AAM SLC Low Duration Income ETF (LODI) Ownership & Trading Activity
Institutional holders, insider transactions, and congressional trades for LODI. 13F holdings as of 2026-06-30.
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.
Top Institutional Holders
| Institution | Shares | Value | Change |
|---|---|---|---|
| Sun Life Financial | 2,000,000 | $50M | UNCHANGED |
| Lpl Financial | 580,532 | $15M | INCREASED |
| Spartan Wealth Advisory Services | 261,316 | $7M | INCREASED |
| Sanctuary Advisors | 74,508 | $2M | NEW |
| Independent Financial Group | 54,007 | $1M | INCREASED |
Full institutional holdings, insider history, and congressional trades for AAM SLC Low Duration Income ETF on SentiSense.