19 institutions reported holding $19.6M of ETF SER SOLUTIONS (TRFM) in SEC 13F filings for 2026-06-30. Largest institutional holders: SeaCrest Wealth Management, LLC ($3.6M), Key Client Fiduciary Advisors, LLC ($3.0M), ENVESTNET ASSET MANAGEMENT INC ($2.0M), COMMONWEALTH EQUITY SERVICES, LLC ($1.9M), KESTRA PRIVATE WEALTH SERVICES, LLC ($1.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | SeaCrest Wealth Management, LLC | $3.6M | 56,655 | Trimmed |
| 2 | Key Client Fiduciary Advisors, LLC | $3.0M | 46,846 | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $2.0M | 31,378 | Added |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $1.9M | 30,262 | Added |
| 5 | KESTRA PRIVATE WEALTH SERVICES, LLC | $1.8M | 28,681 | Trimmed |
| 6 | TRUIST FINANCIAL CORP | $1.3M | 19,857 | Added |
| 7 | PRINCIPAL SECURITIES, INC. | $1.2M | 18,927 | Added |
| 8 | INDEPENDENT FINANCIAL GROUP, LLC | $749,724 | 11,868 | Added |
| 9 | Cornerstone Wealth Management, LLC | $740,043 | 11,715 | New |
| 10 | OPPENHEIMER & CO INC | $574,847 | 9,100 | Added |
| 11 | PKS Advisory Services, LLC | $559,390 | 8,855 | New |
| 12 | Kestra Advisory Services, LLC | $535,176 | 8,472 | New |
| 13 | NWF Advisory Services Inc. | $500,939 | 7,930 | New |
| 14 | Prospera Financial Services Inc | $448,316 | 7,097 | Hold |
| 15 | PRIVATE TRUST CO NA | $378,578 | 5,993 | Added |
| 16 | J.W. COLE ADVISORS, INC. | $214,492 | 3,395 | New |
| 17 | DEFINE FINANCIAL, LLC | $202,523 | 3,206 | New |
| 18 | AE Wealth Management LLC | $35,881 | 568 | New |
| 19 | WOLFF WIESE MAGANA LLC | $15,288 | 242 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30