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Amplify Samsung Sofr ETF (SOFR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares20,559 from 23,505
Change-2,946 (-13%)
Value$2.1M (-$295.1K)
Filed 2026-11-06
FIG Financial Advisory Services Inc
DECREASED
Shares2,008 from 2,320
Change-312 (-13%)
Value$201.1K (-$31.3K)
Filed 2026-10-07
Harbour Investments, Inc.
INCREASED
Shares670 from 669
Change+1 (+0%)
Value$67.1K (+$38)
Filed 2026-11-09
Nuveen, LLC
NEW
Shares226
Change+226
Value$22.6K
Filed 2026-11-10
Capital Wealth Planning, LLC
N/A
Shares— from 3,532,520
Change-3,532,520 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 21,778
Change-21,778 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 8,835
Change-8,835 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 4,803
Change-4,803 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 3,835
Change-3,835 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 2,900
Change-2,900 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 2,852
Change-2,852 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 300
Change-300 (-100%)
Value—
Status
LPL Financial LLC
DECREASED20,55923,505-2,946-13%$2.4M$2.1M-$295.1K2026-11-06
FIG Financial Advisory Services Inc
DECREASED2,0082,320-312-13%$232.3K$201.1K-$31.3K2026-10-07
Harbour Investments, Inc.
INCREASED670669+1+0%$67.0K$67.1K+$382026-11-09
Nuveen, LLC
NEW226—+226——$22.6K—2026-11-10
Capital Wealth Planning, LLC
N/A—3,532,520-3,532,520-100%$353.7M———
Citadel Advisors LLC
N/A—21,778-21,778-100%$2.2M———
Steward Partners Investment Advisory, LLC
N/A—8,835-8,835-100%$884.6K———
Stifel Financial Corp
N/A—4,803-4,803-100%$480.9K———
MML Investors Services, LLC
N/A—3,835-3,835-100%$384.0K———
Old Mission Capital LLC
N/A—2,900-2,900-100%$290.4K———
Jane Street Group, LLC
N/A—2,852-2,852-100%$285.6K———
Osaic Holdings, Inc.
N/A—300-300-100%$30.0K———
Showing 12 of 12 institutions