Who owns PFLD?
AAM Low Duration Preferred and Income Securities ETF · AAM
63 institutions reported holding PFLD, worth $241.7M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of PFLD
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Morgan Stanley | New York, NY | $90.7M | 4,639,845 | +259,135 shares |
| Wells Fargo & Company | San Francisco, CA | $46.0M | 2,353,708 | +27,030 shares |
| LPL Financial LLC | Fort Mill, SC | $13.5M | 688,338 | −541 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $8.9M | 454,764 | +7,765 shares |
| Rainey & Randall Wealth Advisors Inc. | Celebration, FL | $8.8M | 449,007 | −68,733 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $8.8M | 450,308 | +212,517 shares |
| L2 Asset Management, LLC | Wayland, MA | $8.1M | 412,303 | −306,358 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $8.0M | 411,298 | −22,951 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $6.8M | 346,806 | +36,509 shares |
| Wealth Enhancement Advisory Services, LLC | Plymouth, MN | $6.6M | 337,381 | −481 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 PFLD?
63 institutional managers reported holding PFLD in Form 13F filings for June 30, 2026, worth $241.7M in total. The largest reported position was held by Morgan Stanley, at $90.7M.
Did institutions buy or sell PFLD last quarter?
Reported 13F value rose 1.4% from March 31, 2026, which includes price moves as well as buying and selling. 12 firms reported a new position and 9 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 PFLD 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.