Institutional Ownership Etfis Ser Tr I (PFFA)
This table provides information about the institutional ownership of Etfis Ser Tr I (PFFA). We have compiled data on the 170 institutions that hold shares in the stock, with a total of 12.4 Million shares, which have been reported (via 13F filing form) to have a value of $271 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
117,193
shares
|
$2.54 Million
0.0% of portfolio
|
Q4 2024
Added 15.74%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
102,385
shares
|
$2.22 Million
0.21% of portfolio
|
Q4 2024
Added 9.99%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
99,429
shares
|
$2.16 Million
0.0% of portfolio
|
Q4 2024
Added 68.2%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
98,198
shares
|
$2.13 Million
0.0% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
97,255
shares
|
$2.11 Million
0.01% of portfolio
|
Q4 2024
Added 386.52%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
95,631
shares
|
$2.07 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
92,135
shares
|
$2 Million
0.25% of portfolio
|
Q4 2024
Added 4.13%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
84,949
shares
|
$1.84 Million
0.07% of portfolio
|
Q4 2024
Reduced 2.1%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Feb 11, 2025 Q4 2024 |
84,783
shares
|
$1.84 Million
0.83% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
76,448
shares
|
$1.66 Million
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
74,319
shares
|
$1.61 Million
0.44% of portfolio
|
Q4 2024
Added 33.31%
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
72,115
shares
|
$1.56 Million
0.81% of portfolio
|
Q1 2023
Added 57.18%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
70,095
shares
|
$1.52 Million
0.04% of portfolio
|
Q4 2024
Added 69.03%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
60,537
shares
|
$1.31 Million
0.09% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Feb 06, 2025 Q4 2024 |
60,240
shares
|
$1.31 Million
1.33% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
59,580
shares
|
$1.29 Million
0.0% of portfolio
|
Q3 2024
Added 30.52%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
55,524
shares
|
$1.2 Million
0.03% of portfolio
|
Q4 2024
Reduced 3.19%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
54,307
shares
|
$1.18 Million
0.19% of portfolio
|
Q4 2024
Added 11.83%
|
|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
53,763
shares
|
$1.17 Million
1.03% of portfolio
|
Q3 2022
New holding
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jan 28, 2025 Q4 2024 |
50,036
shares
|
$1.08 Million
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Jan 31, 2025 Q4 2024 |
50,012
shares
|
$1.08 Million
0.24% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
49,450
shares
|
$1.07 Million
0.34% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
49,000
shares
|
$1.06 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jackson Thornton Asset Management, LLC
|
Feb 11, 2025 Q4 2024 |
49,000
shares
|
$1.06 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
45,866
shares
|
$994,374
0.04% of portfolio
|
Q4 2024
Added 14.2%
|