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 69 institutions that hold shares in the stock, with a total of 13.9 Million shares, which have been reported (via 13F filing form) to have a value of $290 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
5,248,739
shares
|
$109 Million
0.01% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,838,973
shares
|
$38.3 Million
0.01% of portfolio
|
Q4 2024
Added 18.29%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
882,502
shares
|
$18.4 Million
0.01% of portfolio
|
Q4 2024
Added 11.5%
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
Feb 03, 2025 Q4 2024 |
654,477
shares
|
$13.6 Million
2.8% of portfolio
|
Q4 2024
Added 8.07%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
548,557
shares
|
$11.4 Million
1.59% of portfolio
|
Q4 2024
Added 13.81%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
518,957
shares
|
$10.8 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
331,917
shares
|
$6.91 Million
0.01% of portfolio
|
Q4 2024
Reduced 10.74%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
295,799
shares
|
$6.16 Million
0.0% of portfolio
|
Q3 2024
Added 43.63%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
277,960
shares
|
$5.79 Million
0.0% of portfolio
|
Q4 2024
Added 79.04%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
274,733
shares
|
$5.72 Million
0.02% of portfolio
|
Q4 2024
Added 9.9%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
265,993
shares
|
$5.54 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
258,024
shares
|
$5.37 Million
0.36% of portfolio
|
Q4 2024
Added 5.51%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
251,248
shares
|
$5.23 Million
0.14% of portfolio
|
Q4 2023
Reduced 1.01%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
204,833
shares
|
$4.27 Million
2.45% of portfolio
|
Q4 2024
Reduced 3.57%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
185,300
shares
|
$3.86 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.76%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
169,320
shares
|
$3.53 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
162,356
shares
|
$3.38 Million
0.01% of portfolio
|
Q4 2024
Added 3.99%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Feb 03, 2025 Q4 2024 |
134,624
shares
|
$2.8 Million
0.77% of portfolio
|
Q1 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
125,793
shares
|
$2.62 Million
0.0% of portfolio
|
Q3 2024
Added 131.61%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
124,470
shares
|
$2.59 Million
0.02% of portfolio
|
Q4 2024
Added 34.81%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
118,088
shares
|
$2.46 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
86,495
shares
|
$1.8 Million
0.0% of portfolio
|
Q4 2024
Added 16.28%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
85,355
shares
|
$1.78 Million
0.0% of portfolio
|
Q4 2024
Added 49.54%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
65,758
shares
|
$1.37 Million
2.59% of portfolio
|
Q3 2022
Added 7.0%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
56,088
shares
|
$1.17 Million
0.01% of portfolio
|
Q4 2024
Added 535.34%
|