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BATT — AMPLIFY LITHIUM & BATTERY TECHNOLOGY ETF

Reported value held$1.31M
Funds holding (latest)12
Sector—
Funds holding (Q2 2026)7
Institutional value$798.73K · 51.97K sh
New / Add / Cut / Exit2 / 3 / 1 / 0
Top-5 / Top-10 concentration100.0% / 100.0%
Institutional holdings change Reducing -43.8% (-40.43K sh)
Institutional value change Down -41.9%

As of Q2 2026, 7 SEC-registered investment managers reported holding BATT (AMPLIFY LITHIUM & BATTERY TECHNOLOGY ETF) in their latest 13F filings, with a combined reported value of $798.73K across 51.97K shares. That is -43.8% by share count (-40.43K shares) versus the previous quarter, while reported value moved -41.9%. 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, 2 opened new positions, 3 added to existing stakes, 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.

FundQuarterSharesValuePortfolio WeightChange
Citadel Advisors history Q2 2026 18.20K $279.73K 0.00% Reduce
Amundi US history Q4 2024 29.38K $262.62K 0.00% Hold
AQR Capital Management history Q2 2026 16.42K $252.41K 0.00% New
Goldman Sachs Group history Q2 2025 23.72K $221.54K 0.00% New
UBS Group AG history Q2 2026 13.16K $202.27K 0.00% Add
Morgan Stanley history Q2 2026 3.82K $58.77K 0.00% Add
PNC Financial Services history Q4 2023 2.27K $23.93K 0.00% Reduce
Citigroup Inc history Q4 2024 750 $6.60K 0.00% Hold
Fidelity Management & Research (FMR) history Q2 2026 347 $5.34K 0.00% Add
Bank of America Corp history Q4 2025 100 $1.38K 0.00% Hold
JPMorgan Chase & Co history Q2 2026 13 $198 0.00% New
Wells Fargo & Co history Q2 2026 1 $13 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 12 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
Citadel Advisors 49.98K 74.25K 13.35K 34.88K 99.81K 18.10K 29.65K 20.69K 17.78K 95.43K 20.20K — — 21.68K 52.66K 48.92K 49.42K 71.88K 82.15K 18.20K
AQR Capital Management — — — — — — — — — — — — — — — — — — — 16.42K
UBS Group AG 1.39K 1.55K — 1.28K 523 67.75K 119.95K 98.34K 98.40K 107.66K 24.76K 19.50K 21.82K 19.90K 28.60K 35.20K 8.68K 8.68K 7.71K 13.16K
Morgan Stanley 6.19K 6.47K 12.38K 10.11K 10.70K 11.54K 10.92K 8.16K 7.73K 6.83K 6.24K 6.23K 7.17K 7.22K 5.16K 5.12K 5.32K 5.04K 2.33K 3.82K
Fidelity Management & Research (FMR) 109 111 109 2 1 34 422 — 500 14 4 57 3 27 — — — 45 197 347
JPMorgan Chase & Co — — — — — — — — — — — — — — 217 — — — — 13
Wells Fargo & Co 1 259 259 1.10K 1.10K 846 993 993 901 102 1 53 1 43 1 1 1 2 1 1
Bank of America Corp 3.61K 3.61K 1.00K 1.00K 100 100 100 100 100 100 100 100 200 100 100 100 100 100 — —
Goldman Sachs Group — — — — — — — 17.09K — — — — — — — 23.72K — — — —
Amundi US — — — — — — — — — — — 26.59K 29.38K 29.38K — — — — — —
Citigroup Inc 1.50K 1.50K 1.50K 1.50K 1.50K 1.50K 750 750 750 750 750 750 750 750 — — — — — —
PNC Financial Services 2.17K 7.17K 7.58K 7.58K 7.58K 7.58K 7.58K 7.58K 7.58K 2.27K — — — — — — — — — —

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