SOFR Institutional Ownership
Amplify Samsung SOFR ETF
1W: +0.0%
1M: -0.1%
3M: -0.1%
YTD: +0.5%
1Y: +0.6%
$100.11
+0.01 (+0.01%)
Weekly Expected Move ±0.2%
$100
$100
$100
$100
$100
Overview
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Institutional Ownership — SOFR
12
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
361M
Total Invested
2
New Positions
5
Increased
5
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (12 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Capital Wealth Planning, LLC | 3,532,520 | $354M | +264,033 | +8.1% | 8Q | SEC ↗ |
| 2 | LPL Financial LLC | 23,505 | $2M | +1,255 | +5.6% | 5Q | SEC ↗ |
| 3 | CITADEL ADVISORS LLC | 21,778 | $2M | +18,951 | +670.4% | 10Q | SEC ↗ |
| 4 | Steward Partners Investment Advisory, | 8,835 | $884K | -166 | -1.8% | 3Q | SEC ↗ |
| 5 | STIFEL FINANCIAL CORP | 4,803 | $481K | -702 | -12.8% | 5Q | SEC ↗ |
| 6 | MML INVESTORS SERVICES, LLC | 3,835 | $384K | +1,508 | +64.8% | 4Q | SEC ↗ |
| 7 | OLD MISSION CAPITAL LLC NEW | 2,900 | $290K | — | +0.0% | 1Q | SEC ↗ |
| 8 | JANE STREET GROUP, LLC NEW | 2,852 | $286K | — | +0.0% | 1Q | SEC ↗ |
| 9 | FIG FINANCIAL ADVISORY SERVICES INC /A | 2,320 | $232K | -5,075 | -68.6% | 7Q | SEC ↗ |
| 10 | HARBOUR INVESTMENTS, INC. | 669 | $67K | +45 | +7.2% | 2Q | SEC ↗ |
| 11 | OSAIC HOLDINGS, INC. | 300 | $30K | -1,200 | -80.0% | 3Q | SEC ↗ |
| 12 | UBS Group AG | 0 | $0K | -31 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| OLD MISSION CAPITAL LLC | 2,900 | $290K |
| JANE STREET GROUP, LLC | 2,852 | $286K |
Sold Out (1)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| UBS Group AG | 31 | $3K |
Biggest Increases (5)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Capital Wealth Planning, LLC | +264,033 | +8.1% | 3,532,520 |
| CITADEL ADVISORS LLC | +18,951 | +670.4% | 21,778 |
| MML INVESTORS SERVICES, LLC | +1,508 | +64.8% | 3,835 |
| LPL Financial LLC | +1,255 | +5.6% | 23,505 |
| HARBOUR INVESTMENTS, INC. | +45 | +7.2% | 669 |
Biggest Decreases (4)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| FIG FINANCIAL ADVISORY SERVICES INC | -5,075 | -68.6% | 2,320 |
| OSAIC HOLDINGS, INC. | -1,200 | -80.0% | 300 |
| STIFEL FINANCIAL CORP | -702 | -12.8% | 4,803 |
| Steward Partners Investment Advisor | -166 | -1.8% | 8,835 |