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

ETF SER SOLUTIONS

68 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 26922A198·68 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 5.4%
vs prior quarter
13F value held
$220M
72.0% inst. owned
of float
Holders
68
+49 QoQ
filers reporting
Activity
+55 / −100
+924 added · −788 reduced
this quarter
Concentration
38.57%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

68 institutions reported PFLD in Q1 2026. MORGAN STANLEY leads at 38.6% of the visible book. +49 net new institutions vs prior quarter — accumulation reading.

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
$7M338K0.01%Q1 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
Sound Income Strategies, LLC
CIK 0001730960
$4M222K0.21%Q1 202612
Gotham Asset Management, LLC
CIK 0001510387
$4M207K0.01%Q1 202613
AllSquare Wealth Management LLC
CIK 0001633674
$4M192K1.99%Q3 202514
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$3M169K0.01%Q1 202615
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$2M117K0.01%Q2 202516
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$2M109K0.00%Q1 202617
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$2M107K0.00%Q1 202618
Cetera Investment Advisers
CIK 0001666741
$2M102K0.00%Q1 202619
STIFEL FINANCIAL CORP
CIK 0000720672
$1M60K0.00%Q1 202620
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$1M52K0.00%Q1 2026
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