Institutional Ownership Trimtabs ETF Tr Donoghue Forli (DFRA)
This table provides information about the institutional ownership of Trimtabs ETF Tr Donoghue Forli (DFRA). We have compiled data on the 15 institutions that hold shares in the stock, with a total of 3.46 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,597,117
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
1,559,749
shares
|
$0
0.96% of portfolio
|
Q2 2025
Added 7.96%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jul 22, 2025 Q2 2025 |
128,457
shares
|
$0
0.59% of portfolio
|
Q2 2025
Added 11.44%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
61,726
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 4.72%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
36,321
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 12.26%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
26,369
shares
|
$0
0.03% of portfolio
|
Q2 2025
Added 138.74%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
20,906
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 12.18%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jul 29, 2025 Q2 2025 |
10,327
shares
|
$0
0.01% of portfolio
|
Q2 2025
Added 13.56%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jul 21, 2025 Q2 2025 |
8,813
shares
|
$0
0.06% of portfolio
|
Q2 2025
Added 1.65%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
7,382
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
2,065
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 82.64%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
526
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
277
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 24.77%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
35
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|