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SWAN AMPLIFY ETF TR

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BLACKSWAN GRWT (fund)

36 managers (36 13F filers) reported a position in SWAN shares at 2025-12-31, 10,047,415 shares in all. 4 filers opened a position and 4 filers sold out during the quarter.

Managers
36
13F filers
36
New
4
Added
14
Reduced
7
Sold out
4
Shares held by filers
10,047,415

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
Tredje AP-fonden6,525,000$212M1.6%+3,300,00013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC2,112,948$68.6M0.1%+17,08313F-HRTimelineGroup
LaSalle St. Investment Advisors, LLC484,138$15.7M2.53%-36,33113F-HRTimeline
NewEdge Advisors, LLC195,582$6.35M0.02%+1,16613F-HRTimeline
LifePlan Financial, LLC141,294$4.59M3.52%+18613F-HRTimeline
McAdam, LLC127,328$4.13M0.19%+7,80913F-HRTimeline
Cetera Investment Advisers75,776$2.46M<0.01%+2,31213F-HRTimeline
Summit Financial, LLC72,529$2.36M0.03%+1,39513F-HRTimeline
LPL Financial LLC41,287$1.34M<0.01%+2,08213F-HRTimeline
First PREMIER Bank39,876$1.29M0.3%-46,95813F-HRTimeline
Ausdal Financial Partners, Inc.38,243$1.24M0.06%+91113F-HRTimeline
Global View Capital Management LLC34,828$1.13M0.21%+6,07513F-HRTimeline
RDA Financial Network28,352$921K0.22%-63513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC23,073$749K<0.01%new13F-HRTimelineGroup
M Holdings Securities, Inc.18,620$605K0.04%+1,27013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA14,909$484K<0.01%-1,56413F-HRTimelineGroup
Hyundai Investments Co., Ltd.13,115$428K0.42%new13F-HRTimeline
MONEY CONCEPTS CAPITAL CORP11,173$363K0.02%+51813F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.9,934$323K0.01%-51413F-HRTimelineGroup
Jaffetilchin Investment Partners, LLC6,589$214K0.01%+4413F-HRTimeline
Meridian Wealth Management, LLC6,546$213K0.01%013F-HRTimeline
XY Planning Network, Inc.6,400$208K0.04%new13F-HRTimeline
Aptus Capital Advisors, LLC5,734$186K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,051$132K<0.01%-1,01513F-HRTimelineGroup
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC3,344$109K0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC1,718$55.8K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…1,355$44K<0.01%013F-HRTimeline
Global Retirement Partners, LLC1,313$42.6K<0.01%+913F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/730$23.6K<0.01%013F-HRTimelineGroup
Blue Trust, Inc.668$21.7K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC516$17K<0.01%013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY295$9.61K<0.01%-1,70013F-HR/ATimelineGroup
HARBOUR INVESTMENTS, INC.74$2.4K<0.01%013F-HRTimeline
AE Wealth Management LLC66$2.14K<0.01%013F-HRTimeline
IFP Advisors, Inc10$325<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$20<0.01%013F-HRTimelineGroup