Skip to content
Disclosery

BLOK AMPLIFY ETF TR

Follow

BLOCK TECHN ETF (fund)

217 managers (219 13F filers) reported a position in BLOK shares at 2025-06-30, 6,522,161 shares in all. 51 filers opened a position and 23 filers sold out during the quarter.

Managers
217
13F filers
219
New
51
Added
49
Reduced
53
Sold out
23
Shares held by filers
6,522,161

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY1,218,308$69.6M<0.01%+135,67513F-HRTimelineGroup
LPL Financial LLC681,475$38.9M0.01%+198,46913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC417,245$23.8M0.03%-9,26413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN356,951$20.4M<0.01%-11,64613F-HRTimelineGroup
Gradient Investments LLCin group Gradient Investments LLC345,277$19.7M0.36%+49,62413F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…215,107$12.3M0.24%new13F-HRTimelineGroup
MML INVESTORS SERVICES, LLC183,646$10.5M0.03%-8,77013F-HRTimeline
Cetera Investment Advisers144,442$8.25M0.01%-12,25313F-HRTimeline
Carter Financial Group, INC.134,156$7.66M5.01%13F-HRTimeline
HighTower Advisors, LLC133,423$7.62M0.01%+8,64713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC131,768$7.53M<0.01%-5,35813F-HRTimelineGroup
Strive Asset Management, LLC107,306$6.13M3.69%+56,74413F-HRTimeline
GERBER, LLC100,472$5.74M4.03%-57513F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …96,548$5.51M0.07%+65,25113F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …89,195$5.09M0.33%+69,55013F-HR/ATimeline
Columbus Macro, LLC89,097$5.09M0.62%+5,94413F-HRTimeline
NWAM LLC83,803$4.79M0.28%+67513F-HR/ATimeline
Janney Montgomery Scott LLC82,951$4.74M0.01%+6813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA80,651$4.61M<0.01%-127,33913F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…67,056$3.83M0.01%+3,12513F-HRTimeline
Financial Engines Advisors L.L.C.62,549$3.57M0.01%-64613F-HRTimeline
Mattson Financial Services, LLC61,353$3.5M0.94%+5,48813F-HRTimeline
Eagle Strategies LLC58,776$3.36M0.51%+1,54213F-HRTimeline
Merit Financial Group, LLC55,813$3.19M0.04%-4,96313F-HRTimeline
Orion Porfolio Solutions, LLC53,258$3.04M0.03%+46,85413F-HR/ATimeline
UBS Group AGin group UBS Group AG48,268$2.76M<0.01%+9,87513F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO47,281$2.7M<0.01%-61413F-HRTimelineGroup
Florin Court Capital LLP42,000$2.4M2.45%+24,57013F-HRTimeline
Fortis Group Advisors, LLC40,557$2.4M0.44%new13F-HRTimeline
Wealthfront Advisers LLC38,473$2.2M0.01%+3,70013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC34,629$1.98M<0.01%-108,84713F-HRTimelineGroup
Financial Advocates Investment Manageme…34,380$1.96M0.16%-1,20613F-HRTimeline
CX Institutional32,383$1.85M0.06%-98,81313F-HR/ATimeline
Atria Wealth Solutions, Inc.31,034$1.79M0.04%+4,37213F-HRTimeline
Almanack Investment Partners, LLC.31,186$1.78M0.28%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC30,801$1.76M<0.01%-1,43113F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…28,199$1.67M<0.01%-9,19613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC28,052$1.6M<0.01%-2,23813F-HRTimelineGroup
Private Advisor Group, LLC26,117$1.49M0.01%+20,26613F-HRTimeline
NTV Asset Management LLC25,846$1.48M0.18%013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding25,430$1.45M+5,803Timeline
CWM, LLCin group CWM, LLC24,522$1.4M<0.01%-82613F-HRTimelineGroup
Tidal Investments LLCin group Tidal Investments LLC24,044$1.37M0.01%new13F-HRTimelineGroup
MATAURO, LLC23,949$1.37M0.26%-8,01913F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management23,652$1.35M0.02%-31013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/23,560$1.35M<0.01%-7513F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp22,976$1.31M<0.01%new13F-HRTimelineGroup
Vise Technologies, Inc.22,782$1.3M0.05%13F-HRTimeline
J.W. COLE ADVISORS, INC.22,074$1.26M0.03%new13F-HRTimeline
Western Wealth Management, LLC22,028$1.26M0.07%+5,87813F-HRTimeline
CLG LLC21,862$1.25M0.39%new13F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC21,500$1.23M<0.01%new13F-HRTimeline
U.S. Capital Wealth Advisors, LLC21,471$1.23M0.04%+1,65513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…21,238$1.21M<0.01%-49813F-HRTimelineGroup
Arax Advisory Partners21,173$1.21M0.06%-78213F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.21,038$1.2M<0.01%+13,20013F-HRTimelineGroup
Kaizen Financial Strategies20,330$1.16M0.59%+20013F-HRTimeline
Sovran Advisors, LLC19,869$1.14M0.12%+10313F-HRTimeline
Visionary Wealth Advisors18,997$1.08M0.06%+56513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…18,318$1.05M<0.01%new13F-HR/ATimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP16,508$943K<0.01%+3,30613F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.16,459$940K0.05%-1,91413F-HRTimelineGroup
Walleye Capital LLCgroup of 2 filers holding15,407$880K-7,721Timeline
Traction Financial Partners, LLC15,373$878K0.6%+35213F-HRTimeline
Stegent Equity Advisors, Inc.14,844$848K0.75%-37113F-HRTimeline
IFP Advisors, Inc14,538$830K0.02%-34,08013F-HRTimeline
Insight Advisors, LLC/ PA13,176$752K0.12%new13F-HRTimeline
ARBOR CAPITAL MANAGEMENT INC /ADV11,971$712K0.62%+1,78313F-HRTimeline
Dynamic Advisor Solutions LLC11,808$674K0.02%+2,76313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO11,682$667K<0.01%-35913F-HRTimelineGroup
Steward Partners Investment Advisory, L…11,469$655K0.01%+8,77413F-HRTimeline
Creative Planningin group Creative Planning10,684$610K<0.01%-1,20513F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.10,396$594K0.01%-15413F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV9,453$540K0.04%-23813F-HRTimeline
ROMAN BUTLER FULLERTON & CO8,665$528K0.16%+1,01213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.9,095$520K<0.01%+2,36513F-HR/ATimelineGroup
Moran Wealth Management, LLC8,350$477K0.01%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.8,132$464K0.02%new13F-HRTimeline
New England Private Wealth Advisors LLC7,646$452K0.07%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC7,891$451K0.01%new13F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.7,714$441K<0.01%new13F-HRTimelineGroup
Stelac Advisory Services LLC7,712$440K0.17%013F-HRTimeline
Bison Wealth, LLC7,332$419K0.03%-31913F-HRTimeline
MAI Capital Management6,831$390K<0.01%-48413F-HRTimeline
Emerald Advisors, LLC6,764$386K0.05%+61113F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.6,548$374K<0.01%-1,30013F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Atria Investments, Inc6,233$356K<0.01%+47013F-HRTimeline
Integrity Financial Corp /WA6,225$356K0.18%-75513F-HRTimeline
Capital Investment Advisory Services, L…5,900$337K0.03%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP5,899$337K<0.01%013F-HRTimelineGroup
Tradition Wealth Management, LLC5,804$331K0.03%new13F-HRTimeline
Qube Research & Technologies Ltd5,781$330K<0.01%-52,31513F-HRTimeline
Rollins Financial Advisors, LLC5,563$318K0.05%new13F-HRTimeline
Fiduciary Alliance LLC5,352$306K0.02%-1,75213F-HRTimeline
Fulton Bank, N.A.5,303$303K0.01%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,200$297K<0.01%-20,24313F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…5,158$294K0.01%new13F-HRTimelineGroup
Cyndeo Wealth Partners, LLC5,071$290K0.02%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth5,018$287K<0.01%-68213F-HRTimelineGroup
HCR Wealth Advisors5,015$286K0.03%new13F-HRTimeline
Glenmede Investment Management, LP4,950$283K<0.01%13F-HRTimeline
IHT Wealth Management, LLC4,907$280K0.01%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC4,878$279K0.01%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.4,869$278K<0.01%new13F-HRTimeline
BURKE & HERBERT BANK & TRUST CO4,685$268K0.06%new13F-HRTimeline
SFMG, LLC4,650$266K0.02%new13F-HRTimeline
Kingsview Wealth Management, LLC4,601$263K<0.01%new13F-HRTimeline
GAMMA Investing LLC4,171$238K0.02%new13F-HRTimeline
SG Americas Securities, LLC4,145$237K<0.01%new13F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …3,981$235K0.01%new13F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP4,091$234K<0.01%new13F-HRTimelineGroup
Maia Wealth LLC4,067$232K0.04%new13F-HRTimeline
Vertex Planning Partners, LLC4,000$228K0.05%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV3,969$227K0.02%+1,89313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP3,930$224K<0.01%new13F-HR/ATimelineGroup
Edge Financial Advisors LLC3,927$223K0.12%new13F-HRTimeline
EP Wealth Advisors, LLC3,885$222K<0.01%013F-HRTimeline
Oxinas Partners, LLC3,843$219K0.11%new13F-HRTimeline
Maridea Wealth Management LLC3,808$217K0.06%new13F-HRTimeline
Brown Financial Advisors3,795$217K0.08%new13F-HRTimeline
Innovative Advisory Group, LLC3,656$209K0.18%013F-HRTimeline
Venturi Wealth Management, LLC3,600$206K0.01%new13F-HRTimeline
North Star Investment Management Corp.3,455$197K0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,229$184K<0.01%013F-HRTimelineGroup
HALBERT HARGROVE GLOBAL ADVISORS, LLC3,206$183K0.01%+41913F-HRTimeline
Smartleaf Asset Management LLC3,160$175K0.02%-4813F-HRTimeline
Strategic Wealth Investment Group, LLC2,986$171K0.25%new13F-HRTimeline
AdvisorNet Financial, Inc2,920$167K0.01%+39313F-HRTimeline
Allworth Financial LP2,909$166K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.2,816$161K<0.01%-3,32813F-HRTimeline
COMERICA BANK2,398$137K<0.01%+34113F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp2,359$135K<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC2,061$118K<0.01%+1,02613F-HRTimeline
First PREMIER Bank2,020$115K0.03%-80013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,924$110K<0.01%+22513F-HRTimelineGroup
Farther Finance Advisors, LLC1,831$105K<0.01%-2,06913F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,765$101K0.01%new13F-HRTimelineGroup
Manchester Capital Management LLC1,590$90.8K0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,497$85.5K<0.01%-37913F-HRTimelineGroup
SIMPLEX TRADING, LLC1,259$71K<0.01%new13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC1,175$67.1K0.01%013F-HRTimeline
Rosenberg Matthew Hamilton1,071$61.2K0.01%013F-HRTimeline
Global Retirement Partners, LLC835$47.7K<0.01%13F-HRTimeline
BOKF, NAin group BOKF, NA784$44.8K<0.01%013F-HRTimelineGroup
AlphaCore Capital LLC760$43.4K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.743$42.4K<0.01%-5913F-HRTimeline
Copia Wealth Management707$40.4K0.03%013F-HRTimeline
Clearstead Advisors, LLC700$40K<0.01%-3713F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS653$37.3K<0.01%+313F-HRTimelineGroup
Asset Dedication, LLC641$36.6K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…623$35.6K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.622$35.5K0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management591$33.8K<0.01%-6113F-HRTimelineGroup
PRIVATE TRUST CO NA573$32.7K<0.01%+47913F-HRTimeline
Jackson, Grant Investment Advisers, Inc.533$30.4K0.01%013F-HRTimeline
Golden State Wealth Management, LLC528$30.2K<0.01%013F-HRTimeline
Beacon Capital Management, LLC504$28.8K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC492$28.1K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC492$28.1K<0.01%013F-HRTimeline
GODSEY & GIBB, INC442$25.3K<0.01%013F-HRTimeline
Opal Wealth Advisors, LLC422$24.1K0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC420$24K<0.01%013F-HRTimelineGroup
SJS Investment Consulting Inc.368$21K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC350$20K<0.01%013F-HRTimeline
SIGNATUREFD, LLC300$17.1K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC290$16.6K<0.01%013F-HRTimeline
Sound Income Strategies, LLC287$16.4K<0.01%013F-HRTimeline
Tidemark, LLC256$14.6K<0.01%013F-HRTimeline
Kiker Wealth Management, LLC253$14.4K0.01%013F-HRTimeline
Quaker Wealth Management, LLC245$14K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.313$13.5K<0.01%+1213F-HRTimeline
Strategic Wealth Partners, Ltd.233$13.3K<0.01%13F-HRTimeline
Parallel Advisors, LLC228$13K<0.01%013F-HRTimeline
Hillsdale Investment Management Inc.220$12.6K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC210$12K<0.01%013F-HRTimeline
PrairieView Partners, LLC221$12K<0.01%013F-HRTimeline
Financial Perspectives, Inc203$11.6K<0.01%013F-HRTimeline
CoreCap Advisors, LLC200$11.4K<0.01%013F-HRTimeline
Dunhill Financial, LLC200$11.4K<0.01%new13F-HRTimeline
Main Street Group, LTD200$11.4K<0.01%013F-HRTimeline
Accredited Wealth Management, LLC200$11.4K0.01%new13F-HRTimeline
Harbor Asset Planning, Inc.192$11K0.01%13F-HRTimeline
Blue Trust, Inc.163$9.31K<0.01%-3513F-HRTimeline
Creekmur Asset Management LLC151$8.6K<0.01%-6213F-HRTimeline
BIRCHBROOK, INC.150$8.57K<0.01%-15013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.146$8.34K<0.01%+7113F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC143$8.17K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.139$8K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.126$7.2K0.01%13F-HRTimeline
Frazier Financial Advisors, LLC121$6.91K<0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC116$6.63K<0.01%013F-HRTimeline
Ball & Co Wealth Management Inc.107$6K0.01%013F-HRTimeline
Nemes Rush Group LLC101$5.77K<0.01%013F-HRTimeline
Westside Investment Management, Inc.100$5.71K<0.01%013F-HRTimeline
Kilter Group LLC100$5.71K<0.01%new13F-HRTimeline
Financial Network Wealth Advisors LLC94$5.37K0.01%+6213F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…91$5.24K<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC90$5.14K<0.01%013F-HR/ATimeline
TOTH FINANCIAL ADVISORY CORP75$4.28K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.60$3.38K<0.01%-7013F-HRTimeline