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 74 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 $297 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
66,508
shares
|
$1.3 Million
0.0% of portfolio
|
Q1 2025
Added 24.18%
|
|
|
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
|
$1.17 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
|
$1.04 Million
0.05% of portfolio
|
Q1 2025
Added 23.35%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
48,286
shares
|
$944,957
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
May 15, 2025 Q1 2025 |
37,373
shares
|
$731,389
0.5% of portfolio
|
Q1 2025
Added 15.98%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
36,510
shares
|
$714,500
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
35,425
shares
|
$693,267
0.03% of portfolio
|
Q1 2025
Added 39.33%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
35,418
shares
|
$693,130
0.02% of portfolio
|
Q1 2025
Added 8.95%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
27,473
shares
|
$537,646
0.01% of portfolio
|
Q1 2025
Added 55.44%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
May 12, 2025 Q1 2025 |
27,017
shares
|
$528,722
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
25,574
shares
|
$500,483
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
May 14, 2025 Q1 2025 |
25,000
shares
|
$489,250
0.03% of portfolio
|
Q2 2021
New holding
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
24,205
shares
|
$473,691
0.01% of portfolio
|
Q1 2025
Added 56.35%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
23,868
shares
|
$467,096
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
23,000
shares
|
$450,110
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
22,663
shares
|
$443,514
0.02% of portfolio
|
Q4 2024
Added 13.24%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Apr 28, 2025 Q1 2025 |
19,665
shares
|
$384,844
0.4% of portfolio
|
Q1 2025
Added 3.14%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
19,260
shares
|
$376,918
0.0% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
18,271
shares
|
$357,563
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
18,035
shares
|
$352,944
0.0% of portfolio
|
Q1 2025
Reduced 47.05%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
16,884
shares
|
$330,419
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
16,800
shares
|
$328,776
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
15,781
shares
|
$308,834
0.0% of portfolio
|
Q1 2025
Reduced 71.86%
|