AAM LOW DUR PREF & INC SEC (PFLD) Institutional Shareholders
AAM LOW DUR PREF & INC SEC (PFLD) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $232.48M in PFLD holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of PFLD tracked by InsiderSet, reporting ownership valued at approximately $90.71M 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 $89.97M, representing an estimated loss of -0.82% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 87% of the total disclosed PFLD value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Wells Fargo & Company/Mn, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in AAM LOW DUR PREF & INC SEC (PFLD).
This page ranks the largest institutional PFLD 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
58
Total Reported Value
$232.48M
Largest Holder
Morgan Stanley
Largest Position
$90.71M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
81
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 4,639,845 | $90,708,990 | $89,966,595 | -$742,395 | -0.82% | |
| Wells Fargo & Company/Mn | 0.01% | 2,353,708 | $46,015,002 | $45,638,398 | -$376,604 | -0.82% | |
| Lpl Financial Llc | 0.00% | 688,338 | $13,457,009 | $13,346,874 | -$110,135 | -0.82% | |
| Royal Bank Of Canada | 0.00% | 454,764 | $8,891,000 | $8,817,874 | -$73,126 | -0.82% | |
| Rainey & Randall Wealth Advisors Inc. | 1.26% | 449,007 | $8,818,489 | $8,706,246 | -$112,243 | -1.27% | |
| L2 Asset Management, Llc | 0.84% | 412,303 | $8,097,629 | $7,994,555 | -$103,074 | -1.27% | |
| Raymond James Financial Inc | 0.00% | 411,298 | $8,040,859 | $7,975,068 | -$65,791 | -0.82% | |
| Osaic Holdings, Inc. | 0.01% | 346,806 | $6,780,324 | $6,724,568 | -$55,756 | -0.82% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 337,381 | $6,619,405 | $6,541,818 | -$77,587 | -1.17% | |
| Teucrium Investment Advisors, Llc | 4.13% | 237,437 | $4,641,893 | $4,603,903 | -$37,990 | -0.82% | |
| Gotham Asset Management, Llc | 0.01% | 226,451 | $4,427,117 | $4,390,885 | -$36,232 | -0.82% | |
| Sound Income Strategies, Llc | 0.19% | 216,644 | $4,235,398 | $4,200,727 | -$34,671 | -0.82% | |
| Captrust Financial Advisors | 0.01% | 171,102 | $3,345,037 | $3,317,668 | -$27,369 | -0.82% | |
| Commonwealth Equity Services, Llc | 0.00% | 122,785 | $2,400,450 | $2,380,801 | -$19,649 | -0.82% | |
| Cetera Investment Advisers | 0.00% | 87,468 | $1,709,985 | $1,696,005 | -$13,980 | -0.82% | |
| Envestnet Asset Management Inc | 0.00% | 66,723 | $1,304,431 | $1,293,759 | -$10,672 | -0.82% | |
| Janney Montgomery Scott Llc | 0.00% | 60,767 | $1,188,000 | $1,178,272 | -$9,728 | -0.82% | |
| Bleakley Financial Group, Llc | 0.01% | 56,717 | $1,108,816 | $1,099,743 | -$9,073 | -0.82% | |
| Citadel Advisors Llc | 0.00% | 56,328 | $1,101,212 | $1,092,200 | -$9,012 | -0.82% | |
| Jane Street Group, Llc | 0.00% | 48,581 | $949,759 | $941,986 | -$7,773 | -0.82% | |
| Ifp Advisors, Inc | 0.02% | 48,286 | $943,991 | $936,266 | -$7,725 | -0.82% | |
| Stifel Financial Corp | 0.00% | 47,837 | $935,223 | $927,559 | -$7,664 | -0.82% | |
| Independent Financial Group, Llc | 0.01% | 38,067 | $744,210 | $738,119 | -$6,091 | -0.82% | |
| Kestra Private Wealth Services, Llc | 0.01% | 36,930 | $721,985 | $716,073 | -$5,912 | -0.82% | |
| Kestra Advisory Services, Llc | 0.00% | 32,500 | $635,371 | $630,175 | -$5,196 | -0.82% | |
| &Partners | 0.00% | 30,698 | $600,150 | $595,234 | -$4,916 | -0.82% | |
| Ameritas Advisory Services, Llc | 0.01% | 26,152 | $511,264 | $507,087 | -$4,177 | -0.82% | |
| Wedbush Securities Inc | 0.01% | 19,944 | $390,000 | $386,714 | -$3,286 | -0.84% | |
| Cullen/Frost Bankers, Inc. | 0.00% | 17,263 | $337,486 | $334,730 | -$2,756 | -0.82% | |
| Cornerstone Wealth Management, Llc | 0.01% | 16,291 | $318,501 | $315,882 | -$2,619 | -0.82% | |
| Fifth Third Bancorp | 0.00% | 14,238 | $278,353 | $276,075 | -$2,278 | -0.82% | |
| J.W. Cole Advisors, Inc. | 0.00% | 13,117 | $256,443 | $254,339 | -$2,104 | -0.82% | |
| Private Trust Co Na | 0.02% | 13,075 | $255,616 | $253,524 | -$2,092 | -0.82% | |
| Ubs Group Ag | 0.00% | 12,994 | $254,033 | $251,954 | -$2,079 | -0.82% | |
| Ameriprise Financial Inc | 0.00% | 12,586 | $246,056 | $244,043 | -$2,013 | -0.82% | |
| Stonex Group Inc. | 0.01% | 10,590 | $207,242 | $205,340 | -$1,902 | -0.92% | |
| City Center Advisors, Llc | 0.16% | 10,293 | $201,228 | $199,581 | -$1,647 | -0.82% | |
| Alpine Bank Wealth Management | 0.02% | 7,159 | $139,958 | $138,813 | -$1,145 | -0.82% | |
| Bank Of Montreal | 0.00% | 7,000 | $136,850 | $135,730 | -$1,120 | -0.82% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 6,854 | $134,002 | $132,899 | -$1,103 | -0.82% | |
| Rockefeller Capital Management L.P. | 0.00% | 4,268 | $83,439 | $82,757 | -$682 | -0.82% | |
| Private Wealth Asset Management, Llc | 0.01% | 3,059 | $59,803 | $59,314 | -$489 | -0.82% | |
| Webster Bank, N. A. | 0.00% | 2,926 | $57,203 | $56,735 | -$468 | -0.82% | |
| Johnson Financial Group, Inc. | 0.00% | 2,400 | $47,136 | $46,536 | -$600 | -1.27% | |
| Ascentis Independent Advisors | 0.08% | 1,529 | $29,889 | $29,647 | -$242 | -0.81% | |
| Farther Finance Advisors, Llc | 0.00% | 1,159 | $22,654 | $22,473 | -$181 | -0.80% | |
| Fmr Llc | 0.00% | 1,044 | $20,419 | $20,243 | -$176 | -0.86% | |
| Ashton Thomas Private Wealth, Llc | 0.00% | 853 | $16,676 | $16,540 | -$136 | -0.82% | |
| Bessemer Group Inc | 0.00% | 600 | $12,000 | $11,634 | -$366 | -3.05% | |
| Ifg Advisory, Llc | 0.00% | 533 | $10,420 | $10,335 | -$85 | -0.82% |
Frequently asked questions about PFLD
Who owns the most PFLD stock?
The largest holders of PFLD are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for AAM LOW DUR PREF & INC SEC (PFLD).
Is PFLD widely held by superinvestors?
Many widely followed stocks like PFLD appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PFLD is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.