AAM LOW DUR PREF & INC SEC (PFLD) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $230.92M 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 $84.81M in its March 31, 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 $86.12M, representing an estimated gain of +1.55% 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, L2 Asset Management, 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
$230.92M
Largest Holder
Morgan Stanley
Largest Position
$84.81M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
74
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.01% | 4,380,710 | $84,810,549 | $86,124,759 | +$1,314,210 | +1.55% | |
| Wells Fargo & Company/Mn | 0.01% | 2,326,678 | $45,044,495 | $45,742,489 | +$697,994 | +1.55% | |
| L2 Asset Management, Llc | 1.32% | 718,661 | $13,913,272 | $14,128,875 | +$215,603 | +1.55% | |
| Lpl Financial Llc | 0.00% | 688,879 | $13,336,700 | $13,543,361 | +$206,661 | +1.55% | |
| Rainey & Randall Wealth Advisors Inc. | 1.64% | 517,740 | $10,067,454 | $10,178,768 | +$111,314 | +1.11% | |
| Royal Bank Of Canada | 0.00% | 446,999 | $8,654,000 | $8,788,000 | +$134,000 | +1.55% | |
| Raymond James Financial Inc | 0.00% | 434,249 | $8,407,053 | $8,537,335 | +$130,282 | +1.55% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 337,862 | $6,561,276 | $6,642,367 | +$81,091 | +1.24% | |
| Osaic Holdings, Inc. | 0.01% | 310,297 | $6,007,634 | $6,100,439 | +$92,805 | +1.54% | |
| Teucrium Investment Advisors, Llc | 4.02% | 267,477 | $5,178,355 | $5,258,598 | +$80,243 | +1.55% | |
| Sound Income Strategies, Llc | 0.21% | 221,638 | $4,310,859 | $4,357,403 | +$46,544 | +1.08% | |
| Gotham Asset Management, Llc | 0.01% | 207,348 | $4,014,257 | $4,076,462 | +$62,205 | +1.55% | |
| Captrust Financial Advisors | 0.01% | 169,425 | $3,280,071 | $3,330,896 | +$50,825 | +1.55% | |
| Commonwealth Equity Services, Llc | 0.00% | 108,854 | $2,107,420 | $2,140,070 | +$32,650 | +1.55% | |
| Jane Street Group, Llc | 0.00% | 106,676 | $2,065,247 | $2,097,250 | +$32,003 | +1.55% | |
| Cetera Investment Advisers | 0.00% | 102,062 | $1,975,913 | $2,006,539 | +$30,626 | +1.55% | |
| Stifel Financial Corp | 0.00% | 59,711 | $1,156,061 | $1,173,918 | +$17,857 | +1.54% | |
| Citadel Advisors Llc | 0.00% | 55,718 | $1,078,700 | $1,095,416 | +$16,716 | +1.55% | |
| Envestnet Asset Management Inc | 0.00% | 52,132 | $1,009,266 | $1,024,915 | +$15,649 | +1.55% | |
| Ifp Advisors, Inc | 0.02% | 48,286 | $934,817 | $949,303 | +$14,486 | +1.55% | |
| Bleakley Financial Group, Llc | 0.01% | 45,530 | $881,461 | $895,120 | +$13,659 | +1.55% | |
| Kestra Advisory Services, Llc | 0.00% | 44,975 | $870,723 | $884,209 | +$13,486 | +1.55% | |
| Hb Wealth Management, Llc | 0.00% | 37,228 | $720,734 | $731,902 | +$11,168 | +1.55% | |
| Kestra Private Wealth Services, Llc | 0.01% | 36,616 | $708,887 | $719,871 | +$10,984 | +1.55% | |
| &Partners | 0.00% | 30,844 | $589,590 | $606,393 | +$16,803 | +2.85% | |
| Ameritas Advisory Services, Llc | 0.02% | 23,151 | $448,206 | $455,149 | +$6,943 | +1.55% | |
| Susquehanna International Group, Llp | 0.00% | 21,222 | $410,858 | $417,225 | +$6,367 | +1.55% | |
| Fifth Third Bancorp | 0.00% | 14,238 | $275,648 | $279,919 | +$4,271 | +1.55% | |
| Cullen/Frost Bankers, Inc. | 0.00% | 13,401 | $259,451 | $263,464 | +$4,013 | +1.55% | |
| Private Trust Co Na | 0.02% | 13,075 | $253,132 | $257,055 | +$3,923 | +1.55% | |
| Foundations Investment Advisors, Llc | 0.00% | 12,501 | $242,012 | $245,770 | +$3,758 | +1.55% | |
| Creative Planning | 0.00% | 12,000 | $232,320 | $235,920 | +$3,600 | +1.55% | |
| Cornerstone Wealth Management, Llc | 0.01% | 10,655 | $206,285 | $209,477 | +$3,192 | +1.55% | |
| Ubs Group Ag | 0.00% | 9,900 | $191,664 | $194,634 | +$2,970 | +1.55% | |
| Bank Of Montreal | 0.00% | 7,000 | $135,520 | $137,620 | +$2,100 | +1.55% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 6,834 | $132,307 | $134,356 | +$2,049 | +1.55% | |
| Advisory Services Network, Llc | 0.00% | 5,330 | $103,189 | $104,788 | +$1,599 | +1.55% | |
| Rockefeller Capital Management L.P. | 0.00% | 4,268 | $82,628 | $83,909 | +$1,281 | +1.55% | |
| Private Wealth Asset Management, Llc | 0.01% | 3,059 | $59,222 | $60,140 | +$918 | +1.55% | |
| Webster Bank, N. A. | 0.00% | 1,976 | $38,255 | $38,848 | +$593 | +1.55% | |
| Massmutual Private Wealth & Trust, Fsb | 0.00% | 1,720 | $33,299 | $33,815 | +$516 | +1.55% | |
| Ascentis Independent Advisors | 0.00% | 1,529 | $29,601 | $30,060 | +$459 | +1.55% | |
| Farther Finance Advisors, Llc | 0.00% | 1,165 | $22,665 | $22,904 | +$239 | +1.05% | |
| Medallion Wealth Advisors, Llc | 0.00% | 1,029 | $20,108 | $20,230 | +$122 | +0.61% | |
| Ae Wealth Management Llc | 0.00% | 643 | $12,448 | $12,641 | +$193 | +1.55% | |
| Advisors Asset Management, Inc. | 0.00% | 607 | $11,742 | $11,934 | +$192 | +1.63% | |
| Ifg Advisory, Llc | 0.03% | 533 | $10,319 | $10,479 | +$160 | +1.55% | |
| Key Capital Management, Inc | 0.01% | 471 | $9,119 | $9,260 | +$141 | +1.54% | |
| Strategic Wealth Partners, Ltd. | 0.00% | 300 | $5,839 | $5,898 | +$59 | +1.01% | |
| Cambridge Investment Research Advisors, Inc. | 0.01% | 237,791 | $4,604 | $4,674,971 | +$4,670,367 | +101441.51% |
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.