Institutional Ownership ETF Ser Solutions Aam Low Dura (PFLD)
This table provides information about the institutional ownership of ETF Ser Solutions Aam Low Dura (PFLD). We have compiled data on the 74 institutions that hold shares in the stock, with a total of 15.2 Million shares, which have been reported (via 13F filing form) to have a value of $299 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
5,681,119
shares
|
$112 Million
0.01% of portfolio
|
Q1 2025
Added 8.24%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
2,270,104
shares
|
$44.8 Million
0.01% of portfolio
|
Q1 2025
Added 23.44%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,241,986
shares
|
$24.5 Million
0.01% of portfolio
|
Q1 2025
Added 40.73%
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
May 01, 2025 Q1 2025 |
670,186
shares
|
$13.2 Million
2.79% of portfolio
|
Q1 2025
Added 2.4%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
585,964
shares
|
$11.6 Million
0.0% of portfolio
|
Q1 2025
Added 12.91%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
428,660
shares
|
$8.45 Million
0.0% of portfolio
|
Q1 2025
Added 54.22%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
327,666
shares
|
$6.46 Million
0.02% of portfolio
|
Q1 2025
Added 23.19%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
300,667
shares
|
$5.93 Million
0.02% of portfolio
|
Q1 2025
Added 9.44%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
295,799
shares
|
$5.83 Million
0.0% of portfolio
|
Q3 2024
Added 43.63%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
285,051
shares
|
$5.62 Million
0.01% of portfolio
|
Q1 2025
Reduced 14.12%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
260,527
shares
|
$5.14 Million
0.34% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
251,248
shares
|
$4.95 Million
0.14% of portfolio
|
Q4 2023
Reduced 1.01%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
196,408
shares
|
$3.87 Million
2.39% of portfolio
|
Q1 2025
Reduced 4.11%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
173,067
shares
|
$3.41 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.6%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
165,026
shares
|
$3.25 Million
0.01% of portfolio
|
Q1 2025
Added 1.64%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
May 01, 2025 Q1 2025 |
134,624
shares
|
$2.65 Million
0.85% of portfolio
|
Q1 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
126,243
shares
|
$2.49 Million
0.02% of portfolio
|
Q1 2025
Added 1.42%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
125,793
shares
|
$2.48 Million
0.0% of portfolio
|
Q3 2024
Added 131.61%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
115,655
shares
|
$2.28 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.06%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 01, 2025 Q1 2025 |
103,934
shares
|
$2.05 Million
0.07% of portfolio
|
Q1 2025
Added 235.37%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
92,453
shares
|
$1.82 Million
0.0% of portfolio
|
Q1 2025
Added 6.89%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
91,632
shares
|
$1.81 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
85,400
shares
|
$1.68 Million
0.0% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
May 02, 2025 Q1 2025 |
83,784
shares
|
$1.65 Million
0.45% of portfolio
|
Q1 2025
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
May 15, 2025 Q1 2025 |
75,774
shares
|
$1.49 Million
0.21% of portfolio
|
Q1 2025
Reduced 86.19%
|