Who owns Amplify BlackSwan Growth & Treasury Core ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of SWAN from SEC Form 13F filings across 36 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, 36 institutions disclosed 3.5M shares of Amplify BlackSwan Growth & Treasury Core ETF worth $117.3M — about 74% of shares outstanding; the largest disclosed holder is Cerity Partners LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
36
13F holders
$117.3M
value, 2026 filers
74%
of shares outstanding (3.5M sh)
6
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 SWAN's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Cerity Partners LLC | 2.2M | $73.5M | 0.1% | 46% | +1.4% |
| 2 | LaSalle St. Investment Advisors, LLC | 492,780 | $16.4M | 2.0% | 10.3% | +4.0% |
| 3 | NewEdge Advisors, LLCNEW | 199,260 | $6.6M | 0.0% | 4.2% | new |
| 4 | LifePlan Financial, LLC | 146,278 | $4.9M | 3.4% | 3.1% | -0.6% |
| 5 | Summit Financial, LLC | 74,269 | $2.5M | 0.0% | 1.6% | +11.2% |
| 6 | Cetera Investment Advisers | 61,152 | $2.0M | 0.0% | 1.3% | -7.8% |
| 7 | Global View Capital Management LLC | 45,281 | $1.5M | 0.3% | 0.9% | +29.3% |
| 8 | OLD MISSION CAPITAL LLC | 38,408 | $1.3M | 0.0% | 0.8% | +68.1% |
| 9 | LPL Financial LLC | 33,616 | $1.1M | 0.0% | 0.7% | -21.9% |
| 10 | RDA Financial Network | 30,226 | $1.0M | 0.2% | 0.6% | -3.3% |
| 11 | AMERIPRISE FINANCIAL INC | 29,739 | $992,155 | 0.0% | 0.6% | +7.6% |
| 12 | Ausdal Financial Partners, Inc. | 29,533 | $985,302 | 0.0% | 0.6% | -22.3% |
| 13 | First PREMIER Bank | 28,343 | $946 | 0.2% | 0.6% | -22.4% |
| 14 | McAdam, LLC | 23,179 | $773,289 | 0.0% | 0.5% | -82.9% |
| 15 | Hyundai Investments Co., Ltd. | 18,425 | $613,000 | 0.7% | 0.4% | -11.3% |
| 16 | ROYAL BANK OF CANADA | 13,479 | $450,000 | 0.0% | 0.3% | -9.7% |
| 17 | MONEY CONCEPTS CAPITAL CORP | 10,693 | $356,736 | 0.0% | 0.2% | -4.3% |
| 18 | StoneX Group Inc. | 9,975 | $332,766 | 0.0% | 0.2% | +0.3% |
| 19 | Belpointe Asset Management LLCNEW | 9,368 | $312,534 | 0.0% | 0.2% | new |
| 20 | OSAIC HOLDINGS, INC. | 8,995 | $300,099 | 0.0% | 0.2% | +45.5% |
| 21 | OPPENHEIMER & CO INC | 8,803 | $293,685 | 0.0% | 0.2% | -7.9% |
| 22 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7,458 | $248,813 | 0.0% | 0.2% | -16.7% |
| 23 | Badgley Phelps Wealth Managers, LLCNEW | 7,371 | $245,911 | 0.0% | 0.2% | new |
| 24 | Aptus Capital Advisors, LLC | 5,734 | $191,297 | 0.0% | 0.1% | 0.0% |
| 25 | ANGELES WEALTH MANAGEMENT, LLC | 3,344 | $111,562 | 0.0% | 0.1% | 0.0% |
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.