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 |
|---|---|---|---|---|---|
|
Alteri Wealth LLC
Westlake Village, CA |
May 07, 2025 Q1 2025 |
44,620
shares
|
$839,748
0.37% of portfolio
|
Q1 2025
Added 34.02%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
43,636
shares
|
$821,229
0.27% of portfolio
|
Q2 2025
Added 3.9%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
40,149
shares
|
$755,604
0.04% of portfolio
|
Q2 2022
Added 0.2%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
40,000
shares
|
$752,800
0.03% of portfolio
|
Q1 2024
Reduced 0.36%
|
|
|
Essex Financial Services, Inc.
|
Apr 25, 2025 Q1 2025 |
39,671
shares
|
$746,608
0.06% of portfolio
|
Q2 2024
Added 2.59%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
May 09, 2025 Q1 2025 |
39,136
shares
|
$736,539
0.11% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
39,103
shares
|
$735,918
0.0% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
37,747
shares
|
$710,398
0.0% of portfolio
|
Q1 2025
Added 254.67%
|
|
|
Integral Investment Advisors, Inc.
|
Apr 15, 2025 Q1 2025 |
37,651
shares
|
$708,591
0.24% of portfolio
|
Q1 2025
Added 15.82%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Apr 16, 2025 Q1 2025 |
36,908
shares
|
$694,608
0.53% of portfolio
|
Q1 2025
Added 4.01%
|
|
|
Crew Capital Management, Ltd.
|
Apr 29, 2025 Q1 2025 |
35,793
shares
|
$673,624
0.62% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
35,161
shares
|
$661,730
0.0% of portfolio
|
Q1 2025
Added 5.47%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
May 13, 2025 Q1 2025 |
34,768
shares
|
$654,333
0.32% of portfolio
|
Q1 2025
Reduced 5.28%
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
34,644
shares
|
$652,000
0.69% of portfolio
|
Q3 2023
Added 10.0%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
34,536
shares
|
$649,967
0.04% of portfolio
|
Q1 2025
Added 22.97%
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Apr 16, 2025 Q1 2025 |
34,199
shares
|
$643,625
0.58% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
May 07, 2025 Q1 2025 |
33,902
shares
|
$638,035
0.08% of portfolio
|
Q1 2025
Added 10.49%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
33,462
shares
|
$629,754
0.07% of portfolio
|
Q1 2025
Reduced 9.11%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
32,941
shares
|
$619,949
0.22% of portfolio
|
Q2 2025
Reduced 24.03%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
32,850
shares
|
$618,237
0.28% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
31,571
shares
|
$594,166
0.0% of portfolio
|
Q1 2025
Added 3.68%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
29,643
shares
|
$557,881
0.16% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Meridian Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
29,000
shares
|
$545,780
0.1% of portfolio
|
Q1 2025
Added 3.57%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
27,597
shares
|
$519,375
0.0% of portfolio
|
Q1 2025
Reduced 3.81%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
26,358
shares
|
$496,057
0.16% of portfolio
|
Q1 2025
Added 3.72%
|