Skip to content

DIVO AMPLIFY ETF TR

Follow

CWP ENHANCED DIV (fund)

282 managers (285 13F filers) reported a position in DIVO shares at 2025-03-31, 57,780,806 shares in all. 27 filers opened a position and 26 filers sold out during the quarter.

Managers
282
13F filers
285
New
27
Added
155
Reduced
76
Sold out
26
Shares held by filers
57,780,806

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 INC14,527,920$592M0.22%+486,90513F-HRTimelineGroup
LPL Financial LLC6,181,267$252M0.1%+669,37513F-HRTimeline
Retirement Planning Group, LLC2,660,216$108M5.09%-997,08013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,590,073$106M0.2%+114,33813F-HRTimeline
Janney Montgomery Scott LLC1,611,072$65.7M0.19%+119,53713F-HRTimeline
UBS Group AGin group UBS Group AG1,567,710$63.9M0.01%+184,80513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,447,362$59M<0.01%+986,05613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,355,294$55.3M0.01%+44,79413F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,338,383$54.6M0.02%+164,74113F-HRTimelineGroup
HighTower Advisors, LLC1,093,759$44.6M0.06%+516,85313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP999,548$40.8M0.07%+80,30613F-HRTimelineGroup
MBL Wealth, LLC861,165$35.1M3.56%+5,66713F-HRTimeline
Steward Partners Investment Advisory, L…794,785$32.4M0.29%+132,06413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.778,662$31.7M0.07%+81,20813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN711,529$29M0.01%+82,09213F-HRTimelineGroup
Sterling Financial Group, Inc.685,028$27.9M10.07%+22,53013F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding624,268$25.5M+32,753Timeline
CPC Advisors, LLC593,044$24.2M3.33%-29,76513F-HRTimeline
Cetera Investment Advisers535,492$21.8M0.04%+21,26413F-HRTimeline
NBZ Investment Advisors LLC456,855$18.6M10.77%+7,93713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP424,647$17.3M0.02%+41,73013F-HRTimelineGroup
Vantage Financial Partners, LLC418,104$17M4.24%+3,04813F-HRTimeline
Second Half Financial Partners, LLC416,988$17M8.43%+319,17313F-HRTimeline
Hibernia Wealth Partners, LLC407,798$16.6M11.81%+15,87513F-HRTimeline
Prostatis Group LLC394,960$16.1M5.08%+61,76713F-HRTimeline
Modern Wealth Management, LLC389,776$15.9M0.51%+5,96613F-HR/ATimeline
CWM, LLCin group CWM, LLC357,182$14.6M0.06%+26,38813F-HRTimelineGroup
WEST MICHIGAN ADVISORS, LLC346,799$14.1M4.69%+3,69213F-HRTimeline
NewEdge Advisors, LLC346,251$14.1M0.08%+23,89913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC345,975$14.1M0.02%+7,41213F-HRTimeline
Atria Wealth Solutions, Inc.332,670$13.6M0.16%-3,01913F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…318,031$13M0.41%+12,60113F-HRTimelineGroup
Financial Designs Corp289,867$11.8M8.23%-71513F-HRTimeline
NCM Capital Management, LLC287,824$11.7M5.28%+2,20013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp285,606$11.6M<0.01%-10,63913F-HRTimelineGroup
MML INVESTORS SERVICES, LLC261,709$10.7M0.04%+146,07513F-HRTimeline
Pasadena Private Wealth, LLC258,840$10.6M2.04%-121,31713F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC254,941$10.4M0.15%-21,06813F-HRTimelineGroup
Tower Wealth Partners, Inc.243,627$9.93M5.31%-85813F-HRTimeline
Element Wealth, LLC225,270$9.18M4.93%-1,34213F-HRTimeline
Visionary Wealth Advisors220,597$8.99M0.54%+15,40413F-HRTimeline
Private Advisor Group, LLC219,088$8.93M0.05%+49,34313F-HRTimeline
Souders Financial Advisors217,016$8.85M1.24%+23,44513F-HRTimeline
Capital Investment Advisory Services, L…214,692$8.75M0.78%+5,54613F-HRTimeline
MGO ONE SEVEN LLC211,586$8.63M0.34%+9,36413F-HRTimeline
Phoenix Wealth Advisors195,061$7.95M3.47%+1,92113F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC186,323$7.6M0.19%+7,97513F-HRTimeline
Cambridge Investment Research Advisors,…177,643$7.24M0.02%+29,64113F-HRTimeline
RiverTree Advisors, LLC173,453$7.07M4.73%-9713F-HRTimeline
Foguth Wealth Management, LLC.172,580$7.04M1.71%-134,02113F-HRTimeline
Investors Research Corp165,274$6.74M1.46%+13,18413F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…161,842$6.6M0.14%+3,17113F-HRTimelineGroup
MTM Investment Management, LLC161,570$6.58M2.54%+5,82613F-HRTimeline
Signal Advisors Wealth, LLC154,809$6.31M0.62%-133,26213F-HRTimeline
Magnus Financial Group LLC154,312$6.29M0.61%-1,60313F-HRTimeline
Regal Investment Advisors LLC153,363$6.25M0.51%+73,18813F-HRTimeline
Trilogy Capital Inc.149,004$6.07M0.32%-5,53113F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding148,558$6.06M+6,760Timeline
ForthRight Wealth Management, LLC143,309$5.84M1.95%+1,66313F-HRTimeline
Mesirow Financial Investment Management…142,003$5.79M0.11%+44,83013F-HRTimeline
TBH Global Asset Management, LLC147,145$5.68M1.09%+46,04613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.127,933$5.22M0.05%+13,22213F-HRTimelineGroup
Stonebrook Private Inc.125,841$5.13M1.33%+913F-HRTimeline
SIERRA OCEAN, LLC116,212$4.74M3.74%+5,16313F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC112,230$4.58M3.56%+7,00413F-HRTimeline
VICTORY FINANCIAL GROUP, LLC115,455$4.54M0.87%+71213F-HRTimeline
Farrow Financial, Inc.110,765$4.52M3.04%-64713F-HRTimeline
Dynamic Advisor Solutions LLC110,506$4.51M0.15%-33113F-HRTimeline
Sovran Advisors, LLC113,095$4.41M0.57%+14,57113F-HRTimeline
Good Steward Wealth Advisors,LLC108,159$4.41M4.01%13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/107,702$4.39M<0.01%+35,06713F-HRTimelineGroup
Signature Wealth Management Group106,853$4.36M1.7%-39413F-HRTimeline
Jaffetilchin Investment Partners, LLC106,415$4.34M0.31%-2,26613F-HRTimeline
BlueChip Wealth Advisors LLC101,592$4.14M2.03%+15,19813F-HRTimeline
Baron Financial Group, LLC97,847$3.99M2.51%+3,12713F-HRTimeline
Ausdal Financial Partners, Inc.95,120$3.88M0.29%+41,80113F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…94,523$3.85M1.47%+7,02313F-HRTimeline
AVALON CAPITAL MANAGEMENT91,503$3.73M1.08%+1,68513F-HRTimeline
Snowden Capital Advisors LLC87,552$3.57M0.11%+24,97113F-HRTimeline
WEDBUSH SECURITIES INC86,583$3.53M0.13%+2,14913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…85,894$3.5M0.19%+50,13213F-HRTimelineGroup
SPC Financial, Inc.85,552$3.49M0.31%+1,84113F-HRTimeline
Ranch Capital Advisors Inc.84,715$3.45M1.64%+2613F-HRTimeline
McAdam, LLC78,977$3.22M0.2%+39513F-HRTimeline
MGB Wealth Management, LLC77,927$3.17M1.15%+2,51613F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP77,418$3.16M0.63%+12513F-HR/ATimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…75,522$3.08M0.13%+2,75313F-HRTimelineGroup
Caliber Wealth Management, LLC / KS75,092$3.06M0.42%13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.74,851$3.05M0.02%+26,05313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…73,189$2.98M0.01%+37,80013F-HRTimelineGroup
PFG Advisors72,832$2.97M0.17%-1,98613F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …71,655$2.92M1.81%+48913F-HRTimeline
Jacobi Capital Management LLC70,985$2.89M0.21%+2,36813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management70,739$2.88M0.09%+4,12913F-HRTimelineGroup
MIdWestOne Financial Group, Inc.70,217$2.86M0.41%-20,90313F-HRTimeline
Moran Wealth Management, LLC69,648$2.84M0.1%-1,69313F-HRTimeline
BLAIR WILLIAM & CO/IL68,896$2.81M0.01%-2,99613F-HRTimeline
Centric Wealth Management66,524$2.71M0.71%+3,85613F-HRTimeline
Meridian Wealth Advisors, LLC66,379$2.71M0.46%+3,02513F-HRTimeline
Plotkin Financial Advisors, LLC59,446$2.42M1.49%-1,27713F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC59,231$2.41M0.15%+1,16313F-HRTimeline
Financial Insights, Inc.54,855$2.24M0.89%+10,41013F-HRTimeline
Allred Capital Management, LLC52,747$2.15M0.86%+13,33213F-HRTimeline
Allworth Financial LP50,247$1.99M0.01%+24,75413F-HRTimeline
Collaborative Wealth Managment Inc.47,382$1.93M0.9%-1,24313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV44,852$1.83M<0.01%-6,62513F-HRTimeline
RDA Financial Network42,138$1.72M0.51%-19613F-HRTimeline
SMITH, MOORE & CO.42,052$1.71M0.16%-10,53013F-HRTimeline
CHOREO, LLC41,147$1.68M0.03%-6,47913F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…40,554$1.65M0.51%new13F-HRTimelineGroup
Founders Financial Alliance, LLC40,471$1.65M0.4%-13,03213F-HRTimeline
Prospera Financial Services Inc39,674$1.62M0.04%+213F-HRTimeline
Northwest Financial Advisors39,427$1.61M1.33%+44113F-HRTimeline
Altus Wealth Group LLC39,219$1.6M0.75%-1,18313F-HRTimeline
COMERICA BANK38,991$1.59M0.01%+26,11713F-HRTimeline
Capital Wealth Planning, LLC37,739$1.54M0.01%-10713F-HRTimeline
United Advisor Group, LLC37,257$1.52M0.31%+6,15113F-HRTimeline
DAVENPORT & Co LLC36,966$1.51M0.01%-313F-HRTimeline
CAP Partners, LLC34,793$1.42M1.03%+1,42313F-HRTimeline
Semus Wealth Partners LLC33,200$1.35M0.94%+5313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO32,930$1.34M<0.01%+13,58013F-HRTimelineGroup
First Heartland Consultants, Inc.32,770$1.34M0.14%+4,23813F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…32,277$1.32M0.02%-22713F-HRTimelineGroup
Peak Planning Group, LLC31,914$1.3M0.55%+20013F-HRTimeline
Capital Square, LLC31,246$1.27M0.75%+3,42713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC30,993$1.25M0.03%+50013F-HRTimelineGroup
Meridian Wealth Management, LLC29,835$1.22M0.06%-7,94413F-HRTimeline
Capasso Planning Partners LLC29,190$1.19M0.5%-6,73613F-HRTimeline
CFO4Life Group, LLC29,109$1.19M0.2%+33013F-HRTimeline
VestGen Advisors, LLC29,054$1.18M0.05%13F-HRTimeline
Morey & Quinn Wealth Partners, LLC29,045$1.18M0.98%+28513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management28,332$1.16M0.02%+5,70113F-HRTimelineGroup
GWN SECURITIES INC.28,072$1.15M0.06%new13F-HRTimeline
SFMG, LLC27,962$1.14M0.09%013F-HRTimeline
Strategic Financial Concepts, LLC27,140$1.11M0.21%-66613F-HRTimeline
World Investment Advisors26,956$1.1M0.03%+10,73413F-HRTimeline
Cushing Capital Partners, LLC26,881$1.1M0.98%+5013F-HRTimeline
Gateway Wealth Partners, LLC26,684$1.09M0.24%+4,28113F-HRTimeline
BOS Asset Management, LLC26,451$1.08M0.37%+4,67113F-HRTimeline
Mariner, LLCin group Mariner, LLC25,142$1.03M<0.01%+19,32513F-HRTimelineGroup
Belpointe Asset Management LLC24,341$992K0.05%-13,02113F-HRTimeline
Atria Investments, Inc23,951$976K0.01%+11,56213F-HRTimeline
Carson Advisory Inc.23,907$975K0.66%+3,92213F-HRTimeline
IFP Advisors, Inc23,560$961K0.03%-8,06813F-HRTimeline
CWC Advisors, LLC.23,086$941K0.54%new13F-HRTimeline
Key Client Fiduciary Advisors, LLC22,900$934K0.43%-30013F-HRTimeline
Principle Wealth Partners LLC22,640$923K0.07%+4913F-HRTimeline
RPS ADVISORY SOLUTIONS LLC22,019$898K0.64%-1,32713F-HRTimeline
Advisory Services Network, LLC21,752$887K0.02%+3,43213F-HRTimeline
HARBOUR INVESTMENTS, INC.21,744$887K0.03%-86513F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.21,116$861K0.06%+42513F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC20,985$856K0.08%+4,48213F-HR/ATimeline
Sachetta, LLC20,004$816K0.33%+6513F-HRTimeline
HBK Sorce Advisory LLC19,807$808K0.02%+2,57113F-HRTimeline
Reyes Financial Architecture, Inc.19,700$803K0.59%-50913F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.18,721$763K0.05%+3,06313F-HRTimelineGroup
Alliance Wealth Advisors, LLC18,650$760K0.45%-15313F-HRTimeline
J.W. COLE ADVISORS, INC.17,926$731K0.02%+7,03913F-HRTimeline
Three Magnolias Financial Advisors, LLC17,781$725K0.61%new13F-HRTimeline
Kovack Advisors, Inc.17,640$719K0.08%+93613F-HRTimeline
Mayflower Financial Advisors, LLC17,558$716K0.11%013F-HRTimeline
PRIVATE TRUST CO NA17,161$700K0.07%+2,18013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED16,501$666K0.06%+31313F-HR/ATimeline
HF Advisory Group, LLC15,851$646K0.28%-1,13313F-HRTimeline
Wealthfront Advisers LLC15,257$622K<0.01%+1,71913F-HRTimeline
Financial Advocates Investment Manageme…15,144$617K0.04%+32413F-HRTimeline
COWA, LLC14,849$605K0.26%-13313F-HRTimeline
Rosenberg Matthew Hamilton14,818$604K0.15%+6,65913F-HRTimeline
Berger Financial Group, Inc14,611$596K0.04%+213F-HRTimeline
ROTHSCHILD INVESTMENT LLC14,515$592K0.04%+2,50213F-HRTimeline
Lane & Associates LLC14,360$585K0.32%+5613F-HRTimeline
Uniting Wealth Partners, LLC14,223$580K0.29%+413F-HRTimeline
IAM Advisory, LLC13,898$567K0.15%+2,50813F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC13,838$564K<0.01%-72613F-HRTimelineGroup
PACIFIC FINANCIAL GROUP INC13,069$533K0.43%+1,53413F-HRTimeline
Wiser Advisor Group LLC12,906$526K0.78%new13F-HRTimeline
Integrated Wealth Concepts LLC12,575$513K0.01%-32,88613F-HRTimeline
MUIRFIELD WEALTH ADVISORS LLC12,401$506K0.43%-22913F-HRTimeline
Illumine Investment Management, LLC11,802$481K0.39%-2,46013F-HRTimeline
White Knight Strategic Wealth Advisors,…11,746$479K0.44%+1,55613F-HRTimeline
Patriot Financial Group Insurance Agenc…14,194$467K0.06%+2,65613F-HRTimeline
Arete Wealth Advisors, LLC11,318$461K0.04%-1,10413F-HRTimeline
Joseph P. Lucia & Associates, LLC11,117$453K0.21%+70713F-HRTimeline
PFG Investments, LLC10,893$444K0.03%-53513F-HRTimeline
Opal Wealth Advisors, LLC10,716$437K0.13%+23613F-HRTimeline
SHARPEPOINT LLC10,785$430K0.38%-11,31013F-HRTimeline
Mutual Advisors, LLC10,156$403K0.01%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…9,818$400K0.01%-56313F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\9,761$398K<0.01%+13413F-HRTimelineGroup
Redwood Financial Network Corp9,755$398K0.3%-2213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS9,527$388K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP9,511$384K<0.01%new13F-HR/ATimelineGroup
Cannon Wealth Management Services, LLC9,430$381K0.34%-513F-HRTimeline
TrueMark Investments, LLCin group TrueMark Investments, LLC9,232$376K0.1%new13F-HRTimelineGroup
LAKE STREET PRIVATE WEALTH, LLC9,169$374K0.06%+1,71713F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC9,107$371K0.07%-2,82813F-HRTimeline
Aptus Capital Advisors, LLC8,931$364K<0.01%-86213F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.8,302$338K0.15%+5213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC8,025$327K<0.01%new13F-HRTimelineGroup
Tidemark, LLC7,896$322K0.12%+213F-HRTimeline