AAM LOW DUR PREF & INC SEC (PFLD) Institutional Ownership Changes & 13F Activity
AAM LOW DUR PREF & INC SEC (PFLD). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include L2 Asset Management, Llc, Morgan Stanley, Jane Street Group, Llc, Osaic Holdings, Inc., and Teucrium Investment Advisors, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Buy | +610 | +1.1% | 56,328 | $1.10M | Q2 2026 | Sep 02, 2026 |
| Jane Street Group, Llc | Sell | -58,095 | -54.5% | 48,581 | $949.76K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +36,509 | +11.8% | 346,806 | $6.78M | Q2 2026 | Aug 14, 2026 |
| Teucrium Investment Advisors, Llc | Sell | -30,040 | -11.2% | 237,437 | $4.64M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +27,030 | +1.2% | 2,353,708 | $46.02M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -22,951 | -5.3% | 411,298 | $8.04M | Q2 2026 | Aug 14, 2026 |
| Gotham Asset Management, Llc | Buy | +19,103 | +9.2% | 226,451 | $4.43M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +12,586 | — | 12,586 | $246.06K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +7,765 | +1.7% | 454,764 | $8.89M | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Buy | +3,001 | +13.0% | 26,152 | $511.26K | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +385 | — | 385 | $7.57K | Q2 2026 | Aug 14, 2026 |
| &Partners | Sell | -146 | -0.5% | 30,698 | $600.15K | Q2 2026 | Aug 14, 2026 |
| Advisors Asset Management, Inc. | Sell | -20 | -3.3% | 587 | $11.48K | Q2 2026 | Aug 14, 2026 |
| L2 Asset Management, Llc | Sell | -306,358 | -42.6% | 412,303 | $8.10M | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +259,135 | +5.9% | 4,639,845 | $90.71M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +3,094 | +31.3% | 12,994 | $254.03K | Q2 2026 | Aug 13, 2026 |
| Captrust Financial Advisors | Buy | +1,677 | +1.0% | 171,102 | $3.35M | Q2 2026 | Aug 13, 2026 |
| Fmr Llc | Buy | +1,044 | — | 1,044 | $20.42K | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +20 | +0.3% | 6,854 | $134.00K | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | Sell | -14,594 | -14.3% | 87,468 | $1.71M | Q2 2026 | Aug 12, 2026 |
| Stifel Financial Corp | Sell | -11,874 | -19.9% | 47,837 | $935.22K | Q2 2026 | Aug 12, 2026 |
| Stonex Group Inc. | Buy | +10,590 | — | 10,590 | $207.24K | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Buy | +449 | — | 449 | $8.78K | Q2 2026 | Aug 12, 2026 |
| Johnson Financial Group, Inc. | Buy | +2,400 | — | 2,400 | $47.14K | Q2 2026 | Aug 10, 2026 |
| Alpine Bank Wealth Management | Buy | +7,159 | — | 7,159 | $139.96K | Q2 2026 | Aug 07, 2026 |
| Lpl Financial Llc | Sell | -541 | -0.1% | 688,338 | $13.46M | Q2 2026 | Aug 07, 2026 |
| Bleakley Financial Group, Llc | Buy | +11,187 | +24.6% | 56,717 | $1.11M | Q2 2026 | Aug 05, 2026 |
| Janney Montgomery Scott Llc | Sell | -6,631 | -9.8% | 60,767 | $1.19M | Q2 2026 | Aug 05, 2026 |
| Envestnet Asset Management Inc | Buy | +14,591 | +28.0% | 66,723 | $1.30M | Q2 2026 | Aug 03, 2026 |
| Cambridge Investment Research Advisors, Inc. | Sell | -12,637 | -5.3% | 225,154 | $4.40K | Q2 2026 | Jul 30, 2026 |
Frequently asked questions about PFLD activity
Which institutional owners are buying PFLD?
Institutional owners buying PFLD include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in PFLD activity?
"Buy" means an investor increased their reported position in PFLD compared to the prior reporting period. This reflects growing exposure to AAM LOW DUR PREF & INC SEC (PFLD) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in PFLD increasing?
Institutional interest in PFLD can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.