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Disclosery

IDVO AMPLIFY ETF TR

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CWP INTL ENHANCE (fund)

110 managers (111 13F filers) reported a position in IDVO shares at 2026-03-31, 9,444,176 shares in all. 50 filers opened a position and 5 filers sold out during the quarter.

Managers
110
13F filers
111
New
50
Added
43
Reduced
14
Sold out
5
Shares held by filers
9,444,176

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 INC2,006,127$81.2M0.03%+649,36813F-HRTimelineGroup
Janney Montgomery Scott LLC838,996$34M0.08%+66,81413F-HRTimeline
LPL Financial LLC781,841$31.6M0.01%+324,73513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…626,514$25.4M0.46%-97,88413F-HRTimelineGroup
Sequoia Financial Advisors, LLC495,409$20M0.11%-23,76813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.493,910$20M0.03%+150,58313F-HRTimelineGroup
Principle Wealth Partners LLC421,307$17.1M0.97%+298,15813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP408,633$16.5M0.02%+134,28913F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding337,998$13.7M+48,343Timeline
COMMONWEALTH EQUITY SERVICES, LLC214,780$8.69M0.01%+151,14313F-HRTimeline
Elmwood Wealth Management, Inc.201,518$8.16M2.26%+32,13513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…155,789$6.3M0.19%+114,58013F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…137,776$5.58M0.03%+25,65213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC136,190$5.51M<0.01%+15,28913F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP130,787$5.29M0.01%+12,33613F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…114,558$4.64M<0.01%+4,01113F-HRTimelineGroup
Atlas Wealth LLC110,659$4.48M1.34%new13F-HR/ATimeline
IAM Advisory, LLC99,512$4.03M0.9%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA98,459$3.98M<0.01%+30,04513F-HRTimelineGroup
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …90,015$3.64M2.03%-2,78913F-HRTimeline
Visionary Wealth Advisors80,716$3.27M0.14%+7,67913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC74,924$3.03M<0.01%new13F-HRTimelineGroup
Proficio Capital Partners LLC63,210$2.56M0.14%+35,05013F-HRTimeline
URS Advisory LLC62,080$2.51M1.84%new13F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC58,598$2.37M0.04%new13F-HRTimeline
TBH Global Asset Management, LLC58,522$2.37M0.48%new13F-HRTimeline
Retirement Planning Group, LLC56,403$2.28M0.07%new13F-HRTimeline
OLD MISSION CAPITAL LLC53,986$2.18M0.05%new13F-HRTimeline
Financial Insights, Inc.50,659$2.05M0.66%+10,83413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…48,754$1.97M<0.01%new13F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.46,759$1.89M<0.01%new13F-HRTimelineGroup
CAP Partners, LLC45,366$1.84M1.04%+80613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC43,500$1.76M<0.01%-3,34313F-HRTimelineGroup
Pasadena Private Wealth, LLC42,183$1.71M0.24%+9,96713F-HRTimeline
Capital Investment Advisory Services, L…42,169$1.71M0.12%-1,29413F-HRTimeline
FIG FINANCIAL ADVISORY SERVICES INC /ADV39,648$1.6M1%new13F-HRTimeline
NewEdge Advisors, LLC38,324$1.55M0.01%+8,91413F-HR/ATimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…37,784$1.54M<0.01%-13,68513F-HRTimeline
Northwest Financial Advisors36,802$1.49M2.87%+4,98113F-HRTimeline
Snowden Capital Advisors LLC32,743$1.33M0.04%+14,12613F-HRTimeline
WEST MICHIGAN ADVISORS, LLC30,902$1.25M0.27%+7,46913F-HRTimeline
Carr Financial Group Corp27,728$1.12M0.3%+18,22013F-HRTimeline
Bright Futures Wealth Management, LLC.27,427$1.11M0.76%new13F-HRTimeline
Farther Finance Advisors, LLC24,924$1.02M0.01%+2,04613F-HRTimeline
Savvy Advisors, Inc.25,131$1.02M0.03%+8,50313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP25,250$995K<0.01%+23,10313F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC23,015$931K0.01%new13F-HRTimeline
Private Advisor Group, LLC20,997$850K<0.01%new13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.20,636$835K0.08%new13F-HRTimelineGroup
Goldstone Financial Group, LLC20,525$831K0.09%-1,19013F-HRTimeline
Karras Company, Inc.19,628$794K0.81%+2,37513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\16,410$664K<0.01%new13F-HRTimelineGroup
Embree Financial Group16,035$649K0.08%+4,58813F-HRTimeline
Institute for Wealth Management, LLC.15,469$626K0.07%+4,42013F-HRTimeline
SeaCrest Wealth Management, LLC14,370$582K0.06%+3413F-HRTimeline
HBK Sorce Advisory LLC11,276$483K0.01%+95313F-HRTimeline
UMB Bank, n.a.10,800$437K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
KINGSWOOD WEALTH ADVISORS, LLC10,049$407K0.02%new13F-HRTimeline
CPC Advisors, LLC9,912$401K0.07%+1,71113F-HRTimeline
HARBOUR INVESTMENTS, INC.9,649$391K0.01%new13F-HRTimeline
Reliant Wealth Planning9,241$374K0.11%new13F-HRTimeline
Redwood Family Wealth LLC9,207$373K0.37%+32613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.9,534$366K<0.01%new13F-HRTimelineGroup
Arkadios Wealth Advisors8,429$341K0.01%+2,46813F-HRTimeline
PFG Investments, LLC7,250$293K0.01%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC7,085$287K0.01%new13F-HR/ATimeline
Tidemark, LLC6,788$275K0.07%+213F-HRTimeline
Atria Investments, Inc6,714$272K<0.01%new13F-HRTimeline
SIMPLEX TRADING, LLC6,351$257K0.01%new13F-HRTimeline
INTEGRITY ALLIANCE, LLC.6,151$249K0.01%new13F-HRTimeline
Patriot Financial Group Insurance Agenc…6,114$247K0.01%new13F-HRTimeline
HighPoint Advisor Group LLC6,111$247K0.01%new13F-HRTimeline
Marion Wealth Management5,737$232K0.05%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV5,650$229K<0.01%new13F-HRTimeline
Clear Trail Advisors, LLC5,453$221K0.04%-8813F-HRTimeline
Bison Wealth, LLC4,763$205K0.02%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC5,034$204K<0.01%new13F-HRTimelineGroup
JOURNEY STRATEGIC WEALTH LLC4,974$201K<0.01%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.3,542$143K0.01%new13F-HRTimeline
Pinnacle Bancorp, Inc.3,428$139K0.04%013F-HRTimeline
AdvisorNet Financial, Inc3,125$126K0.01%013F-HRTimeline
AE Wealth Management LLC2,053$83.1K<0.01%+1,87313F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,958$79.2K<0.01%+1,43113F-HRTimelineGroup
Aptus Capital Advisors, LLC1,825$73.9K<0.01%-25013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC1,825$73.9K<0.01%new13F-HRTimeline
Reyes Financial Architecture, Inc.1,488$60.2K0.05%-34,11813F-HRTimeline
Qube Research & Technologies Ltd1,480$59.9K<0.01%new13F-HRTimeline
Decker Retirement Planning Inc.1,170$47.4K0.02%new13F-HRTimeline
IFP Advisors, Inc1,123$45.4K<0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,000$40.5K<0.01%new13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…800$32.4K<0.01%013F-HRTimelineGroup
Allworth Financial LP641$26K<0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…618$25K<0.01%new13F-HRTimeline
Triumph Capital Management603$24.4K<0.01%+10013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY457$18.5K<0.01%+25313F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC426$17K<0.01%new13F-HRTimelineGroup
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…401$16.2K<0.01%new13F-HRTimelineGroup
SWAN Capital LLC300$12.1K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC250$10.1K<0.01%-55013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC200$8.09K<0.01%new13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC200$8.09K<0.01%new13F-HR/ATimeline
ASSETMARK, INCin group ASSETMARK, INC137$5.54K<0.01%+8513F-HRTimelineGroup
Roble, Belko & Company, Inc118$5K<0.01%+213F-HRTimeline
Berbice Capital Management LLC100$4.05K<0.01%new13F-HRTimeline
SHP Wealth Management89$3.61K<0.01%-6113F-HRTimeline
SIGNATUREFD, LLC85$3.44K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO58$2.26K<0.01%-22113F-HR/ATimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…25$1.01K<0.01%new13F-HRTimelineGroup
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…23$931<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$53<0.01%-113F-HR/ATimelineGroup