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 |
|---|---|---|---|---|---|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 06, 2024 Q2 2024 |
15,341
shares
|
$312,342
0.08% of portfolio
|
Q2 2024
Added 7.18%
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
15,189
shares
|
$309,248
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Financial Group
|
Aug 06, 2024 Q2 2024 |
15,162
shares
|
$308,698
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Foresight Wealth Management, LLC
|
Feb 13, 2023 Q4 2022 |
15,056
shares
|
$306,540
4.18% of portfolio
|
Q4 2022
Reduced 90.13%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2024 Q2 2024 |
14,930
shares
|
$303,974
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
14,810
shares
|
$301,531
0.07% of portfolio
|
Q2 2024
Added 2.67%
|
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
14,686
shares
|
$299,006
0.0% of portfolio
|
Q2 2024
Reduced 21.83%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Jul 29, 2024 Q2 2024 |
14,363
shares
|
$292,430
0.04% of portfolio
|
Q2 2023
Reduced 57.06%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
14,119
shares
|
$287,462
0.0% of portfolio
|
Q2 2024
Reduced 77.2%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jul 25, 2024 Q2 2024 |
13,500
shares
|
$274,860
0.12% of portfolio
|
Q2 2024
Added 20.62%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2024 Q2 2024 |
13,440
shares
|
$273,638
0.0% of portfolio
|
Q2 2024
Added 6.55%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
13,300
shares
|
$270,788
0.01% of portfolio
|
Q3 2024
Reduced 13.07%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 08, 2024 Q2 2024 |
13,228
shares
|
$269,322
0.0% of portfolio
|
Q2 2024
Reduced 15.34%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Aug 09, 2024 Q2 2024 |
13,202
shares
|
$268,792
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Alpha Cubed Investments, LLC
|
Oct 07, 2024 Q3 2024 |
12,841
shares
|
$261,442
0.01% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Oct 30, 2024 Q3 2024 |
12,571
shares
|
$255,945
0.12% of portfolio
|
Q3 2024
Reduced 16.9%
|
|
|
Running Point Capital Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
12,397
shares
|
$252,402
0.1% of portfolio
|
Q2 2024
Reduced 6.97%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Aug 13, 2024 Q2 2024 |
12,293
shares
|
$250,285
0.01% of portfolio
|
Q2 2024
Added 77.7%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Oct 04, 2024 Q3 2024 |
12,270
shares
|
$249,817
0.05% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
12,080
shares
|
$245,948
0.0% of portfolio
|
Q2 2024
Added 13.62%
|
|
|
Nbt Bank N A
|
Jul 30, 2024 Q2 2024 |
12,000
shares
|
$244,320
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
1900 Wealth Management LLC
|
Jul 26, 2024 Q2 2024 |
11,981
shares
|
$243,933
0.02% of portfolio
|
Q2 2024
Added 0.08%
|
|
|
My Legacy Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
11,928
shares
|
$242,854
0.1% of portfolio
|
Q3 2024
Reduced 61.28%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
11,140
shares
|
$226,810
0.03% of portfolio
|
Q2 2024
Reduced 1.27%
|
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
11,114
shares
|
$226,281
0.0% of portfolio
|
Q2 2024
Reduced 9.3%
|