Institutional Ownership Global X Fds U S Pfd ETF (De) (PFFD)
This table provides information about the institutional ownership of Global X Fds U S Pfd ETF (De) (PFFD). We have compiled data on the 303 institutions that hold shares in the stock, with a total of 63.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.24 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
17,432
shares
|
$341,144
0.14% of portfolio
|
Q3 2023
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
17,322
shares
|
$338,991
0.01% of portfolio
|
Q4 2024
Reduced 40.69%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
17,317
shares
|
$338,893
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
17,202
shares
|
$336,643
0.03% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jan 14, 2025 Q4 2024 |
17,001
shares
|
$332,709
0.11% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
Entrewealth, LLC
Austin, TX |
Feb 10, 2025 Q4 2024 |
16,768
shares
|
$328,149
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
16,441
shares
|
$321,750
0.01% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
16,355
shares
|
$320,067
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
16,295
shares
|
$318,893
0.23% of portfolio
|
Q1 2024
Reduced 11.76%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Jan 31, 2025 Q4 2024 |
16,226
shares
|
$317,542
0.17% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
16,200
shares
|
$317,034
0.04% of portfolio
|
Q3 2024
Reduced 4.43%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
16,096
shares
|
$314,998
0.0% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
16,053
shares
|
$314,157
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
15,933
shares
|
$311,808
0.01% of portfolio
|
Q4 2024
Reduced 75.2%
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
15,826
shares
|
$309,714
0.07% of portfolio
|
Q4 2024
Reduced 16.94%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
15,818
shares
|
$309,558
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jan 23, 2025 Q4 2024 |
15,675
shares
|
$306,759
0.23% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
15,637
shares
|
$306,016
0.03% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Foresight Wealth Management, LLC
|
Feb 13, 2023 Q4 2022 |
15,056
shares
|
$294,645
4.18% of portfolio
|
Q4 2022
Reduced 90.13%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
14,810
shares
|
$289,831
0.07% of portfolio
|
Q2 2024
Added 2.67%
|
|
|
First Citizens Bank & Trust CO
|
Jan 21, 2025 Q4 2024 |
14,750
shares
|
$288,657
0.0% of portfolio
|
Q4 2024
Added 43.18%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
14,528
shares
|
$284,312
0.07% of portfolio
|
Q4 2024
Added 2.9%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jan 17, 2025 Q4 2024 |
14,521
shares
|
$284,175
0.17% of portfolio
|
Q4 2024
Reduced 18.91%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
14,216
shares
|
$278,207
0.06% of portfolio
|
Q4 2024
Added 15.86%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
14,024
shares
|
$274,449
0.0% of portfolio
|
Q3 2024
Added 4.35%
|