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Get Institutions for : 
Aam Low Duration Preferred And Income Sec Etf (PFLD)  
$21.01 0.09 (0.43%) as of 4:30 Wed 5/29


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 49    2
Total shares held : 
 6,375,618  
% of shares held : 
 70.84%  
Changes In:
New/increased positions vs   
old/decreased positions : 
 0  
Amount of shares held : 
 245,202  
% of shares held change : 
   2.72%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $20.72  
Last Quarter's Ending Price : 
 $20.89  
Last Quarter's Average Price : 
 $20.63  
Change from last quarter's     
avg. price to the last closing  : 
0.38 (1.84%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
6
 21,014
 0.33%
 
Increased Positions :
17
 641,991
 10.07%
 
Unchanged Positions :
7
 40,867
 0.64%
 
Decreased Positions :
19
-353,493
-5.54%
 
Closed Positions :
4
-64,310
-1.01%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 1487 - 2024-03-31 3,184,415 $67,350,000 923,474
   LPL FINANCIAL CORP 1134 - 2024-03-31 644,968 $13,641,000 79,274
   RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 10 - 2024-03-31 554,488 $11,794,000 11,708
   STIFEL FINANCIAL CORP 981 - 2024-03-31 321,397 $6,798,000 28,199
   Advisor Group Holdings Inc. 927 - 2024-03-31 282,655 $5,978,000 99,576
   Sound Income Strategies LLC 71 - 2024-03-31 236,729 $5,007,000 24,806
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 867 - 2024-03-31 190,793 $4,035,000 61,823
   CAPTRUST FINANCIAL ADVISORS 617 - 2024-03-31 156,479 $3,310,000 16,855
   RAYMOND JAMES & ASSOCIATES 1848 - 2024-03-31 155,178 $3,282,000 39,065
   H D Vest Advisory Services 515 - 2024-03-31 104,684 $2,214,000 2,041
   JANNEY MONTGOMERY SCOTT LLC 1220 - 2024-03-31 80,688 $1,707,000 9,197
   ROYAL BANK OF CANADA 2797 - 2024-03-31 61,030 $1,291,000 29,637
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2109 - 2024-03-31 43,288 $916,000 8,351
   ENVESTNET ASSET MANAGEMENT INC 3157 - 2024-03-31 36,901 $780,000 19,904
   Ameritas Advisory Services LLC 570 - 2024-03-31 22,392 $468,000 11,783
   Rockefeller Capital Management L.P. 1526 - 2024-03-31 18,448 $390,000 18,448
   WEDBUSH MORGAN SECURITIES INC 889 - 2024-03-31 13,850 $293,000 303
   COMERICA BANK 2210 - 2024-03-31 11,701 $247,000 3,337
   IFG Advisory LLC 346 - 2024-03-31 11,566 $245,000 939
   Coastal Investment Advisors Inc. 440 - 2024-03-31 6,970 $147,000 6,970
   PRIVATE TRUST CO NA 960 - 2024-03-31 3,700 $78,000 1,000
   PRINCIPAL SECURITIES INC. 1424 - 2024-03-31 3,148 $67,000 476
  22 Records found
  1    
  Page 1 of 1
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