Global X US Preferred ETFPFFDETF
13F holders, Q2 2026 (June 30)281holders −2
22new positions
27sold out
3famous investors
$18.69avg. 13F price*
At the end of Q2 2026, 281 institutions reported holding Global X US Preferred ETF (PFFD) in their 13F filings, down 2 from Q1 2026. 22 opened new positions and 27 sold out. The largest holders were Orgel Wealth Management, LLC ($127.6M), Bank of America Corp. ($95.0M) and LPL Financial LLC ($63.5M). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Global X US Preferred ETF
- CUSIP
- 37954Y657
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $46.5M |
| Exits | 27 | $13.7M |
All 13F filers, Q1 2026 → Q2 2026: 5,555,273 shares bought and 5,285,053 shares sold, net +270,220 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 281 holders
| Orgel Wealth Management, LLC | 2.42% | Reduce -3.1% | 6,826,192 | $127.6M |
| Bank of America Corp. | 0.01% | Reduce -4.2% | 5,082,251 | $95.0M |
| LPL Financial LLC | 0.01% | Reduce -5.8% | 3,399,971 | $63.5M |
| Global X Japan Co., Ltd. | 2.26% | Reduce -3.9% | 3,283,546 | $61.4M |
| Morgan Stanley | 0.00% | Reduce -2.3% | 2,797,268 | $52.3M |
| Wells Fargo & Company | 0.01% | Reduce -1.3% | 2,526,830 | $47.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +12.1% | 2,522,498 | $47.1M |
| Lido Advisors, LLC | 0.12% | Add +5.1% | 1,726,148 | $32.3M |
| FUKOKU MUTUAL LIFE INSURANCE Co | 1.69% | No change | 1,551,000 | $29.0M |
| Cetera Investment Advisers | 0.03% | Add +17.4% | 1,472,675 | $27.5M |
| New York Life Investment Management LLC | 0.18% | Add +4.7% | 1,387,155 | $25.9M |
| State of Wisconsin - Board of Commissioners of Public Lands | 16.41% | No change | 1,341,305 | $25.1M |
| Sei Investments Co. | 0.02% | Add +13.6% | 1,269,010 | $23.7M |
| Rational Advisors, Inc. | 2.28% | Add +1.0% | 1,262,475 | $23.6M |
| Columbus Macro, LLC | 2.04% | Add +22.0% | 1,121,532 | $21.0M |
| Creative Planning | 0.01% | Add +6.5% | 1,106,347 | $20.7M |
| Modern Wealth Management, LLC | 0.24% | New | 1,087,805 | $20.3M |
| Tiller Private Wealth, Inc. | 6.10% | Add +5.3% | 1,042,759 | $19.5M |
| Bessemer Group Inc. | 0.03% | No change | 1,001,871 | $18.7M |
| Assetmark, Inc. | 0.03% | Add +9.4% | 943,083 | $17.6M |
| MAI Capital Management | 0.06% | Add +18.7% | 854,288 | $16.0M |
| Collective Family Office LLC | 2.97% | Add +11.5% | 777,208 | $14.5M |
| Steward Partners Investment Advisory, LLC | 0.07% | Add +4.8% | 718,622 | $13.4M |
| Raymond James Financial Inc. | 0.00% | Add +17.7% | 665,418 | $12.4M |
| UBS Group AG | 0.00% | Reduce -1.8% | 663,805 | $12.4M |
| MML Investors Services, LLC | 0.02% | Add +54.0% | 640,241 | $12.0M |
| Naples Global Advisors, LLC | 0.73% | Add +6.8% | 632,112 | $11.8M |
| Ocean Park Asset Management, LLC | 0.54% | New | 605,218 | $11.3M |
| Exchange Traded Concepts, LLC | 0.06% | New | 605,218 | $11.3M |
| Conning Inc. | 0.34% | No change | 580,200 | $10.8M |
| Royal Bank of Canada | 0.00% | Reduce -0.6% | 571,981 | $10.7M |
| Carnegie Investment Counsel | 0.20% | Add +7.4% | 533,633 | $10.0M |
| AlphaStar Capital Management, LLC | 0.59% | Add +29.7% | 496,591 | $9.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +8.1% | 476,029 | $8.9M |
| Prairiewood Capital, LLC | 1.93% | Reduce -1.3% | 397,610 | $7.4M |
| Ameriprise Financial Inc. | 0.00% | Add +4.7% | 394,586 | $7.4M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -57.6% | 365,711 | $6.8M |
| Aire Advisors, LLC | 1.10% | Add +3.8% | 362,142 | $6.8M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -0.1% | 357,909 | $6.7M |
| Texas Yale Capital Corp. | 0.14% | Reduce -4.2% | 336,642 | $6.3M |
| Plan Group Financial, LLC | 1.27% | Add +6.6% | 327,939 | $6.1M |
| WealthTrust Axiom LLC | 1.34% | Reduce -2.4% | 321,568 | $6.0M |
| First Interstate Bank | 0.31% | Add +57.0% | 321,320 | $6.0M |
| Thrivent Financial for Lutherans | 0.01% | Add +7.7% | 317,639 | $5.9M |
| Park Avenue Securities LLC | 0.03% | Reduce -13.8% | 290,163 | $5.4M |
| SWS Partners | 1.13% | Reduce -11.3% | 278,848 | $5.2M |
| HighTower Advisors, LLC | 0.00% | Add +14.1% | 265,582 | $5.0M |
| BNP Paribas Financial Markets | 0.00% | Reduce -14.1% | 262,359 | $4.9M |
| Apella Capital, LLC | 0.07% | Reduce -8.0% | 260,807 | $4.9M |
| Eagle Harbor Asset Management Inc. | 3.74% | Add +0.6% | 254,947 | $4.8M |
| Sound Income Strategies, LLC | 0.19% | Reduce -2.0% | 226,017 | $4.2M |
| Osaic Holdings, Inc. | 0.00% | Add +14.4% | 209,229 | $3.9M |
| Cibc World Market Inc. | 0.01% | Add +138.1% | 206,182 | $3.9M |
| Fifth Third Securities, Inc. | 0.21% | Add +1.3% | 197,434 | $3.7M |
| SBI Securities Co., Ltd. | 0.08% | Reduce -0.6% | 181,285 | $3.4M |
| Baird Financial Group, Inc. | 0.00% | Reduce -1.1% | 179,600 | $3.4M |
| Advisory Services Network, LLC | 0.04% | Reduce -0.3% | 171,917 | $3.2M |
| Private Advisor Group, LLC | 0.01% | Add +26.0% | 164,315 | $3.1M |
| Global Retirement Partners, LLC | 0.05% | — | 163,943 | $3.1M |
| Merit Financial Group, LLC | 0.02% | Add +413.7% | 163,454 | $3.1M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +35.5% | 156,935 | $2.9M |
| Great Valley Advisor Group, Inc. | 0.05% | Add +28.7% | 155,676 | $2.9M |
| AlphaCore Capital LLC | 0.05% | Reduce -3.3% | 152,556 | $2.9M |
| &partners | 0.01% | Reduce -8.2% | 147,447 | $2.8M |
| Robertson Stephens Wealth Management, LLC | 0.07% | Reduce -6.0% | 143,356 | $2.7M |
| Waverly Advisors, LLC | 0.01% | Add +22.4% | 138,526 | $2.6M |
| FF Advisors,LLC | 0.93% | Add +5.1% | 132,940 | $2.5M |
| Greenwood Capital Associates LLC | 0.24% | Add +4.1% | 131,142 | $2.5M |
| Summit Financial, LLC | 0.03% | Reduce -1.1% | 130,478 | $2.4M |
| Gladstone Institutional Advisory LLC | 0.07% | Reduce -2.3% | 122,640 | $2.3M |
| Crews Bank & Trust | 0.30% | Add +1.9% | 121,730 | $2.3M |
| CIBC Bancorp USA Inc. | 0.00% | Add +3.2% | 116,972 | $2.2M |
| Trajan Wealth LLC | 0.08% | Add +1.6% | 115,289 | $2.2M |
| Janney Montgomery Scott LLC | 0.00% | Add +5.0% | 114,772 | $2.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -22.1% | 109,711 | $2.0M |
| Hegarty Advisors, LLC | 1.33% | Add +3.0% | 103,750 | $1.9M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +3.8% | 102,380 | $1.9M |
| Cyndeo Wealth Partners, LLC | 0.09% | Add +0.6% | 98,738 | $1.8M |
| Flaharty Asset Management, LLC | 2.60% | Reduce -91.5% | 97,614 | $1.8M |
| Principal Securities, Inc. | 0.02% | Add +14.2% | 92,115 | $1.7M |
| Equitable Holdings, Inc. | 0.01% | Reduce -0.7% | 89,919 | $1.7M |
| Prepared Retirement Institute LLC | 0.71% | Reduce -0.7% | 89,174 | $1.7M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +18.3% | 88,575 | $1.7M |
| WealthPlan Investment Management, LLC | 0.08% | Reduce -38.8% | 87,368 | $1.6M |
| Traub Capital Management LLC | 1.39% | Reduce -4.5% | 83,224 | $1.6M |
| Citadel Advisors | 0.00% | Add +255.7% | 80,508 | $1.5M |
| Rockefeller Capital Management L.P. | 0.00% | Add +33.9% | 79,865 | $1.5M |
| Vestmark Advisory Solutions, Inc. | 0.01% | No change | 79,595 | $1.5M |
| Webster Bank, N. A. | 0.13% | Add +160.3% | 77,749 | $1.5M |
| Advisors Capital Management, LLC | 0.02% | Add +3.4% | 77,076 | $1.4M |
| Unison Advisors LLC | 0.10% | Add +8.8% | 75,808 | $1.4M |
| Alpha Financial Partners LLC | 0.74% | New | 75,479 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | Reduce -95.3% | 74,861 | $1.4M |
| Objective Capital Management, LLC | 1.24% | Add +11.2% | 74,650 | $1.4M |
| NewEdge Advisors, LLC | 0.00% | Reduce -4.1% | 72,124 | $1.3M |
| CreativeOne Wealth, LLC | 0.03% | Reduce -8.3% | 71,159 | $1.3M |
| Eagle Strategies LLC | 0.13% | Reduce -11.2% | 70,811 | $1.3M |
| Plimoth Trust Co. LLC | 0.26% | Add +1.1% | 70,279 | $1.3M |
| Investors Research Corp | 0.22% | Reduce -6.4% | 65,076 | $1.2M |
| Nwam LLC | 0.06% | Add +8.4% | 64,344 | $1.2M |
"% of holder's portfolio" is PFFD's weight in each manager's 13F, not the share of Global X US Preferred ETF the manager owns.