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 |
|---|---|---|---|---|---|
|
Activest Wealth Management
|
Jul 30, 2024 Q2 2024 |
29,326
shares
|
$597,077
0.2% of portfolio
|
Q2 2024
Reduced 4.2%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
29,204
shares
|
$594,593
0.02% of portfolio
|
Q3 2024
Added 22.89%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Jul 30, 2024 Q2 2024 |
29,030
shares
|
$591,050
0.29% of portfolio
|
Q2 2024
Reduced 0.43%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
27,769
shares
|
$565,376
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Oct 28, 2024 Q3 2024 |
27,564
shares
|
$561,203
0.13% of portfolio
|
Q3 2024
Added 8.37%
|
|
|
Amg National Trust Bank
|
Jul 25, 2024 Q2 2024 |
27,188
shares
|
$553,547
0.01% of portfolio
|
Q2 2024
Added 17.76%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
27,063
shares
|
$551,002
0.0% of portfolio
|
Q3 2024
Added 10.97%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
26,714
shares
|
$543,897
0.02% of portfolio
|
Q3 2024
Reduced 2.84%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
26,707
shares
|
$543,754
0.04% of portfolio
|
Q3 2024
Reduced 6.62%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
26,400
shares
|
$537,504
0.16% of portfolio
|
Q4 2023
Reduced 2.22%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Aug 14, 2024 Q2 2024 |
26,100
shares
|
$531,396
0.04% of portfolio
|
Q2 2021
New holding
|
|
|
Madrona Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
26,040
shares
|
$530,174
0.16% of portfolio
|
Q2 2024
Added 19.66%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
25,824
shares
|
$525,776
0.0% of portfolio
|
Q3 2024
Added 47.04%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
25,697
shares
|
$523,190
0.02% of portfolio
|
Q3 2024
Reduced 31.11%
|
|
|
Integral Investment Advisors, Inc.
|
Jul 30, 2024 Q2 2024 |
24,147
shares
|
$491,632
0.18% of portfolio
|
Q2 2024
Reduced 22.33%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 12, 2024 Q2 2024 |
23,090
shares
|
$470,112
0.02% of portfolio
|
Q2 2024
Added 0.98%
|
|
|
Centaurus Financial, Inc.
|
Sep 20, 2024 Q2 2024 |
22,930
shares
|
$466,854
0.03% of portfolio
|
Q2 2024
Reduced 0.66%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Aug 13, 2024 Q2 2024 |
22,916
shares
|
$466,569
0.04% of portfolio
|
Q2 2024
Reduced 7.33%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
22,227
shares
|
$452,541
0.04% of portfolio
|
Q3 2024
Added 20.54%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
21,874
shares
|
$445,354
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
21,611
shares
|
$439,999
0.01% of portfolio
|
Q3 2023
Reduced 2.56%
|
|
|
Meridian Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
21,500
shares
|
$437,740
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Rvw Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
20,803
shares
|
$423,549
0.04% of portfolio
|
Q3 2024
Reduced 4.26%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
20,769
shares
|
$422,856
0.03% of portfolio
|
Q3 2024
Added 18.46%
|
|
|
Advisory Services Network, LLC
|
Aug 13, 2024 Q2 2024 |
20,482
shares
|
$417,013
0.01% of portfolio
|
Q2 2024
Reduced 4.61%
|