YYY Institutional Ownership & Shareholders
AMPLIFY HIGH INCOME ETF (YYY) is currently held by 85 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $208.04M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of YYY tracked by InsiderSet, reporting ownership valued at approximately $64.97M 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 $58.04M, representing an estimated loss of -10.67% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 82% of the total disclosed YYY value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Lpl Financial Llc, Raymond James Financial Inc, and several other long-term asset managers with concentrated positions in AMPLIFY HIGH INCOME ETF (YYY).
This page ranks the largest institutional YYY 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
85
Total Reported Value
$208.04M
Largest Holder
Morgan Stanley
Largest Position
$64.97M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
113
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 5,635,144 | $64,973,225 | $58,041,983 | -$6,931,242 | -10.67% | |
| Lpl Financial Llc | 0.01% | 3,215,821 | $37,078,409 | $33,122,956 | -$3,955,453 | -10.67% | |
| Raymond James Financial Inc | 0.00% | 1,336,258 | $15,407,050 | $13,763,457 | -$1,643,593 | -10.67% | |
| Osaic Holdings, Inc. | 0.02% | 1,334,397 | $15,385,755 | $13,744,289 | -$1,641,466 | -10.67% | |
| Wells Fargo & Company/Mn | 0.00% | 858,891 | $9,903,011 | $8,846,577 | -$1,056,434 | -10.67% | |
| Nwf Advisory Services Inc. | 0.70% | 723,635 | $7,511,332 | $7,453,441 | -$57,891 | -0.77% | |
| Thrive Capital Management, Llc | 1.11% | 594,722 | $6,173,210 | $6,125,637 | -$47,573 | -0.77% | |
| Envestnet Asset Management Inc | 0.00% | 408,072 | $4,705,073 | $4,203,142 | -$501,931 | -10.67% | |
| International Assets Investment Management, Llc | 0.25% | 13,000 | $4,221,098 | $133,900 | -$4,087,198 | -96.83% | |
| Intrua Financial, Llc | 0.40% | 404,516 | $4,198,876 | $4,166,515 | -$32,361 | -0.77% | |
| Cetera Investment Advisers | 0.00% | 271,786 | $3,133,697 | $2,799,396 | -$334,301 | -10.67% | |
| Larson Financial Group Llc | 0.07% | 242,566 | $2,796,785 | $2,498,430 | -$298,355 | -10.67% | |
| Principal Securities, Inc. | 0.03% | 217,081 | $2,502,944 | $2,235,934 | -$267,010 | -10.67% | |
| Commonwealth Equity Services, Llc | 0.00% | 216,316 | $2,494,124 | $2,228,055 | -$266,069 | -10.67% | |
| Kestra Advisory Services, Llc | 0.01% | 190,451 | $2,195,897 | $1,961,645 | -$234,252 | -10.67% | |
| World Investment Advisors | 0.03% | 186,847 | $2,060,922 | $1,924,524 | -$136,398 | -6.62% | |
| Independent Wealth Network Inc. | 0.50% | 191,208 | $1,984,737 | $1,969,442 | -$15,295 | -0.77% | |
| Creativeone Wealth, Llc | 0.04% | 155,196 | $1,789,410 | $1,598,519 | -$190,891 | -10.67% | |
| Insigneo Advisory Services, Llc | 0.05% | 125,508 | $1,447,107 | $1,292,732 | -$154,375 | -10.67% | |
| J.W. Cole Advisors, Inc. | 0.02% | 112,350 | $1,295,396 | $1,157,205 | -$138,191 | -10.67% | |
| Seaview Investment Managers Llc | 0.36% | 105,335 | $1,214,513 | $1,084,951 | -$129,563 | -10.67% | |
| Lji Wealth Management, Llc | 0.15% | 106,044 | $1,100,734 | $1,092,253 | -$8,481 | -0.77% | |
| Ausdal Financial Partners, Inc. | 0.04% | 95,437 | $1,100,394 | $983,001 | -$117,393 | -10.67% | |
| First Heartland Consultants, Inc. | 0.05% | 77,320 | $802,581 | $796,396 | -$6,185 | -0.77% | |
| Pfg Investments, Llc | 0.03% | 67,629 | $779,761 | $696,579 | -$83,182 | -10.67% | |
| Centaurus Financial, Inc. | 0.03% | 64,103 | $739,000 | $660,261 | -$78,739 | -10.65% | |
| Oakmont Advisory Group, Llc | 0.58% | 59,850 | $690,065 | $616,455 | -$73,610 | -10.67% | |
| Ignite Planners, Llc | 0.08% | 62,016 | $643,723 | $638,765 | -$4,958 | -0.77% | |
| Jefferies Financial Group Inc. | 0.01% | 49,494 | $570,666 | $509,788 | -$60,878 | -10.67% | |
| Mml Investors Services, Llc | 0.00% | 43,906 | $506,237 | $452,232 | -$54,005 | -10.67% | |
| Strategic Financial Concepts, Llc | 0.14% | 41,750 | $481,378 | $430,025 | -$51,353 | -10.67% | |
| Newedge Advisors, Llc | 0.00% | 41,610 | $479,762 | $428,583 | -$51,179 | -10.67% | |
| Bison Wealth, Llc | 0.04% | 45,088 | $468,010 | $464,406 | -$3,604 | -0.77% | |
| Independent Financial Group, Llc | 0.01% | 41,350 | $429,213 | $425,905 | -$3,308 | -0.77% | |
| Brookstone Capital Management | 0.00% | 39,725 | $412,346 | $409,168 | -$3,179 | -0.77% | |
| Royal Bank Of Canada | 0.00% | 33,708 | $388,000 | $347,192 | -$40,808 | -10.52% | |
| Odonnell Financial Services, Llc | 0.11% | 33,421 | $385,344 | $344,236 | -$41,108 | -10.67% | |
| Harbour Investments, Inc. | 0.01% | 33,150 | $382,220 | $341,445 | -$40,775 | -10.67% | |
| Sbi Securities Co., Ltd. | 0.01% | 36,768 | $381,652 | $378,710 | -$2,942 | -0.77% | |
| Founders Financial Securities Llc | 0.02% | 35,861 | $372,235 | $369,368 | -$2,867 | -0.77% | |
| Nicolet Bankshares Inc | 0.01% | 31,883 | $367,288 | $328,395 | -$38,893 | -10.59% | |
| Oppenheimer & Co Inc | 0.00% | 27,509 | $285,543 | $283,343 | -$2,200 | -0.77% | |
| Janney Montgomery Scott Llc | 0.00% | 23,734 | $274,000 | $244,460 | -$29,540 | -10.78% | |
| Oxinas Partners, Llc | 0.09% | 20,094 | $231,680 | $206,968 | -$24,712 | -10.67% | |
| Farther Finance Advisors, Llc | 0.00% | 22,052 | $228,901 | $227,136 | -$1,765 | -0.77% | |
| Arkadios Wealth Advisors | 0.00% | 17,701 | $204,098 | $182,320 | -$21,778 | -10.67% | |
| Samalin Investment Counsel, Llc | 0.06% | 18,967 | $196,882 | $195,360 | -$1,522 | -0.77% | |
| Kestra Private Wealth Services, Llc | 0.00% | 18,696 | $194,059 | $192,569 | -$1,490 | -0.77% | |
| Regal Investment Advisors Llc | 0.01% | 16,652 | $191,998 | $171,516 | -$20,482 | -10.67% | |
| Golden State Wealth Management, Llc | 0.02% | 16,007 | $184,565 | $164,872 | -$19,693 | -10.67% |
Frequently asked questions about YYY
Who are the largest institutional holders of YYY?
The largest institutional holders of YYY reported in the latest SEC Form 13F filings include Morgan Stanley, Lpl Financial Llc, Raymond James Financial Inc, Osaic Holdings, Inc., and Wells Fargo & Company/Mn. InsiderSet ranks institutional holders by their latest reported YYY position.
What is YYY institutional ownership?
This page tracks YYY positions reported by institutional investment managers through SEC Form 13F. AMPLIFY HIGH INCOME ETF (YYY) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own YYY?
InsiderSet currently tracks 85 institutional managers reporting YYY 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 YYY shareholders.
How much YYY stock do institutions own?
Institutional investment managers disclosed approximately $208.04M in YYY holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was YYY institutional ownership last updated?
The latest YYY 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 YYY 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 YYY position after the reporting date.
Are institutions buying or selling YYY?
Institutional buying and selling can be analyzed by comparing YYY positions across consecutive 13F reporting periods. InsiderSet's YYY Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View YYY ownership changes.
How has YYY institutional ownership changed over time?
InsiderSet tracks YYY institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.