Skip to content
Disclosery

SWAN AMPLIFY ETF TR

Follow

BLACKSWAN GRWT (fund)

35 managers (35 13F filers) reported a position in SWAN shares at 2026-06-30, 3,543,867 shares in all. 3 filers opened a position and 4 filers sold out during the quarter.

Managers
35
13F filers
35
New
3
Added
11
Reduced
13
Sold out
4
Shares held by filers
3,543,867

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
Cerity Partners LLCin group Cerity Partners LLC2,203,400$73.5M0.09%+30,58013F-HRTimelineGroup
LaSalle St. Investment Advisors, LLC492,780$16.4M2.01%+19,03313F-HRTimeline
NewEdge Advisors, LLC199,260$6.65M0.02%+1,75013F-HRTimeline
LifePlan Financial, LLC146,278$4.88M3.42%-87713F-HRTimeline
Summit Financial, LLC74,269$2.48M0.03%+7,49813F-HRTimeline
Cetera Investment Advisers61,152$2.04M<0.01%-5,20313F-HRTimeline
Global View Capital Management LLC45,281$1.51M0.31%+10,26213F-HRTimeline
OLD MISSION CAPITAL LLC38,408$1.28M0.03%+15,56313F-HRTimeline
LPL Financial LLC33,616$1.12M<0.01%-9,40913F-HRTimeline
RDA Financial Network30,226$1.01M0.22%-1,03713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC29,739$992K<0.01%+2,10413F-HRTimelineGroup
Ausdal Financial Partners, Inc.29,533$985K0.04%-8,48513F-HRTimeline
First PREMIER Bank28,343$946K0.15%-8,20013F-HRTimeline
McAdam, LLC23,179$773K0.03%-111,98213F-HRTimeline
Hyundai Investments Co., Ltd.18,425$613K0.66%-2,34813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA13,479$450K<0.01%-1,45413F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP10,693$357K0.02%-48013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.9,975$333K0.01%+3313F-HRTimelineGroup
Belpointe Asset Management LLC9,368$313K0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.8,995$300K<0.01%+2,81213F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …8,803$294K<0.01%-75813F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…7,458$249K<0.01%-1,49913F-HRTimelineGroup
Badgley Phelps Wealth Managers, LLC7,371$246K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC5,734$191K<0.01%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC3,344$112K0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC1,400$46.7K<0.01%013F-HRTimeline
Global Retirement Partners, LLC1,338$44.6K<0.01%13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/730$24.3K<0.01%013F-HRTimelineGroup
Blue Trust, Inc.668$22.3K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.277$9.24K<0.01%+213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN200$6.67K<0.01%+19913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY68$2.28K<0.01%-22813F-HRTimelineGroup
AE Wealth Management LLC66$2.2K<0.01%013F-HRTimeline
IFP Advisors, Inc10$334<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1$28<0.01%new13F-HRTimelineGroup