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 319 institutions that hold shares in the stock, with a total of 70.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.36 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
43,636
shares
|
$842,611
0.27% of portfolio
|
Q2 2025
Added 3.9%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
41,721
shares
|
$805,632
0.0% of portfolio
|
Q2 2025
Added 173.69%
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
40,893
shares
|
$789,643
0.01% of portfolio
|
Q3 2025
Reduced 26.51%
|
|
|
Accel Wealth Management
|
Oct 07, 2025 Q3 2025 |
40,189
shares
|
$776,049
0.24% of portfolio
|
Q3 2025
Reduced 13.71%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
40,149
shares
|
$775,277
0.04% of portfolio
|
Q2 2022
Added 0.2%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
40,000
shares
|
$772,400
0.03% of portfolio
|
Q1 2024
Reduced 0.36%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
39,671
shares
|
$766,047
0.05% of portfolio
|
Q2 2024
Added 2.59%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
39,103
shares
|
$755,078
0.0% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Alpha Cubed Investments, LLC
|
Aug 07, 2025 Q2 2025 |
38,923
shares
|
$751,603
0.03% of portfolio
|
Q2 2025
Added 282.87%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
37,601
shares
|
$726,075
0.0% of portfolio
|
Q2 2025
Added 6.94%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Aug 05, 2025 Q2 2025 |
36,908
shares
|
$712,693
0.48% of portfolio
|
Q1 2025
Added 4.01%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
36,758
shares
|
$709,796
0.0% of portfolio
|
Q2 2025
Added 16.43%
|
|
|
Integral Investment Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
35,842
shares
|
$692,109
0.19% of portfolio
|
Q3 2025
Reduced 4.8%
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
34,644
shares
|
$668,975
0.69% of portfolio
|
Q3 2023
Added 10.0%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Aug 11, 2025 Q2 2025 |
34,636
shares
|
$668,821
0.29% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
34,600
shares
|
$668,126
0.08% of portfolio
|
Q3 2025
Added 1.88%
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Jul 22, 2025 Q2 2025 |
33,958
shares
|
$655,728
0.53% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
True Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
33,153
shares
|
$640,184
0.22% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Objective Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
32,626
shares
|
$630,008
0.73% of portfolio
|
Q2 2025
New holding
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Aug 11, 2025 Q2 2025 |
32,027
shares
|
$618,441
0.07% of portfolio
|
Q2 2025
Reduced 5.53%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
31,576
shares
|
$609,732
0.01% of portfolio
|
Q3 2025
Added 23.98%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Aug 13, 2025 Q2 2025 |
30,627
shares
|
$591,407
0.23% of portfolio
|
Q2 2025
Reduced 6.77%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
29,932
shares
|
$577,986
0.05% of portfolio
|
Q2 2025
Reduced 10.55%
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
29,757
shares
|
$574,607
0.14% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Meridian Wealth Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
29,000
shares
|
$559,990
0.09% of portfolio
|
Q1 2025
Added 3.57%
|