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 276 institutions that hold shares in the stock, with a total of 59.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.23 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
6,189,058
shares
|
$127 Million
0.06% of portfolio
|
Q2 2024
Added 11.92%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
5,210,665
shares
|
$107 Million
0.01% of portfolio
|
Q2 2024
Added 16.89%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
4,804,103
shares
|
$98.8 Million
0.01% of portfolio
|
Q2 2024
Added 1.37%
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Oct 22, 2024 Q3 2024 |
2,699,498
shares
|
$55.5 Million
7.17% of portfolio
|
Q3 2024
Added 11.18%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
2,545,688
shares
|
$52.3 Million
0.01% of portfolio
|
Q2 2024
Reduced 53.56%
|
|
|
Orgel Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
2,233,236
shares
|
$45.9 Million
1.2% of portfolio
|
Q3 2024
Added 9.59%
|
|
|
State Of Wisconsin Board Of Commissioners Of Public Lands
Madison, WI |
Oct 15, 2024 Q3 2024 |
1,341,305
shares
|
$27.6 Million
17.04% of portfolio
|
Q2 2023
Added 1.18%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
1,302,363
shares
|
$26.8 Million
0.12% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
1,240,179
shares
|
$25.5 Million
4.85% of portfolio
|
Q1 2024
Added 5.75%
|
|
|
Rational Advisors LLC
Huntington, NY |
Oct 30, 2024 Q3 2024 |
1,214,485
shares
|
$25 Million
2.68% of portfolio
|
Q3 2024
Reduced 18.29%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
1,202,298
shares
|
$24.7 Million
0.01% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
1,192,082
shares
|
$24.5 Million
1.2% of portfolio
|
Q3 2024
Added 13.39%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
1,107,201
shares
|
$22.8 Million
0.03% of portfolio
|
Q3 2022
Reduced 64.3%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Aug 14, 2024 Q2 2024 |
1,059,788
shares
|
$21.8 Million
1.4% of portfolio
|
Q2 2024
Added 7.86%
|
|
|
Advisors Management Group Inc
|
Oct 31, 2024 Q3 2024 |
1,005,790
shares
|
$20.7 Million
4.94% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 14, 2024 Q2 2024 |
981,676
shares
|
$20.2 Million
0.11% of portfolio
|
Q2 2024
Reduced 4.78%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
945,370
shares
|
$19.4 Million
0.02% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
927,091
shares
|
$19.1 Million
2.83% of portfolio
|
Q3 2024
Reduced 2.84%
|
|
|
Fukoku Mutual Life Insurance CO
|
Nov 06, 2024 Q3 2024 |
919,000
shares
|
$18.9 Million
1.37% of portfolio
|
Q2 2021
Added 62.94%
|
|
|
Youngs Advisory Group, Inc.
|
Nov 07, 2024 Q3 2024 |
895,102
shares
|
$18.4 Million
7.72% of portfolio
|
Q3 2024
Added 2.78%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
894,497
shares
|
$18.4 Million
0.0% of portfolio
|
Q2 2024
Added 4.24%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
819,402
shares
|
$16.8 Million
0.05% of portfolio
|
Q3 2024
Reduced 3.41%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 06, 2024 Q2 2024 |
752,947
shares
|
$15.5 Million
0.0% of portfolio
|
Q1 2024
Reduced 9.81%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
736,177
shares
|
$15.1 Million
0.02% of portfolio
|
Q3 2024
Added 9.53%
|
|
|
Conning Inc.
|
Oct 29, 2024 Q3 2024 |
580,200
shares
|
$11.9 Million
0.42% of portfolio
|
Q4 2022
Reduced 25.16%
|