Who Owns TRFM?
AAM Transformers ETF — Institutional Ownership & 13F Holdings
$54.17
-0.45 (-0.82%)
Market Cap
$130.6M
Shares Outstanding
2,297,362
Institutional Holders
13
Total Inst. Value
$7.6M
% of Float Held
—
QoQ Holder Change
+6
Institutional data as of Q1 2025
New Positions
3
Closed Positions
1
Increased
3
Decreased
5
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | OSAIC HOLDINGS, INC. | $2.6M | 75,571 |
| 2 | SeaCrest Wealth Management, LLC | $1.4M | 39,274 |
| 3 | KESTRA PRIVATE WEALTH SERVICES, LLC | $1.0M | 30,107 |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $881K | 25,531 |
| 5 | Cetera Investment Advisers | $727K | 21,062 |
| 6 | Farmers & Merchants Trust Co of Long BeachNew | $622K | 18,011 |
| 7 | PRIVATE TRUST CO NA | $117K | 3,404 |
| 8 | ROYAL BANK OF CANADA | $115K | 3,337 |
| 9 | MORGAN STANLEY | $41K | 1,200 |
| 10 | LPL Financial LLC | $33K | 956,205 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| OSAIC HOLDINGS, INC. | +63K | $2.6M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | +1K | $1.0M |
| Farmers & Merchants Trust Co of Long BeachNew | +18K | $622K |
| Golden State Wealth Management, LLCNew | +892 | $31K |
| Strengthening Families & Communities, LLCNew | +500 | $17K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| LPL Financial LLC | -48K | $33K |
| SeaCrest Wealth Management, LLC | -6K | $1.4M |
| ROYAL BANK OF CANADA | -5K | $115K |
| COMMONWEALTH EQUITY SERVICES, LLC | -314 | $881K |
| Cetera Investment Advisers | -275 | $727K |
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Frequently Asked Questions
How many institutional investors hold TRFM?
As of Q1 2025, 13 institutional investors report holding TRFM (AAM Transformers ETF) in their 13F filings.
Which hedge fund owns the most TRFM?
The largest institutional holder of TRFM is OSAIC HOLDINGS, INC. with $2.6M in shares.
Are institutions buying or selling TRFM?
This quarter, 3 institutions opened new positions in TRFM and 1 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.