13FBOX
AAM LOW DURATION PREFERRED AND INCOME SECURITIES ETF · 13F 机构持仓分析
期权收益计算器 机构排行
A

AAM LOW DURATION PREFERRED AND INCOME SECURITIES ETF

PFLD
持有机构数
62
机构合计市值 (Q2 2026)
$2.37亿
机构合计股数 (Q2 2026)
1,213.4万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+26.0万股
30 · 12 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-115.0万股
29 · 10 清仓 · ≈
⚖️ 净额
-89.0万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$2.37亿
持有机构数
62
新买入
12
加仓
18
减仓
19
清仓
10
持股不变
13
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
摩根士丹利MORGAN STANLEY
<0.01%0.01%#25$9,070.9万464.0万股$1.01亿511.8万股-47.8万股-9.34%减仓
富国银行WELLS FARGO & COMPANY/MN
0.01%0.01%#21$4,601.5万235.4万股$4,504.4万232.7万股+2.7万股+1.16%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#29$1,345.7万68.8万股$1,333.7万68.9万股-541股-0.08%减仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#39$889.1万45.5万股$865.4万44.7万股+7,765股+1.74%加仓
RAINEY & RANDALL WEALTH ADVISORS INC.
1.26%1.64%#2$881.8万44.9万股$1,006.7万51.8万股-6.9万股-13.28%减仓
L2 Asset Management, LLC
0.84%1.32%#3$809.8万41.2万股$1,391.3万71.9万股-30.6万股-42.63%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#33$804.1万41.1万股$840.7万43.4万股-2.3万股-5.29%减仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%0.01%#19$678.0万34.7万股$600.8万31.0万股+3.7万股+11.77%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.01%0.01%#13$661.9万33.7万股$656.1万33.8万股-481股-0.14%减仓
Teucrium Investment Advisors, LLC
4.13%4.02%#1$464.2万23.7万股$517.8万26.7万股-3.0万股-11.23%减仓
哥谭资产管理Gotham Asset Management, LLC
0.01%0.01%#15$442.7万22.6万股$401.4万20.7万股+1.9万股+9.21%加仓
Cambridge Investment Research Advisors, Inc.
0.01%0.01%#16$440.2万22.5万股$460.4万23.8万股-1.3万股-5.31%减仓
Sound Income Strategies, LLC
0.19%0.21%#4$423.5万21.7万股$431.1万22.2万股-4,994股-2.25%减仓
CAPTRUST金融顾问CAPTRUST FINANCIAL ADVISORS
0.01%0.01%#23$334.5万17.1万股$328.0万16.9万股+1,677股+0.99%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#30$240.0万12.3万股$210.7万10.9万股+1.4万股+12.80%加仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#36$171.0万8.7万股$197.6万10.2万股-1.5万股-14.30%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#46$130.4万6.7万股$100.9万5.2万股+1.5万股+27.99%加仓
Janney Montgomery Scott LLC
<0.01%<0.01%#32$118.8万6.1万股$130.5万6.7万股-6,631股-9.84%减仓
布利克利金融集团Bleakley Financial Group, LLC
0.01%0.01%#10$110.9万5.7万股$88.1万4.6万股+1.1万股+24.57%加仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#51$110.1万5.6万股$107.9万5.6万股+610股+1.09%加仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#53$95.0万4.9万股$206.5万10.7万股-5.8万股-54.46%减仓
IFP顾问IFP Advisors, Inc
0.02%0.02%#9$94.4万4.8万股$93.5万4.8万股00.00%持仓不变
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#40$93.5万4.8万股$115.6万6.0万股-1.2万股-19.89%减仓
独立金融集团INDEPENDENT FINANCIAL GROUP, LLC
0.01%#11$74.4万3.8万股$00股+3.8万股新买入
Kestra私人财富KESTRA PRIVATE WEALTH SERVICES, LLC
0.01%0.01%#20$72.2万3.7万股$70.9万3.7万股+314股+0.86%加仓
Kestra顾问服务Kestra Advisory Services, LLC
<0.01%<0.01%#35$63.5万3.3万股$87.1万4.5万股-1.2万股-27.74%减仓
&Partners&PARTNERS
<0.01%<0.01%#31$60.0万3.1万股$59.0万3.1万股-146股-0.47%减仓
Ameritas咨询服务Ameritas Advisory Services, LLC
0.01%0.02%#14$51.1万2.6万股$44.8万2.3万股+3,001股+12.96%加仓
WEDBUSH SECURITIES INC
0.01%0.01%#17$39.0万2.0万股$31.0万1.6万股+3,919股+24.46%加仓
Cullen/Frost银行CULLEN/FROST BANKERS, INC.
<0.01%<0.01%#28$33.7万1.7万股$25.9万1.3万股+3,862股+28.82%加仓
Cornerstone Wealth Management, LLC
0.01%0.01%#12$31.9万1.6万股$20.6万1.1万股+5,636股+52.90%加仓
五三银行FIFTH THIRD BANCORP
<0.01%<0.01%#44$27.8万1.4万股$27.6万1.4万股00.00%持仓不变
J.W.科尔顾问J.W. COLE ADVISORS, INC.
<0.01%#26$25.6万1.3万股$00股+1.3万股新买入
PRIVATE TRUST CO NA
0.02%0.02%#7$25.6万1.3万股$25.3万1.3万股00.00%持仓不变
瑞银集团UBS Group AG
<0.01%<0.01%#58$25.4万1.3万股$19.2万9,900股+3,094股+31.25%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%#56$24.6万1.3万股$00股+1.3万股新买入
Creative Planning财富管理Creative Planning
<0.01%<0.01%#52$21.5万1.1万股$23.2万1.2万股-1,000股-8.33%减仓
StoneX Group Inc.
0.01%#18$20.7万1.1万股$00股+1.1万股新买入
City Center Advisors, LLC
0.16%#5$20.1万1.0万股$00股+1.0万股新买入
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
<0.01%#41$15.0万7,694股$00股+7,694股新买入
Alpine Bank Wealth Management
0.02%#8$14.0万7,159股$00股+7,159股新买入
蒙特利尔银行BANK OF MONTREAL /CAN/
<0.01%<0.01%#57$13.7万7,000股$13.6万7,000股00.00%持仓不变
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
<0.01%<0.01%#42$13.4万6,854股$13.2万6,834股+20股+0.29%加仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
<0.01%<0.01%#50$8.3万4,268股$8.3万4,268股00.00%持仓不变
Private Wealth Asset Management, LLC
0.01%0.01%#22$6.0万3,059股$5.9万3,059股00.00%持仓不变
WEBSTER BANK, N. A.
<0.01%<0.01%#24$5.7万2,926股$3.8万1,976股+950股+48.08%加仓
Johnson Financial Group, Inc.
<0.01%#37$4.7万2,400股$00股+2,400股新买入
全球退休合伙人Global Retirement Partners, LLC
<0.01%#43$4.3万2,178股$00股+2,178股新买入
Ascentis Independent Advisors
<0.01%<0.01%#27$3.0万1,529股$3.0万1,529股00.00%持仓不变
Farther金融顾问Farther Finance Advisors, LLC
<0.01%<0.01%#48$2.3万1,159股$2.3万1,165股-6股-0.52%减仓

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