AAM SLC LOW DURATION INC ETF (LODI) Institutional Ownership Changes & 13F Activity
AAM SLC LOW DURATION INC ETF (LODI). 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 Lpl Financial Llc, Sanctuary Advisors, Llc, Independent Financial Group, Llc, Waverly Advisors, Llc, and Spartan Wealth Advisory Services Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Sell | -1,776 | -9.3% | 17,307 | $435.87K | Q2 2026 | Sep 23, 2026 |
| Waverly Advisors, Llc | Buy | +40,900 | — | 40,900 | $1.03M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Sell | -19,544 | -67.3% | 9,506 | $239.49K | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | Sell | -1,124 | -9.7% | 10,492 | $265.39K | Q2 2026 | Aug 14, 2026 |
| Advisors Asset Management, Inc. | Buy | +486 | +76.5% | 1,121 | $28.23K | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, Llc | Buy | +74,508 | — | 74,508 | $1.88M | Q2 2026 | Aug 13, 2026 |
| Lpl Financial Llc | Buy | +221,860 | +61.9% | 580,532 | $14.62M | Q2 2026 | Aug 07, 2026 |
| Grantvest Financial Group Llc | Buy | +273 | +0.6% | 46,627 | $1.17M | Q2 2026 | Aug 07, 2026 |
| Spartan Wealth Advisory Services Llc | Buy | +29,591 | +12.8% | 261,316 | $6.58M | Q2 2026 | Aug 05, 2026 |
| Stirlingshire Investments, Inc. | Buy | +9,132 | — | 9,132 | $231.00K | Q2 2026 | Jul 31, 2026 |
| Cambridge Investment Research Advisors, Inc. | Buy | +1,213 | +12.4% | 11,000 | $277.00 | Q2 2026 | Jul 30, 2026 |
| Commonwealth Equity Services, Llc | Buy | +9,149 | — | 9,149 | $230.42K | Q2 2026 | Jul 29, 2026 |
| Kestra Advisory Services, Llc | Buy | +21,764 | — | 21,764 | $548.12K | Q2 2026 | Jul 28, 2026 |
| Kestra Private Wealth Services, Llc | Sell | -517 | -5.6% | 8,696 | $219.01K | Q2 2026 | Jul 28, 2026 |
| Private Advisor Group, Llc | Buy | +5,854 | +44.1% | 19,133 | $481.86K | Q2 2026 | Jul 27, 2026 |
| Guidance Capital, Inc | Buy | +15,713 | — | 15,713 | $396.12K | Q2 2026 | Jul 20, 2026 |
| Independent Financial Group, Llc | Buy | +40,940 | +313.3% | 54,007 | $1.36M | Q2 2026 | Jul 15, 2026 |
| Ameritas Advisory Services, Llc | Sell | -1,453 | -100.0% | 0 | $0.00 | Q2 2026 | May 12, 2026 |
Frequently asked questions about LODI activity
Which institutional owners are buying LODI?
Institutional owners buying LODI 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 LODI activity?
"Buy" means an investor increased their reported position in LODI compared to the prior reporting period. This reflects growing exposure to AAM SLC LOW DURATION INC ETF (LODI) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in LODI increasing?
Institutional interest in LODI 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.