13F Insight
DOSSIER · 13F Holders · Q1 2026
PFLD

ETF SER SOLUTIONS

69 institutions still hold ETF SER SOLUTIONS as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 26922A198·69 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$224M
visible holders
Holders
69
filers reporting
Concentration
37.93%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

69 institutions reported PFLD in Q1 2026. MORGAN STANLEY leads at 37.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$85M4.4M0.01%Q1 202602
WELLS FARGO & COMPANY/MN
CIK 0000072971
$45M2.3M0.01%Q1 202603
LPL Financial LLC
CIK 0001403438
$13M689K0.00%Q1 202604
RAINEY & RANDALL WEALTH ADVISORS INC.
CIK 0001728355
$10M518K1.64%Q1 202605
ROYAL BANK OF CANADA
CIK 0001000275
$9M447K0.00%Q1 202606
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$8M434K0.00%Q1 202607
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$7M337K0.01%Q2 202608
OSAIC HOLDINGS, INC.
CIK 0001677044
$6M310K0.01%Q1 202609
L2 Asset Management, LLC
CIK 0001686988
$6M297K0.78%Q4 202510
Teucrium Investment Advisors, LLC
CIK 0002055352
$5M267K4.02%Q1 202611
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$5M238K0.01%Q1 202612
Sound Income Strategies, LLC
CIK 0001730960
$4M217K0.19%Q2 202613
Gotham Asset Management, LLC
CIK 0001510387
$4M207K0.01%Q1 202614
AllSquare Wealth Management LLC
CIK 0001633674
$4M192K1.99%Q3 202515
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$3M169K0.01%Q1 202616
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$2M117K0.01%Q2 202517
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$2M109K0.00%Q1 202618
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$2M107K0.00%Q1 202619
Cetera Investment Advisers
CIK 0001666741
$2M102K0.00%Q1 202620
Janney Montgomery Scott LLC
CIK 0001329948
$1M67K0.00%Q1 2026
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