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Disclosery

IDVO AMPLIFY ETF TR

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CWP INTL ENHANCE (fund)

49 managers (49 13F filers) reported a position in IDVO shares at 2025-09-30, 5,526,467 shares in all. 6 filers opened a position and 8 filers sold out during the quarter.

Managers
49
13F filers
49
New
6
Added
34
Reduced
5
Sold out
8
Shares held by filers
5,526,467

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 INC1,095,430$40.8M0.01%+270,76813F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…721,103$26.9M0.54%+13,05313F-HRTimelineGroup
Janney Montgomery Scott LLC691,125$25.8M0.06%+38,35513F-HRTimeline
Sterling Financial Group, Inc.528,577$19.7M6.25%+88,52113F-HRTimeline
LPL Financial LLC351,979$13.1M<0.01%+127,38813F-HRTimeline
UBS Group AGin group UBS Group AG301,039$11.2M<0.01%+52,05113F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP251,021$9.36M0.01%+4,35913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.242,109$8.87M0.01%+105,21013F-HRTimelineGroup
Elmwood Wealth Management, Inc.167,671$6.25M2.22%+4,82313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC115,780$4.32M<0.01%+34,04713F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP114,484$4.27M0.01%+34,40913F-HRTimelineGroup
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …91,490$3.41M1.92%+1,95713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC90,336$3.37M<0.01%+61,98413F-HRTimelineGroup
Steward Partners Investment Advisory, L…76,807$2.86M0.02%+17,72713F-HRTimeline
Visionary Wealth Advisors65,436$2.44M0.11%+2,71813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA64,272$2.4M<0.01%+39,81913F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…54,893$2.05M0.08%+1,29113F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…52,957$1.97M<0.01%+12,57513F-HRTimeline
Capital Investment Advisory Services, L…46,088$1.72M0.14%-1,26913F-HRTimeline
Principle Wealth Partners LLC43,856$1.64M0.09%+25,02313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC39,852$1.49M<0.01%+12,01313F-HRTimeline
CAP Partners, LLC37,627$1.4M0.8%+1,30313F-HRTimeline
Northwest Financial Advisors31,834$1.19M1.52%+2913F-HRTimeline
Reyes Financial Architecture, Inc.29,838$1.11M0.76%+4,43413F-HRTimeline
NewEdge Advisors, LLC27,247$1.02M<0.01%+2,71213F-HRTimeline
Pasadena Private Wealth, LLC24,563$916K0.13%-41013F-HRTimeline
Farther Finance Advisors, LLC22,231$829K0.01%+5,31013F-HRTimeline
Goldstone Financial Group, LLC22,211$828K0.1%+22913F-HRTimeline
WEST MICHIGAN ADVISORS, LLC20,578$767K0.18%+1,29913F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.17,997$671K0.04%new13F-HRTimelineGroup
Snowden Capital Advisors LLC13,408$500K0.01%+2,34913F-HRTimeline
SeaCrest Wealth Management, LLC11,140$419K0.04%new13F-HRTimeline
Financial Insights, Inc.10,700$399K0.13%new13F-HRTimeline
Embree Financial Group9,458$353K0.05%+96113F-HRTimeline
HBK Sorce Advisory LLC8,929$332K0.01%+88113F-HR/ATimeline
Tidemark, LLC7,615$284K0.08%-33513F-HRTimeline
SPC Financial, Inc.5,650$211K0.02%new13F-HRTimeline
CPC Advisors, LLC5,527$206K0.02%new13F-HRTimeline
Aptus Capital Advisors, LLC3,765$140K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.3,428$128K0.04%new13F-HRTimeline
AdvisorNet Financial, Inc3,125$117K0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,408$52.5K<0.01%+52813F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…800$29.8K<0.01%013F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC527$19.7K<0.01%013F-HRTimelineGroup
SIMPLEX TRADING, LLC271$10K<0.01%+10913F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…231$8.63K<0.01%-1,89413F-HRTimelineGroup
Roble, Belko & Company, Inc49$2K<0.01%+1413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3$144<0.01%-2813F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2$60<0.01%+113F-HRTimelineGroup