Institutional Ownership Etfis Ser Tr I (PFFA)
This table provides information about the institutional ownership of Etfis Ser Tr I (PFFA). We have compiled data on the 166 institutions that hold shares in the stock, with a total of 15.3 Million shares, which have been reported (via 13F filing form) to have a value of $336 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Red Door Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
11,508
shares
|
$252,600
0.03% of portfolio
|
Q2 2025
Added 2.48%
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
11,217
shares
|
$246,213
0.01% of portfolio
|
Q2 2025
New holding
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
11,094
shares
|
$243,513
0.02% of portfolio
|
Q2 2025
Reduced 81.62%
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
11,000
shares
|
$241,450
0.0% of portfolio
|
Q2 2025
Reduced 31.25%
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jul 25, 2025 Q2 2025 |
10,641
shares
|
$233,569
0.04% of portfolio
|
Q2 2025
Added 12.71%
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
10,608
shares
|
$232,845
0.02% of portfolio
|
Q2 2025
Added 1.25%
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
10,488
shares
|
$230,211
0.0% of portfolio
|
Q1 2025
New holding
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jul 22, 2025 Q2 2025 |
10,302
shares
|
$226,128
0.13% of portfolio
|
Q1 2025
Added 0.05%
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
10,249
shares
|
$224,965
0.0% of portfolio
|
Q3 2024
Added 4.15%
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Aug 06, 2025 Q2 2025 |
10,178
shares
|
$223,407
0.12% of portfolio
|
Q2 2025
Added 5.17%
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jul 11, 2025 Q2 2025 |
10,000
shares
|
$219,500
0.03% of portfolio
|
Q2 2023
New holding
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
9,819
shares
|
$215,527
0.0% of portfolio
|
Q2 2025
Added 2.21%
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
8,717
shares
|
$191,338
0.0% of portfolio
|
Q2 2025
Reduced 26.65%
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
8,664
shares
|
$190,174
0.0% of portfolio
|
Q2 2025
Added 61785.71%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
8,297
shares
|
$182,119
0.0% of portfolio
|
Q2 2025
Added 0.1%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
6,500
shares
|
$142,675
0.01% of portfolio
|
Q2 2020
Closed
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
6,423
shares
|
$140,984
0.06% of portfolio
|
Q4 2024
Added 18.72%
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
6,100
shares
|
$133,895
0.0% of portfolio
|
Q2 2025
Added 0.03%
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
5,352
shares
|
$117,476
0.04% of portfolio
|
Q2 2025
Added 2.76%
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
5,321
shares
|
$116,795
0.0% of portfolio
|
Q2 2025
Reduced 11.8%
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
5,000
shares
|
$109,750
0.0% of portfolio
|
Q4 2024
New holding
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
4,054
shares
|
$88,985
0.0% of portfolio
|
Q4 2023
New holding
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
3,472
shares
|
$76,210
0.01% of portfolio
|
Q2 2021
New holding
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
3,000
shares
|
$65,850
0.0% of portfolio
|
Q2 2025
Added 50.0%
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
2,993
shares
|
$65,696
0.0% of portfolio
|
Q3 2024
Added 50.18%
|