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AAM Transformers ETF
TRFM

Overview Fund Activity

16 hedge funds and large institutions have $56.8M invested in AAM Transformers ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 1 closing their positions.

Holders
16
Holders Change
+3
Holders Change %
+23.08%
% of All Funds
0.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
6
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$44.3M
2
Mariner
2
Mariner
Kansas
$2.78M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$853K
4
SWM
4
SeaCrest Wealth Management
New York
$2.33M
5
KCFA
5
Key Client Fiduciary Advisors
New Jersey
$610K

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$800K
2
KPWS
2
Kestra Private Wealth Services
Texas
$1.24M
3
Morgan Stanley
3
Morgan Stanley
New York
$0
4
PTC
4
Private Trust Company
Ohio
$145K
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$44.3M 1,025,869 +69,664 +7%
Mariner
2
Mariner
Kansas
$2.78M 64,255 +17,567 +38%
SWM
3
SeaCrest Wealth Management
New York
$2.33M 53,856 +14,582 +37%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.49M 34,510 +8,979 +35%
KPWS
5
Kestra Private Wealth Services
Texas
$1.24M 28,607 -1,500 -5%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$914K 21,162 +100 +0.5%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$853K 19,757 +16,420 +492%
Osaic Holdings
8
Osaic Holdings
Arizona
$800K 21,087 -54,484 -72%
FMTC
9
Farmers & Merchants Trust Company
California
$778K 18,011 – –
KCFA
10
Key Client Fiduciary Advisors
New Jersey
$610K 14,130 +14,130 New
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$274K 6,334 +6,334 New
BWP
12
Balboa Wealth Partners
Arizona
$242K 5,597 +5,597 New
PTC
13
Private Trust Company
Ohio
$145K 3,358 -46 -1%
Raymond James Financial
14
Raymond James Financial
Florida
$26K 603 +603 New
SFCL
15
Strengthening Families & Communities LLC
Massachusetts
$21.6K 500 – –
GSWM
16
Golden State Wealth Management
California
$19.3K 446 – –
Morgan Stanley
17
Morgan Stanley
New York
– – -1,200 Closed