Who Owns Amplify Samsung SOFR ETF (SOFR)?Hedge Fund & Institutional Holders
Institutional Holders
8
as of Q4 2025
Total Institutional Value
$28473511000.1T
% of Float Held
—
QoQ Change in Holders
+3 / -1
Price History
SOFR — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| UBS Group AG | New Position | +119 | +$11.0M |
| OSAIC HOLDINGS, INC. | New Position | +500 | +$0 |
| Steward Partners Investment Advisory, LLC | New Position | +8K | +$0 |
| STIFEL FINANCIAL CORP | Increased | +573 | +$-214.2M |
| LPL Financial LLC | Increased | +3K | +$-1.2B |
| Capital Wealth Planning, LLC | Increased | +917K | +$-192.5B |
SOFR — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| CITADEL ADVISORS LLC | Decreased | -2K | -$841.8M |
| MML INVESTORS SERVICES, LLC | Decreased | -116 | -$281.7M |
| FLOW TRADERS U.S. LLC | Closed Position | -36K | -$3.6M |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | Capital Wealth Planning, LLC | 2,841,417 | $284.7M | 1.84% | Share |
| 2 | UBS Group AG | 119 | $11.0M | 0.00% | Share |
| 3 | LPL Financial LLC | 14,352 | $1.0M | 0.00% | Share |
| 4 | OSAIC HOLDINGS, INC. | 500 | $0 | 0.00% | Share |
| 5 | MML INVESTORS SERVICES, LLC | 2,697 | $0 | 0.00% | Share |
| 6 | STIFEL FINANCIAL CORP | 2,711 | $0 | 0.00% | Share |
| 7 | CITADEL ADVISORS LLC | 6,014 | $0 | 0.00% | Share |
| 8 | Steward Partners Investment Advisory, LLC | 8,304 | $0 | 0.00% | Share |
SOFR Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 8 | $296.7M | +2 |
| Q3 2025 | 6 | $195.3B | -2 |
| Q2 2025 | 8 | $179.6B | +2 |
| Q1 2025 | 6 | $206.3B | +2 |
| Q4 2024 | 4 | $192.1B | +1 |
| Q3 2024 | 3 | $1.2B | -1 |
| Q2 2024 | 4 | $1.2T | -1 |
| Q1 2024 | 5 | $3.9T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 8 institutional investors hold SOFR (Amplify Samsung SOFR ETF). The largest holder is Capital Wealth Planning, LLC with $284.7M in shares. This quarter, 3 institutions opened new positions and 1 closed their positions.
Frequently Asked Questions
How many hedge funds own SOFR?
As of Q4 2025, 8 institutional investors report holding SOFR (Amplify Samsung SOFR ETF) in their 13F filings.
Who is the largest institutional holder of SOFR?
The largest institutional holder of SOFR is Capital Wealth Planning, LLC with $284.7M in shares.
Is institutional ownership of SOFR increasing or decreasing?
This quarter, 3 institutions opened new positions in SOFR and 1 closed their positions.