Who Owns AAM (PFLD)? -- Institutional Holders (2026-06-30)

71 institutions reported holding $237.2M of AAM (PFLD) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($90.7M), WELLS FARGO & COMPANY/MN ($46.0M), LPL Financial LLC ($13.5M), Royal Bank of Canada ($8.9M), RAINEY & RANDALL WEALTH ADVISORS INC. ($8.8M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$90.7M4.6MAdded
2WELLS FARGO & COMPANY/MN$46.0M2.4MAdded
3LPL Financial LLC$13.5M688,338Trimmed
4Royal Bank of Canada$8.9M454,764Added
5RAINEY & RANDALL WEALTH ADVISORS INC.$8.8M449,007Trimmed
6L2 Asset Management, LLC$8.1M412,303Trimmed
7RAYMOND JAMES FINANCIAL INC$8.0M411,298Trimmed
8OSAIC HOLDINGS, INC.$6.8M346,806Added
9WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$6.6M337,381Trimmed
10Teucrium Investment Advisors, LLC$4.6M237,437Trimmed
11Gotham Asset Management, LLC$4.4M226,451Added
12Cambridge Investment Research Advisors, Inc.$4.4M225,154Trimmed
13Sound Income Strategies, LLC$4.2M216,644Trimmed
14CAPTRUST FINANCIAL ADVISORS$3.3M171,102Added
15COMMONWEALTH EQUITY SERVICES, LLC$2.4M122,785Added
16Cetera Investment Advisers$1.7M87,468Trimmed
17ENVESTNET ASSET MANAGEMENT INC$1.3M66,723Added
18Janney Montgomery Scott LLC$1.2M60,767Trimmed
19Bleakley Financial Group, LLC$1.1M56,717Added
20CITADEL ADVISORS LLC$1.1M56,328Added
21JANE STREET GROUP, LLC$949,75948,581Trimmed
22IFP Advisors, Inc$943,99148,286Hold
23STIFEL FINANCIAL CORP$935,22347,837Trimmed
24INDEPENDENT FINANCIAL GROUP, LLC$744,21038,067Trimmed
25KESTRA PRIVATE WEALTH SERVICES, LLC$721,98536,930Added

Source: SEC Form 13F filings · as of 2026-06-30