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 53 institutions that hold shares in the stock, with a total of 10.4 Million shares, which have been reported (via 13F filing form) to have a value of $220 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
3,801,544
shares
|
$79.9 Million
0.01% of portfolio
|
Q1 2024
Added 40.84%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
1,297,025
shares
|
$27.3 Million
0.01% of portfolio
|
Q2 2024
New holding
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
703,525
shares
|
$14.8 Million
0.01% of portfolio
|
Q2 2024
Added 9.08%
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
Aug 07, 2024 Q2 2024 |
597,740
shares
|
$12.6 Million
3.13% of portfolio
|
Q2 2024
Added 7.8%
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 15, 2024 Q2 2024 |
405,064
shares
|
$8.52 Million
1.4% of portfolio
|
Q2 2024
New holding
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
340,287
shares
|
$7.16 Million
0.01% of portfolio
|
Q2 2024
Added 5.88%
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
251,248
shares
|
$5.28 Million
0.14% of portfolio
|
Q4 2023
Reduced 1.01%
|
|
Sound Income Strategies, LLC
|
Jul 12, 2024 Q2 2024 |
245,471
shares
|
$5.16 Million
0.41% of portfolio
|
Q2 2024
Added 3.69%
|
|
Simplicity Wealth,Llc
|
Jul 10, 2024 Q2 2024 |
237,049
shares
|
$4.99 Million
0.12% of portfolio
|
Q2 2024
Reduced 0.38%
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Aug 12, 2024 Q2 2024 |
237,049
shares
|
$4.99 Million
0.14% of portfolio
|
Q2 2024
Reduced 0.38%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
218,347
shares
|
$4.59 Million
0.02% of portfolio
|
Q2 2024
Added 14.44%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
215,599
shares
|
$4.53 Million
0.01% of portfolio
|
Q2 2024
Reduced 13.27%
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 12, 2024 Q2 2024 |
212,849
shares
|
$4.48 Million
2.71% of portfolio
|
Q2 2024
Reduced 2.2%
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
205,950
shares
|
$4.33 Million
0.0% of portfolio
|
Q2 2024
Added 32.72%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
197,720
shares
|
$4.16 Million
0.01% of portfolio
|
Q2 2024
Reduced 30.05%
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
160,999
shares
|
$3.39 Million
0.01% of portfolio
|
Q2 2024
Added 2.89%
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Jul 30, 2024 Q2 2024 |
134,624
shares
|
$2.83 Million
1.05% of portfolio
|
Q1 2024
New holding
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
117,605
shares
|
$2.47 Million
0.0% of portfolio
|
Q2 2024
Added 548.96%
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
102,251
shares
|
$2.15 Million
0.02% of portfolio
|
Q2 2024
Reduced 2.32%
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
76,625
shares
|
$1.61 Million
0.0% of portfolio
|
Q2 2024
Reduced 5.04%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
70,944
shares
|
$1.49 Million
0.0% of portfolio
|
Q2 2024
Added 16.24%
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
65,758
shares
|
$1.38 Million
2.59% of portfolio
|
Q3 2022
Added 7.0%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
59,394
shares
|
$1.25 Million
0.01% of portfolio
|
Q2 2024
Added 10.48%
|
|
Key Client Fiduciary Advisors, LLC
|
Jul 16, 2024 Q2 2024 |
54,648
shares
|
$1.15 Million
0.63% of portfolio
|
Q2 2024
Reduced 3.36%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
54,312
shares
|
$1.14 Million
0.0% of portfolio
|
Q2 2024
Added 25.47%
|