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 |
|---|---|---|---|---|---|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
15,309
shares
|
$299,597
0.0% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
15,021
shares
|
$293,960
0.0% of portfolio
|
Q1 2025
Reduced 53.35%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
14,460
shares
|
$282,982
0.01% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
14,000
shares
|
$273,980
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
13,754
shares
|
$269,165
0.02% of portfolio
|
Q1 2025
Reduced 12.56%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
May 14, 2025 Q4 2024 |
13,185
shares
|
$258,030
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
12,869
shares
|
$251,846
0.03% of portfolio
|
Q1 2025
Added 98.17%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
12,300
shares
|
$240,711
0.06% of portfolio
|
Q1 2024
Reduced 11.51%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
12,240
shares
|
$239,536
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
11,611
shares
|
$227,227
0.02% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
10,975
shares
|
$214,780
0.0% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
10,000
shares
|
$195,700
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
8,292
shares
|
$162,274
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
5,110
shares
|
$100,002
0.02% of portfolio
|
Q2 2024
Reduced 2.85%
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Apr 15, 2025 Q1 2025 |
2,701
shares
|
$52,858
0.05% of portfolio
|
Q1 2025
Added 1.92%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,195
shares
|
$23,386
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Webster Bank, N. A.
|
Apr 04, 2025 Q1 2025 |
735
shares
|
$14,383
0.0% of portfolio
|
Q1 2025
Added 12.73%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
700
shares
|
$13,699
0.0% of portfolio
|
Q4 2021
Reduced 57.14%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
533
shares
|
$10,430
0.0% of portfolio
|
Q1 2025
Added 1515.15%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
449
shares
|
$8,786
0.0% of portfolio
|
Q4 2024
Added 19.1%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
100
shares
|
$1,957
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
2
shares
|
$39
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|