Skip to content
Disclosery

PFLD ETF SER SOLUTIONS

Follow

AAM LW DUR PFD (fund)

62 managers (63 13F filers) reported a position in PFLD shares at 2024-12-31, 13,276,885 shares in all. 12 filers opened a position and 4 filers sold out during the quarter.

Managers
62
13F filers
63
New
12
Added
30
Reduced
9
Sold out
4
Shares held by filers
13,276,885

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY5,248,739$108M0.01%+93,80313F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,838,973$37.8M0.01%+284,30413F-HRTimelineGroup
LPL Financial LLC882,502$18.1M0.01%+90,99113F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.654,477$13.6M2.69%+48,89413F-HRTimeline
Coppell Advisory Solutions LLC548,557$11.3M1.59%+66,58213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC518,957$10.7M<0.01%13F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.365,794$7.52M0.02%+97,93313F-HR/ATimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP331,917$6.82M0.01%-39,93713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA277,960$5.71M<0.01%+122,70813F-HRTimelineGroup
Cambridge Investment Research Advisors,…274,733$5.65M0.02%+24,74513F-HRTimeline
Sound Income Strategies, LLC258,024$5.3M0.33%+13,47713F-HRTimeline
AllSquare Wealth Management LLC204,833$4.21M2.42%-7,57813F-HRTimeline
Cetera Investment Advisers185,300$3.81M0.01%-13,42813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC169,320$3.48M<0.01%new13F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS162,356$3.34M0.01%+6,22513F-HRTimeline
Curtis Advisory Group, LLC134,624$2.77M0.73%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.124,470$2.56M0.02%+32,13713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC118,088$2.43M<0.01%-1,28013F-HRTimeline
Mariner, LLCin group Mariner, LLC86,495$1.78M<0.01%+12,10713F-HRTimelineGroup
Janney Montgomery Scott LLC85,355$1.75M<0.01%+28,27813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding73,338$1.51M+12,104Timeline
Steward Partners Investment Advisory, L…56,088$1.15M0.01%+47,26013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC53,556$1.1M<0.01%+55613F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC52,855$1.09M0.04%+1,12513F-HRTimeline
IFP Advisors, Inc48,286$993K0.03%013F-HRTimeline
Key Client Fiduciary Advisors, LLC46,198$950K0.43%-3,40013F-HRTimeline
Gladstone Institutional Advisory LLC43,055$885K0.04%+11,86613F-HRTimeline
COMERICA BANK34,059$700K<0.01%+2,74113F-HR/ATimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC32,507$668K0.02%+6,25513F-HRTimelineGroup
National Wealth Management Group, LLC32,223$663K0.44%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…32,197$662K<0.01%new13F-HRTimelineGroup
Bleakley Financial Group, LLC30,991$637K0.02%+1,08513F-HRTimeline
WEDBUSH SECURITIES INC25,425$523K0.02%+80013F-HRTimeline
CSM Advisors, LLC25,000$514K0.02%013F-HR/ATimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…22,663$466K0.02%+2,64913F-HRTimelineGroup
Waverly Advisors, LLC19,359$398K0.01%+613F-HRTimeline
Oregon Pacific Wealth Management, LLC19,067$392K0.38%13F-HRTimeline
Creative Planningin group Creative Planning16,800$345K<0.01%new13F-HRTimelineGroup
Cornerstone Wealth Management, LLC15,730$323K0.02%-31,96613F-HRTimeline
Advisory Services Network, LLC15,481$318K0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…15,183$312K<0.01%-3,44213F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC14,460$297K0.01%-5313F-HRTimelineGroup
NWF Advisory Services Inc.13,185$273K0.04%new13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.11,464$236K0.01%new13F-HRTimelineGroup
Kingsview Wealth Management, LLC10,903$224K<0.01%+34213F-HRTimeline
UBS Group AGin group UBS Group AG10,576$217K<0.01%new13F-HRTimelineGroup
MML INVESTORS SERVICES, LLC9,772$201K<0.01%-17013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…8,292$170K0.03%new13F-HRTimeline
PRIVATE TRUST CO NA6,494$134K0.01%+1,79413F-HRTimeline
Hexagon Capital Partners LLC5,110$105K0.02%013F-HRTimeline
FIDUCIARY ADVISORS, INC.2,650$54.5K0.05%13F-HRTimeline
WEBSTER BANK, N. A.652$13.4K<0.01%+26013F-HRTimeline
AE Wealth Management LLC598$12.3K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC449$9.23K<0.01%+7213F-HRTimeline
Transce3nd, LLC403$8.29K<0.01%13F-HRTimeline
Advisors Asset Management, Inc.206$4.24K<0.01%+313F-HR/ATimeline
CoreCap Advisors, LLC100$2.06K<0.01%013F-HRTimeline
Allworth Financial LP33$684<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC1$21<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO0$3<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.
RE Dickinson Investment Advisors, LLC2$00%new13F-HR/ATimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.