AAM LOW DURATION PREFERRED AND INCOME SECURITIES ETF

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PFLD·26922A198·US·Preferred Stock·Unknown - Unknown

PFLD (AAM LOW DURATION PREFERRED AND INCOME SECURITIES ETF) is held by 32 institutional investors as of Q2 2026. Largest holders: MORGAN STANLEY ($90.7M), WELLS FARGO & COMPANY/MN ($46M), LPL Financial LLC ($13.5M). Net institutional sentiment: Mixed.

32

Holders

(4 Elite)

$199.8M

Total Value

57% (30)

Consensus

17 buying - 13 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)64

Insider (Form 4)34

Activist (13D/13G)57

Congressional (STOCK Act)67

Holder Quality

27

★★★★★

Elite

35

★★★★

Strong

35

★★★

Solid

73

★★

Below

20

★

Weak

Held by 32 funds

4 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for PFLD.

Top Holders

Top Holders (32)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	Increased	4.6M(+5.9%)	$90.7M	0.0%	+5.05%	32
WELLS FARGO & COMPANY/MN	Increased	2.4M(+1.2%)	$46M	0.0%	+5.42%	29
LPL Financial LLC	Decreased	688,338(-0.1%)	$13.5M	0.0%	+7.44%	0
ROYAL BANK OF CANADA	Increased	454,764(+1.7%)	$8.9M	0.0%	+4.73%	28
RAYMOND JAMES FINANCIAL INC	Decreased	411,298(-5.3%)	$8M	0.0%	+4.75%	0
OSAIC HOLDINGS, INC.	Increased	346,806(+11.8%)	$6.8M	0.0%	+5.23%	30
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	337,381(-0.1%)	$6.6M	0.0%	+4.54%	0
GAGotham Asset Management, LLC	Increased	226,451(+9.2%)	$4.4M	0.0%	+3.96%	29
CAPTRUST FINANCIAL ADVISORS	Increased	171,102(+1.0%)	$3.3M	0.0%	+13.82%	27
COMMONWEALTH EQUITY SERVICES, LLC	Increased	122,785(+12.8%)	$2.4M	0.0%	+5.73%	29
Cetera Investment Advisers	Decreased	87,468(-14.3%)	$1.7M	0.0%	+6.01%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	66,723(+28.0%)	$1.3M	0.0%	+5.42%	32
CITADEL ADVISORS LLC	Increased	56,328(+1.1%)	$1.1M	0.0%	+4.65%	25
JANE STREET GROUP, LLC	Decreased	48,581(-54.5%)	$949,759	0.0%	+3.39%	0
STIFEL FINANCIAL CORP	Decreased	47,837(-19.9%)	$935,223	0.0%	+5.81%	0
Kestra Advisory Services, LLC	Decreased	32,500(-27.7%)	$635,371	0.0%	+7.88%	0
&PARTNERS	Decreased	30,698(-0.5%)	$600,150	0.0%	+3.23%	0
CULLEN/FROST BANKERS, INC.	Increased	17,263(+28.8%)	$337,486	0.0%	+3.79%	30
FIFTH THIRD BANCORP	Unchanged	14,238	$278,353	0.0%	+3.00%	0
UBS Group AG	Increased	12,994(+31.3%)	$254,033	0.0%	+4.55%	20

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PFLDAAM LOW DURATION PREFERRED AND INCOME SECURITIES ETF

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer