Amplify Samsung Sofr ETF
$100.190%
+$28.5M
Net Activity
+8.57% total shares
Institutions Holding
11
Popularity Rank
#9853
Avg Weight
0.17%
Total Value
$360.9M
11 institutions currently hold SOFR, with 8 net buyers and 5 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Increased
Based on recent trading activity
Net Selling Institutions
5
Net Buying Institutions
8
Top 5 by Value
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Across its top 11 institutional holders, SOFR's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 12/100, avg. turnover score 40/100).
SOFR ranks #9853 out of 37503 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
SOFR is a disclosed holding of Ken Griffin (Citadel Advisors LLC), one of the tracked superinvestors on AlphaSMO — it makes up 0.0% of that fund's own 13F portfolio.
11 institutions disclose a position in SOFR, but none treat it as a major bet — even Capital Wealth Planning, LLC, its most concentrated holder, allocates just 1.8% of its own portfolio to it.
Capital Wealth Planning, LLC has added to its SOFR position for two straight quarters, increasing it by $69.0M to reach $353.7M today.
SOFR is up 0% today, and institutions have been net buyers of $28.5M this quarter — today's price move and the underlying institutional flow are pointing the same direction.
+$31.1M
Total Buy Value
$718.4K
Total Sell Value
8
Net Buyers
5
Net Sellers
SOFR
Q2 2026
Top 5 Institutional Movers
+$26.4M
+$1.9M
-$508.3K
+$290.4K
+$285.6K
SOFR does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
032108672
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,243
Total reported value
$2.2T
3231 13F institutions increased their position this quarter
Institutions Holding
5,991
Total reported value
$3.6T
3034 13F institutions increased their position this quarter
Institutions Holding
6,154
Total reported value
$1.8T
2973 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,113
Total reported value
$279.5B
Held by 4113 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,111
Total reported value
$712.5B
Held by 4111 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,089
Total reported value
$390.2B
Held by 4089 institutions — one of the most-tracked stocks on AlphaSMO
Access SOFR's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/SOFRCLI
npx alphasmo stocks get SOFRFull API & MCP documentation →