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Disclosery

ITEQ AMPLIFY ETF TR

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INDX FD (fund)

45 managers (45 13F filers) reported a position in ITEQ shares at 2025-06-30, 265,517 shares in all. 7 filers opened a position and 3 filers sold out during the quarter.

Managers
45
13F filers
45
New
7
Added
6
Reduced
6
Sold out
3
Shares held by filers
265,517

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
LPL Financial LLC122,537$6.93M<0.01%+2,23413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…32,595$1.84M<0.01%-50613F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC32,340$1.83M<0.01%-34,70713F-HRTimelineGroup
OLD MISSION CAPITAL LLC25,781$1.46M0.04%new13F-HRTimeline
CERTUITY, LLC6,874$389K0.04%013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.6,063$343K0.01%+2113F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC5,761$326K<0.01%013F-HRTimelineGroup
Glassman Wealth Services4,345$246K0.04%013F-HRTimeline
RVW Wealth, LLC4,161$235K0.02%-61113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,405$192K<0.01%-28613F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,113$176K<0.01%-20013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,078$174K<0.01%013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,345$133K<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,013$114K<0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,365$77.2K<0.01%-913F-HR/ATimelineGroup
IFP Advisors, Inc1,313$74.2K<0.01%+4213F-HRTimeline
BLAIR WILLIAM & CO/IL1,000$56.5K<0.01%013F-HRTimeline
Legacy Investment Solutions, LLC953$53.9K0.03%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…953$53.9K0.03%new13F-HRTimelineGroup
TD Waterhouse Canada Inc.595$33.3K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc451$25.5K0.01%013F-HRTimeline
Farther Finance Advisors, LLC425$24K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…400$22.6K<0.01%013F-HRTimeline
Activest Wealth Management378$21.4K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV352$19.9K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…350$19.8K<0.01%new13F-HRTimelineGroup
CHILTON CAPITAL MANAGEMENT LLC325$18.4K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC322$18.2K<0.01%+2513F-HRTimelineGroup
MAI Capital Management300$17K<0.01%+12513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…280$15.8K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\220$12.4K<0.01%013F-HRTimelineGroup
Key Financial Inc167$9.44K<0.01%new13F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …150$8.48K<0.01%013F-HRTimelineGroup
VALLEY NATIONAL ADVISERS INC152$8K<0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC140$7.92K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC125$7.07K<0.01%013F-HRTimeline
Harbor Asset Planning, Inc.100$5.65K0.01%13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC100$5.65K<0.01%013F-HRTimelineGroup
McIlrath & Eck, LLC92$5.2K<0.01%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/50$2.83K<0.01%013F-HRTimelineGroup
Tortoise Investment Management, LLC24$1.36K<0.01%013F-HRTimeline
CoreCap Advisors, LLC23$1.3K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$50<0.01%+113F-HRTimelineGroup
PENSION & WEALTH MANAGEMENT ADVISORS, I…0$7<0.01%013F-HRTimelineAmount 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.