Who Owns Amplify BlackSwan Growth & Treasury Core ETF (SWAN)?Hedge Fund & Institutional Holders

$31.71-0.18 (-0.56%)Financial ServicesNYSE_ARCA

Institutional Holders

42

as of Q4 2025

Total Institutional Value

$2.110000004587e+118T

% of Float Held

—

QoQ Change in Holders

+11 / -2

Price History

$27.59$29.01$30.42$31.84$33.25Sep 24Jun 25Mar 26

SWAN — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Tredje AP-fondenIncreased+3.3M+$107.2B
Global View Capital Management LLCNew Position+35K+$1.1B
MONEY CONCEPTS CAPITAL CORPNew Position+11K+$362.0M
XY Planning Network, Inc.New Position+6K+$207.0M
Cerity Partners LLCNew Position+2.1M+$68.0M
LifePlan Financial, LLCIncreased+186+$45.6M
Capital Investment Advisory Services, LLCNew Position+1K+$43.0M
Blue Trust, Inc.New Position+668+$21.0M
Jaffetilchin Investment Partners, LLCIncreased+44+$2.3M
Hyundai Investments Co., Ltd.New Position+13K+$427K
M Holdings Securities, Inc.Increased+1K+$47K
CWM, LLCNew Position+516+$17K
McAdam, LLCNew Position+127K+$4K
Meridian Wealth Management, LLCNew Position+7K+$0
AE Wealth Management LLCNew Position+66+$0

SWAN — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
OLD MISSION CAPITAL LLCClosed Position-42K-$1.4B
ROYAL BANK OF CANADADecreased-2K-$530.0M
StoneX Group Inc.Decreased-514-$336.3M
OSAIC HOLDINGS, INC.Decreased-1K-$160.1M
RDA Financial NetworkDecreased-635-$12.9M
First PREMIER BankDecreased-47K-$1.5M
LaSalle St. Investment Advisors, LLCDecreased-36K-$1.0M
MORGAN STANLEYDecreased-2K-$64K
Allworth Financial LPClosed Position-0-$4K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Tredje AP-fonden6,525,000$211.0B1.59%Share
2LifePlan Financial, LLC141,294$4.6B3.52%Share
3Global View Capital Management LLC34,828$1.1B0.21%Share
4RDA Financial Network28,352$920.0M0.22%Share
5MONEY CONCEPTS CAPITAL CORP11,173$362.0M0.02%Share
6Jaffetilchin Investment Partners, LLC6,589$213.0M0.01%Share
7XY Planning Network, Inc.6,400$207.0M0.04%Share
8Cerity Partners LLC2,112,450$68.0M0.10%Share
9Farther Finance Advisors, LLC1,718$55.0M0.00%Share
10Capital Investment Advisory Services, LLC1,355$43.0M0.00%Share
11Blue Trust, Inc.668$21.0M0.00%Share
12LaSalle St. Investment Advisors, LLC484,138$15.7M2.53%Share
13NewEdge Advisors, LLC195,582$6.0M0.02%Share
14Cetera Investment Advisers75,776$2.0M0.00%Share
15Summit Financial, LLC72,529$2.0M0.03%Share
16First PREMIER Bank31,676$1.0M0.24%Share
17LPL Financial LLC41,287$1.0M0.00%Share
18Ausdal Financial Partners, Inc.28,362$920K0.04%Share
19M Holdings Securities, Inc.18,620$605K0.04%Share
20Hyundai Investments Co., Ltd.13,115$427K0.42%Share
21Ausdal Financial Partners, Inc.9,881$320K0.01%Share
22First PREMIER Bank8,200$266K0.06%Share
23CWM, LLC516$17K0.00%Share
24McAdam, LLC127,328$4K0.00%Share
25HARBOUR INVESTMENTS, INC.74$2K0.00%Share
26NATIONAL BANK OF CANADA /FI/730$00.00%Share
27AE Wealth Management LLC66$00.00%Share
28Meridian Wealth Management, LLC6,546$00.00%Share
29OSAIC HOLDINGS, INC.758$00.00%Share
30OSAIC HOLDINGS, INC.3,293$00.00%Share
31ANGELES WEALTH MANAGEMENT, LLC3,344$00.00%Share
32WELLS FARGO & COMPANY/MN1$00.00%Share
33IFP Advisors, Inc10$00.00%Share
34ROYAL BANK OF CANADA14,909$00.00%Share
35Aptus Capital Advisors, LLC5,734$00.00%Share
36CITADEL ADVISORS LLC10,000$00.00%Put
37Cerity Partners LLC498$00.00%Share
38AMERIPRISE FINANCIAL INC23,073$00.00%Share
39MORGAN STANLEY293$00.00%Share
40StoneX Group Inc.9,934$00.00%Share
41MORGAN STANLEY2$00.00%Share
42Global Retirement Partners, LLC1,313$00.00%Share

SWAN Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202536$218.6B+12
Q3 202524$123.2B-7
Q2 202531$119.3B-5
Q1 202536$187.2B-2
Q4 202438$184.3B+9
Q3 202429$3.6T-4
Q2 202433$3.9T+7
Q1 202426$1.2T—

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As of Q4 2025, 42 institutional investors hold SWAN (Amplify BlackSwan Growth & Treasury Core ETF). The largest holder is Tredje AP-fonden with $211.0B in shares. This quarter, 11 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own SWAN?

As of Q4 2025, 42 institutional investors report holding SWAN (Amplify BlackSwan Growth & Treasury Core ETF) in their 13F filings.

Who is the largest institutional holder of SWAN?

The largest institutional holder of SWAN is Tredje AP-fonden with $211.0B in shares.

Is institutional ownership of SWAN increasing or decreasing?

This quarter, 11 institutions opened new positions in SWAN and 2 closed their positions.