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AAM SLC Low Duration Income ETF (LODI) Institutional Ownership

$25.23 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for AAM SLC Low Duration Income ETF (NYSEARCA:LODI)

Number of
Institutional Buyers
(last 12 months)
10
Total
Institutional Inflows
(last 12 months)
$8.90M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$168.58K
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Skip Chart & View Institutional Buying and Selling Data

LODI Institutional Buying and Selling by Quarter

AAM SLC Low Duration Income ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/7/2026 Spartan Wealth Advisory Services LLC231,725$5.84M0.5%N/A7.241%
5/6/2026 Independent Financial Group LLC13,067$329K0.0%N/A0.408%
4/27/2026 World Investment Advisors11,616$293K0.0%-10.2%0.366%
4/27/2026 Private Advisor Group LLC13,279$335K0.0%N/A0.419%
4/20/2026 Kestra Private Wealth Services LLC9,213$232K0.0%N/A0.291%
3/13/2026 World Investment Advisors12,941$327K0.0%N/A0.443%
2/17/2026 Osaic Holdings Inc.27,807$702K0.0%-13.6%0.952%
2/13/2026 Kestra Advisory Services LLC4,839$122K0.0%N/A0.166%
2/11/2026 LPL Financial LLC297,253$7.51M0.0%+5.7%10.180%
2/4/2026 World Investment Advisors12,941$327K0.0%N/A0.443%
2/2/2026 Grantvest Financial Group LLC40,825$1.03M0.7%+52.2%1.398%
11/5/2025 Envestnet Asset Management Inc.18,992$479K0.0%-4.8%0.683%
11/4/2025 Grantvest Financial Group LLC26,825$677K0.5%+13.1%0.965%
9/4/2025 Osaic Holdings Inc.20,519$517K0.0%+220.1%0.873%
8/14/2025 Baker Avenue Asset Management LP8,000$202K0.0%N/A0.340%
5/19/2025Jane Street Group LLC15,711$394K0.0%N/A0.698%
5/8/2025Grantvest Financial Group LLC14,185$356K0.3%N/A0.630%
4/29/2025Envestnet Asset Management Inc.19,830$497K0.0%N/A0.881%


LODI Institutional Ownership - Frequently Asked Questions

During the previous two years, 12 institutional investors and hedge funds held shares of AAM SLC Low Duration Income ETF. The most heavily invested institutionals were LPL Financial LLC ($7.51M), Spartan Wealth Advisory Services LLC ($5.84M), Grantvest Financial Group LLC ($1.03M), Osaic Holdings Inc. ($702K), Envestnet Asset Management Inc. ($479K), Jane Street Group LLC ($394K), and Private Advisor Group LLC ($335K).Learn more on AAM SLC Low Duration Income ETF's institutional investors.

Of the 12 institutional investors that purchased AAM SLC Low Duration Income ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Spartan Wealth Advisory Services LLC ($231.73K), Grantvest Financial Group LLC ($31.29K), World Investment Advisors ($25.88K), Envestnet Asset Management Inc. ($19.83K), LPL Financial LLC ($15.92K), Jane Street Group LLC ($15.71K), and Osaic Holdings Inc. ($14.11K).

Institutional investors have bought a total of 353,144 shares in the last 24 months. This purchase volume represents approximately $8.90M in transactions.

The following institutional investors have sold AAM SLC Low Duration Income ETF stock in the last 24 months: Osaic Holdings Inc. ($4.39K), World Investment Advisors ($1.33K), and Envestnet Asset Management Inc. ($967.00).

Institutional investors have sold a total of 6,679 shares in the last 24 months. This volume of shares sold represents approximately $168.58K in transactions.


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This page (NYSEARCA:LODI) was last updated on 5/25/2026 by MarketBeat.com Staff.
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