AMPLIFY SAMSUNG SOFR ETF (SOFR) Institutional Ownership and Insiders Activity
AMPLIFY SAMSUNG SOFR ETF (SOFR) is widely held by institutional investors, with 10 firms reporting positions valued at approximately $360.67M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Capital Wealth Planning, Llc is the largest disclosed holder, reporting approximately $353.71M in SOFR holdings in its latest filing.
Institutional ownership remains highly concentrated, with Capital Wealth Planning, Llc representing the majority of disclosed value.
Institutional Holders
10
Total Reported Value
$360.67M
Largest Holder
Capital Wealth Planning, Llc
Largest Position
$353.71M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
2
Funds Exiting Positions
1
Top Institutional Owners
View allInvestorReported Balance
- Capital Wealth Planning, Llc$353.71M
- Lpl Financial Llc$2.35M
- Citadel Advisors Llc$2.18M
- Steward Partners Investment Advisory, Llc$884,649
- Stifel Financial Corp$480,924