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Disclosery

ITEQ AMPLIFY ETF TR

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INDX FD (fund)

46 managers (46 13F filers) reported a position in ITEQ shares at 2026-03-31, 323,644 shares in all. 8 filers opened a position and 7 filers sold out during the quarter.

Managers
46
13F filers
46
New
8
Added
12
Reduced
4
Sold out
7
Shares held by filers
323,644

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
LPL Financial LLC125,706$7.23M<0.01%+1,95213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC88,541$5.1M0.01%+56,68313F-HRTimelineGroup
FLOW TRADERS U.S. LLC20,911$1.2M0.04%-18,76613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…17,506$1.01M<0.01%new13F-HRTimelineGroup
Thayer Partners, LLC / MA10,897$627K0.3%+12513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC8,813$507K<0.01%new13F-HRTimelineGroup
CERTUITY, LLC5,785$333K0.02%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC5,761$332K<0.01%013F-HRTimelineGroup
RVW Wealth, LLC4,781$275K0.02%+36313F-HRTimeline
HighTower Advisors, LLC4,244$244K<0.01%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,068$234K<0.01%+35213F-HRTimelineGroup
HRT FINANCIAL LP3,736$215K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,285$189K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.2,025$117K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,973$114K<0.01%-4013F-HRTimelineGroup
IFP Advisors, Inc1,794$103K<0.01%+2113F-HRTimeline
Glassman Wealth Services1,675$96.4K0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,278$73.5K<0.01%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,193$69K<0.01%+57813F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,106$63.6K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,038$59.7K<0.01%-30213F-HRTimelineGroup
BLAIR WILLIAM & CO/IL1,000$57.5K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…961$55.3K0.03%013F-HRTimelineGroup
TD Waterhouse Canada Inc.703$41.5K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC527$30.3K<0.01%+6913F-HRTimelineGroup
Farther Finance Advisors, LLC450$26.7K<0.01%+5013F-HRTimeline
Glass Jacobson Investment Advisors llc455$26.2K0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC420$24.2K<0.01%new13F-HRTimelineGroup
Activest Wealth Management381$21.9K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV355$20.5K<0.01%+313F-HRTimeline
Steward Partners Investment Advisory, L…300$17.3K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…280$16.1K<0.01%013F-HRTimelineGroup
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …257$14.8K<0.01%+413F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\220$12.7K<0.01%013F-HRTimelineGroup
Key Financial Inc167$9.61K<0.01%013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …150$8.63K<0.01%013F-HRTimelineGroup
MCF Advisors LLC141$8.12K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC152$8K<0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC130$7.5K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC125$7.19K<0.01%013F-HRTimeline
Harbor Asset Planning, Inc.101$5.8K<0.01%+113F-HRTimeline
SOA Wealth Advisors, LLC.100$5.75K<0.01%013F-HRTimeline
McIlrath & Eck, LLC92$5.29K<0.01%013F-HRTimeline
Advisory Services Network, LLC37$2.13K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC23$1.32K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$54<0.01%-7813F-HR/ATimelineGroup