Amplify Investments, LLC

CIK 1632494 · View on SEC EDGAR ↗

Portfolio value
$7.2M
#8,998 of 9,443 by 13F value · top 95.3%
Positions
26
As of
June 30, 2026

Portfolio value QoQ: +29.7% 13F does not disclose cash

Top 10 holdings weight
65.62%
Top 25 holdings weight
99.55%
Positions above 1%
23
Effective number of positions
17.2

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 0.0% Est. buys $1,085,167 · sells $0

Median holding: 5.0 quarters Tracked Q1 2025–Q2 2026 · 86.7% still held

New positions
0
Increased
26
Decreased
0
Closed
2
On this page

Performance vs S&P 500

Tracked Q1 2025–Q2 2026
+42.5%
S&P 500 total return (same window)
+37.0%
Excess return
+5.5%

Annualized: +32.8% · S&P 500: +28.7%

Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.

Priceable coverage: 99.2% · Options excluded: 0.0%

Sector breakdown

Energy
79.7%
Industrials
13.9%
Utilities
4.9%
Materials
1.5%

Full portfolio 26 positions

Type Streak 8Q trend
SEI Solaris Energy Infrastructure, Inc. Class A Common Stock $819,083 11.32% 10,180 $330,102 Up ×1
BE Bloom Energy Corporation Class A Common Stock $684,102 9.46% 2,260 $423,826 Up ×1
WMB Williams Companies, Inc. (The) Common Stock $596,207 8.24% 8,020 $100,066 Up ×1
KMI Kinder Morgan, Inc. Common Stock $511,520 7.07% 16,000 $55,512 Up ×1
MPLX MPLX LP Common Units Representing Limited Partner Interests $485,565 6.71% 8,620 $67,414 Up ×1
ENB Enbridge Inc Common Stock $482,469 6.67% 8,900 $72,900 Up ×1
AROC Archrock, Inc. Common Stock $294,740 4.07% 7,240 $80,581 Up ×1
TRP TC Energy Corporation Common Stock $294,328 4.07% 4,440 $58,076 Up ×1
DTM DT Midstream, Inc. Common Stock $293,480 4.06% 2,000 $64,541 Up ×1
KGS Kodiak Gas Services, Inc. Common Stock $285,494 3.95% 3,800 $97,121 Up ×1
PAGP Plains GP Holdings, L.P. - Class A Shares representing limited partner interests $282,988 3.91% 11,660 $42,349 Up ×1
TRGP Targa Resources, Inc. Common Stock $262,777 3.63% 980 $53,919 Up ×1
ET Energy Transfer LP Common Units $255,061 3.53% 13,340 $36,219 Up ×1
WES Western Midstream Partners, LP Common Units Representing Limited Partner Interests $220,550 3.05% 5,040 $44,178 Up ×1
VST Vistra Corp. Common Stock $212,564 2.94% 1,340 $41,339 Up ×1
GTLS Chart Industries, Inc. Common Stock $208,940 2.89% 1,000 $33,203 Up ×1
GLNG Golar LNG Limited - Common Shares $157,494 2.18% 3,160 $12,155 Up ×1
LNG Cheniere Energy, Inc. Common Stock $148,186 2.05% 620 $-1,355 Up ×1
PPL PPL Corporation Common Stock $140,311 1.94% 3,860 $14,977 Up ×1
VG Venture Global, Inc. Class A common stock $119,314 1.65% 10,720 $-24,291 Up ×1
WOR Worthington Enterprises, Inc. Common Shares $113,971 1.58% 2,120 $20,015 Up ×1
FLNG FLEX LNG Ltd. Ordinary Shares $112,801 1.56% 4,020 $11,282 Up ×1
APD Air Products and Chemicals, Inc. Common Stock $105,545 1.46% 360 $16,656 Up ×1
EQT EQT Corporation Common Stock $58,487 0.81% 1,100 $-1,016 Up ×1
OKE ONEOK, Inc. Common Stock $55,642 0.77% 640 $6,470 Up ×1
EXE Expand Energy Corporation - Common Stock $32,828 0.45% 360 $-764 Up ×1

ETFs managed 14 funds

Fund AUM Expense ratio
DIVO Amplify ETF Trust $6.6B
IDVO Amplify ETF Trust $1.0B
BLOK Amplify ETF Trust $925.2M
YYY Amplify ETF Trust $660.4M
IBUY Amplify ETF Trust $109.1M
BATT Amplify ETF Trust $108.3M
CNBS Amplify ETF Trust $72.5M
IVES Amplify ETF Trust $34.1M
ISWN Amplify ETF Trust $33.8M
TLTP Amplify ETF Trust $29.7M
BITY Amplify ETF Trust $11.4M
BAGY Amplify ETF Trust $10.9M
USNG Amplify ETF Trust $5.7M
SMAP Amplify ETF Trust $1.2M

Registered fund flows (SEC N-PORT)

Quarter ending Mar 2026
+$1.2B
Funds reporting (complete / reporting / linked)
14 / 14 / 14

Sum of SEC Form N-PORT self-reported monthly flows (Item C.9), bucketed by calendar quarter, across this issuer's registered ETF/mutual fund products only. This reflects registered-fund flows, NOT the firm's total assets under management — separately managed accounts and other vehicles outside N-PORT reporting are not included. SEC N-PORT filing lag is up to ~60 days; faded bars in the chart above are quarters still being filed and may understate the true total.

Top movers (QoQ)

Security Action Shares Δ Value Δ
BE Bought more +339 +$424K
SEI Bought more +2K +$330K
WMB Bought more +1K +$100K
KGS Bought more +570 +$97K
AROC Bought more +1K +$81K
ENB Bought more +1K +$73K
MPLX Bought more +1K +$67K
DTM Bought more +300 +$65K
TRP Bought more +666 +$58K
KMI Bought more +2K +$56K

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
TLT June 30, 2025 66,281 $5,896,398
FANG Sept. 30, 2025 98 $13,465 47.9%
NEE Sept. 30, 2025 182 $12,634 12.6%