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Disclosery

ITEQ AMPLIFY ETF TR

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INDX FD (fund)

39 managers (39 13F filers) reported a position in ITEQ shares at 2025-03-31, 269,972 shares in all. 5 filers opened a position and 1 filer sold out during the quarter.

Managers
39
13F filers
39
New
5
Added
3
Reduced
8
Sold out
1
Shares held by filers
269,972

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
LPL Financial LLC120,303$5.87M<0.01%+6,09813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC67,047$3.27M0.01%-40,67313F-HR/ATimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…33,101$1.62M<0.01%+29513F-HRTimelineGroup
CERTUITY, LLC6,874$336K0.04%013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.6,042$295K0.01%013F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC5,761$281K<0.01%-1,66013F-HRTimelineGroup
RVW Wealth, LLC4,772$233K0.02%-2313F-HRTimeline
Glassman Wealth Services4,345$212K0.04%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,691$181K<0.01%-5513F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,313$162K<0.01%-38313F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,078$150K<0.01%013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,013$98.3K<0.01%-2513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,374$67.1K<0.01%+18413F-HRTimelineGroup
RAELIPSKIE PARTNERSHIP1,300$63.5K0.03%new13F-HRTimeline
IFP Advisors, Inc1,271$62.1K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL1,000$48.8K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.595$29.4K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc451$23.2K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…400$19.5K<0.01%013F-HRTimeline
Activest Wealth Management378$18.5K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV352$17.2K<0.01%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC325$15.9K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC297$14.5K<0.01%-1,11213F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…280$13.7K<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG258$12.6K<0.01%new13F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\220$10.7K<0.01%013F-HRTimelineGroup
MAI Capital Management175$8.55K<0.01%013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …150$7.33K<0.01%013F-HRTimelineGroup
VALLEY NATIONAL ADVISERS INC152$7K<0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC140$6.84K<0.01%new13F-HRTimeline
Princeton Global Asset Management LLC125$6.1K<0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources123$6.01K<0.01%013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC100$5.15K<0.01%013F-HRTimelineGroup
McIlrath & Eck, LLC92$4.49K<0.01%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/50$2.44K<0.01%013F-HRTimelineGroup
Tortoise Investment Management, LLC24$1.17K<0.01%013F-HR/ATimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…0$6<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$1<0.01%-113F-HRTimelineGroupAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.