SOFRAMPLIFY ETF TR
CUSIP 032108672 · Yahoo Finance ↗ · Google Finance ↗
Amplify Etf Tr (SOFR) has 9 institutional holders in Filings Flow’s 13F database, together reporting 201.8K shares worth $20M as of Q1 2026. The largest reported holders are Capital Wealth Planning, LLC, Flow Traders U.S. LLC, and Lpl Financial LLC.
Institutional Holders
9
Q1 2026
Reported Value
$20M
Ticker
SOFR
Quarters Tracked
3
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Capital Wealth Planning, LLC$18.1B AUM | 0.09% | $16M | 157.7K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $901,405 | 9.0K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $62,490 | 624 | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $232,997 | 2.3K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $2M | 22.3K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $551,299 | 5.5K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $2M | 15.6K | Q2 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $150,225 | 1.5K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $283,110 | 2.8K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $3,104 | 31 | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $301 | 3 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.