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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 2025-03-31, 3,897,388 shares in all. 6 filers opened a position and 6 filers sold out during the quarter.

Managers
35
13F filers
35
New
6
Added
20
Reduced
4
Sold out
6
Shares held by filers
3,897,388

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 INC697,589$21.9M0.01%+452,58813F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…674,175$21.2M0.46%-29,08613F-HRTimelineGroup
Janney Montgomery Scott LLC615,539$19.4M0.05%+112,64013F-HRTimeline
Sterling Financial Group, Inc.436,046$13.7M4.94%+4,73813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP247,154$7.77M0.01%+19,56713F-HRTimelineGroup
UBS Group AGin group UBS Group AG197,342$6.21M<0.01%+173,64113F-HRTimelineGroup
LPL Financial LLC171,570$5.4M<0.01%+51,68713F-HRTimeline
Elmwood Wealth Management, Inc.159,875$5.03M2.06%+1,65113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.141,903$4.46M0.01%+29,86913F-HRTimelineGroup
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …85,671$2.69M1.67%+8,96613F-HRTimeline
Visionary Wealth Advisors54,139$1.7M0.1%+5,27813F-HRTimeline
OLD MISSION CAPITAL LLC48,020$1.51M0.03%+31,25113F-HRTimeline
Capital Investment Advisory Services, L…47,761$1.5M0.13%-53713F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…42,005$1.32M0.07%+23,44313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC41,265$1.3M<0.01%+16,63113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…38,882$1.22M<0.01%new13F-HRTimeline
CAP Partners, LLC38,322$1.21M0.87%+1,33513F-HRTimeline
Steward Partners Investment Advisory, L…30,570$961K0.01%+15,97613F-HRTimeline
Northwest Financial Advisors28,860$908K0.75%+6213F-HRTimeline
Goldstone Financial Group, LLC22,359$703K0.11%-1,33413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC20,027$630K<0.01%+5,20613F-HR/ATimelineGroup
WEST MICHIGAN ADVISORS, LLC17,935$564K0.19%+80013F-HRTimeline
NewEdge Advisors, LLC12,612$397K<0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA8,039$253K<0.01%+5,08313F-HR/ATimelineGroup
Tidemark, LLC5,830$183K0.07%-7713F-HRTimeline
Aptus Capital Advisors, LLC3,765$118K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC3,765$118K0.01%new13F-HRTimeline
AdvisorNet Financial, Inc3,125$98.3K0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,016$32K<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC941$29.6K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…800$25.2K<0.01%013F-HRTimelineGroup
Park Square Financial Group, LLC450$14.2K0.01%new13F-HRTimeline
Roble, Belko & Company, Inc34$1K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2$70<0.01%+113F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.