SOFR institutional holders
AMPLIFY ETF TR · 13F, 2026Q2
| Managers holding | 11 |
|---|---|
| Shares held | 3,604,317 |
| Reported value | $360.9m |
| Quarter flows | 2 new, 5 added, 4 trimmed, 1 exited |
Top 11 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| Capital Wealth Planning, LLC | 3,532,520 | $353.7m | 1.8% |
| LPL Financial LLC | 23,505 | $2.4m | 0.0% |
| CITADEL ADVISORS LLC | 21,778 | $2.2m | 0.0% |
| Steward Partners Investment Advisory, LLC | 8,835 | $884,649 | 0.0% |
| STIFEL FINANCIAL CORP | 4,803 | $480,924 | 0.0% |
| MML INVESTORS SERVICES, LLC | 3,835 | $384,017 | 0.0% |
| OLD MISSION CAPITAL LLC | 2,900 | $290,377 | 0.0% |
| JANE STREET GROUP, LLC | 2,852 | $285,571 | 0.0% |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV | 2,320 | $232,327 | 0.1% |
| HARBOUR INVESTMENTS, INC. | 669 | $67,028 | 0.0% |
| OSAIC HOLDINGS, INC. | 300 | $30,038 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("SOFR"). SOFR price history · All 13F data