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 59 institutions that hold shares in the stock, with a total of 12.3 Million shares, which have been reported (via 13F filing form) to have a value of $256 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
5,154,936
shares
|
$107 Million
0.01% of portfolio
|
Q3 2024
Added 35.6%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,554,669
shares
|
$32.3 Million
0.01% of portfolio
|
Q3 2024
Added 19.86%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
791,511
shares
|
$16.4 Million
0.01% of portfolio
|
Q3 2024
Added 12.51%
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
Oct 22, 2024 Q3 2024 |
605,583
shares
|
$12.6 Million
2.9% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
481,975
shares
|
$10 Million
1.51% of portfolio
|
Q3 2024
Added 18.99%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
371,854
shares
|
$7.73 Million
0.01% of portfolio
|
Q3 2024
Added 9.28%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
295,799
shares
|
$6.15 Million
0.0% of portfolio
|
Q3 2024
Added 43.63%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
267,861
shares
|
$5.57 Million
0.01% of portfolio
|
Q3 2024
Added 35.47%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
258,024
shares
|
$5.36 Million
0.36% of portfolio
|
Q4 2024
Added 5.51%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
251,248
shares
|
$5.22 Million
0.14% of portfolio
|
Q4 2023
Reduced 1.01%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
249,988
shares
|
$5.19 Million
0.02% of portfolio
|
Q3 2024
Added 14.49%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
212,411
shares
|
$4.41 Million
2.59% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
198,728
shares
|
$4.13 Million
0.01% of portfolio
|
Q3 2024
Reduced 7.83%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
156,131
shares
|
$3.24 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.02%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
155,252
shares
|
$3.23 Million
0.0% of portfolio
|
Q3 2024
Added 118.84%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Nov 05, 2024 Q3 2024 |
134,624
shares
|
$2.8 Million
0.85% of portfolio
|
Q1 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
125,793
shares
|
$2.61 Million
0.0% of portfolio
|
Q3 2024
Added 131.61%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
119,368
shares
|
$2.48 Million
0.0% of portfolio
|
Q3 2024
Added 1.5%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
92,333
shares
|
$1.92 Million
0.01% of portfolio
|
Q3 2024
Reduced 9.7%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
85,355
shares
|
$1.77 Million
0.0% of portfolio
|
Q4 2024
Added 49.54%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
74,388
shares
|
$1.55 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
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%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
53,000
shares
|
$1.1 Million
0.0% of portfolio
|
Q3 2024
Added 38.32%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
51,217
shares
|
$1.06 Million
0.01% of portfolio
|
Q3 2024
Reduced 13.77%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
48,286
shares
|
$1 Million
0.04% of portfolio
|
Q2 2024
New holding
|