Who owns Amplify CWP Growth & Income ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of QDVO from SEC Form 13F filings across 53 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 53 institutions disclosed 5.7M shares of Amplify CWP Growth & Income ETF worth $167.6M — about 22.7% of shares outstanding; the largest disclosed holder is RAYMOND JAMES FINANCIAL INC. Source: SEC Form 13F filings, parsed by EvidInvest.
53
13F holders
$167.6M
value, 2026 filers
22.7%
of shares outstanding (5.7M sh)
20
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of QDVO's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | RAYMOND JAMES FINANCIAL INC | 2.4M | $72.4M | 0.0% | 9.7% | +25.5% |
| 2 | Merit Financial Group, LLC | 689,804 | $20.6M | 0.1% | 2.8% | +0.3% |
| 3 | CARY STREET PARTNERS FINANCIAL LLCNEW | 431,208 | $12.9M | 0.3% | 1.7% | new |
| 4 | ROYAL BANK OF CANADA | 393,794 | $11.8M | 0.0% | 1.6% | +7.9% |
| 5 | LPL Financial LLC | 372,933 | $11.1M | 0.0% | 1.5% | +33.4% |
| 6 | Visionary Wealth Advisors | 205,799 | $6.1M | 0.2% | 0.8% | +21.1% |
| 7 | BANK OF MONTREAL /CAN/ | 193,466 | $5.8M | 0.0% | 0.8% | +446.0% |
| 8 | OSAIC HOLDINGS, INC. | 191,596 | $5.7M | 0.0% | 0.8% | +91.3% |
| 9 | SAGESPRING WEALTH PARTNERS, LLC | 94,839 | $2.8M | 0.0% | 0.4% | +6.7% |
| 10 | Cassady Wealth & Retirement Planning, LLC | 57,312 | $1.7M | 0.8% | 0.2% | +22.1% |
| 11 | Janney Montgomery Scott LLC | 48,574 | $1,449 | 0.0% | 0.2% | +24.8% |
| 12 | Steward Partners Investment Advisory, LLC | 43,189 | $1.3M | 0.0% | 0.2% | -43.0% |
| 13 | JPMORGAN CHASE & CONEW | 41,517 | $1.2M | 0.0% | 0.2% | new |
| 14 | CARY STREET PARTNERS INVESTMENT ADVISORY LLCNEW | 40,176 | $1.2M | 0.2% | 0.2% | new |
| 15 | CAP Partners, LLC | 37,553 | $1.1M | 0.5% | 0.2% | +125.0% |
| 16 | Sigma Planning Corp | 35,514 | $1.1M | 0.0% | 0.1% | -24.1% |
| 17 | Stratos Wealth Partners, LTD. | 32,954 | $983,361 | 0.0% | 0.1% | -7.6% |
| 18 | STIFEL FINANCIAL CORP | 32,189 | $960,547 | 0.0% | 0.1% | +8.9% |
| 19 | Tactive Advisors, LLC | 26,577 | $793,058 | 0.2% | 0.1% | +3.2% |
| 20 | Souders Financial Advisors | 25,295 | $754,809 | 0.1% | 0.1% | +46.2% |
| 21 | UBS Group AG | 23,917 | $713,683 | 0.0% | 0.1% | +143.2% |
| 22 | GREAT VALLEY ADVISOR GROUP, INC. | 23,715 | $707,657 | 0.0% | 0.1% | +5.2% |
| 23 | JANE STREET GROUP, LLCNEW | 22,194 | $662,269 | 0.0% | 0.1% | new |
| 24 | Private Advisor Group, LLC | 20,536 | $612,795 | 0.0% | 0.1% | +110.2% |
| 25 | NewEdge Advisors, LLCNEW | 12,667 | $377,995 | 0.0% | 0.1% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.