AMPLIFY SAMSUNG SOFR ETF SOFR
$100.18
+0.0% 52w: $96.93 – $100.23
Latest 13F among current holders filed 23 days ago (Aug 10, 2026)
Price — last 12 months
research preview data96.9398.58100.23
Aug 18, 2025 Jul 2, 2026
Institutional holders
10
+1 QoQ
13F value
$332.5M
+15.1% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns SOFR?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Capital Wealth Planning, LLC ★2 | Fundamental diversified | 3.3M | $327.3M | 1.8% | +15.0% |
| LPL Financial LLC | Bank broker | 22.3K | $2.2M | 0.0% | +55.0% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 9.0K | $901K | 0.0% | +8.4% |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV | — | 7.4K | $741K | — | +7.7% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 5.5K | $551K | 0.0% | +103.1% |
| CITADEL ADVISORS LLC | Multistrat pod | 2.8K | $283K | 0.0% | -53.0% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 2.3K | $233K | 0.0% | -13.7% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 1.5K | $150K | 0.0% | +200.0% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 624 | $62K | 0.0% | New |
| UBS Group AG | Bank broker | 31 | $3K | 0.0% | -73.9% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.