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AIVC — AMPLIFY ETF TR

Reported value held$385.29K
Funds holding (latest)4
Sector—
Funds holding (Q2 2026)3
Institutional value$374.61K · 3.25K sh
New / Add / Cut / Exit1 / 0 / 0 / 0
Top-5 / Top-10 concentration100.0% / 100.0%
Institutional holdings change Accumulating +19.6% (+531 sh)
Institutional value change Up +99.8%

As of Q2 2026, 3 SEC-registered investment managers reported holding AIVC (AMPLIFY ETF TR) in their latest 13F filings, with a combined reported value of $374.61K across 3.25K shares. That is +19.6% by share count (+531 shares) versus the previous quarter, while reported value moved +99.8%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 1 opened new positions. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Q2 2026 — 3 funds

FundSharesValuePortfolio WeightChange
Morgan Stanley history 1.59K $182.98K 0.00% Hold
PNC Financial Services history 1.13K $130.37K 0.00% Hold
UBS Group AG history 531 $61.26K 0.00% New

Q1 2026 — 2 funds

FundSharesValuePortfolio WeightChange
Morgan Stanley history 1.59K $109.47K 0.00% Hold
PNC Financial Services history 1.13K $77.99K 0.00% Hold

Q4 2025 — 3 funds

FundSharesValuePortfolio WeightChange
Morgan Stanley history 1.59K $107.54K 0.00% Hold
PNC Financial Services history 1.13K $76.62K 0.00% Hold
UBS Group AG history 97 $6.58K 0.00% Reduce

Q3 2025 — 3 funds

FundSharesValuePortfolio WeightChange
Morgan Stanley history 1.59K $100.67K 0.00% Add
PNC Financial Services history 1.13K $71.73K 0.00% Hold
UBS Group AG history 683 $43.35K 0.00% Add

Q2 2025 — 4 funds

FundSharesValuePortfolio WeightChange
PNC Financial Services history 1.13K $60.34K 0.00% Hold
Morgan Stanley history 816 $43.57K 0.00% Hold
UBS Group AG history 453 $24.19K 0.00% Reduce
Wells Fargo & Co history 200 $10.68K 0.00% New

Q1 2025 — 3 funds

FundSharesValuePortfolio WeightChange
UBS Group AG history 10.46K $448.03K 0.00% Add
PNC Financial Services history 1.13K $48.42K 0.00% Hold
Morgan Stanley history 816 $34.97K 0.00% Hold

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 4 funds)

FundQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024
Morgan Stanley 1.59K 1.59K 1.59K 1.59K 816 816 816 780 530 230
PNC Financial Services 1.13K 1.13K 1.13K 1.13K 1.13K 1.13K 1.13K 1.13K 1.13K 1.13K
UBS Group AG 531 — 97 683 453 10.46K 2.11K 630 73 —
Wells Fargo & Co — — — — 200 — — — — —

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