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 69 institutions that hold shares in the stock, with a total of 13.9 Million shares, which have been reported (via 13F filing form) to have a value of $283 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
55,664
shares
|
$1.13 Million
0.01% of portfolio
|
Q4 2024
Added 8.68%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
53,556
shares
|
$1.09 Million
0.0% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
48,286
shares
|
$980,205
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
46,198
shares
|
$937,819
0.47% of portfolio
|
Q4 2024
Reduced 6.86%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
43,055
shares
|
$874,016
0.04% of portfolio
|
Q4 2024
Added 38.05%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
34,059
shares
|
$691,397
0.0% of portfolio
|
Q4 2024
Added 8.75%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
32,507
shares
|
$659,892
0.02% of portfolio
|
Q4 2024
Added 23.83%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
32,223
shares
|
$654,126
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
32,197
shares
|
$653,599
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
30,991
shares
|
$629,117
0.02% of portfolio
|
Q4 2024
Added 3.63%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
25,844
shares
|
$524,633
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
25,425
shares
|
$516,127
0.02% of portfolio
|
Q4 2024
Added 3.25%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
25,000
shares
|
$507,500
0.02% of portfolio
|
Q2 2021
New holding
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
23,000
shares
|
$466,900
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
22,663
shares
|
$460,058
0.02% of portfolio
|
Q4 2024
Added 13.24%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
19,359
shares
|
$392,987
0.01% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jan 24, 2025 Q4 2024 |
19,067
shares
|
$387,060
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
17,674
shares
|
$358,782
0.01% of portfolio
|
Q4 2024
Added 76.44%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
16,800
shares
|
$341,040
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
15,730
shares
|
$319,319
0.02% of portfolio
|
Q4 2024
Reduced 67.02%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
15,481
shares
|
$314,264
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
15,183
shares
|
$308,214
0.0% of portfolio
|
Q4 2024
Reduced 18.48%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
14,460
shares
|
$293,538
0.01% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
12,300
shares
|
$249,690
0.06% of portfolio
|
Q1 2024
Reduced 11.51%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
12,240
shares
|
$248,472
0.05% of portfolio
|
Q1 2024
New holding
|