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 70 institutions that hold shares in the stock, with a total of 14.6 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 |
---|---|---|---|---|---|
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
5,248,739
shares
|
$105 Million
0.01% of portfolio
|
Q4 2024
Added 1.82%
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,838,973
shares
|
$36.6 Million
0.01% of portfolio
|
Q4 2024
Added 18.29%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,241,986
shares
|
$24.7 Million
0.01% of portfolio
|
Q1 2025
Added 40.73%
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
May 01, 2025 Q1 2025 |
670,186
shares
|
$13.4 Million
2.79% of portfolio
|
Q1 2025
Added 2.4%
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
548,557
shares
|
$10.9 Million
1.59% of portfolio
|
Q4 2024
Added 13.81%
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
518,957
shares
|
$10.3 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
331,917
shares
|
$6.61 Million
0.01% of portfolio
|
Q4 2024
Reduced 10.74%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
300,667
shares
|
$5.99 Million
0.02% of portfolio
|
Q1 2025
Added 9.44%
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
295,799
shares
|
$5.89 Million
0.0% of portfolio
|
Q3 2024
Added 43.63%
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
277,960
shares
|
$5.54 Million
0.0% of portfolio
|
Q4 2024
Added 79.04%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
265,993
shares
|
$5.3 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
260,527
shares
|
$5.19 Million
0.34% of portfolio
|
Q1 2025
Added 0.97%
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
251,248
shares
|
$5 Million
0.14% of portfolio
|
Q4 2023
Reduced 1.01%
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
196,408
shares
|
$3.91 Million
2.39% of portfolio
|
Q1 2025
Reduced 4.11%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
173,067
shares
|
$3.45 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.6%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
169,320
shares
|
$3.37 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
162,356
shares
|
$3.23 Million
0.01% of portfolio
|
Q4 2024
Added 3.99%
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
May 01, 2025 Q1 2025 |
134,624
shares
|
$2.68 Million
0.85% of portfolio
|
Q1 2024
New holding
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
126,243
shares
|
$2.51 Million
0.02% of portfolio
|
Q1 2025
Added 1.42%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
125,793
shares
|
$2.51 Million
0.0% of portfolio
|
Q3 2024
Added 131.61%
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
118,088
shares
|
$2.35 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 01, 2025 Q1 2025 |
103,934
shares
|
$2.07 Million
0.07% of portfolio
|
Q1 2025
Added 235.37%
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
91,632
shares
|
$1.83 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
86,495
shares
|
$1.72 Million
0.0% of portfolio
|
Q4 2024
Added 16.28%
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
85,400
shares
|
$1.7 Million
0.0% of portfolio
|
Q1 2025
Added 0.05%
|