A
Amplify Transformational Data Sharing
BLOK • ARCA
Amplify Transformational Data Sharing is an exchange-traded fund on ARCA. As of Q3 2025, 234 institutional investors hold shares in this ETF, with total holdings valued at $502.5M. MORGAN STANLEY is the largest holder with a position valued at $91.7M.
Overview
Overview of institutional ownership in BLOK as of Q3 2025
All Institutions
- Institutions
- 234
- Value Held
- $502.5M
- Shares Held
- 7.5M
- Avg Position
- $2.1M
- Median Position
- $293.0K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $2.0M
- Shares Held
- 29.8K
- Avg Position
- $2.0M
- Median Position
- $2.0M
Biggest Investors
Institutions with the largest positions in BLOK as of Q3 2025
| Institution | Position Value |
|---|---|
 MORGAN STANLEY RIA/Wealth | $91.7M 0.01% of portfolio |
L LPL Financial LLC Institution | $65.3M 0.02% of portfolio |
 Concurrent Investment Advisors, LLC RIA/Wealth | $39.2M 0.68% of portfolio |
 WELLS FARGO & COMPANY/MN Institution | $32.0M 0.01% of portfolio |
 Gradient Investments LLC RIA/Wealth | $28.6M 0.50% of portfolio |
J JANE STREET GROUP, LLC Institution | $11.0M 0.01% of portfolio |
 HighTower Advisors, LLC RIA/Wealth | $10.2M 0.01% of portfolio |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $10.1M 0.00% of portfolio |
 Cetera Investment Advisers RIA/Wealth | $9.7M 0.01% of portfolio |
 Strive Asset Management, LLC ETF Provider | $8.6M 4.68% of portfolio |
Net Capital Flow
Institutional buying and selling activity for BLOK in Q3 2025
- Traded
- +$135.0M
- Buyers
- 129
- Sellers
- 57
- Total Bought
- +$148.3M
- Total Sold
- −$13.4M
- Avg Position
- $2.0M
Biggest Buyers
| Institution | Net Bought |
|---|---|
Concurrent Investment Advisors, LLC RIA/Wealth | +$24.8M +370.3K shares |
L LPL Financial LLC Institution | +$19.6M +293.1K shares |
MORGAN STANLEY RIA/Wealth | +$10.0M +149.9K shares |
J JANE STREET GROUP, LLC Institution | +$8.7M +129.4K shares |
WELLS FARGO & COMPANY/MN Institution | +$8.0M +120.0K shares |
 Foundations Investment Advisors, LLC RIA/Wealth | +$6.0M +89.3K shares |
 Riggs Asset Managment Co. Inc. RIA/Wealth | +$5.9M +87.5K shares |
Gradient Investments LLC RIA/Wealth | +$5.5M +81.7K shares |
 MML INVESTORS SERVICES, LLC RIA/Wealth | +$5.4M +-102.5K shares |
F Financial Engines Advisors L.L.C. Institution | +$3.7M +-7.2K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 Fortis Group Advisors, LLC RIA/Wealth | −$2.4M −40.6K shares |
−$2.0M −34.4K shares | |
 UBS Group AG Institution | −$1.5M −21.9K shares |
 SRS Capital Advisors, Inc. RIA/Wealth | −$1.2M −21.2K shares |
 GERBER, LLC RIA/Wealth | −$730.0K −10.9K shares |
 Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy | −$573.2K −10.0K shares |
 Rockefeller Capital Management L.P. Long Only Manager | −$509.0K −7.6K shares |
 Carter Financial Group, INC. RIA/Wealth | −$464.1K −6.9K shares |
 Private Advisor Group, LLC RIA/Wealth | −$419.7K −6.3K shares |
 Armis Advisers, LLC RIA/Wealth | −$418.7K −7.3K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited BLOK in Q3 2025
- New Positions
- 34
- New Value
- $27.1M
- Exited Positions
- 14
- Exited Value
- $7.3M
New Positions
| Institution | Position Value |
|---|---|
Foundations Investment Advisors, LLC RIA/Wealth | $6.0M 89.3K shares |
MML INVESTORS SERVICES, LLC RIA/Wealth | $5.4M 81.1K shares |
F Financial Engines Advisors L.L.C. Institution | $3.7M 55.3K shares |
 LEAVELL INVESTMENT MANAGEMENT, INC. RIA/Wealth | $3.4M 51.4K shares |
W WMG Financial Advisors, LLC RIA/Wealth | $2.0M 30.1K shares |
 Synergy Financial Management, LLC RIA/Wealth | $1.3M 19.2K shares |
$667.7K 10.0K shares | |
 Windsor Advisory Group, LLC Family Office | $502.1K 7.5K shares |
 Freedom Financial Partners LLC RIA/Wealth | $461.4K 6.9K shares |
E EIGHT 31 FINANCIAL LLC RIA/Wealth | $371.9K 5.5K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Fortis Group Advisors, LLC RIA/Wealth | $2.4M 40.6K shares |
$2.0M 34.4K shares | |
SRS Capital Advisors, Inc. RIA/Wealth | $1.2M 21.2K shares |
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy | $573.2K 10.0K shares |
Armis Advisers, LLC RIA/Wealth | $418.7K 7.3K shares |
 Integrity Financial Corp /WA RIA/Wealth | $355.5K 6.2K shares |
 Walleye Trading LLC RIA/Wealth | $306.7K 5.4K shares |
B Beacon Capital Management, LLC RIA/Wealth | $28.8K 504.0 shares |
 GUARDIAN WEALTH ADVISORS, LLC / NC RIA/Wealth | $28.1K 492.0 shares |
 Opal Wealth Advisors, LLC RIA/Wealth | $24.1K 422.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in BLOK as of Q3 2025
- Call Positions
- 4
- Call Value
- $5.7M
- Put Positions
- 4
- Put Value
- $2.1M
Call Positions
| Institution | Position Value |
|---|---|
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $4.0M 592.0 contracts |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $1.1M 168.0 contracts |
W WOLVERINE TRADING, LLC Institution | $415.3K 62.0 contracts |
J JANE STREET GROUP, LLC Institution | $201.1K 30.0 contracts |
Put Positions
| Institution | Position Value |
|---|---|
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $1.2M 176.0 contracts |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $931.9K 139.0 contracts |
J JANE STREET GROUP, LLC Institution | - - contracts |
Walleye Trading LLC RIA/Wealth | - - contracts |
Most Committed Institutions
Institutions with BLOK as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Carter Financial Group, INC. RIA/Wealth | 5.18% $8.5M |
Strive Asset Management, LLC ETF Provider | 4.68% $8.6M |
GERBER, LLC RIA/Wealth | 3.78% $6.0M |
F Florin Court Capital LLP Institution | 2.18% $2.8M |
Riggs Asset Managment Co. Inc. RIA/Wealth | 1.28% $5.9M |
 Mattson Financial Services, LLC RIA/Wealth | 1.15% $4.7M |
 Stegent Equity Advisors, Inc. RIA/Wealth | 0.76% $933.4K |
 ARBOR CAPITAL MANAGEMENT INC /ADV RIA/Wealth | 0.72% $877.0K |
Concurrent Investment Advisors, LLC RIA/Wealth | 0.68% $39.2M |
W WMG Financial Advisors, LLC RIA/Wealth | 0.68% $2.0M |
Hedge Fund Spotlight
Discover hedge funds investing in BLOK
RENAISSANCE TECHNOLOGIES LLC
Hedge Fund • Quant
Portfolio ManagerPeter Fitzhugh Brown
- Portfolio Value
- $75.8B
- Positions
- 3,419
- Last Reported
- Q3 2025
Sector Allocation
A
Position in Amplify Transformational Data Sharing
- Market Value
- $2.0M
- Shares Held
- 29.8K
- Portfolio Weight
- 0.00%
- Owned Since
- 2024-Q4
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $1.6B | 2.06% | |
Semiconductors Technology | $1.1B | 1.39% | |
Electronic Gaming & Multimedia Technology | $953.5M | 1.26% |
