Amplify ETF Trust - SOFR
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Capital Wealth Planning, LLC | History | Added to | 3,268,487 | 327,322 | 1.81% | 1.84% | 1 | +427,070 | 15.03% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 22,250 | 2,228 | 0.0% | 0.0% | 2 | +7,898 | 55.03% | Q1 2026 | May 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 9,001 | 901 | 0.0% | 0.0% | 3 | +697 | 8.39% | Q1 2026 | May 08, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 5,505 | 551 | 0.0% | 0.0% | 4 | +2,794 | 103.06% | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 2,827 | 283 | 0.0% | 0.0% | 5 | -3,187 | -52.99% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 2,327 | 232 | 0.0% | 0.0% | 6 | -370 | -13.72% | Q1 2026 | May 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,500 | 150 | 0.0% | 0.0% | 7 | +1,000 | 200.0% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 624 | 62 | 0.0% | — | 8 | +624 | New | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 31 | 3 | 0.0% | 0.0% | 9 | -88 | -73.95% | Q1 2026 | May 05, 2026 |