Global X US Preferred ETFPFFDETF
13F holders, Q1 2024 (March 31)254holders
2famous investors
$20.13avg. 13F price*
At the end of Q1 2024, 254 institutions reported holding Global X US Preferred ETF (PFFD) in their 13F filings. The largest holders were LPL Financial LLC ($111.5M), Wells Fargo & Company ($110.5M) and Morgan Stanley ($95.5M). 2 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $18.5M |
| Exits | 37 | $38.7M |
Ownership 254 holders
| LPL Financial LLC | 0.06% | Add +20.6% | 5,529,810 | $111.5M |
| Wells Fargo & Company | 0.03% | Reduce -2.3% | 5,482,032 | $110.5M |
| Morgan Stanley | 0.01% | Add +22.6% | 4,739,069 | $95.5M |
| Bank of America Corp. | 0.01% | Reduce -20.7% | 4,457,635 | $89.9M |
| Global X Japan Co., Ltd. | 8.72% | No change | 2,098,350 | $41.0M |
| Orgel Wealth Management, LLC | 1.03% | Add +5.5% | 1,854,415 | $37.4M |
| Rational Advisors, Inc. | 2.97% | Reduce -30.8% | 1,550,666 | $31.3M |
| Cwm, LLC | 0.14% | Reduce -0.6% | 1,407,946 | $28.4M |
| State of Wisconsin - Board of Commissioners of Public Lands | 6.43% | No change | 1,341,305 | $27.0M |
| Ratio Wealth Group | 4.66% | Add +5.8% | 1,240,179 | $25.0M |
| Envestnet Asset Management Inc. | 0.01% | Add +5.1% | 1,051,552 | $21.2M |
| Lido Advisors, LLC | 0.19% | Add +4.5% | 1,030,938 | $20.8M |
| Full Sail Capital, LLC | 1.38% | Add +7.2% | 982,521 | $19.8M |
| Assetmark, Inc. | 0.06% | Add +10.9% | 963,707 | $19.4M |
| Flaharty Asset Management, LLC | 2.84% | Reduce -26.4% | 948,207 | $19.1M |
| Creative Planning | 0.02% | Add +10.9% | 947,793 | $19.1M |
| FUKOKU MUTUAL LIFE INSURANCE Co | 1.46% | No change | 919,000 | $18.5M |
| UBS Group AG | 0.01% | Add +8.5% | 858,077 | $17.3M |
| Tiller Private Wealth, Inc. | 7.58% | Add +4.5% | 841,930 | $17.0M |
| Kohmann Bosshard Financial Services, LLC | 2.22% | Reduce -17.8% | 791,400 | $16.0M |
| Hennion & Walsh Asset Management, Inc. | 0.85% | Add +54.9% | 784,754 | $15.8M |
| Advisors Management Group Inc. | 3.49% | Add +2.6% | 697,833 | $14.1M |
| Royal Bank of Canada | 0.00% | Add +15.7% | 679,098 | $13.7M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +0.8% | 645,886 | $13.0M |
| Conning Inc. | 0.40% | No change | 580,200 | $11.7M |
| Mariner, LLC | 0.02% | Reduce -2.9% | 578,040 | $11.7M |
| BNP Paribas Financial Markets | 0.01% | Add +1038.4% | 492,734 | $9.9M |
| Steward Partners Investment Advisory, LLC | 0.10% | Add +7.9% | 450,303 | $9.1M |
| Cetera Investment Advisers | 0.02% | Add +193.3% | 429,424 | $8.7M |
| KWB Wealth | 1.14% | Reduce -2.6% | 420,414 | $8.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Add +7.0% | 400,828 | $7.8M |
| Iron Horse Wealth Management, LLC | 3.07% | Add +5.6% | 384,916 | $7.8M |
| David Kennon Inc | 3.19% | Add +1.1% | 369,845 | $7.5M |
| Trinity Legacy Partners, LLC | 2.10% | Add +36.6% | 355,788 | $7.2M |
| Ahl Investment Management, Inc. | 5.44% | Reduce -0.5% | 352,053 | $7.1M |
| Collaborative Wealth Managment Inc. | 3.50% | Add +7.1% | 346,537 | $7.0M |
| Rockefeller Capital Management L.P. | 0.02% | Add +6.5% | 336,663 | $6.8M |
| Aire Advisors, LLC | 1.46% | Reduce -0.3% | 320,956 | $6.5M |
| HighTower Advisors, LLC | 0.01% | Add +9.9% | 307,332 | $6.2M |
| Sei Investments Co. | 0.01% | Add +19.1% | 304,068 | $6.1M |
| Ameritas Investment Partners, Inc. | 0.21% | Reduce -0.7% | 303,384 | $6.1M |
| Q3 Asset Management | 1.63% | New | 284,292 | $5.7M |
| Prairiewood Capital, LLC | 2.65% | Add +8.5% | 280,026 | $5.6M |
| Collective Family Office LLC | 1.81% | Add +9.2% | 277,190 | $5.6M |
| Baird Financial Group, Inc. | 0.01% | Reduce -0.2% | 267,072 | $5.4M |
| Naples Global Advisors, LLC | 0.54% | Add +37.7% | 259,557 | $5.2M |
| Park Avenue Securities LLC | 0.06% | Add +52.5% | 240,604 | $4.9M |
| Texas Yale Capital Corp. | 0.22% | Add +6.6% | 240,320 | $4.8M |
| Sound Income Strategies, LLC | 0.35% | Add +10.8% | 230,209 | $4.6M |
| Kestra Advisory Services, LLC | 0.03% | Add +31.8% | 220,142 | $4.4M |
| Grey Ledge Advisors, LLC | 1.17% | Add +53.7% | 205,368 | $4.1M |
| Raymond James & Associates | 0.00% | Add +7.0% | 204,195 | $4.1M |
| Appleton Partners Inc. | 0.32% | Add +3.1% | 202,778 | $4.1M |
| Osaic Holdings, Inc. | 0.01% | Reduce -16.8% | 199,086 | $4.0M |
| Prepared Retirement Institute LLC | 2.94% | Reduce -6.1% | 195,655 | $3.9M |
| Blue Edge Capital, LLC | 0.65% | Add +0.7% | 193,034 | $3.9M |
| Leicht Financial Planning & Wealth Management, Inc. | 2.07% | Add +2.2% | 187,558 | $3.8M |
| SWS Partners | 1.13% | Reduce -2.3% | 187,123 | $3.8M |
| GYL Financial Synergies, LLC | 0.27% | Add +0.8% | 172,460 | $3.5M |
| Private Advisor Group, LLC | 0.02% | Add +195.7% | 169,857 | $3.4M |
| Merit Financial Group, LLC | 0.08% | Add +38.3% | 171,293 | $3.4M |
| Stratos Wealth Partners, LTD. | 0.05% | Add +4.2% | 141,308 | $2.8M |
| MML Investors Services, LLC | 0.01% | Add +57.1% | 139,459 | $2.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +64.2% | 121,161 | $2.4M |
| Cibc World Markets Corp. | 0.02% | Add +331.5% | 117,863 | $2.4M |
| Gerber Kawasaki Wealth & Investment Management | 0.13% | Add +8.0% | 116,201 | $2.3M |
| Cibc World Market Inc. | 0.01% | New | 116,000 | $2.3M |
| Columbus Macro, LLC | 0.88% | New | 115,072 | $2.3M |
| CreativeOne Wealth, LLC | 0.09% | Add +6.2% | 108,981 | $2.2M |
| Eagle Harbor Asset Management Inc. | 2.24% | Add +10.9% | 104,035 | $2.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -13.7% | 90,831 | $1.8M |
| Cyndeo Wealth Partners, LLC | 0.15% | Add +741.5% | 88,439 | $1.8M |
| Duncker Streett & Co. Inc. | 0.33% | Reduce -6.1% | 83,328 | $1.7M |
| Plimoth Trust Co. LLC | 0.42% | Reduce -0.5% | 77,662 | $1.6M |
| Investors Research Corp | 0.36% | Reduce -2.8% | 77,187 | $1.6M |
| Fifth Third Securities, Inc. | 0.15% | Add +50.7% | 77,083 | $1.6M |
| FF Advisors,LLC | 1.05% | Add +40.5% | 75,653 | $1.5M |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.9% | 73,663 | $1.5M |
| Perissos Private Wealth Management, LLC | 1.32% | — | 72,376 | $1.5M |
| Mutual Advisors, LLC | 0.04% | Add +24.0% | 67,629 | $1.4M |
| RHS Financial, LLC | 0.76% | New | 65,125 | $1.3M |
| Apollon Wealth Management, LLC | 0.04% | Add +40.0% | 63,337 | $1.3M |
| Prudential Financial Inc. | 0.00% | Add +23.4% | 62,721 | $1.3M |
| Citadel Advisors | 0.00% | Add +213.3% | 61,935 | $1.2M |
| Great Valley Advisor Group, Inc. | 0.04% | New | 61,014 | $1.2M |
| Waverly Advisors, LLC | 0.03% | New | 60,950 | $1.2M |
| Flagship Harbor Advisors, LLC | 0.08% | Add +3.2% | 60,691 | $1.2M |
| Advisors Capital Management, LLC | 0.02% | Add +5.6% | 59,113 | $1.2M |
| NewEdge Advisors, LLC | 0.01% | Add +490.2% | 58,054 | $1.2M |
| JPMorgan Chase & Co. | 0.00% | Add +2.9% | 56,946 | $1.1M |
| Unison Advisors LLC | 0.11% | Add +5.9% | 53,721 | $1.1M |
| Rockport Wealth LLC | 0.72% | — | 53,001 | $1.1M |
| Fortis Capital Management LLC | 0.26% | Reduce -5.8% | 49,981 | $1.0M |
| TrueWealth Advisors, LLC | 0.38% | Reduce -25.4% | 49,416 | $996K |
| Accel Wealth Management | 0.42% | Reduce -1.7% | 49,123 | $990K |
| Equitable Holdings, Inc. | 0.01% | Add +26.9% | 48,854 | $985K |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -15.5% | 45,665 | $921K |
| Delta Wealth Advisors LLC | 0.92% | — | 44,200 | $891K |
| Triumph Capital Management | 0.36% | Add +202.9% | 43,492 | $879K |
| Western Wealth Management, LLC | 0.06% | New | 41,028 | $827K |
"% 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.