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 16 institutions that hold shares in the stock, with a total of 3.34 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 |
Apr 17, 2025 Q1 2025 |
1,444,766
shares
|
$0
1.04% of portfolio
|
Q1 2025
New holding
|
|
|
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
|
May 14, 2025 Q1 2025 |
64,784
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 2.9%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
32,355
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
23,806
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 6.53%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
11,045
shares
|
$0
0.01% of portfolio
|
Q1 2025
Reduced 36.32%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
9,914
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 16.46%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
9,094
shares
|
$0
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
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.
|
May 21, 2025 Q1 2025 |
3,691
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,065
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 82.64%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
526
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
222
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 36.93%
|
|
|
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 |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|