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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Cerity Partners LlcBuy+30,580+1.4%2,203,400$73.51MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+29,73929,739$992.15KQ2 2026Aug 14, 2026
Old Mission Capital LlcBuy+15,563+68.1%38,408$1.28MQ2 2026Aug 14, 2026
Ausdal Financial Partners, Inc.Sell-8,485-22.3%29,533$985.30KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+2,812+45.5%8,995$300.10KQ2 2026Aug 14, 2026
Hyundai Investments Co., Ltd.Sell-2,348-11.3%18,425$613.00KQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-1,499-16.7%7,458$248.81KQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-1,454-9.7%13,479$450.00KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+199+19900.0%200$6.67KQ2 2026Aug 14, 2026
Morgan StanleySell-228-77.0%68$2.28KQ2 2026Aug 13, 2026
Newedge Advisors, LlcBuy+199,260199,260$6.65MQ2 2026Aug 12, 2026
Summit Financial, LlcBuy+7,498+11.2%74,269$2.48MQ2 2026Aug 12, 2026
Cetera Investment AdvisersSell-5,203-7.8%61,152$2.04MQ2 2026Aug 12, 2026
Stonex Group Inc.Buy+33+0.3%9,975$332.77KQ2 2026Aug 12, 2026
Harbour Investments, Inc.Buy+2+0.7%277$9.24KQ2 2026Aug 12, 2026
Lasalle St. Investment Advisors, LlcBuy+19,033+4.0%492,780$16.44MQ2 2026Aug 11, 2026
Lpl Financial LlcSell-9,409-21.9%33,616$1.12MQ2 2026Aug 07, 2026
Blackrock, Inc.Buy+11$28.00Q2 2026Aug 07, 2026
Mcadam, LlcSell-111,982-82.9%23,179$773.29KQ2 2026Aug 04, 2026
Oppenheimer & Co IncSell-758-7.9%8,803$293.69KQ2 2026Aug 03, 2026
Belpointe Asset Management LlcBuy+9,3689,368$312.53KQ2 2026Jul 31, 2026
Badgley Phelps Wealth Managers, LlcBuy+7,3717,371$245.91KQ2 2026Jul 31, 2026
Global View Capital Management LlcBuy+10,262+29.3%45,281$1.51MQ2 2026Jul 23, 2026
Lifeplan Financial, LlcSell-877-0.6%146,278$4.88MQ2 2026Jul 21, 2026
First Premier BankSell-8,200-22.4%28,343$946.00KQ2 2026Jul 15, 2026
Rda Financial NetworkSell-1,037-3.3%30,226$1.01MQ2 2026Jul 06, 2026
Cwm, LlcSell-520-100.0%0$0.00Q2 2026May 14, 2026
Federation Des Caisses Desjardins Du QuebecSell-50-100.0%0$0.00Q2 2026May 14, 2026
Jaffetilchin Investment Partners, LlcSell-6,635-100.0%0$0.00Q2 2026May 13, 2026
Ae Wealth Management LlcSell-66-100.0%0$0.00Q2 2026May 13, 2026
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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.