Amplify Samsung Sofr ETFSOFRETF
13F holders, Q1 2026 (March 31)10holders +1
1new positions
0sold out
1famous investor
$100.14avg. 13F price*
At the end of Q1 2026, 10 institutions reported holding Amplify Samsung Sofr ETF (SOFR) in their 13F filings, up 1 from Q4 2025. 1 opened new positions and 0 sold out. The largest holders were Capital Wealth Planning, LLC ($327.3M), LPL Financial LLC ($2.2M) and Steward Partners Investment Advisory, LLC ($901K). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $62K |
| Exits | 0 | $0 |
All 13F filers, Q4 2025 → Q1 2026: 440,613 shares bought and 3,645 shares sold, net +436,968 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 10 holders
| Capital Wealth Planning, LLC | 1.80% | Add +15.0% | 3,268,487 | $327.3M |
| LPL Financial LLC | 0.00% | Add +55.0% | 22,250 | $2.2M |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +8.4% | 9,001 | $901K |
| Fig Financial Advisory Services Inc. | 0.46% | Add +7.7% | 7,395 | $741K |
| Stifel Financial Corp. | 0.00% | Add +103.1% | 5,505 | $551K |
| Citadel Advisors | 0.00% | Reduce -53.0% | 2,827 | $283K |
| MML Investors Services, LLC | 0.00% | Reduce -13.7% | 2,327 | $233K |
| Osaic Holdings, Inc. | 0.00% | Add +200.0% | 1,500 | $150K |
| Harbour Investments, Inc. | 0.00% | New | 624 | $62K |
| UBS Group AG | 0.00% | Reduce -74.0% | 31 | $3K |
"% of holder's portfolio" is SOFR's weight in each manager's 13F, not the share of Amplify Samsung Sofr ETF the manager owns.