IDVO — AMPLIFY CWP INTL ENH DVD INC
As of Q2 2026, 6 SEC-registered investment managers reported holding IDVO (AMPLIFY CWP INTL ENH DVD INC) in their latest 13F filings, with a combined reported value of $34.23M across 815.19K shares. That is +91.8% by share count (+390.18K shares) versus the previous quarter, while reported value moved +99.0%. Ownership is concentrated: the five largest holders account for 99.9% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 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.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Morgan Stanley history | Q2 2026 | 431.83K | $18.14M | 0.00% | Add |
| UBS Group AG history | Q2 2026 | 346.34K | $14.55M | 0.00% | Add |
| JPMorgan Chase & Co history | Q2 2026 | 25.00K | $1.04M | 0.00% | New |
| Wells Fargo & Co history | Q2 2026 | 6.12K | $256.99K | 0.00% | Add |
| Citadel Advisors history | Q2 2026 | 5.10K | $214.20K | 0.00% | Reduce |
| PNC Financial Services history | Q2 2026 | 800 | $33.60K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | Q2 2024 | 1 | $30 | 0.00% | New |
New Positions (Q2 2026)
- JPMorgan Chase & Co 25.00K sh · $1.04M
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 7 funds)
| Fund | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Morgan Stanley | — | — | — | — | — | 1 | 1 | — | 1 | 1 | 2 | 31 | 3 | 204 | 457 | 431.83K |
| UBS Group AG | — | 147 | — | 1.20K | — | — | — | 4.97K | 18.98K | 23.70K | 197.34K | 248.99K | 301.04K | 289.65K | 337.93K | 346.34K |
| JPMorgan Chase & Co | — | — | — | — | — | — | — | — | — | — | 1.02K | 729 | — | 279 | — | 25.00K |
| Wells Fargo & Co | — | — | — | — | — | — | — | — | — | — | — | 1 | 2 | 2 | 1 | 6.12K |
| Citadel Advisors | 31.86K | 16.38K | 10.25K | — | 18.34K | — | 11.81K | — | 12.55K | 17.99K | — | 17.96K | — | — | 85.82K | 5.10K |
| PNC Financial Services | — | — | — | — | — | — | 800 | 800 | 800 | 800 | 800 | 800 | 800 | 800 | 800 | 800 |
| Fidelity Management & Research (FMR) | — | — | — | — | — | — | — | 1 | — | — | — | — | — | — | — | — |
▲ 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