13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundMost-boughtAI cap-ex
PFFA

ETFIS SER TR I

205 institutions still hold ETFIS SER TR I as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 26923G822·Exchange Traded Fund·205 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 8.0%
vs prior quarter
13F value held
$215M
72.0% inst. owned
of float
Holders
205
-13 QoQ
filers reporting
Activity
+93 / −50
+898 added · −795 reduced
this quarter
Concentration
19.15%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

205 institutions reported PFFA in Q1 2026. LPL Financial LLC leads at 19.2% of the visible book. -13 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$41M2.0M0.01%Q1 202602
ROYAL BANK OF CANADA
CIK 0001000275
$21M1.0M0.00%Q1 202603
OSAIC HOLDINGS, INC.
CIK 0001677044
$20M990K0.03%Q1 202604
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$18M863K0.00%Q1 202605
Melia Wealth LLC
CIK 0001964047
$16M775K7.63%Q1 202606
MML INVESTORS SERVICES, LLC
CIK 0000701059
$14M700K0.04%Q1 202607
STIFEL FINANCIAL CORP
CIK 0000720672
$9M454K0.01%Q1 202608
Steward Partners Investment Advisory, LLC
CIK 0001723397
$9M453K0.05%Q1 202609
Equitable Holdings, Inc.
CIK 0001333986
$8M388K0.05%Q1 202610
Anderson Financial Strategies, LLC
CIK 0002018166
$8M377K4.49%Q1 202611
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$7M339K0.00%Q1 202612
AdvisorNet Financial, Inc
CIK 0001409362
$6M305K0.32%Q1 202613
INFRASTRUCTURE CAPITAL ADVISORS, LLC
CIK 0001621802
$6M289K0.41%Q1 202614
FOUNDATIONS INVESTMENT ADVISORS, LLC
CIK 0001743404
$5M250K0.06%Q1 202615
Venture Visionary Partners LLC
CIK 0001792283
$5M247K0.17%Q1 202616
Cetera Investment Advisers
CIK 0001666741
$5M239K0.01%Q1 202617
Kestra Advisory Services, LLC
CIK 0001830819
$4M214K0.02%Q1 202618
Sound Income Strategies, LLC
CIK 0001730960
$4M204K0.20%Q1 202619
Future Financial Wealth Managment LLC
CIK 0001801892
$4M189K2.64%Q1 202620
INDEPENDENT FINANCIAL GROUP, LLC
CIK 0000275484
$4M186K0.08%Q1 2026
Page 1 of 11
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