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 |
|---|---|---|---|---|---|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 16, 2025 Q3 2025 |
45,054
shares
|
$852,872
0.08% of portfolio
|
Q3 2025
Added 7.0%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
44,329
shares
|
$839,147
0.0% of portfolio
|
Q3 2025
Reduced 9.55%
|
|
|
Objective Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
43,107
shares
|
$816,015
0.92% of portfolio
|
Q3 2025
Added 32.12%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
42,480
shares
|
$804,146
0.02% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
40,893
shares
|
$774,104
0.01% of portfolio
|
Q3 2025
Reduced 26.51%
|
|
|
Accel Wealth Management
|
Oct 07, 2025 Q3 2025 |
40,189
shares
|
$760,777
0.24% of portfolio
|
Q3 2025
Reduced 13.71%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
40,149
shares
|
$760,020
0.04% of portfolio
|
Q2 2022
Added 0.2%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
40,000
shares
|
$757,200
0.03% of portfolio
|
Q1 2024
Reduced 0.36%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
39,571
shares
|
$749,079
0.05% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Alpha Cubed Investments, LLC
|
Nov 03, 2025 Q3 2025 |
38,001
shares
|
$719,358
0.03% of portfolio
|
Q3 2025
Reduced 2.37%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
37,601
shares
|
$711,786
0.0% of portfolio
|
Q2 2025
Added 6.94%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
36,474
shares
|
$690,452
0.0% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Nov 03, 2025 Q3 2025 |
36,333
shares
|
$687,783
0.45% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Integral Investment Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
35,842
shares
|
$678,489
0.19% of portfolio
|
Q3 2025
Reduced 4.8%
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
34,644
shares
|
$655,810
0.69% of portfolio
|
Q3 2023
Added 10.0%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
34,600
shares
|
$654,978
0.08% of portfolio
|
Q3 2025
Added 1.88%
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Jul 22, 2025 Q2 2025 |
33,958
shares
|
$642,824
0.53% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
True Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
33,153
shares
|
$627,586
0.22% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
32,920
shares
|
$623,175
0.01% of portfolio
|
Q3 2025
Added 43.63%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
32,837
shares
|
$621,604
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
31,576
shares
|
$597,733
0.01% of portfolio
|
Q3 2025
Added 23.98%
|
|
|
Nelson Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
31,091
shares
|
$588,552
0.07% of portfolio
|
Q3 2025
Added 25.92%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Oct 31, 2025 Q3 2025 |
30,651
shares
|
$580,223
0.2% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
30,510
shares
|
$577,554
0.03% of portfolio
|
Q3 2025
Added 8.51%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
29,932
shares
|
$566,612
0.05% of portfolio
|
Q2 2025
Reduced 10.55%
|
|