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 71 institutions that hold shares in the stock, with a total of 1.22 Million shares, which have been reported (via 13F filing form) to have a value of $51.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
7,786
shares
|
$332,072
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Jul 30, 2025 Q2 2025 |
7,238
shares
|
$308,700
0.18% of portfolio
|
Q2 2025
Reduced 2.91%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
6,737
shares
|
$287,333
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Aug 14, 2025 Q2 2025 |
6,540
shares
|
$278,931
0.07% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
6,200
shares
|
$264,430
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Aug 06, 2025 Q2 2025 |
5,009
shares
|
$213,633
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Aug 08, 2025 Q2 2025 |
4,964
shares
|
$211,714
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
4,907
shares
|
$209,283
0.0% of portfolio
|
Q2 2025
Reduced 42.57%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
4,623
shares
|
$197,170
0.0% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
3,005
shares
|
$128,163
0.0% of portfolio
|
Q2 2025
Reduced 17.45%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
3,000
shares
|
$127,950
0.0% of portfolio
|
Q1 2025
Added 11.11%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
2,245
shares
|
$95,749
0.0% of portfolio
|
Q4 2024
Added 12.53%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
2,235
shares
|
$95,322
0.01% of portfolio
|
Q3 2024
Reduced 3.37%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,943
shares
|
$82,868
0.0% of portfolio
|
Q1 2025
Added 3.79%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
1,645
shares
|
$70,159
0.02% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
1,618
shares
|
$69,007
0.0% of portfolio
|
Q2 2025
Added 59.25%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
1,262
shares
|
$53,824
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
1,253
shares
|
$53,440
0.02% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
889
shares
|
$37,915
0.0% of portfolio
|
Q2 2025
Added 77.8%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
766
shares
|
$32,669
0.0% of portfolio
|
Q2 2025
Reduced 19.45%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
725
shares
|
$30,921
0.0% of portfolio
|
Q4 2024
Added 20.83%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
687
shares
|
$29,300
0.0% of portfolio
|
Q2 2025
Reduced 89.02%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
687
shares
|
$29,300
0.0% of portfolio
|
Q2 2025
Added 16.24%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
445
shares
|
$18,979
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
400
shares
|
$17,060
0.0% of portfolio
|
Q1 2024
New holding
|