Who owns LODI?
AAM SLC Low Duration Income ETF · AAM
18 institutions reported holding LODI, worth $80.6M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of LODI
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Sun Life Financial Inc. | Toronto, Ontario, Canada | $50.4M | 2,000,000 | No change |
| LPL Financial LLC | Fort Mill, SC | $14.6M | 580,532 | +221,860 shares |
| Spartan Wealth Advisory Services LLC | Bingham Farms, MI | $6.6M | 261,316 | +29,591 shares |
| Sanctuary Advisors, LLC | Indianapolis, IN | $1.9M | 74,508 | New position |
| Independent Financial Group, LLC | San Diego, CA | $1.4M | 54,007 | +35,340 shares |
| Grantvest Financial Group LLC | Matawan, NJ | $1.2M | 46,627 | +273 shares |
| Waverly Advisors, LLC | Birmingham, AL | $1.0M | 40,900 | New position |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $554K | 22,000 | +12,213 shares |
| Kestra Advisory Services, LLC | Austin, TX | $548K | 21,764 | New position |
| Private Advisor Group, LLC | Morristown, NJ | $482K | 19,133 | +5,854 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns LODI?
18 institutional managers reported holding LODI in Form 13F filings for June 30, 2026, worth $80.6M in total. The largest reported position was held by Sun Life Financial Inc., at $50.4M.
Did institutions buy or sell LODI last quarter?
Reported 13F value rose 16.4% from March 31, 2026, which includes price moves as well as buying and selling. 6 firms reported a new position and 1 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is LODI ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.