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

$19.78 +0.07 (+0.36%)
Closing price 09/12/2025 04:10 PM Eastern
Extended Trading
$19.77 -0.01 (-0.03%)
As of 09/12/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for AAM Low Duration Preferred & Income Securities ETF (NYSEARCA:PFLD)

Number of
Institutional Buyers
(last 12 months)
5
Total
Institutional Inflows
(last 12 months)
$2.39M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$902.60K
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PFLD Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/15/2025 Captrust Financial Advisors166,055$3.26M0.0%+0.6%0.658%
8/14/2025 AllSquare 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%
2/8/2022AllSquare Wealth Management LLC216,354$5.42M3.2%+11.8%3.743%
2/3/2022Arkadios Wealth Advisors11,129$279K0.0%+6.2%0.193%
1/27/2022Janney Montgomery Scott LLC38,330$961K0.0%+62.2%0.681%
1/19/2022AdvisorNet Financial Inc40,280$1.01M0.1%+1.5%0.746%
11/12/2021AllSquare Wealth Management LLC193,447$4.87M2.9%+151.5%5.118%
10/29/2021Janney Montgomery Scott LLC23,628$595K0.0%N/A0.651%
10/19/2021Arkadios Wealth Advisors10,476$263K0.0%+56.0%0.297%
10/15/2021AdvisorNet Financial Inc39,680$999K0.1%+1,703.6%1.134%
10/7/2021Carroll Financial Associates Inc.2,845$71K0.0%-14.8%0.084%
8/13/2021OLD Mission Capital LLC12,407$315K0.0%N/A0.570%
8/13/2021AllSquare Wealth Management LLC76,920$1.95M1.1%N/A3.537%
(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 ($3.79M), Captrust Financial Advisors ($3.26M), Janney Montgomery Scott LLC ($1.75M), Eudaimonia Partners LLC ($290K), Thurston Springer Miller Herd & Titak Inc. ($170K), and Hexagon Capital Partners LLC ($141K).Learn more on AAM Low Duration Preferred & Income Securities ETF's institutional investors.

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

The following institutional investors have purchased AAM Low Duration Preferred & Income Securities ETF's stock in the last 24 months: Coppell Advisory Solutions LLC ($66.58K), Janney Montgomery Scott LLC ($56.08K), Thurston Springer Miller Herd & Titak Inc. ($8.29K), Captrust Financial Advisors ($7.25K), MassMutual Private Wealth & Trust FSB ($2.10K), 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 116,419 shares in the last 24 months. This purchase volume represents approximately $2.39M in transactions.

Which of AAM Low Duration Preferred & Income Securities ETF's 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 ($19.55K), AllSquare Wealth Management LLC ($19.04K), and Captrust Financial Advisors ($4.87K).

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

Institutional investors have sold a total of 43,452 shares in the last 24 months. This volume of shares sold represents approximately $902.60K in transactions.


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This page (NYSEARCA:PFLD) was last updated on 9/13/2025 by MarketBeat.com Staff
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