Who Owns ETF SER SOLUTIONS (PFLD)? -- Institutional Holders (2026-03-31)

75 institutions reported holding $238.4M of ETF SER SOLUTIONS (PFLD) in SEC 13F filings for 2026-03-31. Largest institutional holders: MORGAN STANLEY ($84.8M), WELLS FARGO & COMPANY/MN ($45.0M), L2 Asset Management, LLC ($13.9M), LPL Financial LLC ($13.3M), RAINEY & RANDALL WEALTH ADVISORS INC. ($10.1M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$84.8M4.4MAdded
2WELLS FARGO & COMPANY/MN$45.0M2.3MTrimmed
3L2 Asset Management, LLC$13.9M718,661Added
4LPL Financial LLC$13.3M688,879Trimmed
5RAINEY & RANDALL WEALTH ADVISORS INC.$10.1M517,740Trimmed
6Royal Bank of Canada$8.7M446,999Trimmed
7RAYMOND JAMES FINANCIAL INC$8.4M434,249Trimmed
8WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$6.6M337,862Trimmed
9OSAIC HOLDINGS, INC.$6.0M310,297Trimmed
10Teucrium Investment Advisors, LLC$5.2M267,477Trimmed
11Cambridge Investment Research Advisors, Inc.$4.6M237,791Trimmed
12Sound Income Strategies, LLC$4.3M221,638Trimmed
13Gotham Asset Management, LLC$4.0M207,348Added
14CAPTRUST FINANCIAL ADVISORS$3.3M169,425Added
15COMMONWEALTH EQUITY SERVICES, LLC$2.1M108,854Added
16JANE STREET GROUP, LLC$2.1M106,676Trimmed
17Cetera Investment Advisers$2.0M102,062Trimmed
18Janney Montgomery Scott LLC$1.3M67,398Trimmed
19STIFEL FINANCIAL CORP$1.2M59,711Trimmed
20CITADEL ADVISORS LLC$1.1M55,718Added
21ENVESTNET ASSET MANAGEMENT INC$1.0M52,132Trimmed
22IFP Advisors, Inc$934,81748,286Hold
23Bleakley Financial Group, LLC$881,46145,530Trimmed
24Kestra Advisory Services, LLC$870,72344,975Trimmed
25INDEPENDENT FINANCIAL GROUP, LLC$845,45143,670Added

Source: SEC Form 13F filings · as of 2026-03-31