Institutional Ownership Trimtabs ETF Tr Donoghue Forli (DFRA)
This table provides information about the institutional ownership of Trimtabs ETF Tr Donoghue Forli (DFRA). We have compiled data on the 15 institutions that hold shares in the stock, with a total of 3.07 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
1,858,583
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 16.37%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jan 07, 2026 Q4 2025 |
950,587
shares
|
$0
0.5% of portfolio
|
Q4 2025
Reduced 42.21%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jan 06, 2026 Q4 2025 |
73,327
shares
|
$0
0.3% of portfolio
|
Q4 2025
Reduced 52.95%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
69,660
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 12.85%
|
|
|
Centerline Wealth Advisors, LLC
Louisville, KY |
Jan 08, 2026 Q4 2025 |
52,029
shares
|
$0
0.55% of portfolio
|
Q4 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
21,281
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 07, 2026 Q4 2025 |
19,754
shares
|
$0
0.0% of portfolio
|
Q4 2025
Reduced 48.91%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 10, 2025 Q3 2025 |
10,318
shares
|
$0
0.01% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
7,382
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
6,515
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 17.49%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
2,065
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 82.64%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,018
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 93.54%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
38
shares
|
$0
0.0% of portfolio
|
Q4 2025
Reduced 79.23%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jan 23, 2026 Q4 2025 |
36
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 2.86%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|