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

$19.64 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
6
Total
Institutional Inflows
(last 12 months)
$6.76M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$1.27M
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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
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/28/2026 Ascentis Independent Advisors1,529$30K0.0%N/A0.007%
4/27/2026 Sound Income Strategies LLC221,638$4.31M0.2%-4.3%1.026%
4/22/2026 Janney Montgomery Scott LLC67,398$1.31M0.0%-15.7%0.310%
2/17/2026 Teucrium Investment Advisors LLC293,586$5.74M6.3%N/A1.311%
2/17/2026 Captrust Financial Advisors168,446$3.30M0.0%+4.2%0.752%
2/11/2026 Janney Montgomery Scott LLC79,942$1.56M0.0%-9.8%0.357%
1/21/2026 Sound Income Strategies LLC231,677$4.57M0.2%-4.2%1.023%
1/15/2026 Alpine Bank Wealth Management41,599$814K0.1%+6.3%0.184%
11/19/2025 Captrust Financial Advisors161,675$3.19M0.0%-2.6%0.656%
10/22/2025 Alpine Bank Wealth Management39,146$771K0.1%+655.0%0.159%
10/10/2025 Sound Income Strategies LLC241,728$4.76M0.3%-6.3%0.965%
8/15/2025 Captrust Financial Advisors166,055$3.26M0.0%+0.6%0.658%
8/14/2025AllSquare Wealth Management LLC193,375$3.79M2.1%-1.5%0.766%
7/17/2025 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%
1/17/2025Janney Montgomery Scott LLC85,355$1.76M0.0%+49.5%0.622%
1/14/2025Thurston 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%
10/29/2024Janney Montgomery Scott LLC57,077$1.21M0.0%-25.5%0.416%
5/1/2024Janney Montgomery Scott LLC80,688$1.71M0.0%+12.9%0.622%
2/8/2024Eudaimonia Partners LLC13,900$290K0.1%-4.1%0.145%
2/8/2024Janney Montgomery Scott LLC71,491$1.49M0.0%+25.9%0.747%
2/5/2024Hexagon Capital Partners LLC6,760$141K0.0%+28.5%0.071%
11/8/2023Janney Montgomery Scott LLC56,798$1.18M0.0%-9.5%0.594%
7/26/2023Janney 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%
2/1/2023Janney 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%
10/25/2022Janney 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%
8/3/2022Janney 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%


PFLD Institutional Ownership - Frequently Asked Questions

During the previous two years, 10 institutional investors and hedge funds held shares of AAM Low Duration Preferred & Income Securities ETF. The most heavily invested institutionals were Coppell Advisory Solutions LLC ($11.34M), Teucrium Investment Advisors LLC ($5.74M), Sound Income Strategies LLC ($4.31M), AllSquare Wealth Management LLC ($3.79M), Captrust Financial Advisors ($3.30M), Janney Montgomery Scott LLC ($1.31M), and Alpine Bank Wealth Management ($814K).Learn more on AAM Low Duration Preferred & Income Securities ETF's institutional investors.

The following institutional investors have purchased AAM Low Duration Preferred & Income Securities ETF's stock in the last 24 months: Teucrium Investment Advisors LLC ($293.59K), Coppell Advisory Solutions LLC ($66.58K), Alpine Bank Wealth Management ($36.41K), Janney Montgomery Scott LLC ($32.19K), Captrust Financial Advisors ($14.03K), Thurston Springer Miller Herd & Titak Inc. ($8.29K), and MassMutual Private Wealth & Trust FSB ($2.10K).

Institutional investors have bought a total of 345,342 shares in the last 24 months. This purchase volume represents approximately $6.76M in transactions.

The following institutional investors have sold AAM Low Duration Preferred & Income Securities ETF stock in the last 24 months: Sound Income Strategies LLC ($36.48K), Janney Montgomery Scott LLC ($21.23K), Captrust Financial Advisors ($4.38K), and AllSquare Wealth Management LLC ($3.03K).

Institutional investors have sold a total of 65,121 shares in the last 24 months. This volume of shares sold represents approximately $1.27M in transactions.


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