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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Citadel Advisors LlcBuy+610+1.1%56,328$1.10MQ2 2026Sep 02, 2026
Jane Street Group, LlcSell-58,095-54.5%48,581$949.76KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+36,509+11.8%346,806$6.78MQ2 2026Aug 14, 2026
Teucrium Investment Advisors, LlcSell-30,040-11.2%237,437$4.64MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+27,030+1.2%2,353,708$46.02MQ2 2026Aug 14, 2026
Raymond James Financial IncSell-22,951-5.3%411,298$8.04MQ2 2026Aug 14, 2026
Gotham Asset Management, LlcBuy+19,103+9.2%226,451$4.43MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+12,58612,586$246.06KQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+7,765+1.7%454,764$8.89MQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+3,001+13.0%26,152$511.26KQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+385385$7.57KQ2 2026Aug 14, 2026
&PartnersSell-146-0.5%30,698$600.15KQ2 2026Aug 14, 2026
Advisors Asset Management, Inc.Sell-20-3.3%587$11.48KQ2 2026Aug 14, 2026
L2 Asset Management, LlcSell-306,358-42.6%412,303$8.10MQ2 2026Aug 13, 2026
Morgan StanleyBuy+259,135+5.9%4,639,845$90.71MQ2 2026Aug 13, 2026
Ubs Group AgBuy+3,094+31.3%12,994$254.03KQ2 2026Aug 13, 2026
Captrust Financial AdvisorsBuy+1,677+1.0%171,102$3.35MQ2 2026Aug 13, 2026
Fmr LlcBuy+1,0441,044$20.42KQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcBuy+20+0.3%6,854$134.00KQ2 2026Aug 13, 2026
Cetera Investment AdvisersSell-14,594-14.3%87,468$1.71MQ2 2026Aug 12, 2026
Stifel Financial CorpSell-11,874-19.9%47,837$935.22KQ2 2026Aug 12, 2026
Stonex Group Inc.Buy+10,59010,590$207.24KQ2 2026Aug 12, 2026
Newedge Advisors, LlcBuy+449449$8.78KQ2 2026Aug 12, 2026
Johnson Financial Group, Inc.Buy+2,4002,400$47.14KQ2 2026Aug 10, 2026
Alpine Bank Wealth ManagementBuy+7,1597,159$139.96KQ2 2026Aug 07, 2026
Lpl Financial LlcSell-541-0.1%688,338$13.46MQ2 2026Aug 07, 2026
Bleakley Financial Group, LlcBuy+11,187+24.6%56,717$1.11MQ2 2026Aug 05, 2026
Janney Montgomery Scott LlcSell-6,631-9.8%60,767$1.19MQ2 2026Aug 05, 2026
Envestnet Asset Management IncBuy+14,591+28.0%66,723$1.30MQ2 2026Aug 03, 2026
Cambridge Investment Research Advisors, Inc.Sell-12,637-5.3%225,154$4.40KQ2 2026Jul 30, 2026
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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.