Amplify CWP Enhanced Dividend Income

DIVO • ARCA

Amplify CWP Enhanced Dividend Income is an exchange-traded fund on ARCA. As of Q3 2025, 317 institutional investors hold shares in this ETF, with total holdings valued at $3.0B. RAYMOND JAMES FINANCIAL INC is the largest holder with a position valued at $660.2M.

Overview

Overview of institutional ownership in DIVO as of Q3 2025

All Institutions

Institutions: 317
Value Held: $3.0B
Shares Held: 67.4M
Avg Position: $9.5M
Median Position: $1.1M

Hedge Funds

Hedge Funds: 3
Value Held: $3.7M
Shares Held: 84.2K
Avg Position: $1.2M
Median Position: $898.5K

Biggest Investors

Institutions with the largest positions in DIVO as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
RAYMOND JAMES FINANCIAL INC RIA/Wealth	Steven Robert Marcus CEO	$660.2M 0.21% of portfolio	14.8M shares	Q4 2024 Held for 11 months	$310.43B
L LPL Financial LLC Institution	-	$318.8M 0.09% of portfolio	7.2M shares	Q1 2020 Held for 5y 8m	$340.07B
Retirement Planning Group RIA/Wealth	Kevin Morris Conard CEO	$123.5M 4.29% of portfolio	2.8M shares	Q3 2023 Held for 2y 2m	$2.9B
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC RIA/Wealth	James Loren Cahn Chairman	$121.1M 0.18% of portfolio	2.7M shares	Q3 2022 Held for 3y 2m	$65.5B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$106.4M 0.01% of portfolio	2.4M shares	Q4 2021 Held for 3y 11m	$1.65T
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	Christopher Russell Todd CEO	$103.0M 0.03% of portfolio	2.3M shares	Q1 2021 Held for 4y 8m	$341.99B
HighTower Advisors, LLC RIA/Wealth	Robert David Oros CEO	$89.2M 0.10% of portfolio	2.0M shares	Q1 2020 Held for 5y 8m	$87.7B
Janney Montgomery Scott LLC RIA/Wealth	Anthony Matthew Miller CEO	$79.1M 0.20% of portfolio	1.8M shares	Q3 2022 Held for 3y 2m	$40.0B
UBS Group AG Institution	Sergio P. Ermotti CEO	$70.9M 0.01% of portfolio	1.6M shares	Q4 2021 Held for 3y 11m	$511.54B
R ROYAL BANK OF CANADA Institution	-	$70.4M 0.01% of portfolio	1.6M shares	Q1 2017 Held for 8y 8m	$542.04B

Net Capital Flow

Institutional buying and selling activity for DIVO in Q3 2025

Traded: +$244.3M
Buyers: 215
Sellers: 90
Total Bought: +$307.3M
Total Sold: −$63.0M
Avg Position: $9.0M

Biggest Buyers

Institution	Net Bought	Current Position
MORGAN STANLEY RIA/Wealth	+$24.3M +545.3K shares	$106.4M 2.4M shares
L LPL Financial LLC Institution	+$23.4M +525.6K shares	$318.8M 7.2M shares
Merit Financial Group, LLC RIA/Wealth	+$17.9M +402.4K shares	$17.9M 402.4K shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	+$17.9M +401.8K shares	$660.2M 14.8M shares
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth	+$17.1M +383.7K shares	$18.7M 420.5K shares
Summit Financial, LLC RIA/Wealth	+$17.1M +383.1K shares	$17.1M 383.1K shares
M Marshall Financial Group LLC Institution	+$16.2M +362.8K shares	$16.2M 362.8K shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	+$9.8M +219.0K shares	$103.0M 2.3M shares
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution	+$9.6M +216.5K shares	$10.1M 226.1K shares
WELLS FARGO & COMPANY/MN Institution	+$9.5M +213.0K shares	$39.2M 880.4K shares

Biggest Sellers

Institution	Net Sold	Current Position
Hibernia Wealth Partners, LLC RIA/Wealth	−$18.7M −420.7K shares	$18.3M 410.2K shares
Steward Partners Investment Advisory, LLC RIA/Wealth	−$14.7M −330.4K shares	$25.0M 560.6K shares
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth	−$5.6M −125.1K shares	$9.8M 220.9K shares
O OLD MISSION CAPITAL LLC Institution	−$2.7M −62.8K shares	Sold Off 0 shares
Modern Wealth Management, LLC RIA/Wealth	−$2.6M −58.6K shares	$14.1M 315.7K shares
Element Wealth, LLC RIA/Wealth	−$1.9M −42.8K shares	$7.9M 177.5K shares
KESTRA PRIVATE WEALTH SERVICES, LLC RIA/Wealth	−$1.8M −41.4K shares	$9.5M 214.2K shares
Signal Advisors Wealth, LLC RIA/Wealth	−$1.8M −40.4K shares	$704.9K 15.8K shares
C CIBC World Markets Inc. Institution	−$1.2M −28.4K shares	Sold Off 0 shares
L2 Asset Management, LLC Hedge Fund•Long/Short	−$1.2M −27.2K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited DIVO in Q3 2025

New Positions: 26
New Value: $78.6M
Exited Positions: 17
Exited Value: $7.0M

New Positions

Institution	Position Value
Merit Financial Group, LLC RIA/Wealth	$17.9M 402.4K shares
Summit Financial, LLC RIA/Wealth	$17.1M 383.1K shares
M Marshall Financial Group LLC Institution	$16.2M 362.8K shares
S Security National Bank Institution	$7.4M 165.5K shares
Mount Yale Investment Advisors, LLC RIA/Wealth	$5.1M 114.0K shares
NATIONS FINANCIAL GROUP INC, /IA/ /ADV RIA/Wealth	$3.8M 84.8K shares
W WILEY BROS.-AINTREE CAPITAL, LLC Institution	$3.5M 78.6K shares
Stillwater Wealth Management Group RIA/Wealth	$3.4M 76.9K shares
MONETA GROUP INVESTMENT ADVISORS LLC RIA/Wealth	$682.0K 15.3K shares
Steel Peak Wealth Management LLC RIA/Wealth	$546.3K 12.3K shares

Exited Positions

Institution	Previous Position
O OLD MISSION CAPITAL LLC Institution	$2.7M 62.8K shares
C CIBC World Markets Inc. Institution	$1.2M 28.4K shares
L2 Asset Management, LLC Hedge Fund•Long/Short	$1.2M 27.2K shares
Sollinda Capital Management LLC RIA/Wealth	$759.7K 17.9K shares
Ballast, Inc. RIA/Wealth	$484.2K 11.4K shares
Blue Rock Wealth Management LLC RIA/Wealth	$327.4K 7.7K shares
Park Square Financial Group, LLC RIA/Wealth	$176.1K 4.1K shares
GUARDIAN WEALTH ADVISORS, LLC / NC RIA/Wealth	$67.5K 1.6K shares
S SIMPLEX TRADING, LLC Institution	$57.2K 1.3K shares
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. Private Equity	$26.4K 621.0 shares

Options Activity

Institutions with the largest Call and Put options positions in DIVO as of Q3 2025

Call Positions: 1
Call Value: $361.0K
Put Positions: 2
Put Value: $623.1K

Call Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$361.0K 81.0 contracts

Put Positions

Institution	Position Value
BFI Infinity Ltd. RIA/Wealth	$342.3K 76.8 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$280.8K 63.0 contracts

Most Committed Institutions

Institutions with DIVO as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
NBZ Investment Advisors LLC RIA/Wealth	Richard Ira Zivi Managing Partner	12.48% $21.2M	474.6K shares	Q4 2024 Held for 11 months	$169.4M
Hibernia Wealth Partners, LLC RIA/Wealth	Paul Vincent Saltaformaggio Managing Partner	11.76% $18.3M	410.2K shares	Q3 2023 Held for 2y 2m	$155.4M
Sterling Financial Group, Inc. RIA/Wealth	Michael Patrick Hatch President	10.84% $34.1M	765.9K shares	Q4 2022 Held for 2y 11m	$314.8M
Second Half Financial Partners, LLC RIA/Wealth	Leila Mehrizi Shaver CCO	8.79% $18.4M	412.6K shares	Q4 2024 Held for 11 months	$209.2M
Financial Designs Corp RIA/Wealth	Nino Gabriel Pavan President	7.92% $13.0M	289.9K shares	Q4 2023 Held for 1y 11m	$164.4M
P Prostatis Group LLC Institution	-	6.26% $20.4M	458.6K shares	Q1 2021 Held for 4y 8m	$326.5M
Tower Wealth Partners, Inc. RIA/Wealth	Darin Michael Koss Managing Partner	6.04% $11.0M	246.8K shares	Q3 2022 Held for 3y 2m	$182.1M
NCM Capital Management, LLC RIA/Wealth	Nicholas Sebastian Laverghetta President	4.92% $12.6M	282.4K shares	Q4 2021 Held for 3y 11m	$256.0M
Carter Financial Group, INC. RIA/Wealth	Kevin Kenneth Carter President	4.64% $7.6M	171.5K shares	Q2 2025 Held for 5 months	$164.6M
S SIERRA OCEAN, LLC RIA/Wealth	Jeffrey Scott Burrow CCO	4.58% $5.5M	122.3K shares	Q4 2024 Held for 11 months	$119.0M

Hedge Fund Spotlight

Discover hedge funds investing in DIVO

HBK Sorce Advisory LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerMatthew Atcheson Leffers

Portfolio Value: $4.1B
Positions: 732
Last Reported: Q3 2025

Sector Allocation

Position in Amplify CWP Enhanced Dividend Income

Market Value: $898.5K
Shares Held: 20.3K
Portfolio Weight: 0.02%
Owned Since: 2021-Q4

Top Holding	Sector	Market Value	Weight
1 SCHX Schwab U.S. Large-Cap ETF SCHX	ETF ETF	$897.0M	21.96%
2 VCRB Vanguard Core Bond VCRB	ETF ETF	$680.4M	16.66%
3 Vanguard FTSE Developed Markets VEA	ETF ETF	$464.3M	11.37%

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