Institutional Ownership ETF Ser Solutions Aam Low Dura (PFLD)
This table provides information about the institutional ownership of ETF Ser Solutions Aam Low Dura (PFLD). We have compiled data on the 79 institutions that hold shares in the stock, with a total of 14.8 Million shares, which have been reported (via 13F filing form) to have a value of $291 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
5,117,852
shares
|
$100 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
2,567,353
shares
|
$50.3 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.18%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
955,480
shares
|
$18.7 Million
0.01% of portfolio
|
Q3 2025
Reduced 20.11%
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
Nov 03, 2025 Q3 2025 |
657,407
shares
|
$12.9 Million
2.23% of portfolio
|
Q3 2025
Reduced 2.04%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
534,104
shares
|
$10.5 Million
0.0% of portfolio
|
Q3 2025
Reduced 8.81%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
476,080
shares
|
$9.34 Million
0.01% of portfolio
|
Q3 2025
Added 17.22%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
387,794
shares
|
$7.6 Million
0.0% of portfolio
|
Q2 2025
Reduced 17.22%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
352,488
shares
|
$6.91 Million
0.01% of portfolio
|
Q3 2025
Added 113.93%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
295,799
shares
|
$5.8 Million
0.0% of portfolio
|
Q3 2024
Added 43.63%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
278,198
shares
|
$5.46 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.22%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
255,737
shares
|
$5.02 Million
0.01% of portfolio
|
Q3 2025
Added 61.58%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
251,248
shares
|
$4.93 Million
0.14% of portfolio
|
Q4 2023
Reduced 1.01%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Nov 13, 2025 Q3 2025 |
249,319
shares
|
$4.89 Million
0.76% of portfolio
|
Q3 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
241,728
shares
|
$4.74 Million
0.27% of portfolio
|
Q3 2025
Reduced 6.35%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
193,375
shares
|
$3.79 Million
2.16% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
161,675
shares
|
$3.17 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.64%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
125,793
shares
|
$2.47 Million
0.0% of portfolio
|
Q3 2024
Added 131.61%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Nov 10, 2025 Q3 2025 |
125,471
shares
|
$2.46 Million
0.06% of portfolio
|
Q3 2025
Added 2.51%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
118,000
shares
|
$2.31 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.49%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
116,691
shares
|
$2.29 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.57%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
113,924
shares
|
$2.23 Million
0.01% of portfolio
|
Q2 2025
Added 89.6%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
99,342
shares
|
$1.95 Million
0.0% of portfolio
|
Q3 2025
Reduced 41.64%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
88,631
shares
|
$1.74 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
74,914
shares
|
$1.47 Million
0.01% of portfolio
|
Q3 2025
Added 1.42%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
72,575
shares
|
$1.42 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|