Funds holding AAM Low Duration Preferred and
1 fund declares a position · 1 ETFs and 0 other funds · 5.2M $ · US26922A1988
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | Yields for You Strategy A ETF Listed Funds Trust | 267,477 | 5.2M $ | 19.81 % | as of Mar 31, 2026 · Original filing |
Institutional managers
60 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| MORGAN STANLEY | 4,380,710 | 84.8M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 2,326,678 | 45M $ | as of Mar 31, 2026 |
| L2 Asset Management, LLC | 718,661 | 13.9M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 688,879 | 13.3M $ | as of Mar 31, 2026 |
| RAINEY & RANDALL WEALTH ADVISORS INC. | 517,740 | 10.1M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 446,999 | 8.7M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 434,249 | 8.4M $ | as of Mar 31, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 337,862 | 6.6M $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 310,297 | 6M $ | as of Mar 31, 2026 |
| Teucrium Investment Advisors, LLC | 267,477 | 5.2M $ | as of Mar 31, 2026 |
| Sound Income Strategies, LLC | 221,638 | 4.3M $ | as of Mar 31, 2026 |
| Gotham Asset Management, LLC | 207,348 | 4M $ | as of Mar 31, 2026 |
| CAPTRUST FINANCIAL ADVISORS | 169,425 | 3.3M $ | as of Mar 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | 108,854 | 2.1M $ | as of Mar 31, 2026 |
| JANE STREET GROUP, LLC | 106,676 | 2.1M $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 102,062 | 2M $ | as of Mar 31, 2026 |
| STIFEL FINANCIAL CORP | 59,711 | 1.2M $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 55,718 | 1.1M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 52,132 | 1M $ | as of Mar 31, 2026 |
| IFP Advisors, Inc | 48,286 | 934.8K $ | as of Mar 31, 2026 |
| Bleakley Financial Group, LLC | 45,530 | 881.5K $ | as of Mar 31, 2026 |
| Kestra Advisory Services, LLC | 44,975 | 870.7K $ | as of Mar 31, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | 43,670 | 845.5K $ | as of Mar 31, 2026 |
| HB Wealth Management, LLC | 37,228 | 720.7K $ | as of Mar 31, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 36,616 | 708.9K $ | as of Mar 31, 2026 |