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 61 institutions that hold shares in the stock, with a total of 12.4 Million shares, which have been reported (via 13F filing form) to have a value of $255 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Key Client Fiduciary Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
46,198
shares
|
$952,602
0.47% of portfolio
|
Q4 2024
Reduced 6.86%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
43,055
shares
|
$887,794
0.04% of portfolio
|
Q4 2024
Added 38.05%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
32,507
shares
|
$670,294
0.02% of portfolio
|
Q4 2024
Added 23.83%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
31,318
shares
|
$645,777
0.0% of portfolio
|
Q3 2024
Added 5.22%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
30,991
shares
|
$639,034
0.02% of portfolio
|
Q4 2024
Added 3.63%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
25,844
shares
|
$532,903
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
25,000
shares
|
$515,500
0.03% of portfolio
|
Q2 2021
New holding
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
24,625
shares
|
$507,767
0.02% of portfolio
|
Q3 2024
Reduced 7.34%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
23,000
shares
|
$474,260
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
22,663
shares
|
$467,311
0.02% of portfolio
|
Q4 2024
Added 13.24%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
19,353
shares
|
$399,058
0.01% of portfolio
|
Q3 2024
Added 7.58%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jan 24, 2025 Q4 2024 |
19,067
shares
|
$393,161
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
18,625
shares
|
$384,047
0.0% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
17,674
shares
|
$364,437
0.01% of portfolio
|
Q4 2024
Added 76.44%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
16,825
shares
|
$346,931
0.03% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
15,730
shares
|
$324,352
0.02% of portfolio
|
Q4 2024
Reduced 67.02%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
14,460
shares
|
$298,165
0.01% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
12,300
shares
|
$253,626
0.06% of portfolio
|
Q1 2024
Reduced 11.51%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
12,240
shares
|
$252,388
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
10,903
shares
|
$224,819
0.0% of portfolio
|
Q4 2024
Added 3.24%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
10,467
shares
|
$215,829
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
10,063
shares
|
$207,499
0.01% of portfolio
|
Q3 2024
Reduced 17.38%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
9,942
shares
|
$205,004
0.0% of portfolio
|
Q3 2024
Reduced 24.66%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
8,828
shares
|
$182,033
0.0% of portfolio
|
Q3 2024
Added 237.08%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
8,292
shares
|
$170,981
0.04% of portfolio
|
Q4 2024
New holding
|