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Disclosery

PFLD ETF SER SOLUTIONS

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AAM LW DUR PFD (fund)

67 managers (68 13F filers) reported a position in PFLD shares at 2025-12-31, 12,752,075 shares in all. 8 filers opened a position and 9 filers sold out during the quarter.

Managers
67
13F filers
68
New
8
Added
18
Reduced
29
Sold out
9
Shares held by filers
12,752,075

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 STANLEY4,306,796$84.3M0.01%-811,05613F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,411,438$47.2M0.01%-155,91513F-HRTimelineGroup
LPL Financial LLC741,076$14.5M<0.01%-214,40413F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.573,661$11.3M1.84%-83,74613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC498,997$9.76M<0.01%-35,10713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA493,604$9.66M<0.01%+105,81013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC387,330$7.58M0.01%+314,75513F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…369,417$7.26M0.01%+16,92913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.340,392$6.66M0.01%-135,68813F-HRTimelineGroup
L2 Asset Management, LLC296,996$5.81M0.78%+47,67713F-HRTimeline
Teucrium Investment Advisors, LLC293,586$5.74M6.31%13F-HRTimeline
Cambridge Investment Research Advisors,…256,223$5.01M0.01%-21,97513F-HRTimeline
Sound Income Strategies, LLC231,677$4.57M0.22%-10,05113F-HRTimeline
Cetera Investment Advisers188,194$3.68M<0.01%-67,54313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS168,446$3.3M0.01%+6,77113F-HRTimeline
Gotham Asset Management, LLC113,924$2.23M0.01%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC95,785$1.87M<0.01%-22,21513F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding85,629$1.68M-36,869Timeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP80,302$1.57M<0.01%-19,04013F-HRTimelineGroup
Janney Montgomery Scott LLC79,942$1.56M<0.01%-8,68913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC58,764$1.15M<0.01%-5,37013F-HRTimelineGroup
IFP Advisors, Inc48,286$945K0.02%013F-HRTimeline
Bleakley Financial Group, LLC45,750$895K0.02%-79,72113F-HRTimeline
Integrated Wealth Concepts LLC42,715$836K0.01%new13F-HRTimeline
HB Wealth Management, LLC42,361$829K0.01%013F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management41,599$814K0.12%+2,45313F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC40,696$796K<0.01%+53613F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC32,449$635K0.01%-5,69613F-HRTimeline
WEDBUSH SECURITIES INC32,275$631K0.02%-6,85013F-HRTimeline
&PARTNERS27,488$538K<0.01%new13F-HRTimeline
HUB Investment Partners, LLC24,012$470K0.01%013F-HRTimeline
National Wealth Management Group, LLC22,565$441K0.15%-4,46513F-HRTimeline
Global Financial Private Client, LLC21,287$416K0.15%-35213F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…21,278$416K0.02%-3,35313F-HRTimelineGroup
Coppell Advisory Solutions LLC20,779$409K0.04%-33,67513F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.18,729$366K<0.01%+1,15713F-HRTimelineGroup
Oregon Pacific Wealth Management, LLC18,213$356K0.37%-1,27113F-HRTimeline
Concorde Asset Management, LLC17,250$337K0.14%+3,05013F-HRTimeline
COMERICA BANK16,211$317K<0.01%+1,04413F-HRTimeline
J.W. COLE ADVISORS, INC.14,783$289K0.01%-4,08313F-HRTimeline
Gladstone Institutional Advisory LLC14,555$285K0.01%-45013F-HRTimeline
Private Advisor Group, LLC14,527$284K<0.01%+1,60313F-HRTimeline
PRIVATE TRUST CO NA13,075$256K0.02%+50013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO12,782$250K<0.01%new13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.12,062$236K0.01%+1,32813F-HRTimelineGroup
Creative Planningin group Creative Planning12,017$235K<0.01%-1,78313F-HRTimelineGroup
Foundations Investment Advisors, LLC11,348$222K<0.01%-79913F-HRTimeline
UBS Group AGin group UBS Group AG10,472$205K<0.01%+57213F-HRTimelineGroup
Steward Partners Investment Advisory, L…8,313$163K<0.01%-2,04213F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/7,000$137K<0.01%013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…4,268$83.5K<0.01%+1,66813F-HR/ATimelineGroup
AE Wealth Management LLC2,350$46K<0.01%+50413F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,720$33.7K<0.01%-37713F-HRTimeline
WEBSTER BANK, N. A.1,364$26.7K<0.01%+62913F-HRTimeline
Farther Finance Advisors, LLC1,245$24.4K<0.01%+13413F-HRTimeline
Global Retirement Partners, LLC1,010$19.8K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC600$12K<0.01%new13F-HRTimelineGroup
Advisors Asset Management, Inc.602$11.8K<0.01%new13F-HR/ATimeline
Allworth Financial LP533$10.4K<0.01%013F-HRTimeline
NewEdge Advisors, LLC449$8.79K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC343$6.71K<0.01%013F-HRTimeline
LRI Investments, LLC223$4.36K<0.01%new13F-HRTimeline
Strategic Wealth Partners, Ltd.150$2.94K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC100$1.96K<0.01%013F-HRTimeline
Essential Partners LLC54$1.06K<0.01%new13F-HRTimeline
Key Capital Management, INC8$157<0.01%13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO0$3<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.