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 65.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.27 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
66,444
shares
|
$1.28 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Feb 14, 2025 Q4 2024 |
66,243
shares
|
$1.28 Million
0.6% of portfolio
|
Q4 2024
Added 3.05%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
65,946
shares
|
$1.27 Million
0.02% of portfolio
|
Q4 2024
Added 149.42%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Feb 13, 2025 Q4 2024 |
65,822
shares
|
$1.27 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
64,169
shares
|
$1.24 Million
0.07% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
61,561
shares
|
$1.19 Million
0.09% of portfolio
|
Q3 2022
Added 3.04%
|
|
|
Unison Advisors LLC
|
Feb 12, 2025 Q4 2024 |
60,973
shares
|
$1.18 Million
0.15% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
58,700
shares
|
$1.13 Million
0.13% of portfolio
|
Q4 2023
Added 43.64%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
58,385
shares
|
$1.13 Million
0.14% of portfolio
|
Q4 2024
Reduced 22.67%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Jan 22, 2025 Q4 2024 |
56,445
shares
|
$1.09 Million
0.6% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
55,959
shares
|
$1.08 Million
0.0% of portfolio
|
Q4 2024
Added 37.19%
|
|
|
Accel Wealth Management
|
Jan 21, 2025 Q4 2024 |
52,736
shares
|
$1.02 Million
0.4% of portfolio
|
Q4 2024
Added 8.66%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
49,916
shares
|
$963,877
0.07% of portfolio
|
Q4 2024
Added 9.86%
|
|
|
Flc Capital Advisors
|
Jan 16, 2025 Q4 2024 |
49,131
shares
|
$948,719
0.22% of portfolio
|
Q4 2024
Added 36.63%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
46,275
shares
|
$893,570
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
45,720
shares
|
$882,853
0.06% of portfolio
|
Q4 2024
Added 116.11%
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
45,266
shares
|
$874,086
0.13% of portfolio
|
Q3 2022
Added 1.35%
|
|
|
Fortis Capital Management LLC
|
Feb 11, 2025 Q4 2024 |
45,075
shares
|
$870,398
0.16% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
44,005
shares
|
$849,736
0.33% of portfolio
|
Q4 2024
Reduced 7.53%
|
|
|
Eagle Strategies LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
42,374
shares
|
$818,241
0.14% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
42,067
shares
|
$812,313
0.0% of portfolio
|
Q4 2024
Added 55.44%
|
|
|
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%
|
|
|
Triumph Capital Management
|
Feb 14, 2025 Q4 2024 |
39,807
shares
|
$768,673
0.29% of portfolio
|
Q4 2024
Reduced 5.19%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Feb 14, 2025 Q4 2024 |
39,807
shares
|
$768,673
0.29% of portfolio
|
Q4 2024
New holding
|