AMPLIFY TRANSFOR DATA SHARIN (BLOK) Institutional Ownership Changes & 13F Activity
AMPLIFY TRANSFOR DATA SHARIN (BLOK). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Cetera Investment Advisers, Thryve Wealth Management Llc, Royal Bank Of Canada, D. E. Shaw & Co., Inc., and Oasis Advisors, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Kerr Financial Planning Corp | Sell | -2 | -11.1% | 16 | $814.00 | Q4 2025 | Jul 01, 2026 |
| Cedrus Wealth Group Llc | Buy | +13,101 | — | 13,101 | $745.32K | Q4 2025 | May 27, 2026 |
| Strategic Wealth Partners, Ltd. | Buy | +235 | — | 235 | $13.35K | Q4 2025 | May 12, 2026 |
| Oasis Advisors, Llc | Buy | +61,657 | — | 61,657 | $3.51M | Q4 2025 | Apr 07, 2026 |
| Bison Wealth, Llc | Buy | +11,049 | — | 11,049 | $568.47K | Q4 2025 | Mar 24, 2026 |
| Fund Advisors Of America Inc/Fl | Buy | +6,153 | — | 6,153 | $350.04K | Q4 2025 | Mar 13, 2026 |
| Thryve Wealth Management Llc | Buy | +133,614 | — | 133,614 | $7.60M | Q4 2025 | Feb 25, 2026 |
| Sunbelt Securities, Inc. | Buy | +301 | — | 301 | $17.15K | Q4 2025 | Feb 20, 2026 |
| Corient Private Wealth Llc | Buy | +7,513 | — | 7,513 | $429.04K | Q4 2025 | Feb 19, 2026 |
| Mcguire Capital Advisors Inc | Buy | +122 | — | 122 | $6.94K | Q4 2025 | Feb 19, 2026 |
| Raymond James Financial Inc | Buy | +27,902 | — | 27,902 | $1.59M | Q4 2025 | Feb 18, 2026 |
| Ep Wealth Advisors, Llc | Buy | +4,375 | — | 4,375 | $248.87K | Q4 2025 | Feb 18, 2026 |
| Newedge Advisors, Llc | Buy | +845 | — | 845 | $48.05K | Q4 2025 | Feb 18, 2026 |
| Strive Financial Group ,Llc | Buy | +83 | — | 83 | $4.72K | Q4 2025 | Feb 18, 2026 |
| Cetera Investment Advisers | Buy | +153,619 | — | 153,619 | $8.74M | Q4 2025 | Feb 17, 2026 |
| Royal Bank Of Canada | Buy | +122,134 | — | 122,134 | $6.95M | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | Buy | +77,576 | — | 77,576 | $4.41M | Q4 2025 | Feb 17, 2026 |
| Susquehanna International Group, Llp | Buy | +59,257 | — | 59,257 | $3.37M | Q4 2025 | Feb 17, 2026 |
| Pw Advisors, Llc \ Fl | Buy | +51,917 | — | 51,917 | $2.95M | Q4 2025 | Feb 17, 2026 |
| &Partners | Buy | +44,363 | — | 44,363 | $2.52M | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | Buy | +40,085 | — | 40,085 | $2.28M | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, Llc | Buy | +28,369 | — | 28,369 | $1.61M | Q4 2025 | Feb 17, 2026 |
| Creative Planning | Buy | +14,309 | — | 14,309 | $814.07K | Q4 2025 | Feb 17, 2026 |
| Vestgen Advisors, Llc | Buy | +13,168 | — | 13,168 | $749.16K | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | Buy | +9,552 | — | 9,552 | $543.43K | Q4 2025 | Feb 17, 2026 |
| B. Riley Wealth Advisors, Inc. | Buy | +8,442 | — | 8,442 | $480.27K | Q4 2025 | Feb 17, 2026 |
| Windsor Advisory Group, Llc | Buy | +7,490 | — | 7,490 | $426.11K | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +7,320 | — | 7,320 | $416.70K | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | Buy | +7,192 | — | 7,192 | $409.15K | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management Lp | Buy | +6,650 | — | 6,650 | $378.32K | Q4 2025 | Feb 17, 2026 |
Frequently asked questions about BLOK activity
Which institutional owners are buying BLOK?
Institutional owners buying BLOK 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 BLOK activity?
"Buy" means an investor increased their reported position in BLOK compared to the prior reporting period. This reflects growing exposure to AMPLIFY TRANSFOR DATA SHARIN (BLOK) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in BLOK increasing?
Institutional interest in BLOK 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.