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

Global X U.S. Preferred ETF logo
$19.16 -0.07 (-0.34%)
As of 12:28 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)
177
Total
Institutional Inflows
(last 12 months)
$367.40M
Number of
Institutional Sellers
(last 12 months)
83
Total
Institutional Outflows
(last 12 months)
$106.36M
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PFFD Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/17/2025 Wealth Enhancement Advisory Services LLC48,533$947K0.0%+79.3%0.041%
3/14/2025Leicht Financial Planning & Wealth Management Inc.199,765$3.90M2.0%-0.5%0.168%
3/12/2025 Centaurus Financial Inc.29,202$570K0.0%+22.3%0.025%
2/25/2025 Heck Capital Advisors LLC2,445$48K0.0%N/A0.002%
2/25/2025 B. Riley Wealth Advisors Inc.10,711$210K0.0%N/A0.009%
2/25/2025 Armis Advisers LLC16,407$320K0.0%N/A0.014%
2/21/2025 Vermillion Wealth Management Inc.2,485$48K0.0%N/A0.002%
2/18/2025 Sunbelt Securities Inc.15,345$299K0.0%-5.3%0.013%
2/18/2025 Orion Capital Management LLC3,800$74K0.0%N/A0.003%
2/18/2025 MidWestOne Financial Group Inc.12,000$234K0.0%N/A0.010%
2/18/2025 Note Advisors LLC109,886$2.14M1.9%N/A0.092%
2/17/2025 Waverly Advisors LLC66,444$1.30M0.0%-1.9%0.055%
2/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.322,958$6.30M0.0%-3.6%0.269%
2/17/2025 Gotham Asset Management LLC21,304$416K0.0%+51.9%0.018%
2/17/2025 Focus Partners Wealth279,855$5.46M0.0%+1,561.6%0.233%
2/17/2025 Full Sail Capital LLC1,368,171$26.69M1.7%+26.6%1.140%
2/17/2025 Cornerstone Select Advisors LLC13,112$256K0.2%N/A0.011%
2/17/2025 Cetera Investment Advisers728,485$14.21M0.0%+10.3%0.607%
2/17/2025 Cary Street Partners Financial LLC10,000$195K0.0%N/A0.008%
2/17/2025 Baird Financial Group Inc.231,632$4.52M0.0%+0.3%0.193%
2/17/2025 Bank of America Corp DE6,177,018$120.51M0.0%+15.0%5.148%
2/17/2025 BNP Paribas Financial Markets344,854$6.73M0.0%-51.1%0.287%
2/17/2025 Ameriprise Financial Inc.515,886$10.06M0.0%+4.2%0.430%
2/17/2025 Alteri Wealth LLC33,294$650K0.2%N/A0.028%
2/17/2025 Aptus Capital Advisors LLC2,962$58K0.0%+89.4%0.002%
2/14/2025 Jane Street Group LLC88,594$1.73M0.0%+146.5%0.074%
2/14/2025 Triumph Capital Management39,807$777K0.3%-5.2%0.033%
2/14/2025 Comerica Bank13,121$256K0.0%+17.8%0.011%
2/14/2025 Lido Advisors LLC1,349,822$26.47M0.1%+28.5%1.125%
2/14/2025 Leslie Global Wealth LLC66,243$1.29M0.6%+3.0%0.055%
2/14/2025 Gerber Kawasaki Wealth & Investment Management117,793$2.30M0.1%+3.4%0.098%
2/14/2025 Stifel Financial Corp27,376$534K0.0%+28.6%0.023%
2/14/2025 MML Investors Services LLC319,984$6.24M0.0%+48.4%0.267%
2/14/2025 GeoWealth Management LLC17,189$335K0.0%-21.3%0.014%
2/13/2025 MSH Capital Advisors LLC25,413$496K0.2%N/A0.021%
2/13/2025 CreativeOne Wealth LLC84,086$1.64M0.1%-11.9%0.070%
2/13/2025 Mariner LLC249,701$4.87M0.0%+9.1%0.208%
2/13/2025 Keystone Financial Group11,600$226K0.0%N/A0.010%
2/13/2025 WealthTrust Axiom LLC269,446$5.26M1.6%+3.2%0.225%
2/13/2025 Tiller Private Wealth Inc.932,652$18.20M7.7%+4.2%0.777%
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2/13/2025 Rockefeller Capital Management L.P.371,682$7.25M0.0%+3.5%0.310%
2/13/2025 Prepared Retirement Institute LLC196,101$3.83M2.2%-0.7%0.163%
2/13/2025 Blue Edge Capital LLC196,445$3.83M0.6%-2.0%0.164%
2/13/2025 Scotia Capital Inc.12,590$246K0.0%+6.2%0.010%
2/13/2025 Raymond James Financial Inc.1,001,364$19.54M0.0%N/A0.834%
2/13/2025 Advisory Services Network LLC21,550$420K0.0%+5.2%0.018%
2/13/2025 Envestnet Asset Management Inc.1,289,959$25.17M0.0%+7.3%1.075%
2/13/2025 Perennial Investment Advisors LLC10,468$204K0.0%-12.9%0.009%
2/13/2025 Wells Fargo & Company MN2,404,492$46.91M0.0%-2.1%2.004%
2/12/2025 Unison Advisors LLC60,973$1.19M0.1%+2.3%0.051%
2/12/2025 L & S Advisors Inc39,539$771K0.1%-3.9%0.033%
2/12/2025 Level Four Advisory Services LLC24,009$468K0.0%+23.9%0.020%
2/12/2025 JPMorgan Chase & Co.39,367$768K0.0%+9.6%0.033%
2/12/2025 Aire Advisors LLC331,733$6.47M1.3%+11.8%0.276%
2/11/2025 Modern Wealth Management LLC636,103$12.54M0.4%+98.3%0.530%
2/11/2025 Segall Bryant & Hamill LLC26,922$525K0.0%+4.8%0.022%
2/11/2025 Meridian Wealth Advisors LLC28,000$546K0.1%+30.2%0.023%
2/11/2025 LPL Financial LLC8,201,933$160.02M0.1%+14.9%6.835%
2/11/2025 Sei Investments Co.486,237$9.49M0.0%+20.7%0.405%
2/11/2025 1620 Investment Advisors Inc.9,390$183K0.1%N/A0.008%
2/10/2025 Entrewealth LLC16,768$350K0.3%N/A0.014%
2/10/2025 Cibc World Markets Corp89,676$1.75M0.0%+2.6%0.075%
2/10/2025 Rockport Wealth LLC83,919$1.70M0.8%+29.7%0.070%
2/10/2025 Collaborative Wealth Managment Inc.408,193$7.96M3.6%+3.1%0.340%
2/10/2025 Corient Private Wealth LLC28,689$560K0.0%+2.2%0.024%
2/10/2025 Intrepid Financial Planning Group LLC36,705$716K0.3%+21.4%0.031%
2/10/2025 Envestnet Portfolio Solutions Inc.30,449$594K0.0%+17.9%0.025%
2/10/2025 Integras Partners LLC268,744$5.24M4.5%N/A0.224%
2/10/2025 Commonwealth Equity Services LLC97,705$1.91M0.0%+18.3%0.081%
2/10/2025 Austin Wealth Management LLC20,204$400K0.1%-26.7%0.017%
2/7/2025 HighTower Advisors LLC382,338$7.46M0.0%+7.0%0.319%
2/7/2025 Inspire Advisors LLC30,683$599K0.1%+3.9%0.026%
2/7/2025 Investors Research Corp75,406$1.47M0.3%-2.1%0.063%
2/7/2025 Independent Advisor Alliance343,330$6.70M0.1%N/A0.286%
2/7/2025 Rialto Wealth Management LLC1,566$31K0.0%N/A0.001%
2/7/2025 Larson Financial Group LLC9,789$191K0.0%-6.4%0.008%
2/6/2025 Freestone Capital Holdings LLC11,634$227K0.0%+7.7%0.010%
2/6/2025 Raymond James Financial Inc.1,001,364$19.54M0.0%N/A0.834%
2/6/2025 Crew Capital Management Ltd.35,939$701K0.6%-18.3%0.030%
2/6/2025 SWS Partners225,036$4.41M1.3%+24.9%0.188%
2/6/2025 Steward Partners Investment Advisory LLC558,225$10.89M0.1%+1.4%0.465%
2/6/2025 SBI Securities Co. Ltd.291,561$5.69M0.2%N/A0.243%
2/5/2025 Kohmann Bosshard Financial Services LLC58,385$1.14M0.1%-22.7%0.049%
2/5/2025 Duncker Streett & Co. Inc.69,997$1.37M0.3%-13.4%0.058%
2/5/2025 Flaharty Asset Management LLC927,830$18.10M2.6%+0.1%0.773%
2/5/2025 Private Trust Co. NA36,814$718K0.1%-7.4%0.031%
2/5/2025 Oppenheimer & Co. Inc.46,275$903K0.0%N/A0.039%
2/5/2025 New York Life Investment Management LLC201,409$3.93M0.0%-3.9%0.168%
2/5/2025 Nwam LLC45,720$892K0.1%+116.1%0.038%
2/4/2025 Millington Financial Advisors LLC20,755$406K0.2%+22.4%0.017%
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2/4/2025 Integral Investment Advisors Inc.32,508$634K0.2%+23.6%0.027%
2/4/2025 Abound Financial LLC100,602$1.96M1.0%N/A0.084%
2/3/2025 Trinity Legacy Partners LLC356,303$6.95M1.8%-9.6%0.297%
2/3/2025 Private Advisor Group LLC174,006$3.40M0.0%-35.8%0.145%
2/3/2025 Good Life Advisors LLC49,916$974K0.1%+9.9%0.042%
1/31/2025 Global Retirement Partners LLC23,358$456K0.0%-9.1%0.019%
1/31/2025 Kestra Investment Management LLC33,504$654K0.0%+9.3%0.028%
1/31/2025 Atria Wealth Solutions Inc.17,955$350K0.0%N/A0.015%
1/31/2025 Rational Advisors LLC1,163,762$22.71M2.2%-4.2%0.970%
1/30/2025 Principal Securities Inc.75,896$1.48M0.0%+10.1%0.063%
(Data available from 1/1/2016 forward)

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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. ($28.61M), 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 256 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. ($1.56M), 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 31,346,392 shares in the last 24 months. This purchase volume represents approximately $734.65M in transactions.

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

Of the 146 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 ($5.21M), 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 14,639,581 shares in the last 24 months. This volume of shares sold represents approximately $342.56M in transactions.



This page (NYSEARCA:PFFD) was last updated on 3/28/2025 by MarketBeat.com Staff
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