AMPLIFY ETF TR

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SOFR·032108672·US·ETF·Unknown - Unknown

SOFR (AMPLIFY ETF TR) is held by 8 institutional investors as of Q1 2026. Largest holders: Capital Wealth Planning, LLC ($327.3M), LPL Financial LLC ($2.2M), Steward Partners Investment Advisory, LLC ($901,405). Net institutional sentiment: Mixed.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (8)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Capital Wealth Planning, LLC	Increased	3.3M(+15.0%)	$327.3M	1.8%	+3.17%	56
LPL Financial LLC	Increased	22,250(+55.0%)	$2.2M	0.0%	+1.14%	37
Steward Partners Investment Advisory, LLC	Increased	9,001(+8.4%)	$901,405	0.0%	+0.36%	27
STIFEL FINANCIAL CORP	Increased	5,505(+103.1%)	$551,299	0.0%	+1.04%	39
CITADEL ADVISORS LLC	Decreased	2,827(-53.0%)	$283,110	0.0%	+3.61%	0
MML INVESTORS SERVICES, LLC	Decreased	2,327(-13.7%)	$232,997	0.0%	+1.42%	0
OSAIC HOLDINGS, INC.	Increased	1,500(+200.0%)	$150,225	0.0%	+0.20%	36
UBS Group AG	Decreased	31(-74.0%)	$3,104	0.0%	+0.38%	0

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Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer