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 317 institutions that hold shares in the stock, with a total of 72.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.38 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Orgel Wealth Management, LLC
|
Oct 06, 2025 Q3 2025 |
7,026,957
shares
|
$133 Million
3.29% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
5,706,946
shares
|
$108 Million
0.01% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
4,455,671
shares
|
$84.3 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
4,183,286
shares
|
$79.2 Million
0.03% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Oct 15, 2025 Q3 2025 |
3,484,454
shares
|
$66 Million
5.86% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
2,691,173
shares
|
$50.9 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.18%
|
|
|
New York Life Investment Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
1,818,645
shares
|
$34.4 Million
0.33% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
1,567,444
shares
|
$29.7 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Fukoku Mutual Life Insurance CO
|
Nov 12, 2025 Q3 2025 |
1,551,000
shares
|
$29.4 Million
1.87% of portfolio
|
Q3 2025
Added 68.77%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
1,545,514
shares
|
$29.3 Million
0.1% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
1,413,810
shares
|
$26.8 Million
0.01% of portfolio
|
Q3 2025
Reduced 13.93%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
1,358,558
shares
|
$25.7 Million
0.08% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
State Of Wisconsin Board Of Commissioners Of Public Lands
Madison, WI |
Oct 30, 2025 Q3 2025 |
1,341,305
shares
|
$25.4 Million
16.61% of portfolio
|
Q2 2023
Added 1.18%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 14, 2025 Q3 2025 |
1,338,750
shares
|
$25.3 Million
1.46% of portfolio
|
Q3 2025
Reduced 4.11%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
1,240,179
shares
|
$23.5 Million
4.85% of portfolio
|
Q1 2024
Added 5.75%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
1,107,201
shares
|
$21 Million
0.03% of portfolio
|
Q3 2022
Reduced 64.3%
|
|
|
Flaharty Asset Management, LLC
|
Nov 04, 2025 Q3 2025 |
1,079,887
shares
|
$20.4 Million
2.88% of portfolio
|
Q2 2025
Reduced 3.35%
|
|
|
Rational Advisors LLC
Huntington, NY |
Nov 12, 2025 Q3 2025 |
1,069,210
shares
|
$20.2 Million
2.45% of portfolio
|
Q3 2025
Reduced 3.01%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
1,021,372
shares
|
$19.3 Million
0.01% of portfolio
|
Q3 2025
Added 2.67%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
1,020,176
shares
|
$19.3 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Youngs Advisory Group, Inc.
|
Oct 22, 2025 Q3 2025 |
959,626
shares
|
$18.2 Million
6.65% of portfolio
|
Q3 2025
Added 1.27%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 13, 2025 Q3 2025 |
922,126
shares
|
$17.5 Million
0.02% of portfolio
|
Q3 2025
Added 20.62%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
893,243
shares
|
$16.9 Million
0.0% of portfolio
|
Q3 2025
Added 9.81%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
889,208
shares
|
$16.8 Million
0.0% of portfolio
|
Q3 2025
Reduced 17.01%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
839,836
shares
|
$15.9 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.63%
|
|