Advisors SER TR

CUSIP: 00770X261 | 10 institutional holders

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Institutional Holders — Q1 2025

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PFG Investments, LLC17,771

0.0% of portfolio$272.5K

Royal Bank of Canada3,003

0.0% of portfolio$46.0K

UBS Group AG713

0.0% of portfolio$10.9K

McClarren Financial Advisors, Inc.15

0.0% of portfolio$0

Morgan Stanley1

0.0% of portfolio$19

Proequities, Inc.0

0.0% of portfolio$0

				Style	Turnover	Location	Filed
PFG Investments, LLC	17,771	$272.5K	0.0%	Core	Low	Woodbury, NY	2025-04-22
Royal Bank of Canada	3,003	$46.0K	0.0%	Core	Low	Toronto, Australia	2025-11-21
UBS Group AG	713	$10.9K	0.0%	Core	Medium	Zurich, Switzerland	2025-05-13
McClarren Financial Advisors, Inc.	15	$0	0.0%	ETF	Medium	State College, PA	2025-05-09
Morgan Stanley	1	$19	0.0%	Core	Low	New York, NY	2025-05-15
Proequities, Inc.	0	$0	0.0%	Growth	Very Low	Birmingham, AL	2025-05-14