Aam SLC Low Duration Inc. ETFLODIETF
13F holders, Q2 2026 (June 30)18holders +5
6new positions
1sold out
$25.19avg. 13F price*
At the end of Q2 2026, 18 institutions reported holding Aam SLC Low Duration Inc. ETF (LODI) in their 13F filings, up 5 from Q1 2026. 6 opened new positions and 1 sold out. The largest holders were Sun Life Financial Inc. ($50.4M), LPL Financial LLC ($14.6M) and Spartan Wealth Advisory Services LLC ($6.6M).
- Company
- Aam SLC Low Duration Inc. ETF
- Filed as
- ETF SER SOLUTIONS (Q2 2026)
- CUSIP
- 26922B428
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $4.3M |
| Exits | 1 | $37K |
All 13F filers, Q1 2026 → Q2 2026: 465,783 shares bought and 24,414 shares sold, net +441,369 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 18 holders
| Sun Life Financial Inc. | 2.58% | No change | 2,000,000 | $50.4M |
| LPL Financial LLC | 0.00% | Add +61.9% | 580,532 | $14.6M |
| Spartan Wealth Advisory Services LLC | 0.54% | Add +12.8% | 261,316 | $6.6M |
| Sanctuary Advisors, LLC | 0.01% | New | 74,508 | $1.9M |
| Independent Financial Group, LLC | 0.03% | Add +189.3% | 54,007 | $1.4M |
| Grantvest Financial Group LLC | 0.68% | Add +0.6% | 46,627 | $1.2M |
| Waverly Advisors, LLC | 0.01% | New | 40,900 | $1.0M |
| Kestra Advisory Services, LLC | 0.00% | New | 21,764 | $548K |
| Private Advisor Group, LLC | 0.00% | Add +44.1% | 19,133 | $482K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -9.3% | 17,307 | $436K |
| Guidance Capital, Inc. | 0.08% | New | 15,713 | $396K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +12.4% | 11,000 | $277K |
| World Investment Advisors | 0.00% | Reduce -9.7% | 10,492 | $265K |
| Osaic Holdings, Inc. | 0.00% | Reduce -67.3% | 9,506 | $239K |
| Stirlingshire Investments, Inc. | 0.17% | New | 9,132 | $231K |
| Commonwealth Equity Services, LLC | 0.00% | New | 9,149 | $230K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -5.6% | 8,696 | $219K |
| Advisors Asset Management, Inc. | 0.00% | Add +76.5% | 1,121 | $28K |
"% of holder's portfolio" is LODI's weight in each manager's 13F, not the share of Aam SLC Low Duration Inc. ETF the manager owns.