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

Global X U.S. Preferred ETF logo
$16.66 -0.23 (-1.36%)
Closing price 04:10 PM Eastern
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$16.68 +0.02 (+0.10%)
As of 07:30 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)
162
Total
Institutional Inflows
(last 12 months)
$309.26M
Number of
Institutional Sellers
(last 12 months)
105
Total
Institutional Outflows
(last 12 months)
$162.07M
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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
11/12/2026Texas Yale Capital Corp.294,320$5.18M0.1%N/A0.268%
11/12/2026Whittier Trust Co.13,165$230K0.0%-37.3%0.012%
11/11/2026 Advisors Asset Management Inc.1,882$33K0.0%N/A0.002%
11/11/2026 WealthTrust Axiom LLC301,155$5.30M1.2%N/A0.274%
11/11/2026 Private Advisor Group LLC207,627$3.65M0.0%N/A0.189%
11/11/2026 Alpha Financial Partners LLC84,599$1.49M0.8%+12.1%0.077%
11/10/2026 Global Retirement Partners LLC160,846$2.83M0.0%-1.9%0.146%
11/10/2026 Cibc World Market Inc.86,600$1.52M0.0%N/A0.079%
11/10/2026 Western Wealth Management LLC24,841$437K0.0%+3.1%0.023%
11/9/2026 Bessemer Group Inc.1,001,871$17.63M0.0%N/A0.911%
11/9/2026 Harbour Investments Inc.9,741$171K0.0%N/A0.009%
11/9/2026 FDx Advisors Inc.10,065$177K0.1%N/A0.009%
11/9/2026 Traub Capital Management LLC60,424$1.06M0.9%-27.4%0.055%
11/9/2026 Nelson Capital Management LLC10,329$182K0.0%N/A0.009%
11/7/2026 MSH Capital Advisors LLC27,418$483K0.1%-4.4%0.025%
11/6/2026 10Elms LLP31,030$546K0.2%+6.7%0.029%
11/6/2026 Allworth Financial LP16,446$307K0.0%-13.8%0.015%
11/6/2026 Collaborative Wealth Managment Inc.19,502$343K0.1%-14.6%0.018%
11/6/2026 Austin Wealth Management LLC49,891$872K0.2%+7.4%0.046%
11/6/2026 CENTRAL TRUST Co34,115$600K0.0%N/A0.032%
11/6/2026 Fifth Third Bancorp33,154$584K0.0%-39.3%0.031%
11/6/2026 FDx Advisors Inc.10,065$177K0.1%N/A0.009%
11/5/2026 AMG National Trust Bank17,588$310K0.0%N/A0.016%
11/5/2026 Lido Advisors LLC1,869,239$32.90M0.1%N/A1.734%
11/4/2026 New York Life Investment Management LLC1,629,610$28.68M0.2%+15.9%1.511%
11/4/2026 Simplex Trading LLC2,587$46K0.0%N/A0.002%
11/4/2026 Kestra Investment Management LLC30,113$530K0.0%-44.0%0.028%
11/3/2026 StoneX Group Inc.18,027$320K0.0%N/A0.017%
11/2/2026 Westside Investment Management Inc.24,050$423K0.1%N/A0.022%
11/2/2026 Kestra Advisory Services LLC357,226$6.29M0.0%-0.2%0.331%
10/30/2026 Gerber Kawasaki Wealth & Investment Management41,934$738K0.0%-12.1%0.039%
10/29/2026 MeadowBrook Investment Advisors LLC4,570$79K0.1%N/A0.004%
10/29/2026 Mirae Asset Global Investments Co. Ltd.35,000$616K0.0%N/A0.032%
10/29/2026 Unison Advisors LLC79,655$1.40M0.1%+5.1%0.074%
10/28/2026 Cornerstone Wealth LLC TN12,291$211K0.1%-25.3%0.011%
10/27/2026 Conning Inc.580,200$10.21M0.3%N/A0.538%
10/27/2026 Ashton Thomas Securities LLC12,820$226K0.0%N/A0.012%
10/26/2026 Tiller Private Wealth Inc.1,071,515$18.86M5.9%+2.8%0.993%
10/26/2026 Park Avenue Securities LLC261,184$4.60M0.0%N/A0.242%
10/26/2026 Plimoth Trust Co. LLC71,849$1.27M0.2%+2.2%0.067%
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10/24/2026 First Interstate Bank271,170$4.77M0.3%-77.9%0.251%
10/24/2026 Sigma Planning Corp10,300$181K0.0%N/A0.010%
10/23/2026 Citizens Financial Group Inc. RI20,200$356K0.0%N/A0.019%
10/23/2026 Madrona Financial Services LLC12,583$221K0.0%N/A0.012%
10/22/2026 NBT Bank N.A.10,000$176K0.0%N/A0.009%
10/22/2026 Aire Advisors LLC387,709$6.82M1.1%+7.1%0.338%
10/21/2026 Albion Financial Group UT9,154$161K0.0%N/A0.008%
10/21/2026 Fifth Third Securities Inc.205,444$3.62M0.2%N/A0.179%
10/21/2026 Eagle Harbor Asset Management Inc. ADV267,935$4.72M3.5%N/A0.234%
10/21/2026 Carnegie Investment Counsel312,255$5.50M0.1%N/A0.272%
10/20/2026 Hegarty Advisors LLC109,388$1.93M1.2%+5.4%0.095%
10/20/2026 Smithbridge Asset Management Inc. DE28,530$502K0.1%N/A0.025%
10/17/2026 Robertson Stephens Wealth Management LLC135,050$2.38M0.1%-5.8%0.118%
10/17/2026 AlphaStar Capital Management LLC1,065,601$18.76M1.1%N/A0.930%
10/16/2026 Prairiewood Capital LLC434,814$7.65M1.9%+9.4%0.380%
10/16/2026 Activest Wealth Management19,974$352K0.1%-13.1%0.017%
10/15/2026 WealthPlan Investment Management LLC10,848$191K0.0%-87.6%0.009%
10/15/2026 Orgel Wealth Management LLC6,927,424$121.92M2.3%+1.5%6.050%
10/14/2026 Triumph Capital Management51,541$907K0.2%+1.5%0.045%
10/14/2026 First Citizens Bank & Trust Co.33,189$584K0.0%N/A0.029%
10/14/2026 Focus Financial Network Inc.13,748$242K0.0%-7.0%0.012%
10/14/2026 RHS Financial LLC12,568$221K0.1%N/A0.011%
10/13/2026 David Kennon Inc32,570$573K0.2%-12.1%0.028%
10/13/2026 Avior Wealth Management LLC28,915$509K0.0%N/A0.025%
10/10/2026 HF Advisory Group LLC10,194$179K0.0%N/A0.009%
10/9/2026 Sound Income Strategies LLC221,221$3.87M0.1%-2.1%0.192%
10/8/2026 Farther Finance Advisors LLC38,772$682K0.0%+13.2%0.034%
10/8/2026 Adams Asset Advisors LLC43,530$766K0.1%N/A0.038%
10/8/2026 Apella Capital LLC176,502$3.09M0.0%-32.3%0.153%
10/7/2026 Investors Research Corp62,527$1.10M0.2%-3.9%0.052%
10/5/2026 Eastern Bank22,500$396K0.0%N/A0.019%
10/5/2026 Collective Family Office LLC452,478$7.96M1.7%-41.8%0.376%
9/23/2026Envestnet Portfolio Solutions Inc.46,730$873K0.0%+14.5%0.040%
9/23/2026Envestnet Asset Management Inc.2,522,498$47.15M0.0%+12.1%2.159%
9/9/2026 Plimoth Trust Co. LLC70,279$1.31M0.3%+1.1%0.060%
9/9/2026Integrated Wealth Concepts LLC3,343$62K0.0%N/A0.003%
9/9/2026NewEdge Advisors LLC72,124$1.35M0.0%-4.1%0.062%
9/9/2026Baird Financial Group Inc.179,600$3.36M0.0%-1.1%0.154%
9/8/2026Waverly Advisors LLC138,526$2.59M0.0%+22.4%0.119%
8/27/2026Corient 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%
8/22/2026Timbuktu Capital Management LLC7,200$135K0.2%N/A0.006%
8/22/2026 Invested Advisors18,844$352K0.3%+14.8%0.016%
8/21/2026Continuum 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%
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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%


PFFD Institutional Ownership - Frequently Asked Questions

During the previous two years, 320 institutional investors and hedge funds held shares of Global X U.S. Preferred ETF. The most heavily invested institutionals were Orgel Wealth Management LLC ($121.92M), 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 Envestnet Asset Management Inc. ($47.15M).Learn more on Global X U.S. Preferred ETF's institutional investors.

Of the 270 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 ($7.47M), Lido Advisors LLC ($2.34M), Raymond James Financial Inc. ($2.08M), Bessemer Group Inc. ($2.00M), New York Life Investment Management LLC ($1.79M), Mercer Global Advisors Inc. ADV ($1.57M), and AlphaStar Capital Management LLC ($1.28M).

Institutional investors have bought a total of 16,856,487 shares in the last 24 months. This purchase volume represents approximately $309.26M in transactions.

Of the 104 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), First Interstate Bank ($956.10K), Bank of America Corp DE ($706.14K), Trinity Legacy Partners LLC ($416.48K), UBS Group AG ($367.80K), and BNP Paribas Financial Markets ($338.50K).

Institutional investors have sold a total of 8,704,960 shares in the last 24 months. This volume of shares sold represents approximately $162.07M 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 11/12/2026. New 13F filings are added each quarter as they're published.
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