AAM Low Duration Preferred & Income Securities ETF (PFLD) Institutional Ownership $19.73 +0.12 (+0.61%) Closing price 08/22/2025 04:10 PM EasternExtended Trading$19.72 -0.02 (-0.08%) As of 08/22/2025 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. Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnershipShort InterestBuy This Stock Institutional Ownership Changes (13F Filings) for AAM Low Duration Preferred & Income Securities ETF (NYSEARCA:PFLD)Number ofInstitutional Buyers(last 12 months)5TotalInstitutional Inflows(last 12 months)$2.39MNumber ofInstitutional Sellers(last 12 months)3TotalInstitutional Outflows(last 12 months)$902.60K Get PFLD Insider Trade Alerts Want to know when executives and insiders are buying or selling AAM Low Duration Preferred & Income Securities ETF stock? 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Email Address 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 to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails8/15/2025 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% 5/6/2025 AllSquare Wealth Management LLC196,408$3.97M2.4%-4.1%0.776% 2/17/2025 Captrust Financial Advisors162,356$3.34M0.0%+4.0%1.182% 2/14/2025 Coppell Advisory Solutions LLC548,557$11.34M1.6%+13.8%3.995% 2/11/2025 AllSquare Wealth Management LLC204,833$4.21M2.4%-3.6%1.492% 1/17/2025 Janney Montgomery Scott LLC85,355$1.76M0.0%+49.5%0.622% 1/14/2025 Thurston Springer Miller Herd & Titak Inc.8,292$170K0.0%N/A0.060% Get the Latest News and Ratings for PFLD and Related StocksEnter your email address below to receive the latest news and analysts' ratings for AAM Low Duration Preferred & Income Securities ETF and its competitors with MarketBeat's FREE daily newsletter. 11/14/2024 Captrust Financial Advisors156,131$3.31M0.0%-3.0%1.137% 10/29/2024 Janney Montgomery Scott LLC57,077$1.21M0.0%-25.5%0.416% 5/1/2024 Janney Montgomery Scott LLC80,688$1.71M0.0%+12.9%0.622% 2/8/2024Eudaimonia Partners LLC13,900$290K0.1%-4.1%0.145% 2/8/2024 Janney Montgomery Scott LLC71,491$1.49M0.0%+25.9%0.747% 2/5/2024 Hexagon Capital Partners LLC6,760$141K0.0%+28.5%0.071% 11/8/2023 Janney Montgomery Scott LLC56,798$1.18M0.0%-9.5%0.594% 7/26/2023 Janney Montgomery Scott LLC62,770$1.31M0.0%+34.8%0.671% 5/2/2023 AllSquare Wealth Management LLC223,734$4.71M3.0%-0.4%2.311% 4/21/2023 Cyndeo Wealth Partners LLC657,592$1.13M0.1%+105.5%6.793% 2/14/2023 AllSquare Wealth Management LLC224,560$4.66M3.2%-1.4%2.501% 2/1/2023 Janney Montgomery Scott LLC46,234$958K0.0%-29.6%0.515% 1/13/2023 Hexagon Capital Partners LLC5,260$109K0.0%+3,406.7%0.061% 11/1/2022 AllSquare Wealth Management LLC227,818$4.85M3.5%+4.2%2.998% 10/25/2022 Janney Montgomery Scott LLC65,690$1.40M0.0%+8.5%0.864% 8/16/2022 AllSquare Wealth Management LLC218,543$4.86M3.3%+2.1%3.078% 8/3/2022 Janney Montgomery Scott LLC60,553$1.34M0.0%+43.4%0.859% 5/4/2022 AllSquare Wealth Management LLC214,077$5.10M3.1%-1.1%3.268% 2/8/2022 AllSquare Wealth Management LLC216,354$5.42M3.2%+11.8%3.743% 2/3/2022 Arkadios Wealth Advisors11,129$279K0.0%+6.2%0.193% 1/27/2022 Janney Montgomery Scott LLC38,330$961K0.0%+62.2%0.681% 1/19/2022 AdvisorNet Financial Inc40,280$1.01M0.1%+1.5%0.746% 11/12/2021 AllSquare Wealth Management LLC193,447$4.87M2.9%+151.5%5.118% 10/29/2021 Janney Montgomery Scott LLC23,628$595K0.0%N/A0.651% 10/19/2021 Arkadios Wealth Advisors10,476$263K0.0%+56.0%0.297% 10/15/2021 AdvisorNet Financial Inc39,680$999K0.1%+1,703.6%1.134% 10/7/2021Carroll Financial Associates Inc.2,845$71K0.0%-14.8%0.084% 8/13/2021 OLD Mission Capital LLC12,407$315K0.0%N/A0.570% 8/13/2021 AllSquare 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. Related Companies HCM Defender 500 Index ETF Institutional Ownership WisdomTree International Efficient Core Fund Institutional Ownership Amplify High Income ETF Institutional Ownership Principal Active High Yield ETF Institutional Ownership iShares GSCI Commodity Dynamic Roll Strategy ETF Institutional Ownership HCM Defender 100 Index ETF Institutional Ownership Franklin Systematic Style Premia ETF Institutional Ownership Adaptive Alpha Opportunities ETF Institutional Ownership SPDR SSgA Global Allocation ETF Institutional Ownership Amplify BlackSwan Growth & Treasury Core ETF Institutional Ownership This page (NYSEARCA:PFLD) was last updated on 8/23/2025 by MarketBeat.com Staff From Our PartnersBONUS GUIDE - Ben Stein Prepares For the Next Financial CrisisWith inflation high, debt soaring, and global tensions rising, a financial storm may be brewing. 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