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

Global X U.S. Preferred ETF logo
$18.39 +0.15 (+0.82%)
Closing price 04/17/2025 04:10 PM Eastern
Extended Trading
$18.38 -0.02 (-0.08%)
As of 04/17/2025 05:21 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Global X U.S. Preferred ETF (NYSEARCA:PFFD)

Number of
Institutional Buyers
(last 12 months)
180
Total
Institutional Inflows
(last 12 months)
$374.78M
Number of
Institutional Sellers
(last 12 months)
87
Total
Institutional Outflows
(last 12 months)
$109.73M
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PFFD Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/17/2025Robertson Stephens Wealth Management LLC217,270$4.14M0.1%-3.6%0.185%
4/17/2025Janney Montgomery Scott LLC49,728$947K0.0%+51.0%0.042%
4/17/2025Columbus Macro LLC477,489$9.09M1.2%+33.4%0.407%
4/17/2025Good Life Advisors LLC76,459$1.46M0.1%+53.2%0.065%
4/17/2025Howard Bailey Securities LLC12,527$239K0.1%-4.8%0.011%
4/17/2025RHS Financial LLC59,267$1.13M0.6%-28.7%0.050%
4/17/2025Sound Income Strategies LLC277,964$5.29M0.3%+4.7%0.237%
4/17/2025American Institute for Advanced Investment Management LLP36,908$703K0.5%+4.0%0.031%
4/16/2025 Wealth Enhancement Advisory Services LLC25,480$485K0.0%-47.5%0.022%
4/15/2025 GPS Wealth Strategies Group LLC5,216$99K0.0%-13.3%0.004%
4/15/2025 Integral Investment Advisors Inc.37,651$717K0.2%+15.8%0.032%
4/15/2025 Collier Financial142,813$2.72M2.3%N/A0.122%
4/15/2025 Wealthcare Advisory Partners LLC21,218$404K0.0%+7.8%0.018%
4/14/2025 Farther Finance Advisors LLC7,595$144K0.0%+13,462.5%0.006%
4/14/2025 Millington Financial Advisors LLC22,110$401K0.2%+6.5%0.019%
4/14/2025 First Citizens Bank & Trust Co.16,155$308K0.0%+9.5%0.014%
4/14/2025 AHL Investment Management Inc.419,233$7.98M5.5%+8.5%0.357%
4/14/2025 Park Avenue Securities LLC436,818$8.32M0.1%+15.3%0.372%
4/11/2025 Compton Financial Group LLC340,055$6.48M1.9%N/A0.290%
4/11/2025 Leicht Financial Planning & Wealth Management Inc.212,644$4.05M2.1%+6.4%0.181%
4/11/2025 SeaCrest Wealth Management LLC10,587$202K0.0%-21.2%0.009%
4/11/2025 Prospect Financial Services LLC68,289$1.30M0.7%+21.0%0.058%
4/11/2025 Oxinas Partners Wealth Management LLC11,802$225K0.1%-18.7%0.010%
4/10/2025 Breakwater Capital Group10,804$206K0.0%-24.0%0.009%
4/10/2025 KWB Wealth384,133$7.49M0.9%-6.8%0.327%
4/10/2025 Naples Global Advisors LLC428,847$8.17M0.8%+11.2%0.365%
4/10/2025 HF Advisory Group LLC10,199$194K0.1%-11.7%0.009%
4/10/2025 Beacon Financial Group19,635$374K0.0%+25.6%0.017%
4/10/2025 Channel Wealth LLC15,349$292K0.1%-9.7%0.013%
4/10/2025 Accel Wealth Management60,842$1.16M0.4%+15.4%0.052%
4/10/2025 TrueWealth Advisors LLC43,362$826K0.3%-1.5%0.037%
4/10/2025 Hennion & Walsh Asset Management Inc.1,593,344$30.34M1.3%+8.7%1.357%
4/9/2025 Merit Financial Group LLC78,050$1.49M0.0%-55.7%0.066%
4/9/2025 NBC Securities Inc.12,493$237K0.0%+56,686.4%0.011%
4/3/2025 Collective Family Office LLC502,065$9.56M2.6%+25.1%0.427%
3/17/2025 Wealth Enhancement Advisory Services LLC48,533$947K0.0%+79.3%0.041%
3/14/2025 Leicht Financial Planning & Wealth Management Inc.199,765$3.90M2.0%-0.5%0.168%
3/12/2025Centaurus Financial Inc.29,202$570K0.0%+22.3%0.025%
2/25/2025Heck Capital Advisors LLC2,445$48K0.0%N/A0.002%
2/25/2025B. Riley Wealth Advisors Inc.10,711$210K0.0%N/A0.009%
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2/25/2025Armis Advisers LLC16,407$320K0.0%N/A0.014%
2/21/2025Vermillion Wealth Management Inc.2,485$48K0.0%N/A0.002%
2/18/2025Sunbelt Securities Inc.15,345$299K0.0%-5.3%0.013%
2/18/2025Orion Capital Management LLC3,800$74K0.0%N/A0.003%
2/18/2025MidWestOne Financial Group Inc.12,000$234K0.0%N/A0.010%
2/18/2025Note Advisors LLC109,886$2.14M1.9%N/A0.092%
2/17/2025Waverly Advisors LLC66,444$1.30M0.0%-1.9%0.055%
2/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.322,958$6.30M0.0%-3.6%0.269%
2/17/2025Gotham Asset Management LLC21,304$416K0.0%+51.9%0.018%
2/17/2025Focus Partners Wealth279,855$5.46M0.0%+1,561.6%0.233%
2/17/2025Full Sail Capital LLC1,368,171$26.69M1.7%+26.6%1.140%
2/17/2025Cornerstone Select Advisors LLC13,112$256K0.2%N/A0.011%
2/17/2025Cetera Investment Advisers728,485$14.21M0.0%+10.3%0.607%
2/17/2025Cary Street Partners Financial LLC10,000$195K0.0%N/A0.008%
2/17/2025Baird Financial Group Inc.231,632$4.52M0.0%+0.3%0.193%
2/17/2025Bank of America Corp DE6,177,018$120.51M0.0%+15.0%5.148%
2/17/2025BNP Paribas Financial Markets344,854$6.73M0.0%-51.1%0.287%
2/17/2025Ameriprise Financial Inc.515,886$10.06M0.0%+4.2%0.430%
2/17/2025Alteri Wealth LLC33,294$650K0.2%N/A0.028%
2/17/2025Aptus Capital Advisors LLC2,962$58K0.0%+89.4%0.002%
2/14/2025Jane Street Group LLC88,594$1.73M0.0%+146.5%0.074%
2/14/2025Triumph Capital Management39,807$777K0.3%-5.2%0.033%
2/14/2025Comerica Bank13,121$256K0.0%+17.8%0.011%
2/14/2025Lido Advisors LLC1,349,822$26.47M0.1%+28.5%1.125%
2/14/2025Leslie Global Wealth LLC66,243$1.29M0.6%+3.0%0.055%
2/14/2025Gerber Kawasaki Wealth & Investment Management117,793$2.30M0.1%+3.4%0.098%
2/14/2025Stifel Financial Corp27,376$534K0.0%+28.6%0.023%
2/14/2025MML Investors Services LLC319,984$6.24M0.0%+48.4%0.267%
2/14/2025GeoWealth Management LLC17,189$335K0.0%-21.3%0.014%
2/13/2025MSH Capital Advisors LLC25,413$496K0.2%N/A0.021%
2/13/2025CreativeOne Wealth LLC84,086$1.64M0.1%-11.9%0.070%
2/13/2025Mariner LLC249,701$4.87M0.0%+9.1%0.208%
2/13/2025Keystone Financial Group11,600$226K0.0%N/A0.010%
2/13/2025WealthTrust Axiom LLC269,446$5.26M1.6%+3.2%0.225%
2/13/2025Tiller Private Wealth Inc.932,652$18.20M7.7%+4.2%0.777%
2/13/2025Rockefeller Capital Management L.P.371,682$7.25M0.0%+3.5%0.310%
2/13/2025Prepared Retirement Institute LLC196,101$3.83M2.2%-0.7%0.163%
2/13/2025Blue Edge Capital LLC196,445$3.83M0.6%-2.0%0.164%
2/13/2025Scotia Capital Inc.12,590$246K0.0%+6.2%0.010%
2/13/2025Raymond James Financial Inc.1,001,364$19.54M0.0%N/A0.834%
2/13/2025Advisory Services Network LLC21,550$420K0.0%+5.2%0.018%
2/13/2025Envestnet Asset Management Inc.1,289,959$25.17M0.0%+7.3%1.075%
2/13/2025Perennial Investment Advisors LLC10,468$204K0.0%-12.9%0.009%
2/13/2025Wells Fargo & Company MN2,404,492$46.91M0.0%-2.1%2.004%
2/12/2025Unison Advisors LLC60,973$1.19M0.1%+2.3%0.051%
2/12/2025L & S Advisors Inc39,539$771K0.1%-3.9%0.033%
2/12/2025Level Four Advisory Services LLC24,009$468K0.0%+23.9%0.020%
2/12/2025JPMorgan Chase & Co.39,367$768K0.0%+9.6%0.033%
2/12/2025Aire Advisors LLC331,733$6.47M1.3%+11.8%0.276%
2/11/2025Modern Wealth Management LLC636,103$12.54M0.4%+98.3%0.530%
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2/11/2025Segall Bryant & Hamill LLC26,922$525K0.0%+4.8%0.022%
2/11/2025Meridian Wealth Advisors LLC28,000$546K0.1%+30.2%0.023%
2/11/2025LPL Financial LLC8,201,933$160.02M0.1%+14.9%6.835%
2/11/2025Sei Investments Co.486,237$9.49M0.0%+20.7%0.405%
2/11/20251620 Investment Advisors Inc.9,390$183K0.1%N/A0.008%
2/10/2025Entrewealth LLC16,768$350K0.3%N/A0.014%
2/10/2025Cibc World Markets Corp89,676$1.75M0.0%+2.6%0.075%
2/10/2025Rockport Wealth LLC83,919$1.70M0.8%+29.7%0.070%
2/10/2025Collaborative Wealth Managment Inc.408,193$7.96M3.6%+3.1%0.340%
2/10/2025Corient Private Wealth LLC28,689$560K0.0%+2.2%0.024%
(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, 295 institutional investors and hedge funds held shares of Global X U.S. Preferred ETF. The most heavily invested institutionals were LPL Financial LLC ($160.02M), Bank of America Corp DE ($120.51M), Global X Japan Co. Ltd. ($52.83M), Wells Fargo & Company MN ($46.91M), Orgel Wealth Management LLC ($46.41M), Hennion & Walsh Asset Management Inc. ($30.34M), and CWM LLC ($27.06M).Learn more on PFFD's institutional investors.

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

Of the 255 institutional investors that purchased Global X U.S. Preferred ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($2.97M), Raymond James Financial Inc. ($2.00M), Rational Advisors LLC ($1.81M), Hennion & Walsh Asset Management Inc. ($1.69M), State of Wisconsin Board of Commissioners of Public Lands ($1.34M), Advisors Management Group Inc. ADV ($1.04M), and Bank of America Corp DE ($804.19K).

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

Institutional investors have bought a total of 32,051,791 shares in the last 24 months. This purchase volume represents approximately $740.17M in transactions.

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

Of the 147 institutional investors that sold Global X U.S. Preferred ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Orgel Wealth Management LLC ($2.91M), Charles Schwab Investment Advisory Inc. ($2.47M), Kohmann Bosshard Financial Services LLC ($737.18K), BNP Paribas Financial Markets ($608.50K), Flaharty Asset Management LLC ($527.26K), Rational Advisors LLC ($502.15K), and Lido Advisors LLC ($314.36K).

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

Institutional investors have sold a total of 12,426,514 shares in the last 24 months. This volume of shares sold represents approximately $250.64M in transactions.



This page (NYSEARCA:PFFD) was last updated on 4/18/2025 by MarketBeat.com Staff
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