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 77 institutions that hold shares in the stock, with a total of 15.2 Million shares, which have been reported (via 13F filing form) to have a value of $300 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
5,681,119
shares
|
$112 Million
0.01% of portfolio
|
Q1 2025
Added 8.24%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
2,270,104
shares
|
$44.7 Million
0.01% of portfolio
|
Q1 2025
Added 23.44%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
1,195,922
shares
|
$23.5 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.71%
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
Jul 21, 2025 Q2 2025 |
671,076
shares
|
$13.2 Million
2.47% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
585,964
shares
|
$11.5 Million
0.0% of portfolio
|
Q1 2025
Added 12.91%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
428,660
shares
|
$8.44 Million
0.0% of portfolio
|
Q1 2025
Added 54.22%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
366,927
shares
|
$7.22 Million
0.02% of portfolio
|
Q2 2025
Added 11.98%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
295,799
shares
|
$5.82 Million
0.0% of portfolio
|
Q3 2024
Added 43.63%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
287,444
shares
|
$5.66 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.4%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
285,051
shares
|
$5.61 Million
0.01% of portfolio
|
Q1 2025
Reduced 14.12%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
258,113
shares
|
$5.08 Million
0.31% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
251,248
shares
|
$4.94 Million
0.14% of portfolio
|
Q4 2023
Reduced 1.01%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
196,408
shares
|
$3.87 Million
2.39% of portfolio
|
Q1 2025
Reduced 4.11%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
165,026
shares
|
$3.25 Million
0.01% of portfolio
|
Q1 2025
Added 1.64%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
164,770
shares
|
$3.24 Million
0.01% of portfolio
|
Q2 2025
Added 79.82%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
158,268
shares
|
$3.11 Million
0.01% of portfolio
|
Q2 2025
Reduced 8.55%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Aug 07, 2025 Q2 2025 |
134,624
shares
|
$2.65 Million
0.7% of portfolio
|
Q1 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
125,793
shares
|
$2.48 Million
0.0% of portfolio
|
Q3 2024
Added 131.61%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
124,848
shares
|
$2.46 Million
0.0% of portfolio
|
Q2 2025
Added 7.95%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
122,398
shares
|
$2.41 Million
0.06% of portfolio
|
Q2 2025
Added 17.77%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
116,691
shares
|
$2.3 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.57%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
92,453
shares
|
$1.82 Million
0.0% of portfolio
|
Q1 2025
Added 6.89%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
89,316
shares
|
$1.76 Million
0.0% of portfolio
|
Q2 2025
Added 4.59%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
May 02, 2025 Q1 2025 |
83,784
shares
|
$1.65 Million
0.45% of portfolio
|
Q1 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
77,173
shares
|
$1.52 Million
0.0% of portfolio
|
Q2 2025
Added 16.04%
|