Amplify Investments LLC

Amplify Investments LLC is a registered investment adviser specializing in managing exchange-traded funds (ETFs) and model portfolios. Established in 2015, the firm operates as the investment adviser for the Amplify ETF Trust, managing assets totaling $10,091,060,461 as of December 31, 2024. Amplify offers a range of ETFs, including passively managed ETFs tracking non-proprietary indexes and actively managed ETFs providing thematic exposure to various sectors. The firm delegates portfolio management to sub-advisers for each fund, compensating them based on a percentage of the fund's daily net assets. Amplify also provides model portfolio services to clients, offering investment advisory services on a non-discretionary basis. The firm serves as the commodity pool operator for two '33 Act funds, BWET and BDRY, managing the Amplify Commodity Trust. Amplify's fee structure varies depending on the type of service offered, with management fees ranging from 0.20% to 0.75% annually for ETFs. The firm does not charge performance-based fees and acts as a fiduciary, providing best execution for securities transactions. Amplify has adopted proxy voting policies and procedures and maintains custody of assets primarily with US Bank, with sub-custodians for specific securities. The firm has no financial commitments impairing its ability to meet client obligations and has not been subject to bankruptcy proceedings.