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 317 institutions that hold shares in the stock, with a total of 70 Million shares, which have been reported (via 13F filing form) to have a value of $1.34 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Orgel Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
6,963,093
shares
|
$133 Million
3.34% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
5,665,148
shares
|
$109 Million
0.01% of portfolio
|
Q2 2025
Reduced 11.54%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
4,472,337
shares
|
$85.7 Million
0.01% of portfolio
|
Q2 2025
Added 3.87%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
4,170,782
shares
|
$79.9 Million
0.03% of portfolio
|
Q2 2025
Reduced 26.52%
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Jul 11, 2025 Q2 2025 |
3,540,531
shares
|
$67.8 Million
6.76% of portfolio
|
Q2 2025
Added 11.58%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
2,751,174
shares
|
$52.7 Million
0.01% of portfolio
|
Q2 2025
Added 17.13%
|
|
|
New York Life Investment Management LLC
New York, NY |
Aug 01, 2025 Q2 2025 |
1,848,925
shares
|
$35.4 Million
0.34% of portfolio
|
Q2 2025
Added 562.41%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
1,642,627
shares
|
$31.5 Million
0.01% of portfolio
|
Q2 2025
Added 14.61%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
1,537,167
shares
|
$29.5 Million
0.11% of portfolio
|
Q2 2025
Added 3.02%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Aug 14, 2025 Q2 2025 |
1,396,074
shares
|
$26.7 Million
1.54% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
1,345,912
shares
|
$25.8 Million
0.09% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
State Of Wisconsin Board Of Commissioners Of Public Lands
Madison, WI |
Aug 11, 2025 Q2 2025 |
1,341,305
shares
|
$25.7 Million
16.23% of portfolio
|
Q2 2023
Added 1.18%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
1,240,179
shares
|
$23.8 Million
4.85% of portfolio
|
Q1 2024
Added 5.75%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
1,107,201
shares
|
$21.2 Million
0.03% of portfolio
|
Q3 2022
Reduced 64.3%
|
|
|
Rational Advisors LLC
Huntington, NY |
Jul 31, 2025 Q2 2025 |
1,102,418
shares
|
$21.1 Million
2.41% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
1,072,979
shares
|
$20.6 Million
0.04% of portfolio
|
Q2 2025
Added 12.57%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,071,466
shares
|
$20.5 Million
0.0% of portfolio
|
Q2 2025
Added 16.64%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
1,027,036
shares
|
$19.7 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
994,780
shares
|
$19.1 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.83%
|
|
|
Youngs Advisory Group, Inc.
|
Jul 16, 2025 Q2 2025 |
947,579
shares
|
$18.2 Million
6.8% of portfolio
|
Q2 2025
Reduced 2.08%
|
|
|
Fukoku Mutual Life Insurance CO
|
May 01, 2025 Q1 2025 |
919,000
shares
|
$17.6 Million
1.32% of portfolio
|
Q2 2021
Added 62.94%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
845,138
shares
|
$16.2 Million
0.04% of portfolio
|
Q2 2025
Added 4.08%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
813,408
shares
|
$15.6 Million
0.0% of portfolio
|
Q2 2025
Added 8.4%
|
|
|
Sei Investments CO
Oaks, PA |
Aug 14, 2025 Q2 2025 |
764,477
shares
|
$14.6 Million
0.02% of portfolio
|
Q2 2025
Added 31.67%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
736,177
shares
|
$14.1 Million
0.02% of portfolio
|
Q3 2024
Added 9.53%
|