LODI Institutional Ownership
ETF Series Solutions - AAM SLC Low Duration Income ETF
1W: +0.0%
1M: -0.8%
YTD: -1.0%
$24.90
+0.02 (+0.08%)
Weekly Expected Move ±0.3%
$25
$25
$25
$25
$25
Overview
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Institutional Ownership — LODI
19
Institutional Holders
+5 vs prior quarter
0.0%
Ownership
+0.00pp
80M
Total Invested
6
New Positions
7
Increased
5
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (19 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | SUN LIFE FINANCIAL INC | 2,000,000 | 50M | — | +0.0% | 7Q | SEC ↗ |
| 2 | LPL Financial LLC | 580,532 | 14M | +221,860 | +61.9% | 5Q | SEC ↗ |
| 3 | Spartan Wealth Advisory Services LLC | 261,316 | 7M | +29,591 | +12.8% | 2Q | SEC ↗ |
| 4 | Sanctuary Advisors, LLC NEW | 74,508 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 5 | INDEPENDENT FINANCIAL GROUP, LLC | 54,007 | 1M | +35,340 | +189.3% | 2Q | SEC ↗ |
| 6 | Grantvest Financial Group LLC | 46,627 | 1M | +273 | +0.6% | 6Q | SEC ↗ |
| 7 | Waverly Advisors, LLC NEW | 40,900 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 8 | Kestra Advisory Services, LLC NEW | 21,764 | 542K | — | +0.0% | 1Q | SEC ↗ |
| 9 | Private Advisor Group, LLC | 19,133 | 476K | +5,854 | +44.1% | 2Q | SEC ↗ |
| 10 | ENVESTNET ASSET MANAGEMENT INC | 17,307 | 431K | -1,776 | -9.3% | 6Q | SEC ↗ |
| 11 | GUIDANCE CAPITAL, INC NEW | 15,713 | 391K | — | +0.0% | 1Q | SEC ↗ |
| 12 | Cambridge Investment Research Advisors | 11,000 | 274K | +1,213 | +12.4% | 2Q | SEC ↗ |
| 13 | World Investment Advisors | 10,492 | 261K | -1,124 | -9.7% | 3Q | SEC ↗ |
| 14 | OSAIC HOLDINGS, INC. | 9,506 | 237K | -19,544 | -67.3% | 6Q | SEC ↗ |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC NEW | 9,149 | 228K | — | +0.0% | 1Q | SEC ↗ |
| 16 | Stirlingshire Investments, Inc. NEW | 9,132 | 227K | — | +0.0% | 1Q | SEC ↗ |
| 17 | KESTRA PRIVATE WEALTH SERVICES, LLC | 8,696 | 217K | -517 | -5.6% | 2Q | SEC ↗ |
| 18 | Advisors Asset Management, Inc. | 1,121 | 28K | +486 | +76.5% | 6Q | SEC ↗ |
| 19 | Ameritas Advisory Services, LLC | 0 | 0K | -1,453 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (6)
| Holder | Shares | Value |
|---|---|---|
| Sanctuary Advisors, LLC | 74,508 | 2M |
| Waverly Advisors, LLC | 40,900 | 1M |
| Kestra Advisory Services, LLC | 21,764 | 542K |
| GUIDANCE CAPITAL, INC | 15,713 | 391K |
| COMMONWEALTH EQUITY SERVICES, LLC | 9,149 | 228K |
| Stirlingshire Investments, Inc. | 9,132 | 227K |
Sold Out (1)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Ameritas Advisory Services, LLC | 1,453 | 36K |
Biggest Increases (7)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | +221,860 | +61.9% | 580,532 |
| INDEPENDENT FINANCIAL GROUP, LLC | +35,340 | +189.3% | 54,007 |
| Spartan Wealth Advisory Services LL | +29,591 | +12.8% | 261,316 |
| Private Advisor Group, LLC | +5,854 | +44.1% | 19,133 |
| Cambridge Investment Research Advis | +1,213 | +12.4% | 11,000 |
| Advisors Asset Management, Inc. | +486 | +76.5% | 1,121 |
| Grantvest Financial Group LLC | +273 | +0.6% | 46,627 |
Biggest Decreases (4)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| OSAIC HOLDINGS, INC. | -19,544 | -67.3% | 9,506 |
| ENVESTNET ASSET MANAGEMENT INC | -1,776 | -9.3% | 17,307 |
| World Investment Advisors | -1,124 | -9.7% | 10,492 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | -517 | -5.6% | 8,696 |