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AAM S&P 500 High Dividend Value ETF

35 hedge funds and large institutions have $37.8M invested in AAM S&P 500 High Dividend Value ETF in 2026 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
35
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$8.85M
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$6.6M
LPL Financial
3
LPL Financial
California
$6.3M
WWM
4
Western Wealth Management
Colorado
$3.29M
Raymond James Financial
5
Raymond James Financial
Florida
$1.69M
ACP
6
Aviance Capital Partners
Florida
$1.22M
Stifel Financial
7
Stifel Financial
Missouri
$1.11M
AAS
8
Ameritas Advisory Services
Nebraska
$1.1M
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.09M
CAPTRUST Financial Advisors
10
CAPTRUST Financial Advisors
North Carolina
$823K
KCFA
11
Key Client Fiduciary Advisors
New Jersey
$620K
PAG
12
Private Advisor Group
New Jersey
$479K
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$466K
HighTower Advisors
14
HighTower Advisors
Illinois
$445K
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$398K
SSWM
16
Strait & Sound Wealth Management
California
$387K
LNWTC
17
Laird Norton Wetherby Trust Company
Washington
$373K
BAAM
18
Baker Avenue Asset Management
California
$372K
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$346K
PI
20
PFG Investments
New York
$309K
KPWS
21
Kestra Private Wealth Services
Texas
$306K
SWP
22
Stratos Wealth Partners
Ohio
$266K
Morgan Stanley
23
Morgan Stanley
New York
$247K
KAS
24
Kestra Advisory Services
Texas
$241K
NA
25
NewEdge Advisors
Louisiana
$174K