Aam Low Dur Pref & Inc. SecPFLDETF
13F holders, Q1 2026 (March 31)61holders −6
11new positions
15sold out
2famous investors
$19.37avg. 13F price*
At the end of Q1 2026, 61 institutions reported holding Aam Low Dur Pref & Inc. Sec (PFLD) in their 13F filings, down 6 from Q4 2025. 11 opened new positions and 15 sold out. The largest holders were Morgan Stanley ($84.8M), Wells Fargo & Company ($45.0M) and L2 Asset Management, LLC ($13.9M). 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 (Q1 2026)
- CUSIP
- 26922A198
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $1.6M |
| Exits | 15 | $5.1M |
All 13F filers, Q4 2025 → Q1 2026: 717,926 shares bought and 1,122,660 shares sold, net −404,734 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 61 holders
| Morgan Stanley | 0.01% | Add +1.7% | 4,380,710 | $84.8M |
| Wells Fargo & Company | 0.01% | Reduce -3.5% | 2,326,678 | $45.0M |
| L2 Asset Management, LLC | 1.32% | Add +142.0% | 718,661 | $13.9M |
| LPL Financial LLC | 0.00% | Reduce -7.0% | 688,879 | $13.3M |
| Rainey & Randall Wealth Advisors Inc. | 1.64% | Reduce -9.8% | 517,740 | $10.1M |
| Royal Bank of Canada | 0.00% | Reduce -9.4% | 446,999 | $8.7M |
| Raymond James Financial Inc. | 0.00% | Reduce -13.0% | 434,249 | $8.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -8.5% | 337,862 | $6.6M |
| Osaic Holdings, Inc. | 0.01% | Reduce -8.8% | 310,297 | $6.0M |
| Teucrium Investment Advisors, LLC | 4.02% | Reduce -8.9% | 267,477 | $5.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -7.2% | 237,791 | $4.6M |
| Sound Income Strategies, LLC | 0.21% | Reduce -4.3% | 221,638 | $4.3M |
| Gotham Asset Management | 0.01% | Add +82.0% | 207,348 | $4.0M |
| Captrust Financial Advisors | 0.01% | Add +0.6% | 169,425 | $3.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +13.6% | 108,854 | $2.1M |
| Jane Street Group, LLC | 0.00% | Reduce -72.5% | 106,676 | $2.1M |
| Cetera Investment Advisers | 0.00% | Reduce -45.8% | 102,062 | $2.0M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -15.7% | 67,398 | $1.3M |
| Stifel Financial Corp. | 0.00% | Reduce -25.6% | 59,711 | $1.2M |
| Citadel Advisors | 0.00% | Add +36.9% | 55,718 | $1.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -11.3% | 52,132 | $1.0M |
| IFP Advisors, Inc | 0.02% | No change | 48,286 | $935K |
| Bleakley Financial Group, LLC | 0.01% | Reduce -0.5% | 45,530 | $881K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -8.5% | 44,975 | $871K |
| Independent Financial Group, LLC | 0.02% | Add +34.6% | 43,670 | $845K |
| HB Wealth Management, LLC | 0.00% | Reduce -12.1% | 37,228 | $721K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +0.4% | 36,616 | $709K |
| &partners | 0.00% | Add +12.2% | 30,844 | $590K |
| HRT Financial LP | 0.00% | New | 23,728 | $459K |
| Ameritas Advisory Services, LLC | 0.02% | Add +8.8% | 23,151 | $448K |
| Susquehanna International Group, LLP | 0.00% | New | 21,222 | $411K |
| Concorde Asset Management, LLC | 0.17% | Add +3.2% | 17,800 | $346K |
| Wedbush Securities Inc. | 0.01% | Reduce -50.4% | 16,025 | $310K |
| Fifth Third Bancorp | 0.00% | New | 14,238 | $276K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -28.4% | 13,401 | $259K |
| Private Trust Co. NA | 0.02% | No change | 13,075 | $253K |
| Foundations Investment Advisors, LLC | 0.00% | Add +10.2% | 12,501 | $242K |
| Creative Planning | 0.00% | Reduce -0.1% | 12,000 | $232K |
| Cornerstone Wealth Management, LLC | 0.01% | New | 10,655 | $206K |
| UBS Group AG | 0.00% | Reduce -5.5% | 9,900 | $192K |
| Bank of Montreal | 0.00% | No change | 7,000 | $136K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -17.8% | 6,834 | $132K |
| Advisory Services Network, LLC | 0.00% | New | 5,330 | $103K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 4,268 | $83K |
| Private Wealth Asset Management, LLC | 0.01% | New | 3,059 | $59K |
| Webster Bank, N. A. | 0.00% | Add +44.9% | 1,976 | $38K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 1,720 | $33K |
| Ascentis Independent Advisors | 0.00% | New | 1,529 | $30K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -6.4% | 1,165 | $23K |
| AE Wealth Management LLC | 0.00% | Reduce -72.6% | 643 | $12K |
| Bessemer Group Inc. | 0.00% | No change | 600 | $12K |
| Advisors Asset Management, Inc. | 0.00% | Add +0.8% | 607 | $12K |
| IFG Advisory, LLC | 0.03% | New | 533 | $10K |
| Key Capital Management, INC | 0.01% | Add +5787.5% | 471 | $9K |
| NewEdge Advisors, LLC | 0.00% | No change | 449 | $9K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 343 | $7K |
| Hanson & Doremus Investment Management | 0.00% | New | 183 | $4K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 150 | $3K |
| CoreCap Advisors, LLC | 0.00% | No change | 100 | $2K |
| PMV Capital Advisers, LLC | 0.00% | New | 9 | $169 |
| Merkkuri Wealth Advisors LLC | 0.00% | New | 1 | $17 |
"% 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.