Go Pro
→ Trump's New Dollar (From Porter & Company) (Ad)tc pixel Free PFFD Stock Alerts

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

Global X U.S. Preferred ETF logo
$18.23 +0.09 (+0.50%)
As of 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
150
Total
Institutional Inflows
(last 12 months)
$245.68M
Number of
Institutional Sellers
(last 12 months)
118
Total
Institutional Outflows
(last 12 months)
$156.99M
Get PFFD Insider Trade Alerts

Want to know when executives and insiders are buying or selling Global X U.S. Preferred ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

PFFD Institutional Buying and Selling by Quarter

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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/27/2026 Corient Private Wealth LP25,841$483K0.0%N/A0.022%
8/22/2026 Compass Financial Management LLC1,900$36K0.0%N/A0.002%
8/22/2026 Markowski Investments1,594$30K0.0%N/A0.001%
8/22/2026 Timbuktu Capital Management LLC7,200$135K0.2%N/A0.006%
8/22/2026 Invested Advisors18,844$352K0.3%+14.8%0.016%
8/21/2026 Continuum Advisory LLC1,913$36K0.0%N/A0.002%
8/21/2026 Triumph Capital Management50,783$949K0.2%+8.1%0.044%
8/20/2026 Nwam LLC64,344$1.20M0.1%+8.4%0.055%
8/20/2026 Orgel Wealth Management LLC6,826,192$127.58M2.4%-3.1%5.859%
8/20/2026 Greenleaf Trust5,611$368K0.0%N/A0.005%
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%
6/18/2026 Western Wealth Management LLC24,082$443K0.0%-2.9%0.021%
6/3/2026 NewEdge Advisors LLC75,195$1.38M0.0%-12.0%0.066%
6/2/2026 Blue 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%
5/19/2026 Western Wealth Management LLC24,082$443K0.0%-2.9%0.021%
5/19/2026 Cornerstone Wealth LLC TN20,201$384K0.2%N/A0.018%
5/19/2026 Bank of America Corp DE5,305,892$97.63M0.0%-11.7%4.683%
5/19/2026 Centaurus 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%
5/18/2026 Royal Bank of Canada575,448$10.59M0.0%-20.4%0.508%
5/15/2026 Gateway Wealth Partners LLC18,712$344K0.0%N/A0.017%
5/15/2026 Waverly Advisors LLC113,136$2.08M0.0%+18.4%0.100%
5/14/2026 Sei 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%
5/6/2026 Aire Advisors LLC348,970$6.42M1.2%+4.8%0.308%
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid (Ad)

A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from collapsing — and billionaire Sam Altman is now an investor. This under-the-radar firm is drawing serious attention from those watching the energy infrastructure space closely.tc pixel

Click here to learn this company's name for free today
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%
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%
4/27/2026 World 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%
3/17/2026 Rockefeller Capital Management L.P.61,069$1.16M0.0%+37.8%0.052%
3/13/2026 World 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%
The end may be near for these iconic stocks (Ad)

Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are triggering a historic wealth transfer already underway in 2026. Household names like Intuit (-57%), Boston Scientific (-49%), and Tractor Supply (-40%) are cratering, while lesser-known companies like Sandisk (+573%) and Rackspace (+444%) surge. Chaikin has identified specific stocks he believes investors should sell before they fall further - and the names may surprise you. He's also pinpointing a company tapped as Nvidia's self-driving partner and a potential AI megadeal that could split into three high-growth stocks. Stream his free presentation to get every buy and sell recommendation with no membership or credit card required.tc pixel

Watch Marc Chaikin's free presentation and get his full buy-and-sell list today
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%
2/18/2026 Note 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%
2/18/2026 IHT Wealth Management LLC23,143$438K0.0%+13.7%0.020%
2/18/2026 Gotham Asset Management LLC24,836$470K0.0%+8.0%0.021%


PFFD Institutional Ownership - Frequently Asked Questions

During the previous two years, 315 institutional investors and hedge funds held shares of Global X U.S. Preferred ETF. The most heavily invested institutionals were Orgel Wealth Management LLC ($127.58M), 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 266 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), Flaharty Asset Management LLC ($1.20M), and Ocean Park Asset Management LLC ($1.17M).

Institutional investors have bought a total of 12,883,964 shares in the last 24 months. This purchase volume represents approximately $245.68M in transactions.

Of the 118 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), Flaharty Asset Management LLC ($1.05M), Bank of America Corp DE ($706.14K), Trinity Legacy Partners LLC ($416.48K), UBS Group AG ($367.80K), BNP Paribas Financial Markets ($338.50K), and LPL Financial LLC ($338.01K).

Institutional investors have sold a total of 8,296,372 shares in the last 24 months. This volume of shares sold represents approximately $156.99M 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 8/27/2026. New 13F filings are added each quarter as they're published.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
The $15 Gold Fund That Pays Up to $1,152/Month
Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying...
Investors Alley | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
My top 3 AI picks for the next decade
Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up A...
The Oxford Club | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel