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 |
|---|---|---|---|---|---|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
14,000
shares
|
$275,520
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
13,369
shares
|
$263,101
0.03% of portfolio
|
Q2 2025
Added 3.89%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Aug 12, 2025 Q1 2025 |
13,051
shares
|
$256,843
0.04% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
12,300
shares
|
$242,064
0.06% of portfolio
|
Q1 2024
Reduced 11.51%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
12,250
shares
|
$241,080
0.02% of portfolio
|
Q2 2025
Reduced 10.94%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
12,240
shares
|
$240,883
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
11,611
shares
|
$228,504
0.02% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
11,253
shares
|
$221,459
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
11,061
shares
|
$217,680
0.0% of portfolio
|
Q2 2025
Reduced 34.49%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
10,564
shares
|
$207,899
0.0% of portfolio
|
Q2 2025
Reduced 3.74%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
10,000
shares
|
$196,800
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
8,292
shares
|
$163,186
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
7,410
shares
|
$145,828
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
5,185
shares
|
$102,040
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Jul 17, 2025 Q2 2025 |
2,751
shares
|
$54,139
0.05% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
2,097
shares
|
$41,268
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,195
shares
|
$23,517
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
735
shares
|
$14,464
0.0% of portfolio
|
Q1 2025
Added 12.73%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
700
shares
|
$13,776
0.0% of portfolio
|
Q4 2021
Reduced 57.14%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
533
shares
|
$10,489
0.0% of portfolio
|
Q1 2025
Added 1515.15%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
449
shares
|
$8,836
0.0% of portfolio
|
Q4 2024
Added 19.1%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
133
shares
|
$2,617
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
100
shares
|
$1,968
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
50
shares
|
$984
0.0% of portfolio
|
Q2 2025
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
|