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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 2026-06-30, 12,125,837 shares in all. 9 filers opened a position and 10 filers sold out during the quarter.

Managers
61
13F filers
62
New
9
Added
19
Reduced
19
Sold out
10
Shares held by filers
12,125,837

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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 STANLEY4,639,845$90.7M<0.01%+259,13513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,353,708$46M0.01%+27,03013F-HRTimelineGroup
LPL Financial LLC688,338$13.5M<0.01%-54113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA454,764$8.89M<0.01%+7,76513F-HRTimelineGroup
RAINEY & RANDALL WEALTH ADVISORS INC.449,007$8.82M1.26%-68,73313F-HRTimeline
L2 Asset Management, LLC412,303$8.1M0.84%-306,35813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC411,298$8.04M<0.01%-22,95113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.346,806$6.78M0.01%+36,50913F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…337,381$6.62M0.01%-48113F-HRTimeline
Teucrium Investment Advisors, LLC237,437$4.64M4.13%-30,04013F-HRTimeline
Gotham Asset Management, LLC226,451$4.43M0.01%+19,10313F-HRTimeline
Cambridge Investment Research Advisors,…225,154$4.4M0.01%-12,63713F-HR/ATimeline
Sound Income Strategies, LLC216,644$4.24M0.19%-4,99413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS171,102$3.35M0.01%+1,67713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC122,785$2.4M<0.01%+13,93113F-HRTimeline
Cetera Investment Advisers87,468$1.71M<0.01%-14,59413F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding69,430$1.36M-12,161Timeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC66,723$1.3M<0.01%+14,59113F-HR/ATimelineGroup
Janney Montgomery Scott LLC60,767$1.19M<0.01%-6,63113F-HRTimeline
Bleakley Financial Group, LLC56,717$1.11M0.01%+11,18713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC56,328$1.1M<0.01%+61013F-HR/ATimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC48,581$950K<0.01%-58,09513F-HRTimelineGroup
IFP Advisors, Inc48,286$944K0.02%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP47,837$935K<0.01%-11,87413F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC38,067$744K0.01%-5,60313F-HRTimeline
&PARTNERS30,698$600K<0.01%-14613F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…26,152$511K0.01%+3,00113F-HRTimelineGroup
WEDBUSH SECURITIES INC19,944$390K0.01%+3,91913F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.17,263$337K<0.01%+3,86213F-HRTimelineGroup
Cornerstone Wealth Management, LLC16,291$319K0.01%+5,63613F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…14,238$278K<0.01%013F-HRTimelineGroup
J.W. COLE ADVISORS, INC.13,117$256K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA13,075$256K0.02%013F-HRTimeline
UBS Group AGin group UBS Group AG12,994$254K<0.01%+3,09413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC12,586$246K<0.01%new13F-HRTimelineGroup
Creative Planningin group Creative Planning11,000$215K<0.01%-1,00013F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.10,590$207K0.01%new13F-HRTimelineGroup
City Center Advisors, LLC10,293$201K0.16%new13F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management7,159$140K0.02%new13F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/7,000$137K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…6,854$134K<0.01%+2013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…4,268$83.4K<0.01%013F-HRTimelineGroup
Private Wealth Asset Management, LLC3,059$59.8K0.01%013F-HRTimeline
WEBSTER BANK, N. A.2,926$57.2K<0.01%+95013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.2,400$47.1K<0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC2,178$42.6K<0.01%13F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…1,529$29.9K0.08%013F-HR/ATimelineGroup
Farther Finance Advisors, LLC1,159$22.7K<0.01%-613F-HRTimeline
FMR LLCin group FMR LLC1,044$20.4K<0.01%new13F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC853$16.7K<0.01%new13F-HRTimeline
AE Wealth Management LLC644$12.6K<0.01%+113F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC600$12K<0.01%013F-HRTimelineGroup
Advisors Asset Management, Inc.587$11.5K<0.01%-2013F-HRTimeline
IFG Advisory, LLC533$10.4K<0.01%013F-HRTimeline
NewEdge Advisors, LLC449$8.78K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP385$7.57K<0.01%new13F-HRTimelineGroup
Medallion Wealth Advisors, LLC343$6.71K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.150$2.93K<0.01%013F-HRTimeline
Key Capital Management, INC149$2.91K<0.01%-32213F-HRTimeline
CoreCap Advisors, LLC100$1.96K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO0$3<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.