LODI Institutional Ownership & Shareholders
AAM SLC LOW DURATION INC ETF (LODI) is currently held by 17 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $31.39M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of LODI tracked by InsiderSet, reporting ownership valued at approximately $14.62M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $14.47M, representing an estimated loss of -1.03% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 95% of the total disclosed LODI value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Spartan Wealth Advisory Services Llc, Independent Financial Group, Llc, and several other long-term asset managers with concentrated positions in AAM SLC LOW DURATION INC ETF (LODI).
This page ranks the largest institutional LODI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
17
Total Reported Value
$31.39M
Largest Holder
Lpl Financial Llc
Largest Position
$14.62M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
20
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.00% | 580,532 | $14,620,686 | $14,469,760 | -$150,926 | -1.03% | |
| Spartan Wealth Advisory Services Llc | 0.54% | 261,316 | $6,581,243 | $6,513,301 | -$67,942 | -1.03% | |
| Independent Financial Group, Llc | 0.04% | 88,027 | $2,190,112 | $2,194,073 | +$3,961 | +0.18% | |
| Sanctuary Advisors, Llc | 0.01% | 74,508 | $1,876,484 | $1,857,112 | -$19,372 | -1.03% | |
| Grantvest Financial Group Llc | 0.69% | 47,905 | $1,191,876 | $1,194,032 | +$2,156 | +0.18% | |
| Kestra Advisory Services, Llc | 0.00% | 44,938 | $1,118,068 | $1,120,080 | +$2,012 | +0.18% | |
| Waverly Advisors, Llc | 0.01% | 40,900 | $1,030,067 | $1,019,433 | -$10,635 | -1.03% | |
| Private Advisor Group, Llc | 0.00% | 19,133 | $481,856 | $476,890 | -$4,966 | -1.03% | |
| Envestnet Asset Management Inc | 0.00% | 17,307 | $435,866 | $431,377 | -$4,489 | -1.03% | |
| Guidance Capital, Inc | 0.08% | 15,713 | $396,121 | $391,647 | -$4,474 | -1.13% | |
| Kestra Private Wealth Services, Llc | 0.00% | 15,626 | $388,767 | $389,478 | +$711 | +0.18% | |
| Claro Advisors Inc. | 0.03% | 11,812 | $293,886 | $294,414 | +$528 | +0.18% | |
| World Investment Advisors | 0.00% | 10,492 | $265,395 | $261,513 | -$3,882 | -1.46% | |
| Osaic Holdings, Inc. | 0.00% | 9,506 | $239,494 | $236,937 | -$2,557 | -1.07% | |
| Stirlingshire Investments, Inc. | 0.17% | 9,132 | $230,998 | $227,615 | -$3,383 | -1.46% | |
| Sun Life Financial Inc | 2.58% | 2,000,000 | $50,370 | $49,850,000 | +$49,799,630 | +98867.64% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 13,042 | $324 | $325,072 | +$324,748 | +100230.82% |
Frequently asked questions about LODI
Who are the largest institutional holders of LODI?
The largest institutional holders of LODI reported in the latest SEC Form 13F filings include Lpl Financial Llc, Spartan Wealth Advisory Services Llc, Independent Financial Group, Llc, Sanctuary Advisors, Llc, and Grantvest Financial Group Llc. InsiderSet ranks institutional holders by their latest reported LODI position.
What is LODI institutional ownership?
This page tracks LODI positions reported by institutional investment managers through SEC Form 13F. AAM SLC LOW DURATION INC ETF (LODI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own LODI?
InsiderSet currently tracks 17 institutional managers reporting LODI holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of LODI shareholders.
How much LODI stock do institutions own?
Institutional investment managers disclosed approximately $31.39M in LODI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was LODI institutional ownership last updated?
The latest LODI institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional LODI holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its LODI position after the reporting date.
Are institutions buying or selling LODI?
Institutional buying and selling can be analyzed by comparing LODI positions across consecutive 13F reporting periods. InsiderSet's LODI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View LODI ownership changes.
How has LODI institutional ownership changed over time?
InsiderSet tracks LODI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.