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 1.23 Million shares, which have been reported (via 13F filing form) to have a value of $52.6 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
|
$8.06 Million
0.07% of portfolio
|
Q2 2025
Added 2.92%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
112,165
shares
|
$4.78 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
111,942
shares
|
$4.77 Million
0.0% of portfolio
|
Q2 2025
Added 29.22%
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
109,337
shares
|
$4.66 Million
4.02% of portfolio
|
Q3 2023
Added 2.9%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 12, 2025 Q2 2025 |
104,826
shares
|
$4.47 Million
0.09% of portfolio
|
Q2 2025
Added 35.08%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
79,842
shares
|
$3.41 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
|
$2.57 Million
0.01% of portfolio
|
Q2 2025
Reduced 9.18%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
45,675
shares
|
$1.95 Million
0.04% of portfolio
|
Q2 2025
Reduced 49.62%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
42,005
shares
|
$1.79 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
|
$1.65 Million
0.16% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Aug 01, 2025 Q2 2025 |
38,187
shares
|
$1.63 Million
0.54% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
30,668
shares
|
$1.31 Million
0.22% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
26,637
shares
|
$1.14 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
18,659
shares
|
$795,806
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
16,770
shares
|
$715,240
0.0% of portfolio
|
Q2 2025
Added 6.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
16,603
shares
|
$708,117
0.02% of portfolio
|
Q1 2021
Reduced 14.32%
|
|
|
Pennington Partners & Co., LLC
Bethesda, MD |
Aug 14, 2025 Q2 2025 |
16,000
shares
|
$682,400
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Wolverine Trading, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
15,311
shares
|
$653,014
0.0% of portfolio
|
Q1 2025
Added 56.52%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
13,850
shares
|
$590,702
0.12% of portfolio
|
Q4 2022
Reduced 39.39%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
11,674
shares
|
$497,896
0.0% of portfolio
|
Q2 2025
Added 22.24%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
10,533
shares
|
$449,232
0.01% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Aug 01, 2025 Q2 2025 |
10,111
shares
|
$431,234
0.09% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
9,478
shares
|
$404,236
0.01% of portfolio
|
Q2 2025
Added 17.16%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
8,850
shares
|
$377,452
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
8,850
shares
|
$377,452
0.01% of portfolio
|
Q2 2023
New holding
|