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Disclosery

IDVO AMPLIFY ETF TR

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CWP INTL ENHANCE (fund)

35 managers (35 13F filers) reported a position in IDVO shares at 2024-12-31, 2,965,242 shares in all. 3 filers opened a position and 1 filer sold out during the quarter.

Managers
35
13F filers
35
New
3
Added
20
Reduced
5
Sold out
1
Shares held by filers
2,965,242

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
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…703,261$21M0.47%+55,41413F-HRTimelineGroup
Janney Montgomery Scott LLC502,899$15M0.04%+28,69313F-HRTimeline
Sterling Financial Group, Inc.431,308$12.9M4.79%+42,75113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC245,001$7.31M<0.01%13F-HR/ATimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP227,587$6.79M0.01%+7,38213F-HRTimelineGroup
Elmwood Wealth Management, Inc.158,224$4.72M1.91%+5,34913F-HRTimeline
LPL Financial LLC119,883$3.58M<0.01%+36,01713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.112,034$3.34M0.01%+3,90613F-HR/ATimelineGroup
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …76,705$2.29M1.34%+78013F-HRTimeline
Visionary Wealth Advisors48,861$1.46M0.09%+3,86913F-HRTimeline
Capital Investment Advisory Services, L…48,298$1.44M0.14%-1,59413F-HRTimeline
CAP Partners, LLC36,987$1.1M0.78%+8,79913F-HRTimeline
Northwest Financial Advisors28,798$859K0.71%-1,63313F-HRTimeline
Pasadena Private Wealth, LLC28,242$843K0.17%-4,77413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC24,634$735K<0.01%+1,54413F-HRTimeline
UBS Group AGin group UBS Group AG23,701$707K<0.01%+4,72313F-HRTimelineGroup
Goldstone Financial Group, LLC23,693$707K0.11%+2,97213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…18,562$554K0.03%new13F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC17,992$537K<0.01%+5,43913F-HRTimelineGroup
WEST MICHIGAN ADVISORS, LLC17,135$511K0.15%+43013F-HRTimeline
OLD MISSION CAPITAL LLC16,769$500K0.01%+5,28013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC14,821$442K<0.01%-1,15313F-HRTimelineGroup
Steward Partners Investment Advisory, L…14,594$435K<0.01%+64813F-HRTimeline
Tidemark, LLC5,907$176K0.07%+25813F-HRTimeline
IFP Advisors, Inc4,069$121K<0.01%-43513F-HRTimeline
Aptus Capital Advisors, LLC3,765$112K<0.01%new13F-HRTimeline
ORG Partners LLC3,765$112K0.02%013F-HRTimeline
AdvisorNet Financial, Inc3,125$93.2K0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,956$88K<0.01%+44413F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…800$23.9K<0.01%013F-HRTimelineGroup
Element Wealth, LLC557$16.6K0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP274$8.18K<0.01%new13F-HRTimelineGroup
Roble, Belko & Company, Inc34$1K<0.01%+113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$35<0.01%013F-HR/ATimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.