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 1.24 Million shares, which have been reported (via 13F filing form) to have a value of $52 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
8,322
shares
|
$350,356
0.03% of portfolio
|
Q1 2025
Added 8.68%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
8,097
shares
|
$340,883
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
8,090
shares
|
$340,589
0.01% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Apr 24, 2025 Q1 2025 |
7,455
shares
|
$313,855
0.23% of portfolio
|
Q1 2025
Added 1.93%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
May 15, 2025 Q1 2025 |
6,523
shares
|
$274,618
0.1% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
6,257
shares
|
$263,419
0.0% of portfolio
|
Q1 2025
Added 1464.25%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
6,208
shares
|
$261,356
0.0% of portfolio
|
Q1 2025
Added 4.21%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
6,200
shares
|
$261,020
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
5,628
shares
|
$236,938
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
May 06, 2025 Q1 2025 |
5,009
shares
|
$210,878
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
4,623
shares
|
$194,628
0.0% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
3,640
shares
|
$153,244
0.0% of portfolio
|
Q4 2024
Reduced 12.81%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
3,000
shares
|
$126,300
0.0% of portfolio
|
Q1 2025
Added 11.11%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
2,245
shares
|
$94,514
0.0% of portfolio
|
Q4 2024
Added 12.53%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
2,235
shares
|
$94,093
0.01% of portfolio
|
Q3 2024
Reduced 3.37%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,943
shares
|
$81,800
0.0% of portfolio
|
Q1 2025
Added 3.79%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
1,620
shares
|
$68,202
0.02% of portfolio
|
Q1 2024
Added 36.36%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
1,262
shares
|
$53,130
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
1,253
shares
|
$52,751
0.02% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
1,090
shares
|
$45,889
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
1,016
shares
|
$42,773
0.0% of portfolio
|
Q1 2025
Added 281.95%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
951
shares
|
$40,037
0.0% of portfolio
|
Q1 2025
Added 11.1%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
725
shares
|
$30,522
0.0% of portfolio
|
Q4 2024
Added 20.83%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
591
shares
|
$24,881
0.0% of portfolio
|
Q1 2025
Reduced 21.09%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
500
shares
|
$21,050
0.0% of portfolio
|
Q3 2024
New holding
|