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 76 institutions that hold shares in the stock, with a total of 15 Million shares, which have been reported (via 13F filing form) to have a value of $296 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
5,158,182
shares
|
$102 Million
0.01% of portfolio
|
Q2 2025
Reduced 9.2%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
2,651,784
shares
|
$52.4 Million
0.01% of portfolio
|
Q2 2025
Added 16.81%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
1,195,922
shares
|
$23.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.71%
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
Jul 21, 2025 Q2 2025 |
671,076
shares
|
$13.3 Million
2.47% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
585,692
shares
|
$11.6 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
406,147
shares
|
$8.02 Million
0.02% of portfolio
|
Q2 2025
Added 10.69%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
354,838
shares
|
$7.01 Million
0.0% of portfolio
|
Q2 2025
Reduced 17.22%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
295,799
shares
|
$5.84 Million
0.0% of portfolio
|
Q3 2024
Added 43.63%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
287,444
shares
|
$5.68 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.4%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
258,113
shares
|
$5.1 Million
0.31% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
251,248
shares
|
$4.96 Million
0.14% of portfolio
|
Q4 2023
Reduced 1.01%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
193,375
shares
|
$3.82 Million
2.16% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
170,215
shares
|
$3.36 Million
0.0% of portfolio
|
Q2 2025
Reduced 40.29%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
166,055
shares
|
$3.28 Million
0.01% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
164,770
shares
|
$3.25 Million
0.01% of portfolio
|
Q2 2025
Added 79.82%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
158,268
shares
|
$3.13 Million
0.01% of portfolio
|
Q2 2025
Reduced 8.55%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Aug 07, 2025 Q2 2025 |
134,624
shares
|
$2.66 Million
0.7% of portfolio
|
Q1 2024
New holding
|
|
|
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
|
Aug 06, 2025 Q2 2025 |
124,848
shares
|
$2.47 Million
0.0% of portfolio
|
Q2 2025
Added 7.95%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
122,398
shares
|
$2.42 Million
0.06% of portfolio
|
Q2 2025
Added 17.77%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
116,691
shares
|
$2.3 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.57%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
113,924
shares
|
$2.25 Million
0.01% of portfolio
|
Q2 2025
Added 89.6%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
103,553
shares
|
$2.05 Million
0.0% of portfolio
|
Q2 2025
Added 12.01%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
89,316
shares
|
$1.76 Million
0.0% of portfolio
|
Q2 2025
Added 4.59%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Aug 14, 2025 Q2 2025 |
83,901
shares
|
$1.66 Million
0.37% of portfolio
|
Q2 2025
Added 0.14%
|