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AAM Transformers ETF
TRFM

31 hedge funds and large institutions have $105M invested in AAM Transformers ETF in 2026 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

200% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 6

19% more capital invested

Capital invested by funds: $88.3M → $105M (+$17M)

15% more funds holding

Funds holding: 27 → 31 (+4)

5.26% more ownership

Funds ownership: 78.73% → 83.99% (+5.3%)

Holders
31
Holders Change
+4
Holders Change %
+14.81%
% of All Funds
0.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
18
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$15.2M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$1.61M
3
AFP
Ausdal Financial Partners
Iowa
+$1.35M
4
Osaic Holdings
Osaic Holdings
Arizona
+$655K
5
Stifel Financial
Stifel Financial
Missouri
+$595K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$759K
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$464K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$435K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$226K
5
OC
Oppenheimer & Co
New York
-$53.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$72.6M +$15.2M +310,634 +25%
Osaic Holdings
2
Osaic Holdings
Arizona
$7.56M +$655K +13,396 +9%
Raymond James Financial
3
Raymond James Financial
Florida
$3.89M +$504K +10,316 +14%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$3.6M +$1.61M +32,852 +74%
SWM
5
SeaCrest Wealth Management
New York
$2.97M +$358K +7,327 +13%
Stifel Financial
6
Stifel Financial
Missouri
$2.36M +$595K +12,162 +31%
KCFA
7
Key Client Fiduciary Advisors
New Jersey
$2.17M +$466K +9,537 +26%
KPWS
8
Kestra Private Wealth Services
Texas
$1.35M +$54.1K +1,107 +4%
AFP
9
Ausdal Financial Partners
Iowa
$1.28M +$1.35M +27,630 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.26M -$464K -9,482 -26%
FMTC
11
Farmers & Merchants Trust Company
California
$990K +$22K +451 +2%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$817K +$279K +5,716 +48%
Truist Financial
13
Truist Financial
North Carolina
$806K +$225K +4,607 +36%
IFG
14
Independent Financial Group
California
$540K +$87.3K +1,785 +18%
PS
15
Principal Securities
Iowa
$392K +$144K +2,951 +54%
OC
16
Oppenheimer & Co
New York
$386K -$53.8K -1,100 -12%
EH
17
Equitable Holdings
New York
$364K +$383K +7,840 New
CIC
18
Chilton Investment Company
Connecticut
$349K +$142K +2,904 +63%
PFS
19
Prospera Financial Services
Texas
$330K +$8.65K +177 +3%
IAA
20
Independent Advisor Alliance
North Carolina
$293K +$308K +6,308 New
BWP
21
Balboa Wealth Partners
Arizona
$251K -$52.3K -1,070 -17%
SPIA
22
Steward Partners Investment Advisory
New York
$224K +$70.8K +1,448 +43%
Wells Fargo
23
Wells Fargo
California
$220K -$1.96K -40 -0.8%
PTC
24
Private Trust Company
Ohio
$149K – – –
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$82K -$435K -8,890 -83%
1
2

TRFM Hedge Fund Activity: Q1 2026 in Review

31 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in AAM Transformers ETF (TRFM) for Q1 2026, worth a combined $105M — up 19% from $88.3M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new TRFM positions and 2 closed out — a net gain of 4 holders — while 18 added to existing stakes and 6 trimmed.

The largest buyer was LPL Financial, adding an estimated $15.2M. The largest seller was Jane Street, exiting entirely with an estimated $759K sold.

  • 31 institutional investors held AAM Transformers ETF (TRFM) as of Q1 2026, up from 27 in Q4 2025.
  • Funds reported $105M of AAM Transformers ETF stock for Q1 2026, up 19% quarter-over-quarter.
  • 6 funds opened new AAM Transformers ETF positions in Q1 2026 and 2 closed out, a net change of +4 holders.
  • The largest AAM Transformers ETF buyer in Q1 2026 was LPL Financial, an estimated $15.2M added.
  • The largest AAM Transformers ETF seller in Q1 2026 was Jane Street, an estimated $759K sold.

Based on aggregated 13F filings for Q1 2026.