Amplify Samsung Sofr ETFSOFRETF
13F holders, Q4 2025 (December 31)9holders +2
3new positions
1sold out
1famous investor
$100.21avg. 13F price*
At the end of Q4 2025, 9 institutions reported holding Amplify Samsung Sofr ETF (SOFR) in their 13F filings, up 2 from Q3 2025. 3 opened new positions and 1 sold out. The largest holders were Capital Wealth Planning, LLC ($284.7M), LPL Financial LLC ($1.4M) and Steward Partners Investment Advisory, LLC ($832K). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $894K |
| Exits | 1 | $3.6M |
All 13F filers, Q3 2025 → Q4 2025: 930,532 shares bought and 38,219 shares sold, net +892,313 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| Capital Wealth Planning, LLC | 1.84% | Add +47.6% | 2,841,417 | $284.7M |
| LPL Financial LLC | 0.00% | Add +24.1% | 14,352 | $1.4M |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 8,304 | $832K |
| Fig Financial Advisory Services Inc. | 0.44% | Add +25.1% | 6,865 | $688K |
| Citadel Advisors | 0.00% | Reduce -28.4% | 6,014 | $603K |
| Stifel Financial Corp. | 0.00% | Add +26.8% | 2,711 | $272K |
| MML Investors Services, LLC | 0.00% | Reduce -4.1% | 2,697 | $270K |
| Osaic Holdings, Inc. | 0.00% | New | 500 | $50K |
| UBS Group AG | 0.00% | New | 119 | $12K |
"% of holder's portfolio" is SOFR's weight in each manager's 13F, not the share of Amplify Samsung Sofr ETF the manager owns.