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Disclosery

IDVO AMPLIFY ETF TR

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CWP INTL ENHANCE (fund)

66 managers (66 13F filers) reported a position in IDVO shares at 2025-12-31, 6,478,902 shares in all. 16 filers opened a position and 3 filers sold out during the quarter.

Managers
66
13F filers
66
New
16
Added
30
Reduced
9
Sold out
3
Shares held by filers
6,478,902

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,356,759$52M0.02%+261,32913F-HRTimelineGroup
Janney Montgomery Scott LLC772,182$29.6M0.07%+81,05713F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…724,398$27.8M0.53%+3,29513F-HRTimelineGroup
Sequoia Financial Advisors, LLC519,177$19.9M0.11%new13F-HRTimeline
LPL Financial LLC457,106$17.5M<0.01%+105,12713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.343,327$13.2M0.02%+101,21813F-HRTimelineGroup
UBS Group AGin group UBS Group AG289,655$11.1M<0.01%-11,38413F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP274,344$10.5M0.01%+23,32313F-HRTimelineGroup
Elmwood Wealth Management, Inc.169,383$6.5M2.05%+1,71213F-HRTimeline
Principle Wealth Partners LLC123,149$4.72M0.27%+79,29313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC120,901$4.64M<0.01%+5,12113F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP118,451$4.54M0.01%+3,96713F-HRTimelineGroup
Steward Partners Investment Advisory, L…112,124$4.3M0.02%+35,31713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…110,547$4.24M<0.01%new13F-HR/ATimelineGroup
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …92,804$3.56M1.93%+1,31413F-HRTimeline
Visionary Wealth Advisors73,037$2.8M0.13%+7,60113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA68,414$2.62M<0.01%+4,14213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC63,637$2.44M<0.01%+23,78513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…51,469$2.05M<0.01%-1,48813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC46,843$1.8M<0.01%-43,49313F-HRTimelineGroup
CAP Partners, LLC44,560$1.71M0.97%+6,93313F-HRTimeline
Capital Investment Advisory Services, L…43,463$1.67M0.12%-2,62513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…41,209$1.58M0.06%-13,68413F-HRTimelineGroup
Financial Insights, Inc.39,825$1.53M0.51%+29,12513F-HRTimeline
Reyes Financial Architecture, Inc.35,606$1.37M0.83%+5,76813F-HRTimeline
Pasadena Private Wealth, LLC32,216$1.24M0.17%+7,65313F-HRTimeline
Northwest Financial Advisors31,821$1.22M2.51%-1313F-HRTimeline
NewEdge Advisors, LLC29,410$1.13M<0.01%+2,16313F-HRTimeline
Proficio Capital Partners LLC28,160$1.08M0.08%new13F-HRTimeline
WEST MICHIGAN ADVISORS, LLC23,433$899K0.21%+2,85513F-HRTimeline
Farther Finance Advisors, LLC22,878$877K0.01%+64713F-HRTimeline
Goldstone Financial Group, LLC21,715$833K0.09%-49613F-HRTimeline
Snowden Capital Advisors LLC18,617$714K0.02%+5,20913F-HRTimeline
Karras Company, Inc.17,253$662K0.65%13F-HRTimeline
Savvy Advisors, Inc.16,628$638K0.02%new13F-HRTimeline
Thompson David Blair14,853$570K0.32%13F-HRTimeline
SeaCrest Wealth Management, LLC14,336$568K0.06%+3,19613F-HRTimeline
Embree Financial Group11,447$439K0.05%+1,98913F-HRTimeline
HBK Sorce Advisory LLC10,323$438K0.01%+1,39413F-HRTimeline
Institute for Wealth Management, LLC.11,049$424K0.04%new13F-HRTimeline
UMB Bank, n.a.10,800$414K0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Carr Financial Group Corp9,508$365K0.1%new13F-HRTimeline
Redwood Family Wealth LLC8,881$341K0.34%13F-HRTimeline
CPC Advisors, LLC8,201$315K0.03%+2,67413F-HRTimeline
Tidemark, LLC6,786$260K0.07%-82913F-HRTimeline
Arkadios Wealth Advisors5,961$229K<0.01%new13F-HRTimeline
Sage Capital Management, LLC5,900$226K0.1%new13F-HRTimeline
AlphaCore Capital LLC5,650$217K<0.01%new13F-HRTimeline
Clear Trail Advisors, LLC5,541$213K0.05%13F-HRTimeline
Pinnacle Bancorp, Inc.3,428$131K0.04%013F-HRTimeline
AdvisorNet Financial, Inc3,125$120K0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,147$82.3K<0.01%+73913F-HRTimelineGroup
Aptus Capital Advisors, LLC2,075$79.6K<0.01%-1,69013F-HRTimeline
CWM, LLCin group CWM, LLC800$31K<0.01%new13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…800$30.7K<0.01%013F-HRTimelineGroup
OPTIMA CAPITAL LLC773$29.6K0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC527$20.2K<0.01%013F-HRTimelineGroup
Triumph Capital Management503$19.3K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO279$10.7K<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY204$7.85K<0.01%+20113F-HR/ATimelineGroup
AE Wealth Management LLC180$6.9K<0.01%new13F-HRTimeline
SHP Wealth Management150$5.75K<0.01%13F-HRTimeline
Roble, Belko & Company, Inc116$4K<0.01%+6713F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC52$1.99K<0.01%new13F-HRTimelineGroup
Quattro Advisors LLC4$159<0.01%13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2$75<0.01%013F-HRTimelineGroup