AAM SLC Low Duration Income ETF (LODI)
ETF ยท NYSE Arca
AAM SLC Low Duration Income ETF (LODI) is an exchange-traded fund listed on NYSE Arca, where it has traded since December 3, 2024.
- Type
- Exchange-traded fund
- Listed On
- NYSE Arca
- Listed Since
- December 3, 2024
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 17 institutions reported holding LODI, with 3.2 million shares worth $80.3 million in aggregate. The largest reported holder was Sun Life Financial, with 2.0 million shares worth $50.4 million. Of the 5 largest holders listed below, 1 opened a new position in LODI, 3 added shares and 1 held its position unchanged during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| Sun Life Financial | 2,000,000 | $50M | Unchanged |
| Lpl Financial | 580,532 | $15M | Added 61.86% |
| Spartan Wealth Advisory Services | 261,316 | $7M | Added 12.77% |
| Sanctuary Advisors | 74,508 | $2M | New position |
| Independent Financial Group | 54,007 | $1M | Added 189.32% |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is LODI?
AAM SLC Low Duration Income ETF (LODI) is an exchange-traded fund listed on NYSE Arca, where it has traded since December 3, 2024.
Who are the largest institutional holders of LODI?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of LODI were Sun Life Financial, Lpl Financial and Spartan Wealth Advisory Services.
How many institutions own LODI?
17 institutions reported a position in LODI for the quarter ended June 30, 2026, worth $80.3 million in total.
Did institutions buy or sell LODI last quarter?
Of the 5 largest reported holders, 1 opened a new position in LODI, 3 added shares and 1 held its position unchanged during the quarter. Every reported holder and its change is on the SentiSense ownership page for LODI.
Every reported institutional holder, plus insider and congressional trades in LODI, on SentiSense.