Aam Low Dur Pref & Inc. SecPFLDETF
13F holders, Q4 2024 (December 31)61holders +11
13new positions
3sold out
1famous investor
$20.57avg. 13F price*
At the end of Q4 2024, 61 institutions reported holding Aam Low Dur Pref & Inc. Sec (PFLD) in their 13F filings, up 11 from Q3 2024. 13 opened new positions and 3 sold out. The largest holders were Morgan Stanley ($107.9M), Wells Fargo & Company ($37.8M) and LPL Financial LLC ($18.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Aam Low Dur Pref & Inc. Sec
- Filed as
- ETF SER SOLUTIONS (Q4 2024)
- CUSIP
- 26922A198
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $6.4M |
| Exits | 3 | $791K |
All 13F filers, Q3 2024 → Q4 2024: 1,321,476 shares bought and 138,609 shares sold, net +1,182,867 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 61 holders
| Morgan Stanley | 0.01% | Add +1.8% | 5,248,739 | $107.9M |
| Wells Fargo & Company | 0.01% | Add +18.3% | 1,838,973 | $37.8M |
| LPL Financial LLC | 0.01% | Add +11.5% | 882,502 | $18.1M |
| Rainey & Randall Wealth Advisors Inc. | 2.69% | Add +8.1% | 654,477 | $13.6M |
| Coppell Advisory Solutions LLC | 1.59% | Add +13.8% | 548,557 | $11.3M |
| Raymond James Financial Inc. | 0.00% | — | 518,957 | $10.7M |
| Osaic Holdings, Inc. | 0.02% | Add +36.6% | 365,794 | $7.5M |
| Stifel Financial Corp. | 0.01% | Reduce -10.7% | 331,917 | $6.8M |
| Royal Bank of Canada | 0.00% | Add +79.0% | 277,960 | $5.7M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +9.9% | 274,733 | $5.6M |
| Sound Income Strategies, LLC | 0.33% | Add +5.5% | 258,024 | $5.3M |
| AllSquare Wealth Management LLC | 2.42% | Reduce -3.6% | 204,833 | $4.2M |
| Cetera Investment Advisers | 0.01% | Reduce -6.8% | 185,300 | $3.8M |
| Citadel Advisors | 0.00% | New | 169,320 | $3.5M |
| Captrust Financial Advisors | 0.01% | Add +4.0% | 162,356 | $3.3M |
| Curtis Advisory Group, LLC | 0.73% | No change | 134,624 | $2.8M |
| Avantax Advisory Services, Inc. | 0.02% | Add +34.8% | 124,470 | $2.6M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.1% | 118,088 | $2.4M |
| Mariner, LLC | 0.00% | Add +16.3% | 86,495 | $1.8M |
| Janney Montgomery Scott LLC | 0.00% | Add +49.5% | 85,355 | $1.8M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +535.3% | 56,088 | $1.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +8.7% | 55,664 | $1.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +1.1% | 53,556 | $1.1M |
| Independent Financial Group, LLC | 0.04% | Add +2.2% | 52,855 | $1.1M |
| IFP Advisors, Inc | 0.03% | No change | 48,286 | $993K |
| Key Client Fiduciary Advisors, LLC | 0.43% | Reduce -6.9% | 46,198 | $950K |
| Gladstone Institutional Advisory LLC | 0.04% | Add +38.0% | 43,055 | $885K |
| Comerica Bank | 0.00% | Add +8.8% | 34,059 | $700K |
| Apollon Wealth Management, LLC | 0.02% | Add +23.8% | 32,507 | $668K |
| National Wealth Management Group, LLC | 0.44% | New | 32,223 | $663K |
| Susquehanna International Group, LLP | 0.00% | New | 32,197 | $662K |
| Bleakley Financial Group, LLC | 0.02% | Add +3.6% | 30,991 | $637K |
| Wedbush Securities Inc. | 0.02% | Add +3.3% | 25,425 | $523K |
| CSM Advisors, LLC | 0.02% | No change | 25,000 | $514K |
| Ameritas Advisory Services, LLC | 0.02% | Add +13.2% | 22,663 | $466K |
| Waverly Advisors, LLC | 0.01% | Add +0.0% | 19,359 | $398K |
| Oregon Pacific Wealth Management, LLC | 0.38% | — | 19,067 | $392K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +76.4% | 17,674 | $363K |
| Creative Planning | 0.00% | New | 16,800 | $345K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -67.0% | 15,730 | $323K |
| Advisory Services Network, LLC | 0.01% | New | 15,481 | $318K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -18.5% | 15,183 | $312K |
| Principal Securities, Inc. | 0.01% | Reduce -0.4% | 14,460 | $297K |
| NWF Advisory Services Inc. | 0.04% | New | 13,185 | $273K |
| Hilltop Holdings Inc. | 0.01% | New | 11,464 | $236K |
| Kingsview Wealth Management, LLC | 0.00% | Add +3.2% | 10,903 | $224K |
| UBS Group AG | 0.00% | New | 10,576 | $217K |
| MML Investors Services, LLC | 0.00% | Reduce -1.7% | 9,772 | $201K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.03% | New | 8,292 | $170K |
| Private Trust Co. NA | 0.01% | Add +38.2% | 6,494 | $134K |
| Hexagon Capital Partners LLC | 0.02% | No change | 5,110 | $105K |
| Fiduciary Advisors, Inc. | 0.05% | — | 2,650 | $54K |
| Webster Bank, N. A. | 0.00% | Add +66.3% | 652 | $13K |
| AE Wealth Management LLC | 0.00% | New | 598 | $12K |
| NewEdge Advisors, LLC | 0.00% | Add +19.1% | 449 | $9K |
| Transce3nd, LLC | 0.00% | — | 403 | $8K |
| Advisors Asset Management, Inc. | 0.00% | New | 206 | $4K |
| CoreCap Advisors, LLC | 0.00% | No change | 100 | $2K |
| Allworth Financial LP | 0.00% | New | 33 | $684 |
| FMR LLC | 0.00% | No change | 1 | $21 |
| RE Dickinson Investment Advisors, LLC | 0.00% | New | 2 | $0 |
"% of holder's portfolio" is PFLD's weight in each manager's 13F, not the share of Aam Low Dur Pref & Inc. Sec the manager owns.