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

Global X U.S. Preferred ETF logo
$20.00 +0.19 (+0.96%)
As of 04:10 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)
139
Total
Institutional Inflows
(last 12 months)
$233.23M
Number of
Institutional Sellers
(last 12 months)
87
Total
Institutional Outflows
(last 12 months)
$118.65M
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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
1/21/2025First Citizens Bank & Trust Co.14,750$288K0.0%+43.2%0.012%
1/21/2025Flagship Harbor Advisors LLC64,169$1.25M0.1%-1.1%0.053%
1/21/2025GSB Wealth Management LLC206,423$4.03M1.0%-10.0%0.172%
1/21/2025Accel Wealth Management52,736$1.03M0.4%+8.7%0.044%
1/21/2025Sound Income Strategies LLC265,584$5.18M0.3%+3.6%0.221%
1/21/2025Cornerstone Wealth Management LLC23,433$457K0.0%-12.3%0.020%
1/17/2025 Madrona Financial Services LLC24,944$487K0.1%-4.2%0.021%
1/17/2025 Endeavor Private Wealth Inc.4,661$91K0.1%N/A0.004%
1/17/2025 Mutual Advisors LLC73,982$1.46M0.0%+3.7%0.062%
1/17/2025 Janney Montgomery Scott LLC32,924$642K0.0%+70.2%0.027%
1/17/2025 Oxinas Partners Wealth Management LLC14,521$283K0.2%-18.9%0.012%
1/16/2025 Prairiewood Capital LLC298,394$5.82M2.5%+3.1%0.249%
1/16/2025 FLC Capital Advisors49,131$959K0.2%+36.6%0.041%
1/16/2025 AHL Investment Management Inc.386,217$7.54M5.3%+24.7%0.322%
1/15/2025 HF Advisory Group LLC11,545$225K0.1%-8.2%0.010%
1/15/2025 TrueWealth Advisors LLC44,005$859K0.3%-7.5%0.037%
1/15/2025 Merit Financial Group LLC176,227$3.44M0.1%-2.2%0.147%
1/15/2025 Householder Group Estate & Retirement Specialist LLC3,527$68K0.1%-54.7%0.003%
1/15/2025 Wealthcare Advisory Partners LLC19,679$384K0.0%+12.1%0.016%
1/15/2025 FF Advisors LLC80,527$1.61M1.1%-2.0%0.067%
1/15/2025 Hennion & Walsh Asset Management Inc.1,466,319$28.61M1.3%+23.0%1.222%
1/14/2025 Advisors Management Group Inc. ADV1,043,416$20.36M4.8%+3.7%0.870%
1/14/2025 Park Avenue Securities LLC379,002$7.39M0.1%+23.3%0.316%
1/14/2025 SeaCrest Wealth Management LLC13,433$262K0.0%-22.9%0.011%
1/14/2025 KWB Wealth412,315$8.57M1.1%-2.2%0.344%
1/14/2025 Ignite Planners LLC15,826$316K0.1%-16.9%0.013%
1/14/2025 Breakwater Capital Group14,216$277K0.1%+15.9%0.012%
1/10/2025 Wealth Enhancement Advisory Services LLC42,067$874K0.0%+55.4%0.035%
1/8/2025 Collective Family Office LLC401,375$7.83M2.1%+3.6%0.334%
12/26/2024JPMorgan Chase & Co.35,935$747K0.0%-15.2%0.030%
11/25/2024World Investment Advisors LLC12,501$260K0.0%N/A0.010%
11/25/2024Sanctuary Advisors LLC15,832$322K0.0%-28.9%0.013%
11/18/2024Sunbelt Securities Inc.16,200$337K0.0%-4.4%0.014%
11/15/2024MML Investors Services LLC215,611$4.48M0.0%+22.5%0.180%
11/15/2024Jane Street Group LLC35,936$747K0.0%+107.7%0.030%
11/15/2024Stifel Financial Corp21,285$442K0.0%+19.3%0.018%
11/15/2024IHT Wealth Management LLC46,221$962K0.0%+137.7%0.039%
11/15/2024HighTower Advisors LLC357,275$7.42M0.0%+8.6%0.298%
11/15/2024Kestra Investment Management LLC30,646$637K0.0%N/A0.026%
11/14/2024L.M. Kohn & Company10,048$209K0.1%N/A0.008%
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11/14/2024Flow Traders U.S. LLC11,882$247K0.0%N/A0.010%
11/14/2024Rockefeller Capital Management L.P.359,174$7.46M0.0%+3.5%0.299%
11/14/2024CreativeOne Wealth LLC95,419$1.98M0.1%-5.8%0.080%
11/13/2024BNP Paribas Financial Markets705,174$14.65M0.0%-14.6%0.588%
11/13/2024Acorn Wealth Advisors LLC32,639$678K0.3%+12.4%0.027%
11/13/2024Private Trust Co. NA39,769$826K0.1%+21.9%0.033%
11/12/2024Centaurus Financial Inc.23,877$496K0.0%+4.1%0.020%
11/12/2024Larson Financial Group LLC10,458$217K0.0%+29.1%0.009%
11/12/2024Great Valley Advisor Group Inc.70,156$1.46M0.0%+7.1%0.058%
11/12/2024Nwam LLC21,156$440K0.0%N/A0.018%
11/12/2024L & S Advisors Inc41,124$855K0.1%+5.4%0.034%
11/12/2024Running Point Capital Advisors LLC11,536$240K0.1%-6.9%0.010%
11/9/2024LPL Financial LLC7,139,593$148.36M0.1%+15.4%5.950%
11/8/2024Segall Bryant & Hamill LLC25,677$534K0.0%N/A0.021%
11/8/2024 Avior Wealth Management LLC13,959$290K0.0%+13.6%0.012%
11/8/2024New Millennium Group LLC1,805$38K0.0%-30.5%0.002%
11/7/2024AMG National Trust Bank19,088$397K0.0%-29.8%0.016%
11/5/2024Intrepid Financial Planning Group LLC30,235$628K0.3%+2.0%0.025%
11/5/2024Apollon Wealth Management LLC66,832$1.39M0.0%-0.8%0.056%
11/1/2024Assetmark Inc.819,402$17.03M0.0%-3.4%0.683%
11/1/2024Lewis Asset Management LLC15,678$326K0.2%+8.1%0.013%
10/31/2024Trinity Legacy Partners LLC394,212$8.22M1.9%+8.4%0.329%
10/31/2024 Advisors Management Group Inc. ADV1,005,790$20.90M4.9%+2.1%0.838%
10/30/2024 AHL Investment Management Inc.309,597$6.43M4.4%-16.1%0.258%
10/30/2024Leslie Global Wealth LLC64,284$1.34M0.6%+4.0%0.054%
10/30/2024 HF Advisory Group LLC12,571$261K0.1%-16.9%0.010%
10/30/2024Rational Advisors LLC1,214,485$25.24M2.4%-18.3%1.012%
10/29/2024Realta Investment Advisors1,519$32K0.0%-85.9%0.001%
10/29/2024Farther Finance Advisors LLC2,085$43K0.0%+3,623.2%0.002%
10/28/2024Gladstone Institutional Advisory LLC88,842$1.85M0.1%+718.7%0.074%
10/28/2024Focus Financial Network Inc.64,235$1.34M0.1%+3.1%0.054%
10/28/2024Austin Wealth Management LLC27,564$573K0.1%+8.4%0.023%
10/25/2024Financial Advocates Investment Management21,874$455K0.0%N/A0.018%
10/25/2024GSB Wealth Management LLC229,288$4.77M1.2%+5.7%0.191%
10/25/2024 Mutual Advisors LLC71,358$1.47M0.0%+2.5%0.059%
10/25/2024Eagle Strategies LLC42,451$882K0.2%+14.1%0.035%
10/25/2024Jacobsen Capital Management9,747$203K0.1%N/A0.008%
10/24/2024 Wealth Enhancement Advisory Services LLC27,063$562K0.0%+11.0%0.023%
10/23/2024Mirae Asset Global Investments Co. Ltd.20,000$419K0.0%+22.3%0.017%
10/23/2024American Institute for Advanced Investment Management LLP35,185$731K0.5%+39.3%0.029%
10/23/2024CENTRAL TRUST Co13,300$276K0.0%-13.1%0.011%
10/23/2024 Hennion & Walsh Asset Management Inc.1,192,082$24.77M1.2%+13.4%0.993%
10/22/2024Iron Horse Wealth Management LLC425,094$8.83M3.0%+5.8%0.354%
10/22/2024David Kennon Inc384,708$7.99M3.1%+2.0%0.321%
10/22/2024Global X Japan Co. Ltd.2,699,498$56.10M7.2%+11.2%2.250%
10/22/2024Private Advisor Group LLC271,056$5.63M0.0%+10.9%0.226%
10/22/2024 My Legacy Advisors LLC11,928$248K0.1%-61.3%0.010%
10/21/2024Plimoth Trust Co. LLC71,912$1.49M0.4%-3.0%0.060%
10/21/2024Crew Capital Management Ltd.43,989$914K0.7%+11.4%0.037%
10/21/2024Trilogy Capital Inc.17,608$366K0.0%+36.8%0.015%
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10/19/2024Columbus Macro LLC111,911$2.33M0.8%-1.8%0.093%
10/19/2024Cyndeo Wealth Partners LLC98,439$2.05M0.1%+11.3%0.082%
10/18/2024Raymond James & Associates122,274$2.54M0.0%-15.4%0.102%
10/18/2024First Citizens Bank & Trust Co.10,302$214K0.0%N/A0.009%
10/18/2024Blue Trust Inc.2,500$49K0.0%+822.5%0.002%
10/18/2024Kohmann Bosshard Financial Services LLC75,500$1.57M0.2%-47.6%0.063%
10/17/2024 Orgel Wealth Management LLC2,233,236$46.41M1.2%+9.6%1.861%
10/17/2024Inspire Advisors LLC29,519$613K0.1%+28.7%0.025%
10/17/2024Onyx Bridge Wealth Group LLC9,882$205K0.0%-9.1%0.008%
10/16/2024Global Retirement Partners LLC25,697$534K0.0%-31.1%0.021%
(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, 269 institutional investors and hedge funds held shares of Global X U.S. Preferred ETF. The most heavily invested institutionals were LPL Financial LLC ($148.36M), Wells Fargo & Company MN ($108.83M), Global X Japan Co. Ltd. ($56.10M), Bank of America Corp DE ($55.10M), 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 223 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: Wells Fargo & Company MN ($5.86M), LPL Financial LLC ($2.04M), Rational Advisors LLC ($1.81M), Flaharty Asset Management LLC ($1.73M), Hennion & Walsh Asset Management Inc. ($1.56M), State of Wisconsin Board of Commissioners of Public Lands ($1.34M), and Advisors Management Group Inc. ADV ($1.04M).

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

Institutional investors have bought a total of 32,747,008 shares in the last 24 months. This purchase volume represents approximately $760.66M in transactions.

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

Of the 139 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. ($2.49M), Rational Advisors LLC ($909.05K), Kohmann Bosshard Financial Services LLC ($720.06K), Flaharty Asset Management LLC ($527.26K), Lido Advisors LLC ($314.36K), and Global Wealth Strategies & Associates ($271.29K).

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

Institutional investors have sold a total of 15,219,675 shares in the last 24 months. This volume of shares sold represents approximately $353.67M in transactions.


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This page (NYSEARCA:PFFD) was last updated on 1/21/2025 by MarketBeat.com Staff
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