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Amplify BlackSwan Growth & Treasury Core ETF (SWAN) Institutional Ownership

Amplify BlackSwan Growth & Treasury Core ETF logo
$30.00 -0.22 (-0.73%)
As of 02/21/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Amplify BlackSwan Growth & Treasury Core ETF (NYSEARCA:SWAN)

Number of
Institutional Buyers
(last 12 months)
13
Total
Institutional Inflows
(last 12 months)
$15.96M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$17.52M
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SWAN Institutional Buying and Selling by Quarter

Amplify BlackSwan Growth & Treasury Core ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/17/2025 Cetera Investment Advisers73,622$2.16M0.0%-4.3%1.165%
2/14/2025 Jane Street Group LLC30,532$897K0.0%-44.1%0.483%
2/14/2025 Freedom Investment Management Inc.77,493$2.28M0.2%-6.5%1.226%
2/13/2025 NewEdge Advisors LLC210,313$6.18M0.0%-2.2%3.328%
2/13/2025 Raymond James Financial Inc.21,474$631K0.0%N/A0.340%
2/13/2025 Cerity Partners LLC2,124,467$62.39M0.1%-1.8%33.615%
2/12/2025 OLD Mission Capital LLC11,385$334K0.0%-38.7%0.180%
2/12/2025 Ausdal Financial Partners Inc.27,955$821K0.1%+15.5%0.442%
2/11/2025 LPL Financial LLC18,383$540K0.0%-43.2%0.291%
2/10/2025 Farther Finance Advisors LLC3,569$105K0.0%+356,800.0%0.056%
2/7/2025 HighTower Advisors LLC7,657$225K0.0%-33.6%0.121%
2/7/2025 Global View Capital Management LLC21,326$625K0.2%N/A0.337%
2/6/2025 Raymond James Financial Inc.21,474$631K0.0%N/A0.340%
1/29/2025 Sovran Advisors LLC8,578$247K0.0%N/A0.136%
1/27/2025 Trilogy Capital Inc.114,284$3.36M0.2%-12.5%1.808%
1/27/2025 Money Concepts Capital Corp18,023$529K0.0%+4.9%0.285%
1/24/2025 McAdam LLC110,146$3.23M0.2%-1.2%1.743%
1/17/2025 First PREMIER Bank98,680$2.90M0.7%-1.8%1.561%
1/15/2025 RDA Financial Network43,376$1.27M0.4%-33.0%0.686%
11/15/2024 Jane Street Group LLC54,640$1.66M0.0%-80.7%0.865%
11/15/2024 HighTower Advisors LLC11,533$350K0.0%-48.9%0.182%
11/13/2024 Freedom Investment Management Inc.82,873$2.52M0.2%-0.9%1.311%
11/12/2024 Cerity Partners LLC2,163,576$65.79M0.1%-5.1%34.234%
11/4/2024 Axxcess Wealth Management LLC165,578$5.04M0.1%N/A2.620%
10/29/2024 Sollinda Capital Management LLC265,270$8.07M2.3%N/A4.197%
10/22/2024 McAdam LLC111,519$3.39M0.2%-7.7%1.765%
10/21/2024 Trilogy Capital Inc.130,585$3.97M0.2%-3.4%2.066%
10/15/2024 RDA Financial Network64,721$1.97M0.6%-11.9%1.024%
10/8/2024 First PREMIER Bank100,485$3.06M0.8%-2.8%1.590%
10/4/2024 LifePlan Financial LLC140,192$4.26M3.7%-0.5%2.218%
8/16/2024 NewEdge Advisors LLC221,226$6.28M0.0%+1.7%3.500%
8/6/2024 Ausdal Financial Partners Inc.24,770$703K0.1%-2.5%0.392%
8/3/2024 Impact Partnership Wealth LLC7,862$223K0.1%+11.7%0.124%
7/24/2024 McAdam LLC120,763$3.43M0.2%+2.6%1.911%
7/17/2024 First PREMIER Bank103,374$2.93M0.8%-15.2%1.636%
7/10/2024 RDA Financial Network73,494$2.09M0.7%-29.0%1.163%
5/10/2024 Osaic Holdings Inc.515,261$14.39M0.0%+0.8%8.153%
4/30/2024 LifePlan Financial LLC141,024$3.94M3.6%-1.2%2.231%
4/26/2024 Meridian Wealth Management LLC8,853$246K0.0%-9.6%0.139%
4/25/2024 Capital Investment Advisory Services LLC1,355$38K0.0%N/A0.021%
How to trade Executive Order 14154 (Ad)

Trump’s pen must be running out of ink… Since he returned to office he’s signed more than 50 Executive Orders. Among this blizzard of directives – ranging from slapping 25% tariffs on steel to banning the forced use of paper straws… Everyone seems to have missed the most important detail of all.

Get the true, untold story of what’s hidden inside Executive Order 14154, here.
4/23/2024 McAdam LLC117,729$3.29M0.2%+3.4%1.854%
4/17/2024 Trilogy Capital Inc.136,045$3.80M0.2%-4.5%2.142%
4/12/2024 First PREMIER Bank121,885$3.40M0.9%-0.8%1.453%
4/11/2024 RDA Financial Network103,565$2.89M1.0%-0.5%1.234%
2/8/2024 Meridian Wealth Management LLC9,790$259K0.0%-55.1%0.117%
2/6/2024Coulter & Justus Financial Services LLC12,750$339K0.2%N/A0.152%
2/5/2024 McAdam LLC113,902$3.03M0.2%-2.7%1.358%
1/30/2024 LifePlan Financial LLC142,680$3.79M3.8%N/A1.701%
1/26/2024 Cerity Partners LLC2,477,351$65.80M0.1%-4.6%29.527%
1/25/2024 International Assets Investment Management LLC19,416$5.16M0.0%-17.9%0.231%
1/24/2024 International Assets Investment Management LLC19,416$5.16M0.0%-17.9%0.231%
1/17/2024 First PREMIER Bank122,905$3.26M0.9%-1.2%1.465%
1/12/2024 RDA Financial Network104,111$2.77M1.0%-1.5%1.241%
1/12/2024 Trilogy Capital Inc.142,398$3.78M0.2%-3.0%1.697%
1/11/2024 Brookstone Capital Management7,745$206K0.0%N/A0.092%
1/11/2024 Ausdal Financial Partners Inc.21,006$558K0.1%-17.4%0.250%
11/15/2023 Axxcess Wealth Management LLC197,779$4.72M0.2%+295.4%2.357%
11/13/2023 LPL Financial LLC227,252$5.43M0.0%+62.3%2.709%
11/13/2023 Kestra Advisory Services LLC24,043$574K0.0%-79.2%0.287%
11/8/2023 HighTower Advisors LLC37,903$907K0.0%N/A0.452%
10/31/2023 McAdam LLC117,053$2.80M0.2%+5.1%1.395%
10/24/2023 Cambridge Investment Research Advisors Inc.761,777$18.19M0.1%-4.0%9.080%
10/18/2023 RDA Financial Network105,644$2.52M1.1%-1.6%1.259%
10/17/2023 Meridian Wealth Management LLC21,816$523K0.0%-21.9%0.260%
10/17/2023 Impact Partnership Wealth LLC10,063$240K0.1%+359.7%0.120%
10/16/2023 Trilogy Capital Inc.146,834$3.51M0.2%+1.8%1.750%
10/16/2023 First PREMIER Bank124,335$2.97M0.9%-9.4%1.482%
10/11/2023 AE Wealth Management LLC10,063$240K0.0%N/A0.120%
10/10/2023 International Assets Investment Management LLC23,650$565K0.1%N/A0.282%
10/4/2023 International Assets Investment Management LLC23,650$565K0.0%N/A0.282%
8/14/2023 Cerity Partners LLC2,846,886$73.25M0.3%N/A33.932%
8/14/2023 Eqis Capital Management Inc.88,757$2.28M0.3%-1.0%1.058%
8/11/2023 Kestra Advisory Services LLC115,688$2.98M0.0%-54.5%1.379%
8/10/2023 Osaic Holdings Inc.512,657$13.19M0.0%+2.4%6.110%
8/10/2023Cetera Advisors LLC34,873$897K0.0%-25.8%0.416%
8/10/2023Financial Architects Inc39,033$1.00M0.2%-2.9%0.465%
8/3/2023 CWM LLC1,898$49K0.0%-87.6%0.023%
8/2/2023 Meridian Wealth Management LLC27,943$719K0.1%-20.6%0.333%
8/2/2023 McAdam LLC111,335$2.87M0.2%-33.0%1.327%
8/1/2023 Money Concepts Capital Corp9,176$236K0.0%N/A0.109%
7/31/2023 LPL Financial LLC140,052$3.60M0.0%+237.7%1.669%
7/28/2023 Private Trust Co. NA1,614$42K0.0%N/A0.018%
7/26/2023 National Bank of Canada FI1,922$49K0.0%-22.9%0.022%
7/24/2023 Trilogy Capital Inc.144,232$3.76M0.2%+3.3%1.628%
7/17/2023 Impact Partnership Wealth LLC2,189$56K0.0%N/A0.025%
7/13/2023 First PREMIER Bank137,285$3.53M1.0%-2.2%1.549%
7/13/2023 Cambridge Investment Research Advisors Inc.793,654$20.42M0.1%-4.5%8.958%
5/12/2023Financial Architects Inc40,210$1.03M0.2%-10.0%0.432%
5/12/2023 NewEdge Advisors LLC310,760$7.94M0.1%+38.2%3.342%
5/11/2023 Cambridge Investment Research Advisors Inc.831,163$21.24M0.1%-8.6%8.937%
How to trade Executive Order 14154 (Ad)

Trump’s pen must be running out of ink… Since he returned to office he’s signed more than 50 Executive Orders. Among this blizzard of directives – ranging from slapping 25% tariffs on steel to banning the forced use of paper straws… Everyone seems to have missed the most important detail of all.

Get the true, untold story of what’s hidden inside Executive Order 14154, here.
5/3/2023 Axxcess Wealth Management LLC50,024$1.28M0.1%+14.7%0.538%
5/1/2023 CWM LLC15,264$390K0.0%+437.1%0.164%
4/28/2023 Ameritas Advisory Services LLC5,965$153K0.0%N/A0.064%
4/27/2023Tiedemann Advisors LLC8,035$205K0.0%N/A0.086%
4/26/2023 Chicago Partners Investment Group LLC8,825$226K0.0%-13.7%0.095%
4/24/2023 McAdam LLC166,134$4.24M0.4%+7.9%1.786%
4/18/2023 IFP Advisors Inc1,010$25K0.0%-81.5%0.011%
4/17/2023 Trilogy Capital Inc.139,687$3.57M0.3%-1.3%1.502%
4/12/2023 RDA Financial Network107,442$2.75M1.3%-2.4%1.091%
3/6/2023 OLD Mission Capital LLC22,767$557K0.0%N/A0.231%
(Data available from 1/1/2016 forward)

SWAN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SWAN shares?

During the previous two years, 41 institutional investors and hedge funds held shares of Amplify BlackSwan Growth & Treasury Core ETF. The most heavily invested institutionals were Cerity Partners LLC ($62.39M), Cambridge Investment Research Advisors Inc. ($18.19M), Osaic Holdings Inc. ($14.39M), Sollinda Capital Management LLC ($8.07M), NewEdge Advisors LLC ($6.18M), International Assets Investment Management LLC ($5.16M), and Axxcess Wealth Management LLC ($5.04M).Learn more on SWAN's institutional investors.

Which institutional investors have been buying Amplify BlackSwan Growth & Treasury Core ETF stock?

Of the 27 institutional investors that purchased Amplify BlackSwan Growth & Treasury Core ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Cerity Partners LLC ($2.85M), Axxcess Wealth Management LLC ($319.73K), Sollinda Capital Management LLC ($265.27K), LPL Financial LLC ($185.79K), LifePlan Financial LLC ($142.68K), NewEdge Advisors LLC ($89.59K), and International Assets Investment Management LLC ($47.30K).

How much institutional buying is happening at Amplify BlackSwan Growth & Treasury Core ETF?

Institutional investors have bought a total of 4,166,967 shares in the last 24 months. This purchase volume represents approximately $109.01M in transactions.

Which Amplify BlackSwan Growth & Treasury Core ETF major shareholders have been selling company stock?

Of the 25 institutional investors that sold Amplify BlackSwan Growth & Treasury Core ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cerity Partners LLC ($274.77K), Jane Street Group LLC ($252.39K), Kestra Advisory Services LLC ($230.47K), Cambridge Investment Research Advisors Inc. ($147.27K), McAdam LLC ($68.57K), RDA Financial Network ($66.61K), and First PREMIER Bank ($41.64K).

How much institutional selling is happening at Amplify BlackSwan Growth & Treasury Core ETF?

Institutional investors have sold a total of 1,246,070 shares in the last 24 months. This volume of shares sold represents approximately $34.37M in transactions.



This page (NYSEARCA:SWAN) was last updated on 2/22/2025 by MarketBeat.com Staff
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