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Global X U.S. Preferred ETF (PFFD) Institutional Ownership

Global X U.S. Preferred ETF logo
$19.03 -0.12 (-0.63%)
Closing price 08/1/2025 04:10 PM Eastern
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$18.94 -0.09 (-0.47%)
As of 08/1/2025 05:31 PM Eastern
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Institutional Ownership Changes (13F Filings) for Global X U.S. Preferred ETF (NYSEARCA:PFFD)

Number of
Institutional Buyers
(last 12 months)
193
Total
Institutional Inflows
(last 12 months)
$510.53M
Number of
Institutional Sellers
(last 12 months)
113
Total
Institutional Outflows
(last 12 months)
$134.28M
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PFFD Institutional Buying and Selling by Quarter

Global X U.S. Preferred ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/1/2025New York Life Investment Management LLC1,848,925$34.82M0.3%+562.4%1.537%
8/1/2025Envestnet Asset Management Inc.1,642,627$30.93M0.0%+14.6%1.365%
7/31/2025 Wealthfront Advisers LLC13,684$258K0.0%N/A0.011%
7/31/2025 Perissos Private Wealth Management LLC72,192$1.36M1.1%-14.1%0.060%
7/31/2025 Rational Advisors Inc.1,102,418$20.76M2.1%+0.8%0.916%
7/30/2025 First Citizens Bank & Trust Co.23,735$447K0.0%+46.9%0.020%
7/30/2025 Syntegra Private Wealth Group LLC42,106$793K0.1%+107.9%0.035%
7/30/2025 First Interstate Bank121,662$2.29M0.1%N/A0.101%
7/30/2025 WBH Advisory Inc.25,361$478K0.0%+75.5%0.021%
7/29/2025 FLC Capital Advisors22,954$432K0.1%-53.3%0.019%
7/29/2025 Unison Advisors LLC66,032$1.24M0.1%+5.8%0.055%
7/29/2025 Stratos Wealth Partners LTD.137,491$2.59M0.0%-4.6%0.114%
7/29/2025 Private Trust Co. NA29,932$564K0.1%-10.5%0.025%
7/29/2025 Aire Advisors LLC332,235$6.26M1.2%-2.6%0.276%
7/28/2025 Duncker Streett & Co. Inc.67,139$1.26M0.2%-2.6%0.056%
7/28/2025 Mutual Advisors LLC74,383$1.42M0.0%-2.0%0.062%
7/28/2025 Harbour Investments Inc.5,600$105K0.0%+718.7%0.005%
7/25/2025 Envestnet Portfolio Solutions Inc.36,758$692K0.0%+16.4%0.031%
7/25/2025 RHS Financial LLC45,567$858K0.5%-23.1%0.038%
7/25/2025 CWM LLC1,345,912$25.34M0.1%+1.5%1.119%
7/25/2025 Apollon Financial LLC80,463$1.52M0.3%-5.2%0.067%
7/25/2025 Apollon Wealth Management LLC58,549$1.10M0.0%-16.4%0.049%
7/24/2025 Robertson Stephens Wealth Management LLC232,944$4.39M0.1%+7.2%0.194%
7/24/2025 IFP Advisors Inc14,377$271K0.0%-16.5%0.012%
7/24/2025 Blair William & Co. IL2,728$51K0.0%+3,442.9%0.002%
7/23/2025 Columbus Macro LLC554,683$10.45M1.3%+16.2%0.461%
7/23/2025 Eagle Strategies LLC70,360$1.33M0.2%+28.2%0.058%
7/22/2025 Appleton Partners Inc. MA214,421$4.04M0.3%-5.7%0.178%
7/22/2025 Plimoth Trust Co. LLC65,205$1.23M0.3%+3.9%0.054%
7/22/2025 Iron Horse Wealth Management LLC304,662$5.74M1.7%+1.5%0.253%
7/22/2025 Wealthcare Advisory Partners LLC24,172$455K0.0%+13.9%0.020%
7/22/2025 Accel Wealth Management46,577$877K0.3%-23.4%0.039%
7/21/2025 Future Financial Wealth Managment LLC3,305$62K0.0%-46.7%0.003%
7/21/2025 Ameritas Advisory Services LLC7,901$149K0.0%N/A0.007%
7/21/2025 Crews Bank & Trust125,380$2.36M0.4%+7.2%0.104%
7/21/2025 Trinity Legacy Partners LLC444,869$8.45M2.1%-0.4%0.370%
7/18/2025 Naples Global Advisors LLC458,365$8.63M0.7%+6.9%0.381%
7/18/2025 Madrona Financial Services LLC28,149$530K0.1%+8.2%0.023%
7/17/2025 Janney Montgomery Scott LLC48,196$908K0.0%-3.1%0.040%
7/17/2025 Fifth Third Securities Inc.170,221$3.21M0.2%+6.5%0.141%
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7/17/2025 SWS Partners265,414$5.00M1.3%+6.5%0.220%
7/17/2025 Prepared Retirement Institute LLC118,938$2.24M1.3%-9.9%0.099%
7/17/2025 Sound Income Strategies LLC274,715$5.17M0.3%-1.2%0.228%
7/17/2025 KWB Wealth13,864$264K0.0%-96.4%0.012%
7/17/2025 Tiller Private Wealth Inc.947,579$17.84M6.8%-2.1%0.787%
7/17/2025 David Kennon Inc229,687$4.33M1.6%-45.5%0.191%
7/16/2025 Prairiewood Capital LLC361,425$6.81M2.5%+6.7%0.300%
7/16/2025 Advisors Management Group Inc. ADV15,500$292K0.1%-7.8%0.013%
7/15/2025 Oxinas Partners Wealth Management LLC10,653$201K0.1%-9.7%0.009%
7/15/2025 Fortitude Family Office LLC3,544$67K0.0%N/A0.003%
7/15/2025 GSB Wealth Management LLC135,355$2.55M0.6%+16.5%0.112%
7/14/2025 Lewis Asset Management LLC14,843$279K0.1%-3.6%0.012%
7/14/2025 Park Avenue Securities LLC461,058$8.68M0.1%+5.5%0.383%
7/14/2025 Sowell Financial Services LLC14,449$272K0.0%+7.5%0.012%
7/11/2025 Farther Finance Advisors LLC21,195$399K0.0%+179.1%0.018%
7/11/2025 Global X Japan Co. Ltd.3,540,531$66.67M6.8%+11.6%2.940%
7/10/2025 Orgel Wealth Management LLC6,963,093$131.12M3.2%N/A5.783%
7/10/2025 AHL Investment Management Inc.417,733$7.87M5.2%-0.4%0.347%
7/10/2025 Wealth Enhancement Advisory Services LLC16,652$317K0.0%-34.6%0.014%
7/9/2025 Channel Wealth LLC10,453$197K0.1%-31.9%0.009%
7/9/2025 Triumph Capital Management43,636$822K0.2%+3.9%0.036%
7/8/2025 FF Advisors LLC82,891$1.56M0.8%+5.4%0.069%
7/8/2025 Apella Capital LLC66,502$1.26M0.0%N/A0.055%
7/8/2025 Adams Asset Advisors LLC49,806$938K0.1%N/A0.041%
7/7/2025 Investors Research Corp74,370$1.40M0.3%-1.2%0.062%
7/3/2025 TrueWealth Advisors LLC32,941$620K0.2%-24.0%0.027%
7/3/2025 Collective Family Office LLC486,072$9.15M2.4%-3.2%0.403%
6/27/2025Goldman Sachs Group Inc.153,598$2.93M0.0%+1,157.8%0.127%
6/17/2025Howe & Rusling Inc.7,508$143K0.0%+44.2%0.006%
6/2/2025Modern Wealth Management LLC557,594$10.62M0.3%-3.6%0.454%
5/28/2025Anderson Financial Strategies LLC2,422$46K0.0%N/A0.002%
5/27/2025Advisors Capital Management LLC68,582$1.31M0.0%+4.2%0.056%
5/27/2025 SWS Partners249,210$4.75M1.5%+10.7%0.203%
5/21/2025Bluefin Capital Management LLC58,906$1.12M0.8%N/A0.048%
5/20/2025Focus Partners Wealth239,457$4.56M0.0%-14.4%0.195%
5/20/2025Flaharty Asset Management LLC1,003,503$19.11M2.8%+8.2%0.816%
5/16/2025Goldman Sachs Group Inc.153,598$2.93M0.0%+1,157.8%0.125%
5/16/2025Kestra Investment Management LLC55,766$1.06M0.0%+66.4%0.045%
5/16/2025Rockport Wealth LLC137,221$2.61M0.9%+63.5%0.112%
5/16/2025NewEdge Advisors LLC82,567$1.57M0.0%-7.3%0.067%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.320,163$6.10M0.0%-0.9%0.260%
5/15/2025Royal Bank of Canada717,579$13.66M0.0%+5.4%0.584%
5/15/2025MAI Capital Management340,532$6.48M0.0%+53.8%0.277%
5/15/2025Baird Financial Group Inc.230,583$4.39M0.0%-0.5%0.188%
5/15/2025Gerber Kawasaki Wealth & Investment Management124,773$2.38M0.1%+5.9%0.102%
5/14/2025Note Advisors LLC120,227$2.29M1.9%+9.4%0.098%
5/14/2025WCG Wealth Advisors LLC20,435$389K0.0%-6.4%0.017%
5/14/2025WealthTrust Axiom LLC272,387$5.19M1.6%+1.1%0.222%
5/14/2025Full Sail Capital LLC1,426,866$27.17M1.8%+4.3%1.161%
5/14/2025 Freedom Investment Management Inc.12,525$238K0.0%-44.2%0.010%
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5/14/2025Northwestern Mutual Wealth Management Co.141,924$2.70M0.0%+153.6%0.115%
5/14/2025 Trinity Legacy Partners LLC446,546$8.41M2.1%+25.3%0.363%
5/14/2025Kestra Advisory Services LLC315,721$6.01M0.0%+17.4%0.257%
5/14/2025Barnes Wealth Management Group Inc24,320$463K0.3%+11.5%0.020%
5/14/2025Integras Partners LLC236,650$4.51M4.1%-11.9%0.193%
5/14/2025Cornerstone Select Advisors LLC12,049$229K0.2%-8.1%0.010%
5/13/2025Blue Edge Capital LLC195,361$3.72M0.6%-0.6%0.159%
5/13/2025Steward Partners Investment Advisory LLC603,090$11.48M0.1%+8.0%0.490%
5/13/2025Intrepid Financial Planning Group LLC34,768$662K0.3%-5.3%0.028%
5/13/2025Raymond James Financial Inc.1,056,338$20.11M0.0%+5.5%0.858%
(Data available from 1/1/2016 forward)

PFFD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PFFD shares?

During the previous two years, 299 institutional investors and hedge funds held shares of Global X U.S. Preferred ETF. The most heavily invested institutionals were Orgel Wealth Management LLC ($131.12M), Bank of America Corp DE ($120.51M), LPL Financial LLC ($108.07M), Global X Japan Co. Ltd. ($66.67M), Wells Fargo & Company MN ($46.91M), New York Life Investment Management LLC ($34.82M), and Envestnet Asset Management Inc. ($30.93M).Learn more on Global X U.S. Preferred ETF's institutional investors.

Which institutional investors have been buying Global X U.S. Preferred ETF's stock?

Of the 259 institutional investors that purchased Global X U.S. Preferred ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Orgel Wealth Management LLC ($7.47M), LPL Financial LLC ($2.81M), Raymond James Financial Inc. ($2.06M), Rational Advisors LLC ($1.71M), New York Life Investment Management LLC ($1.57M), Global X Japan Co. Ltd. ($1.44M), and Hennion & Walsh Asset Management Inc. ($1.13M).

How much institutional buying is happening at Global X U.S. Preferred ETF?

Institutional investors have bought a total of 26,433,653 shares in the last 24 months. This purchase volume represents approximately $510.53M in transactions.

Which of Global X U.S. Preferred ETF's major shareholders have been selling company stock?

Of the 113 institutional investors that sold Global X U.S. Preferred ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: LPL Financial LLC ($2.53M), Advisors Management Group Inc. ADV ($1.03M), BNP Paribas Financial Markets ($481.06K), KWB Wealth ($407.78K), Rational Advisors LLC ($322.49K), David Kennon Inc ($191.73K), and Iron Horse Wealth Management LLC ($143.15K).

How much institutional selling is happening at Global X U.S. Preferred ETF?

Institutional investors have sold a total of 6,970,827 shares in the last 24 months. This volume of shares sold represents approximately $134.28M in transactions.


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This page (NYSEARCA:PFFD) was last updated on 8/2/2025 by MarketBeat.com Staff
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