Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in ETF Series Solutions - AAM S&P 500 High Dividend Value ETF include Baker Avenue Asset Management, LP .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | GWM Advisors LLC | 6,311 | 36.54 | 205 | 36.00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 37,384 | 0.07 | 1,213 | -0.16 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 6,764 | 0.13 | 219 | 0.00 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 10,000 | 324 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 349 | 11 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 151,038 | 1.88 | 4,900 | 1.60 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 172,879 | 35.96 | 5,608 | 35.59 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 21,583 | 3.89 | 1 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 2,743 | 309.40 | 89 | 319.05 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 125 | 0.81 | 4 | 0.00 | ||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 16,891 | 55.35 | 548 | 54.96 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 22,700 | 59.86 | 736 | 59.65 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1,701 | 1.07 | 55 | 1.85 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 310,235 | 5.74 | 10,064 | 5.45 |
