BLOK Institutional Ownership & Shareholders
AMPLIFY TRANSFOR DATA SHARIN (BLOK) is currently held by 271 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $579.27M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Coppell Advisory Solutions Llc is currently the largest disclosed institutional shareholder of BLOK tracked by InsiderSet, reporting ownership valued at approximately $122.47M in its June 30, 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 $2,767.5, representing an estimated loss of -100.00% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 66% of the total disclosed BLOK value among the investors covered in this analysis. Major shareholders include Coppell Advisory Solutions Llc, Morgan Stanley, Lpl Financial 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
271
Total Reported Value
$579.27M
Largest Holder
Coppell Advisory Solutions Llc
Largest Position
$122.47M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
61
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Coppell Advisory Solutions Llc | 10.12% | 54 | $122,466,980 | $2,768 | -$122,464,213 | -100.00% | |
| Morgan Stanley | 0.01% | 1,680,571 | $105,254,173 | $86,129,264 | -$19,124,909 | -18.17% | |
| Lpl Financial Llc | 0.01% | 842,571 | $52,770,204 | $43,181,764 | -$9,588,440 | -18.17% | |
| Wells Fargo & Company/Mn | 0.01% | 493,001 | $30,876,652 | $25,266,301 | -$5,610,351 | -18.17% | |
| Gradient Investments Llc | 0.35% | 396,545 | $24,280,430 | $20,322,931 | -$3,957,499 | -16.30% | |
| Envestnet Asset Management Inc | 0.00% | 190,522 | $11,932,389 | $9,764,253 | -$2,168,137 | -18.17% | |
| Cetera Investment Advisers | 0.01% | 154,209 | $9,658,189 | $7,903,211 | -$1,754,978 | -18.17% | |
| Royal Bank Of Canada | 0.00% | 146,627 | $9,183,000 | $7,514,634 | -$1,668,366 | -18.17% | |
| Thryve Wealth Management Llc | 5.08% | 148,668 | $9,102,915 | $7,619,235 | -$1,483,680 | -16.30% | |
| Gts Securities Llc | 0.17% | 132,366 | $8,290,083 | $6,783,758 | -$1,506,326 | -18.17% | |
| Carter Financial Group, Inc. | 3.77% | 120,804 | $7,396,830 | $6,191,205 | -$1,205,625 | -16.30% | |
| Janney Montgomery Scott Llc | 0.01% | 98,984 | $6,199,000 | $5,072,930 | -$1,126,070 | -18.17% | |
| Columbus Macro, Llc | 0.59% | 99,580 | $6,097,276 | $5,103,475 | -$993,801 | -16.30% | |
| Commonwealth Equity Services, Llc | 0.01% | 90,474 | $5,539,744 | $4,636,793 | -$902,952 | -16.30% | |
| Gerber, Llc | 2.46% | 88,280 | $5,405,382 | $4,524,350 | -$881,032 | -16.30% | |
| Mml Investors Services, Llc | 0.01% | 83,627 | $5,237,547 | $4,285,884 | -$951,663 | -18.17% | |
| Nwam Llc | 0.24% | 78,053 | $4,888,490 | $4,000,216 | -$888,274 | -18.17% | |
| Mattson Financial Services, Llc | 0.99% | 79,643 | $4,749,909 | $4,081,704 | -$668,205 | -14.07% | |
| Ausdal Financial Partners, Inc. | 0.18% | 74,980 | $4,695,989 | $3,842,725 | -$853,264 | -18.17% | |
| Riggs Asset Managment Co. Inc. | 0.81% | 72,705 | $4,553,514 | $3,726,131 | -$827,383 | -18.17% | |
| Oasis Advisors, Llc | 1.91% | 74,253 | $4,546,545 | $3,805,466 | -$741,079 | -16.30% | |
| Advyzon Investment Management, Llc | 0.33% | 72,122 | $4,516,999 | $3,696,253 | -$820,747 | -18.17% | |
| Leavell Investment Management, Inc. | 0.16% | 71,930 | $4,504,976 | $3,686,413 | -$818,564 | -18.17% | |
| Thor Trading Advisors, Llc | 1.30% | 66,334 | $4,154,498 | $3,399,618 | -$754,881 | -18.17% | |
| Rockefeller Capital Management L.P. | 0.01% | 55,429 | $3,471,622 | $2,840,736 | -$630,886 | -18.17% | |
| Baird Financial Group, Inc. | 0.00% | 54,052 | $3,385,277 | $2,770,165 | -$615,112 | -18.17% | |
| Flow Traders U.S. Llc | 0.13% | 49,868 | $3,123,000 | $2,555,735 | -$567,265 | -18.16% | |
| Financial Engines Advisors L.L.C. | 0.01% | 49,818 | $3,120,101 | $2,553,173 | -$566,929 | -18.17% | |
| Eagle Strategies Llc | 0.29% | 48,490 | $2,969,036 | $2,485,113 | -$483,924 | -16.30% | |
| Oppenheimer & Co Inc | 0.03% | 45,516 | $2,786,945 | $2,332,695 | -$454,250 | -16.30% | |
| Merit Financial Group, Llc | 0.02% | 42,697 | $2,674,129 | $2,188,221 | -$485,908 | -18.17% | |
| Jane Street Group, Llc | 0.00% | 42,390 | $2,654,886 | $2,172,488 | -$482,399 | -18.17% | |
| Ifp Advisors, Inc | 0.04% | 42,565 | $2,606,255 | $2,181,456 | -$424,799 | -16.30% | |
| Stifel Financial Corp | 0.00% | 38,859 | $2,433,925 | $1,991,524 | -$442,401 | -18.18% | |
| Sei Investments Co | 0.00% | 37,672 | $2,359,397 | $1,930,690 | -$428,707 | -18.17% | |
| Arax Advisory Partners | 0.02% | 36,627 | $2,293,928 | $1,877,134 | -$416,794 | -18.17% | |
| Quattro Advisors Llc | 1.39% | 33,354 | $2,088,931 | $1,709,393 | -$379,539 | -18.17% | |
| Moran Wealth Management, Llc | 0.05% | 30,792 | $1,885,394 | $1,578,090 | -$307,304 | -16.30% | |
| Wealthfront Advisers Llc | 0.00% | 29,966 | $1,876,771 | $1,535,758 | -$341,014 | -18.17% | |
| Raymond James Financial Inc | 0.00% | 28,844 | $1,806,481 | $1,478,255 | -$328,226 | -18.17% | |
| Strategic Wealth Investment Group, Llc | 0.22% | 29,153 | $1,785,010 | $1,494,091 | -$290,919 | -16.30% | |
| Susquehanna International Group, Llp | 0.00% | 26,011 | $1,629,069 | $1,333,064 | -$296,005 | -18.17% | |
| Vise Technologies, Inc. | 0.01% | 26,467 | $1,620,554 | $1,356,434 | -$264,120 | -16.30% | |
| Western Wealth Management, Llc | 0.05% | 25,512 | $1,597,805 | $1,307,490 | -$290,315 | -18.17% | |
| Old Mission Capital Llc | 0.04% | 25,045 | $1,568,568 | $1,283,556 | -$285,012 | -18.17% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 25,859 | $1,519,473 | $1,325,274 | -$194,199 | -12.78% | |
| Ntv Asset Management Llc | 0.14% | 24,201 | $1,481,827 | $1,240,301 | -$241,526 | -16.30% | |
| Q3 Asset Management | 0.27% | 23,423 | $1,466,000 | $1,200,429 | -$265,571 | -18.12% | |
| Bank Of New York Mellon Corp | 0.00% | 23,043 | $1,443,204 | $1,180,954 | -$262,250 | -18.17% | |
| Maridea Wealth Management Llc | 0.15% | 22,284 | $1,395,628 | $1,142,055 | -$253,573 | -18.17% |
Frequently asked questions about BLOK
Who are the largest institutional holders of BLOK?
The largest institutional holders of BLOK reported in the latest SEC Form 13F filings include Coppell Advisory Solutions Llc, Morgan Stanley, Lpl Financial Llc, Wells Fargo & Company/Mn, and Gradient Investments Llc. InsiderSet ranks institutional holders by their latest reported BLOK position.
What is BLOK institutional ownership?
This page tracks BLOK positions reported by institutional investment managers through SEC Form 13F. AMPLIFY TRANSFOR DATA SHARIN (BLOK) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BLOK?
InsiderSet currently tracks 271 institutional managers reporting BLOK holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of BLOK shareholders.
How much BLOK stock do institutions own?
Institutional investment managers disclosed approximately $579.27M in BLOK holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BLOK institutional ownership last updated?
The latest BLOK institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional BLOK holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its BLOK position after the reporting date.
Are institutions buying or selling BLOK?
Institutional buying and selling can be analyzed by comparing BLOK positions across consecutive 13F reporting periods. InsiderSet's BLOK Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BLOK ownership changes.
How has BLOK institutional ownership changed over time?
InsiderSet tracks BLOK institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.