Skip to content
Disclosery

PFLD ETF SER SOLUTIONS

Follow

AAM LW DUR PFD (fund)

64 managers (65 13F filers) reported a position in PFLD shares at 2025-03-31, 14,447,145 shares in all. 11 filers opened a position and 8 filers sold out during the quarter.

Managers
64
13F filers
65
New
11
Added
30
Reduced
12
Sold out
8
Shares held by filers
14,447,145

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 STANLEY5,681,119$115M0.01%+432,38013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,270,104$45.9M0.01%+431,13113F-HRTimelineGroup
LPL Financial LLC1,241,986$25.1M0.01%+359,48413F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.670,186$13.6M2.66%+15,70913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC585,964$11.8M<0.01%+67,00713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA428,660$8.66M<0.01%+150,70013F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.327,666$6.62M0.01%-38,12813F-HRTimelineGroup
Cambridge Investment Research Advisors,…300,667$6.07M0.02%+25,93413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP285,051$5.76M0.01%-46,86613F-HRTimelineGroup
Sound Income Strategies, LLC260,527$5.26M0.31%+2,50313F-HRTimeline
AllSquare Wealth Management LLC196,408$3.97M2.36%-8,42513F-HRTimeline
Cetera Investment Advisers173,067$3.5M0.01%-12,23313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS165,026$3.33M0.01%+2,67013F-HRTimeline
Curtis Advisory Group, LLC134,624$2.72M0.8%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.126,243$2.55M0.02%+1,77313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC115,655$2.34M<0.01%-2,43313F-HRTimeline
Bleakley Financial Group, LLC103,934$2.1M0.07%+72,94313F-HRTimeline
Mariner, LLCin group Mariner, LLC92,453$1.87M<0.01%+5,95813F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…91,632$1.85M<0.01%new13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding87,510$1.77M+14,172Timeline
Janney Montgomery Scott LLC85,400$1.73M<0.01%+4513F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC83,784$1.69M0.45%new13F-HRTimeline
Coppell Advisory Solutions LLC75,774$1.51M0.21%-472,78313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC68,995$1.39M0.05%+16,14013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC66,508$1.34M<0.01%+12,95213F-HRTimelineGroup
Gotham Asset Management, LLC60,087$1.21M0.01%new13F-HRTimeline
Gladstone Institutional Advisory LLC53,110$1.07M0.05%+10,05513F-HRTimeline
IFP Advisors, Inc48,286$975K0.03%013F-HRTimeline
National Wealth Management Group, LLC37,373$755K0.5%+5,15013F-HRTimeline
HB Wealth Management, LLC36,510$738K0.01%new13F-HRTimeline
WEDBUSH SECURITIES INC35,425$716K0.03%+10,00013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC35,418$715K0.02%+2,91113F-HRTimelineGroup
Blueprint Investment Partners LLCin group Blueprint Investment Partners…27,017$546K0.1%new13F-HRTimelineGroup
J.W. COLE ADVISORS, INC.25,574$517K0.02%new13F-HRTimeline
CSM Advisors, LLC25,000$505K0.03%013F-HRTimeline
Advisory Services Network, LLC24,205$489K0.01%+8,72413F-HRTimeline
HUB Investment Partners, LLC23,868$482K0.02%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…22,663$466K0.02%013F-HRTimelineGroup
Oregon Pacific Wealth Management, LLC19,665$397K0.4%+59813F-HRTimeline
Waverly Advisors, LLC19,260$389K<0.01%-9913F-HRTimeline
Atria Wealth Solutions, Inc.18,271$371K<0.01%new13F-HRTimeline
COMERICA BANK18,035$364K<0.01%-16,02413F-HRTimeline
Private Advisor Group, LLC16,884$341K<0.01%new13F-HRTimeline
Creative Planningin group Creative Planning16,800$339K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…15,781$319K<0.01%-40,30713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…15,309$309K<0.01%+12613F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…15,021$303K<0.01%-17,17613F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC14,460$297K0.01%013F-HRTimelineGroup
Integrated Wealth Concepts LLC14,000$283K<0.01%new13F-HRTimeline
Cornerstone Wealth Management, LLC13,754$278K0.02%-1,97613F-HRTimeline
NWF Advisory Services Inc.13,051$264K0.04%-13413F-HRTimeline
PRIVATE TRUST CO NA12,869$260K0.03%+6,37513F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.11,611$235K0.01%+14713F-HRTimelineGroup
Kingsview Wealth Management, LLC10,975$222K<0.01%+7213F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/10,000$202K<0.01%new13F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…8,292$167K0.03%013F-HRTimeline
Hexagon Capital Partners LLC5,110$103K0.02%013F-HRTimeline
FIDUCIARY ADVISORS, INC.2,701$54.6K0.05%+5113F-HRTimeline
WEBSTER BANK, N. A.735$14.8K<0.01%+8313F-HRTimeline
Allworth Financial LP533$10.6K<0.01%+50013F-HRTimeline
NewEdge Advisors, LLC449$9.07K<0.01%013F-HRTimeline
CoreCap Advisors, LLC100$2.02K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO0$3<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.