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AAM Transformers ETF (TRFM)

CUSIP: 26922B683 | NYSE | 54 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

LPL Financial LLC2,096,963
0.0% of portfolio›$123.9M
SeaCrest Wealth Management, LLC55,576
0.4% of portfolio›$3.3M
Key Client Fiduciary Advisors, LLC47,998
0.8% of portfolio›$2.8M
Commonwealth Equity Services, LLC32,098
0.0% of portfolio›$1.9M
Truist Financial Corp24,507
0.0% of portfolio›$1.4M
Farmers & Merchants Trust Co of Long Beach20,139
0.2% of portfolio›$1.2M
Cornerstone Wealth Management, LLC14,292
0.0% of portfolio›$844.7K
Independent Financial Group, LLC12,195
0.0% of portfolio›$720.7K
Oppenheimer & Co Inc9,178
0.0% of portfolio›$542.4K
Kestra Private Wealth Services, LLC8,982
0.0% of portfolio›$530.9K
PKS Advisory Services, LLC8,855
0.1% of portfolio›$559.4K
NWF Advisory Services Inc.8,130
0.0% of portfolio›$480.5K
Great Valley Advisor Group, Inc.7,890
0.0% of portfolio›$466.3K
Prospera Financial Services Inc7,429
0.0% of portfolio›$399.4K
Private Trust Co NA5,924
0.0% of portfolio›$350.1K
Kestra Advisory Services, LLC5,800
0.0% of portfolio›$342.8K
Ignite Planners, LLC5,658
0.0% of portfolio›$334.4K
Cambridge Investment Research Advisors, Inc.5,600
0.0% of portfolio›$331.0K
J.W. Cole Advisors, Inc.5,415
0.0% of portfolio›$320.1K
Balboa Wealth Partners5,393
0.0% of portfolio›$318.7K
Strengthening Families & Communities, LLC501
0.0% of portfolio›$29.6K
Wolff Wiese Magana LLC242
0.0% of portfolio›$14.3K
StyleTurnoverLocationFiled
LPL Financial LLC
2,096,963$123.9M0.0%IndexVery LowFort Mill, SC2026-11-06
SeaCrest Wealth Management, LLC
55,576$3.3M0.4%GrowthLowPurchase, NY2026-10-21
Key Client Fiduciary Advisors, LLC
47,998$2.8M0.8%ValueMediumFairfield, NJ2026-10-19
Commonwealth Equity Services, LLC
32,098$1.9M0.0%ETFLowWaltham, MA2026-11-02
Truist Financial Corp
24,507$1.4M0.0%CoreLowCharlotte, NC2026-10-30
Farmers & Merchants Trust Co of Long Beach
20,139$1.2M0.2%CoreVery LowLong Beach, CA2026-10-22
Cornerstone Wealth Management, LLC
14,292$844.7K0.0%ETFLowSt. Peters, MO2026-11-04
Independent Financial Group, LLC
12,195$720.7K0.0%GrowthLowSan Diego, CA2026-10-13
Oppenheimer & Co Inc
9,178$542.4K0.0%CoreLowNew York, NY2026-10-26
Kestra Private Wealth Services, LLC
8,982$530.9K0.0%GrowthLowAustin, TX2026-11-06
PKS Advisory Services, LLC
8,855$559.4K0.1%ETFMediumAlbany, NY2026-10-26
NWF Advisory Services Inc.
8,130$480.5K0.0%GARPLowLos Angeles, CA2026-10-19
Great Valley Advisor Group, Inc.
7,890$466.3K0.0%ETFLowWilmington, DE2026-11-09
Prospera Financial Services Inc
7,429$399.4K0.0%CoreMediumDallas, TX2026-11-04
Private Trust Co NA
5,924$350.1K0.0%CoreLowCleveland, OH2026-10-20
Kestra Advisory Services, LLC
5,800$342.8K0.0%IndexLowAustin, TX2026-11-02
Ignite Planners, LLC
5,658$334.4K0.0%CoreLowSan Clemente, CA2026-10-14
Cambridge Investment Research Advisors, Inc.
5,600$331.0K0.0%ETFLowFairfield, IA2026-11-02
J.W. Cole Advisors, Inc.
5,415$320.1K0.0%CoreLowTampa, FL2026-11-05
Balboa Wealth Partners
5,393$318.7K0.0%GrowthMediumScottsdale, AZ2026-10-20
Strengthening Families & Communities, LLC
501$29.6K0.0%CoreMediumBoston, MA2026-10-21
Wolff Wiese Magana LLC
242$14.3K0.0%GrowthLowCarslbad, CA2026-10-15