AAM LOW DUR PREF & INC SEC PFLD
$19.62
+0.1% 52w: $18.46 – $19.62
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data18.4619.0419.62
Jun 20, 2025 Jul 2, 2026
Institutional holders
62
-5 QoQ
13F value
$238.8M
-4.3% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns PFLD?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 4.4M | $84.8M | 0.0% | +1.7% |
| WELLS FARGO & COMPANY/MN | Bank broker | 2.3M | $45.0M | 0.0% | -3.5% |
| L2 Asset Management, LLC | Other | 718.7K | $13.9M | 1.3% | +142.0% |
| LPL Financial LLC | Bank broker | 688.9K | $13.3M | 0.0% | -7.0% |
| RAINEY & RANDALL WEALTH ADVISORS INC. | Wealth advisor | 517.7K | $10.1M | 1.6% | -9.7% |
| ROYAL BANK OF CANADA | Bank broker | 447.0K | $8.7M | 0.0% | -9.4% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 434.2K | $8.4M | 0.0% | -13.0% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 337.9K | $6.6M | 0.0% | -8.5% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 310.3K | $6.0M | 0.0% | -8.8% |
| Teucrium Investment Advisors, LLC | Wealth advisor | 267.5K | $5.2M | 4.0% | -8.9% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 237.8K | $4.6M | 0.0% | -7.2% |
| Sound Income Strategies, LLC | Diversified mechanical | 221.6K | $4.3M | 0.2% | -4.3% |
| Gotham Asset Management, LLC | Diversified mechanical | 207.3K | $4.0M | 0.0% | +82.0% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 169.4K | $3.3M | 0.0% | +0.6% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 108.9K | $2.1M | 0.0% | +13.6% |
| JANE STREET GROUP, LLC | Market maker | 106.7K | $2.1M | 0.0% | -72.5% |
| Cetera Investment Advisers | Wealth advisor | 102.1K | $2.0M | 0.0% | -45.8% |
| Janney Montgomery Scott LLC | Diversified mechanical | 67.4K | $1.3M | 0.0% | -15.7% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 59.7K | $1.2M | 0.0% | -25.6% |
| CITADEL ADVISORS LLC | Multistrat pod | 55.7K | $1.1M | 0.0% | +36.9% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 52.1K | $1.0M | 0.0% | -11.3% |
| IFP Advisors, Inc | Wealth advisor | 48.3K | $935K | 0.0% | Held |
| Bleakley Financial Group, LLC | Wealth advisor | 45.5K | $881K | 0.0% | -0.5% |
| Kestra Advisory Services, LLC | Wealth advisor | 45.0K | $871K | 0.0% | -8.5% |
| INDEPENDENT FINANCIAL GROUP, LLC | Wealth advisor | 43.7K | $845K | 0.0% | +34.6% |
| HB Wealth Management, LLC | Wealth advisor | 37.2K | $721K | 0.0% | -12.1% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Diversified mechanical | 36.6K | $709K | 0.0% | +0.4% |
| &PARTNERS | Diversified mechanical | 30.8K | $590K | 0.0% | +12.2% |
| HRT FINANCIAL LP | Diversified mechanical | 23.7K | $459K | 0.0% | New |
| Ameritas Advisory Services, LLC | Wealth advisor | 23.2K | $448K | 0.0% | +8.8% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 21.2K | $411K | 0.0% | New |
| Concorde Asset Management, LLC | Wealth advisor | 17.8K | $346K | 0.2% | +3.2% |
| WEDBUSH SECURITIES INC | Diversified mechanical | 16.0K | $310K | 0.0% | -50.3% |
| FIFTH THIRD BANCORP | Diversified mechanical | 14.2K | $276K | 0.0% | New |
| Cullen/Frost Bankers, Inc. | Diversified mechanical | 13.4K | $259K | 0.0% | -28.4% |
| PRIVATE TRUST CO NA | Diversified mechanical | 13.1K | $253K | 0.0% | Held |
| Foundations Investment Advisors, LLC | Wealth advisor | 12.5K | $242K | 0.0% | +10.2% |
| Creative Planning | Wealth advisor | 12.0K | $232K | 0.0% | -0.1% |
| Cornerstone Wealth Management, LLC | Wealth advisor | 10.7K | $206K | 0.0% | New |
| UBS Group AG | Bank broker | 9.9K | $192K | 0.0% | -5.5% |
| BANK OF MONTREAL /CAN/ | Bank broker | 7.0K | $136K | 0.0% | Held |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 6.8K | $132K | 0.0% | -17.8% |
| Advisory Services Network, LLC | Diversified mechanical | 5.3K | $103K | 0.0% | New |
| Rockefeller Capital Management L.P. | Diversified mechanical | 4.3K | $83K | 0.0% | Held |
| Private Wealth Asset Management, LLC | Wealth advisor | 3.1K | $59K | 0.0% | New |
| WEBSTER BANK, N. A. | Other | 2.0K | $38K | 0.0% | +44.9% |
| MassMutual Private Wealth & Trust, FSB | Diversified mechanical | 1.7K | $33K | 0.0% | Held |
| Ascentis Independent Advisors | Other | 1.5K | $30K | 0.0% | New |
| Farther Finance Advisors, LLC | Wealth advisor | 1.2K | $23K | 0.0% | -6.4% |
| AE Wealth Management LLC | Wealth advisor | 643 | $12K | 0.0% | -72.6% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.