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Disclosery

SOFR AMPLIFY ETF TR

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SAMSUNG SOFR ETF (fund)

10 managers (10 13F filers) reported a position in SOFR shares at 2026-03-31, 3,319,947 shares in all. 1 filer opened a position and 0 filers sold out during the quarter.

Managers
10
13F filers
10
New
1
Added
6
Reduced
3
Sold out
0
Shares held by filers
3,319,947

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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, LLC3,268,487$327M1.81%+427,07013F-HRTimeline
LPL Financial LLC22,250$2.23M<0.01%+7,89813F-HRTimeline
Steward Partners Investment Advisory, L…9,001$901K<0.01%+69713F-HRTimeline
FIG FINANCIAL ADVISORY SERVICES INC /ADV7,395$741K0.46%+53013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP5,505$551K<0.01%+2,79413F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC2,827$283K<0.01%-3,18713F-HRTimelineGroup
MML INVESTORS SERVICES, LLC2,327$233K<0.01%-37013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,500$150K<0.01%+1,00013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.624$62.5K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG31$3.1K<0.01%-8813F-HRTimelineGroup