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 318 institutions that hold shares in the stock, with a total of 65.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
19,088
shares
|
$365,344
0.01% of portfolio
|
Q3 2024
Reduced 29.79%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
19,064
shares
|
$364,884
0.0% of portfolio
|
Q2 2024
Reduced 5.88%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
18,109
shares
|
$346,606
0.02% of portfolio
|
Q4 2024
Added 2.85%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
17,955
shares
|
$343,658
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
17,723
shares
|
$339,218
0.05% of portfolio
|
Q2 2024
Added 5.05%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
17,432
shares
|
$333,648
0.14% of portfolio
|
Q3 2023
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Feb 13, 2025 Q4 2024 |
17,383
shares
|
$332,710
0.03% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
17,322
shares
|
$331,543
0.01% of portfolio
|
Q4 2024
Reduced 40.69%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
17,317
shares
|
$331,447
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
17,189
shares
|
$328,997
0.01% of portfolio
|
Q4 2024
Reduced 21.26%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jan 14, 2025 Q4 2024 |
17,001
shares
|
$325,399
0.11% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
Entrewealth, LLC
Austin, TX |
Feb 10, 2025 Q4 2024 |
16,768
shares
|
$320,939
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
16,441
shares
|
$314,680
0.01% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Feb 25, 2025 Q4 2024 |
16,407
shares
|
$314,029
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
16,355
shares
|
$313,034
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
16,295
shares
|
$311,886
0.23% of portfolio
|
Q1 2024
Reduced 11.76%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Jan 31, 2025 Q4 2024 |
16,226
shares
|
$310,565
0.17% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
16,096
shares
|
$308,077
0.0% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
16,053
shares
|
$307,254
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
15,933
shares
|
$304,957
0.01% of portfolio
|
Q4 2024
Reduced 75.2%
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
15,826
shares
|
$302,909
0.07% of portfolio
|
Q4 2024
Reduced 16.94%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
15,818
shares
|
$302,756
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jan 23, 2025 Q4 2024 |
15,675
shares
|
$300,019
0.23% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
15,637
shares
|
$299,292
0.03% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
15,345
shares
|
$293,703
0.03% of portfolio
|
Q4 2024
Reduced 5.28%
|