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TRFM ETF SER SOLUTIONS

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AAM TRANSFORMERS (fund)

31 managers (31 13F filers) reported a position in TRFM shares at 2026-03-31, 2,267,645 shares in all. 5 filers opened a position and 2 filers sold out during the quarter.

Managers
31
13F filers
31
New
5
Added
18
Reduced
6
Sold out
2
Shares held by filers
2,267,645

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC1,563,891$72.6M0.02%+310,63413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.162,792$7.56M0.01%+13,39613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC83,743$3.89M<0.01%+10,31613F-HRTimelineGroup
Cetera Investment Advisers77,443$3.6M<0.01%+32,85213F-HRTimeline
SeaCrest Wealth Management, LLC63,925$2.97M0.32%+7,32713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP50,897$2.36M<0.01%+12,16213F-HRTimelineGroup
Key Client Fiduciary Advisors, LLC46,736$2.17M0.75%+9,53713F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC28,965$1.35M0.02%+1,10713F-HRTimelineGroup
Ausdal Financial Partners, Inc.27,630$1.28M0.06%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC27,106$1.26M<0.01%-9,48213F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…21,322$990K0.23%+45113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC17,590$817K<0.01%+5,71613F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP17,357$806K<0.01%+4,60713F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC11,616$540K0.01%+1,78513F-HR/ATimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC8,447$392K0.01%+2,95113F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …8,300$386K<0.01%-1,10013F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.7,840$364K<0.01%new13F-HRTimelineGroup
CHILTON INVESTMENT CO INC.7,512$349K0.01%+2,90413F-HRTimeline
Prospera Financial Services Inc7,097$330K0.01%+17713F-HRTimeline
Independent Advisor Alliance6,308$293K<0.01%new13F-HRTimeline
Balboa Wealth Partners5,393$251K0.04%-1,07013F-HRTimeline
Steward Partners Investment Advisory, L…4,825$224K<0.01%+1,44813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN4,738$220K<0.01%-4013F-HR/ATimelineGroup
PRIVATE TRUST CO NA3,199$149K0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,762$82K<0.01%-8,89013F-HRTimelineGroup
Strengthening Families & Communities, L…501$23.3K0.01%+113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY299$13.9K<0.01%+113F-HRTimelineGroup
WOLFF WIESE MAGANA LLC242$11.2K0.01%new13F-HRTimeline
Advisors Asset Management, Inc.81$3.76K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC50$2.32K<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC38$1.78K<0.01%-80013F-HRTimelineGroup