12 institutions reported holding $360.9M of AMPLIFY ETF TR (SOF) in SEC 13F filings for 2026-06-30. Largest institutional holders: Capital Wealth Planning, LLC ($353.7M), LPL Financial LLC ($2.4M), CITADEL ADVISORS LLC ($2.2M), Steward Partners Investment Advisory, LLC ($884,649), STIFEL FINANCIAL CORP ($480,924). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Capital Wealth Planning, LLC | $353.7M | 3.5M | Added |
| 2 | LPL Financial LLC | $2.4M | 23,505 | Added |
| 3 | CITADEL ADVISORS LLC | $2.2M | 21,778 | Added |
| 4 | Steward Partners Investment Advisory, LLC | $884,649 | 8,835 | Trimmed |
| 5 | STIFEL FINANCIAL CORP | $480,924 | 4,803 | Trimmed |
| 6 | MML INVESTORS SERVICES, LLC | $384,017 | 3,835 | Added |
| 7 | OLD MISSION CAPITAL LLC | $290,377 | 2,900 | New |
| 8 | JANE STREET GROUP, LLC | $285,571 | 2,852 | New |
| 9 | FIG FINANCIAL ADVISORY SERVICES INC /ADV | $232,327 | 2,320 | Trimmed |
| 10 | HARBOUR INVESTMENTS, INC. | $67,028 | 669 | Added |
| 11 | OSAIC HOLDINGS, INC. | $30,038 | 300 | Trimmed |
| 12 | UBS Group AG | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30