Q3 2021 13F Holders as of 30 Sep 2021
-
Type / Class
-
Equity / AAM LW DUR PFD
-
Number of holders
-
26
-
Total 13F shares, excl. options
-
1,208,619
-
Shares change
-
+676,406
-
Total reported value, excl. options
-
$30,431,000
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Value change
-
+$17,031,431
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Number of buys
-
22
-
Number of sells
-
-2
-
Price
-
$25.18
Significant Holders of ETF SER SOLUTIONS - AAM LW DUR PFD (PFLD) as of Q3 2021
27 filings reported holding PFLD - ETF SER SOLUTIONS - AAM LW DUR PFD as of Q3 2021.
ETF SER SOLUTIONS - AAM LW DUR PFD (PFLD) has 26 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,208,619 shares
.
Largest 10 shareholders include AllSquare Wealth Management LLC (193,447 shares), Kestra Advisory Services, LLC (178,424 shares), ADVISOR GROUP HOLDINGS, INC. (150,939 shares), LPL Financial LLC (107,658 shares), Cambridge Investment Research Advisors, Inc. (102,887 shares), STIFEL FINANCIAL CORP (79,908 shares), AVANTAX ADVISORY SERVICES, INC. (44,973 shares), Rockefeller Capital Management L.P. (43,025 shares), Danda Trouve Investment Management, Inc. (41,016 shares), and AdvisorNet Financial, Inc (39,680 shares).
This table shows the top 26 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.