Institutional Ownership ETF Ser Solutions Aam Transfor (TRFM)
This table provides information about the institutional ownership of ETF Ser Solutions Aam Transfor (TRFM). We have compiled data on the 17 institutions that hold shares in the stock, with a total of 1.39 Million shares, which have been reported (via 13F filing form) to have a value of $69.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
1,025,869
shares
|
$51.1 Million
0.02% of portfolio
|
Q2 2025
Added 7.29%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
79,373
shares
|
$3.96 Million
0.01% of portfolio
|
Q2 2025
Added 276.41%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
64,255
shares
|
$3.2 Million
0.0% of portfolio
|
Q2 2025
Added 37.63%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
53,856
shares
|
$2.68 Million
0.26% of portfolio
|
Q2 2025
Added 37.13%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
35,276
shares
|
$1.76 Million
0.0% of portfolio
|
Q3 2025
Added 2.22%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
28,607
shares
|
$1.43 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.98%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Oct 27, 2025 Q3 2025 |
21,249
shares
|
$1.06 Million
0.24% of portfolio
|
Q3 2025
Added 17.98%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
21,162
shares
|
$1.05 Million
0.0% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
20,936
shares
|
$1.04 Million
0.42% of portfolio
|
Q3 2025
Added 48.17%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
19,757
shares
|
$984,886
0.0% of portfolio
|
Q2 2025
Added 492.06%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
6,334
shares
|
$315,749
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
5,597
shares
|
$279,010
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
3,645
shares
|
$181,703
0.02% of portfolio
|
Q3 2025
Added 8.55%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
603
shares
|
$30,059
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Strengthening Families & Communities, LLC
|
Jul 24, 2025 Q2 2025 |
500
shares
|
$24,925
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
446
shares
|
$22,233
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|