14 institutions reported holding $69.3M of AAM SLC LOW DURATION INCOME ETF (LODI) in SEC 13F filings for 2026-03-31. Largest institutional holders: SUN LIFE FINANCIAL INC ($50.4M), LPL Financial LLC ($9.0M), Spartan Wealth Advisory Services LLC ($5.8M), Grantvest Financial Group LLC ($1.2M), OSAIC HOLDINGS, INC. ($732,091). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | SUN LIFE FINANCIAL INC | $50.4M | 2.0M | Hold |
| 2 | LPL Financial LLC | $9.0M | 358,672 | Added |
| 3 | Spartan Wealth Advisory Services LLC | $5.8M | 231,725 | New |
| 4 | Grantvest Financial Group LLC | $1.2M | 46,354 | Added |
| 5 | OSAIC HOLDINGS, INC. | $732,091 | 29,050 | Added |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $480,876 | 19,083 | Trimmed |
| 7 | INDEPENDENT FINANCIAL GROUP, LLC | $470,390 | 18,667 | New |
| 8 | Private Advisor Group, LLC | $334,618 | 13,279 | New |
| 9 | World Investment Advisors | $292,712 | 11,616 | New |
| 10 | Cambridge Investment Research Advisors, Inc. | $247,000 | 9,787 | New |
| 11 | KESTRA PRIVATE WEALTH SERVICES, LLC | $232,151 | 9,213 | New |
| 12 | Ameritas Advisory Services, LLC | $36,618 | 1,453 | New |
| 13 | Advisors Asset Management, Inc. | $16,001 | 635 | New |
| 14 | Kestra Advisory Services, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31