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

ETF SER SOLUTIONS

39 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 26922B683·39 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$111M
visible holders
Holders
39
filers reporting
Concentration
65.46%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

39 institutions reported TRFM in Q1 2026. LPL Financial LLC leads at 65.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$73M1.6M0.02%Q1 202602
OSAIC HOLDINGS, INC.
CIK 0001677044
$8M163K0.01%Q1 202603
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$4M84K0.00%Q1 202604
Cetera Investment Advisers
CIK 0001666741
$4M77K0.00%Q1 202605
SeaCrest Wealth Management, LLC
CIK 0001728121
$4M57K0.40%Q2 202606
Key Client Fiduciary Advisors, LLC
CIK 0001912612
$3M47K0.85%Q2 202607
STIFEL FINANCIAL CORP
CIK 0000720672
$2M51K0.00%Q1 202608
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$2M31K0.00%Q2 202609
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$2M30K0.00%Q2 202610
KESTRA PRIVATE WEALTH SERVICES, LLC
CIK 0001649451
$2M29K0.02%Q2 202611
Ausdal Financial Partners, Inc.
CIK 0001667146
$1M28K0.06%Q1 202612
Farmers & Merchants Trust Co of Long Beach
CIK 0001737090
$1M20K0.28%Q2 202613
TRUIST FINANCIAL CORP
CIK 0000092230
$1M20K0.00%Q2 202614
PRINCIPAL SECURITIES, INC.
CIK 0000012600
$1M19K0.01%Q2 202615
INDEPENDENT FINANCIAL GROUP, LLC
CIK 0000275484
$750K12K0.01%Q2 202616
Cornerstone Wealth Management, LLC
CIK 0001674117
$740K12K0.03%Q2 202617
OPPENHEIMER & CO INC
CIK 0000822581
$575K9K0.01%Q2 202618
PKS Advisory Services, LLC
CIK 0001605401
$559K9K0.09%Q2 202619
Kestra Advisory Services, LLC
CIK 0001830819
$535K8K0.00%Q2 202620
NWF Advisory Services Inc.
CIK 0002045735
$501K8K0.05%Q2 2026
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