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Disclosery

ITEQ AMPLIFY ETF TR

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INDX FD (fund)

50 managers (50 13F filers) reported a position in ITEQ shares at 2025-09-30, 241,779 shares in all. 9 filers opened a position and 3 filers sold out during the quarter.

Managers
50
13F filers
50
New
9
Added
5
Reduced
7
Sold out
3
Shares held by filers
241,779

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
LPL Financial LLC122,057$7.16M<0.01%-48013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…30,399$1.78M<0.01%-2,19613F-HRTimelineGroup
FLOW TRADERS U.S. LLC23,617$1.39M0.06%new13F-HRTimeline
CERTUITY, LLC6,874$403K0.03%013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.6,063$356K0.01%013F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC5,761$338K<0.01%013F-HRTimelineGroup
Ausdal Financial Partners, Inc.5,666$332K0.02%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,284$251K<0.01%+1,93913F-HRTimelineGroup
RVW Wealth, LLC4,178$245K0.02%+1713F-HRTimeline
Family Manage LLC3,500$205K0.03%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC3,451$202K<0.01%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…3,420$201K<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,285$193K<0.01%+17213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,223$189K<0.01%-18213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,013$118K<0.01%013F-HR/ATimelineGroup
Glassman Wealth Services1,675$98.2K0.01%-2,67013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,365$77K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc1,313$77K<0.01%013F-HR/ATimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,278$74.9K<0.01%-1,80013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL1,000$58.6K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…953$55.9K0.03%013F-HRTimelineGroup
TD Waterhouse Canada Inc.703$41K<0.01%+10813F-HRTimeline
Glass Jacobson Investment Advisors llc451$26.5K0.01%013F-HRTimeline
Farther Finance Advisors, LLC400$23.5K<0.01%-2513F-HRTimeline
FMR LLCin group FMR LLC397$23.3K<0.01%+7513F-HRTimelineGroup
Activest Wealth Management378$22.2K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV352$20.7K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…350$20.5K<0.01%013F-HRTimelineGroup
CHILTON CAPITAL MANAGEMENT LLC325$19.1K<0.01%013F-HRTimeline
MAI Capital Management300$17.6K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…300$17.6K<0.01%-10013F-HRTimeline
UBS Group AGin group UBS Group AG293$17.2K<0.01%new13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…280$16.4K<0.01%013F-HRTimelineGroup
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …253$14.8K<0.01%13F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\220$12.9K<0.01%013F-HRTimelineGroup
Key Financial Inc167$9.74K<0.01%013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …150$8.8K<0.01%013F-HRTimelineGroup
MCF Advisors LLC141$8.27K<0.01%new13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC140$8.22K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC152$8K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC125$7.33K<0.01%013F-HRTimeline
Harbor Asset Planning, Inc.100$5.87K0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC100$5.86K<0.01%013F-HRTimelineGroup
SOA Wealth Advisors, LLC.100$5.86K<0.01%new13F-HRTimeline
McIlrath & Eck, LLC92$5.39K<0.01%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/50$2.93K<0.01%013F-HR/ATimelineGroup
Advisory Services Network, LLC37$2.17K<0.01%new13F-HRTimeline
Tortoise Investment Management, LLC24$1.41K<0.01%013F-HRTimeline
CoreCap Advisors, LLC23$1.35K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$52<0.01%013F-HRTimelineGroup