Skip to content
Disclosery

DIVO AMPLIFY ETF TR

Follow

CWP ENHANCED DIV (fund)

300 managers (304 13F filers) reported a position in DIVO shares at 2025-06-30, 62,487,651 shares in all. 34 filers opened a position and 20 filers sold out during the quarter.

Managers
300
13F filers
304
New
34
Added
156
Reduced
76
Sold out
20
Shares held by filers
62,487,651

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
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC14,411,863$613M0.21%-116,05713F-HRTimelineGroup
LPL Financial LLC6,627,311$282M0.09%+446,04413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,716,198$117M0.19%+126,12513F-HRTimeline
Retirement Planning Group, LLC2,704,229$115M4.89%+44,01313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC2,092,562$89M0.03%+754,17913F-HRTimelineGroup
HighTower Advisors, LLC1,898,344$80.8M0.1%+804,58513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,840,929$78.3M0.01%+393,56713F-HRTimelineGroup
Janney Montgomery Scott LLC1,691,925$72M0.19%+80,85313F-HRTimeline
UBS Group AGin group UBS Group AG1,512,313$64.3M0.01%-55,39713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,508,863$64.2M0.01%+153,56913F-HR/ATimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,149,013$48.9M0.07%+149,46513F-HRTimelineGroup
MBL Wealth, LLC897,755$38.2M3.66%+36,59013F-HRTimeline
Steward Partners Investment Advisory, L…890,916$37.9M0.3%+96,13113F-HRTimeline
Hibernia Wealth Partners, LLC830,912$35.4M12.89%+423,11413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.794,572$33.8M0.06%+15,91013F-HR/ATimelineGroup
Sterling Financial Group, Inc.702,425$29.9M10.03%+17,39713F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding693,382$29.5M+69,114Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN667,331$28.4M0.01%-44,19813F-HRTimelineGroup
Private Advisor Group, LLC593,753$25.3M0.14%+374,66513F-HRTimeline
CPC Advisors, LLC591,201$25.2M3.16%-1,84313F-HRTimeline
Cetera Investment Advisers554,785$23.6M0.04%+19,29313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP475,801$20.2M0.02%+51,15413F-HRTimelineGroup
NBZ Investment Advisors LLC463,733$19.7M11.3%+6,87813F-HRTimeline
Prostatis Group LLC441,962$18.8M5.38%+47,00213F-HRTimeline
Vantage Financial Partners, LLC434,311$18.5M4.26%+16,20713F-HRTimeline
CWM, LLCin group CWM, LLC420,404$17.9M0.06%+63,22213F-HRTimelineGroup
Second Half Financial Partners, LLC416,213$17.7M8.34%-77513F-HRTimeline
Modern Wealth Management, LLC374,254$15.9M0.4%-15,52213F-HR/ATimeline
NewEdge Advisors, LLC362,453$15.4M0.08%+16,20213F-HRTimeline
WEST MICHIGAN ADVISORS, LLC349,745$14.9M4.2%+2,94613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC345,989$14.7M0.02%+1413F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…339,637$14.5M0.41%+21,60613F-HRTimelineGroup
ForthRight Wealth Management, LLC301,714$12.8M4%+158,40513F-HRTimeline
NCM Capital Management, LLC299,115$12.7M5.23%+11,29113F-HRTimeline
Financial Designs Corp289,908$12.3M7.56%+4113F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp281,490$12M<0.01%-4,11613F-HRTimelineGroup
MML INVESTORS SERVICES, LLC281,149$12M0.03%+19,44013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding268,869$11.4M+120,311Timeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC267,054$11.4M0.14%+12,11313F-HRTimelineGroup
MGO ONE SEVEN LLC247,739$10.5M0.34%+36,15313F-HRTimeline
Tower Wealth Partners, Inc.246,945$10.5M6.21%+3,31813F-HRTimeline
Visionary Wealth Advisors228,207$9.71M0.5%+7,61013F-HRTimeline
Souders Financial Advisors222,231$9.46M1.2%+5,21513F-HRTimeline
Element Wealth, LLC220,347$9.38M4.31%-4,92313F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC219,226$9.33M0.2%+32,90313F-HRTimeline
Capital Investment Advisory Services, L…218,306$9.29M0.76%+3,61413F-HRTimeline
Vise Technologies, Inc.202,083$8.6M0.36%13F-HRTimeline
Phoenix Wealth Advisors192,203$8.18M3.42%-2,85813F-HRTimeline
Investors Research Corp175,339$7.46M1.46%+10,06513F-HRTimeline
Carter Financial Group, INC.172,505$7.34M4.8%13F-HRTimeline
MTM Investment Management, LLC170,928$7.27M2.44%+9,35813F-HRTimeline
Mesirow Financial Investment Management…167,078$7.11M0.14%+25,07513F-HRTimeline
Cambridge Investment Research Advisors,…166,675$7.09M0.02%-10,96813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…159,457$6.78M0.15%-2,38513F-HRTimelineGroup
Magnus Financial Group LLC155,596$6.62M0.58%+1,28413F-HRTimeline
RiverTree Advisors, LLC148,948$6.34M4.26%-24,50513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.148,456$6.32M0.05%+20,52313F-HRTimelineGroup
Regal Investment Advisors LLC147,569$6.28M0.47%-5,79413F-HRTimeline
Trilogy Capital Inc.145,863$6.21M0.3%-3,14113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/139,967$5.96M<0.01%+32,26513F-HRTimelineGroup
VICTORY FINANCIAL GROUP, LLC138,402$5.89M0.93%+22,94713F-HRTimeline
Atria Wealth Solutions, Inc.125,545$5.39M0.12%-207,12513F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding123,358$5.26M+82,804Timeline
SIERRA OCEAN, LLC121,502$5.17M3.72%+5,29013F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC120,467$5.13M3.42%+8,23713F-HRTimeline
Stonebrook Private Inc.120,128$5.11M1.2%-5,71313F-HRTimeline
TBH Global Asset Management, LLC127,136$5.06M1.08%-20,00913F-HRTimeline
Ausdal Financial Partners, Inc.114,886$4.89M0.33%+19,76613F-HRTimeline
Farrow Financial, Inc.112,419$4.78M2.9%+1,65413F-HRTimeline
Sovran Advisors, LLC109,327$4.66M0.49%-3,76813F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…109,074$4.64M1.67%+14,55113F-HRTimeline
Jaffetilchin Investment Partners, LLC106,336$4.52M0.3%-7913F-HRTimeline
BlueChip Wealth Advisors LLC106,015$4.51M2.01%+4,42313F-HRTimeline
Signature Wealth Management Group105,922$4.51M1.78%-93113F-HRTimeline
Baron Financial Group, LLC99,412$4.23M2.48%+1,56513F-HRTimeline
Snowden Capital Advisors LLC96,459$4.1M0.12%+8,90713F-HRTimeline
AVALON CAPITAL MANAGEMENT92,596$3.94M1.06%+1,09313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…92,491$3.94M0.18%+6,59713F-HRTimelineGroup
Dynamic Advisor Solutions LLC90,734$3.86M0.12%-19,77213F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…88,343$3.76M0.14%+12,82113F-HRTimelineGroup
Ranch Capital Advisors Inc.87,737$3.73M1.62%+3,02213F-HRTimeline
WEDBUSH SECURITIES INC85,562$3.64M0.13%-1,02113F-HRTimeline
SPC Financial, Inc.82,595$3.51M0.29%-2,95713F-HRTimeline
McAdam, LLC82,130$3.49M0.19%+3,15313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…81,354$3.46M0.01%+8,16513F-HR/ATimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC78,201$3.33M0.23%+18,97013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.78,092$3.32M0.02%+3,24113F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …76,886$3.27M0.07%new13F-HRTimelineGroup
MGB Wealth Management, LLC76,855$3.27M1.08%-1,07213F-HRTimeline
Jacobi Capital Management LLC75,766$3.22M0.21%+4,78113F-HRTimeline
MIdWestOne Financial Group, Inc.75,262$3.2M0.42%+5,04513F-HRTimeline
Moran Wealth Management, LLC75,027$3.19M0.1%+5,37913F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP73,823$3.14M0.55%-3,59513F-HRTimeline
Centric Wealth Management70,973$3.05M0.73%+4,44913F-HRTimeline
Capital Square, LLC70,212$3M1.6%+38,96613F-HRTimeline
BLAIR WILLIAM & CO/IL70,505$3M0.01%+1,60913F-HRTimeline
PFG Advisors69,849$2.97M0.14%-2,98313F-HRTimeline
Allred Capital Management, LLC68,214$2.9M1.09%+15,46713F-HRTimeline
Caliber Wealth Management, LLC / KS67,570$2.88M0.31%-7,52213F-HRTimeline
Good Steward Wealth Advisors,LLC63,473$2.7M2.12%-44,68613F-HRTimeline
Meridian Wealth Advisors, LLC63,404$2.7M0.43%-2,97513F-HRTimeline
OLD MISSION CAPITAL LLC62,800$2.67M0.07%new13F-HRTimeline
Financial Insights, Inc.60,545$2.58M0.94%+5,69013F-HRTimeline
Plotkin Financial Advisors, LLC60,383$2.57M1.42%+93713F-HRTimeline
Foguth Wealth Management, LLC.57,917$2.46M0.53%-114,66313F-HRTimeline
Signal Advisors Wealth, LLC56,178$2.39M0.19%-98,63113F-HRTimeline
Harbor Asset Planning, Inc.54,659$2.33M2.22%13F-HRTimeline
Advisory Services Network, LLC49,773$2.13M0.03%+28,02113F-HRTimeline
Collaborative Wealth Managment Inc.47,382$2.02M0.88%013F-HRTimeline
CHOREO, LLC47,092$2M0.03%+5,94513F-HRTimeline
Qube Research & Technologies Ltd46,899$2M<0.01%+46,02713F-HRTimeline
United Advisor Group, LLC46,408$1.97M0.34%+9,15113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management45,156$1.92M0.07%-25,58313F-HRTimelineGroup
SMITH, MOORE & CO.44,167$1.88M0.16%+2,11513F-HRTimeline
Northwest Financial Advisors44,045$1.87M2.61%+4,61813F-HRTimeline
Allworth Financial LP43,844$1.87M0.01%-6,40313F-HRTimeline
RDA Financial Network42,591$1.81M0.49%+45313F-HRTimeline
Prospera Financial Services Inc41,787$1.78M0.03%+2,11313F-HRTimeline
COMERICA BANK41,200$1.75M0.01%+2,20913F-HRTimeline
Founders Financial Alliance, LLC41,095$1.75M0.4%+62413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management39,964$1.7M0.02%+11,63213F-HRTimelineGroup
Altus Wealth Group LLC39,829$1.69M0.75%+61013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC39,600$1.68M<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO39,062$1.66M<0.01%+6,13213F-HRTimelineGroup
Capital Wealth Planning, LLC38,079$1.62M0.01%+34013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC37,633$1.6M0.03%+6,64013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV36,800$1.57M<0.01%-8,05213F-HRTimeline
Pasadena Private Wealth, LLC34,397$1.46M0.25%-224,44313F-HRTimeline
First Heartland Consultants, Inc.34,266$1.46M0.13%+1,49613F-HRTimeline
CAP Partners, LLC33,990$1.45M0.91%-80313F-HRTimeline
DAVENPORT & Co LLC33,655$1.43M0.01%-3,31113F-HRTimeline
Semus Wealth Partners LLC33,490$1.42M0.92%+29013F-HRTimeline
Peak Planning Group, LLC32,066$1.36M0.87%+15213F-HRTimeline
Meridian Wealth Management, LLC31,325$1.33M0.06%+1,49013F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.31,075$1.32M0.02%new13F-HRTimelineGroup
CFO4Life Group, LLC31,022$1.32M0.21%+1,91313F-HRTimeline
Principle Wealth Partners LLC30,208$1.29M0.08%+7,56813F-HRTimeline
CIBC WORLD MARKET INC.28,420$1.21M<0.01%new13F-HRTimeline
SFMG, LLC27,962$1.19M0.09%013F-HRTimeline
VestGen Advisors, LLC27,730$1.18M0.05%-1,32413F-HRTimeline
World Investment Advisors27,319$1.16M0.03%+36313F-HRTimeline
L2 Asset Management, LLC27,191$1.16M0.19%new13F-HRTimeline
Morey & Quinn Wealth Partners, LLC27,087$1.15M0.92%-1,95813F-HRTimeline
Cushing Capital Partners, LLC26,897$1.14M0.97%+1613F-HRTimeline
BOS Asset Management, LLC26,627$1.13M0.36%+17613F-HRTimeline
CWC Advisors, LLC.26,143$1.11M0.57%+3,05713F-HRTimeline
Belpointe Asset Management LLC25,512$1.09M0.05%+1,17113F-HRTimeline
Atria Investments, Inc24,986$1.06M0.01%+1,03513F-HRTimeline
Gateway Wealth Partners, LLC24,832$1.06M0.2%-1,85213F-HRTimeline
PRIVATE TRUST CO NA24,389$1.04M0.1%+7,22813F-HRTimeline
Carson Advisory Inc.24,365$1.04M0.66%+45813F-HRTimeline
HARBOUR INVESTMENTS, INC.23,507$1M0.03%+1,76313F-HRTimeline
Key Client Fiduciary Advisors, LLC22,100$940K0.39%-80013F-HRTimeline
RPS ADVISORY SOLUTIONS LLC21,965$935K0.51%-5413F-HRTimeline
Capasso Planning Partners LLC21,740$925K0.52%-7,45013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.21,036$895K0.06%-8013F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC20,677$880K0.07%-30813F-HRTimeline
Reyes Financial Architecture, Inc.20,587$876K0.76%+88713F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC20,309$864K0.3%new13F-HRTimeline
Sachetta, LLC20,240$861K0.34%+23613F-HRTimeline
HBK Sorce Advisory LLC19,948$849K0.02%+14113F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO19,686$838K0.01%new13F-HRTimelineGroup
J.W. COLE ADVISORS, INC.19,182$816K0.02%+1,25613F-HRTimeline
Alliance Wealth Advisors, LLC18,984$808K0.44%+33413F-HRTimeline
Wealthfront Advisers LLC18,417$784K<0.01%+3,16013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC18,050$768K<0.01%+4,21213F-HRTimelineGroup
Farther Finance Advisors, LLC17,946$764K0.02%+13,02013F-HRTimeline
Sollinda Capital Management LLC17,854$760K0.2%new13F-HRTimeline
Mayflower Financial Advisors, LLC16,638$708K0.1%-92013F-HRTimeline
Rosenberg Matthew Hamilton16,329$695K0.16%+1,51113F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED15,884$676K0.06%-61713F-HRTimeline
IFP Advisors, Inc15,824$673K0.02%-7,73613F-HRTimeline
Integrated Wealth Concepts LLC14,626$622K0.01%+2,05113F-HRTimeline
Berger Financial Group, Inc14,610$622K0.04%-113F-HRTimeline
ROTHSCHILD INVESTMENT LLC14,410$613K0.04%-10513F-HRTimeline
Uniting Wealth Partners, LLC14,240$606K0.23%+1713F-HRTimeline
Wiser Advisor Group LLC14,040$597K1.04%+1,13413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP13,835$584K<0.01%+4,32413F-HRTimelineGroup
White Knight Strategic Wealth Advisors,…13,477$573K0.49%+1,73113F-HRTimeline
IAM Advisory, LLC12,721$541K0.13%-1,17713F-HRTimeline
PACIFIC FINANCIAL GROUP INC12,674$539K0.42%-39513F-HRTimeline
HF Advisory Group, LLC12,478$531K0.21%-3,37313F-HRTimeline
Illumine Investment Management, LLC12,293$523K0.42%+49113F-HRTimeline
Mutual Advisors, LLC12,071$522K0.01%+1,91513F-HRTimeline
OneAscent Wealth Management LLCin group OneAscent Financial Services …12,227$520K0.19%new13F-HRTimelineGroup
MUIRFIELD WEALTH ADVISORS LLC12,144$517K0.41%-25713F-HRTimeline
Kovack Advisors, Inc.11,734$499K0.05%-5,90613F-HRTimeline
Patriot Financial Group Insurance Agenc…14,409$497K0.06%+21513F-HRTimeline
Global Retirement Partners, LLC11,578$493K0.01%13F-HRTimeline
Joseph P. Lucia & Associates, LLC11,380$484K0.2%+26313F-HRTimeline
Van Hulzen Asset Management, LLC11,351$483K0.04%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS11,254$479K<0.01%+1,72713F-HRTimeline
Arete Wealth Advisors, LLC10,644$453K0.03%-67413F-HRTimeline
Aptus Capital Advisors, LLC10,441$444K<0.01%+1,51013F-HRTimeline
PFG Investments, LLC10,311$439K0.03%-58213F-HRTimeline
Creative Planningin group Creative Planning10,295$438K<0.01%new13F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…10,009$426K0.01%+19113F-HRTimelineGroup
Opal Wealth Advisors, LLC9,967$424K0.12%-74913F-HRTimeline
INTEGRITY ALLIANCE, LLC.9,856$419K0.02%+2,32713F-HRTimeline
Tidemark, LLC9,830$418K0.13%+1,93413F-HRTimeline