Who Owns SWAN?
Amplify BlackSwan Growth & Treasury Core ETF — Institutional Ownership & 13F Holdings
$32.90
+0.01 (+0.03%)
Market Cap
$265.1M
Shares Outstanding
8,163,177
Institutional Holders
36
Total Inst. Value
$138.8M
% of Float Held
—
QoQ Holder Change
+10
Institutional data as of Q1 2025
New Positions
8
Closed Positions
9
Increased
9
Decreased
12
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Tredje AP-fonden | $92.6M | 3,225,000 |
| 2 | OSAIC HOLDINGS, INC. | $11.9M | 412,907 |
| 3 | LaSalle St. Investment Advisors, LLCNew | $8.2M | 287,075 |
| 4 | NewEdge Advisors, LLC | $6.3M | 218,719 |
| 5 | LifePlan Financial, LLCNew | $4.1M | 143,266 |
| 6 | McAdam, LLC | $3.2M | 110,107 |
| 7 | First PREMIER BankNew | $2.8M | 98,680 |
| 8 | Cetera Investment Advisers | $1.9M | 65,253 |
| 9 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CONew | $1.3M | 46 |
| 10 | RDA Financial NetworkNew | $1.1M | 38,313 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| OSAIC HOLDINGS, INC. | +201K | $11.9M |
| LaSalle St. Investment Advisors, LLCNew | +287K | $8.2M |
| NewEdge Advisors, LLC | +8K | $6.3M |
| LifePlan Financial, LLCNew | +143K | $4.1M |
| First PREMIER BankNew | +99K | $2.8M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Cetera Investment Advisers | -8K | $1.9M |
| MONEY CONCEPTS CAPITAL CORP | -8K | $300K |
| ROYAL BANK OF CANADA | -7K | $550K |
| Freedom Investment Management, Inc. | -6K | $2K |
| Global View Capital Management LLC | -3K | $535K |
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Frequently Asked Questions
How many institutional investors hold SWAN?
As of Q1 2025, 36 institutional investors report holding SWAN (Amplify BlackSwan Growth & Treasury Core ETF) in their 13F filings.
Which hedge fund owns the most SWAN?
The largest institutional holder of SWAN is Tredje AP-fonden with $92.6M in shares.
Are institutions buying or selling SWAN?
This quarter, 8 institutions opened new positions in SWAN and 9 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.