Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in ETF Series Solutions - AAM Low Duration Preferred and Income Securities ETF include Global Financial Private Client, LLC, Goldman Sachs Group Inc, Foundations Investment Advisors, LLC, Cullen/frost Bankers, Inc., Alpine Bank Wealth Management, Massmutual Trust Co Fsb/adv, Global Retirement Partners, LLC, and Cwm, Llc .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 406,147 | 23.95 | 7,965 | 20.32 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 48,686 | 0.83 | 955 | -2.15 | ||||
| 2025-08-28 | NP | YFYA - Yields for You Income Strategy A ETF | 267,749 | 3.01 | 5,251 | 0.00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 133 | 3 | ||||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 39,575 | 11.71 | 1 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 27,813 | 545 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 26,883 | 18.62 | 527 | 13.33 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 20,867 | 44.31 | 409 | 37.71 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 122,398 | 17.77 | 2,400 | 14.34 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 11,253 | 221 | ||||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 83,901 | 0.14 | 1,645 | -2.78 | ||||
| 2025-08-14 | 13F | UBS Group AG | 48,041 | 942 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 77,173 | 16.04 | 1,513 | 12.66 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 14,124 | 0.89 | 277 | -2.13 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 164,770 | 79.82 | 3,223 | 74.16 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2,651,784 | 16.81 | 52,001 | 13.40 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 11,752 | 1.21 | 230 | -1.71 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 43,307 | 57.63 | 849 | 53.25 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 113,924 | 89.60 | 2,234 | 84.17 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 36,224 | 2.28 | 710 | -0.70 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 22,212 | 436 | ||||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 7,410 | 145 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 124,848 | 7.95 | 2 | 0.00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 50 | 0 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 13,369 | 3.89 | 262 | 1.16 | ||||
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 2,751 | 1.85 | 54 | -1.85 | ||||
| 2025-07-21 | 13F | Rainey & Randall Investment Management Inc. | 671,076 | 0.13 | 13,240 | -2.78 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 103,553 | 12.01 | 2,031 | 8.73 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 24,012 | 0.60 | 471 | -2.49 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 89,316 | 4.59 | 2 | 0.00 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 166,055 | 0.62 | 3,256 | -2.31 | ||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 5,185 | 102 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 20,808 | 408 | ||||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 2,097 | 41 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 73,866 | 23.03 | 1,449 | 19.47 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 0 | 0 | ||||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 37,373 | 15.98 | 755 | 13.90 |
