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Disclosery

IDVO AMPLIFY ETF TR

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CWP INTL ENHANCE (fund)

125 managers (127 13F filers) reported a position in IDVO shares at 2026-06-30, 12,708,999 shares in all. 29 filers opened a position and 13 filers sold out during the quarter.

Managers
125
13F filers
127
New
29
Added
62
Reduced
20
Sold out
13
Shares held by filers
12,708,999

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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 INC2,283,788$95.9M0.03%+277,66113F-HRTimelineGroup
CPC Advisors, LLC1,256,789$52.8M7.12%+1,246,87713F-HRTimeline
Janney Montgomery Scott LLC1,083,262$45.5M0.09%+244,26613F-HRTimeline
LPL Financial LLC997,619$41.9M0.01%+215,77813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.639,968$26.9M0.42%+13,45413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.614,472$25.8M0.03%+120,56213F-HRTimelineGroup
Principle Wealth Partners LLC472,356$19.8M0.98%+51,04913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP456,668$19.2M0.02%+48,03513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY431,833$18.1M<0.01%+431,37613F-HRTimelineGroup
Sequoia Financial Advisors, LLC422,510$17.7M0.09%-72,89913F-HRTimeline
UBS Group AGgroup of 2 filers holding346,410$14.5M+8,412Timeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding253,090$10.6MnewTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA235,435$9.89M<0.01%+136,97613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC223,609$9.39M0.01%+8,82913F-HRTimeline
Elmwood Wealth Management, Inc.205,229$8.62M2.16%+3,71113F-HRTimeline
ARQ WEALTH ADVISORS, LLC164,798$7.06M0.88%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…165,082$6.93M0.23%+9,29313F-HRTimelineGroup
Steward Partners Investment Advisory, L…143,993$6.05M0.03%+6,21713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…139,950$5.88M<0.01%+25,39213F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP135,849$5.71M0.01%+5,06213F-HRTimelineGroup
Atlas Wealth LLC127,500$5.36M0.76%+16,84113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC123,897$5.2M<0.01%-12,29313F-HRTimelineGroup
IAM Advisory, LLC103,899$4.36M0.85%+4,38713F-HRTimeline
Proficio Capital Partners LLC101,520$4.26M0.15%+38,31013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.94,185$3.96M0.01%+47,42613F-HRTimelineGroup
Visionary Wealth Advisors91,960$3.86M0.15%+11,24413F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …90,798$3.81M1.85%+78313F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC65,126$2.74M0.04%+6,52813F-HRTimeline
Retirement Planning Group, LLC65,021$2.73M0.07%+8,61813F-HRTimeline
Financial Insights, Inc.54,234$2.28M0.6%+3,57513F-HRTimeline
Pasadena Private Wealth, LLC52,424$2.2M0.28%+10,24113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…48,847$2.07M<0.01%+11,06313F-HRTimeline
CAP Partners, LLC46,446$1.95M0.95%+1,08013F-HRTimeline
Capital Investment Advisory Services, L…45,214$1.9M0.12%+3,04513F-HRTimeline
NewEdge Advisors, LLC41,073$1.73M0.01%+2,74913F-HRTimeline
URS Advisory LLC37,539$1.58M0.88%-24,54113F-HRTimeline
Northwest Financial Advisors35,333$1.48M0.2%-1,46913F-HRTimeline
Snowden Capital Advisors LLC34,852$1.46M0.03%+2,10913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP34,521$1.44M<0.01%+9,27113F-HRTimelineGroup
Navis Wealth Advisors, LLC31,726$1.33M0.51%new13F-HRTimeline
OLD MISSION CAPITAL LLC31,455$1.32M0.03%-22,53113F-HRTimeline
Carr Financial Group Corp30,289$1.27M0.29%+2,56113F-HRTimeline
Private Advisor Group, LLC28,527$1.2M0.01%+7,53013F-HRTimeline
Karras Company, Inc.28,420$1.19M1.08%+8,79213F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC26,298$1.1M0.17%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\25,881$1.09M<0.01%+9,47113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO25,002$1.04M<0.01%+24,94413F-HRTimelineGroup
Bright Futures Wealth Management, LLC.24,527$1.03M0.67%-2,90013F-HRTimeline
Savvy Advisors, Inc.24,310$1.02M0.02%-82113F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC23,015$967K0.01%013F-HRTimeline
Institute for Wealth Management, LLC.22,959$964K0.09%+7,49013F-HRTimeline
Farther Finance Advisors, LLC22,637$951K0.01%-2,28713F-HRTimeline
Embree Financial Group21,570$906K0.09%+5,53513F-HRTimeline
HARBOUR INVESTMENTS, INC.21,492$903K0.01%+11,84313F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.20,451$859K0.07%-18513F-HRTimelineGroup
Goldstone Financial Group, LLC19,256$809K0.07%-1,26913F-HRTimeline
HBK Sorce Advisory LLC15,932$683K0.01%+4,65613F-HRTimeline
Reliant Wealth Planning15,028$631K0.17%+5,78713F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC14,684$617K<0.01%new13F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC13,739$577K0.02%+3,69013F-HRTimeline
INTEGRITY ALLIANCE, LLC.11,033$463K0.01%+4,88213F-HRTimeline
UMB Bank, n.a.10,800$454K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Equitable Holdings, Inc.in group Equitable Holdings, Inc.10,697$449K<0.01%+1,16313F-HRTimelineGroup
Arkadios Wealth Advisors10,487$440K0.01%+2,05813F-HRTimeline
Sigma Planning Corp10,135$426K0.01%new13F-HRTimeline
Strategic Wealth Partners, Ltd.8,933$375K0.02%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…8,991$372K0.02%new13F-HRTimeline
Redwood Family Wealth LLC8,747$367K0.33%-46013F-HRTimeline
Atria Investments, Inc8,535$358K<0.01%+1,82113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC8,417$354K0.01%+1,33213F-HRTimeline
Mariner, LLCin group Mariner, LLC8,300$349K<0.01%new13F-HRTimelineGroup
Marion Wealth Management7,857$330K0.07%+2,12013F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC7,375$310K0.09%new13F-HRTimelineGroup
Tidemark, LLC7,010$294K0.07%+22213F-HRTimeline
PFG Investments, LLC6,757$284K0.01%-49313F-HRTimeline
HighTower Advisors, LLC6,727$283K<0.01%new13F-HRTimeline
HighPoint Advisor Group LLC6,377$268K0.01%+26613F-HRTimeline
LifeGoal Investments, LLC6,313$265K0.12%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN6,119$257K<0.01%+6,11813F-HRTimelineGroup
Capital Wealth Planning, LLC5,747$241K<0.01%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV5,649$237K<0.01%-113F-HR/ATimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC5,509$231K<0.01%+47513F-HRTimelineGroup
Bison Wealth, LLC5,237$221K0.02%+47413F-HRTimeline
MONECO ADVISORS, LLC5,133$216K0.01%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management5,096$214K<0.01%new13F-HRTimelineGroup
Mission Hills Financial Advisory, LLC5,051$212K0.09%new13F-HRTimeline
Avidian Wealth Enterprises, LLC4,850$204K0.01%new13F-HRTimeline
Trexquant Investment LP4,846$204K<0.01%new13F-HRTimeline
Clear Trail Advisors, LLC4,839$203K0.03%-61413F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD4,786$201K0.03%new13F-HRTimeline
SIMPLEX TRADING, LLC3,887$163K<0.01%-2,46413F-HRTimeline
CENTAURUS FINANCIAL, INC.3,800$160K0.01%+25813F-HRTimeline
Pinnacle Bancorp, Inc.3,428$144K0.04%013F-HRTimeline
AdvisorNet Financial, Inc3,125$131K0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,439$102K<0.01%+1,43913F-HRTimelineGroup
Noble Wealth Management PBC2,100$88.2K0.04%new13F-HRTimeline
Wealth Enhancement Trust Services, Inc.2,000$84K0.01%new13F-HR/ATimeline
Aptus Capital Advisors, LLC1,825$76.7K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,604$67.4K<0.01%-35413F-HRTimelineGroup
Global Retirement Partners, LLC1,392$58.5K<0.01%13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC1,350$56.7K0.03%new13F-HRTimeline
Decker Retirement Planning Inc.1,170$49.1K0.02%013F-HRTimeline
IFP Advisors, Inc1,082$45.4K<0.01%-4113F-HRTimeline
TSFG, LLC1,061$45K0.01%new13F-HRTimeline
Allworth Financial LP900$37.8K<0.01%+25913F-HRTimeline
PRIVATE TRUST CO NA825$34.6K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…800$33.6K<0.01%013F-HRTimelineGroup
SWAN Capital LLC723$30.4K0.01%+42313F-HRTimeline
Triumph Capital Management618$26K<0.01%+1513F-HRTimeline
Integrated Wealth Concepts LLC507$21.3K<0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…473$19.9K<0.01%-14513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC423$18K<0.01%-313F-HRTimelineGroup
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…402$16.9K<0.01%+113F-HR/ATimelineGroup
JPL Wealth Management, LLC390$16.4K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.350$14.7K<0.01%new13F-HRTimeline
Anchor Bay Capital, Inc.295$12.7K0.01%13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…300$12.6K<0.01%new13F-HRTimelineGroup
Roble, Belko & Company, Inc244$10K<0.01%+12613F-HRTimeline
ROTHSCHILD INVESTMENT LLC200$8.4K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC200$8.4K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC137$5.75K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC100$4.2K<0.01%-1,95313F-HRTimeline
SHP Wealth Management89$3.75K<0.01%013F-HRTimeline
SIGNATUREFD, LLC85$3.57K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…25$1.05K<0.01%013F-HRTimelineGroup