AMPLIFY BLACKSWAN GROWTH TSY (SWAN) Institutional Ownership Changes & 13F Activity
AMPLIFY BLACKSWAN GROWTH TSY (SWAN). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Newedge Advisors, Llc, Mcadam, Llc, Cerity Partners Llc, Ameriprise Financial Inc, and Lasalle St. Investment Advisors, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Cerity Partners Llc | Buy | +30,580 | +1.4% | 2,203,400 | $73.51M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +29,739 | — | 29,739 | $992.15K | Q2 2026 | Aug 14, 2026 |
| Old Mission Capital Llc | Buy | +15,563 | +68.1% | 38,408 | $1.28M | Q2 2026 | Aug 14, 2026 |
| Ausdal Financial Partners, Inc. | Sell | -8,485 | -22.3% | 29,533 | $985.30K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +2,812 | +45.5% | 8,995 | $300.10K | Q2 2026 | Aug 14, 2026 |
| Hyundai Investments Co., Ltd. | Sell | -2,348 | -11.3% | 18,425 | $613.00K | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Sell | -1,499 | -16.7% | 7,458 | $248.81K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -1,454 | -9.7% | 13,479 | $450.00K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +199 | +19900.0% | 200 | $6.67K | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Sell | -228 | -77.0% | 68 | $2.28K | Q2 2026 | Aug 13, 2026 |
| Newedge Advisors, Llc | Buy | +199,260 | — | 199,260 | $6.65M | Q2 2026 | Aug 12, 2026 |
| Summit Financial, Llc | Buy | +7,498 | +11.2% | 74,269 | $2.48M | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Sell | -5,203 | -7.8% | 61,152 | $2.04M | Q2 2026 | Aug 12, 2026 |
| Stonex Group Inc. | Buy | +33 | +0.3% | 9,975 | $332.77K | Q2 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Buy | +2 | +0.7% | 277 | $9.24K | Q2 2026 | Aug 12, 2026 |
| Lasalle St. Investment Advisors, Llc | Buy | +19,033 | +4.0% | 492,780 | $16.44M | Q2 2026 | Aug 11, 2026 |
| Lpl Financial Llc | Sell | -9,409 | -21.9% | 33,616 | $1.12M | Q2 2026 | Aug 07, 2026 |
| Blackrock, Inc. | Buy | +1 | — | 1 | $28.00 | Q2 2026 | Aug 07, 2026 |
| Mcadam, Llc | Sell | -111,982 | -82.9% | 23,179 | $773.29K | Q2 2026 | Aug 04, 2026 |
| Oppenheimer & Co Inc | Sell | -758 | -7.9% | 8,803 | $293.69K | Q2 2026 | Aug 03, 2026 |
| Belpointe Asset Management Llc | Buy | +9,368 | — | 9,368 | $312.53K | Q2 2026 | Jul 31, 2026 |
| Badgley Phelps Wealth Managers, Llc | Buy | +7,371 | — | 7,371 | $245.91K | Q2 2026 | Jul 31, 2026 |
| Global View Capital Management Llc | Buy | +10,262 | +29.3% | 45,281 | $1.51M | Q2 2026 | Jul 23, 2026 |
| Lifeplan Financial, Llc | Sell | -877 | -0.6% | 146,278 | $4.88M | Q2 2026 | Jul 21, 2026 |
| First Premier Bank | Sell | -8,200 | -22.4% | 28,343 | $946.00K | Q2 2026 | Jul 15, 2026 |
| Rda Financial Network | Sell | -1,037 | -3.3% | 30,226 | $1.01M | Q2 2026 | Jul 06, 2026 |
| Cwm, Llc | Sell | -520 | -100.0% | 0 | $0.00 | Q2 2026 | May 14, 2026 |
| Federation Des Caisses Desjardins Du Quebec | Sell | -50 | -100.0% | 0 | $0.00 | Q2 2026 | May 14, 2026 |
| Jaffetilchin Investment Partners, Llc | Sell | -6,635 | -100.0% | 0 | $0.00 | Q2 2026 | May 13, 2026 |
| Ae Wealth Management Llc | Sell | -66 | -100.0% | 0 | $0.00 | Q2 2026 | May 13, 2026 |
Frequently asked questions about SWAN activity
Which institutional owners are buying SWAN?
Institutional owners buying SWAN include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in SWAN activity?
"Buy" means an investor increased their reported position in SWAN compared to the prior reporting period. This reflects growing exposure to AMPLIFY BLACKSWAN GROWTH TSY (SWAN) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in SWAN increasing?
Institutional interest in SWAN can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.