Institutional Ownership ETF Ser Solutions Aam Transfor (TRFM)
This table provides information about the institutional ownership of ETF Ser Solutions Aam Transfor (TRFM). We have compiled data on the 19 institutions that hold shares in the stock, with a total of 1.67 Million shares, which have been reported (via 13F filing form) to have a value of $79 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
1,323,037
shares
|
$62.5 Million
0.02% of portfolio
|
Q3 2025
Added 28.97%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
110,272
shares
|
$5.21 Million
0.01% of portfolio
|
Q3 2025
Added 38.93%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Nov 13, 2025 Q3 2025 |
53,904
shares
|
$2.55 Million
0.3% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
35,276
shares
|
$1.67 Million
0.0% of portfolio
|
Q3 2025
Added 2.22%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
28,760
shares
|
$1.36 Million
0.02% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
25,306
shares
|
$1.2 Million
0.0% of portfolio
|
Q3 2025
Added 19.58%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Oct 27, 2025 Q3 2025 |
21,249
shares
|
$1 Million
0.24% of portfolio
|
Q3 2025
Added 17.98%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
20,936
shares
|
$989,644
0.42% of portfolio
|
Q3 2025
Added 48.17%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
18,584
shares
|
$878,465
0.0% of portfolio
|
Q3 2025
Added 2981.92%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
11,289
shares
|
$533,631
0.0% of portfolio
|
Q3 2025
Added 78.23%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2025 Q3 2025 |
6,068
shares
|
$286,834
0.05% of portfolio
|
Q3 2025
Added 8.42%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
4,734
shares
|
$223,776
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
3,645
shares
|
$172,299
0.02% of portfolio
|
Q3 2025
Added 8.55%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
3,373
shares
|
$159,441
0.0% of portfolio
|
Q2 2025
Added 492.06%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
3,081
shares
|
$145,638
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Strengthening Families & Communities, LLC
|
Nov 04, 2025 Q3 2025 |
500
shares
|
$23,635
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
446
shares
|
$21,082
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
298
shares
|
$14,086
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|