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 322 institutions that hold shares in the stock, with a total of 71.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New York Life Investment Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
279,120
shares
|
$5.25 Million
0.06% of portfolio
|
Q1 2025
Added 38.58%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
277,964
shares
|
$5.23 Million
0.34% of portfolio
|
Q1 2025
Added 4.66%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
May 07, 2025 Q1 2025 |
275,259
shares
|
$5.18 Million
0.22% of portfolio
|
Q1 2025
Added 8.73%
|
|
|
Wealth Trust Axiom LLC
|
May 14, 2025 Q1 2025 |
272,387
shares
|
$5.13 Million
1.62% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
Sws Partners
|
May 27, 2025 Q1 2025 |
249,210
shares
|
$4.69 Million
1.64% of portfolio
|
Q1 2025
Added 10.74%
|
|
|
Integras Partners LLC
Alpharetta, GA |
May 14, 2025 Q1 2025 |
236,650
shares
|
$4.45 Million
4.07% of portfolio
|
Q1 2025
Reduced 11.94%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
230,583
shares
|
$4.34 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Appleton Partners Inc
|
Apr 22, 2025 Q1 2025 |
227,429
shares
|
$4.28 Million
0.33% of portfolio
|
Q1 2025
Added 4.26%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
217,270
shares
|
$4.09 Million
0.15% of portfolio
|
Q1 2025
Reduced 3.61%
|
|
|
Leicht Financial Planning & Wealth Management, Inc.
|
Apr 11, 2025 Q1 2025 |
212,644
shares
|
$4 Million
2.13% of portfolio
|
Q1 2025
Added 6.45%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
210,307
shares
|
$3.96 Million
0.01% of portfolio
|
Q1 2025
Reduced 15.78%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
199,427
shares
|
$3.75 Million
0.59% of portfolio
|
Q2 2023
Added 1.47%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
May 13, 2025 Q1 2025 |
195,361
shares
|
$3.68 Million
0.62% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
169,861
shares
|
$3.2 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
160,341
shares
|
$3.02 Million
0.51% of portfolio
|
Q2 2023
Reduced 0.83%
|
|
|
Fifth Third Securities, Inc.
|
May 01, 2025 Q1 2025 |
159,840
shares
|
$3.01 Million
0.26% of portfolio
|
Q1 2025
Added 10.26%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
155,630
shares
|
$2.93 Million
0.01% of portfolio
|
Q1 2025
Reduced 8.19%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
155,471
shares
|
$2.93 Million
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
153,598
shares
|
$2.89 Million
0.0% of portfolio
|
Q1 2025
Added 1157.76%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
144,173
shares
|
$2.71 Million
0.04% of portfolio
|
Q1 2025
Added 6.43%
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
142,813
shares
|
$2.69 Million
2.31% of portfolio
|
Q1 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
141,924
shares
|
$2.67 Million
0.0% of portfolio
|
Q1 2025
Added 153.62%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
May 15, 2025 Q1 2025 |
137,221
shares
|
$2.58 Million
0.92% of portfolio
|
Q1 2025
Added 63.52%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
May 01, 2025 Q1 2025 |
132,001
shares
|
$2.48 Million
1.6% of portfolio
|
Q1 2025
Reduced 32.69%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
129,257
shares
|
$2.43 Million
0.01% of portfolio
|
Q4 2024
Added 21.14%
|