Free Trial
→ Your $29.97 book is free today (From Profits Run) (Ad)tc pixel Free PFFD Stock Alerts

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

Global X U.S. Preferred ETF logo
$18.95 +0.04 (+0.21%)
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)
182
Total
Institutional Inflows
(last 12 months)
$457.51M
Number of
Institutional Sellers
(last 12 months)
143
Total
Institutional Outflows
(last 12 months)
$217.63M
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
5/5/2026Collaborative 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%
3/17/2026Rockefeller 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%
3/9/2026Corient Private Wealth LLC27,537$522K0.0%-2.4%0.024%
3/4/2026AG Campbell Advisory LLC2,655$50K0.0%N/A0.002%
3/4/2026SHP 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%
2/19/2026Birchwood Financial Partners Inc.2,118$40K0.0%N/A0.002%
2/19/2026Corient Private Wealth LLC27,537$522K0.0%-2.4%0.024%
2/18/2026Note Advisors LLC145,184$2.84M1.3%+6.8%0.124%
2/18/2026Mercer Global Advisors Inc. ADV1,401,424$26.50M0.0%-10.6%1.202%
2/18/2026First Citizens Bank & Trust Co.33,470$633K0.0%+27.9%0.029%
2/18/2026NewEdge Advisors LLC85,403$1.62M0.0%-42.7%0.073%
2/18/2026Quadrature 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%
2/17/2026Cetera 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%
2/17/2026Advisory 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%
2/17/2026 Abound Financial LLC2,712$51K0.0%N/A0.002%
2/16/2026WealthTrust Axiom LLC327,067$6.19M1.6%+23.0%0.280%
2/16/2026 MML Investors Services LLC470,691$8.90M0.0%+7.0%0.404%
2/16/2026Mariner LLC61,838$1.17M0.0%-42.1%0.053%
2/16/2026 FF Advisors LLC120,569$2.28M1.0%+31.6%0.103%
2/16/202610Elms LLP23,010$435K0.4%N/A0.020%
2/16/2026Atlas Capital Advisors Inc.7,453$141K0.0%N/A0.006%
2/13/2026CreativeOne Wealth LLC75,016$1.42M0.0%+9.9%0.064%
2/13/2026 Kestra Advisory Services LLC377,162$7.13M0.0%+6.1%0.323%
2/13/2026Inspire Advisors LLC14,857$281K0.0%-23.4%0.013%
2/13/2026Segall Bryant & Hamill LLC24,599$465K0.0%-4.8%0.021%
2/13/2026Stifel Financial Corp19,591$370K0.0%-6.3%0.017%
2/13/2026Morgan Stanley2,968,352$56.13M0.0%-33.4%2.545%
2/13/2026 Golden State Wealth Management LLC6,358$120K0.0%-12.9%0.005%
2/13/2026Wells Fargo & Company MN2,676,222$50.61M0.0%-0.6%2.295%
2/13/2026Gerber Kawasaki Wealth & Investment Management131,539$2.49M0.1%-14.3%0.113%
2/13/2026Summit Financial LLC128,302$2.44M0.0%-2.8%0.110%
2/12/2026Jane Street Group LLC52,359$990K0.0%N/A0.045%
2/12/2026HRT Financial LP11,655$220K0.0%N/A0.010%
2/12/2026Cibc World Markets Corp104,538$1.98M0.0%N/A0.090%
2/12/2026Triumph Capital Management45,350$858K0.2%-3.3%0.039%
2/12/2026 Commonwealth Equity Services LLC55,398$1.05M0.0%-2.4%0.047%
2/12/2026Renaissance Technologies LLC16,890$319K0.0%N/A0.014%
2/12/2026Steward Partners Investment Advisory LLC668,076$12.63M0.1%+1.2%0.573%
2/12/2026Bank of Montreal Can1,937$37K0.0%+72.9%0.002%
2/12/2026 WealthPLAN Partners LLC11,281$213K0.0%N/A0.010%
2/12/2026Principal Securities Inc.79,383$1.50M0.0%+3.4%0.068%
2/12/2026Great Valley Advisor Group Inc.135,920$2.57M0.0%-5.7%0.117%
2/11/2026 Janney Montgomery Scott LLC66,139$1.25M0.0%+4.4%0.057%
2/11/2026Alteri Wealth LLC53,454$1.01M0.3%+1.5%0.046%
2/11/2026LPL Financial LLC3,845,274$72.71M0.0%-8.1%3.297%
2/11/2026 Continuum Advisory LLC32,836$621K0.1%-5.1%0.028%
2/10/2026 Evolution Wealth Management Inc.1,976$37K0.0%-57.4%0.002%
2/10/2026Lido Advisors LLC1,525,258$29.62M0.1%-1.3%1.308%
2/10/2026WCG Wealth Advisors LLC19,386$367K0.0%-4.3%0.017%
2/10/2026 Syntegra Private Wealth Group LLC43,651$825K0.1%-3.1%0.037%


PFFD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PFFD shares?

During the previous two years, 318 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 ($110.89M), 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.

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

Of the 269 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 ($7.75M), LPL Financial LLC ($2.67M), Raymond James Financial Inc. ($2.08M), New York Life Investment Management LLC ($1.57M), Mercer Global Advisors Inc. ADV ($1.57M), Global X Japan Co. Ltd. ($1.44M), and Cetera Investment Advisers ($1.31M).

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

Institutional investors have bought a total of 24,071,337 shares in the last 24 months. This purchase volume represents approximately $457.51M in transactions.

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

Of the 143 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: LPL Financial LLC ($2.86M), Morgan Stanley ($1.49M), Bank of America Corp DE ($738.95K), Modern Wealth Management LLC ($565.41K), BNP Paribas Financial Markets ($527.02K), Trinity Legacy Partners LLC ($418.16K), and Collaborative Wealth Managment Inc. ($382.54K).

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

Institutional investors have sold a total of 11,456,590 shares in the last 24 months. This volume of shares sold represents approximately $217.63M in transactions.


Related Companies

This page (NYSEARCA:PFFD) was last updated on 5/5/2026 by MarketBeat.com Staff.
From Our Partners
Iran's New Leader Just Said Something That Should Terrify Every American
Iran's Supreme Leader has declared the Strait of Hormuz closed as leverage against the U.S. - and with 40% of ...
American Alternative | Sponsoredtc pixel
Your book attached
Your Download Link (Expiring) If you still haven't downloaded the free Simple Options Trading For Beginners...
Profits Run | Sponsoredtc pixel
My feud with Zohran Mamdani
Emmy-winning analyst releases his next big story Whitney Tilson shocked the nation on 60 Minutes when he ac...
Stansberry Research | Sponsoredtc pixel
The $1.75T "Backdoor" ticker (NOT Starlink)
When the SpaceX IPO launches, most investors will already be too late. The real opportunity isn't the IPO itse...
Behind the Markets | Sponsoredtc pixel
Sell 99% of Your Stocks, Do THIS Instead…
Millionaire Trader Exposes: "The Single Stock Income Plan" With over 6,000 stocks on the market to choose ...
The Oxford Club | Sponsoredtc pixel
Trade this between 9:30 and 10:45 am EST
The first 75 minutes of the trading day may be the most overlooked window for consistent opportunities.If you ...
Base Camp Trading | 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
Elon Unveils AI Passive Income Stream for Millions of Americans
During Tesla's last earnings call, Elon Musk outlined a new AI-driven approach he says could generate $30,000-...
InvestorPlace | Sponsoredtc pixel