Who owns SOFR?
Amplify Samsung SOFR ETF · Amplify
11 institutions reported holding SOFR, worth $360.9M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of SOFR
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Capital Wealth Planning, LLC | Naples, FL | $353.7M | 3,532,520 | +264,033 shares |
| LPL Financial LLC | Fort Mill, SC | $2.4M | 23,505 | +1,255 shares |
| Citadel Advisors LLC | Miami, FL | $2.2M | 21,778 | +18,951 shares |
| Steward Partners Investment Advisory, LLC | Stamford, CT | $885K | 8,835 | −166 shares |
| Stifel Financial Corp. | St. Louis, MO | $481K | 4,803 | −702 shares |
| MML Investors Services, LLC | Springfield, MA | $384K | 3,835 | +1,508 shares |
| Old Mission Capital LLC | Chicago, IL | $290K | 2,900 | New position |
| Jane Street Group, LLC | New York, NY | $286K | 2,852 | New position |
| FIG Financial Advisory Services Inc. | Oklahoma City, OK | $232K | 2,320 | New position |
| Harbour Investments, Inc. | Madison, WI | $67K | 669 | +45 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns SOFR?
11 institutional managers reported holding SOFR in Form 13F filings for June 30, 2026, worth $360.9M in total. The largest reported position was held by Capital Wealth Planning, LLC, at $353.7M.
Did institutions buy or sell SOFR last quarter?
Reported 13F value rose 8.8% from March 31, 2026, which includes price moves as well as buying and selling. 3 firms reported a new position and 1 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is SOFR ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.