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Disclosery

QDVO AMPLIFY ETF TR

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CWP GRO INC ETF (fund)

50 managers (51 13F filers) reported a position in QDVO shares at 2026-06-30, 5,665,862 shares in all. 17 filers opened a position and 8 filers sold out during the quarter.

Managers
50
13F filers
51
New
17
Added
25
Reduced
6
Sold out
8
Shares held by filers
5,665,862

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,427,018$72.4M0.02%+492,81913F-HRTimelineGroup
Merit Financial Group, LLC689,804$20.6M0.13%+2,23213F-HR/ATimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding471,384$14.1MnewTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA393,794$11.8M<0.01%+28,70813F-HRTimelineGroup
LPL Financial LLC372,933$11.1M<0.01%+93,36313F-HRTimeline
Visionary Wealth Advisors205,799$6.14M0.24%+35,83413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/193,466$5.77M<0.01%+158,03013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.191,596$5.72M0.01%+91,46413F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC94,839$2.83M0.04%+5,98913F-HRTimeline
Cassady Wealth & Retirement Planning, L…57,312$1.71M0.8%+10,37113F-HRTimeline
Janney Montgomery Scott LLC48,574$1.45M<0.01%+9,64713F-HRTimeline
Steward Partners Investment Advisory, L…43,189$1.29M0.01%-32,57113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO41,517$1.22M<0.01%new13F-HRTimelineGroup
CAP Partners, LLC37,553$1.12M0.55%+20,86213F-HRTimeline
Sigma Planning Corp35,514$1.06M0.03%-11,30313F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.32,954$983K0.01%-2,71813F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP32,189$961K<0.01%+2,64313F-HRTimelineGroup
Tactive Advisors, LLC26,577$793K0.2%+82813F-HRTimeline
Souders Financial Advisors25,295$755K0.08%+7,99613F-HRTimeline
UBS Group AGin group UBS Group AG23,917$714K<0.01%+14,08213F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.23,715$708K0.01%+1,16613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC22,194$662K<0.01%new13F-HRTimelineGroup
Private Advisor Group, LLC20,536$613K<0.01%+10,76613F-HRTimeline
NewEdge Advisors, LLC12,667$378K<0.01%-1,39613F-HRTimeline
Latitude Advisors, LLC12,597$376K0.15%-1,50513F-HRTimeline
NWF Advisory Services Inc.12,000$358K0.03%new13F-HRTimeline
PFG Investments, LLC11,998$358K0.01%+15113F-HRTimeline
Capital Wealth Planning, LLC11,995$358K<0.01%+30013F-HRTimeline
OLD MISSION CAPITAL LLC11,858$354K0.01%new13F-HRTimeline
Onyx Bridge Wealth Group LLC10,173$304K0.03%013F-HRTimeline
HBK Sorce Advisory LLC10,115$302K0.01%new13F-HRTimeline
Keating Financial Advisory Services, In…10,070$300K0.04%+2,15013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…9,472$285K<0.01%+81513F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.9,085$271K0.02%new13F-HRTimelineGroup
Traynor Capital Management, Inc.7,771$232K0.01%new13F-HRTimeline
Avidian Wealth Enterprises, LLC6,870$205K0.01%new13F-HRTimeline
Clear Trail Advisors, LLC6,749$201K0.03%-4,14013F-HRTimeline
Global Retirement Partners, LLC3,771$113K<0.01%13F-HRTimeline
MTM Investment Management, LLC1,700$50.7K0.01%013F-HRTimeline
Institute for Wealth Management, LLC.1,138$34K<0.01%new13F-HRTimeline
PURSUIT WEALTH STRATEGIES, LLC1,009$30.1K0.04%new13F-HRTimeline
TSFG, LLC981$29K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP514$15K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.425$12.7K<0.01%new13F-HRTimeline
IFP Advisors, Inc342$10.2K<0.01%+4613F-HRTimeline
SALEM INVESTMENT COUNSELORS INC325$9.7K<0.01%new13F-HRTimeline
AE Wealth Management LLC300$8.95K<0.01%new13F-HRTimeline
SIMPLEX TRADING, LLC261$7.79K<0.01%+10413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN4$119<0.01%+213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3$96<0.01%+113F-HRTimelineGroup