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 |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Foresight Wealth Management, LLC
|
Feb 13, 2023 Q4 2022 |
15,056
shares
|
$288,171
4.18% of portfolio
|
Q4 2022
Reduced 90.13%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
14,810
shares
|
$283,463
0.07% of portfolio
|
Q2 2024
Added 2.67%
|
|
|
First Citizens Bank & Trust CO
|
Jan 21, 2025 Q4 2024 |
14,750
shares
|
$282,315
0.0% of portfolio
|
Q4 2024
Added 43.18%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
14,528
shares
|
$278,065
0.07% of portfolio
|
Q4 2024
Added 2.9%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jan 17, 2025 Q4 2024 |
14,521
shares
|
$277,931
0.17% of portfolio
|
Q4 2024
Reduced 18.91%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
14,216
shares
|
$272,094
0.06% of portfolio
|
Q4 2024
Added 15.86%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
13,954
shares
|
$267,079
0.01% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
13,437
shares
|
$257,184
0.01% of portfolio
|
Q4 2024
Reduced 21.68%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
13,433
shares
|
$257,107
0.03% of portfolio
|
Q4 2024
Reduced 22.91%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Jan 29, 2025 Q4 2024 |
13,160
shares
|
$251,882
0.1% of portfolio
|
Q4 2024
Added 3.22%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
13,121
shares
|
$251,135
0.0% of portfolio
|
Q4 2024
Added 17.8%
|
|
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
Feb 14, 2025 Q4 2024 |
13,112
shares
|
$250,963
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Scotia Capital Inc.
|
Feb 13, 2025 Q4 2024 |
12,590
shares
|
$240,972
0.0% of portfolio
|
Q4 2024
Added 6.16%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
12,212
shares
|
$233,737
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
12,175
shares
|
$233,029
0.0% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Feb 14, 2025 Q4 2024 |
12,000
shares
|
$229,680
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
12,000
shares
|
$229,680
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
1900 Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
12,000
shares
|
$229,680
0.02% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
My Legacy Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
11,830
shares
|
$226,426
0.09% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Feb 06, 2025 Q4 2024 |
11,634
shares
|
$222,674
0.01% of portfolio
|
Q4 2024
Added 7.71%
|
|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
11,600
shares
|
$222,024
0.02% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jan 15, 2025 Q4 2024 |
11,545
shares
|
$220,971
0.1% of portfolio
|
Q4 2024
Reduced 8.16%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
10,759
shares
|
$205,927
0.01% of portfolio
|
Q3 2020
Reduced 62.82%
|
|
|
American Investment Services, Inc.
|
Mar 03, 2025 Q4 2024 |
10,723
shares
|
$205,238
0.04% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
10,711
shares
|
$205,008
0.01% of portfolio
|
Q4 2024
New holding
|