Aam SLC Low Duration Inc. ETFLODIETF
13F holders, Q1 2026 (March 31)13holders +6
6new positions
1sold out
$25.20avg. 13F price*
At the end of Q1 2026, 13 institutions reported holding Aam SLC Low Duration Inc. ETF (LODI) in their 13F filings, up 6 from Q4 2025. 6 opened new positions and 1 sold out. The largest holders were Sun Life Financial Inc. ($50.4M), LPL Financial LLC ($9.0M) and Spartan Wealth Advisory Services LLC ($5.8M).
- Company
- Aam SLC Low Duration Inc. ETF
- Filed as
- ETF SER SOLUTIONS (Q1 2026)
- CUSIP
- 26922B428
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $1.6M |
| Exits | 1 | $122K |
All 13F filers, Q4 2025 → Q1 2026: 132,206 shares bought and 5,974 shares sold, net +126,232 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 13 holders
| Sun Life Financial Inc. | 2.86% | No change | 2,000,000 | $50.4M |
| LPL Financial LLC | 0.00% | Add +20.7% | 358,672 | $9.0M |
| Spartan Wealth Advisory Services LLC | 0.51% | — | 231,725 | $5.8M |
| Grantvest Financial Group LLC | 0.76% | Add +13.5% | 46,354 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Add +4.5% | 29,050 | $732K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -5.6% | 19,083 | $481K |
| Independent Financial Group, LLC | 0.01% | New | 18,667 | $470K |
| Private Advisor Group, LLC | 0.00% | New | 13,279 | $335K |
| World Investment Advisors | 0.00% | New | 11,616 | $293K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 9,787 | $247K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 9,213 | $232K |
| Ameritas Advisory Services, LLC | 0.00% | New | 1,453 | $37K |
| Advisors Asset Management, Inc. | 0.00% | No change | 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.