§ EQUITY
USDLODI
AAM SLC LOW DURATION INC ETF
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
13 increased/new, 4 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| LPL Financial LLC | 359K | 0.0% | +21% |
| Spartan Wealth Advisory Services LLC | 232K | 0.5% | n/a |
| Grantvest Financial Group LLC | 46K | 0.8% | +14% |
| OSAIC HOLDINGS, INC. | 29K | 0.0% | +4% |
| ENVESTNET ASSET MANAGEMENT INC | 19K | 0.0% | −6% |
| INDEPENDENT FINANCIAL GROUP, LLC | 19K | n/a | n/a |
◇ AC INTELLIGENCE
Top institutional owners for LODI as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER100.0% · 13 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for LODI in the last 180 days.