PFFA — Etfis Ser Tr I Institutional Holders · Q3 2026
Who owns Etfis Ser Tr I (PFFA)? 16 institutions reported holding $21.75M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Venture Visionary Partners LLC ($5.7M), Adams Asset Advisors, LLC ($5.6M), Sound Income Strategies, LLC ($3.8M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Venture Visionary Partners LLC | $5.7M | 287,882 | Added |
| 2 | Adams Asset Advisors, LLC | $5.6M | 285,821 | New |
| 3 | Sound Income Strategies, LLC | $3.8M | 194,991 | Trimmed |
| 4 | Investment Partners Asset Management, Inc. | $2.7M | 136,263 | Added |
| 5 | OxenFree Capital LLC | $931,082 | 47,167 | Trimmed |
| 6 | First Heartland Consultants, Inc. | $824,355 | 41,740 | Added |
| 7 | RHODES INVESTMENT ADVISORS INC /ADV | $597,931 | 30,275 | Added |
| 8 | Farther Finance Advisors, LLC | $581,472 | 29,442 | Added |
| 9 | Tactive Advisors, LLC | $415,212 | 21,023 | Added |
| 10 | Cooper Financial Group | $316,794 | 16,040 | Added |
| 11 | Great Waters Wealth Management | $197,500 | 10,000 | Hold |
| 12 | Noble Wealth Management PBC | $29,625 | 1,500 | New |
| 13 | Roxbury Financial LLC | $21,902 | 1,109 | Hold |
| 14 | GK Wealth Management LLC | $3,753 | 190 | New |
| 15 | Bangor Savings Bank | $0 | 0 | Exited |
| 16 | TOTH FINANCIAL ADVISORY CORP | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30