AMPLIFY BLACKSWAN GROWTH TSY (SWAN) Top Institutional Shareholders
AMPLIFY BLACKSWAN GROWTH TSY (SWAN) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $308.99M in SWAN holdings during the latest filing period.
Tredje Ap-Fonden is currently the largest disclosed institutional shareholder of SWAN tracked by InsiderSet, reporting ownership valued at approximately $202.67M in its March 31, 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 $217.80M, representing an estimated gain of +7.46% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 98% of the total disclosed SWAN value among the investors covered in this analysis. Major shareholders include Tredje Ap-Fonden, Cerity Partners Llc, Lasalle St. Investment 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
37
Total Reported Value
$308.99M
Largest Holder
Tredje Ap-Fonden
Largest Position
$202.67M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
41
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Tredje Ap-Fonden | 1.11% | 6,525,000 | $202,674,983 | $217,799,933 | +$15,124,950 | +7.46% | |
| Cerity Partners Llc | 0.10% | 2,172,820 | $67,490,580 | $72,527,211 | +$5,036,631 | +7.46% | |
| Lasalle St. Investment Advisors, Llc | 2.07% | 473,747 | $14,715,198 | $15,813,343 | +$1,098,145 | +7.46% | |
| Lifeplan Financial, Llc | 3.38% | 147,155 | $4,570,826 | $4,911,931 | +$341,105 | +7.46% | |
| Mcadam, Llc | 0.19% | 135,161 | $4,198,267 | $4,511,580 | +$313,313 | +7.46% | |
| Summit Financial, Llc | 0.03% | 66,771 | $2,073,993 | $2,228,769 | +$154,776 | +7.46% | |
| Cetera Investment Advisers | 0.00% | 66,355 | $2,061,073 | $2,214,883 | +$153,810 | +7.46% | |
| Independent Financial Group, Llc | 0.02% | 50,685 | $1,703,520 | $1,691,830 | -$11,690 | -0.69% | |
| Lpl Financial Llc | 0.00% | 43,025 | $1,336,408 | $1,436,144 | +$99,736 | +7.46% | |
| Ausdal Financial Partners, Inc. | 0.05% | 38,018 | $1,180,899 | $1,269,014 | +$88,115 | +7.46% | |
| Global View Capital Management Llc | 0.29% | 35,019 | $1,087,736 | $1,168,910 | +$81,174 | +7.46% | |
| Rda Financial Network | 0.24% | 31,263 | $971,074 | $1,043,537 | +$72,463 | +7.46% | |
| Ameriprise Financial Inc | 0.00% | 27,635 | $858,382 | $922,437 | +$64,055 | +7.46% | |
| Old Mission Capital Llc | 0.02% | 22,845 | $709,595 | $762,550 | +$52,955 | +7.46% | |
| Hyundai Investments Co., Ltd. | 0.71% | 20,773 | $633,460 | $693,388 | +$59,928 | +9.46% | |
| Royal Bank Of Canada | 0.00% | 14,933 | $464,000 | $498,453 | +$34,453 | +7.43% | |
| Money Concepts Capital Corp | 0.02% | 11,173 | $347,045 | $372,947 | +$25,902 | +7.46% | |
| Stonex Group Inc. | 0.02% | 9,942 | $308,811 | $331,857 | +$23,046 | +7.46% | |
| Oppenheimer & Co Inc | 0.00% | 9,561 | $296,977 | $319,139 | +$22,162 | +7.46% | |
| Susquehanna International Group, Llp | 0.00% | 8,957 | $278,216 | $298,978 | +$20,762 | +7.46% | |
| Jane Street Group, Llc | 0.00% | 7,056 | $219,169 | $235,524 | +$16,355 | +7.46% | |
| Jaffetilchin Investment Partners, Llc | 0.01% | 6,635 | $206,086 | $221,472 | +$15,386 | +7.47% | |
| Osaic Holdings, Inc. | 0.00% | 6,183 | $192,042 | $206,384 | +$14,342 | +7.47% | |
| Aptus Capital Advisors, Llc | 0.00% | 5,734 | $178,105 | $191,397 | +$13,292 | +7.46% | |
| Angeles Wealth Management, Llc | 0.01% | 3,344 | $103,869 | $111,620 | +$7,751 | +7.46% | |
| Farther Finance Advisors, Llc | 0.00% | 1,400 | $43,559 | $46,731 | +$3,172 | +7.28% | |
| National Bank Of Canada | 0.00% | 730 | $22,594 | $24,367 | +$1,773 | +7.85% | |
| Blue Trust, Inc. | 0.00% | 668 | $20,749 | $22,297 | +$1,548 | +7.46% | |
| Cwm, Llc | 0.00% | 520 | $16,152 | $17,357 | +$1,205 | +7.46% | |
| Morgan Stanley | 0.00% | 296 | $9,200 | $9,880 | +$680 | +7.39% | |
| Harbour Investments, Inc. | 0.00% | 275 | $8,551 | $9,179 | +$628 | +7.35% | |
| Ae Wealth Management Llc | 0.00% | 66 | $2,050 | $2,203 | +$153 | +7.47% | |
| Federation Des Caisses Desjardins Du Quebec | 0.00% | 50 | $1,553 | $1,669 | +$116 | +7.47% | |
| First Premier Bank | 0.26% | 36,543 | $1,135 | $1,219,780 | +$1,218,645 | +107369.58% | |
| M Holdings Securities, Inc. | 0.04% | 18,620 | $580 | $621,523 | +$620,943 | +107059.06% | |
| Ifp Advisors, Inc | 0.00% | 10 | $311 | $334 | +$23 | +7.33% | |
| Wells Fargo & Company/Mn | 0.00% | 1 | $33 | $33 | +$0 | +1.15% |
Frequently asked questions about SWAN
Who owns the most SWAN stock?
The largest holders of SWAN 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 BLACKSWAN GROWTH TSY (SWAN).
Is SWAN widely held by superinvestors?
Many widely followed stocks like SWAN appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SWAN 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.