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 57 institutions that hold shares in the stock, with a total of 12.3 Million shares, which have been reported (via 13F filing form) to have a value of $259 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
48,286
shares
|
$1.02 Million
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
47,696
shares
|
$1 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
31,318
shares
|
$659,557
0.0% of portfolio
|
Q3 2024
Added 5.22%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
31,189
shares
|
$656,840
0.03% of portfolio
|
Q3 2024
Added 26.83%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
29,906
shares
|
$629,820
0.02% of portfolio
|
Q3 2024
Reduced 87.38%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
26,252
shares
|
$552,867
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
25,000
shares
|
$526,500
0.03% of portfolio
|
Q2 2021
New holding
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
24,625
shares
|
$518,602
0.02% of portfolio
|
Q3 2024
Reduced 7.34%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
23,000
shares
|
$484,379
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
20,014
shares
|
$421,494
0.02% of portfolio
|
Q3 2024
Added 4.22%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
19,353
shares
|
$407,574
0.01% of portfolio
|
Q3 2024
Added 7.58%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
18,625
shares
|
$392,242
0.0% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
16,825
shares
|
$354,334
0.03% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
14,513
shares
|
$305,643
0.01% of portfolio
|
Q3 2024
Added 370.59%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
12,300
shares
|
$259,037
0.06% of portfolio
|
Q1 2024
Reduced 11.51%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
12,240
shares
|
$257,774
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
10,561
shares
|
$222,414
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
10,467
shares
|
$220,435
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
10,063
shares
|
$211,926
0.01% of portfolio
|
Q3 2024
Reduced 17.38%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
10,017
shares
|
$210,958
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
9,942
shares
|
$209,378
0.0% of portfolio
|
Q3 2024
Reduced 24.66%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
8,828
shares
|
$185,917
0.0% of portfolio
|
Q3 2024
Added 237.08%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
5,110
shares
|
$107,616
0.02% of portfolio
|
Q2 2024
Reduced 2.85%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
4,700
shares
|
$98,982
0.01% of portfolio
|
Q3 2024
Added 27.03%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,195
shares
|
$25,166
0.01% of portfolio
|
Q3 2023
New holding
|