Who Owns AAM TRANSFORMERS ETF (TRFM)? -- Institutional Holders (2026-06-30)

44 institutions reported holding $193.7M of AAM TRANSFORMERS ETF (TRFM) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($109.9M), OSAIC HOLDINGS, INC. ($28.7M), RAYMOND JAMES FINANCIAL INC ($6.6M), STIFEL FINANCIAL CORP ($6.4M), Cetera Investment Advisers ($6.3M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$109.9M1.7MAdded
2OSAIC HOLDINGS, INC.$28.7M454,043Added
3RAYMOND JAMES FINANCIAL INC$6.6M104,858Added
4STIFEL FINANCIAL CORP$6.4M101,182Added
5Cetera Investment Advisers$6.3M99,970Added
6WELLS FARGO & COMPANY/MN$5.9M92,680Added
7SeaCrest Wealth Management, LLC$3.6M56,655Trimmed
8Key Client Fiduciary Advisors, LLC$3.0M46,846Added
9Ausdal Financial Partners, Inc.$2.1M32,787Added
10ENVESTNET ASSET MANAGEMENT INC$2.0M31,378Added
11COMMONWEALTH EQUITY SERVICES, LLC$1.9M30,262Added
12KESTRA PRIVATE WEALTH SERVICES, LLC$1.8M28,681Trimmed
13CITADEL ADVISORS LLC$1.6M25,762New
14Royal Bank of Canada$1.5M23,431Added
15FARMERS & MERCHANTS TRUST Co OF LONG BEACH$1.3M20,318Trimmed
16TRUIST FINANCIAL CORP$1.3M19,857Added
17PRINCIPAL SECURITIES, INC.$1.2M18,927Added
18MML INVESTORS SERVICES, LLC$955,44615,125New
19CHILTON INVESTMENT CO INC.$784,69812,422Added
20INDEPENDENT FINANCIAL GROUP, LLC$749,72411,868Added
21Cornerstone Wealth Management, LLC$740,04311,715New
22OPPENHEIMER & CO INC$574,8479,100Added
23PKS Advisory Services, LLC$559,3908,855New
24Kestra Advisory Services, LLC$535,1768,472New
25Equitable Holdings, Inc.$506,9398,025Added

Source: SEC Form 13F filings · as of 2026-06-30