Who owns TRFM?
AAM Transformers ETF · AAM
43 institutions reported holding TRFM, worth $194.0M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of TRFM
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| LPL Financial LLC | Fort Mill, SC | $109.9M | 1,739,328 | +175,437 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $28.7M | 454,043 | +291,251 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $6.6M | 104,858 | +21,115 shares |
| Stifel Financial Corp. | St. Louis, MO | $6.4M | 101,182 | +50,285 shares |
| Cetera Investment Advisers | Schaumburg, IL | $6.3M | 99,970 | +22,527 shares |
| Wells Fargo & Company | San Francisco, CA | $5.9M | 92,680 | +87,942 shares |
| SeaCrest Wealth Management, LLC | Purchase, NY | $3.6M | 56,655 | −7,270 shares |
| Key Client Fiduciary Advisors, LLC | Fairfield, NJ | $3.0M | 46,846 | +110 shares |
| Ausdal Financial Partners, Inc. | Davenport, IA | $2.1M | 32,787 | +5,157 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $2.0M | 31,378 | +13,788 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns TRFM?
43 institutional managers reported holding TRFM in Form 13F filings for June 30, 2026, worth $194.0M in total. The largest reported position was held by LPL Financial LLC, at $109.9M.
Did institutions buy or sell TRFM last quarter?
Reported 13F value rose 84.2% from March 31, 2026, which includes price moves as well as buying and selling. 14 firms reported a new position and 1 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is TRFM ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.