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 |
|---|---|---|---|---|---|
|
Coppell Advisory Solutions LLC
Coppell, TX |
May 15, 2025 Q1 2025 |
75,774
shares
|
$1.49 Million
0.21% of portfolio
|
Q1 2025
Reduced 86.19%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
65,758
shares
|
$1.29 Million
2.59% of portfolio
|
Q3 2022
Added 7.0%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
60,087
shares
|
$1.18 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
60,037
shares
|
$1.18 Million
0.01% of portfolio
|
Q1 2025
Added 7.86%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
53,110
shares
|
$1.05 Million
0.05% of portfolio
|
Q1 2025
Added 23.35%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
48,686
shares
|
$958,140
0.03% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
48,041
shares
|
$945,446
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
43,307
shares
|
$852,281
0.01% of portfolio
|
Q2 2025
Added 57.63%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
39,575
shares
|
$778,836
0.03% of portfolio
|
Q2 2025
Added 11.71%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
May 15, 2025 Q1 2025 |
37,373
shares
|
$735,500
0.5% of portfolio
|
Q1 2025
Added 15.98%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
36,224
shares
|
$712,888
0.01% of portfolio
|
Q2 2025
Added 2.28%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
26,883
shares
|
$529,057
0.03% of portfolio
|
Q2 2025
Added 18.62%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Aug 07, 2025 Q2 2025 |
25,000
shares
|
$492,000
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
24,205
shares
|
$476,354
0.01% of portfolio
|
Q1 2025
Added 56.35%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
24,038
shares
|
$473,067
0.01% of portfolio
|
Q2 2025
Reduced 6.01%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
23,868
shares
|
$469,722
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
23,000
shares
|
$452,640
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jul 10, 2025 Q2 2025 |
22,212
shares
|
$437,132
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
20,867
shares
|
$410,662
0.01% of portfolio
|
Q2 2025
Added 44.31%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jul 15, 2025 Q2 2025 |
18,985
shares
|
$373,624
0.35% of portfolio
|
Q2 2025
Reduced 3.46%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
16,800
shares
|
$330,624
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
15,903
shares
|
$312,971
0.01% of portfolio
|
Q2 2025
Reduced 12.96%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
15,404
shares
|
$303,150
0.0% of portfolio
|
Q2 2025
Reduced 2.39%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
15,021
shares
|
$295,613
0.0% of portfolio
|
Q1 2025
Reduced 53.35%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
14,901
shares
|
$293,251
0.0% of portfolio
|
Q2 2025
Reduced 17.38%
|