Amplify Samsung Sofr ETFSOFRETF
13F holders, Q2 2026 (June 30)11holders +1
2new positions
1sold out
1famous investor
$100.13avg. 13F price*
At the end of Q2 2026, 11 institutions reported holding Amplify Samsung Sofr ETF (SOFR) in their 13F filings, up 1 from Q1 2026. 2 opened new positions and 1 sold out. The largest holders were Capital Wealth Planning, LLC ($353.7M), LPL Financial LLC ($2.4M) and Citadel Advisors ($2.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Amplify Samsung Sofr ETF
- CUSIP
- 032108672
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $576K |
| Exits | 1 | $3K |
All 13F filers, Q1 2026 → Q2 2026: 291,544 shares bought and 7,174 shares sold, net +284,370 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 11 holders
| Capital Wealth Planning, LLC | 1.77% | Add +8.1% | 3,532,520 | $353.7M |
| LPL Financial LLC | 0.00% | Add +5.6% | 23,505 | $2.4M |
| Citadel Advisors | 0.00% | Add +670.4% | 21,778 | $2.2M |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -1.8% | 8,835 | $885K |
| Stifel Financial Corp. | 0.00% | Reduce -12.8% | 4,803 | $481K |
| MML Investors Services, LLC | 0.00% | Add +64.8% | 3,835 | $384K |
| Old Mission Capital LLC | 0.01% | New | 2,900 | $290K |
| Jane Street Group, LLC | 0.00% | New | 2,852 | $286K |
| Fig Financial Advisory Services Inc. | 0.14% | Reduce -68.6% | 2,320 | $232K |
| Harbour Investments, Inc. | 0.00% | Add +7.2% | 669 | $67K |
| Osaic Holdings, Inc. | 0.00% | Reduce -80.0% | 300 | $30K |
"% of holder's portfolio" is SOFR's weight in each manager's 13F, not the share of Amplify Samsung Sofr ETF the manager owns.