AAM Low Duration Preferred & Income Securities ETF (PFLD) Institutional Ownership $19.56 +0.01 (+0.05%) As of 07/18/2025 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHeadlinesHoldingsOwnershipShort InterestBuy This Stock Institutional Ownership Changes (13F Filings) for AAM Low Duration Preferred & Income Securities ETF (NYSEARCA:PFLD)Number ofInstitutional Buyers(last 12 months)5TotalInstitutional Inflows(last 12 months)$2.37MNumber ofInstitutional Sellers(last 12 months)3TotalInstitutional Outflows(last 12 months)$843.12K Get PFLD Insider Trade Alerts Want to know when executives and insiders are buying or selling AAM Low Duration Preferred & Income Securities ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data PFLD Institutional Buying and Selling by Quarter AAM Low Duration Preferred & Income Securities ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails7/17/2025 Janney Montgomery Scott LLC89,316$1.75M0.0%+4.6%0.352% 7/9/2025 MassMutual Private Wealth & Trust FSB2,097$41K0.0%N/A0.008% 5/6/2025AllSquare Wealth Management LLC196,408$3.97M2.4%-4.1%0.776% 2/17/2025Captrust Financial Advisors162,356$3.34M0.0%+4.0%1.182% 2/14/2025Coppell Advisory Solutions LLC548,557$11.34M1.6%+13.8%3.995% 2/11/2025AllSquare Wealth Management LLC204,833$4.21M2.4%-3.6%1.492% 1/17/2025 Janney Montgomery Scott LLC85,355$1.76M0.0%+49.5%0.622% 1/14/2025 Thurston Springer Miller Herd & Titak Inc.8,292$170K0.0%N/A0.060% 11/14/2024Captrust Financial Advisors156,131$3.31M0.0%-3.0%1.137% 10/29/2024 Janney Montgomery Scott LLC57,077$1.21M0.0%-25.5%0.416% Get the Latest News and Ratings for PFLD and Related StocksEnter your email address below to receive the latest news and analysts' ratings for AAM Low Duration Preferred & Income Securities ETF and its competitors with MarketBeat's FREE daily newsletter. 5/1/2024 Janney Montgomery Scott LLC80,688$1.71M0.0%+12.9%0.622% 2/8/2024Eudaimonia Partners LLC13,900$290K0.1%-4.1%0.145% 2/8/2024 Janney Montgomery Scott LLC71,491$1.49M0.0%+25.9%0.747% 2/5/2024Hexagon Capital Partners LLC6,760$141K0.0%+28.5%0.071% 11/8/2023 Janney Montgomery Scott LLC56,798$1.18M0.0%-9.5%0.594% 7/26/2023 Janney Montgomery Scott LLC62,770$1.31M0.0%+34.8%0.671% 5/2/2023AllSquare Wealth Management LLC223,734$4.71M3.0%-0.4%2.311% 4/21/2023Cyndeo Wealth Partners LLC657,592$1.13M0.1%+105.5%6.793% 2/14/2023AllSquare Wealth Management LLC224,560$4.66M3.2%-1.4%2.501% 2/1/2023 Janney Montgomery Scott LLC46,234$958K0.0%-29.6%0.515% 1/13/2023Hexagon Capital Partners LLC5,260$109K0.0%+3,406.7%0.061% 11/1/2022AllSquare Wealth Management LLC227,818$4.85M3.5%+4.2%2.998% 10/25/2022 Janney Montgomery Scott LLC65,690$1.40M0.0%+8.5%0.864% 8/16/2022AllSquare Wealth Management LLC218,543$4.86M3.3%+2.1%3.078% 8/3/2022 Janney Montgomery Scott LLC60,553$1.34M0.0%+43.4%0.859% 5/4/2022AllSquare Wealth Management LLC214,077$5.10M3.1%-1.1%3.268% 2/8/2022AllSquare Wealth Management LLC216,354$5.42M3.2%+11.8%3.743% 2/3/2022Arkadios Wealth Advisors11,129$279K0.0%+6.2%0.193% 1/27/2022 Janney Montgomery Scott LLC38,330$961K0.0%+62.2%0.681% 1/19/2022 AdvisorNet Financial Inc40,280$1.01M0.1%+1.5%0.746% 11/12/2021AllSquare Wealth Management LLC193,447$4.87M2.9%+151.5%5.118% 10/29/2021 Janney Montgomery Scott LLC23,628$595K0.0%N/A0.651% 10/19/2021Arkadios Wealth Advisors10,476$263K0.0%+56.0%0.297% 10/15/2021 AdvisorNet Financial Inc39,680$999K0.1%+1,703.6%1.134% 10/7/2021Carroll Financial Associates Inc.2,845$71K0.0%-14.8%0.084% 8/13/2021OLD Mission Capital LLC12,407$315K0.0%N/A0.570% 8/13/2021AllSquare Wealth Management LLC76,920$1.95M1.1%N/A3.537% 7/31/2021Arkadios Wealth Advisors6,717$170K0.0%N/A0.309% (Data available from 1/1/2016 forward) PFLD Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of PFLD shares? During the previous two years, the following institutional investors and hedge funds held shares of AAM Low Duration Preferred & Income Securities ETF shares: Coppell Advisory Solutions LLC ($11.34M), AllSquare Wealth Management LLC ($3.97M), Captrust Financial Advisors ($3.34M), Janney Montgomery Scott LLC ($1.75M), Eudaimonia Partners LLC ($290K), Thurston Springer Miller Herd & Titak Inc. ($170K), and Hexagon Capital Partners LLC ($141K).Learn more on AAM Low Duration Preferred & Income Securities ETF's institutional investors. Which institutional investors have been buying AAM Low Duration Preferred & Income Securities ETF's stock? The following institutional investors have purchased AAM Low Duration Preferred & Income Securities ETF's stock in the last 24 months: Janney Montgomery Scott LLC ($72.29K), Coppell Advisory Solutions LLC ($66.58K), Thurston Springer Miller Herd & Titak Inc. ($8.29K), Captrust Financial Advisors ($6.23K), MassMutual Private Wealth & Trust FSB ($2.10K), and Hexagon Capital Partners LLC ($1.50K). How much institutional buying is happening at AAM Low Duration Preferred & Income Securities ETF? Institutional investors have bought a total of 115,390 shares in the last 24 months. This purchase volume represents approximately $2.37M in transactions. Which of AAM Low Duration Preferred & Income Securities ETF's major shareholders have been selling company stock? The following institutional investors have sold AAM Low Duration Preferred & Income Securities ETF stock in the last 24 months: Janney Montgomery Scott LLC ($19.55K), AllSquare Wealth Management LLC ($16.00K), and Captrust Financial Advisors ($4.87K). How much institutional selling is happening at AAM Low Duration Preferred & Income Securities ETF? Institutional investors have sold a total of 40,419 shares in the last 24 months. This volume of shares sold represents approximately $843.12K in transactions. 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