Aam Low Dur Pref & Inc. SecPFLDETF
13F holders, Q2 2025 (June 30)65holders +2
9new positions
8sold out
2famous investors
$19.62avg. 13F price*
At the end of Q2 2025, 65 institutions reported holding Aam Low Dur Pref & Inc. Sec (PFLD) in their 13F filings, up 2 from Q1 2025. 9 opened new positions and 8 sold out. The largest holders were Morgan Stanley ($101.2M), Wells Fargo & Company ($52.0M) and LPL Financial LLC ($23.5M). 2 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Aam Low Dur Pref & Inc. Sec
- Filed as
- ETF SER SOLUTIONS (Q2 2025)
- CUSIP
- 26922A198
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $2.8M |
| Exits | 8 | $3.1M |
All 13F filers, Q1 2025 → Q2 2025: 833,984 shares bought and 1,050,108 shares sold, net −216,124 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 65 holders
| Morgan Stanley | 0.01% | Reduce -9.2% | 5,158,182 | $101.2M |
| Wells Fargo & Company | 0.01% | Add +16.8% | 2,651,784 | $52.0M |
| LPL Financial LLC | 0.01% | Reduce -3.7% | 1,195,922 | $23.5M |
| Rainey & Randall Wealth Advisors Inc. | 2.42% | Add +0.1% | 671,076 | $13.2M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.1% | 585,692 | $11.5M |
| Osaic Holdings, Inc. | 0.01% | Add +23.9% | 406,147 | $8.0M |
| Royal Bank of Canada | 0.00% | Reduce -17.2% | 354,838 | $7.0M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -4.4% | 287,444 | $5.6M |
| Sound Income Strategies, LLC | 0.29% | Reduce -0.9% | 258,113 | $5.1M |
| AllSquare Wealth Management LLC | 2.13% | Reduce -1.5% | 193,375 | $3.8M |
| Stifel Financial Corp. | 0.00% | Reduce -40.3% | 170,215 | $3.3M |
| Captrust Financial Advisors | 0.01% | Add +0.6% | 166,055 | $3.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +79.8% | 164,770 | $3.2M |
| Cetera Investment Advisers | 0.01% | Reduce -8.6% | 158,268 | $3.1M |
| Curtis Advisory Group, LLC | 0.66% | No change | 134,624 | $2.6M |
| Commonwealth Equity Services, LLC | 0.00% | Add +8.0% | 124,848 | $2.4M |
| Bleakley Financial Group, LLC | 0.06% | Add +17.8% | 122,398 | $2.4M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -7.6% | 116,691 | $2.3M |
| Gotham Asset Management | 0.01% | Add +89.6% | 113,924 | $2.2M |
| Mariner, LLC | 0.00% | Add +12.0% | 103,553 | $2.0M |
| Janney Montgomery Scott LLC | 0.00% | Add +4.6% | 89,316 | $1.8M |
| Prevail Innovative Wealth Advisors, LLC | 0.37% | Add +0.1% | 83,901 | $1.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +16.0% | 77,173 | $1.5M |
| Kestra Advisory Services, LLC | 0.01% | Add +23.0% | 73,866 | $1.4M |
| Coppell Advisory Solutions LLC | 0.13% | Reduce -27.6% | 54,875 | $1.1M |
| Independent Financial Group, LLC | 0.03% | Reduce -25.0% | 51,757 | $1.0M |
| IFP Advisors, Inc | 0.03% | Add +0.8% | 48,686 | $955K |
| UBS Group AG | 0.00% | New | 48,041 | $942K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +57.6% | 43,307 | $849K |
| Wedbush Securities Inc. | 0.03% | Add +11.7% | 39,575 | $776K |
| Apollon Wealth Management, LLC | 0.01% | Add +2.3% | 36,224 | $710K |
| National Wealth Management Group, LLC | 0.38% | Reduce -6.9% | 34,799 | $682K |
| Citadel Advisors | 0.00% | New | 27,813 | $545K |
| Ameritas Advisory Services, LLC | 0.03% | Add +18.6% | 26,883 | $527K |
| CSM Advisors, LLC | 0.01% | No change | 25,000 | $490K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -6.0% | 24,038 | $471K |
| HUB Investment Partners, LLC | 0.02% | Add +0.6% | 24,012 | $471K |
| Global Financial Private Client, LLC | 0.16% | New | 22,212 | $436K |
| Principal Securities, Inc. | 0.01% | Add +44.3% | 20,867 | $409K |
| Goldman Sachs Group Inc. | 0.00% | New | 20,808 | $408K |
| Oregon Pacific Wealth Management, LLC | 0.35% | Reduce -3.5% | 18,985 | $372K |
| Creative Planning | 0.00% | No change | 16,800 | $329K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -13.0% | 15,903 | $314K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -69.9% | 15,981 | $313K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -2.4% | 15,404 | $302K |
| Comerica Bank | 0.00% | Reduce -17.4% | 14,901 | $292K |
| Integrated Wealth Concepts LLC | 0.00% | Add +0.9% | 14,124 | $277K |
| Private Trust Co. NA | 0.03% | Add +3.9% | 13,369 | $262K |
| Cornerstone Wealth Management, LLC | 0.01% | Reduce -10.9% | 12,250 | $240K |
| Hilltop Holdings Inc. | 0.01% | Add +1.2% | 11,752 | $230K |
| Foundations Investment Advisors, LLC | 0.00% | New | 11,253 | $221K |
| Private Advisor Group, LLC | 0.00% | Reduce -34.5% | 11,061 | $217K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -3.7% | 10,564 | $207K |
| Bank of Montreal | 0.00% | No change | 10,000 | $196K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | No change | 8,292 | $163K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 7,410 | $145K |
| Alpine Bank Wealth Management | 0.02% | New | 5,185 | $102K |
| Fiduciary Advisors, Inc. | 0.05% | Add +1.9% | 2,751 | $54K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 2,097 | $41K |
| Webster Bank, N. A. | 0.00% | No change | 735 | $14K |
| Allworth Financial LP | 0.00% | No change | 533 | $10K |
| NewEdge Advisors, LLC | 0.00% | No change | 449 | $9K |
| Global Retirement Partners, LLC | 0.00% | — | 133 | $3K |
| CoreCap Advisors, LLC | 0.00% | No change | 100 | $2K |
| Cwm, LLC | 0.00% | New | 50 | $1K |
"% 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.