Amplify Blckswn Grow Trsry ETF (SWAN): which funds own it

ETFData as of Jun 30, 2026 (Q2 2026) · updated on Nov 5, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

Follow SWAN for free

Sections with a free account

No concentrated manager holds it.

Concentrated managers

—

All 13F: 36

Consensus

—

No score: it needs 5 or more concentrated managers

Price at Jun 30, 2026 (per 13F)

$33.36

+7.4% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

sold out 0 · trimmed 0added 0 · new 0

Concentrated managers holding it

None in the latest quarter.

Largest holders of SWAN (all 13F filers)

Cerity Partners2.2 MWealth adviser+31 K
LaSalle St. Investment Advisors493 KType not verified+19 K
NewEdge Advisors199 KWealth adviser+1,750
LifePlan Financial146 KType not verified−877
Summit Financial74 KType not verified+7,498
Cetera Investment Advisers61 KWealth adviser−5,203
Global View Capital Management45 KType not verified+10 K
Old Mission Capital38 KType not verified+16 K
LPL Financial34 KWealth adviser−9,409
RDA Financial Network30 KType not verified−1,037

Filer	Type
Cerity Partners	Wealth adviser	2.2 M	+31 K	$73.5M
LaSalle St. Investment Advisors	Type not verified	493 K	+19 K	$16.4M
NewEdge Advisors	Wealth adviser	199 K	+1,750	$6.6M
LifePlan Financial	Type not verified	146 K	−877	$4.9M
Summit Financial	Type not verified	74 K	+7,498	$2.5M
Cetera Investment Advisers	Wealth adviser	61 K	−5,203	$2.0M
Global View Capital Management	Type not verified	45 K	+10 K	$1.5M
Old Mission Capital	Type not verified	38 K	+16 K	$1.3M
LPL Financial	Wealth adviser	34 K	−9,409	$1.1M
RDA Financial Network	Type not verified	30 K	−1,037	$1.0M

Cerity Partners
Shares
2.2 M
Change
+31 K
See more
Type
Wealth adviser
Value
$73.5M
LaSalle St. Investment Advisors
Shares
493 K
Change
+19 K
See more
Type
Type not verified
Value
$16.4M
NewEdge Advisors
Shares
199 K
Change
+1,750
See more
Type
Wealth adviser
Value
$6.6M
LifePlan Financial
Shares
146 K
Change
−877
See more
Type
Type not verified
Value
$4.9M
Summit Financial
Shares
74 K
Change
+7,498
See more
Type
Type not verified
Value
$2.5M
Cetera Investment Advisers
Shares
61 K
Change
−5,203
See more
Type
Wealth adviser
Value
$2.0M
Global View Capital Management
Shares
45 K
Change
+10 K
See more
Type
Type not verified
Value
$1.5M
Old Mission Capital
Shares
38 K
Change
+16 K
See more
Type
Type not verified
Value
$1.3M
LPL Financial
Shares
34 K
Change
−9,409
See more
Type
Wealth adviser
Value
$1.1M
RDA Financial Network
Shares
30 K
Change
−1,037
See more
Type
Type not verified
Value
$1.0M

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗