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AAM Low Duration Preferred & Income Securities ETF (PFLD) Institutional Ownership

$19.77 -0.03 (-0.15%)
As of 05/23/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for AAM Low Duration Preferred & Income Securities ETF (NYSEARCA:PFLD)

Number of
Institutional Buyers
(last 12 months)
4
Total
Institutional Inflows
(last 12 months)
$2.25M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$843.12K
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PFLD Institutional Buying and Selling by Quarter

AAM Low Duration Preferred & Income Securities ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/6/2025 AllSquare Wealth Management LLC196,408$3.97M2.4%-4.1%0.776%
2/17/2025 Captrust Financial Advisors162,356$3.34M0.0%+4.0%1.182%
2/14/2025 Coppell Advisory Solutions LLC548,557$11.34M1.6%+13.8%3.995%
2/11/2025 AllSquare 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%
11/14/2024 Captrust 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%
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%
2/5/2024 Hexagon 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%
5/2/2023 AllSquare Wealth Management LLC223,734$4.71M3.0%-0.4%2.311%
4/21/2023 Cyndeo Wealth Partners LLC657,592$1.13M0.1%+105.5%6.793%
2/14/2023 AllSquare 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%
1/13/2023 Hexagon Capital Partners LLC5,260$109K0.0%+3,406.7%0.061%
11/1/2022 AllSquare 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%
8/16/2022 AllSquare 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%
5/4/2022 AllSquare Wealth Management LLC214,077$5.10M3.1%-1.1%3.268%
2/8/2022 AllSquare Wealth Management LLC216,354$5.42M3.2%+11.8%3.743%
2/3/2022 Arkadios 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%
11/12/2021 AllSquare Wealth Management LLC193,447$4.87M2.9%+151.5%5.118%
10/29/2021 Janney Montgomery Scott LLC23,628$595K0.0%N/A0.651%
10/19/2021 Arkadios 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%
8/13/2021 OLD Mission Capital LLC12,407$315K0.0%N/A0.570%
8/13/2021 AllSquare Wealth Management LLC76,920$1.95M1.1%N/A3.537%
7/31/2021 Arkadios 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 ($1.76M), Eudaimonia Partners LLC ($290K), and Thurston Springer Miller Herd & Titak Inc. ($170K), and Hexagon Capital Partners LLC ($141K).Learn more on PFLD's institutional investors.

Which institutional investors have been buying AAM Low Duration Preferred & Income Securities ETF stock?

The following institutional investors have purchased AAM Low Duration Preferred & Income Securities ETF stock in the last 24 months: Janney Montgomery Scott LLC ($68.38K), Coppell Advisory Solutions LLC ($66.58K), Thurston Springer Miller Herd & Titak Inc. ($8.29K), Captrust Financial Advisors ($6.23K), 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 150,977 shares in the last 24 months. This purchase volume represents approximately $3.12M in transactions.

Which AAM Low Duration Preferred & Income Securities ETF 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 ($25.52K), AllSquare Wealth Management LLC ($16.00K), Captrust Financial Advisors ($4.87K), and Eudaimonia Partners LLC ($600.00).

How much institutional selling is happening at AAM Low Duration Preferred & Income Securities ETF?

Institutional investors have sold a total of 46,991 shares in the last 24 months. This volume of shares sold represents approximately $979.87K in transactions.



This page (NYSEARCA:PFLD) was last updated on 5/24/2025 by MarketBeat.com Staff
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