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 14 institutions that hold shares in the stock, with a total of 1.22 Million shares, which have been reported (via 13F filing form) to have a value of $43 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
956,205
shares
|
$33.6 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.79%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
75,571
shares
|
$2.66 Million
0.01% of portfolio
|
Q1 2025
Added 483.33%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
46,688
shares
|
$1.64 Million
0.0% of portfolio
|
Q1 2025
Added 85.82%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
39,274
shares
|
$1.38 Million
0.16% of portfolio
|
Q1 2025
Reduced 13.09%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
30,107
shares
|
$1.06 Million
0.02% of portfolio
|
Q1 2025
Added 3.65%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
25,531
shares
|
$897,925
0.0% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
21,062
shares
|
$740,750
0.0% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Apr 17, 2025 Q1 2025 |
18,011
shares
|
$633,446
0.18% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
3,404
shares
|
$119,718
0.01% of portfolio
|
Q3 2024
Added 10.56%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
3,337
shares
|
$117,362
0.0% of portfolio
|
Q1 2025
Reduced 58.13%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,200
shares
|
$42,204
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Strengthening Families & Communities, LLC
|
May 12, 2025 Q1 2025 |
500
shares
|
$17,585
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
446
shares
|
$15,685
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|