AMPLIFY TRANSFOR DATA SHARIN (BLOK) Institutional Shareholders
AMPLIFY TRANSFOR DATA SHARIN (BLOK) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $373.33M in BLOK holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of BLOK tracked by InsiderSet, reporting ownership valued at approximately $77.90M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $92.68M, representing an estimated gain of +18.97% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 59% of the total disclosed BLOK value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Lpl Financial Llc, Gradient Investments Llc, and several other long-term asset managers with concentrated positions in AMPLIFY TRANSFOR DATA SHARIN (BLOK).
This page ranks the largest institutional BLOK shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
250
Total Reported Value
$373.33M
Largest Holder
Morgan Stanley
Largest Position
$77.90M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
93
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 1,563,989 | $77,902,337 | $92,681,988 | +$14,779,651 | +18.97% | |
| Lpl Financial Llc | 0.01% | 765,855 | $38,147,231 | $45,384,567 | +$7,237,336 | +18.97% | |
| Gradient Investments Llc | 0.48% | 551,638 | $34,549,066 | $32,690,068 | -$1,858,998 | -5.38% | |
| Wells Fargo & Company/Mn | 0.00% | 478,453 | $23,831,765 | $28,353,125 | +$4,521,360 | +18.97% | |
| Hightower Advisors, Llc | 0.01% | 169,775 | $8,456,555 | $10,060,867 | +$1,604,312 | +18.97% | |
| Envestnet Asset Management Inc | 0.00% | 157,284 | $7,834,294 | $9,320,650 | +$1,486,356 | +18.97% | |
| Carter Financial Group, Inc. | 3.90% | 120,017 | $7,516,687 | $7,112,207 | -$404,480 | -5.38% | |
| Cetera Investment Advisers | 0.01% | 148,255 | $7,384,597 | $8,785,591 | +$1,400,994 | +18.97% | |
| Thryve Wealth Management Llc | 4.50% | 135,216 | $6,735,109 | $8,012,900 | +$1,277,791 | +18.97% | |
| Royal Bank Of Canada | 0.00% | 132,873 | $6,619,000 | $7,874,054 | +$1,255,054 | +18.96% | |
| Columbus Macro, Llc | 0.60% | 98,258 | $6,153,891 | $5,822,769 | -$331,122 | -5.38% | |
| Susquehanna International Group, Llp | 0.01% | 121,241 | $6,039,014 | $7,184,742 | +$1,145,728 | +18.97% | |
| Commonwealth Equity Services, Llc | 0.01% | 89,777 | $5,622,757 | $5,320,185 | -$302,572 | -5.38% | |
| Gerber, Llc | 2.64% | 89,771 | $5,622,343 | $5,319,829 | -$302,514 | -5.38% | |
| Oppenheimer & Co Inc | 0.06% | 101,835 | $5,072,401 | $6,034,742 | +$962,341 | +18.97% | |
| Nwam Llc | 0.24% | 78,053 | $4,888,490 | $4,625,421 | -$263,069 | -5.38% | |
| Riggs Asset Managment Co. Inc. | 0.81% | 72,705 | $4,553,514 | $4,308,498 | -$245,016 | -5.38% | |
| Leavell Investment Management, Inc. | 0.16% | 71,930 | $4,504,976 | $4,262,572 | -$242,404 | -5.38% | |
| Mattson Financial Services, Llc | 0.95% | 80,086 | $3,989,084 | $4,745,896 | +$756,812 | +18.97% | |
| Mml Investors Services, Llc | 0.01% | 67,886 | $3,381,423 | $4,022,924 | +$641,501 | +18.97% | |
| Oasis Advisors, Llc | 2.18% | 53,610 | $3,357,615 | $3,176,929 | -$180,686 | -5.38% | |
| &Partners | 0.02% | 64,493 | $3,212,390 | $3,821,855 | +$609,465 | +18.97% | |
| Eagle Strategies Llc | 0.32% | 50,827 | $3,183,286 | $3,012,008 | -$171,278 | -5.38% | |
| Qube Research & Technologies Ltd | 0.00% | 60,636 | $3,020,279 | $3,593,289 | +$573,010 | +18.97% | |
| Financial Engines Advisors L.L.C. | 0.01% | 54,349 | $2,707,124 | $3,220,722 | +$513,598 | +18.97% | |
| Baird Financial Group, Inc. | 0.00% | 53,775 | $2,678,533 | $3,186,707 | +$508,174 | +18.97% | |
| Merit Financial Group, Llc | 0.02% | 42,697 | $2,674,129 | $2,530,224 | -$143,905 | -5.38% | |
| Ifp Advisors, Inc | 0.05% | 42,533 | $2,663,842 | $2,520,506 | -$143,336 | -5.38% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 53,111 | $2,645,458 | $3,147,358 | +$501,900 | +18.97% | |
| Sei Investments Co | 0.00% | 47,281 | $2,355,067 | $2,801,872 | +$446,805 | +18.97% | |
| D. E. Shaw & Co., Inc. | 0.00% | 47,175 | $2,349,787 | $2,795,591 | +$445,804 | +18.97% | |
| Gts Securities Llc | 0.08% | 43,858 | $2,184,567 | $2,599,025 | +$414,458 | +18.97% | |
| Jane Street Group, Llc | 0.00% | 41,182 | $2,051,275 | $2,440,445 | +$389,170 | +18.97% | |
| Fsa Investment Group, Llc | 0.59% | 28,832 | $1,805,748 | $1,708,584 | -$97,164 | -5.38% | |
| Stifel Financial Corp | 0.00% | 35,971 | $1,791,757 | $2,131,641 | +$339,884 | +18.97% | |
| Wealthfront Advisers Llc | 0.00% | 32,163 | $1,602,039 | $1,905,979 | +$303,940 | +18.97% | |
| Quattro Advisors Llc | 1.36% | 31,600 | $1,573,998 | $1,872,616 | +$298,618 | +18.97% | |
| Strategic Wealth Investment Group, Llc | 0.19% | 29,682 | $1,478,482 | $1,758,955 | +$280,473 | +18.97% | |
| B & T Capital Management Dba Alpha Capital Management | 0.21% | 29,116 | $1,450,268 | $1,725,414 | +$275,146 | +18.97% | |
| Raymond James Financial Inc | 0.00% | 28,705 | $1,429,781 | $1,701,058 | +$271,277 | +18.97% | |
| Brookstone Capital Management | 0.01% | 22,714 | $1,422,562 | $1,346,032 | -$76,530 | -5.38% | |
| Moran Wealth Management, Llc | 0.04% | 27,509 | $1,370,223 | $1,630,183 | +$259,960 | +18.97% | |
| Vise Technologies, Inc. | 0.03% | 23,963 | $1,363,244 | $1,420,047 | +$56,803 | +4.17% | |
| Ntv Asset Management Llc | 0.14% | 25,501 | $1,270,205 | $1,511,189 | +$240,984 | +18.97% | |
| Western Wealth Management, Llc | 0.05% | 25,298 | $1,260,103 | $1,499,159 | +$239,056 | +18.97% | |
| Sovran Advisors, Llc | 0.09% | 20,692 | $1,230,138 | $1,226,208 | -$3,930 | -0.32% | |
| Kaizen Financial Strategies | 0.47% | 19,130 | $1,199,068 | $1,133,644 | -$65,424 | -5.46% | |
| Cwm, Llc | 0.00% | 23,846 | $1,187,779 | $1,413,114 | +$225,335 | +18.97% | |
| Rockefeller Capital Management L.P. | 0.00% | 23,710 | $1,181,034 | $1,405,055 | +$224,021 | +18.97% | |
| U.S. Capital Wealth Advisors, Llc | 0.03% | 23,579 | $1,174,470 | $1,397,292 | +$222,822 | +18.97% |
Frequently asked questions about BLOK
Who owns the most BLOK stock?
The largest holders of BLOK are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for AMPLIFY TRANSFOR DATA SHARIN (BLOK).
Is BLOK widely held by superinvestors?
Many widely followed stocks like BLOK appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BLOK is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.