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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Kerr Financial Planning CorpSell-2-11.1%16$814.00Q4 2025Jul 01, 2026
Cedrus Wealth Group LlcBuy+13,101—13,101$745.32KQ4 2025May 27, 2026
Strategic Wealth Partners, Ltd.Buy+235—235$13.35KQ4 2025May 12, 2026
Oasis Advisors, LlcBuy+61,657—61,657$3.51MQ4 2025Apr 07, 2026
Bison Wealth, LlcBuy+11,049—11,049$568.47KQ4 2025Mar 24, 2026
Fund Advisors Of America Inc/FlBuy+6,153—6,153$350.04KQ4 2025Mar 13, 2026
Thryve Wealth Management LlcBuy+133,614—133,614$7.60MQ4 2025Feb 25, 2026
Sunbelt Securities, Inc.Buy+301—301$17.15KQ4 2025Feb 20, 2026
Corient Private Wealth LlcBuy+7,513—7,513$429.04KQ4 2025Feb 19, 2026
Mcguire Capital Advisors IncBuy+122—122$6.94KQ4 2025Feb 19, 2026
Raymond James Financial IncBuy+27,902—27,902$1.59MQ4 2025Feb 18, 2026
Ep Wealth Advisors, LlcBuy+4,375—4,375$248.87KQ4 2025Feb 18, 2026
Newedge Advisors, LlcBuy+845—845$48.05KQ4 2025Feb 18, 2026
Strive Financial Group ,LlcBuy+83—83$4.72KQ4 2025Feb 18, 2026
Cetera Investment AdvisersBuy+153,619—153,619$8.74MQ4 2025Feb 17, 2026
Royal Bank Of CanadaBuy+122,134—122,134$6.95MQ4 2025Feb 17, 2026
D. E. Shaw & Co., Inc.Buy+77,576—77,576$4.41MQ4 2025Feb 17, 2026
Susquehanna International Group, LlpBuy+59,257—59,257$3.37MQ4 2025Feb 17, 2026
Pw Advisors, Llc \ FlBuy+51,917—51,917$2.95MQ4 2025Feb 17, 2026
&PartnersBuy+44,363—44,363$2.52MQ4 2025Feb 17, 2026
Qube Research & Technologies LtdBuy+40,085—40,085$2.28MQ4 2025Feb 17, 2026
Private Advisor Group, LlcBuy+28,369—28,369$1.61MQ4 2025Feb 17, 2026
Creative PlanningBuy+14,309—14,309$814.07KQ4 2025Feb 17, 2026
Vestgen Advisors, LlcBuy+13,168—13,168$749.16KQ4 2025Feb 17, 2026
Rockefeller Capital Management L.P.Buy+9,552—9,552$543.43KQ4 2025Feb 17, 2026
B. Riley Wealth Advisors, Inc.Buy+8,442—8,442$480.27KQ4 2025Feb 17, 2026
Windsor Advisory Group, LlcBuy+7,490—7,490$426.11KQ4 2025Feb 17, 2026
Osaic Holdings, Inc.Buy+7,320—7,320$416.70KQ4 2025Feb 17, 2026
Equitable Holdings, Inc.Buy+7,192—7,192$409.15KQ4 2025Feb 17, 2026
Quantinno Capital Management LpBuy+6,650—6,650$378.32KQ4 2025Feb 17, 2026
Showing 30 of 242

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.