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

Global X U.S. Preferred ETF logo
$18.66 -0.06 (-0.32%)
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)
155
Total
Institutional Inflows
(last 12 months)
$248.60M
Number of
Institutional Sellers
(last 12 months)
121
Total
Institutional Outflows
(last 12 months)
$180.93M
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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
8/12/2026 Compass Financial Management LLC1,900$36K0.0%N/A0.002%
7/10/2026 Investors Research Corp65,076$1.22M0.2%-6.4%0.056%
7/10/2026 Accel Wealth Management11,573$216K0.0%-54.3%0.010%
7/10/2026 Ocean Park Asset Management LLC605,218$11.31M0.5%N/A0.525%
7/10/2026 Wealthcare Advisory Partners LLC44,685$835K0.0%+29.7%0.039%
7/9/2026 Focus Financial Network Inc.14,782$276K0.0%-4.5%0.013%
7/9/2026 Flaharty Asset Management LLC97,614$1.82M2.6%-91.5%0.085%
7/8/2026 Apella Capital LLC260,807$4.86M0.1%-8.0%0.226%
7/7/2026 Avior Wealth Management LLC22,915$428K0.0%+82.6%0.020%
7/2/2026 Collective Family Office LLC777,208$14.53M3.0%+11.5%0.676%
6/18/2026Western Wealth Management LLC24,082$443K0.0%-2.9%0.021%
6/3/2026 NewEdge Advisors LLC75,195$1.38M0.0%-12.0%0.066%
6/2/2026Blue Edge Capital LLC201,465$3.71M0.5%+4.0%0.178%
5/22/2026 Segall Bryant & Hamill LLC23,391$430K0.0%-4.9%0.021%
5/19/2026Western Wealth Management LLC24,082$443K0.0%-2.9%0.021%
5/19/2026 Cornerstone Wealth LLC TN20,201$384K0.2%N/A0.018%
5/19/2026Bank of America Corp DE5,305,892$97.63M0.0%-11.7%4.683%
5/19/2026Centaurus Financial Inc.28,892$532K0.0%-3.3%0.026%
5/19/2026 Ashton Thomas Securities LLC12,820$236K0.0%N/A0.011%
5/18/2026Sunbelt Securities Inc.11,550$213K0.0%-6.7%0.010%
5/18/2026Royal Bank of Canada575,448$10.59M0.0%-20.4%0.508%
5/15/2026 Gateway Wealth Partners LLC18,712$344K0.0%N/A0.017%
5/15/2026Waverly Advisors LLC113,136$2.08M0.0%+18.4%0.100%
5/14/2026Sei Investments Co.1,116,743$20.55M0.0%+12.4%0.986%
5/14/2026 Lido Advisors LLC1,642,883$30.23M0.1%+7.7%1.450%
5/13/2026 Cetera Investment Advisers1,254,426$23.08M0.0%+17.1%1.107%
5/13/2026 First Citizens Bank & Trust Co.34,875$642K0.0%+4.2%0.031%
5/8/2026 PNC Financial Services Group Inc.12,557$231K0.0%+21.7%0.011%
5/7/2026 Nelson Capital Management LLC22,219$409K0.0%-21.9%0.020%
5/6/2026Aire Advisors LLC348,970$6.42M1.2%+4.8%0.308%
5/6/2026 Assetmark Inc.862,293$15.87M0.0%+1.2%0.761%
5/6/2026 Bessemer Group Inc.1,001,871$18.43M0.0%N/A0.884%
5/6/2026 Independent Financial Group LLC14,175$261K0.0%N/A0.013%
5/5/2026 Wealthfront Advisers LLC17,269$318K0.0%-15.9%0.015%
5/5/2026 Collaborative Wealth Managment Inc.32,294$594K0.3%-83.2%0.029%
5/5/2026 Nwam LLC59,371$1.09M0.1%+7.4%0.052%
5/4/2026 AMG National Trust Bank25,688$473K0.0%+46.1%0.023%
5/4/2026 Objective Capital Management LLC67,130$1.24M1.2%+40.6%0.059%
5/2/2026 Carnegie Investment Counsel497,028$9.15M0.2%+25.9%0.439%
5/1/2026 Fifth Third Bancorp30,554$562K0.0%N/A0.027%
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5/1/2026 Advisors Management Group Inc. ADV12,231$225K0.0%-14.4%0.011%
4/30/2026 Hegarty Advisors LLC100,740$1.85M1.5%+1.8%0.089%
4/30/2026 Beacon Financial Group37,811$696K0.1%+87.6%0.033%
4/30/2026 Kestra Advisory Services LLC358,305$6.59M0.0%-5.0%0.317%
4/30/2026 First Interstate Bank204,730$3.77M0.2%+14.6%0.181%
4/30/2026 Greenwood Capital Associates LLC125,979$2.32M0.3%+2.8%0.112%
4/29/2026 Duncker Streett & Co. Inc.52,959$974K0.2%-1.5%0.047%
4/29/2026 Avory & Company LLC11,014$203K0.3%N/A0.010%
4/29/2026 Unison Advisors LLC69,644$1.28M0.1%+3.3%0.062%
4/28/2026 Appleton Partners Inc. MA42,309$778K0.1%-23.8%0.037%
4/28/2026 Whittier Trust Co.13,513$250K0.0%-22.5%0.012%
4/28/2026 WBH Advisory Inc.33,915$624K0.0%+16.9%0.030%
4/27/2026 Syntegra Private Wealth Group LLC45,562$838K0.1%+4.4%0.040%
4/27/2026 Plimoth Trust Co. LLC69,538$1.28M0.3%+1.8%0.062%
4/27/2026World Investment Advisors23,024$424K0.0%-7.3%0.020%
4/27/2026 Private Advisor Group LLC130,441$2.40M0.0%-9.4%0.115%
4/27/2026 Sound Income Strategies LLC230,743$4.24M0.2%-4.9%0.204%
4/25/2026 Smithbridge Asset Management Inc. DE31,700$583K0.1%N/A0.028%
4/24/2026 Root Financial Partners LLC2,370$44K0.0%N/A0.002%
4/24/2026 Prospect Financial Services LLC22,255$409K0.2%-27.9%0.020%
4/24/2026 American Institute for Advanced Investment Management LLP37,448$689K0.4%+2.4%0.033%
4/23/2026 Traub Capital Management LLC87,135$1.60M1.6%-19.2%0.077%
4/23/2026 Apollon Financial LLC41,975$772K0.1%-10.6%0.037%
4/22/2026 MeadowBrook Investment Advisors LLC6,455$119K0.1%-16.1%0.006%
4/22/2026 Janney Montgomery Scott LLC109,350$2.01M0.0%+65.3%0.097%
4/21/2026 Columbus Macro LLC919,406$16.92M1.8%+22.3%0.815%
4/21/2026 Independent Wealth Network Inc.10,551$194K0.1%N/A0.009%
4/21/2026 Grey Ledge Advisors LLC58,360$1.07M0.2%-21.5%0.052%
4/20/2026 Kestra Private Wealth Services LLC10,585$195K0.0%N/A0.009%
4/20/2026 Breakwater Capital Group10,794$199K0.0%N/A0.010%
4/20/2026 Apella Capital LLC283,436$5.37M0.1%-3.8%0.251%
4/18/2026 CENTRAL TRUST Co42,935$790K0.0%+23.3%0.038%
4/17/2026 Webster Bank N. A.29,870$550K0.1%+3,294.3%0.026%
4/16/2026 Prairiewood Capital LLC402,800$7.41M2.1%+4.2%0.357%
3/17/2026Rockefeller Capital Management L.P.61,069$1.16M0.0%+37.8%0.052%
3/13/2026World Investment Advisors24,849$470K0.0%N/A0.021%
3/9/2026 Corient Private Wealth LLC27,537$522K0.0%-2.4%0.024%
3/4/2026AG Campbell Advisory LLC2,655$50K0.0%N/A0.002%
3/4/2026 SHP Wealth Management4,959$94K0.0%N/A0.004%
3/3/2026 WMS Group LLC10,000$189K0.2%N/A0.009%
2/20/2026Sunbelt Securities Inc.12,386$234K0.0%-17.6%0.011%
2/19/2026 Birchwood Financial Partners Inc.2,118$40K0.0%N/A0.002%
2/19/2026 Corient Private Wealth LLC27,537$522K0.0%-2.4%0.024%
2/18/2026Note Advisors LLC145,184$2.84M1.3%+6.8%0.124%
2/18/2026 Mercer Global Advisors Inc. ADV1,401,424$26.50M0.0%-10.6%1.202%
2/18/2026 First Citizens Bank & Trust Co.33,470$633K0.0%+27.9%0.029%
2/18/2026 NewEdge Advisors LLC85,403$1.62M0.0%-42.7%0.073%
2/18/2026 Quadrature Capital Ltd51,906$982K0.0%+321.8%0.045%
2/18/2026IHT Wealth Management LLC23,143$438K0.0%+13.7%0.020%
2/18/2026Gotham Asset Management LLC24,836$470K0.0%+8.0%0.021%
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2/17/2026 Cetera Investment Advisers1,071,447$20.26M0.0%+81.4%0.919%
2/17/2026Equitable Holdings Inc.77,117$1.46M0.0%-20.9%0.066%
2/17/2026Osaic Holdings Inc.129,033$2.44M0.0%-38.7%0.111%
2/17/2026 Advisory Services Network LLC161,811$3.06M0.0%+762.8%0.139%
2/17/2026 Private Advisor Group LLC143,920$2.72M0.0%+20.4%0.123%
2/17/2026Captrust Financial Advisors14,417$273K0.0%+4.2%0.012%
2/17/2026&PARTNERS136,375$2.58M0.0%-15.4%0.117%
2/17/2026Royal Bank of Canada722,819$13.67M0.0%+13.9%0.620%
2/17/2026Abound Financial LLC2,712$51K0.0%N/A0.002%
2/16/2026 WealthTrust Axiom LLC327,067$6.19M1.6%+23.0%0.280%


PFFD Institutional Ownership - Frequently Asked Questions

During the previous two years, 311 institutional investors and hedge funds held shares of Global X U.S. Preferred ETF. The most heavily invested institutionals were Orgel Wealth Management LLC ($139.37M), Bank of America Corp DE ($97.63M), LPL Financial LLC ($72.71M), Global X Japan Co. Ltd. ($67.70M), Morgan Stanley ($56.13M), Wells Fargo & Company MN ($50.61M), and New York Life Investment Management LLC ($32.02M).Learn more on Global X U.S. Preferred ETF's institutional investors.

Of the 262 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 ($7.57M), Raymond James Financial Inc. ($2.08M), LPL Financial LLC ($2.01M), New York Life Investment Management LLC ($1.57M), Mercer Global Advisors Inc. ADV ($1.57M), Cetera Investment Advisers ($1.21M), and Flaharty Asset Management LLC ($1.20M).

Institutional investors have bought a total of 13,038,621 shares in the last 24 months. This purchase volume represents approximately $248.60M in transactions.

Of the 119 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: Morgan Stanley ($1.49M), Bank of America Corp DE ($1.45M), Flaharty Asset Management LLC ($1.05M), Modern Wealth Management LLC ($544.79K), BNP Paribas Financial Markets ($527.02K), Trinity Legacy Partners LLC ($416.48K), and UBS Group AG ($367.80K).

Institutional investors have sold a total of 9,566,021 shares in the last 24 months. This volume of shares sold represents approximately $180.93M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:PFFD is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/12/2026. New 13F filings are added each quarter as they're published.
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