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 |
|---|---|---|---|---|---|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
6,200
shares
|
$240,312
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Oct 30, 2025 Q3 2025 |
5,009
shares
|
$194,148
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Aug 08, 2025 Q2 2025 |
4,964
shares
|
$192,404
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
4,907
shares
|
$190,195
0.0% of portfolio
|
Q2 2025
Reduced 42.57%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
3,005
shares
|
$116,473
0.0% of portfolio
|
Q2 2025
Reduced 17.45%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
3,000
shares
|
$116,280
0.0% of portfolio
|
Q1 2025
Added 11.11%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
2,245
shares
|
$87,016
0.0% of portfolio
|
Q4 2024
Added 12.53%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
2,235
shares
|
$86,628
0.01% of portfolio
|
Q3 2024
Reduced 3.37%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
2,014
shares
|
$78,062
0.0% of portfolio
|
Q3 2025
Added 24.47%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,943
shares
|
$75,310
0.0% of portfolio
|
Q1 2025
Added 3.79%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
1,646
shares
|
$63,798
0.01% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
1,262
shares
|
$48,915
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
1,253
shares
|
$48,566
0.02% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
889
shares
|
$34,457
0.0% of portfolio
|
Q2 2025
Added 77.8%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
766
shares
|
$29,690
0.0% of portfolio
|
Q2 2025
Reduced 19.45%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
725
shares
|
$28,101
0.0% of portfolio
|
Q4 2024
Added 20.83%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
687
shares
|
$26,628
0.0% of portfolio
|
Q2 2025
Added 16.24%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
687
shares
|
$26,628
0.0% of portfolio
|
Q2 2025
Reduced 89.02%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
445
shares
|
$17,248
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
400
shares
|
$15,504
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Group One Trading, L.P.
Chicago, IL |
Aug 13, 2025 Q2 2025 |
332
shares
|
$12,868
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
328
shares
|
$12,713
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
305
shares
|
$11,821
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
284
shares
|
$11,007
0.01% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
120
shares
|
$4,651
0.0% of portfolio
|
Q1 2021
New holding
|