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 1.38 Million shares, which have been reported (via 13F filing form) to have a value of $62.5 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
|
$46.6 Million
0.02% of portfolio
|
Q2 2025
Added 7.29%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
79,373
shares
|
$3.61 Million
0.01% of portfolio
|
Q2 2025
Added 276.41%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
64,255
shares
|
$2.92 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
|
$2.45 Million
0.26% of portfolio
|
Q2 2025
Added 37.13%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
34,510
shares
|
$1.57 Million
0.0% of portfolio
|
Q2 2025
Added 35.17%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
28,607
shares
|
$1.3 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.98%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
21,162
shares
|
$961,601
0.0% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
19,757
shares
|
$897,758
0.0% of portfolio
|
Q2 2025
Added 492.06%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jul 17, 2025 Q2 2025 |
18,011
shares
|
$818,419
0.18% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
14,130
shares
|
$642,067
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
6,334
shares
|
$287,816
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
5,597
shares
|
$254,327
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
3,358
shares
|
$152,587
0.01% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
603
shares
|
$27,400
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Strengthening Families & Communities, LLC
|
Jul 24, 2025 Q2 2025 |
500
shares
|
$22,720
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
446
shares
|
$20,266
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
|