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

Global X U.S. Preferred ETF logo
$18.59 -0.11 (-0.59%)
Closing price 06/13/2025 04:10 PM Eastern
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$18.59 0.00 (0.00%)
As of 06/13/2025 06:29 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)
192
Total
Institutional Inflows
(last 12 months)
$352.34M
Number of
Institutional Sellers
(last 12 months)
105
Total
Institutional Outflows
(last 12 months)
$137.71M
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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
6/2/2025 Modern Wealth Management LLC557,594$10.62M0.3%-3.6%0.454%
5/28/2025 Anderson Financial Strategies LLC2,422$46K0.0%N/A0.002%
5/27/2025 Advisors Capital Management LLC68,582$1.31M0.0%+4.2%0.056%
5/27/2025 SWS Partners249,210$4.75M1.5%+10.7%0.203%
5/21/2025 Bluefin Capital Management LLC58,906$1.12M0.8%N/A0.048%
5/20/2025 Focus Partners Wealth239,457$4.56M0.0%-14.4%0.195%
5/20/2025 Flaharty Asset Management LLC1,003,503$19.11M2.8%+8.2%0.816%
5/16/2025 Goldman Sachs Group Inc.153,598$2.93M0.0%+1,157.8%0.125%
5/16/2025 Kestra Investment Management LLC55,766$1.06M0.0%+66.4%0.045%
5/16/2025 Rockport Wealth LLC137,221$2.61M0.9%+63.5%0.112%
5/16/2025 NewEdge Advisors LLC82,567$1.57M0.0%-7.3%0.067%
5/16/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.320,163$6.10M0.0%-0.9%0.260%
5/15/2025 Royal Bank of Canada717,579$13.66M0.0%+5.4%0.584%
5/15/2025 MAI Capital Management340,532$6.48M0.0%+53.8%0.277%
5/15/2025 Baird Financial Group Inc.230,583$4.39M0.0%-0.5%0.188%
5/15/2025 Gerber Kawasaki Wealth & Investment Management124,773$2.38M0.1%+5.9%0.102%
5/14/2025 Note Advisors LLC120,227$2.29M1.9%+9.4%0.098%
5/14/2025 WCG Wealth Advisors LLC20,435$389K0.0%-6.4%0.017%
5/14/2025 WealthTrust Axiom LLC272,387$5.19M1.6%+1.1%0.222%
5/14/2025 Full 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%
5/14/2025 Northwestern 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%
5/14/2025 Kestra Advisory Services LLC315,721$6.01M0.0%+17.4%0.257%
5/14/2025 Barnes Wealth Management Group Inc24,320$463K0.3%+11.5%0.020%
5/14/2025 Integras Partners LLC236,650$4.51M4.1%-11.9%0.193%
5/14/2025 Cornerstone Select Advisors LLC12,049$229K0.2%-8.1%0.010%
5/13/2025 Blue Edge Capital LLC195,361$3.72M0.6%-0.6%0.159%
5/13/2025 Steward Partners Investment Advisory LLC603,090$11.48M0.1%+8.0%0.490%
5/13/2025 Intrepid Financial Planning Group LLC34,768$662K0.3%-5.3%0.028%
5/13/2025 Raymond James Financial Inc.1,056,338$20.11M0.0%+5.5%0.858%
5/13/2025 Sei Investments Co.580,601$11.06M0.1%+19.4%0.472%
5/13/2025 Vestmark Advisory Solutions Inc.47,533$905K0.0%N/A0.039%
5/13/2025 MSH Capital Advisors LLC26,358$502K0.2%+3.7%0.021%
5/13/2025 HighTower Advisors LLC339,030$6.46M0.0%-11.3%0.275%
5/13/2025 Trajan Wealth LLC124,213$2.37M0.1%N/A0.101%
5/12/2025 Kohmann Bosshard Financial Services LLC53,474$1.02M0.1%-8.4%0.043%
5/12/2025 Simplex Trading LLC2,361$44K0.0%+226.6%0.002%
5/12/2025 AlphaCore Capital LLC155,471$2.96M0.3%N/A0.126%
5/12/2025 WBH Advisory Inc.14,451$275K0.0%N/A0.012%
Trump’s Exec Order #14154 could be a “Millionaire-Maker” (Ad)

Former Presidential Advisor, Jim Rickards, says Trump could “rewire our economy and hand millions of Americans a chance at true financial independence in the months ahead.” We recently sat down with Rickards to capture all the key details on tape.

For the moment, you can watch this interview free of charge – just click here.
5/9/2025 Tidemark LLC7,658$146K0.1%-11.2%0.006%
5/9/2025 Syntegra Private Wealth Group LLC20,252$386K0.0%-4.0%0.016%
5/9/2025 Plan Group Financial LLC67,789$1.29M0.5%+317.8%0.055%
5/9/2025 Tiller Private Wealth Inc.967,685$18.43M7.7%+3.8%0.786%
5/8/2025 Endeavor Private Wealth Inc.21,354$407K0.2%+358.1%0.017%
5/8/2025 US Bancorp DE12,358$235K0.0%+16.7%0.010%
5/8/2025 Collaborative Wealth Managment Inc.414,831$7.90M3.7%+1.6%0.337%
5/7/2025 LPL Financial LLC5,675,876$108.07M0.0%-30.8%4.612%
5/7/2025 Alteri Wealth LLC44,620$850K0.4%+34.0%0.036%
5/7/2025 Texas Yale Capital Corp.275,259$5.24M0.2%+8.7%0.224%
5/7/2025 Inspire Advisors LLC33,902$645K0.1%+10.5%0.028%
5/6/2025 Assetmark Inc.811,999$15.46M0.0%-0.9%0.660%
5/6/2025 Cetera Investment Advisers953,135$18.15M0.0%+30.8%0.774%
5/6/2025 Avantax Advisory Services Inc.35,161$669K0.0%+5.5%0.029%
5/6/2025 Unison Advisors LLC62,383$1.19M0.2%+2.3%0.051%
5/6/2025 Triumph Capital Management41,999$800K0.3%+5.5%0.034%
5/6/2025 Nelson Capital Management LLC24,332$463K0.1%-18.8%0.020%
5/6/2025 Ignite Planners LLC12,349$230K0.0%-22.0%0.010%
5/5/2025 Aire Advisors LLC341,206$6.50M1.4%+2.9%0.277%
5/5/2025 Meridian Wealth Advisors LLC29,000$552K0.1%+3.6%0.024%
5/5/2025 IFP Advisors Inc17,226$328K0.0%+4.8%0.014%
5/5/2025 Private Advisor Group LLC169,861$3.23M0.0%-2.4%0.138%
5/5/2025 Nwam LLC47,406$903K0.1%+3.7%0.039%
5/2/2025 Segall Bryant & Hamill LLC25,810$491K0.0%-4.1%0.021%
5/2/2025 Whittier Trust Co.17,446$332K0.0%-8.5%0.014%
5/2/2025 SBI Securities Co. Ltd.296,870$5.65M0.2%+1.8%0.241%
5/2/2025 Apollon Financial LLC84,833$1.62M0.4%-1.6%0.069%
5/2/2025 Apollon Wealth Management LLC70,002$1.33M0.0%+4.7%0.057%
5/2/2025 Prepared Retirement Institute LLC132,001$2.51M1.6%-32.7%0.107%
5/1/2025 CWM LLC1,326,042$25.25M0.1%+2.0%1.077%
5/1/2025 Iron Horse Wealth Management LLC300,139$5.72M1.8%-32.3%0.244%
5/1/2025 Rational Advisors Inc.1,093,947$20.83M2.1%-6.0%0.889%
5/1/2025 Fifth Third Securities Inc.159,840$3.04M0.3%+10.3%0.130%
5/1/2025 Austin Wealth Management LLC21,875$410K0.1%+8.3%0.018%
4/30/2025 CFO4Life Group LLC16,888$322K0.1%-54.5%0.014%
4/30/2025 Principal Securities Inc.76,861$1.50M0.0%+1.3%0.062%
4/30/2025 Stratos Wealth Partners LTD.144,173$2.75M0.0%+6.4%0.117%
4/30/2025 Alpha Cubed Investments LLC10,166$194K0.0%N/A0.008%
4/30/2025 Abound Financial LLC2,838$54K0.0%-97.2%0.002%
4/29/2025 Envestnet Asset Management Inc.1,433,222$27.29M0.0%+11.1%1.165%
4/28/2025 Mutual Advisors LLC75,907$1.43M0.0%+2.6%0.062%
4/28/2025 Private Trust Co. NA33,462$637K0.1%-9.1%0.027%
4/28/2025 Summit Trail Advisors LLC10,000$190K0.0%N/A0.008%
4/25/2025 Advisors Management Group Inc. ADV16,806$320K0.1%-98.4%0.014%
4/25/2025 Prairiewood Capital LLC338,789$6.45M2.6%+13.5%0.275%
4/25/2025 WealthBridge Capital Management LLC25,700$489K0.1%-2.7%0.021%
4/24/2025 Golden State Wealth Management LLC8,626$164K0.0%+47.2%0.007%
4/24/2025 Sunbelt Securities Inc.16,395$312K0.0%+6.8%0.013%
4/23/2025 Madrona Financial Services LLC26,024$495K0.1%+4.3%0.021%
4/23/2025 Western Wealth Management LLC34,536$658K0.0%+23.0%0.028%
Trump’s Exec Order #14154 could be a “Millionaire-Maker” (Ad)

Former Presidential Advisor, Jim Rickards, says Trump could “rewire our economy and hand millions of Americans a chance at true financial independence in the months ahead.” We recently sat down with Rickards to capture all the key details on tape.

For the moment, you can watch this interview free of charge – just click here.
4/23/2025 Creative Financial Designs Inc. ADV5,252$100K0.0%-22.2%0.004%
4/23/2025 Golden State Wealth Management LLC17,252$329K0.0%+194.4%0.014%
4/23/2025 David Kennon Inc421,415$8.02M3.2%+7.2%0.342%
4/23/2025 Eagle Strategies LLC54,872$1.05M0.2%+29.5%0.045%
4/23/2025 Oppenheimer & Co. Inc.20,781$396K0.0%-55.1%0.017%
4/23/2025 Continuum Advisory LLC8,218$156K0.0%+75.9%0.007%
4/22/2025 Flagship Harbor Advisors LLC67,948$1.29M0.1%+5.9%0.055%
4/22/2025 Duncker Streett & Co. Inc.68,912$1.31M0.3%-1.6%0.056%
4/22/2025 Cambridge Investment Research Advisors Inc.155,630$2.96M0.0%-8.2%0.126%
4/22/2025 Crews Bank & Trust117,005$2.23M0.4%-4.1%0.095%
(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 Bank of America Corp DE ($120.51M), LPL Financial LLC ($108.07M), Global X Japan Co. Ltd. ($60.42M), Wells Fargo & Company MN ($46.91M), Orgel Wealth Management LLC ($46.41M), Hennion & Walsh Asset Management Inc. ($30.34M), and Envestnet Asset Management Inc. ($27.29M).Learn more on PFFD's institutional investors.

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

Of the 254 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 ($2.81M), Raymond James Financial Inc. ($2.06M), Rational Advisors LLC ($1.71M), Hennion & Walsh Asset Management Inc. ($1.13M), Global X Japan Co. Ltd. ($1.07M), Cetera Investment Advisers ($898.97K), 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 29,139,098 shares in the last 24 months. This purchase volume represents approximately $571.03M in transactions.

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

Of the 163 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), LPL Financial LLC ($2.53M), Charles Schwab Investment Advisory Inc. ($2.47M), Advisors Management Group Inc. ADV ($1.03M), Kohmann Bosshard Financial Services LLC ($742.09K), BNP Paribas Financial Markets ($608.50K), and Flaharty Asset Management LLC ($527.26K).

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

Institutional investors have sold a total of 16,400,149 shares in the last 24 months. This volume of shares sold represents approximately $319.49M in transactions.



This page (NYSEARCA:PFFD) was last updated on 6/14/2025 by MarketBeat.com Staff
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