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 |
|---|---|---|---|---|---|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
19,679
shares
|
$380,001
0.01% of portfolio
|
Q4 2024
Added 12.06%
|
|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
19,088
shares
|
$368,589
0.01% of portfolio
|
Q3 2024
Reduced 29.79%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
19,064
shares
|
$368,125
0.0% of portfolio
|
Q2 2024
Reduced 5.88%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
18,109
shares
|
$349,684
0.02% of portfolio
|
Q4 2024
Added 2.85%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
17,955
shares
|
$346,711
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
17,723
shares
|
$342,231
0.05% of portfolio
|
Q2 2024
Added 5.05%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
17,432
shares
|
$336,611
0.14% of portfolio
|
Q3 2023
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Feb 13, 2025 Q4 2024 |
17,383
shares
|
$335,665
0.03% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
17,322
shares
|
$334,487
0.01% of portfolio
|
Q4 2024
Reduced 40.69%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
17,317
shares
|
$334,391
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
17,189
shares
|
$331,919
0.01% of portfolio
|
Q4 2024
Reduced 21.26%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jan 14, 2025 Q4 2024 |
17,001
shares
|
$328,289
0.11% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
Entrewealth, LLC
Austin, TX |
Feb 10, 2025 Q4 2024 |
16,768
shares
|
$323,790
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
16,441
shares
|
$317,475
0.01% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Feb 25, 2025 Q4 2024 |
16,407
shares
|
$316,819
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
16,355
shares
|
$315,815
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
16,295
shares
|
$314,656
0.23% of portfolio
|
Q1 2024
Reduced 11.76%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Jan 31, 2025 Q4 2024 |
16,226
shares
|
$313,324
0.17% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
16,096
shares
|
$310,813
0.0% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
16,053
shares
|
$309,983
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
15,933
shares
|
$307,666
0.01% of portfolio
|
Q4 2024
Reduced 75.2%
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
15,826
shares
|
$305,600
0.07% of portfolio
|
Q4 2024
Reduced 16.94%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
15,818
shares
|
$305,445
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jan 23, 2025 Q4 2024 |
15,675
shares
|
$302,684
0.23% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
15,637
shares
|
$301,950
0.03% of portfolio
|
Q4 2024
Added 1.52%
|