Aam Low Dur Pref & Inc. SecPFLDETF
13F holders, Q4 2025 (December 31)67holders
8new positions
9sold out
2famous investors
$19.58avg. 13F price*
At the end of Q4 2025, 67 institutions reported holding Aam Low Dur Pref & Inc. Sec (PFLD) in their 13F filings, unchanged from Q3 2025. 8 opened new positions and 9 sold out. The largest holders were Morgan Stanley ($84.3M), Wells Fargo & Company ($47.2M) and LPL Financial LLC ($14.5M). 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 (Q4 2025)
- CUSIP
- 26922A198
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $1.7M |
| Exits | 9 | $2.6M |
All 13F filers, Q3 2025 → Q4 2025: 591,734 shares bought and 1,902,234 shares sold, net −1,310,500 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 67 holders
| Morgan Stanley | 0.01% | Reduce -15.8% | 4,306,796 | $84.3M |
| Wells Fargo & Company | 0.01% | Reduce -6.1% | 2,411,438 | $47.2M |
| LPL Financial LLC | 0.00% | Reduce -22.4% | 741,076 | $14.5M |
| Rainey & Randall Wealth Advisors Inc. | 1.84% | Reduce -12.7% | 573,661 | $11.3M |
| Raymond James Financial Inc. | 0.00% | Reduce -6.6% | 498,997 | $9.8M |
| Royal Bank of Canada | 0.00% | Add +27.3% | 493,604 | $9.7M |
| Jane Street Group, LLC | 0.01% | Add +433.7% | 387,330 | $7.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +4.8% | 369,417 | $7.3M |
| Osaic Holdings, Inc. | 0.01% | Reduce -28.5% | 340,392 | $6.7M |
| L2 Asset Management, LLC | 0.78% | Add +19.1% | 296,996 | $5.8M |
| Teucrium Investment Advisors, LLC | 6.31% | — | 293,586 | $5.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -7.9% | 256,223 | $5.0M |
| Sound Income Strategies, LLC | 0.22% | Reduce -4.2% | 231,677 | $4.6M |
| Cetera Investment Advisers | 0.00% | Reduce -26.4% | 188,194 | $3.7M |
| Captrust Financial Advisors | 0.01% | Add +4.2% | 168,446 | $3.3M |
| Gotham Asset Management | 0.01% | No change | 113,924 | $2.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -18.8% | 95,785 | $1.9M |
| Stifel Financial Corp. | 0.00% | Reduce -19.2% | 80,302 | $1.6M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -9.8% | 79,942 | $1.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -8.4% | 58,764 | $1.1M |
| Kestra Advisory Services, LLC | 0.00% | Reduce -34.4% | 49,146 | $962K |
| IFP Advisors, Inc | 0.02% | No change | 48,286 | $945K |
| Bleakley Financial Group, LLC | 0.02% | Reduce -63.5% | 45,750 | $895K |
| Integrated Wealth Concepts LLC | 0.01% | New | 42,715 | $836K |
| HB Wealth Management, LLC | 0.01% | No change | 42,361 | $829K |
| Alpine Bank Wealth Management | 0.12% | Add +6.3% | 41,599 | $814K |
| Citadel Advisors | 0.00% | Add +1.3% | 40,696 | $796K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -23.3% | 36,483 | $714K |
| Independent Financial Group, LLC | 0.01% | Reduce -14.9% | 32,449 | $635K |
| Wedbush Securities Inc. | 0.02% | Reduce -17.5% | 32,275 | $631K |
| &partners | 0.00% | New | 27,488 | $538K |
| HUB Investment Partners, LLC | 0.01% | No change | 24,012 | $470K |
| National Wealth Management Group, LLC | 0.15% | Reduce -16.5% | 22,565 | $441K |
| Global Financial Private Client, LLC | 0.15% | Reduce -1.6% | 21,287 | $416K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -13.6% | 21,278 | $416K |
| Coppell Advisory Solutions LLC | 0.04% | Reduce -61.8% | 20,779 | $409K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +6.6% | 18,729 | $366K |
| Oregon Pacific Wealth Management, LLC | 0.37% | Reduce -6.5% | 18,213 | $356K |
| Concorde Asset Management, LLC | 0.14% | Add +21.5% | 17,250 | $337K |
| Comerica Bank | 0.00% | Add +6.9% | 16,211 | $317K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -21.6% | 14,783 | $289K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -3.0% | 14,555 | $285K |
| Private Advisor Group, LLC | 0.00% | Add +12.4% | 14,527 | $284K |
| Private Trust Co. NA | 0.02% | Add +4.0% | 13,075 | $256K |
| Flputnam Investment Management Co. | 0.00% | New | 12,782 | $250K |
| Hilltop Holdings Inc. | 0.01% | Add +12.4% | 12,062 | $236K |
| Creative Planning | 0.00% | Reduce -12.9% | 12,017 | $235K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -6.6% | 11,348 | $222K |
| UBS Group AG | 0.00% | Add +5.8% | 10,472 | $205K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -19.7% | 8,313 | $163K |
| Bank of Montreal | 0.00% | No change | 7,000 | $137K |
| Rockefeller Capital Management L.P. | 0.00% | Add +64.2% | 4,268 | $84K |
| AE Wealth Management LLC | 0.00% | Add +27.3% | 2,350 | $46K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -18.0% | 1,720 | $34K |
| Webster Bank, N. A. | 0.00% | Add +85.6% | 1,364 | $27K |
| Farther Finance Advisors, LLC | 0.00% | Add +12.1% | 1,245 | $24K |
| Global Retirement Partners, LLC | 0.00% | No change | 1,010 | $20K |
| Bessemer Group Inc. | 0.00% | New | 600 | $12K |
| Advisors Asset Management, Inc. | 0.00% | New | 602 | $12K |
| Allworth Financial LP | 0.00% | No change | 533 | $10K |
| NewEdge Advisors, LLC | 0.00% | No change | 449 | $9K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 343 | $7K |
| LRI Investments, LLC | 0.00% | New | 223 | $4K |
| Strategic Wealth Partners, Ltd. | 0.00% | New | 150 | $3K |
| CoreCap Advisors, LLC | 0.00% | No change | 100 | $2K |
| Essential Partners LLC | 0.00% | New | 54 | $1K |
| Key Capital Management, INC | 0.00% | — | 8 | $157 |
"% 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.