Institutional Ownership Etfis Ser Tr I (AMZA)
This table provides information about the institutional ownership of Etfis Ser Tr I (AMZA). We have compiled data on the 68 institutions that hold shares in the stock, with a total of 1.16 Million shares, which have been reported (via 13F filing form) to have a value of $45.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
188,895
shares
|
$7.32 Million
0.07% of portfolio
|
Q2 2025
Added 2.92%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 06, 2025 Q3 2025 |
142,852
shares
|
$5.54 Million
0.1% of portfolio
|
Q3 2025
Added 36.28%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
117,457
shares
|
$4.55 Million
0.11% of portfolio
|
Q3 2025
Added 4.72%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
111,942
shares
|
$4.34 Million
0.0% of portfolio
|
Q2 2025
Added 29.22%
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
109,337
shares
|
$4.24 Million
4.02% of portfolio
|
Q3 2023
Added 2.9%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
79,842
shares
|
$3.09 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
60,296
shares
|
$2.34 Million
0.01% of portfolio
|
Q2 2025
Reduced 9.18%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
42,005
shares
|
$1.63 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Infrastructure Capital Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
38,787
shares
|
$1.5 Million
0.16% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Aug 01, 2025 Q2 2025 |
38,187
shares
|
$1.48 Million
0.54% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
19,012
shares
|
$736,905
0.0% of portfolio
|
Q3 2025
Added 1.89%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
16,770
shares
|
$650,005
0.0% of portfolio
|
Q2 2025
Added 6.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
16,603
shares
|
$643,532
0.02% of portfolio
|
Q1 2021
Reduced 14.32%
|
|
|
Pennington Partners & Co., LLC
Bethesda, MD |
Aug 14, 2025 Q2 2025 |
16,000
shares
|
$620,160
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
13,850
shares
|
$536,826
0.12% of portfolio
|
Q4 2022
Reduced 39.39%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
11,581
shares
|
$448,879
0.0% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
10,833
shares
|
$419,887
0.01% of portfolio
|
Q3 2025
Added 2.85%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
10,476
shares
|
$406,049
0.0% of portfolio
|
Q2 2025
Reduced 60.67%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Oct 23, 2025 Q3 2025 |
10,051
shares
|
$389,576
0.07% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
8,850
shares
|
$343,026
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
8,850
shares
|
$343,026
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
8,264
shares
|
$320,312
0.02% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
7,786
shares
|
$301,785
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Oct 31, 2025 Q3 2025 |
6,795
shares
|
$263,374
0.15% of portfolio
|
Q3 2025
Reduced 6.12%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Aug 14, 2025 Q2 2025 |
6,540
shares
|
$253,490
0.07% of portfolio
|
Q2 2025
Added 0.26%
|