DOSSIER · 13F Holders · Q2 2026
SOFR

AMPLIFY ETF TR

13 institutions still hold AMPLIFY ETF TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 032108672·13 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$362M
visible holders
Holders
13
filers reporting
Concentration
97.75%
Capital Wealth Planning, LLC #1
top holder share
AI Holders Summary · Q2 2026

13 institutions reported SOFR in Q2 2026. Capital Wealth Planning, LLC leads at 97.7% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Capital Wealth Planning, LLC
CIK 0001566728
$354M3.5M1.77%Q2 2026
02
CITADEL ADVISORS LLC
CIK 0001423053
$2M22K0.00%Q2 2026
03
LPL Financial LLC
CIK 0001403438
$2M21K0.00%Q3 2026
04
BOLTON SECURITIES CORPORATION
CIK 0001457457
$1M13K0.05%Q3 2026
05
Steward Partners Investment Advisory, LLC
CIK 0001723397
$885K9K0.00%Q2 2026
06
STIFEL FINANCIAL CORP
CIK 0000720672
$678K7K0.00%Q3 2026
07
MML INVESTORS SERVICES, LLC
CIK 0000701059
$384K4K0.00%Q2 2026
08
OLD MISSION CAPITAL LLC
CIK 0001455915
$290K3K0.00%Q2 2026
09
FIG FINANCIAL ADVISORY SERVICES INC /ADV
CIK 0000753967
$201K2K0.12%Q3 2026
10
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$67K6700.00%Q3 2026
11
OSAIC HOLDINGS, INC.
CIK 0001677044
$45K4500.00%Q3 2026
12
Nuveen, LLC
CIK 0001871926
$23K2260.00%Q3 2026
13
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025