YYY — AMPLIFY ETF TR
As of Q2 2026, 4 SEC-registered investment managers reported holding YYY (AMPLIFY ETF TR) in their latest 13F filings, with a combined reported value of $75.13M across 6.52M shares. That is +14.8% by share count (+841.75K shares) versus the previous quarter, while reported value moved +20.0%. 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 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.
Q2 2026 — 4 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 5.64M | $64.97M | 0.00% | Add |
| Wells Fargo & Co history | 858.89K | $9.90M | 0.00% | Add |
| Citadel Advisors history | 20.80K | $239.82K | 0.00% | Hold |
| UBS Group AG history | 1.00K | $11.53K | 0.00% | Reduce |
Q1 2026 — 4 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 5.00M | $55.16M | 0.00% | Add |
| Wells Fargo & Co history | 650.70K | $7.18M | 0.00% | Add |
| Citadel Advisors history | 20.90K | $230.53K | 0.00% | New |
| UBS Group AG history | 1.41K | $15.57K | 0.00% | Add |
Q4 2025 — 4 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 3.65M | $42.00M | 0.00% | Add |
| Wells Fargo & Co history | 429.48K | $4.94M | 0.00% | Add |
| Bank of America Corp history | 5.18K | $59.66K | 0.00% | Reduce |
| UBS Group AG history | 571 | $6.57K | 0.00% | Reduce |
Q3 2025 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 2.69M | $31.73M | 0.00% | Add |
| Bank of America Corp history | 11.26K | $133.03K | 0.00% | Add |
| UBS Group AG history | 5.50K | $64.95K | 0.00% | Add |
| JPMorgan Chase & Co history | 1.45K | $17.09K | 0.00% | Add |
| Wells Fargo & Co history | 2 | $22 | 0.00% | Hold |
Q2 2025 — 9 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 2.43M | $28.47M | 0.00% | Add |
| Morgan Stanley history | 2.43M | $28.47M | 0.00% | Add |
| Citadel Advisors history | 10.50K | $122.95K | 0.00% | Reduce |
| Citadel Advisors history | 10.50K | $122.95K | 0.00% | Reduce |
| UBS Group AG history | 800 | $9.37K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 600 | $7.03K | 0.00% | New |
| JPMorgan Chase & Co history | 600 | $7.03K | 0.00% | New |
| Wells Fargo & Co history | 2 | $26 | 0.00% | Hold |
| Bank of America Corp history | 1 | $12 | 0.00% | Reduce |
Q1 2025 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 2.34M | $26.74M | 0.00% | Add |
| Morgan Stanley history | 2.34M | $26.74M | 0.00% | Add |
| Bank of America Corp history | 53.85K | $614.44K | 0.00% | New |
| Citadel Advisors history | 26.50K | $302.32K | 0.00% | Add |
| Citadel Advisors history | 26.50K | $302.32K | 0.00% | Add |
| UBS Group AG history | 3.03K | $34.56K | 0.00% | Add |
| Wells Fargo & Co history | 2 | $28 | 0.00% | Reduce |
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 9 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Morgan Stanley | 5.64M | 5.00M | 3.65M | 2.69M | 2.43M | 2.34M | 2.07M | 733.34K | 563.07K | 792.41K | 1.21M | 858.61K | 700.39K | 629.95K | 617.40K | 288.74K | 250.13K | 255.02K | 297.62K | 168.00K |
| Wells Fargo & Co | 858.89K | 650.70K | 429.48K | 2 | 2 | 2 | 500 | 2 | 3.38K | 805 | 1.60K | 1.43K | 1.86K | 1.86K | 1.86K | 1.86K | 7.32K | — | 901 | 902 |
| Citadel Advisors | 20.80K | 20.90K | — | — | 10.50K | 26.50K | 16.71K | — | — | — | — | — | — | — | 31.58K | 17.72K | — | — | 15.90K | 12.84K |
| UBS Group AG | 1.00K | 1.41K | 571 | 5.50K | 800 | 3.03K | 600 | 6.10K | — | — | — | — | — | — | — | 512 | — | 1.71K | 2.52K | 522 |
| JPMorgan Chase & Co | — | — | — | 1.45K | 600 | — | — | 377 | — | — | — | — | — | — | — | — | — | — | — | — |
| Bank of America Corp | — | — | 5.18K | 11.26K | 1 | 53.85K | — | — | — | — | — | — | — | — | — | — | — | 2.30K | 2.00K | 2.00K |
| Fidelity Management & Research (FMR) | — | — | — | — | — | — | — | 261 | 2 | 1 | — | 6 | 51 | 81 | 1 | 2.00K | 605 | 705 | 201 | 200 |
| Goldman Sachs Group | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 38.63K | 11.63K | 13.98K | 60.22K | — |
| PNC Financial Services | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 2.00K | — | — | 1.20K |
▲ 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