SWAN Institutional Ownership & Shareholders
AMPLIFY BLACKSWAN GROWTH TSY (SWAN) is currently held by 35 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $116.75M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Cerity Partners Llc is currently the largest disclosed institutional shareholder of SWAN tracked by InsiderSet, reporting ownership valued at approximately $73.51M 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 $70.94M, representing an estimated loss of -3.49% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 95% of the total disclosed SWAN value among the investors covered in this analysis. Major shareholders include Cerity Partners Llc, Lasalle St. Investment Advisors, Llc, Newedge Advisors, Llc, and several other long-term asset managers with concentrated positions in AMPLIFY BLACKSWAN GROWTH TSY (SWAN).
This page ranks the largest institutional SWAN 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
35
Total Reported Value
$116.75M
Largest Holder
Cerity Partners Llc
Largest Position
$73.51M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
44
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Cerity Partners Llc | 0.09% | 2,203,400 | $73,509,667 | $70,943,751 | -$2,565,916 | -3.49% | |
| Lasalle St. Investment Advisors, Llc | 2.01% | 492,780 | $16,440,073 | $15,866,235 | -$573,838 | -3.49% | |
| Newedge Advisors, Llc | 0.02% | 199,260 | $6,647,688 | $6,415,654 | -$232,034 | -3.49% | |
| Lifeplan Financial, Llc | 3.32% | 145,428 | $4,696,379 | $4,682,403 | -$13,976 | -0.30% | |
| Summit Financial, Llc | 0.03% | 74,269 | $2,477,766 | $2,391,269 | -$86,497 | -3.49% | |
| Cetera Investment Advisers | 0.00% | 61,152 | $2,040,147 | $1,968,935 | -$71,212 | -3.49% | |
| Global View Capital Management Llc | 0.35% | 48,650 | $1,550,772 | $1,566,404 | +$15,632 | +1.01% | |
| Old Mission Capital Llc | 0.03% | 38,408 | $1,281,363 | $1,236,638 | -$44,725 | -3.49% | |
| Lpl Financial Llc | 0.00% | 33,616 | $1,121,478 | $1,082,348 | -$39,130 | -3.49% | |
| Ameriprise Financial Inc | 0.00% | 29,739 | $992,155 | $957,518 | -$34,637 | -3.49% | |
| Ausdal Financial Partners, Inc. | 0.04% | 29,533 | $985,302 | $950,886 | -$34,416 | -3.49% | |
| Rda Financial Network | 0.19% | 27,820 | $886,798 | $895,732 | +$8,934 | +1.01% | |
| Mcadam, Llc | 0.03% | 22,294 | $710,646 | $717,809 | +$7,163 | +1.01% | |
| Hyundai Investments Co., Ltd. | 0.66% | 18,425 | $613,000 | $593,237 | -$19,763 | -3.22% | |
| Royal Bank Of Canada | 0.00% | 13,479 | $450,000 | $433,989 | -$16,011 | -3.56% | |
| Stonex Group Inc. | 0.01% | 9,941 | $316,889 | $320,074 | +$3,185 | +1.01% | |
| Belpointe Asset Management Llc | 0.01% | 9,368 | $312,534 | $301,625 | -$10,909 | -3.49% | |
| Osaic Holdings, Inc. | 0.00% | 8,995 | $300,099 | $289,616 | -$10,483 | -3.49% | |
| Oppenheimer & Co Inc | 0.00% | 8,872 | $282,805 | $285,655 | +$2,850 | +1.01% | |
| Susquehanna International Group, Llp | 0.00% | 7,458 | $248,813 | $240,128 | -$8,685 | -3.49% | |
| Badgley Phelps Wealth Managers, Llc | 0.00% | 7,371 | $234,959 | $237,327 | +$2,368 | +1.01% | |
| Jaffetilchin Investment Partners, Llc | 0.01% | 6,685 | $223,027 | $215,240 | -$7,787 | -3.49% | |
| Aptus Capital Advisors, Llc | 0.00% | 5,734 | $191,297 | $184,620 | -$6,677 | -3.49% | |
| Angeles Wealth Management, Llc | 0.00% | 3,344 | $106,594 | $107,668 | +$1,074 | +1.01% | |
| Farther Finance Advisors, Llc | 0.00% | 1,400 | $44,627 | $45,076 | +$449 | +1.01% | |
| National Bank Of Canada | 0.00% | 730 | $24,316 | $23,504 | -$812 | -3.34% | |
| Blue Trust, Inc. | 0.00% | 668 | $21,293 | $21,508 | +$215 | +1.01% | |
| Cwm, Llc | 0.00% | 520 | $16,152 | $16,743 | +$591 | +3.66% | |
| Harbour Investments, Inc. | 0.00% | 277 | $9,237 | $8,919 | -$318 | -3.45% | |
| Wells Fargo & Company/Mn | 0.00% | 200 | $6,675 | $6,439 | -$236 | -3.53% | |
| Morgan Stanley | 0.00% | 68 | $2,276 | $2,189 | -$87 | -3.80% | |
| M Holdings Securities, Inc. | 0.04% | 18,070 | $576 | $581,807 | +$581,231 | +100908.16% | |
| First Premier Bank | 0.07% | 14,297 | $456 | $460,326 | +$459,870 | +100848.73% | |
| Ifp Advisors, Inc | 0.00% | 10 | $319 | $322 | +$3 | +0.93% | |
| Blackrock, Inc. | 0.00% | 1 | $28 | $32 | +$4 | +14.99% |
Frequently asked questions about SWAN
Who are the largest institutional holders of SWAN?
The largest institutional holders of SWAN reported in the latest SEC Form 13F filings include Cerity Partners Llc, Lasalle St. Investment Advisors, Llc, Newedge Advisors, Llc, Lifeplan Financial, Llc, and Summit Financial, Llc. InsiderSet ranks institutional holders by their latest reported SWAN position.
What is SWAN institutional ownership?
This page tracks SWAN positions reported by institutional investment managers through SEC Form 13F. AMPLIFY BLACKSWAN GROWTH TSY (SWAN) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SWAN?
InsiderSet currently tracks 35 institutional managers reporting SWAN 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 SWAN shareholders.
How much SWAN stock do institutions own?
Institutional investment managers disclosed approximately $116.75M in SWAN holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SWAN institutional ownership last updated?
The latest SWAN 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 SWAN 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 SWAN position after the reporting date.
Are institutions buying or selling SWAN?
Institutional buying and selling can be analyzed by comparing SWAN positions across consecutive 13F reporting periods. InsiderSet's SWAN Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SWAN ownership changes.
How has SWAN institutional ownership changed over time?
InsiderSet tracks SWAN institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.