PFLD Institutional Ownership & Shareholders
AAM LOW DUR PREF & INC SEC (PFLD) is currently held by 59 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $231.36M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $88.48M, representing an estimated loss of -2.46% 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
59
Total Reported Value
$231.36M
Largest Holder
Morgan Stanley
Largest Position
$90.71M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
83
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 | $88,481,844 | -$2,227,146 | -2.46% | |
| Wells Fargo & Company/Mn | 0.01% | 2,353,708 | $46,015,002 | $44,885,212 | -$1,129,790 | -2.46% | |
| Lpl Financial Llc | 0.00% | 688,338 | $13,457,009 | $13,126,606 | -$330,403 | -2.46% | |
| Royal Bank Of Canada | 0.00% | 454,764 | $8,891,000 | $8,672,349 | -$218,651 | -2.46% | |
| Rainey & Randall Wealth Advisors Inc. | 1.24% | 452,296 | $8,670,514 | $8,625,285 | -$45,229 | -0.52% | |
| L2 Asset Management, Llc | 0.84% | 412,303 | $8,097,629 | $7,862,618 | -$235,011 | -2.90% | |
| Raymond James Financial Inc | 0.00% | 411,298 | $8,040,859 | $7,843,453 | -$197,406 | -2.46% | |
| Osaic Holdings, Inc. | 0.01% | 346,806 | $6,780,324 | $6,613,590 | -$166,734 | -2.46% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 337,713 | $6,480,718 | $6,440,187 | -$40,531 | -0.63% | |
| Teucrium Investment Advisors, Llc | 4.13% | 237,437 | $4,641,893 | $4,527,924 | -$113,969 | -2.46% | |
| Gotham Asset Management, Llc | 0.01% | 226,451 | $4,427,117 | $4,318,421 | -$108,696 | -2.46% | |
| Sound Income Strategies, Llc | 0.18% | 210,507 | $4,039,623 | $4,014,368 | -$25,255 | -0.63% | |
| Captrust Financial Advisors | 0.01% | 171,102 | $3,345,037 | $3,262,915 | -$82,122 | -2.46% | |
| Commonwealth Equity Services, Llc | 0.00% | 113,895 | $2,173,120 | $2,171,978 | -$1,142 | -0.05% | |
| Cetera Investment Advisers | 0.00% | 87,468 | $1,709,985 | $1,668,015 | -$41,970 | -2.45% | |
| Envestnet Asset Management Inc | 0.00% | 66,723 | $1,304,431 | $1,272,408 | -$32,023 | -2.45% | |
| Janney Montgomery Scott Llc | 0.00% | 60,767 | $1,188,000 | $1,158,827 | -$29,173 | -2.46% | |
| Bleakley Financial Group, Llc | 0.01% | 56,717 | $1,108,816 | $1,081,593 | -$27,223 | -2.46% | |
| Citadel Advisors Llc | 0.00% | 56,328 | $1,101,212 | $1,074,175 | -$27,037 | -2.46% | |
| Ifp Advisors, Inc | 0.02% | 51,716 | $986,741 | $986,224 | -$517 | -0.05% | |
| Jane Street Group, Llc | 0.00% | 48,581 | $949,759 | $926,440 | -$23,319 | -2.46% | |
| Stifel Financial Corp | 0.00% | 47,837 | $935,223 | $912,252 | -$22,971 | -2.46% | |
| Kestra Private Wealth Services, Llc | 0.01% | 37,267 | $711,061 | $710,682 | -$379 | -0.05% | |
| Independent Financial Group, Llc | 0.01% | 36,439 | $695,256 | $694,892 | -$364 | -0.05% | |
| Kestra Advisory Services, Llc | 0.00% | 34,945 | $666,741 | $666,401 | -$340 | -0.05% | |
| &Partners | 0.00% | 30,698 | $600,150 | $585,411 | -$14,739 | -2.46% | |
| Ameritas Advisory Services, Llc | 0.01% | 26,152 | $511,264 | $498,719 | -$12,545 | -2.45% | |
| Cullen/Frost Bankers, Inc. | 0.00% | 17,730 | $338,295 | $338,111 | -$184 | -0.05% | |
| Cornerstone Wealth Management, Llc | 0.01% | 16,291 | $318,501 | $310,669 | -$7,832 | -2.46% | |
| Fifth Third Bancorp | 0.00% | 14,238 | $278,353 | $271,519 | -$6,834 | -2.46% | |
| J.W. Cole Advisors, Inc. | 0.00% | 13,117 | $256,443 | $250,141 | -$6,302 | -2.46% | |
| Ubs Group Ag | 0.00% | 12,994 | $254,033 | $247,796 | -$6,237 | -2.46% | |
| Private Trust Co Na | 0.02% | 13,075 | $249,471 | $249,340 | -$131 | -0.05% | |
| Ameriprise Financial Inc | 0.00% | 12,586 | $246,056 | $240,015 | -$6,041 | -2.46% | |
| City Center Advisors, Llc | 0.17% | 11,392 | $217,359 | $217,245 | -$114 | -0.05% | |
| Creative Planning | 0.00% | 11,333 | $216,234 | $216,120 | -$114 | -0.05% | |
| Bank Of Montreal | 0.00% | 7,000 | $136,850 | $133,490 | -$3,360 | -2.46% | |
| Alpine Bank Wealth Management | 0.02% | 7,159 | $136,594 | $136,522 | -$72 | -0.05% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 6,854 | $134,002 | $130,706 | -$3,296 | -2.46% | |
| Rockefeller Capital Management L.P. | 0.00% | 4,268 | $83,439 | $81,391 | -$2,048 | -2.45% | |
| Private Wealth Asset Management, Llc | 0.01% | 3,059 | $59,803 | $58,335 | -$1,468 | -2.45% | |
| Webster Bank, N. A. | 0.00% | 2,926 | $57,203 | $55,799 | -$1,404 | -2.45% | |
| Johnson Financial Group, Inc. | 0.00% | 2,400 | $47,136 | $45,768 | -$1,368 | -2.90% | |
| Ascentis Independent Advisors | 0.00% | 1,529 | $29,171 | $29,158 | -$13 | -0.04% | |
| Farther Finance Advisors, Llc | 0.00% | 1,161 | $22,159 | $22,140 | -$19 | -0.08% | |
| Fmr Llc | 0.00% | 1,044 | $20,419 | $19,909 | -$510 | -2.50% | |
| Ashton Thomas Private Wealth, Llc | 0.00% | 853 | $16,275 | $16,267 | -$8 | -0.05% | |
| Bessemer Group Inc | 0.00% | 600 | $12,000 | $11,442 | -$558 | -4.65% | |
| Ifg Advisory, Llc | 0.00% | 533 | $10,420 | $10,164 | -$256 | -2.45% | |
| Newedge Advisors, Llc | 0.00% | 449 | $8,778 | $8,562 | -$216 | -2.46% |
Frequently asked questions about PFLD
Who are the largest institutional holders of PFLD?
The largest institutional holders of PFLD reported in the latest SEC Form 13F filings include Morgan Stanley, Wells Fargo & Company/Mn, Lpl Financial Llc, Royal Bank Of Canada, and Rainey & Randall Wealth Advisors Inc.. InsiderSet ranks institutional holders by their latest reported PFLD position.
What is PFLD institutional ownership?
This page tracks PFLD positions reported by institutional investment managers through SEC Form 13F. AAM LOW DUR PREF & INC SEC (PFLD) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PFLD?
InsiderSet currently tracks 59 institutional managers reporting PFLD 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 PFLD shareholders.
How much PFLD stock do institutions own?
Institutional investment managers disclosed approximately $231.36M in PFLD holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PFLD institutional ownership last updated?
The latest PFLD 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 PFLD 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 PFLD position after the reporting date.
Are institutions buying or selling PFLD?
Institutional buying and selling can be analyzed by comparing PFLD positions across consecutive 13F reporting periods. InsiderSet's PFLD Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PFLD ownership changes.
How has PFLD institutional ownership changed over time?
InsiderSet tracks PFLD institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.