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Disclosery

IDVO AMPLIFY ETF TR

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CWP INTL ENHANCE (fund)

52 managers (52 13F filers) reported a position in IDVO shares at 2025-06-30, 6,329,859 shares in all. 17 filers opened a position and 0 filers sold out during the quarter.

Managers
52
13F filers
52
New
17
Added
20
Reduced
9
Sold out
0
Shares held by filers
6,329,859

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 INC824,662$28.3M0.01%+127,07313F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…708,050$24.3M0.54%+33,87513F-HRTimelineGroup
Janney Montgomery Scott LLC652,770$22.4M0.06%+37,23113F-HRTimeline
Sterling Financial Group, Inc.440,056$15.1M5.08%+4,01013F-HRTimeline
UBS Group AGin group UBS Group AG248,988$8.56M<0.01%+51,64613F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP246,662$8.48M0.01%-49213F-HRTimelineGroup
LPL Financial LLC224,591$7.72M<0.01%+53,02113F-HRTimeline
Elmwood Wealth Management, Inc.162,848$5.6M2.22%+2,97313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.136,899$4.7M0.01%-5,00413F-HR/ATimelineGroup
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …89,533$3.08M1.79%+3,86213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC81,733$2.81M<0.01%new13F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP80,075$2.75M<0.01%new13F-HRTimelineGroup
Visionary Wealth Advisors62,718$2.15M0.11%+8,57913F-HRTimeline
Steward Partners Investment Advisory, L…59,080$2.03M0.02%+28,51013F-HRTimeline
Proficio Capital Partners LLC1,767,934$1.85M0.12%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…53,602$1.84M0.08%+11,59713F-HRTimelineGroup
Capital Investment Advisory Services, L…47,357$1.63M0.13%-40413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…40,382$1.39M<0.01%+1,50013F-HRTimeline
CAP Partners, LLC36,324$1.25M0.79%-1,99813F-HRTimeline
Northwest Financial Advisors31,805$1.09M1.52%+2,94513F-HRTimeline
OLD MISSION CAPITAL LLC31,068$1.07M0.03%-16,95213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC28,352$974K<0.01%+8,32513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC27,839$957K<0.01%-13,42613F-HRTimeline
Reyes Financial Architecture, Inc.25,404$873K0.75%new13F-HRTimeline
Pasadena Private Wealth, LLC24,973$858K0.15%new13F-HRTimeline
NewEdge Advisors, LLC24,535$843K<0.01%+11,92313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA24,453$841K<0.01%+16,41413F-HR/ATimelineGroup
Goldstone Financial Group, LLC21,982$757K0.1%-37713F-HRTimeline
WEST MICHIGAN ADVISORS, LLC19,279$662K0.19%+1,34413F-HRTimeline
Principle Wealth Partners LLC18,833$647K0.04%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC17,960$617K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC16,921$581K0.01%new13F-HRTimeline
Snowden Capital Advisors LLC11,059$380K0.01%new13F-HRTimeline
Embree Financial Group8,497$292K0.04%new13F-HRTimeline
HBK Sorce Advisory LLC8,048$277K0.01%new13F-HRTimeline
Tidemark, LLC7,950$273K0.09%+2,12013F-HRTimeline
Aptus Capital Advisors, LLC3,765$129K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC3,765$129K0.01%013F-HRTimeline
AdvisorNet Financial, Inc3,125$107K0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…2,125$73K<0.01%new13F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP880$30.1K<0.01%new13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…800$27.5K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO729$25.1K<0.01%-28713F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC527$18.1K<0.01%new13F-HRTimelineGroup
Park Square Financial Group, LLC450$15.5K0.01%013F-HRTimeline
AE Wealth Management LLC241$8.28K<0.01%-70013F-HRTimeline
SIMPLEX TRADING, LLC162$5K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY31$1.09K<0.01%+2913F-HRTimelineGroup
Roble, Belko & Company, Inc35$1K<0.01%+113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$39<0.01%new13F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1$34<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.