Aam SLC Low Duration Inc. ETFLODIETF
13F holders, Q4 2025 (December 31)7holders +1
2new positions
1sold out
$25.25avg. 13F price*
At the end of Q4 2025, 7 institutions reported holding Aam SLC Low Duration Inc. ETF (LODI) in their 13F filings, up 1 from Q3 2025. 2 opened new positions and 1 sold out. The largest holders were Sun Life Financial Inc. ($50.5M), LPL Financial LLC ($7.5M) and Grantvest Financial Group LLC ($1.0M).
- Company
- Aam SLC Low Duration Inc. ETF
- Filed as
- ETF SER SOLUTIONS (Q4 2025)
- CUSIP
- 26922B428
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $138K |
| Exits | 1 | $404 |
All 13F filers, Q3 2025 → Q4 2025: 36,623 shares bought and 4,403 shares sold, net +32,220 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| Sun Life Financial Inc. | 2.65% | No change | 2,000,000 | $50.5M |
| LPL Financial LLC | 0.00% | Add +5.7% | 297,253 | $7.5M |
| Grantvest Financial Group LLC | 0.66% | Add +52.2% | 40,825 | $1.0M |
| Osaic Holdings, Inc. | 0.00% | Reduce -13.6% | 27,807 | $702K |
| Envestnet Asset Management Inc. | 0.00% | Add +6.5% | 20,218 | $510K |
| Kestra Advisory Services, LLC | 0.00% | New | 4,839 | $122K |
| Advisors Asset Management, Inc. | 0.00% | New | 635 | $16K |
"% 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.