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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 2025-12-31, 256,525 shares in all. 3 filers opened a position and 10 filers sold out during the quarter.

Managers
45
13F filers
45
New
3
Added
9
Reduced
5
Sold out
10
Shares held by filers
256,525

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
LPL Financial LLC123,754$7.18M<0.01%+1,69713F-HRTimeline
FLOW TRADERS U.S. LLC39,677$2.3M0.08%+16,06013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC31,858$1.85M<0.01%new13F-HRTimelineGroup
Thayer Partners, LLC / MA10,772$625K0.3%13F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.6,063$352K0.01%013F-HRTimelineGroup
CERTUITY, LLC5,785$336K0.02%-1,08913F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC5,761$334K<0.01%013F-HRTimelineGroup
RVW Wealth, LLC4,418$256K0.02%+24013F-HRTimeline
Pioneer Family Office, LLC4,400$255K0.17%13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,716$216K<0.01%-56813F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,285$191K<0.01%013F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,013$117K<0.01%013F-HR/ATimelineGroup
IFP Advisors, Inc1,773$103K<0.01%+46013F-HRTimeline
Glassman Wealth Services1,675$97.2K0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,340$77.8K<0.01%-2513F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,278$74.2K<0.01%013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL1,000$58K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…961$55.8K0.03%+813F-HRTimelineGroup
TD Waterhouse Canada Inc.703$40.7K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA615$36K<0.01%-2,60813F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC561$32.6K<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC458$26.6K<0.01%+6113F-HRTimelineGroup
Glass Jacobson Investment Advisors llc455$26.4K0.01%+413F-HRTimeline
Farther Finance Advisors, LLC400$23.2K<0.01%013F-HRTimeline
Activest Wealth Management381$22.1K<0.01%+313F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV352$20.5K<0.01%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC325$18.9K<0.01%013F-HRTimeline
MAI Capital Management300$17.4K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…300$17.4K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…280$16.3K<0.01%013F-HRTimelineGroup
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …253$14.7K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\220$12.8K<0.01%013F-HRTimelineGroup
Key Financial Inc167$9.69K<0.01%013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …150$8.71K<0.01%013F-HRTimelineGroup
MCF Advisors LLC141$8.19K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC152$8K<0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC130$7.57K<0.01%-1013F-HRTimeline
Princeton Global Asset Management LLC125$7.26K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.100$5.8K<0.01%013F-HRTimeline
Harbor Asset Planning, Inc.100$5.8K<0.01%013F-HRTimeline
McIlrath & Eck, LLC92$5.34K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP84$4.88K<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN79$4.57K<0.01%+7813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/50$2.9K<0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC23$1.33K<0.01%013F-HRTimeline