Who owns SWAN?
Amplify BlackSwan Growth & Treasury Core ETF · Amplify
35 institutions reported holding SWAN, worth $118.2M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of SWAN
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Cerity Partners LLC | New York, NY | $73.5M | 2,203,400 | +30,580 shares |
| LaSalle St. Investment Advisors, LLC | Elmhurst, IL | $16.4M | 492,780 | +19,033 shares |
| NewEdge Advisors, LLC | New Orleans, LA | $6.6M | 199,260 | New position |
| LifePlan Financial, LLC | Mankato, MN | $4.9M | 146,278 | −877 shares |
| Summit Financial, LLC | Parsippany, NJ | $2.5M | 74,269 | +7,498 shares |
| Cetera Investment Advisers | Schaumburg, IL | $2.0M | 61,152 | −5,203 shares |
| Global View Capital Management LLC | Waukesha, WI | $1.5M | 45,281 | +10,262 shares |
| Old Mission Capital LLC | Chicago, IL | $1.3M | 38,408 | +15,563 shares |
| LPL Financial LLC | Fort Mill, SC | $1.1M | 33,616 | −9,409 shares |
| RDA Financial Network | Akron, IA | $1.0M | 30,226 | −1,037 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 SWAN?
35 institutional managers reported holding SWAN in Form 13F filings for June 30, 2026, worth $118.2M in total. The largest reported position was held by Cerity Partners LLC, at $73.5M.
Did institutions buy or sell SWAN last quarter?
Reported 13F value fell 61.7% from March 31, 2026, which includes price moves as well as buying and selling. 5 firms reported a new position and 4 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 SWAN 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.