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Disclosery

PFLD ETF SER SOLUTIONS

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AAM LW DUR PFD (fund)

61 managers (62 13F filers) reported a position in PFLD shares at 2026-03-31, 12,330,120 shares in all. 11 filers opened a position and 15 filers sold out during the quarter.

Managers
61
13F filers
62
New
11
Added
15
Reduced
25
Sold out
15
Shares held by filers
12,330,120

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 STANLEY4,380,710$84.8M0.01%+73,91413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,326,678$45M0.01%-84,76013F-HR/ATimelineGroup
L2 Asset Management, LLC718,661$13.9M1.32%+421,66513F-HRTimeline
LPL Financial LLC688,879$13.3M<0.01%-52,19713F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.517,740$10.1M1.64%-55,92113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA446,999$8.65M<0.01%-46,60513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC434,249$8.41M<0.01%-64,74813F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…337,862$6.56M0.01%-31,55513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.310,297$6.01M0.01%-30,09513F-HRTimelineGroup
Teucrium Investment Advisors, LLC267,477$5.18M4.02%-26,10913F-HRTimeline
Cambridge Investment Research Advisors,…237,791$4.6M0.01%-18,43213F-HRTimeline
Sound Income Strategies, LLC221,638$4.31M0.21%-10,03913F-HRTimeline
Gotham Asset Management, LLC207,348$4.01M0.01%+93,42413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS169,425$3.28M0.01%+97913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC108,854$2.11M<0.01%+13,06913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC106,676$2.07M<0.01%-280,65413F-HRTimelineGroup
Cetera Investment Advisers102,062$1.98M<0.01%-86,13213F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding81,591$1.58M-4,038Timeline
Janney Montgomery Scott LLC67,398$1.3M<0.01%-12,54413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP59,711$1.16M<0.01%-20,59113F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC55,718$1.08M<0.01%+15,02213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC52,132$1.01M<0.01%-6,63213F-HRTimelineGroup
IFP Advisors, Inc48,286$935K0.02%013F-HRTimeline
Bleakley Financial Group, LLC45,530$881K0.01%-22013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC43,670$845K0.02%+11,22113F-HR/ATimeline
HB Wealth Management, LLC37,228$721K<0.01%-5,13313F-HRTimeline
&PARTNERS30,844$590K<0.01%+3,35613F-HRTimeline
HRT FINANCIAL LP23,728$459K<0.01%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…23,151$448K0.02%+1,87313F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…21,222$411K<0.01%new13F-HRTimelineGroup
Concorde Asset Management, LLC17,800$346K0.17%+55013F-HRTimeline
WEDBUSH SECURITIES INC16,025$310K0.01%-16,25013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…14,238$276K<0.01%new13F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.13,401$259K<0.01%-5,32813F-HRTimelineGroup
PRIVATE TRUST CO NA13,075$253K0.02%013F-HRTimeline
Foundations Investment Advisors, LLC12,501$242K<0.01%+1,15313F-HRTimeline
Creative Planningin group Creative Planning12,000$232K<0.01%-1713F-HRTimelineGroup
Cornerstone Wealth Management, LLC10,655$206K0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG9,900$192K<0.01%-57213F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/7,000$136K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…6,834$132K<0.01%-1,47913F-HRTimeline
Advisory Services Network, LLC5,330$103K<0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…4,268$82.6K<0.01%013F-HRTimelineGroup
Private Wealth Asset Management, LLC3,059$59.2K0.01%new13F-HRTimeline
WEBSTER BANK, N. A.1,976$38.3K<0.01%+61213F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,720$33.3K<0.01%013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…1,529$29.6K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC1,165$22.7K<0.01%-8013F-HRTimeline
AE Wealth Management LLC643$12.4K<0.01%-1,70713F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC600$12K<0.01%013F-HRTimelineGroup
Advisors Asset Management, Inc.607$11.7K<0.01%+513F-HRTimeline
IFG Advisory, LLC533$10.3K0.03%new13F-HRTimeline
Key Capital Management, INC471$9.12K0.01%+46313F-HRTimeline
NewEdge Advisors, LLC449$8.69K<0.01%013F-HR/ATimeline
Medallion Wealth Advisors, LLC343$6.64K<0.01%013F-HRTimeline
Hanson & Doremus Investment Management183$4K<0.01%new13F-HRTimeline
Strategic Wealth Partners, Ltd.150$2.9K<0.01%013F-HRTimeline
CoreCap Advisors, LLC100$1.94K<0.01%013F-HRTimeline
PMV Capital Advisers, LLC9$169<0.01%new13F-HRTimeline
Merkkuri Wealth Advisors LLC1$17<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO0$3<0.01%013F-HR/ATimelineGroupAmount filed as zero, left out of ratios.