Who Owns SOFR?
Amplify Samsung SOFR ETF — Institutional Ownership & 13F Holdings
$100.16
+0.04 (+0.04%)
Market Cap
$275.6M
Shares Outstanding
2,749,869
Institutional Holders
6
Total Inst. Value
$210.1M
% of Float Held
—
QoQ Holder Change
+1
Institutional data as of Q1 2025
New Positions
3
Closed Positions
1
Increased
1
Decreased
2
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Capital Wealth Planning, LLC | $204.5M | 2,041,362 |
| 2 | FLOW TRADERS U.S. LLCNew | $4.0M | 40,000 |
| 3 | CITADEL ADVISORS LLC | $495K | 4,944 |
| 4 | JANE STREET GROUP, LLC | $468K | 4,671 |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLPNew | $335K | 3,339 |
| 6 | CLG LLCNew | $296K | 2,949 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Capital Wealth Planning, LLC | +137K | $204.5M |
| FLOW TRADERS U.S. LLCNew | +40K | $4.0M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLPNew | +3K | $335K |
| CLG LLCNew | +3K | $296K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| JANE STREET GROUP, LLC | -2K | $468K |
| CITADEL ADVISORS LLC | -1K | $495K |
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Frequently Asked Questions
How many institutional investors hold SOFR?
As of Q1 2025, 6 institutional investors report holding SOFR (Amplify Samsung SOFR ETF) in their 13F filings.
Which hedge fund owns the most SOFR?
The largest institutional holder of SOFR is Capital Wealth Planning, LLC with $204.5M in shares.
Are institutions buying or selling SOFR?
This quarter, 3 institutions opened new positions in SOFR and 1 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.