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

Global X U.S. Preferred ETF logo
$19.61 +0.04 (+0.18%)
As of 10:19 AM 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)
207
Total
Institutional Inflows
(last 12 months)
$505.14M
Number of
Institutional Sellers
(last 12 months)
131
Total
Institutional Outflows
(last 12 months)
$168.83M
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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
9/4/2025Osaic Holdings Inc.201,917$3.82M0.0%+56.2%0.167%
8/29/2025Evolution Wealth Management Inc.6,856$129K0.2%N/A0.006%
8/29/2025Centaurus Financial Inc.28,118$529K0.0%+7.6%0.023%
8/27/2025Barnes Wealth Management Group Inc26,643$502K0.3%+9.6%0.022%
8/22/2025TT Capital Management LLC28,500$533K0.2%N/A0.024%
8/19/2025Advisory Services Network LLC18,312$351K0.0%+9.6%0.015%
8/18/2025Geneos Wealth Management Inc.5,516$104K0.0%+117.0%0.005%
8/18/2025Kestra Investment Management LLC42,582$802K0.0%-23.6%0.035%
8/15/2025Blue Edge Capital LLC191,463$3.61M0.5%-2.0%0.159%
8/15/2025Smartleaf Asset Management LLC5,448$102K0.0%N/A0.005%
8/15/2025MML Investors Services LLC384,175$7.23M0.0%+26.0%0.319%
8/15/2025Modern Wealth Management LLC12,808$241K0.0%-97.7%0.011%
8/15/2025Great Valley Advisor Group Inc.137,438$2.59M0.1%+15.0%0.114%
8/15/2025BNP Paribas Financial Markets140,669$2.65M0.0%-57.3%0.117%
8/15/2025Bank of America Corp DE5,665,148$106.68M0.0%-11.5%4.698%
8/15/2025Ameriprise Financial Inc.813,408$15.19M0.0%+8.4%0.675%
8/14/2025Raymond James Financial Inc.994,780$18.73M0.0%-5.8%0.825%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.351,882$6.63M0.0%+9.9%0.292%
8/14/2025Objective Capital Management LLC32,626$614K0.7%N/A0.027%
8/14/2025Sei Investments Co.764,477$14.40M0.0%+31.7%0.634%
8/14/2025NewEdge Advisors LLC90,238$1.70M0.0%+9.3%0.075%
8/14/2025Qube Research & Technologies Ltd8,371$158K0.0%+40.5%0.007%
8/14/2025Acorn Wealth Advisors LLC30,627$577K0.2%-6.8%0.025%
8/14/2025Gerber Kawasaki Wealth & Investment Management146,108$2.75M0.1%+17.1%0.121%
8/14/2025Bank of Nova Scotia488,900$9.21M0.0%N/A0.405%
8/14/2025Cary Street Partners Financial LLC10,770$203K0.0%+7.7%0.009%
8/14/2025Cerity Partners LLC10,203$193K0.0%N/A0.008%
8/13/2025Rockport Wealth LLC147,555$2.78M0.6%+7.5%0.122%
8/13/2025Baird Financial Group Inc.234,527$4.42M0.0%+1.7%0.194%
8/13/2025Plan Group Financial LLC140,494$2.65M0.9%+107.3%0.117%
8/13/2025Millington Financial Advisors LLC25,928$495K0.3%+17.3%0.022%
8/13/2025Lido Advisors LLC1,537,167$28.95M0.1%+3.0%1.275%
8/13/2025WealthTrust Axiom LLC267,231$5.03M1.5%-1.9%0.222%
8/13/2025Quadrature Capital Ltd103,685$1.95M0.0%N/A0.086%
8/13/2025Scotia Capital Inc.15,537$293K0.0%+23.4%0.013%
8/13/2025Level Four Advisory Services LLC19,755$372K0.0%-12.8%0.016%
8/13/2025Northwestern Mutual Wealth Management Co.162,658$3.06M0.0%+14.6%0.135%
8/12/2025Financial Advocates Investment Management65,370$1.23M0.1%-21.2%0.054%
8/12/2025Steward Partners Investment Advisory LLC635,671$11.97M0.1%+5.4%0.527%
8/12/2025CreativeOne Wealth LLC87,061$1.64M0.0%+3.9%0.072%
8/12/2025Global Retirement Partners LLC153,749$2.90M0.1%N/A0.127%
8/12/2025Kohmann Bosshard Financial Services LLC27,757$523K0.1%-48.1%0.023%
8/12/2025MAI Capital Management301,958$5.69M0.0%-11.3%0.250%
8/12/2025JPMorgan Chase & Co.35,807$674K0.0%-8.4%0.030%
8/12/2025Howe & Rusling Inc.4,281$81K0.0%-43.0%0.004%
8/11/2025Alteri Wealth LLC47,906$902K0.3%+7.4%0.040%
8/11/2025Traub Capital Management LLC109,627$2.06M1.9%N/A0.091%
8/11/2025Inspire Advisors LLC32,027$603K0.1%-5.5%0.027%
8/11/2025Western Wealth Management LLC27,259$513K0.0%-21.1%0.023%
8/8/2025Firestone Capital Management19,559$368K0.1%-15.9%0.016%
8/8/2025Rockefeller Capital Management L.P.49,010$923K0.0%+1.4%0.041%
8/8/2025Collaborative Wealth Managment Inc.364,576$6.87M3.0%-12.1%0.303%
8/8/2025Cetera Investment Advisers1,072,979$20.20M0.0%+12.6%0.892%
8/8/2025Creative Planning1,027,036$19.34M0.0%-0.4%0.854%
8/8/2025Foundations Investment Advisors LLC15,605$294K0.0%N/A0.013%
8/8/2025Prospect Financial Services LLC56,135$1.06M0.6%-17.8%0.047%
8/8/2025L & S Advisors Inc67,161$1.27M0.1%+71.6%0.056%
8/8/2025Good Life Advisors LLC59,338$1.12M0.1%-22.4%0.049%
8/8/2025Austin Wealth Management LLC13,079$250K0.0%-40.2%0.011%
8/8/2025SBI Securities Co. Ltd.202,324$3.81M0.1%-31.8%0.168%
8/7/2025Nwam LLC49,542$945K0.1%+4.5%0.041%
8/7/2025Alpha Cubed Investments LLC38,923$733K0.0%+282.9%0.032%
8/6/2025Vestmark Advisory Solutions Inc.118,666$2.23M0.0%+149.6%0.099%
8/6/2025Texas Yale Capital Corp.263,229$4.96M0.2%-4.4%0.219%
8/6/2025Golden State Wealth Management LLC7,452$140K0.0%-13.6%0.006%
8/4/2025Creative Financial Designs Inc. ADV4,693$88K0.0%-10.6%0.004%
8/4/2025Savvy Advisors Inc.11,378$214K0.0%N/A0.009%
8/4/2025MeadowBrook Investment Advisors LLC8,080$152K0.1%-22.8%0.007%
8/4/2025Assetmark Inc.845,138$15.91M0.0%+4.1%0.703%
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%
7/31/2025Wealthfront Advisers LLC13,684$258K0.0%N/A0.011%
7/31/2025Perissos Private Wealth Management LLC72,192$1.36M1.1%-14.1%0.060%
7/31/2025Rational Advisors Inc.1,102,418$20.76M2.1%+0.8%0.916%
7/30/2025First Citizens Bank & Trust Co.23,735$447K0.0%+46.9%0.020%
7/30/2025Syntegra Private Wealth Group LLC42,106$793K0.1%+107.9%0.035%
7/30/2025First Interstate Bank121,662$2.29M0.1%N/A0.101%
7/30/2025WBH Advisory Inc.25,361$478K0.0%+75.5%0.021%
7/29/2025FLC Capital Advisors22,954$432K0.1%-53.3%0.019%
7/29/2025Unison Advisors LLC66,032$1.24M0.1%+5.8%0.055%
7/29/2025Stratos Wealth Partners LTD.137,491$2.59M0.0%-4.6%0.114%
7/29/2025Private Trust Co. NA29,932$564K0.1%-10.5%0.025%
7/29/2025Aire Advisors LLC332,235$6.26M1.2%-2.6%0.276%
7/28/2025Duncker Streett & Co. Inc.67,139$1.26M0.2%-2.6%0.056%
7/28/2025Mutual Advisors LLC74,383$1.42M0.0%-2.0%0.062%
7/28/2025Harbour Investments Inc.5,600$105K0.0%+718.7%0.005%
7/25/2025Envestnet Portfolio Solutions Inc.36,758$692K0.0%+16.4%0.031%
7/25/2025RHS Financial LLC45,567$858K0.5%-23.1%0.038%
7/25/2025CWM LLC1,345,912$25.34M0.1%+1.5%1.119%
7/25/2025Apollon Financial LLC80,463$1.52M0.3%-5.2%0.067%
7/25/2025Apollon Wealth Management LLC58,549$1.10M0.0%-16.4%0.049%
7/24/2025Robertson Stephens Wealth Management LLC232,944$4.39M0.1%+7.2%0.194%
7/24/2025IFP Advisors Inc14,377$271K0.0%-16.5%0.012%
7/24/2025Blair William & Co. IL2,728$51K0.0%+3,442.9%0.002%
7/23/2025Columbus Macro LLC554,683$10.45M1.3%+16.2%0.461%
7/23/2025Eagle Strategies LLC70,360$1.33M0.2%+28.2%0.058%
7/22/2025Appleton Partners Inc. MA214,421$4.04M0.3%-5.7%0.178%
7/22/2025Plimoth Trust Co. LLC65,205$1.23M0.3%+3.9%0.054%
7/22/2025Iron Horse Wealth Management LLC304,662$5.74M1.7%+1.5%0.253%
7/22/2025Wealthcare Advisory Partners LLC24,172$455K0.0%+13.9%0.020%
(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, 306 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), LPL Financial LLC ($108.07M), Bank of America Corp DE ($106.68M), 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 265 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), New York Life Investment Management LLC ($1.57M), Rational Advisors LLC ($1.55M), 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 26,243,543 shares in the last 24 months. This purchase volume represents approximately $505.14M in transactions.

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

Of the 131 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), Bank of America Corp DE ($738.95K), BNP Paribas Financial Markets ($669.58K), Modern Wealth Management LLC ($565.41K), KWB Wealth ($407.78K), and Rational Advisors LLC ($322.49K).

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

Institutional investors have sold a total of 8,806,944 shares in the last 24 months. This volume of shares sold represents approximately $168.83M in transactions.


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This page (NYSEARCA:PFFD) was last updated on 9/10/2025 by MarketBeat.com Staff
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