9 institutions reported holding $331.7M of AMPLIFY ETF TR (SOF) in SEC 13F filings for 2026-03-31. Largest institutional holders: Capital Wealth Planning, LLC ($327.3M), LPL Financial LLC ($2.2M), Steward Partners Investment Advisory, LLC ($901,405), STIFEL FINANCIAL CORP ($551,299), CITADEL ADVISORS LLC ($283,110). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Capital Wealth Planning, LLC | $327.3M | 3.3M | Added |
| 2 | LPL Financial LLC | $2.2M | 22,250 | Added |
| 3 | Steward Partners Investment Advisory, LLC | $901,405 | 9,001 | Added |
| 4 | STIFEL FINANCIAL CORP | $551,299 | 5,505 | Added |
| 5 | CITADEL ADVISORS LLC | $283,110 | 2,827 | Trimmed |
| 6 | MML INVESTORS SERVICES, LLC | $232,997 | 2,327 | Trimmed |
| 7 | OSAIC HOLDINGS, INC. | $150,225 | 1,500 | Added |
| 8 | HARBOUR INVESTMENTS, INC. | $62,490 | 624 | New |
| 9 | UBS Group AG | $3,104 | 31 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31