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 | 3,532,520 | 353,711 | 1.77% | 1.81% | 1 | +264,033 | 8.08% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Added to | 23,505 | 2,353 | 0.0% | 0.0% | 2 | +1,255 | 5.64% | Q2 2026 | Aug 07, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 21,778 | 2,180 | 0.0% | 0.0% | 3 | +18,951 | 670.36% | Q2 2026 | Sep 02, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 8,835 | 884 | 0.0% | 0.0% | 4 | -166 | -1.84% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 4,803 | 480 | 0.0% | 0.0% | 5 | -702 | -12.75% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 3,835 | 384 | 0.0% | 0.0% | 6 | +1,508 | 64.8% | Q2 2026 | Aug 07, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 2,900 | 290 | 0.0% | — | 7 | +2,900 | New | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | New | 2,852 | 285 | 0.0% | — | 8 | +2,852 | New | Q2 2026 | Aug 14, 2026 |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV | History | Reduced | 2,320 | 232 | 0.14% | 0.46% | 9 | -5,075 | -68.63% | Q2 2026 | Aug 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 669 | 67 | 0.0% | 0.0% | 10 | +45 | 7.21% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 300 | 30 | 0.0% | 0.0% | 11 | -1,200 | -80.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -31 | -100.0% | Q2 2026 | Aug 13, 2026 |