DIVO Institutional Ownership & Shareholders
AMPLIFY CWP ENHANCED DIVIDEN (DIVO) is currently held by 419 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $3.92B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Raymond James Financial Inc is currently the largest disclosed institutional shareholder of DIVO tracked by InsiderSet, reporting ownership valued at approximately $810.08M 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 $839.32M, representing an estimated gain of +3.61% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 56% of the total disclosed DIVO value among the investors covered in this analysis. Major shareholders include Raymond James Financial Inc, Lpl Financial Llc, Morgan Stanley, and several other long-term asset managers with concentrated positions in AMPLIFY CWP ENHANCED DIVIDEN (DIVO).
This page ranks the largest institutional DIVO 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
419
Total Reported Value
$3.92B
Largest Holder
Raymond James Financial Inc
Largest Position
$810.08M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
53
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Raymond James Financial Inc | 0.22% | 17,725,971 | $810,076,854 | $839,324,727 | +$29,247,873 | +3.61% | |
| Lpl Financial Llc | 0.09% | 8,737,758 | $399,315,509 | $413,732,841 | +$14,417,332 | +3.61% | |
| Morgan Stanley | 0.01% | 4,382,022 | $200,258,492 | $207,488,742 | +$7,230,250 | +3.61% | |
| Retirement Planning Group, Llc | 4.15% | 3,584,344 | $166,636,156 | $169,718,688 | +$3,082,532 | +1.85% | |
| Envestnet Asset Management Inc | 0.04% | 3,635,616 | $166,147,659 | $172,146,418 | +$5,998,759 | +3.61% | |
| Janney Montgomery Scott Llc | 0.19% | 2,196,661 | $100,387,000 | $104,011,898 | +$3,624,898 | +3.61% | |
| Royal Bank Of Canada | 0.01% | 1,894,021 | $86,557,000 | $89,681,894 | +$3,124,894 | +3.61% | |
| Wealth Enhancement Advisory Services, Llc | 0.13% | 1,832,617 | $85,878,499 | $86,774,415 | +$895,916 | +1.04% | |
| Ubs Group Ag | 0.01% | 1,848,938 | $84,496,467 | $87,547,214 | +$3,050,747 | +3.61% | |
| Wells Fargo & Company/Mn | 0.01% | 1,793,299 | $81,953,766 | $84,912,708 | +$2,958,942 | +3.61% | |
| Truist Financial Corp | 0.08% | 1,361,884 | $63,313,980 | $64,485,207 | +$1,171,227 | +1.85% | |
| Osaic Holdings, Inc. | 0.07% | 1,344,597 | $61,453,274 | $63,666,668 | +$2,213,394 | +3.60% | |
| Cpc Advisors, Llc | 8.23% | 1,301,304 | $60,497,645 | $61,616,744 | +$1,119,099 | +1.85% | |
| Cetera Investment Advisers | 0.05% | 1,115,038 | $50,957,259 | $52,797,049 | +$1,839,790 | +3.61% | |
| Reliant Wealth Planning | 13.88% | 1,104,334 | $50,468,063 | $52,290,215 | +$1,822,152 | +3.61% | |
| Mbl Wealth, Llc | 2.98% | 1,070,072 | $49,747,669 | $50,667,909 | +$920,240 | +1.85% | |
| Stifel Financial Corp | 0.04% | 1,071,882 | $48,984,566 | $50,753,613 | +$1,769,047 | +3.61% | |
| Bank Of America Corp | 0.00% | 820,020 | $37,474,935 | $38,827,947 | +$1,353,012 | +3.61% | |
| Stratos Investment Management, Llc | 1.23% | 743,952 | $33,998,635 | $35,226,127 | +$1,227,492 | +3.61% | |
| Private Advisor Group, Llc | 0.15% | 699,559 | $31,969,764 | $33,124,119 | +$1,154,355 | +3.61% | |
| Sequoia Financial Advisors | 0.14% | 628,175 | $28,707,589 | $29,744,086 | +$1,036,497 | +3.61% | |
| Cwm, Llc | 0.07% | 602,737 | $27,032,775 | $28,539,597 | +$1,506,822 | +5.57% | |
| Steward Partners Investment Advisory, Llc | 0.13% | 562,195 | $25,692,309 | $26,619,933 | +$927,624 | +3.61% | |
| Nbz Investment Advisors Llc | 9.50% | 528,367 | $24,563,799 | $25,018,177 | +$454,378 | +1.85% | |
| Northwest Financial Advisors | 2.97% | 474,228 | $22,046,829 | $22,454,696 | +$407,867 | +1.85% | |
| Newedge Advisors, Llc | 0.06% | 468,004 | $21,387,786 | $22,159,989 | +$772,203 | +3.61% | |
| Two Sigma Investments, Lp | 0.02% | 466,800 | $21,332,760 | $22,102,980 | +$770,220 | +3.61% | |
| Forthright Wealth Management, Llc | 5.45% | 466,125 | $21,301,915 | $22,071,019 | +$769,104 | +3.61% | |
| Prostatis Group Llc | 4.87% | 457,179 | $20,893,064 | $21,647,426 | +$754,362 | +3.61% | |
| Summit Financial, Llc | 0.22% | 433,566 | $19,813,952 | $20,529,350 | +$715,398 | +3.61% | |
| Merit Financial Group, Llc | 0.12% | 432,089 | $19,746,449 | $20,459,414 | +$712,965 | +3.61% | |
| Hibernia Wealth Partners, Llc | 10.22% | 421,855 | $19,612,017 | $19,974,834 | +$362,817 | +1.85% | |
| Thoroughbred Financial Services, Llc | 0.93% | 424,446 | $19,397,000 | $20,097,518 | +$700,518 | +3.61% | |
| Clear Trail Advisors, Llc | 2.91% | 410,833 | $19,099,620 | $19,452,943 | +$353,323 | +1.85% | |
| Second Half Financial Partners, Llc | 7.73% | 412,651 | $18,858,154 | $19,539,025 | +$680,871 | +3.61% | |
| Marshall Financial Group, Llc | 2.72% | 408,662 | $18,675,831 | $19,350,146 | +$674,315 | +3.61% | |
| Bank Of New York Mellon Corp | 0.00% | 363,006 | $16,589,369 | $17,188,334 | +$598,965 | +3.61% | |
| Mgo One Seven Llc | 0.27% | 352,088 | $16,368,550 | $16,671,367 | +$302,817 | +1.85% | |
| Commonwealth Equity Services, Llc | 0.02% | 351,582 | $16,345,050 | $16,647,408 | +$302,358 | +1.85% | |
| Equitable Holdings, Inc. | 0.09% | 339,127 | $15,498,084 | $16,057,663 | +$559,579 | +3.61% | |
| Benjamin Edwards Inc | 0.14% | 333,442 | $15,239,375 | $15,788,479 | +$549,104 | +3.60% | |
| Mesirow Financial Investment Management, Inc. | 0.24% | 333,110 | $15,223,062 | $15,772,759 | +$549,697 | +3.61% | |
| Altus Wealth Group Llc | 5.60% | 320,296 | $14,890,582 | $15,166,016 | +$275,434 | +1.85% | |
| Financial Designs Corp | 7.40% | 309,129 | $14,371,407 | $14,637,258 | +$265,851 | +1.85% | |
| Laurel Oak Wealth Management, Llc | 1.98% | 303,026 | $14,087,658 | $14,348,281 | +$260,623 | +1.85% | |
| Cary Street Partners Financial Llc | 0.31% | 307,581 | $14,056,441 | $14,563,960 | +$507,519 | +3.61% | |
| Mml Investors Services, Llc | 0.03% | 299,959 | $13,708,115 | $14,203,059 | +$494,944 | +3.61% | |
| Ncm Capital Management, Llc | 3.89% | 275,952 | $12,611,004 | $13,066,327 | +$455,323 | +3.61% | |
| Ameriprise Financial Inc | 0.00% | 270,361 | $12,355,469 | $12,801,593 | +$446,124 | +3.61% | |
| Souders Financial Advisors | 1.17% | 258,651 | $12,024,679 | $12,247,125 | +$222,446 | +1.85% |
Frequently asked questions about DIVO
Who are the largest institutional holders of DIVO?
The largest institutional holders of DIVO reported in the latest SEC Form 13F filings include Raymond James Financial Inc, Lpl Financial Llc, Morgan Stanley, Retirement Planning Group, Llc, and Envestnet Asset Management Inc. InsiderSet ranks institutional holders by their latest reported DIVO position.
What is DIVO institutional ownership?
This page tracks DIVO positions reported by institutional investment managers through SEC Form 13F. AMPLIFY CWP ENHANCED DIVIDEN (DIVO) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DIVO?
InsiderSet currently tracks 419 institutional managers reporting DIVO 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 DIVO shareholders.
How much DIVO stock do institutions own?
Institutional investment managers disclosed approximately $3.92B in DIVO holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DIVO institutional ownership last updated?
The latest DIVO 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 DIVO 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 DIVO position after the reporting date.
Are institutions buying or selling DIVO?
Institutional buying and selling can be analyzed by comparing DIVO positions across consecutive 13F reporting periods. InsiderSet's DIVO Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DIVO ownership changes.
How has DIVO institutional ownership changed over time?
InsiderSet tracks DIVO institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.