DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex
LODI

AAM SLC LOW DURATION INCOME ETF

13 institutions still hold AAM SLC LOW DURATION INCOME ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 26922B428·13 13F holders·last filed Mar 31, 2026
Market cap
1.7%
vs prior quarter
13F value held
$13M
68.0% inst. owned
of float
Holders
13
-53 QoQ
filers reporting
Activity
+96 / −56
+865 added · −800 reduced
this quarter
Concentration
70.32%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

13 institutions reported LODI in Q1 2026. LPL Financial LLC leads at 70.3% of the visible book. -53 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$9M359K0.00%Q1 2026
02
Grantvest Financial Group LLC
CIK 0002055216
$1M46K0.76%Q1 2026
03
OSAIC HOLDINGS, INC.
CIK 0001677044
$732,09129K0.00%Q1 2026
04
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$480,87619K0.00%Q1 2026
05
INDEPENDENT FINANCIAL GROUP, LLC
CIK 0000275484
$470,39019K0.01%Q1 2026
06
Private Advisor Group, LLC
CIK 0001567755
$334,61813K0.00%Q1 2026
07
World Investment Advisors
CIK 0001652594
$292,71212K0.00%Q1 2026
08
KESTRA PRIVATE WEALTH SERVICES, LLC
CIK 0001649451
$232,1519K0.00%Q1 2026
09
SUN LIFE FINANCIAL INC
CIK 0001097362
$50,3982.0M2.86%Q1 2026
10
Ameritas Advisory Services, LLC
CIK 0001901275
$36,6181K0.00%Q1 2026
11
Advisors Asset Management, Inc.
CIK 0001297376
$16,0016350.00%Q1 2026
12
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$24710K0.00%Q1 2026
13
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025