DIVO institutional holders

Amplify CWP Enhanced Dividend Income ETF · 422 reporting institutions · $3.9B reported value

Funds that can replace DIVO · DIVO return decomposition

Institutional holdings

Institutions reporting DIVO, largest first
InstitutionReported positionAdvisors at firmReport period
Raymond James Financial Inc$810.1M02026-06-30
Lpl Financial LLC$399.3M23,4582026-06-30
Morgan Stanley$200.3M23,1852026-06-30
Envestnet Pmc$166.1M602026-06-30
Retirement Planning Group, LLC$157.1M02026-06-30
Hightower Advisors, LLC$91.5M1,0462026-06-30
Royal Bank of Canada$86.6M02026-06-30
UBS Group AG$84.5M02026-06-30
Wells Fargo & Company/mn$82M02026-06-30
Wealth Enhancement Advisory Services, LLC$81.4M1,0262026-06-30
Truist Financial Corp$65.5M02026-06-30
Osaic Holdings, Inc.$61.5M02026-06-30
Cpc Advisors, LLC$58.1M172026-06-30
Cetera Investment Advisers$51M10,3702026-06-30
Reliant Wealth Planning, LLC$50.5M62026-06-30
Stifel Financial Corp$49M02026-06-30
Mbl Advisors$46.9M102026-06-30
Bank of America Corp /de$37.5M02026-06-30
Sterling Financial Group, Inc.$34.1M02025-09-30
Stratos Investment Management, LLC$34M72026-06-30
Private Advisor Group, LLC$32M9272026-06-30
Sequoia Financial Group, LLC$28.7M2582026-06-30
Cwm, LLC$27M6672026-03-31
Steward Partners Investment Advisory, LLC$25.7M4812026-06-30
Nbz Investment Advisors LLC$24.2M32026-06-30
Northwest Financial Advisors$22.1M192026-06-30
Newedge Advisors$21.4M6012026-06-30
Two Sigma Investments, LP$21.3M02026-06-30
Forthright Wealth Management, LLC$21.3M72026-06-30
Prostatis Group LLC$20.9M152026-06-30
Hibernia Wealth Partners, LLC$20.2M72026-06-30
Summit Financial, LLC$19.8M2292026-06-30
Vantage Financial Partners, LLC$19.8M02025-12-31
Merit Financial Group, LLC$19.7M2952026-06-30
Second Half Financial Partners, LLC$18.9M32026-06-30
Clear Trail Advisors, LLC$18.8M52026-06-30
Marshall Financial Group, LLC$18.7M142026-06-30
Bank of New York Mellon Corp$16.6M02026-06-30
Mgo One Seven LLC$15.5M1182026-06-30
Equitable Holdings, Inc.$15.5M02026-06-30
Benjamin Edwards Inc$15.2M02026-06-30
Mesirow Financial Investment Management, Inc.$15.2M922026-06-30
Northwestern Mutual Wealth Management Co$15.2M02026-06-30
Commonwealth Equity Services, LLC$14.9M2,8632026-06-30
Cary Street Partners Financial LLC$14.1M02026-06-30
Financial Designs Corp$14M32026-06-30
Altus Wealth Group LLC$13.8M62026-06-30
MML Investors Services, LLC$13.7M5,1202026-06-30
Laurel Oak Wealth Management, LLC$12.9M142026-06-30
Ncm Capital Management, LLC$12.6M22026-06-30
Foguth Wealth Management, Llc.$12.5M512026-06-30
Ameriprise Financial Inc$12.4M02026-06-30
Visionary Wealth Advisors$11.6M462026-06-30
Souders Financial Advisors, LLC$11.6M142026-06-30
Tower Wealth Partners$11.4M42026-06-30
Capital Investment Advisory Services, LLC$11.1M1032026-06-30
Jefferies Financial Group Inc.$10.3M02026-06-30
Rockefeller Capital Management LP$10M3462026-06-30
Irc Wealth$9.3M72026-06-30
Great Valley Advisor Group, LLC$9M2052026-06-30
Kestra Private Wealth Services, LLC$9M2062026-06-30
Sagespring Wealth Partners$8.9M1262026-06-30
Mtm Investment Management, LLC$8.9M52026-06-30
Security National Bank$8.7M02026-06-30
Magnus Financial Group LLC$8.5M102026-06-30
Carter Financial Group, Inc.$8.3M52026-06-30
Moran Wealth Management, LLC$7.8M352026-06-30
Snowden Capital Advisors LLC$7.7M1222026-06-30
Element Wealth, LLC$7.6M132026-06-30
Phoenix Wealth Advisors$7.5M72026-06-30
Mercer Global Advisors Inc /adv$7.3M02026-06-30
Arq Wealth Advisors, LLC$7.1M152026-06-30
Ausdal Financial Partners, Inc.$7.1M1892026-06-30
Rivertree Advisors, LLC$7.1M22026-06-30
Barnes Pettey Financial Advisors, LLC$7M82026-06-30
Regal Investment Advisors LLC$7M1172026-06-30
Peak Planning Group, LLC$7M82026-06-30
Tbh Global Asset Management, LLC$7M132026-06-30
Trilogy Capital, Inc.$6.8M722026-06-30
Nations Financial Group Inc, /ia/ /adv$6.6M02026-06-30
Eversource Wealth Advisors, LLC$6.6M772026-06-30
Highpoint Advisor Group LLC$6.4M1142026-06-30
Leo Wealth, LLC$6.4M152026-03-31
Stillwater Wealth Management Group$6.2M32026-03-31
Wealthcare Advisory Partners LLC$6.2M1702026-06-30
Elevation Point Wealth Partners, LLC$6.2M562026-06-30
Vestmark Advisory Solutions, Inc.$6.1M82026-06-30
Prota Financial$6.1M152026-06-30
&partners$6.1M5552026-06-30
Sierra Ocean, LLC$6M32026-06-30
Spc Financial, Inc.$5.7M02025-09-30
Allred Capital Management, LLC$5.7M42026-06-30
Meridian Wealth Advisors, LLC$5.6M92026-06-30
Jpmorgan Chase & Co$5.6M02026-06-30
Farrow Financial, Inc.$5.4M12026-06-30
Arax Advisory Partners$5.3M2322026-06-30
Cassady Wealth & Retirement Planning, LLC$5.3M52026-06-30
Jaffetilchin Investment Partners, LLC$5.2M02026-03-31
Victory Financial Group, LLC$5.2M562026-06-30
Good Steward Wealth Advisors, LLC$5.2M42026-06-30
Stonebrook Private Inc.$5.1M32026-06-30
Perryman Financial Advisory Inc /ad$5.1M82026-06-30
McAdam LLC$5.1M1352026-06-30
Stratos Wealth Partners, Ltd.$5M3862026-06-30
Brookstone Capital Management$4.9M3372026-06-30
Baron Financial Group, LLC$4.9M42026-06-30
Alphacore Capital LLC$4.9M692026-06-30
Blair William & Co/il$4.8M3292026-06-30
Spire Wealth Management$4.8M32026-06-30
Nicolet Bankshares Inc$4.7M02026-06-30
Ranch Capital Advisors Inc.$4.6M62026-06-30
Iht Wealth Management LLC$4.6M1592026-06-30
Avalon Capital Management$4.5M32026-06-30
Level Four Advisory Services$4.5M1412026-06-30
Capital Square, LLC$4.4M112026-06-30
Oaktrust Wealth Advisors, LLC$4.4M22026-06-30
Tulsa Wealth Advisors, Inc$4.4M172026-06-30
Advisory Services Network$4.3M2532026-06-30
Modern Wealth Management, LLC$4.1M1612026-06-30
Stephens Inc /ar$4M2432026-06-30
Jacobi Capital Management LLC$3.8M322026-06-30
Roan Capital Partners$3.7M42026-06-30
Keating Financial Advisory Services, Inc.$3.7M252026-06-30
Jones Financial Companies LLLP$3.6M02026-06-30
United Advisor Group, LLC$3.6M582026-06-30
Benchmark Financial Wealth Advisors, LLC$3.6M82026-06-30
Financial Insights Wealth Management$3.5M82026-06-30
Midwestone Financial Group, Inc.$3.4M02025-12-31
Centric Wealth Management$3.4M72026-06-30
Fifth Third Bancorp$3.3M02026-06-30
Noesis Capital Mangement Corp$3.3M72026-06-30
Mgb Wealth Management, LLC$3.3M02025-12-31
Beacon Pointe Advisors, LLC$3.2M4662026-06-30
Plotkin Financial Advisors, LLC$3.2M12026-06-30
Gotham Asset Management, LLC$3.2M52026-06-30
Dynamic$3.1M752026-06-30
Farther Finance Advisors, LLC$3.1M3342026-06-30
Smith, Moore & Co.$3M452026-06-30
Choreo, LLC$3M1482026-06-30
Liberty Square Wealth Partners LLC$2.9M52026-06-30
Founders Financial Alliance, LLC$2.8M322026-06-30
Savvy Advisors, Inc.$2.8M2142026-06-30
Integrated Wealth Concepts LLC$2.8M4802026-06-30
Thompson David Blair$2.7M02026-06-30
Bnb Wealth Management, LLC$2.6M52026-06-30
Davenport & Co LLC$2.5M3392026-06-30
Bluechip Wealth Advisors LLC$2.5M62026-06-30
Kingswood Wealth Advisors, LLC$2.5M1232026-06-30
Welch Financial Planning, LLC$2.4M32026-06-30
Global Retirement Partners LLC$2.4M4912026-06-30
Allworth Financial, LP$2.3M3172026-06-30
Creative Planning$2.3M1,1712026-06-30
Comerica Bank$2.2M02025-12-31
Pasadena Private Wealth, LLC$2.2M02026-06-30
Independent Financial Group, LLC$2.2M4812026-06-30
Principle Wealth$2.2M212026-06-30
Sfmg, LLC$2.2M162026-06-30
Cfo4life Group, LLC$2.1M02026-06-30
Susquehanna International Group, LLP$2M02026-06-30
Harbor Asset Planning, Inc.$2M22026-06-30
Harbour Investments, Inc.$2M2472026-06-30
Midwest Trust Co$2M02026-06-30
World Investment Advisors$2M3592026-06-30
Principal Securities, Inc.$2M1,4632026-06-30
Redwood Family Wealth LLC$2M32026-06-30
Signal Advisors Wealth, LLC$2M452026-06-30
Ascentis Wealth Management, LLC$1.9M82026-06-30
Wealthfront Advisers LLC$1.9M402026-06-30
Capital Wealth Planning, LLC$1.9M92026-06-30
First Heartland Consultants, Inc.$1.8M992026-06-30
Vestgen Advisors, LLC$1.8M582026-06-30
Sigma Planning Corp$1.8M4742026-06-30
Rda Financial Network$1.8M162026-06-30
Prospera Financial Services, Inc.$1.7M2702026-06-30
Caliber Wealth Management, LLC / Ks$1.7M142026-06-30
Cap Partners, LLC$1.7M72026-06-30
Cary Street Partners Investment Advisory LLC$1.6M1222026-06-30
Arkadios Wealth Advisors$1.6M2262026-06-30
Kestra Advisory Services, LLC$1.6M1,4792026-06-30
Qube Research & Technologies Ltd$1.5M02026-06-30
Semus Wealth Partners LLC$1.5M12026-06-30
Cushing Capital Partners, LLC$1.3M32026-06-30
US Bancorp$1.3M02026-06-30
Meridian Wealth Management, LLC$1.3M582026-06-30
Tannin Capital LLC$1.3M22026-06-30
Cwc Advisors, Llc.$1.3M52026-06-30
Key Client Fiduciary Advisors, LLC$1.3M102026-06-30
Atlas Wealth LLC$1.3M52026-06-30
Bos Asset Management, LLC$1.2M102026-06-30
Alpine Bank Wealth Management$1.2M02026-06-30
Kovack Advisors, Inc.$1.2M2582026-06-30
Delarme Wealth Management, Inc.$1.2M32026-06-30
Morey & Quinn Wealth Partners, LLC$1.2M32026-06-30
Pursuit Wealth Strategies, LLC$1.2M42026-06-30
Alchemi Wealth, LLC$1.1M62026-06-30
Belpointe Asset Management LLC$1.1M1702026-06-30
Hilltop Holdings Inc.$1.1M02026-06-30
Carson Advisory Inc.$1.1M72026-06-30
Hbk Sorce Advisory LLC$1.1M732026-06-30
Citadel Advisors LLC$1.1M02026-06-30
Milestone Asset Management, LLC$1.1M112026-06-30
Baird Financial Group, Inc.$1.1M02026-06-30
Williams & Novak, LLC$1.1M52026-06-30
Onedigital Investment Advisors LLC$1.1M3862026-06-30
Certior Financial Group, LLC$1.1M82026-06-30
Pfg Advisors$1M832026-06-30
Alliance Wealth Advisors, LLC$1M62026-06-30
Nbt Bank, N.A.$1M02026-06-30
Gateway Wealth Partners, LLC$1M1012026-06-30
Bluedoor Private Wealth, LLC$1M62026-06-30
Rps Advisory Solutions LLC$1M42026-06-30
Mayfair Advisory Group, LLC$1M42026-06-30
Sachetta, LLC$986.7K02026-06-30
Mariner, LLC$981K02026-06-30
Redwood Financial Network Corp$979.1K82026-06-30
Brown Brothers Harriman Mutual Fund Advisory Department$974.6K02026-06-30
Aqr Capital Management LLC$963.4K12026-06-30
Illumine Investment Management, LLC$941.1K32026-06-30
Geneos Wealth Management, Inc.$911.6K1932026-06-30
Patriot Financial Group Insurance Agency, LLC$889.8K352026-06-30
Integrity Alliance, Llc.$834.3K3532026-06-30
Private Trust Co NA$817.9K02026-06-30
Institute for Wealth Management, Llc.$816K132026-06-30
J.W. Cole Advisors, Inc.$805.7K4992026-06-30
Moneta Group Investment Advisors LLC$805.2K2562026-06-30
Lido Advisors, LLC$797.1K3202026-06-30
Silver Oak Securities, Incorporated$790.6K1172026-06-30
Concurrent Investment Advisors, LLC$782.8K3492026-06-30
Hbw Advisory Services LLC$778.5K682026-06-30
Arete Wealth Advisors, LLC$768.9K1462026-06-30
Ifp Advisors, Inc$767.3K3182026-06-30
White Knight Strategic Wealth Advisors, LLC$761.1K32026-06-30
Mutual Advisors, LLC$739.4K1532026-06-30
The Caprock Group, LLC$720K512026-06-30
Lake Street Private Wealth, LLC$700.9K62026-06-30
Uniting Wealth Partners$687.4K162026-06-30
Karras Company, Inc.$685.5K52026-06-30
Wiser Advisor Group LLC$675.5K32026-06-30
Kingsview Wealth Management, LLC$664.3K1152026-06-30
Bfi Infinity Ltd.$656K02026-06-30
Joseph P. Lucia & Associates, LLC$636.3K32026-06-30
Mayflower Advisors$622.2K272026-06-30
Nuveen, LLC$620.1K02026-06-30
Reyes Financial Architecture, Inc.$616.7K52026-06-30
Insigneo Advisory Services, LLC$604.8K2252026-06-30
Pfg Investments, LLC$598.7K02026-06-30
Muirfield Wealth Advisors LLC$590.3K22026-06-30
Langley Wealth Management, LLC$581.3K42026-06-30
Rothschild Investment LLC$573.3K182026-06-30
Seia$565K1412026-06-30

The 250 largest of 422 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30