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 318 institutions that hold shares in the stock, with a total of 64.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prospect Financial Services LLC
Melville, NY |
Apr 11, 2025 Q1 2025 |
68,289
shares
|
$1.27 Million
0.72% of portfolio
|
Q1 2025
Added 20.98%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
67,948
shares
|
$1.26 Million
0.07% of portfolio
|
Q1 2025
Added 5.89%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
67,789
shares
|
$1.26 Million
0.47% of portfolio
|
Q1 2025
Added 317.78%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
66,182
shares
|
$1.23 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Feb 13, 2025 Q4 2024 |
65,822
shares
|
$1.22 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
64,860
shares
|
$1.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 33.62%
|
|
|
Plimoth Trust CO LLC
|
Apr 21, 2025 Q1 2025 |
62,775
shares
|
$1.16 Million
0.32% of portfolio
|
Q1 2025
Reduced 9.18%
|
|
|
Unison Advisors LLC
|
May 06, 2025 Q1 2025 |
62,383
shares
|
$1.16 Million
0.15% of portfolio
|
Q1 2025
Added 2.31%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
61,561
shares
|
$1.14 Million
0.09% of portfolio
|
Q3 2022
Added 3.04%
|
|
|
Accel Wealth Management
|
Apr 10, 2025 Q1 2025 |
60,842
shares
|
$1.13 Million
0.43% of portfolio
|
Q1 2025
Added 15.37%
|
|
|
Rhs Financial, LLC
|
Apr 17, 2025 Q1 2025 |
59,267
shares
|
$1.1 Million
0.65% of portfolio
|
Q1 2025
Reduced 28.65%
|
|
|
Bluefin Capital Management, LLC
New York, NY |
May 20, 2025 Q1 2025 |
58,906
shares
|
$1.09 Million
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
58,700
shares
|
$1.09 Million
0.13% of portfolio
|
Q4 2023
Added 43.64%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
55,766
shares
|
$1.03 Million
0.03% of portfolio
|
Q1 2025
Added 66.45%
|
|
|
Eagle Strategies LLC
New York, NY |
Apr 22, 2025 Q1 2025 |
54,872
shares
|
$1.02 Million
0.18% of portfolio
|
Q1 2025
Added 29.49%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
May 12, 2025 Q1 2025 |
53,474
shares
|
$991,942
0.12% of portfolio
|
Q1 2025
Reduced 8.41%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
49,728
shares
|
$922,454
0.0% of portfolio
|
Q1 2025
Added 51.04%
|
|
|
Flc Capital Advisors
|
May 05, 2025 Q1 2025 |
49,181
shares
|
$912,307
0.21% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
48,333
shares
|
$896,577
0.0% of portfolio
|
Q1 2025
Reduced 87.0%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
47,533
shares
|
$881,737
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
47,406
shares
|
$879,381
0.08% of portfolio
|
Q1 2025
Added 3.69%
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
45,266
shares
|
$839,684
0.13% of portfolio
|
Q3 2022
Added 1.35%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
May 07, 2025 Q1 2025 |
44,620
shares
|
$827,701
0.37% of portfolio
|
Q1 2025
Added 34.02%
|
|
|
True Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
43,362
shares
|
$804,365
0.33% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Triumph Capital Management
|
May 06, 2025 Q1 2025 |
41,999
shares
|
$779,081
0.29% of portfolio
|
Q1 2025
Added 5.51%
|