AAM SLC LOW DURATION INCOME ETF
19 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.
The single most consequential trade in AAM SLC Low Duration Income ETF (LODI) during Q2 2026 was a $890,000 net capital injection by Independent Financial Group, LLC, expanding its holding to $1.36 million (54,007 shares). The move solidifies Independent Financial Group's control over 77.44% of the ETF's $1.76 million in total reported institutional capital. The remaining 22.56% is held by Guidance Capital, Inc., which established a new position of $396,000 (15,713 shares) during the quarter. With zero institutional sellers recorded, LODI's 13F footprint reflects an exclusive, dual-manager allocation.
Top holders
Sorted by position value. Source: SEC EDGAR 13F-HR filings.