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Disclosery

SOFR AMPLIFY ETF TR

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SAMSUNG SOFR ETF (fund)

9 managers (9 13F filers) reported a position in SOFR shares at 2025-12-31, 2,882,979 shares in all. 3 filers opened a position and 1 filer sold out during the quarter.

Managers
9
13F filers
9
New
3
Added
4
Reduced
2
Sold out
1
Shares held by filers
2,882,979

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Capital Wealth Planning, LLC2,841,417$285M1.84%+916,87513F-HRTimeline
LPL Financial LLC14,352$1.44M<0.01%+2,78613F-HRTimeline
Steward Partners Investment Advisory, L…8,304$832K<0.01%new13F-HRTimeline
FIG FINANCIAL ADVISORY SERVICES INC /ADV6,865$688K0.44%+1,37513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC6,014$603K<0.01%-2,39013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,711$272K<0.01%+57313F-HRTimelineGroup
MML INVESTORS SERVICES, LLC2,697$270K<0.01%-11613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.500$50.1K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG119$11.9K<0.01%new13F-HRTimelineGroup