PFLD

Aam Low Dur Pref & Inc SecETF$19.64 0.15%
UnclassifiedUSCUSIP 26922A198· EOD Jul 16, 2026◍ Confluence graph
Tracked 13F Holders
45
-6 QoQ
13F Value (tracked)
$218.4M
13F Moves · latest Q
9 added
6 trimmed
Recent Filings
0

Price & smart-money activity

$19.64 0.15%5Y -22.6%
$18.90$20.65$22.39$24.14$25.8920212022202320242025202623626225556646944876566495931068971181222
Hover for who · click for detailEnd-of-day closing prices52w $19.33 – $19.86

Who owns PFLD?

45 tracked 13F filers

45 tracked 13F filers disclose a position in PFLD as of the latest SEC 13F filings, a combined $218.4M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1MORGAN STANLEY
$84.8M
4.4M
+1.7%
Added · +74K sh
Q1 2026
2WELLS FARGO & COMPANY/MN
$45.0M
2.3M
−3.5%
Reduced · −85K sh
Q1 2026
3L2 Asset Management, LLC
$13.9M
719K
+142%
Added · +422K sh
Q1 2026
4LPL Financial LLC
$13.3M
689K
−7.0%
Reduced · −52K sh
Q1 2026
5ROYAL BANK OF CANADA
$8.7M
447K
−9.4%
Reduced · −47K sh
Q1 2026
6RAYMOND JAMES FINANCIAL INC
$8.4M
434K
−13%
Reduced · −65K sh
Q1 2026
7WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$6.6M
337K
−0.1%
Reduced · −481 sh
Q2 2026
8OSAIC HOLDINGS, INC.
$6.0M
310K
−8.8%
Reduced · −30K sh
Q1 2026
9Teucrium Investment Advisors, LLC
$5.2M
267K
−8.9%
Reduced · −26K sh
Q1 2026
10Sound Income Strategies, LLC
$4.2M
217K
−2.3%
Reduced · −5K sh
Q2 2026
11Gotham Asset Management, LLC
$4.0M
207K
+82%
Added · +93K sh
Q1 2026
12COMMONWEALTH EQUITY SERVICES, LLC
$2.1M
109K
+14%
Added · +13K sh
Q1 2026
13JANE STREET GROUP, LLC
$2.1M
107K
−72%
Reduced · −281K sh
Q1 2026
14Cetera Investment Advisers
$2.0M
102K
−46%
Reduced · −86K sh
Q1 2026
15STIFEL FINANCIAL CORP
$1.2M
60K
−26%
Reduced · −21K sh
Q1 2026
16CITADEL ADVISORS LLC
$1.1M
56K
+37%
Added · +15K sh
Q1 2026
17ENVESTNET ASSET MANAGEMENT INC
$1.0M
52K
−11%
Reduced · −7K sh
Q1 2026
18IFP Advisors, Inc
$944K
48K
Held
Q2 2026
19Bleakley Financial Group, LLC
$881K
46K
−0.5%
Reduced · −220 sh
Q1 2026
20Kestra Advisory Services, LLC
$871K
45K
−8.5%
Reduced · −4K sh
Q1 2026
21INDEPENDENT FINANCIAL GROUP, LLC
$744K
38K
−13%
Reduced · −6K sh
Q2 2026
22HB Wealth Management, LLC
$721K
37K
−12%
Reduced · −5K sh
Q1 2026
23KESTRA PRIVATE WEALTH SERVICES, LLC
$709K
37K
+0.4%
Added · +133 sh
Q1 2026
24&PARTNERS
$590K
31K
+12%
Added · +3K sh
Q1 2026
25Ameritas Advisory Services, LLC
$448K
23K
+8.8%
Added · +2K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is PFLD being bought or sold by institutions?

Last quarter, 3 funds opened a new position in PFLD and 6 added to an existing one, while 6 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
3
funds
Added
6
funds
Reduced
6
funds
Exited
0
funds

Funds that own PFLD also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA25 funds$10.9B
APPLE INCAAPL25 funds$10.6B
MICROSOFT CORPMSFT25 funds$7.6B
AMAZON.COM INCAMZN25 funds$6.8B
ALPHABET INC-CL AGOOGL25 funds$5.5B
BROADCOM INCAVGO25 funds$4.0B
JPMORGAN CHASE & COJPM25 funds$3.8B
META PLATFORMS INC-CLASS AMETA25 funds$3.7B
ALPHABET INC-CL CGOOG25 funds$3.2B
BERKSHIRE HATHAWAY INC-CL BBRK/B25 funds$2.8B
MICRON TECHNOLOGY INCMU25 funds$2.3B
JOHNSON & JOHNSONJNJ25 funds$2.2B

Ranked by how many of PFLD's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

43 funds+9 since Q3 2024
02550Q3 2024Q1 2025Q3 2025Q1 2026
funds holding aggregate valuelatest $218.0M

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in PFLD

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/PFLD/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for PFLD.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for PFLD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.