13F Insight
DOSSIER · 13F Holders · Q2 2026
SOFR

AMPLIFY ETF TR

11 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 032108672·11 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$359M
visible holders
Holders
11
filers reporting
Concentration
98.52%
Capital Wealth Planning, LLC #1
top holder share
AI Holders Summary · Q2 2026

11 institutions reported SOFR in Q2 2026. Capital Wealth Planning, LLC leads at 98.5% 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 202602
LPL Financial LLC
CIK 0001403438
$2M24K0.00%Q2 202603
Steward Partners Investment Advisory, LLC
CIK 0001723397
$885K9K0.00%Q2 202604
CITADEL ADVISORS LLC
CIK 0001423053
$603K6K0.00%Q4 202505
STIFEL FINANCIAL CORP
CIK 0000720672
$481K5K0.00%Q2 202606
MML INVESTORS SERVICES, LLC
CIK 0000701059
$384K4K0.00%Q2 202607
OLD MISSION CAPITAL LLC
CIK 0001455915
$290K3K0.00%Q2 202608
FIG FINANCIAL ADVISORY SERVICES INC /ADV
CIK 0000753967
$232K2K0.14%Q2 202609
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$67K6690.00%Q2 202610
OSAIC HOLDINGS, INC.
CIK 0001677044
$30K3000.00%Q2 202611
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025