ETF SER SOLUTIONS

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PFLD·26922A198·US·preferred·Unknown - Unknown

AAM LW DUR PFD

PFLD (ETF SER SOLUTIONS) is held by 30 institutional investors as of Q1 2026. Largest holders: MORGAN STANLEY ($84.8M), WELLS FARGO & COMPANY/MN ($45M), LPL Financial LLC ($13.3M). Net institutional sentiment: Bearish.

30

Holders

Avg rating(7 Elite)

$193.4M

Total Value

29% (34)

Fund Consensus

9 buying - 22 selling

Smart Money Verdict

View all

39Weak MomentumSingle Source

Institutional (13F)39

Insider (Form 4)

No data

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

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See how PFLD's score breaks down across 4 SEC sources

Holder Quality

7

★★★★★

Elite

11

★★★★

Strong

12

★★★

Solid

4

★★

Below

0

★

Weak

Held by 30 funds

7 elite

No recent insider, activist, or congressional trades found for this stock

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (30)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	Increased	4.4M(+1.7%)	$84.8M	0.0%	+2.42%	30
WELLS FARGO & COMPANY/MN	Decreased	2.3M(-3.5%)	$45M	0.0%	+2.62%	0
LPL Financial LLC	Decreased	688,879(-7.0%)	$13.3M	0.0%	+4.59%	0
ROYAL BANK OF CANADA	Decreased	446,999(-9.4%)	$8.7M	0.0%	+1.58%	0
RAYMOND JAMES FINANCIAL INC	Decreased	434,249(-13.0%)	$8.4M	0.0%	+2.12%	0
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	337,862(-8.5%)	$6.6M	0.0%	+1.65%	0
OSAIC HOLDINGS, INC.	Decreased	310,297(-8.8%)	$6M	0.0%	+3.04%	0
GAGotham Asset Management, LLC	Increased	207,348(+82.0%)	$4M	0.0%	+1.14%	41
CAPTRUST FINANCIAL ADVISORS	Increased	169,425(+0.6%)	$3.3M	0.0%	+11.28%	27
COMMONWEALTH EQUITY SERVICES, LLC	Increased	108,854(+13.6%)	$2.1M	0.0%	+3.53%	29
JANE STREET GROUP, LLC	Decreased	106,676(-72.5%)	$2.1M	0.0%	+0.55%	0
Cetera Investment Advisers	Decreased	102,062(-45.8%)	$2M	0.0%	+3.20%	0
STIFEL FINANCIAL CORP	Decreased	59,711(-25.6%)	$1.2M	0.0%	+3.23%	0
CITADEL ADVISORS LLC	Increased	55,718(+36.9%)	$1.1M	0.0%	+1.79%	33
ENVESTNET ASSET MANAGEMENT INC	Decreased	52,132(-11.3%)	$1M	0.0%	+3.97%	0
Kestra Advisory Services, LLC	Decreased	44,975(-8.5%)	$870,723	0.0%	+5.21%	0
HB Wealth Management, LLC	Decreased	37,228(-12.1%)	$720,734	0.0%	+1.19%	0
&PARTNERS	Increased	30,844(+12.2%)	$589,590	0.0%	+0.33%	27
SUSQUEHANNA INTERNATIONAL GROUP, LLP	New	21,222	$410,858	0.0%	-0.31%	37
FIFTH THIRD BANCORP	New	14,238	$275,648	0.0%	-0.31%	32

Showing 1-20 of 34

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer