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 289 institutions that hold shares in the stock, with a total of 60.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.19 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
30,646
shares
|
$604,339
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
30,235
shares
|
$596,234
0.27% of portfolio
|
Q3 2024
Added 1.99%
|
|
|
Nelson Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
29,975
shares
|
$591,107
0.11% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 17, 2024 Q3 2024 |
29,519
shares
|
$582,114
0.08% of portfolio
|
Q3 2024
Added 28.66%
|
|
|
Activest Wealth Management
|
Nov 12, 2024 Q3 2024 |
29,432
shares
|
$580,399
0.22% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
29,204
shares
|
$575,902
0.02% of portfolio
|
Q3 2024
Added 22.89%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
28,065
shares
|
$553,441
0.0% of portfolio
|
Q3 2024
Reduced 12.56%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
27,769
shares
|
$547,604
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Oct 28, 2024 Q3 2024 |
27,564
shares
|
$543,562
0.13% of portfolio
|
Q3 2024
Added 8.37%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
26,714
shares
|
$526,800
0.02% of portfolio
|
Q3 2024
Reduced 2.84%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
26,707
shares
|
$526,662
0.04% of portfolio
|
Q3 2024
Reduced 6.62%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
26,440
shares
|
$521,396
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
26,400
shares
|
$520,607
0.16% of portfolio
|
Q4 2023
Reduced 2.22%
|
|
|
Integral Investment Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
26,308
shares
|
$518,793
0.15% of portfolio
|
Q3 2024
Added 8.95%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
26,100
shares
|
$514,691
0.04% of portfolio
|
Q2 2021
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
25,824
shares
|
$509,249
0.0% of portfolio
|
Q3 2024
Added 47.04%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
25,697
shares
|
$506,744
0.02% of portfolio
|
Q3 2024
Reduced 31.11%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
Nov 08, 2024 Q3 2024 |
25,677
shares
|
$506,350
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Madrona Financial Services, LLC
|
Jan 17, 2025 Q4 2024 |
24,944
shares
|
$491,895
0.14% of portfolio
|
Q4 2024
Reduced 4.21%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
23,877
shares
|
$470,854
0.03% of portfolio
|
Q3 2024
Added 4.13%
|
|
|
Firestone Capital Management
|
Nov 14, 2024 Q3 2024 |
23,140
shares
|
$456,320
0.12% of portfolio
|
Q3 2024
Reduced 34.68%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
22,455
shares
|
$442,812
0.04% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
22,227
shares
|
$438,316
0.04% of portfolio
|
Q3 2024
Added 20.54%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
21,874
shares
|
$431,355
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
21,829
shares
|
$430,467
0.02% of portfolio
|
Q3 2024
Reduced 5.46%
|