Aam SLC Low Duration Inc. ETFLODIETF
13F holders, Q2 2025 (June 30)6holders
2new positions
2sold out
$25.20avg. 13F price*
At the end of Q2 2025, 6 institutions reported holding Aam SLC Low Duration Inc. ETF (LODI) in their 13F filings, unchanged from Q1 2025. 2 opened new positions and 2 sold out. The largest holders were Sun Life Financial Inc. ($50.4M), Grantvest Financial Group LLC ($598K) and Osaic Holdings, Inc. ($517K).
- Company
- Aam SLC Low Duration Inc. ETF
- Filed as
- ETF SER SOLUTIONS (Q2 2025)
- CUSIP
- 26922B428
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $550K |
| Exits | 2 | $396K |
All 13F filers, Q1 2025 → Q2 2025: 45,590 shares bought and 15,782 shares sold, net +29,808 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Sun Life Financial Inc. | 2.76% | No change | 2,000,000 | $50.4M |
| Grantvest Financial Group LLC | 0.44% | Add +67.2% | 23,718 | $598K |
| Osaic Holdings, Inc. | 0.00% | Add +220.1% | 20,519 | $517K |
| Envestnet Asset Management Inc. | 0.00% | Add +0.7% | 19,959 | $503K |
| LPL Financial LLC | 0.00% | New | 13,819 | $348K |
| Baker Avenue Asset Management, LP | 0.01% | New | 8,000 | $202K |
"% 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.