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Amplify BlackSwan ISWN ETF (ISWN) Institutional Ownership

Amplify BlackSwan ISWN ETF logo
$21.00 -0.09 (-0.43%)
Closing price 08/29/2025 04:10 PM Eastern
Extended Trading
$21.00 0.00 (-0.02%)
As of 08/29/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Amplify BlackSwan ISWN ETF (NYSEARCA:ISWN)

Number of
Institutional Buyers
(last 12 months)
2
Total
Institutional Inflows
(last 12 months)
$818.06K
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$2.51M
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ISWN Institutional Buying and Selling by Quarter

Amplify BlackSwan ISWN ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/14/2025 NewEdge Advisors LLC28,550$589K0.0%N/A1.807%
8/14/2025 Cerity Partners LLC1,486,945$30.69M0.1%-2.1%94.110%
4/30/2025 Cerity Partners LLC1,518,779$29.04M0.1%-1.2%94.924%
2/13/2025 Cerity Partners LLC1,536,635$27.60M0.1%-1.1%77.608%
1/29/2025 Sovran Advisors LLC12,739$226K0.0%N/A0.643%
1/27/2025 Trilogy Capital Inc.165,517$2.97M0.2%-11.7%8.359%
11/12/2024 Cerity Partners LLC1,553,641$31.86M0.1%-2.3%78.467%
10/21/2024 Trilogy Capital Inc.187,469$3.84M0.2%-1.6%9.468%
4/17/2024 Trilogy Capital Inc.190,001$3.70M0.2%-2.4%9.500%
1/26/2024 Cerity Partners LLC1,759,144$33.92M0.1%-5.2%78.184%
1/12/2024 Trilogy Capital Inc.194,623$3.75M0.2%-2.8%8.650%
10/16/2023 Trilogy Capital Inc.200,291$3.53M0.2%+2.3%8.902%
8/14/2023 Cerity Partners LLC1,486,279$28.31M0.1%N/A66.057%
7/24/2023 Trilogy Capital Inc.195,700$3.77M0.2%+2.3%10.578%
4/17/2023 Trilogy Capital Inc.191,360$3.73M0.3%-1.9%10.344%
3/6/2023 OLD Mission Capital LLC9,228$169K0.0%-82.6%0.486%
2/9/2023 Trilogy Capital Inc.195,046$3.58M0.3%-9.0%10.266%
2/2/2023 ARGI Investment Services LLC1,576,912$28.95M0.9%+11.6%82.995%
11/14/2022 OLD Mission Capital LLC53,050$952K0.0%+52.0%2.997%
10/21/2022 Trilogy Capital Inc.214,398$3.85M0.3%+5.0%12.113%
10/20/2022 ARGI Investment Services LLC1,413,293$25.36M0.9%-4.2%79.847%
10/11/2022 Kathmere Capital Management LLC72,151$1.29M0.3%-12.5%3.758%
8/13/2022 Kathmere Capital Management LLC82,497$1.63M0.3%+7.1%3.928%
8/5/2022 OLD Mission Capital LLC34,899$690K0.0%+16.3%1.662%
7/26/2022 ARGI Investment Services LLC1,474,634$29.14M1.0%+0.4%69.232%
7/20/2022 Trilogy Capital Inc.204,151$4.03M0.4%+4.1%9.721%
4/28/2022 Kathmere Capital Management LLC77,041$1.73M0.3%+30.2%3.625%
4/27/2022 ARGI Investment Services LLC1,469,128$33.03M1.0%+5.8%69.135%
4/8/2022 Trilogy Capital Inc.196,089$4.41M0.3%N/A9.120%
2/10/2022 OLD Mission Capital LLC21,515$537K0.0%-47.8%1.147%
2/3/2022 Advisor Group Holdings Inc.9,375$234K0.0%+50.6%0.500%
1/28/2022 ARGI Investment Services LLC1,388,089$34.62M1.0%+5.7%74.031%
1/27/2022 Kathmere Capital Management LLC59,149$1.48M0.3%+205.9%3.155%
11/12/2021 OLD Mission Capital LLC41,231$1.03M0.0%+353.3%2.425%
11/10/2021 ARGI Investment Services LLC1,312,916$32.85M1.0%+7.5%77.230%
11/5/2021 Advisor Group Holdings Inc.6,225$156K0.0%N/A0.366%
10/14/2021 Kathmere Capital Management LLC19,337$484K0.1%N/A1.190%
8/13/2021 OLD Mission Capital LLC9,095$230K0.0%N/A0.650%
8/11/2021 Susquehanna International Group LLP25,000$633K0.0%+3.8%1.786%
(Data available from 1/1/2016 forward)

ISWN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ISWN shares?

During the previous two years, the following institutional investors and hedge funds held shares of Amplify BlackSwan ISWN ETF shares: Cerity Partners LLC ($30.69M), Trilogy Capital Inc. ($2.97M), and NewEdge Advisors LLC ($589K), Sovran Advisors LLC ($226K).Learn more on Amplify BlackSwan ISWN ETF's institutional investors.

Which institutional investors have been buying Amplify BlackSwan ISWN ETF's stock?

The following institutional investors have purchased Amplify BlackSwan ISWN ETF's stock in the last 24 months: NewEdge Advisors LLC ($28.55K), Sovran Advisors LLC ($12.74K), and Trilogy Capital Inc. ($4.59K).

How much institutional buying is happening at Amplify BlackSwan ISWN ETF?

Institutional investors have bought a total of 41,289 shares in the last 24 months. This purchase volume represents approximately $818.06K in transactions.

Which of Amplify BlackSwan ISWN ETF's major shareholders have been selling company stock?

The following institutional investors have sold Amplify BlackSwan ISWN ETF stock in the last 24 months: Cerity Partners LLC ($103.24K), and Trilogy Capital Inc. ($25.05K).

How much institutional selling is happening at Amplify BlackSwan ISWN ETF?

Institutional investors have sold a total of 128,294 shares in the last 24 months. This volume of shares sold represents approximately $2.51M in transactions.



This page (NYSEARCA:ISWN) was last updated on 8/30/2025 by MarketBeat.com Staff
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