SOFR Institutional Ownership & Shareholders
AMPLIFY SAMSUNG SOFR ETF (SOFR) is currently held by 10 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $360.67M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Capital Wealth Planning, Llc is currently the largest disclosed institutional shareholder of SOFR tracked by InsiderSet, reporting ownership valued at approximately $353.71M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $353.69M, representing an estimated loss of -0.00% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed SOFR value among the investors covered in this analysis. Major shareholders include Capital Wealth Planning, Llc, Lpl Financial Llc, Citadel Advisors Llc, and several other long-term asset managers with concentrated positions in AMPLIFY SAMSUNG SOFR ETF (SOFR).
This page ranks the largest institutional SOFR shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
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
11
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Capital Wealth Planning, Llc | 1.77% | 3,532,520 | $353,711,228 | $353,694,272 | -$16,956 | -0.00% | |
| Lpl Financial Llc | 0.00% | 23,505 | $2,353,560 | $2,353,443 | -$117 | -0.00% | |
| Citadel Advisors Llc | 0.00% | 21,778 | $2,180,631 | $2,180,527 | -$104 | -0.00% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 8,835 | $884,649 | $884,606 | -$43 | -0.00% | |
| Stifel Financial Corp | 0.00% | 4,803 | $480,924 | $480,901 | -$23 | -0.00% | |
| Mml Investors Services, Llc | 0.00% | 3,835 | $384,017 | $383,980 | -$37 | -0.01% | |
| Old Mission Capital Llc | 0.01% | 2,900 | $290,377 | $290,363 | -$14 | -0.00% | |
| Jane Street Group, Llc | 0.00% | 2,852 | $285,571 | $285,557 | -$14 | -0.00% | |
| Harbour Investments, Inc. | 0.00% | 669 | $67,028 | $66,984 | -$44 | -0.07% | |
| Osaic Holdings, Inc. | 0.00% | 300 | $30,038 | $30,038 | -$0 | -0.00% |
Frequently asked questions about SOFR
Who are the largest institutional holders of SOFR?
The largest institutional holders of SOFR reported in the latest SEC Form 13F filings include Capital Wealth Planning, Llc, Lpl Financial Llc, Citadel Advisors Llc, Steward Partners Investment Advisory, Llc, and Stifel Financial Corp. InsiderSet ranks institutional holders by their latest reported SOFR position.
What is SOFR institutional ownership?
This page tracks SOFR positions reported by institutional investment managers through SEC Form 13F. AMPLIFY SAMSUNG SOFR ETF (SOFR) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SOFR?
InsiderSet currently tracks 10 institutional managers reporting SOFR holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SOFR shareholders.
How much SOFR stock do institutions own?
Institutional investment managers disclosed approximately $360.67M in SOFR holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SOFR institutional ownership last updated?
The latest SOFR institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SOFR holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SOFR position after the reporting date.
Are institutions buying or selling SOFR?
Institutional buying and selling can be analyzed by comparing SOFR positions across consecutive 13F reporting periods. InsiderSet's SOFR Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SOFR ownership changes.
How has SOFR institutional ownership changed over time?
InsiderSet tracks SOFR institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.