AWAY — AMPLIFY ETF TR
As of Q2 2026, 2 SEC-registered investment managers reported holding AWAY (AMPLIFY ETF TR) in their latest 13F filings, with a combined reported value of $91.15K across 5.01K shares. That is -10.7% by share count (-600 shares) versus the previous quarter, while reported value moved +1.1%. 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 trimmed. 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 — 2 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 5.01K | $91.13K | 0.00% | Hold |
| UBS Group AG history | 1 | $18 | 0.00% | Reduce |
Q1 2026 — 2 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 5.01K | $80.50K | 0.00% | Hold |
| UBS Group AG history | 601 | $9.66K | 0.00% | Reduce |
Q4 2025 — 2 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 5.01K | $103.72K | 0.00% | Hold |
| UBS Group AG history | 871 | $18.05K | 0.00% | Reduce |
Q3 2025 — 4 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| UBS Group AG history | 22.01K | $490.10K | 0.00% | Reduce |
| Citadel Advisors history | 9.18K | $204.33K | 0.00% | New |
| Morgan Stanley history | 5.03K | $111.90K | 0.00% | Hold |
| Wells Fargo & Co history | 160 | $3.56K | 0.00% | New |
Q2 2025 — 2 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| UBS Group AG history | 30.40K | $654.23K | 0.00% | Add |
| Morgan Stanley history | 5.03K | $108.16K | 0.00% | Hold |
Q1 2025 — 2 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| UBS Group AG history | 6.00K | $118.98K | 0.00% | Add |
| Morgan Stanley history | 5.03K | $99.72K | 0.00% | Hold |
New Positions (Q2 2026)
No fund opened a new position this quarter.
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 6 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 |
|---|---|---|---|---|---|---|---|---|---|---|
| Morgan Stanley | 5.01K | 5.01K | 5.01K | 5.03K | 5.03K | 5.03K | 5.03K | 5.03K | 5.33K | 5.33K |
| UBS Group AG | 1 | 601 | 871 | 22.01K | 30.40K | 6.00K | 5.39K | 9.70K | 7.63K | 265 |
| Citadel Advisors | — | — | — | 9.18K | — | — | — | — | — | — |
| Wells Fargo & Co | — | — | — | 160 | — | — | 190 | — | — | — |
| Fidelity Management & Research (FMR) | — | — | — | — | — | — | — | — | 1 | — |
| Citigroup Inc | — | — | — | — | — | — | 400 | 400 | 400 | 400 |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details