TRFM Institutional Ownership & Shareholders
AAM TRANSFORMERS ETF (TRFM) is currently held by 43 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $191.93M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of TRFM tracked by InsiderSet, reporting ownership valued at approximately $109.87M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $93.51M, representing an estimated loss of -14.89% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 91% of the total disclosed TRFM value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Osaic Holdings, Inc., Raymond James Financial Inc, and several other long-term asset managers with concentrated positions in AAM TRANSFORMERS ETF (TRFM).
This page ranks the largest institutional TRFM shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
43
Total Reported Value
$191.93M
Largest Holder
Lpl Financial Llc
Largest Position
$109.87M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
48
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.02% | 1,739,328 | $109,873,376 | $93,514,448 | -$16,358,928 | -14.89% | |
| Osaic Holdings, Inc. | 0.03% | 454,043 | $28,681,649 | $24,411,486 | -$4,270,163 | -14.89% | |
| Raymond James Financial Inc | 0.00% | 104,858 | $6,623,880 | $5,637,659 | -$986,221 | -14.89% | |
| Stifel Financial Corp | 0.01% | 101,182 | $6,391,667 | $5,440,020 | -$951,647 | -14.89% | |
| Cetera Investment Advisers | 0.01% | 99,970 | $6,315,105 | $5,374,857 | -$940,248 | -14.89% | |
| Wells Fargo & Company/Mn | 0.00% | 92,680 | $5,854,596 | $4,982,912 | -$871,684 | -14.89% | |
| Seacrest Wealth Management, Llc | 0.37% | 55,576 | $3,284,540 | $2,988,027 | -$296,513 | -9.03% | |
| Key Client Fiduciary Advisors, Llc | 0.80% | 47,998 | $2,836,684 | $2,580,598 | -$256,086 | -9.03% | |
| Ausdal Financial Partners, Inc. | 0.08% | 32,787 | $2,071,155 | $1,762,783 | -$308,372 | -14.89% | |
| Envestnet Asset Management Inc | 0.00% | 31,378 | $1,982,148 | $1,687,029 | -$295,119 | -14.89% | |
| Commonwealth Equity Services, Llc | 0.00% | 30,262 | $1,911,630 | $1,627,027 | -$284,603 | -14.89% | |
| Citadel Advisors Llc | 0.00% | 25,762 | $1,627,386 | $1,385,086 | -$242,300 | -14.89% | |
| Royal Bank Of Canada | 0.00% | 23,431 | $1,480,000 | $1,259,761 | -$220,239 | -14.88% | |
| Truist Financial Corp | 0.00% | 24,507 | $1,448,348 | $1,317,612 | -$130,736 | -9.03% | |
| Principal Securities, Inc. | 0.01% | 18,927 | $1,195,619 | $1,017,604 | -$178,015 | -14.89% | |
| Farmers & Merchants Trust Co Of Long Beach | 0.25% | 20,139 | $1,190,214 | $1,082,767 | -$107,447 | -9.03% | |
| Mml Investors Services, Llc | 0.00% | 15,125 | $955,446 | $813,191 | -$142,255 | -14.89% | |
| Chilton Investment Co Inc. | 0.02% | 12,422 | $784,698 | $667,865 | -$116,833 | -14.89% | |
| Cornerstone Wealth Management, Llc | 0.03% | 11,715 | $740,043 | $629,853 | -$110,190 | -14.89% | |
| Independent Financial Group, Llc | 0.01% | 12,195 | $720,746 | $655,661 | -$65,085 | -9.03% | |
| Pks Advisory Services, Llc | 0.09% | 8,855 | $559,390 | $476,086 | -$83,304 | -14.89% | |
| Oppenheimer & Co Inc | 0.01% | 9,178 | $542,420 | $493,452 | -$48,968 | -9.03% | |
| Kestra Advisory Services, Llc | 0.00% | 8,472 | $535,176 | $455,495 | -$79,681 | -14.89% | |
| Kestra Private Wealth Services, Llc | 0.01% | 8,982 | $530,853 | $482,915 | -$47,938 | -9.03% | |
| Equitable Holdings, Inc. | 0.00% | 8,025 | $506,939 | $431,462 | -$75,477 | -14.89% | |
| Nwf Advisory Services Inc. | 0.04% | 8,130 | $480,483 | $437,107 | -$43,376 | -9.03% | |
| Prospera Financial Services Inc | 0.01% | 7,097 | $448,316 | $381,568 | -$66,748 | -14.89% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 6,335 | $400,182 | $340,599 | -$59,583 | -14.89% | |
| Private Trust Co Na | 0.03% | 5,924 | $350,108 | $318,502 | -$31,606 | -9.03% | |
| Great Valley Advisor Group, Inc. | 0.01% | 5,442 | $343,771 | $292,587 | -$51,184 | -14.89% | |
| Ignite Planners, Llc | 0.04% | 5,658 | $334,388 | $304,201 | -$30,187 | -9.03% | |
| Balboa Wealth Partners | 0.04% | 5,393 | $318,726 | $289,953 | -$28,773 | -9.03% | |
| Integrated Wealth Concepts Llc | 0.00% | 4,340 | $274,184 | $233,339 | -$40,845 | -14.90% | |
| J.W. Cole Advisors, Inc. | 0.00% | 3,395 | $214,492 | $182,531 | -$31,961 | -14.90% | |
| Centaurus Financial, Inc. | 0.01% | 2,666 | $168,000 | $143,337 | -$24,663 | -14.68% | |
| Morgan Stanley | 0.00% | 497 | $31,403 | $26,721 | -$4,682 | -14.91% | |
| Strengthening Families & Communities, Llc | 0.01% | 501 | $29,599 | $26,936 | -$2,663 | -9.00% | |
| Ubs Group Ag | 0.00% | 241 | $15,224 | $12,957 | -$2,267 | -14.89% | |
| Wolff Wiese Magana Llc | 0.01% | 242 | $14,303 | $13,011 | -$1,292 | -9.03% | |
| Harbour Investments, Inc. | 0.00% | 122 | $7,707 | $6,559 | -$1,148 | -14.89% | |
| Fmr Llc | 0.00% | 38 | $2,420 | $2,043 | -$377 | -15.58% | |
| Cwm, Llc | 0.00% | 50 | $2,323 | $2,688 | +$365 | +15.72% |
Frequently asked questions about TRFM
Who are the largest institutional holders of TRFM?
The largest institutional holders of TRFM reported in the latest SEC Form 13F filings include Lpl Financial Llc, Osaic Holdings, Inc., Raymond James Financial Inc, Stifel Financial Corp, and Cetera Investment Advisers. InsiderSet ranks institutional holders by their latest reported TRFM position.
What is TRFM institutional ownership?
This page tracks TRFM positions reported by institutional investment managers through SEC Form 13F. AAM TRANSFORMERS ETF (TRFM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own TRFM?
InsiderSet currently tracks 43 institutional managers reporting TRFM holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of TRFM shareholders.
How much TRFM stock do institutions own?
Institutional investment managers disclosed approximately $191.93M in TRFM holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was TRFM institutional ownership last updated?
The latest TRFM institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional TRFM holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its TRFM position after the reporting date.
Are institutions buying or selling TRFM?
Institutional buying and selling can be analyzed by comparing TRFM positions across consecutive 13F reporting periods. InsiderSet's TRFM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View TRFM ownership changes.
How has TRFM institutional ownership changed over time?
InsiderSet tracks TRFM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.