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Disclosery

DIVO AMPLIFY ETF TR

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CWP ENHANCED DIV (fund)

283 managers (286 13F filers) reported a position in DIVO shares at 2024-12-31, 53,982,177 shares in all. 35 filers opened a position and 20 filers sold out during the quarter.

Managers
283
13F filers
286
New
35
Added
138
Reduced
61
Sold out
20
Shares held by filers
53,982,177

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC14,041,015$568M0.21%13F-HR/ATimelineGroup
LPL Financial LLC5,511,892$223M0.09%+720,56413F-HRTimeline
Retirement Planning Group, LLC3,657,296$148M7.45%+397,77713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,475,735$100M0.19%+244,98313F-HR/ATimeline
Janney Montgomery Scott LLC1,491,535$60.4M0.17%+53,52813F-HRTimeline
UBS Group AGin group UBS Group AG1,382,905$56M0.01%+136,14113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,310,500$53M0.01%+135,42413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,173,642$47.5M0.02%+112,91013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP919,242$37.2M0.06%+54,57713F-HRTimelineGroup
MBL Wealth, LLC855,498$34.6M3.48%+43,74513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.697,454$28.2M0.06%-193,54813F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…662,721$26.8M0.24%+10,61513F-HRTimeline
Sterling Financial Group, Inc.662,498$26.8M9.98%+12,83213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN629,437$25.5M0.01%+35,61313F-HRTimelineGroup
CPC Advisors, LLC622,809$25.2M3.43%-79213F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding591,515$23.9M+172,999Timeline
HighTower Advisors, LLC576,906$23.4M0.03%+15,47613F-HRTimeline
Cetera Investment Advisers514,228$20.8M0.04%+21,48313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY461,306$18.7M<0.01%+195,56513F-HR/ATimelineGroup
NBZ Investment Advisors LLC448,918$18.2M10.18%13F-HRTimeline
Vantage Financial Partners, LLC415,056$16.8M4.2%+17,81913F-HRTimeline
Hibernia Wealth Partners, LLC391,923$15.9M12.14%-332,94813F-HRTimeline
Modern Wealth Management, LLC383,810$15.5M0.58%+4,21513F-HR/ATimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP382,917$15.5M0.02%-1,43713F-HRTimelineGroup
Pasadena Private Wealth, LLC380,157$15.4M3.16%+132,58113F-HRTimeline
WEST MICHIGAN ADVISORS, LLC343,107$13.9M4.21%+13,84113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC338,563$13.7M0.02%+15,25613F-HRTimeline
Atria Wealth Solutions, Inc.335,689$13.6M0.15%+16,43713F-HRTimeline
Prostatis Group LLC333,193$13.5M3.93%+18,77313F-HRTimeline
CWM, LLCin group CWM, LLC330,794$13.4M0.06%+22,43913F-HRTimelineGroup
NewEdge Advisors, LLC322,352$13M0.08%+25,35013F-HRTimeline
Foguth Wealth Management, LLC.306,601$12.9M3.38%+57,28113F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding305,430$12.4M+238,696Timeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp296,245$12M<0.01%-2,47013F-HRTimelineGroup
Financial Designs Corp290,582$11.8M7.75%-8,28113F-HRTimeline
Signal Advisors Wealth, LLC288,071$11.7M1.32%+37,79213F-HRTimeline
NCM Capital Management, LLC285,624$11.6M5.21%-5,93413F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC276,009$11.2M0.16%-5013F-HRTimelineGroup
Tower Wealth Partners, Inc.244,485$9.9M5.18%-89,70113F-HRTimeline
Element Wealth, LLC226,612$9.17M4.8%+9,55013F-HRTimeline
Capital Investment Advisory Services, L…209,146$8.47M0.81%-6,87213F-HRTimeline
Visionary Wealth Advisors205,193$8.31M0.49%+8,88013F-HRTimeline
MGO ONE SEVEN LLC202,222$8.19M0.31%+6,46013F-HRTimeline
Souders Financial Advisors193,571$7.84M1.09%+12,66213F-HRTimeline
Phoenix Wealth Advisors193,140$7.82M3.39%+2,44213F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC178,348$7.22M0.19%13F-HRTimeline
RiverTree Advisors, LLC173,550$7.03M4.62%+44513F-HRTimeline
Private Advisor Group, LLC169,745$6.87M0.04%-6,95613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…158,671$6.42M0.14%+8,24013F-HRTimelineGroup
Magnus Financial Group LLC155,915$6.31M0.61%-51813F-HRTimeline
MTM Investment Management, LLC155,744$6.3M2.43%-2,05513F-HRTimeline
Trilogy Capital Inc.154,535$6.26M0.32%-9,92013F-HRTimeline
Investors Research Corp152,090$6.16M1.35%+9,30213F-HRTimeline
Cambridge Investment Research Advisors,…148,002$5.99M0.02%+9,01513F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding141,798$5.74M+21,317Timeline
ForthRight Wealth Management, LLC141,646$5.73M1.91%+3,38013F-HRTimeline
Stonebrook Private Inc.125,832$5.09M1.33%+69213F-HRTimeline
MML INVESTORS SERVICES, LLC115,634$4.68M0.02%+13,95113F-HRTimeline
VICTORY FINANCIAL GROUP, LLC114,743$4.64M1.22%13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.114,711$4.64M0.04%+13,80913F-HRTimelineGroup
Farrow Financial, Inc.111,412$4.51M2.93%+65713F-HRTimeline
SIERRA OCEAN, LLC111,049$4.5M3.67%13F-HRTimeline
Dynamic Advisor Solutions LLC110,837$4.49M0.19%+3,19513F-HRTimeline
Jaffetilchin Investment Partners, LLC108,681$4.4M0.32%+5,01213F-HRTimeline
Signature Wealth Management Group107,247$4.34M1.75%-1,55813F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC105,226$4.26M3.25%+12,95313F-HRTimeline
TBH Global Asset Management, LLC101,099$4.09M0.97%-3,30513F-HRTimeline
Sovran Advisors, LLC98,524$4M0.57%13F-HRTimeline
Second Half Financial Partners, LLC97,815$3.96M1.93%new13F-HRTimeline
Mesirow Financial Investment Management…97,173$3.93M0.08%new13F-HRTimeline
Baron Financial Group, LLC94,720$3.83M2.38%+5,00513F-HRTimeline
MIdWestOne Financial Group, Inc.91,120$3.69M0.52%-3,47913F-HRTimeline
AVALON CAPITAL MANAGEMENT89,818$3.64M1.17%+1,07813F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…87,500$3.54M1.27%+32,43013F-HRTimeline
BlueChip Wealth Advisors LLC86,394$3.5M1.94%+4,14413F-HRTimeline
Ranch Capital Advisors Inc.84,689$3.43M1.62%+4,10813F-HRTimeline
WEDBUSH SECURITIES INC84,434$3.42M0.12%+8013F-HRTimeline
SPC Financial, Inc.83,711$3.39M0.3%+13,34813F-HRTimeline
Regal Investment Advisors LLC80,175$3.25M0.24%-20,97413F-HRTimeline
McAdam, LLC78,582$3.18M0.17%+1,64213F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP77,293$3.13M0.6%-6,52013F-HRTimeline
MGB Wealth Management, LLC75,411$3.05M0.95%+16613F-HRTimeline
PFG Advisors74,818$3.03M0.19%-1,80213F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…72,769$2.95M0.12%+5,04913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/72,635$2.94M<0.01%+33,11813F-HRTimelineGroup
BLAIR WILLIAM & CO/IL71,892$2.91M0.01%+36913F-HRTimeline
Moran Wealth Management, LLC71,341$2.89M0.09%-39513F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …71,166$2.88M1.68%+1,33013F-HRTimeline
Jacobi Capital Management LLC68,617$2.78M0.21%+1,24113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management66,610$2.7M0.08%-86613F-HRTimelineGroup
Meridian Wealth Advisors, LLC63,354$2.56M0.42%-22513F-HRTimeline
Centric Wealth Management62,668$2.54M0.69%-26413F-HRTimeline
Snowden Capital Advisors LLC62,581$2.53M0.08%+3,72013F-HRTimeline
Plotkin Financial Advisors, LLC60,723$2.46M1.46%-1,33313F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC58,068$2.35M0.14%+13,72513F-HRTimeline
Founders Financial Alliance, LLC53,503$2.17M0.6%013F-HRTimeline
Ausdal Financial Partners, Inc.53,319$2.16M0.19%+2,87413F-HRTimeline
SMITH, MOORE & CO.52,582$2.13M0.19%+4,65813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV51,477$2.08M0.01%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.48,798$1.98M0.01%-26513F-HRTimeline
Collaborative Wealth Managment Inc.48,625$1.97M0.89%013F-HRTimeline
CHOREO, LLC47,626$1.93M0.03%+8,32613F-HRTimeline
Integrated Wealth Concepts LLC45,461$1.84M0.02%+2,94013F-HRTimeline
Financial Insights, Inc.44,445$1.8M0.67%new13F-HRTimeline
ORG Partners LLC42,798$1.73M0.24%-2,64213F-HRTimeline
RDA Financial Network42,334$1.71M0.5%-2113F-HRTimeline
Altus Wealth Group LLC40,402$1.64M0.72%-68413F-HRTimeline
Prospera Financial Services Inc39,672$1.61M0.04%+1,18413F-HRTimeline
Allred Capital Management, LLC39,415$1.6M0.62%+6,18513F-HRTimeline
Northwest Financial Advisors38,986$1.58M1.3%+1013F-HRTimeline
Capital Wealth Planning, LLC37,846$1.53M0.01%+1,38913F-HRTimeline
Meridian Wealth Management, LLC37,779$1.53M0.07%-37013F-HRTimeline
Belpointe Asset Management LLC37,362$1.51M0.09%+80013F-HRTimeline
IronOak Wealth LLC.37,220$1.51M1.69%13F-HRTimeline
DAVENPORT & Co LLC36,969$1.5M0.01%+2,89913F-HRTimeline
Capasso Planning Partners LLC35,926$1.45M0.58%-17,11913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…35,762$1.45M0.08%+8,51213F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…35,389$1.43M<0.01%+3,00813F-HRTimelineGroup
CAP Partners, LLC33,370$1.35M0.95%-1,34113F-HRTimeline
Semus Wealth Partners LLC33,147$1.34M0.89%+25013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…32,504$1.32M0.02%+87213F-HRTimelineGroup
Peak Planning Group, LLC31,714$1.28M0.53%-6113F-HRTimeline
IFP Advisors, Inc31,628$1.28M0.04%-10,84613F-HRTimeline
United Advisor Group, LLC31,106$1.26M0.25%+17,12813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC30,493$1.23M0.03%+55913F-HRTimelineGroup
Capital Square, LLC27,819$1.17M0.67%-16613F-HRTimeline
CFO4Life Group, LLC28,779$1.16M0.2%+1,06113F-HRTimeline
Morey & Quinn Wealth Partners, LLC28,760$1.16M0.99%13F-HRTimeline
First Heartland Consultants, Inc.28,532$1.15M0.12%+89213F-HRTimeline
SFMG, LLC27,962$1.13M0.09%+1,63013F-HRTimeline
Strategic Financial Concepts, LLC27,806$1.13M0.22%+22,70913F-HR/ATimeline
Cushing Capital Partners, LLC26,831$1.09M1.05%13F-HRTimeline
Allworth Financial LP25,493$1.07M0.01%+4,94713F-HRTimeline
Redhawk Wealth Advisors, Inc.25,859$1.05M0.14%-4,24013F-HRTimeline
RPS ADVISORY SOLUTIONS LLC23,346$945K0.59%+1013F-HRTimeline
Key Client Fiduciary Advisors, LLC23,200$939K0.42%-40013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management22,631$916K0.01%+2,73513F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.22,609$915K0.03%+63913F-HRTimeline
Principle Wealth Partners LLC22,591$914K0.06%+34813F-HRTimeline
Gateway Wealth Partners, LLC22,403$907K0.23%+1,63513F-HRTimeline
SHARPEPOINT LLC22,095$894K0.81%13F-HRTimeline
BOS Asset Management, LLC21,780$882K0.32%+13,33013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.20,691$838K0.06%013F-HRTimelineGroup
Reyes Financial Architecture, Inc.20,209$818K0.64%13F-HRTimeline
Carson Advisory Inc.19,985$809K0.56%+4,14213F-HRTimeline
Sachetta, LLC19,939$807K0.32%+21513F-HRTimeline
Capital Investment Advisors, LLC19,821$802K0.02%+613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO19,350$783K<0.01%-1,63613F-HRTimelineGroup
Alliance Wealth Advisors, LLC18,803$761K0.44%-513F-HRTimeline
Advisory Services Network, LLC18,320$742K0.01%+8,75213F-HRTimeline
Mayflower Financial Advisors, LLC17,558$711K0.11%013F-HRTimeline
HBK Sorce Advisory LLC17,236$698K0.02%+1,37213F-HRTimeline
GTS SECURITIES LLC17,125$693K0.03%new13F-HRTimeline
HF Advisory Group, LLC16,984$688K0.32%-8,43313F-HRTimeline
Independent Advisor Alliance16,848$682K0.01%new13F-HRTimeline
Kovack Advisors, Inc.16,704$676K0.07%+8,41713F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC16,503$668K0.05%new13F-HRTimeline
World Investment Advisors16,222$657K0.02%+11,27913F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED16,188$655K0.06%new13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.15,658$634K0.04%+7,57013F-HRTimelineGroup
Williams & Novak Wealth Management, LLC15,587$631K0.61%+1,82713F-HRTimeline
COWA, LLC14,982$606K0.28%+2,47313F-HRTimeline
PRIVATE TRUST CO NA14,981$606K0.06%+2,00013F-HRTimeline
Lane & Associates LLC14,304$604K0.31%+11513F-HRTimeline
Financial Advocates Investment Manageme…14,820$600K0.03%-33513F-HRTimeline
Berger Financial Group, Inc14,609$591K0.04%+6013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC14,564$590K<0.01%-52313F-HRTimelineGroup
Illumine Investment Management, LLC14,262$577K0.48%13F-HRTimeline
Uniting Wealth Partners, LLC14,219$576K0.28%13F-HRTimeline
Wealthfront Advisers LLC13,538$548K<0.01%+5,89913F-HR/ATimeline
Creative Planningin group Creative Planning13,223$535K<0.01%new13F-HRTimelineGroup
COMERICA BANK12,874$521K<0.01%+2,66713F-HR/ATimeline
MUIRFIELD WEALTH ADVISORS LLC12,630$511K0.42%+95613F-HRTimeline
Arete Wealth Advisors, LLC12,422$503K0.04%+5613F-HRTimeline
Atria Investments, Inc12,389$502K0.01%-26513F-HRTimeline
ROTHSCHILD INVESTMENT LLC12,013$486K0.03%+113F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC11,935$483K0.09%new13F-HRTimeline
PACIFIC FINANCIAL GROUP INC11,535$467K0.35%-1,79213F-HRTimeline
PFG Investments, LLC11,428$463K0.03%+87513F-HRTimeline
IAM Advisory, LLC11,390$461K0.12%-55513F-HRTimeline
Atlas Wealth LLC11,120$450K0.17%new13F-HRTimeline
J.W. COLE ADVISORS, INC.10,887$441K0.02%+2,08913F-HRTimeline
Global Retirement Partners, LLC10,833$439K0.01%+4,47813F-HRTimeline
Opal Wealth Advisors, LLC10,480$424K0.13%-42313F-HRTimeline
Joseph P. Lucia & Associates, LLC10,410$421K0.19%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…10,381$420K0.01%-11213F-HRTimelineGroup
Capital Market Strategies LLC10,205$413K0.24%+54413F-HRTimeline
White Knight Strategic Wealth Advisors,…10,190$412K0.17%new13F-HRTimeline
Cannon Wealth Management Services, LLC9,435$399K0.34%-17513F-HRTimeline
Aptus Capital Advisors, LLC9,793$396K<0.01%+1,06713F-HRTimeline
Redwood Financial Network Corp9,777$396K0.29%+4,26213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…9,703$393K<0.01%+813F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\9,627$390K<0.01%+7113F-HRTimelineGroup
GG Group Ventures, LLC9,188$372K0.49%-3,90013F-HRTimeline
Patriot Financial Group Insurance Agenc…11,538$357K0.05%+57113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC8,297$336K<0.01%new13F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.8,250$334K0.15%+5313F-HRTimeline
Rosenberg Matthew Hamilton8,159$330K0.09%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…7,983$323K<0.01%+6,33313F-HRTimelineGroup
Tidemark, LLC7,894$320K0.12%+113F-HRTimeline