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 79 institutions that hold shares in the stock, with a total of 14.8 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 |
|---|---|---|---|---|---|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
65,758
shares
|
$1.29 Million
2.59% of portfolio
|
Q3 2022
Added 7.0%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
64,134
shares
|
$1.26 Million
0.0% of portfolio
|
Q3 2025
Reduced 16.9%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 13, 2025 Q3 2025 |
54,454
shares
|
$1.07 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
50,650
shares
|
$993,246
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
48,286
shares
|
$946,888
0.03% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
47,584
shares
|
$933,122
0.01% of portfolio
|
Q3 2025
Added 9.88%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
42,361
shares
|
$830,699
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
40,160
shares
|
$787,537
0.0% of portfolio
|
Q3 2025
Added 44.39%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Oct 21, 2025 Q3 2025 |
39,146
shares
|
$767,653
0.11% of portfolio
|
Q3 2025
Added 654.99%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
39,125
shares
|
$767,241
0.03% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
27,131
shares
|
$532,038
0.01% of portfolio
|
Q3 2025
Reduced 25.1%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Oct 31, 2025 Q3 2025 |
27,030
shares
|
$530,058
0.2% of portfolio
|
Q3 2025
Reduced 22.33%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
24,631
shares
|
$483,013
0.03% of portfolio
|
Q3 2025
Reduced 8.38%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
24,012
shares
|
$470,875
0.02% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
23,000
shares
|
$451,030
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 21, 2025 Q3 2025 |
21,639
shares
|
$424,340
0.15% of portfolio
|
Q3 2025
Reduced 2.58%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Oct 22, 2025 Q3 2025 |
19,484
shares
|
$382,081
0.33% of portfolio
|
Q3 2025
Added 2.63%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
18,866
shares
|
$369,962
0.01% of portfolio
|
Q3 2025
Reduced 21.52%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
18,347
shares
|
$359,784
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
17,572
shares
|
$344,586
0.0% of portfolio
|
Q3 2025
Added 137.14%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
15,903
shares
|
$311,857
0.01% of portfolio
|
Q2 2025
Reduced 12.96%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
15,167
shares
|
$297,424
0.0% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
15,005
shares
|
$294,248
0.01% of portfolio
|
Q3 2025
Reduced 71.75%
|
|
|
Concorde Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
14,200
shares
|
$278,462
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
13,800
shares
|
$270,618
0.0% of portfolio
|
Q3 2025
Reduced 17.86%
|
|