AMPLIFY BLCKSWN GROW TRSRY SWAN
$33.14
-0.2% 52w: $28.63 – $33.74
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data28.6331.1833.74
Jun 20, 2025 Jul 2, 2026
Institutional holders
37
+1 QoQ
13F value
$315.1M
-3.4% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
puts only
— calls / $325K puts
Institutional value by quarter
Number of holders
Who owns SWAN?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Tredje AP-fonden | Other | 6.5M | $202.7M | 1.1% | Held |
| Cerity Partners LLC | Diversified mechanical | 2.2M | $67.5M | 0.1% | +2.8% |
| LaSalle St. Investment Advisors, LLC | Wealth advisor | 473.7K | $14.7M | 2.1% | -2.1% |
| NewEdge Advisors, LLC | Diversified mechanical | 197.5K | $6.1M | 0.0% | +1.0% |
| LifePlan Financial, LLC | Wealth advisor | 147.2K | $4.6M | 3.4% | +4.1% |
| McAdam, LLC | Wealth advisor | 135.2K | $4.2M | 0.2% | +6.2% |
| Summit Financial, LLC | Wealth advisor | 66.8K | $2.1M | 0.0% | -7.9% |
| Cetera Investment Advisers | Wealth advisor | 66.4K | $2.1M | 0.0% | -12.4% |
| LPL Financial LLC | Bank broker | 43.0K | $1.3M | 0.0% | +4.2% |
| Ausdal Financial Partners, Inc. | Wealth advisor | 38.0K | $1.2M | 0.1% | -0.6% |
| First PREMIER Bank | Wealth advisor | 36.5K | $1.1M | 0.3% | -8.4% |
| Global View Capital Management LLC | Wealth advisor | 35.0K | $1.1M | 0.3% | +0.5% |
| RDA Financial Network | Other | 31.3K | $971K | 0.2% | +10.3% |
| AMERIPRISE FINANCIAL INC | Bank broker | 27.6K | $858K | 0.0% | +19.8% |
| OLD MISSION CAPITAL LLC | Wealth advisor | 22.8K | $710K | 0.0% | New |
| Hyundai Investments Co., Ltd. | Other | 20.8K | $633K | 0.7% | +58.4% |
| M Holdings Securities, Inc. | Wealth advisor | 18.6K | $580K | 0.0% | Held |
| ROYAL BANK OF CANADA | Bank broker | 14.9K | $464K | 0.0% | +0.2% |
| MONEY CONCEPTS CAPITAL CORP | Wealth advisor | 11.2K | $347K | 0.0% | Held |
| StoneX Group Inc. | Wealth advisor | 9.9K | $309K | 0.0% | +0.1% |
| OPPENHEIMER & CO INC | Diversified mechanical | 9.6K | $297K | 0.0% | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 9.0K | $278K | 0.0% | New |
| JANE STREET GROUP, LLC | Market maker | 7.1K | $219K | 0.0% | New |
| Jaffetilchin Investment Partners, LLC | Wealth advisor | 6.6K | $206K | 0.0% | +0.7% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 6.2K | $192K | 0.0% | +52.6% |
| Aptus Capital Advisors, LLC | Wealth advisor | 5.7K | $178K | 0.0% | Held |
| ANGELES WEALTH MANAGEMENT, LLC | Wealth advisor | 3.3K | $104K | 0.0% | Held |
| Farther Finance Advisors, LLC | Wealth advisor | 1.4K | $44K | 0.0% | -18.5% |
| NATIONAL BANK OF CANADA /FI/ | Diversified mechanical | 730 | $23K | 0.0% | Held |
| Blue Trust, Inc. | Wealth advisor | 668 | $21K | 0.0% | Held |
| CWM, LLC | Wealth advisor | 520 | $16K | 0.0% | +0.8% |
| MORGAN STANLEY | Bank broker | 296 | $9K | 0.0% | +0.3% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 275 | $9K | 0.0% | +271.6% |
| AE Wealth Management LLC | Wealth advisor | 66 | $2K | 0.0% | Held |
| Federation des caisses Desjardins du Quebec | Diversified mechanical | 50 | $2K | 0.0% | New |
| IFP Advisors, Inc | Wealth advisor | 10 | $311 | 0.0% | Held |
| WELLS FARGO & COMPANY/MN | Bank broker | 1 | $33 | 0.0% | Held |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.