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 277 institutions that hold shares in the stock, with a total of 59.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.22 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gsb Wealth Management, LLC
|
Oct 25, 2024 Q3 2024 |
229,288
shares
|
$4.67 Million
1.23% of portfolio
|
Q3 2024
Added 5.66%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
212,046
shares
|
$4.32 Million
0.01% of portfolio
|
Q2 2024
Reduced 63.32%
|
|
|
Appleton Partners Inc
|
Oct 01, 2024 Q3 2024 |
207,967
shares
|
$4.23 Million
0.32% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Leicht Financial Planning & Wealth Management, Inc.
|
Oct 16, 2024 Q3 2024 |
200,712
shares
|
$4.09 Million
2.1% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
199,427
shares
|
$4.06 Million
0.59% of portfolio
|
Q2 2023
Added 1.47%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Aug 07, 2024 Q2 2024 |
197,971
shares
|
$4.03 Million
0.67% of portfolio
|
Q2 2024
Added 2.56%
|
|
|
New York Life Investment Management LLC
New York, NY |
Aug 05, 2024 Q2 2024 |
180,920
shares
|
$3.68 Million
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Sws Partners
|
Oct 15, 2024 Q3 2024 |
180,133
shares
|
$3.67 Million
1.21% of portfolio
|
Q3 2024
Reduced 5.67%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
180,100
shares
|
$3.67 Million
0.08% of portfolio
|
Q3 2024
Added 3.38%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
175,975
shares
|
$3.58 Million
0.01% of portfolio
|
Q2 2024
Added 26.18%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
160,341
shares
|
$3.26 Million
0.51% of portfolio
|
Q2 2023
Reduced 0.83%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
146,731
shares
|
$2.99 Million
0.01% of portfolio
|
Q2 2024
Reduced 26.3%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
136,349
shares
|
$2.78 Million
0.0% of portfolio
|
Q2 2024
Added 50.11%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
129,806
shares
|
$2.64 Million
0.01% of portfolio
|
Q3 2024
Added 6.41%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
122,274
shares
|
$2.49 Million
0.0% of portfolio
|
Q3 2024
Reduced 15.44%
|
|
|
Cibc World Markets Corp
New York, NY |
Aug 12, 2024 Q2 2024 |
121,938
shares
|
$2.48 Million
0.02% of portfolio
|
Q2 2024
Added 3.46%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
121,870
shares
|
$2.48 Million
0.04% of portfolio
|
Q3 2024
Reduced 9.15%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 07, 2024 Q2 2024 |
116,000
shares
|
$2.36 Million
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Columbus Macro, LLC
|
Oct 18, 2024 Q3 2024 |
111,911
shares
|
$2.28 Million
0.85% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2024 Q2 2024 |
108,213
shares
|
$2.2 Million
0.11% of portfolio
|
Q2 2024
Reduced 6.87%
|
|
|
Rhs Financial, LLC
|
Oct 31, 2024 Q3 2024 |
101,958
shares
|
$2.08 Million
1.1% of portfolio
|
Q3 2024
Added 59.97%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 14, 2024 Q2 2024 |
101,316
shares
|
$2.06 Million
0.1% of portfolio
|
Q2 2024
Reduced 7.03%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
98,439
shares
|
$2 Million
0.15% of portfolio
|
Q3 2024
Added 11.31%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Aug 09, 2024 Q2 2024 |
93,688
shares
|
$1.91 Million
1.65% of portfolio
|
Q2 2024
Added 29.45%
|
|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
91,876
shares
|
$1.87 Million
0.18% of portfolio
|
Q3 2024
Added 10.99%
|