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.
8
Holders
Avg rating(1 Elite)
$331.7M
Total Value
63% (8)
Fund Consensus
5 buying - 3 selling
Smart Money Verdict59Mixed MomentumSingle Source
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See how SOFR's score breaks down across 4 SEC sources
Held by 8 funds
1 elite
No recent insider, activist, or congressional trades found for this stock
13F: Insider & Congress:
Fund | Action | Shares | Value | Weight | Est. P&L | Conviction |
|---|---|---|---|---|---|---|
Increased | 3.3M(+15.0%) | $327.3M | 1.8% | +3.20% | 56 | |
Increased | 22,250(+55.0%) | $2.2M | 0.0% | +1.17% | 37 | |
Increased | 9,001(+8.4%) | $901,405 | 0.0% | +0.39% | 27 | |
Increased | 5,505(+103.1%) | $551,299 | 0.0% | +1.07% | 39 | |
Decreased | 2,827(-53.0%) | $283,110 | 0.0% | +3.64% | 0 | |
Decreased | 2,327(-13.7%) | $232,997 | 0.0% | +1.45% | 0 | |
Increased | 1,500(+200.0%) | $150,225 | 0.0% | +0.23% | 36 | |
Decreased | 31(-74.0%) | $3,104 | 0.0% | +0.41% | 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