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Disclosery

PFLD ETF SER SOLUTIONS

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AAM LW DUR PFD (fund)

66 managers (67 13F filers) reported a position in PFLD shares at 2025-06-30, 14,231,154 shares in all. 9 filers opened a position and 8 filers sold out during the quarter.

Managers
66
13F filers
67
New
9
Added
24
Reduced
22
Sold out
8
Shares held by filers
14,231,154

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 STANLEY5,158,182$101M0.01%-522,93713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,651,784$52M0.01%+381,68013F-HRTimelineGroup
LPL Financial LLC1,195,922$23.5M0.01%-46,06413F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.671,076$13.2M2.42%+89013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC585,692$11.5M<0.01%-27213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.406,147$7.96M0.01%+78,48113F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA354,838$6.96M<0.01%-73,82213F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…287,444$5.64M0.02%-13,22313F-HRTimeline
Sound Income Strategies, LLC258,113$5.06M0.29%-2,41413F-HRTimeline
AllSquare Wealth Management LLC193,375$3.79M2.13%-3,03313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP170,215$3.34M<0.01%-114,83613F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS166,055$3.26M0.01%+1,02913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…164,770$3.22M0.01%+73,13813F-HRTimeline
Cetera Investment Advisers158,268$3.1M0.01%-14,79913F-HRTimeline
Curtis Advisory Group, LLC134,624$2.64M0.66%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC124,848$2.45M<0.01%+9,19313F-HRTimeline
Bleakley Financial Group, LLC122,398$2.4M0.06%+18,46413F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding117,173$2.3M+29,663Timeline
AVANTAX ADVISORY SERVICES, INC.116,691$2.29M0.01%-9,55213F-HRTimeline
Gotham Asset Management, LLC113,924$2.23M0.01%+53,83713F-HRTimeline
Mariner, LLCin group Mariner, LLC103,553$2.03M<0.01%+11,10013F-HRTimelineGroup
Janney Montgomery Scott LLC89,316$1.75M<0.01%+3,91613F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC83,901$1.65M0.37%+11713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC77,173$1.51M<0.01%+10,66513F-HRTimelineGroup
Coppell Advisory Solutions LLC54,875$1.08M0.13%-20,89913F-HR/ATimeline
INDEPENDENT FINANCIAL GROUP, LLC51,757$1.01M0.03%-17,23813F-HRTimeline
IFP Advisors, Inc48,686$955K0.03%+40013F-HRTimeline
UBS Group AGin group UBS Group AG48,041$942K<0.01%new13F-HRTimelineGroup
WEDBUSH SECURITIES INC39,575$776K0.03%+4,15013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC36,224$710K0.01%+80613F-HRTimelineGroup
National Wealth Management Group, LLC34,799$682K0.38%-2,57413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC27,813$545K<0.01%new13F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…26,883$527K0.03%+4,22013F-HRTimelineGroup
CSM Advisors, LLC25,000$490K0.01%013F-HRTimeline
J.W. COLE ADVISORS, INC.24,038$471K0.01%-1,53613F-HRTimeline
HUB Investment Partners, LLC24,012$471K0.02%+14413F-HRTimeline
Global Financial Private Client, LLC22,212$436K0.16%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC20,867$409K0.01%+6,40713F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC20,808$408K<0.01%new13F-HRTimelineGroup
Oregon Pacific Wealth Management, LLC18,985$372K0.35%-68013F-HRTimeline
Creative Planningin group Creative Planning16,800$329K<0.01%013F-HRTimelineGroup
Atria Wealth Solutions, Inc.15,903$314K0.01%-2,36813F-HRTimeline
Gladstone Institutional Advisory LLC15,981$313K0.01%-37,12913F-HRTimeline
Steward Partners Investment Advisory, L…15,404$302K<0.01%-37713F-HRTimeline
COMERICA BANK14,901$292K<0.01%-3,13413F-HRTimeline
Integrated Wealth Concepts LLC14,124$277K<0.01%+12413F-HRTimeline
PRIVATE TRUST CO NA13,369$262K0.02%+50013F-HRTimeline
Cornerstone Wealth Management, LLC12,250$240K0.01%-1,50413F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.11,752$230K0.01%+14113F-HRTimelineGroup
Foundations Investment Advisors, LLC11,253$221K<0.01%new13F-HRTimeline
Private Advisor Group, LLC11,061$217K<0.01%-5,82313F-HRTimeline
Kingsview Wealth Management, LLC10,564$207K<0.01%-41113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/10,000$196K<0.01%013F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…8,292$163K0.02%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.7,410$145K<0.01%new13F-HRTimelineGroup
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management5,185$102K0.02%new13F-HRTimelineGroup
FIDUCIARY ADVISORS, INC.2,751$53.9K0.05%+5013F-HRTimeline
MassMutual Private Wealth & Trust, FSB2,097$41.1K<0.01%new13F-HRTimeline
WEBSTER BANK, N. A.735$14.4K<0.01%013F-HRTimeline
Allworth Financial LP533$10.5K<0.01%013F-HRTimeline
NewEdge Advisors, LLC449$8.8K<0.01%013F-HRTimeline
Global Retirement Partners, LLC133$2.61K<0.01%13F-HRTimeline
CoreCap Advisors, LLC100$1.96K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC50$1K<0.01%new13F-HRTimelineGroup
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.