Who owns QDVO?
Amplify CWP Growth & Income ETF · Amplify
51 institutions reported holding QDVO, worth $169.1M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of QDVO
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Raymond James Financial Inc. | St. Petersburg, FL | $72.4M | 2,427,018 | +492,819 shares |
| Merit Financial Group, LLC | Alpharetta, GA | $20.6M | 689,804 | +2,232 shares |
| CARY Street Partners Financial LLC | Richmond, VA | $12.9M | 431,208 | New position |
| Royal Bank of Canada | Toronto, Ontario, Canada | $11.8M | 393,794 | +28,708 shares |
| LPL Financial LLC | Fort Mill, SC | $11.1M | 372,933 | +93,363 shares |
| Visionary Wealth Advisors | O'Fallon, IL | $6.1M | 205,799 | +35,834 shares |
| Bank of Montreal | Toronto, Ontario, Canada | $5.8M | 193,466 | +158,030 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $5.7M | 191,596 | +91,464 shares |
| Sagespring Wealth Partners, LLC | Franklin, TN | $2.8M | 94,839 | +5,989 shares |
| Cassady Wealth & Retirement Planning, LLC | Henderson, NV | $1.7M | 57,312 | +10,371 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns QDVO?
51 institutional managers reported holding QDVO in Form 13F filings for June 30, 2026, worth $169.1M in total. The largest reported position was held by Raymond James Financial Inc., at $72.4M.
Did institutions buy or sell QDVO last quarter?
Reported 13F value rose 51.2% from March 31, 2026, which includes price moves as well as buying and selling. 19 firms reported a new position and 9 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is QDVO ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.