Aam SLC Low Duration Inc. ETFLODIETF

13F holders, Q1 2025 (March 31)
6holders +5
5new positions
0sold out
$25.07avg. 13F price*

At the end of Q1 2025, 6 institutions reported holding Aam SLC Low Duration Inc. ETF (LODI) in their 13F filings, up 5 from Q4 2024. 5 opened new positions and 0 sold out. The largest holders were Sun Life Financial Inc. ($50.1M), Envestnet Asset Management Inc. ($497K) and Jane Street Group, LLC ($394K).

Company
Aam SLC Low Duration Inc. ETF
Filed as
ETF SER SOLUTIONS (Q1 2025)
CUSIP
26922B428
Latest filing quarter
Q2 2026

History

Number of 13F holders

05101520 Q4 2024: 1Q4 2024Q1 2025: 6Q1 2025Q2 2025: 6Q2 2025Q3 2025: 6Q3 2025Q4 2025: 7Q4 2025Q1 2026: 13Q1 2026Q2 2026: 18Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions5$1.4M
Exits0$0

All 13F filers, Q4 2024 → Q1 2025: 56,207 shares bought, net +56,207 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 6 holders

Sun Life Financial Inc. 3.17% No change 2,000,000 $50.1M
Envestnet Asset Management Inc. 0.00% New 19,830 $497K
Jane Street Group, LLC 0.00% New 15,711 $394K
Grantvest Financial Group LLC 0.29% New 14,185 $356K
Osaic Holdings, Inc. 0.00% New 6,410 $161K
UBS Group AG 0.00% New 71 $2K

"% 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.