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AAM LOW DUR Pref & Inc SEC (PFLD)

CUSIP: 26922A198 | NYSE | 168 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Rainey & Randall Wealth Advisors Inc.452,296
1.2% of portfolio›$8.7M
Wealth Enhancement Advisory Services, LLC337,713
0.0% of portfolio›$6.5M
Cambridge Investment Research Advisors, Inc.216,466
0.0% of portfolio›$4.1M
Sound Income Strategies, LLC210,507
0.2% of portfolio›$4.0M
Commonwealth Equity Services, LLC113,895
0.0% of portfolio›$2.2M
IFP Advisors, Inc51,716
0.0% of portfolio›$986.7K
Kestra Private Wealth Services, LLC37,267
0.0% of portfolio›$711.1K
Independent Financial Group, LLC36,439
0.0% of portfolio›$695.3K
Kestra Advisory Services, LLC34,945
0.0% of portfolio›$666.7K
Wedbush Securities Inc20,770
0.0% of portfolio›$396.0K
Cullen T Bankers, Inc.17,730
0.0% of portfolio›$338.3K
Cornerstone Wealth Management, LLC14,474
0.0% of portfolio›$276.2K
Private Trust Co NA13,075
0.0% of portfolio›$249.5K
City Center Advisors, LLC11,392
0.2% of portfolio›$217.4K
Creative Planning11,333
0.0% of portfolio›$216.2K
Nova Financial LLC8,789
0.1% of portfolio›$167.7K
Alpine Bank Wealth Management7,159
0.0% of portfolio›$136.6K
Ascentis Independent Advisors1,529
0.0% of portfolio›$29.2K
Rossby Financial, LCC1,372
0.0% of portfolio›$26.2K
Farther Finance Advisors, LLC1,161
0.0% of portfolio›$22.2K
Ashton Thomas Private Wealth, LLC853
0.0% of portfolio›$16.3K
Latitude Advisors, LLC332
0.0% of portfolio›$6.3K
CoreCap Advisors, LLC100
0.0% of portfolio›$1.9K
Root Financial Partners, LLC91
0.0% of portfolio›$1.7K
Key Capital Management, Inc11
0.0% of portfolio›$210
StyleTurnoverLocationFiled
Rainey & Randall Wealth Advisors Inc.
452,296$8.7M1.2%ETFVery LowCelebration, FL2026-10-26
Wealth Enhancement Advisory Services, LLC
337,713$6.5M0.0%CoreLowPlymouth, MN2026-10-13
Cambridge Investment Research Advisors, Inc.
216,466$4.1M0.0%ETFLowFairfield, IA2026-11-02
Sound Income Strategies, LLC
210,507$4.0M0.2%YieldMediumFt Lauderdale, FL2026-10-09
Commonwealth Equity Services, LLC
113,895$2.2M0.0%ETFLowWaltham, MA2026-11-02
IFP Advisors, Inc
51,716$986.7K0.0%GrowthLowTampa, FL2026-10-16
Kestra Private Wealth Services, LLC
37,267$711.1K0.0%GrowthLowAustin, TX2026-10-30
Independent Financial Group, LLC
36,439$695.3K0.0%GrowthLowSan Diego, CA2026-10-13
Kestra Advisory Services, LLC
34,945$666.7K0.0%CoreLowAustin, TX2026-11-02
Wedbush Securities Inc
20,770$396.0K0.0%CoreLowPasadena, CA2026-10-22
Cullen T Bankers, Inc.
17,730$338.3K0.0%GrowthLowSan Antonio, TX2026-10-28
Cornerstone Wealth Management, LLC
14,474$276.2K0.0%ETFVery LowSt. Peters, MO2026-11-04
Private Trust Co NA
13,075$249.5K0.0%CoreLowCleveland, OH2026-10-20
City Center Advisors, LLC
11,392$217.4K0.2%ETFMediumTroy, MI2026-10-08
Creative Planning
11,333$216.2K0.0%IndexVery LowOverland Park, KS2026-11-02
Nova Financial LLC
8,789$167.7K0.1%N/AN/ATucson, AZ2026-11-04
Alpine Bank Wealth Management
7,159$136.6K0.0%ETFHighGrand Junction, CO2026-10-16
Ascentis Independent Advisors
1,529$29.2K0.0%ETFLowDallas, TX2026-11-03
Rossby Financial, LCC
1,372$26.2K0.0%ETFMediumMelbourne, FL2026-11-05
Farther Finance Advisors, LLC
1,161$22.2K0.0%IndexLowSan Francisco, CA2026-10-08
Ashton Thomas Private Wealth, LLC
853$16.3K0.0%CoreMediumScottsdale, AZ2026-11-03
Latitude Advisors, LLC
332$6.3K0.0%ETFLowYorkville, IL2026-10-27
CoreCap Advisors, LLC
100$1.9K0.0%ETFMediumSouthfield, MI2026-10-08
Root Financial Partners, LLC
91$1.7K0.0%ETFMediumEncinitas, CA2026-10-21
Key Capital Management, Inc
11$2100.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03