SOFR β€” AMPLIFY ETF TR

Ownership history in CITADEL ADVISORS LLC  Β·  8 quarters on record

AI Ownership Summary

CITADEL ADVISORS LLC reported AMPLIFY ETF TR (SOFR) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. The latest visible filing shows SOFR at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SOFR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CITADEL ADVISORS LLC's position in AMPLIFY ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SOFR was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CITADEL ADVISORS LLC held SOFR β€” position size vs. price
% of Fund (quarterly)    SOFR price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 6,014 -2,390 -28.4% 0.00% $603K 2026-02-14 (Est.) $99.71
2025 Q3 ADDED 8,404 +5,651 +205.3% 0.00% $842K 2025-11-14 $98.79
2025 Q2 REDUCED 2,753 -2,191 -44.3% 0.00% $276K 2025-08-14 $97.78
2025 Q1 REDUCED 4,944 -1,022 -17.1% 0.00% $495K 2025-05-15 $96.74
2024 Q4 REDUCED 5,966 -3,825 -39.1% 0.00% $598K 2025-02-14 $95.77
2024 Q3 ADDED 9,791 +850 +9.5% 0.00% $981K 2024-11-14 $94.61
2024 Q2 REDUCED 8,941 -670 -7.0% 0.00% $896K 2024-08-14 $93.50
2024 Q1 INITIATED 9,611 β€” β€” 0.00% $964K 2024-05-15 $92.28

FAQ About CITADEL ADVISORS LLC and SOFR

These are the practical questions this page is built to answer before you even open the full history table.

How long has CITADEL ADVISORS LLC reported owning SOFR?

CITADEL ADVISORS LLC reported SOFR across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported SOFR position in CITADEL ADVISORS LLC's portfolio?

The largest reported portfolio weight for SOFR was 0.00% in 2024 Q3.

What is the latest reported SOFR position on this page?

The most recent filing on this page is 2025 Q4, when CITADEL ADVISORS LLC reported 6,014 shares, equal to 0.00% of portfolio, with an estimated market value of $603K.

What does the chart on this SOFR ownership page compare?

The chart compares CITADEL ADVISORS LLC's quarterly SOFR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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