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 $592.14M in BLOK holdings during the latest filing period.
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 $3,349.08, representing an estimated loss of -100.00% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 67% 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
269
Total Reported Value
$592.14M
Largest Holder
Coppell Advisory Solutions Llc
Largest Position
$122.47M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
62
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 | $3,349 | -$122,463,631 | -100.00% | |
| Morgan Stanley | 0.01% | 1,680,571 | $105,254,173 | $104,229,013 | -$1,025,160 | -0.97% | |
| Lpl Financial Llc | 0.01% | 842,571 | $52,770,204 | $52,256,253 | -$513,951 | -0.97% | |
| Gradient Investments Llc | 0.48% | 551,638 | $34,549,066 | $34,212,589 | -$336,477 | -0.97% | |
| Wells Fargo & Company/Mn | 0.01% | 493,001 | $30,876,652 | $30,575,922 | -$300,730 | -0.97% | |
| Envestnet Asset Management Inc | 0.00% | 190,522 | $11,932,389 | $11,816,174 | -$116,215 | -0.97% | |
| Cetera Investment Advisers | 0.01% | 154,209 | $9,658,189 | $9,564,042 | -$94,147 | -0.97% | |
| Royal Bank Of Canada | 0.00% | 146,627 | $9,183,000 | $9,093,807 | -$89,193 | -0.97% | |
| Thryve Wealth Management Llc | 5.09% | 145,321 | $9,101,457 | $9,012,808 | -$88,649 | -0.97% | |
| Gts Securities Llc | 0.17% | 132,366 | $8,290,083 | $8,209,339 | -$80,744 | -0.97% | |
| Carter Financial Group, Inc. | 3.90% | 120,017 | $7,516,687 | $7,443,454 | -$73,233 | -0.97% | |
| Oppenheimer & Co Inc | 0.07% | 101,335 | $6,346,611 | $6,284,797 | -$61,814 | -0.97% | |
| Janney Montgomery Scott Llc | 0.01% | 98,984 | $6,199,000 | $6,138,988 | -$60,012 | -0.97% | |
| Columbus Macro, Llc | 0.60% | 98,258 | $6,153,891 | $6,093,961 | -$59,930 | -0.97% | |
| Commonwealth Equity Services, Llc | 0.01% | 89,777 | $5,622,757 | $5,567,970 | -$54,787 | -0.97% | |
| Gerber, Llc | 2.64% | 89,771 | $5,622,343 | $5,567,597 | -$54,746 | -0.97% | |
| Mml Investors Services, Llc | 0.01% | 83,627 | $5,237,547 | $5,186,547 | -$51,000 | -0.97% | |
| Nwam Llc | 0.24% | 78,053 | $4,888,490 | $4,840,847 | -$47,643 | -0.97% | |
| Mattson Financial Services, Llc | 0.99% | 79,643 | $4,749,909 | $4,939,459 | +$189,550 | +3.99% | |
| Ausdal Financial Partners, Inc. | 0.18% | 74,980 | $4,695,989 | $4,650,260 | -$45,729 | -0.97% | |
| Riggs Asset Managment Co. Inc. | 0.81% | 72,705 | $4,553,514 | $4,509,164 | -$44,350 | -0.97% | |
| Advyzon Investment Management, Llc | 0.33% | 72,122 | $4,516,999 | $4,473,006 | -$43,993 | -0.97% | |
| Leavell Investment Management, Inc. | 0.16% | 71,930 | $4,504,976 | $4,461,099 | -$43,877 | -0.97% | |
| Thor Trading Advisors, Llc | 1.30% | 66,334 | $4,154,498 | $4,114,035 | -$40,463 | -0.97% | |
| Rockefeller Capital Management L.P. | 0.01% | 55,429 | $3,471,622 | $3,437,707 | -$33,915 | -0.98% | |
| Baird Financial Group, Inc. | 0.00% | 54,052 | $3,385,277 | $3,352,305 | -$32,972 | -0.97% | |
| Oasis Advisors, Llc | 2.18% | 53,610 | $3,357,615 | $3,324,892 | -$32,723 | -0.97% | |
| Eagle Strategies Llc | 0.32% | 50,827 | $3,183,286 | $3,152,291 | -$30,995 | -0.97% | |
| Flow Traders U.S. Llc | 0.13% | 49,868 | $3,123,000 | $3,092,813 | -$30,187 | -0.97% | |
| Financial Engines Advisors L.L.C. | 0.01% | 49,818 | $3,120,101 | $3,089,712 | -$30,389 | -0.97% | |
| Merit Financial Group, Llc | 0.02% | 42,697 | $2,674,129 | $2,648,068 | -$26,061 | -0.97% | |
| Ifp Advisors, Inc | 0.05% | 42,533 | $2,663,842 | $2,637,897 | -$25,945 | -0.97% | |
| Jane Street Group, Llc | 0.00% | 42,390 | $2,654,886 | $2,629,028 | -$25,858 | -0.97% | |
| Cx Institutional | 0.07% | 39,527 | $2,476,000 | $2,451,465 | -$24,535 | -0.99% | |
| Stifel Financial Corp | 0.00% | 38,859 | $2,433,925 | $2,410,035 | -$23,890 | -0.98% | |
| Sei Investments Co | 0.00% | 37,672 | $2,359,397 | $2,336,417 | -$22,980 | -0.97% | |
| Arax Advisory Partners | 0.02% | 36,627 | $2,293,928 | $2,271,607 | -$22,321 | -0.97% | |
| Quattro Advisors Llc | 1.39% | 33,354 | $2,088,931 | $2,068,615 | -$20,316 | -0.97% | |
| Wealthfront Advisers Llc | 0.00% | 29,966 | $1,876,771 | $1,858,491 | -$18,280 | -0.97% | |
| Strategic Wealth Investment Group, Llc | 0.23% | 29,660 | $1,857,625 | $1,839,513 | -$18,112 | -0.97% | |
| Moran Wealth Management, Llc | 0.05% | 28,928 | $1,811,761 | $1,794,115 | -$17,646 | -0.97% | |
| Raymond James Financial Inc | 0.00% | 28,844 | $1,806,481 | $1,788,905 | -$17,576 | -0.97% | |
| Fsa Investment Group, Llc | 0.59% | 28,832 | $1,805,748 | $1,788,161 | -$17,587 | -0.97% | |
| Susquehanna International Group, Llp | 0.00% | 26,011 | $1,629,069 | $1,613,202 | -$15,867 | -0.97% | |
| Western Wealth Management, Llc | 0.05% | 25,512 | $1,597,805 | $1,582,254 | -$15,551 | -0.97% | |
| Old Mission Capital Llc | 0.04% | 25,045 | $1,568,568 | $1,553,291 | -$15,277 | -0.97% | |
| Ntv Asset Management Llc | 0.15% | 24,501 | $1,534,498 | $1,519,552 | -$14,946 | -0.97% | |
| Q3 Asset Management | 0.27% | 23,423 | $1,466,000 | $1,452,694 | -$13,306 | -0.91% | |
| Bank Of New York Mellon Corp | 0.00% | 23,043 | $1,443,204 | $1,429,127 | -$14,077 | -0.98% | |
| Brookstone Capital Management | 0.01% | 22,714 | $1,422,562 | $1,408,722 | -$13,840 | -0.97% |
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.