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 | No change | 3,532,520 | 353,711 | 1.77% | 1.77% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 21,778 | 2,180 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| LPL Financial LLC | History | Reduced | 20,559 | 2,058 | 0.0% | 0.0% | 3 | -2,946 | -12.53% | Q3 2026 | Nov 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 8,835 | 884 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 4,803 | 480 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 3,835 | 384 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 2,900 | 290 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 2,852 | 285 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV | History | Reduced | 2,008 | 201 | 0.12% | 0.14% | 9 | -312 | -13.45% | Q3 2026 | Oct 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 670 | 67 | 0.0% | 0.0% | 10 | +1 | 0.15% | Q3 2026 | Nov 09, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 300 | 30 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | New | 226 | 22 | 0.0% | — | 12 | +226 | New | Q3 2026 | Nov 10, 2026 |