Institutional Ownership ETF Ser Solutions Aam Transfor (TRFM)

TRFM Quotes by TradingView

This table provides information about the institutional ownership of ETF Ser Solutions Aam Transfor (TRFM). We have compiled data on the 13 institutions that hold shares in the stock, with a total of 1.19 Million shares, which have been reported (via 13F filing form) to have a value of $41.8 Million.

Holding Report Date shares Held Holding Value (Reported) Last Trade Trade History
Lpl Financial LLC

Fort Mill, SC

 		May 07, 2025 Q1 2025
956,205
shares
$33.6 Million 0.01% of portfolio
Q1 2025 Reduced 4.79%
Sea Crest Wealth Management, LLC

Purchase, NY

 		Apr 11, 2025 Q1 2025
39,274
shares
$1.38 Million 0.16% of portfolio
Q1 2025 Reduced 13.09%
Kestra Private Wealth Services, LLC

May 05, 2025 Q1 2025
30,107
shares
$1.06 Million 0.02% of portfolio
Q1 2025 Added 3.65%
Commonwealth Equity Services, LLC

Feb 10, 2025 Q4 2024
25,845
shares
$908,968 0.0% of portfolio
Q4 2024 Added 3.07%
Mariner, LLC

Overland Park, KS

 		Feb 13, 2025 Q4 2024
25,125
shares
$883,646 0.0% of portfolio
Q4 2024 Added 93.3%
Cetera Investment Advisers

Schaumburg, IL

 		May 06, 2025 Q1 2025
21,062
shares
$740,750 0.0% of portfolio
Q1 2025 Reduced 1.29%
Farmers & Merchants Trust CO Of Long Beach

Apr 17, 2025 Q1 2025
18,011
shares
$633,446 0.18% of portfolio
Q1 2025 Reduced 0.06%
Advisor Group Holdings, Inc.

Phoenix, AZ

 		Feb 07, 2025 Q4 2024
12,955
shares
$455,627 0.0% of portfolio
Q3 2024 Added 67.29%
Royal Bank Of Canada

Toronto, A6

 		Feb 14, 2025 Q4 2024
7,970
shares
$280,304 0.0% of portfolio
Q4 2024 Added 2.89%
Private Trust CO Na

Apr 28, 2025 Q1 2025
3,404
shares
$119,718 0.01% of portfolio
Q3 2024 Added 10.56%
Golden State Wealth Management, LLC

Santa Ana, CA

 		Apr 24, 2025 Q1 2025
446
shares
$15,685 0.0% of portfolio
Q1 2025 Reduced 50.0%
Concourse Financial Group Securities, Inc.

Birmingham, AL

 		Feb 13, 2025 Q4 2024
0
shares
$0 0.0% of portfolio
Q4 2024 New holding

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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