Who Owns PFLD?
AAM Low Duration Preferred and Income Securities ETF — Institutional Ownership & 13F Holdings
$19.71
-0.03 (-0.15%)
Market Cap
$434.9M
Shares Outstanding
21,327,299
Institutional Holders
63
Total Inst. Value
$247.8M
% of Float Held
—
QoQ Holder Change
+28
Institutional data as of Q1 2025
New Positions
16
Closed Positions
9
Increased
27
Decreased
10
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $114.8M | 5,681,119 |
| 2 | WELLS FARGO & COMPANY/MN | $45.9M | 2,270,104 |
| 3 | RAINEY & RANDALL WEALTH ADVISORS INC. | $13.6M | 670,186 |
| 4 | RAYMOND JAMES FINANCIAL INC | $11.8M | 585,964 |
| 5 | ROYAL BANK OF CANADA | $8.7M | 428,660 |
| 6 | OSAIC HOLDINGS, INC. | $6.6M | 327,666 |
| 7 | Cambridge Investment Research Advisors, Inc. | $6.1M | 300,667 |
| 8 | STIFEL FINANCIAL CORP | $5.8M | 285,051 |
| 9 | Sound Income Strategies, LLC | $5.3M | 260,527 |
| 10 | AllSquare Wealth Management LLC | $4.0M | 196,408 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MORGAN STANLEY | +432K | $114.8M |
| WELLS FARGO & COMPANY/MN | +431K | $45.9M |
| RAINEY & RANDALL WEALTH ADVISORS INC. | +16K | $13.6M |
| RAYMOND JAMES FINANCIAL INC | +67K | $11.8M |
| ROYAL BANK OF CANADA | +151K | $8.7M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Coppell Advisory Solutions LLC | -473K | $1.5M |
| STIFEL FINANCIAL CORP | -47K | $5.8M |
| Steward Partners Investment Advisory, LLC | -40K | $319K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -17K | $303K |
| COMERICA BANK | -16K | $364K |
Related Stocks
Frequently Asked Questions
How many institutional investors hold PFLD?
As of Q1 2025, 63 institutional investors report holding PFLD (AAM Low Duration Preferred and Income Securities ETF) in their 13F filings.
Which hedge fund owns the most PFLD?
The largest institutional holder of PFLD is MORGAN STANLEY with $114.8M in shares.
Are institutions buying or selling PFLD?
This quarter, 16 institutions opened new positions in PFLD and 9 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.