MML Investors Services
SOFR

MML Investors Services’s Amplify Samsung SOFR ETF SOFR Stock Holding History

MML Investors Services’s Portfolio SOFR Stock Details SOFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$233K Sell
2,327
-370
-14% -$37.1K ﹤0.01% 2733
2025
Q4 		$270K Sell
2,697
-116
-4% -$11.6K ﹤0.01% 2699
2025
Q3 		$282K Buy
+2,813
New +$282K ﹤0.01% 2573

Other funds holding SOFR

CWP
Capital Wealth Planning Naples, Florida $18.1B AUM 26.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MML Investors Services's SOFR Position: Q1 2026 in Review

MML Investors Services reduced its Amplify Samsung SOFR ETF (SOFR) stake by 14% in Q1 2026, selling an estimated $37.1K and leaving 2,327 shares worth $233K. The position accounts for ﹤0.01% of the portfolio, ranked #2733.

MML Investors Services first reported a position in SOFR in Q3 2025 and has held it in 3 quarters since. The position peaked at $282K in Q3 2025. 9 funds tracked by Wall St. Rank hold SOFR as of Q1 2026.

  • MML Investors Services held 2,327 shares of Amplify Samsung SOFR ETF worth $233K as of Q1 2026.
  • MML Investors Services sold 370 Amplify Samsung SOFR ETF shares in Q1 2026, an estimated $37.1K.
  • Amplify Samsung SOFR ETF made up ﹤0.01% of MML Investors Services's portfolio in Q1 2026, its #2733 holding.
  • MML Investors Services first reported a position in Amplify Samsung SOFR ETF in Q3 2025 and has held it in 3 quarters since.
  • MML Investors Services's Amplify Samsung SOFR ETF position peaked at $282K in Q3 2025.
  • 9 funds tracked by Wall St. Rank held Amplify Samsung SOFR ETF as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.