AMPLIFY BLACKSWAN GROWTH TSY (SWAN) Institutional Ownership Changes & 13F Activity
AMPLIFY BLACKSWAN GROWTH TSY (SWAN). 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 Tredje Ap-Fonden, Cerity Partners Llc, Lasalle St. Investment Advisors, Llc, Newedge Advisors, Llc, and Mcadam, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Independent Financial Group, Llc | Sell | -10,401 | -100.0% | 0 | $0.00 | Q4 2025 | Jun 12, 2026 |
| Newedge Advisors, Llc | Buy | +195,582 | — | 195,582 | $6.35M | Q4 2025 | Feb 18, 2026 |
| Lasalle St. Investment Advisors, Llc | Buy | +484,138 | — | 484,138 | $15.72M | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | Buy | +75,776 | — | 75,776 | $2.46M | Q4 2025 | Feb 17, 2026 |
| Ameriprise Financial Inc | Buy | +23,073 | — | 23,073 | $749.18K | Q4 2025 | Feb 17, 2026 |
| Royal Bank Of Canada | Buy | +14,909 | — | 14,909 | $484.00K | Q4 2025 | Feb 17, 2026 |
| Hyundai Investments Co., Ltd. | Buy | +13,115 | — | 13,115 | $427.68K | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +4,051 | — | 4,051 | $131.57K | Q4 2025 | Feb 17, 2026 |
| Angeles Wealth Management, Llc | Buy | +3,344 | — | 3,344 | $108.58K | Q4 2025 | Feb 17, 2026 |
| National Bank Of Canada | Buy | +730 | — | 730 | $23.62K | Q4 2025 | Feb 17, 2026 |
| Mcadam, Llc | Buy | +127,328 | — | 127,328 | $4.13M | Q4 2025 | Feb 13, 2026 |
| Summit Financial, Llc | Buy | +72,529 | — | 72,529 | $2.36M | Q4 2025 | Feb 13, 2026 |
| Ausdal Financial Partners, Inc. | Buy | +38,243 | — | 38,243 | $1.24M | Q4 2025 | Feb 13, 2026 |
| Aptus Capital Advisors, Llc | Buy | +5,734 | — | 5,734 | $186.18K | Q4 2025 | Feb 13, 2026 |
| Morgan Stanley | Buy | +295 | — | 295 | $9.61K | Q4 2025 | Feb 13, 2026 |
| Wells Fargo & Company/Mn | Buy | +1 | — | 1 | $20.00 | Q4 2025 | Feb 13, 2026 |
| Stonex Group Inc. | Buy | +9,934 | — | 9,934 | $322.56K | Q4 2025 | Feb 12, 2026 |
| Cerity Partners Llc | Buy | +2,112,948 | — | 2,112,948 | $68.61M | Q4 2025 | Feb 11, 2026 |
| Lpl Financial Llc | Buy | +41,287 | — | 41,287 | $1.34M | Q4 2025 | Feb 11, 2026 |
| M Holdings Securities, Inc. | Buy | +18,620 | — | 18,620 | $605.00K | Q4 2025 | Feb 11, 2026 |
| Harbour Investments, Inc. | Buy | +74 | — | 74 | $2.40K | Q4 2025 | Feb 09, 2026 |
| Tredje Ap-Fonden | Buy | +6,525,000 | — | 6,525,000 | $211.87M | Q4 2025 | Feb 06, 2026 |
| Ifp Advisors, Inc | Buy | +10 | — | 10 | $325.00 | Q4 2025 | Feb 06, 2026 |
| Money Concepts Capital Corp | Buy | +11,173 | — | 11,173 | $362.79K | Q4 2025 | Feb 04, 2026 |
| Meridian Wealth Management, Llc | Buy | +6,546 | — | 6,546 | $212.55K | Q4 2025 | Feb 04, 2026 |
| Xy Planning Network, Inc. | Buy | +6,400 | — | 6,400 | $207.81K | Q4 2025 | Jan 26, 2026 |
| Cwm, Llc | Buy | +516 | — | 516 | $17.00K | Q4 2025 | Jan 26, 2026 |
| Ae Wealth Management Llc | Buy | +66 | — | 66 | $2.14K | Q4 2025 | Jan 26, 2026 |
| First Premier Bank | Buy | +39,876 | — | 39,876 | $1.29M | Q4 2025 | Jan 23, 2026 |
| Farther Finance Advisors, Llc | Buy | +1,718 | — | 1,718 | $55.78K | Q4 2025 | Jan 23, 2026 |
Frequently asked questions about SWAN activity
Which institutional owners are buying SWAN?
Institutional owners buying SWAN 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 SWAN activity?
"Buy" means an investor increased their reported position in SWAN compared to the prior reporting period. This reflects growing exposure to AMPLIFY BLACKSWAN GROWTH TSY (SWAN) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in SWAN increasing?
Institutional interest in SWAN 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.