AMPLIFY ETF TR (SOFR)
Institutional ownership reported to the SEC as of Q2 2026, across 11 quarters.
11
Reporting holders
$360.9M
Reported value
0.0%
Held as options
+1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Capital Wealth Planning, LLC | $353.7M | 3,532,520 | 1.77% | 8q | +8.1%+$26.4M |
| LPL Financial LLC | $2.4M | 23,505 | 0.00% | 5q | +5.6%+$125.7K |
| CITADEL ADVISORS LLC | $2.2M | 21,778 | 0.00% | 10q | +670.4%+$1.9M |
| Steward Partners Investment Advisory, LLC | $884.6K | 8,835 | 0.00% | 3q | -1.8%-$16.6K |
| STIFEL FINANCIAL CORP | $480.9K | 4,803 | 0.00% | 5q | -12.8%-$70.3K |
| MML INVESTORS SERVICES, LLC | $384.0K | 3,835 | 0.00% | 4q | +64.8%+$151.0K |
| OLD MISSION CAPITAL LLC | $290.4K | 2,900 | 0.00% | new | NEW |
| JANE STREET GROUP, LLC | $285.6K | 2,852 | 0.00% | new | NEW |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV | $232.3K | 2,320 | 0.14% | 7q | -68.6%-$508.2K |
| HARBOUR INVESTMENTS, INC. | $67.0K | 669 | 0.00% | 2q | +7.2%+$4.5K |
| OSAIC HOLDINGS, INC. | $30.0K | 300 | 0.00% | 3q | -80.0%-$120.2K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 11 | $360.9M | 3,604,317 | 2 | 5 | 4 | 0.0% |
| Q1 2026 | 10 | $332.5M | 3,319,947 | 1 | 6 | 3 | 0.0% |
| Q4 2025 | 9 | $288.9M | 2,882,979 | 3 | 4 | 2 | 0.0% |
| Q3 2025 | 6 | $195.8M | 1,954,953 | 1 | 4 | 1 | 0.0% |
| Q2 2025 | 8 | $180.1M | 1,798,230 | 4 | 2 | 2 | 0.0% |
| Q1 2025 | 6 | $206.5M | 2,060,550 | 1 | 1 | 4 | 0.0% |
| Q4 2024 | 5 | $192.9M | 1,924,517 | 1 | 1 | 1 | 0.0% |
| Q3 2024 | 2 | $180.9M | 1,804,603 | 1 | 1 | 0 | 0.0% |
| Q2 2024 | 4 | $2.5M | 1,043,020 | 0 | 2 | 2 | 0.0% |
| Q1 2024 | 4 | $104.1M | 1,038,068 | 2 | 1 | 1 | 0.0% |
| Q4 2023 | 3 | $100.4M | 1,992,619 | 3 | 0 | 0 | 0.0% |