Global X US Preferred ETFPFFDETF
13F holders, Q2 2024 (June 30)260holders +6
27new positions
21sold out
2famous investors
$19.68avg. 13F price*
At the end of Q2 2024, 260 institutions reported holding Global X US Preferred ETF (PFFD) in their 13F filings, up 6 from Q1 2024. 27 opened new positions and 21 sold out. The largest holders were LPL Financial LLC ($121.8M), Bank of America Corp. ($102.5M) and Morgan Stanley ($94.5M). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $25.0M |
| Exits | 21 | $8.9M |
All 13F filers, Q1 2024 → Q2 2024: 5,866,719 shares bought and 5,758,898 shares sold, net +107,821 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 260 holders
| LPL Financial LLC | 0.06% | Add +11.9% | 6,189,058 | $121.8M |
| Bank of America Corp. | 0.01% | Add +16.9% | 5,210,665 | $102.5M |
| Morgan Stanley | 0.01% | Add +1.4% | 4,804,103 | $94.5M |
| Wells Fargo & Company | 0.01% | Reduce -53.6% | 2,545,688 | $50.1M |
| Global X Japan Co., Ltd. | 6.77% | Add +15.7% | 2,428,030 | $47.8M |
| Orgel Wealth Management, LLC | 1.08% | Add +9.9% | 2,037,722 | $40.1M |
| Rational Advisors, Inc. | 2.93% | Reduce -4.2% | 1,486,252 | $29.2M |
| State of Wisconsin - Board of Commissioners of Public Lands | 6.35% | No change | 1,341,305 | $26.4M |
| Cwm, LLC | 0.12% | Reduce -5.5% | 1,330,078 | $26.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +12.2% | 1,180,014 | $23.2M |
| Full Sail Capital, LLC | 1.40% | Add +7.9% | 1,059,788 | $20.9M |
| Hennion & Walsh Asset Management, Inc. | 1.06% | Add +34.0% | 1,051,313 | $20.7M |
| Advisors Management Group Inc. | 4.85% | Add +41.2% | 985,522 | $19.4M |
| Lido Advisors, LLC | 0.16% | Reduce -4.8% | 981,676 | $19.3M |
| Flaharty Asset Management, LLC | 2.77% | Add +0.6% | 954,147 | $18.8M |
| Creative Planning | 0.02% | Reduce -1.6% | 932,315 | $18.3M |
| FUKOKU MUTUAL LIFE INSURANCE Co | 1.39% | No change | 919,000 | $18.1M |
| UBS Group AG | 0.01% | Add +4.2% | 894,497 | $17.6M |
| Tiller Private Wealth, Inc. | 7.52% | Add +3.4% | 870,932 | $17.1M |
| Assetmark, Inc. | 0.05% | Reduce -12.0% | 848,303 | $16.7M |
| BNP Paribas Financial Markets | 0.02% | Add +67.6% | 825,918 | $16.3M |
| Royal Bank of Canada | 0.00% | Add +10.9% | 752,947 | $14.8M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +4.1% | 672,124 | $13.2M |
| Conning Inc. | 0.43% | No change | 580,200 | $11.4M |
| Cetera Investment Advisers | 0.03% | Add +30.2% | 559,222 | $11.0M |
| Steward Partners Investment Advisory, LLC | 0.11% | Add +18.8% | 535,098 | $10.5M |
| Ocean Park Asset Management, LLC | 0.47% | New | 506,200 | $10.0M |
| KWB Wealth | 1.14% | Reduce -2.1% | 411,393 | $8.3M |
| Iron Horse Wealth Management, LLC | 3.02% | Add +4.4% | 401,687 | $7.9M |
| Collaborative Wealth Managment Inc. | 3.69% | Add +10.6% | 383,200 | $7.5M |
| David Kennon Inc | 3.12% | Add +2.0% | 377,135 | $7.4M |
| Ahl Investment Management, Inc. | 5.32% | Add +4.8% | 368,818 | $7.3M |
| Collective Family Office LLC | 2.13% | Add +32.9% | 368,320 | $7.2M |
| Trinity Legacy Partners, LLC | 2.04% | Add +2.2% | 363,637 | $7.2M |
| Sei Investments Co. | 0.01% | Add +19.0% | 361,762 | $7.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.02% | — | 348,794 | $6.9M |
| Rockefeller Capital Management L.P. | 0.02% | Add +3.1% | 347,142 | $6.8M |
| ING Groep NV | 0.04% | New | 337,600 | $6.6M |
| HighTower Advisors, LLC | 0.01% | Add +7.0% | 329,010 | $6.5M |
| Aire Advisors, LLC | 1.42% | Reduce -1.0% | 317,825 | $6.2M |
| Naples Global Advisors, LLC | 0.61% | Add +18.1% | 306,635 | $6.0M |
| Park Avenue Securities LLC | 0.07% | Add +25.8% | 302,620 | $6.0M |
| GYL Financial Synergies, LLC | 0.44% | Add +66.3% | 286,894 | $5.6M |
| Prairiewood Capital, LLC | 2.67% | Add +2.2% | 286,115 | $5.6M |
| Baird Financial Group, Inc. | 0.01% | Reduce -0.4% | 265,920 | $5.2M |
| Kestra Advisory Services, LLC | 0.03% | Add +17.7% | 259,205 | $5.1M |
| Sound Income Strategies, LLC | 0.34% | Add +7.1% | 246,609 | $4.9M |
| Private Advisor Group, LLC | 0.03% | Add +43.9% | 244,443 | $4.8M |
| Texas Yale Capital Corp. | 0.23% | Add +1.4% | 243,623 | $4.8M |
| Grey Ledge Advisors, LLC | 1.17% | Add +5.7% | 217,005 | $4.3M |
| Mariner, LLC | 0.01% | Reduce -63.3% | 212,046 | $4.2M |
| Appleton Partners Inc. | 0.31% | Add +1.1% | 205,069 | $4.0M |
| Leicht Financial Planning & Wealth Management, Inc. | 2.08% | Add +6.0% | 198,821 | $3.9M |
| Blue Edge Capital, LLC | 0.64% | Add +2.6% | 197,971 | $3.9M |
| Prepared Retirement Institute LLC | 2.52% | Reduce -1.5% | 192,789 | $3.8M |
| SWS Partners | 1.12% | Add +2.0% | 190,955 | $3.8M |
| New York Life Investment Management LLC | 0.04% | New | 180,920 | $3.6M |
| MML Investors Services, LLC | 0.01% | Add +26.2% | 175,975 | $3.5M |
| Merit Financial Group, LLC | 0.08% | Add +1.7% | 174,213 | $3.4M |
| Osaic Holdings, Inc. | 0.01% | Reduce -26.3% | 146,731 | $2.9M |
| Raymond James & Associates | 0.00% | Reduce -29.2% | 144,601 | $2.8M |
| Kohmann Bosshard Financial Services, LLC | 0.38% | Reduce -81.8% | 143,981 | $2.8M |
| Eagle Harbor Asset Management Inc. | 2.97% | Add +35.3% | 140,805 | $2.8M |
| Ameriprise Financial Inc. | 0.00% | Add +50.1% | 136,349 | $2.7M |
| Stratos Wealth Partners, LTD. | 0.04% | Reduce -5.1% | 134,140 | $2.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +0.7% | 121,987 | $2.4M |
| Cibc World Markets Corp. | 0.02% | Add +3.5% | 121,938 | $2.4M |
| Cibc World Market Inc. | 0.01% | No change | 116,000 | $2.3M |
| Columbus Macro, LLC | 0.87% | Reduce -0.9% | 113,997 | $2.2M |
| Gerber Kawasaki Wealth & Investment Management | 0.11% | Reduce -6.9% | 108,213 | $2.1M |
| CreativeOne Wealth, LLC | 0.10% | Reduce -7.0% | 101,316 | $2.0M |
| Perissos Private Wealth Management, LLC | 1.65% | Add +29.4% | 93,688 | $1.8M |
| Cyndeo Wealth Partners, LLC | 0.14% | No change | 88,439 | $1.7M |
| Commonwealth Equity Services, LLC | 0.00% | Add +16.0% | 85,428 | $1.7M |
| Duncker Streett & Co. Inc. | 0.31% | Reduce -0.5% | 82,878 | $1.6M |
| Fifth Third Securities, Inc. | 0.15% | Add +7.4% | 82,781 | $1.6M |
| Triumph Capital Management | 0.63% | Add +87.5% | 81,566 | $1.6M |
| FF Advisors,LLC | 1.08% | Add +3.2% | 78,065 | $1.5M |
| Investors Research Corp | 0.35% | Reduce -0.1% | 77,075 | $1.5M |
| Plimoth Trust Co. LLC | 0.39% | Reduce -4.5% | 74,125 | $1.5M |
| Mutual Advisors, LLC | 0.04% | Add +2.9% | 69,599 | $1.4M |
| NewEdge Advisors, LLC | 0.01% | Add +20.2% | 69,766 | $1.4M |
| Prudential Financial Inc. | 0.00% | Add +10.8% | 69,480 | $1.4M |
| Waverly Advisors, LLC | 0.03% | Add +10.6% | 67,429 | $1.3M |
| Apollon Wealth Management, LLC | 0.04% | Add +6.3% | 67,349 | $1.3M |
| Flagship Harbor Advisors, LLC | 0.08% | Add +9.2% | 66,274 | $1.3M |
| Great Valley Advisor Group, Inc. | 0.04% | Add +7.3% | 65,499 | $1.3M |
| Advisors Capital Management, LLC | 0.02% | Add +10.7% | 65,437 | $1.3M |
| Principal Securities, Inc. | 0.04% | Add +250.3% | 65,127 | $1.3M |
| RHS Financial, LLC | 0.77% | Reduce -2.1% | 63,734 | $1.3M |
| Focus Financial Network, Inc. | 0.05% | Add +274.3% | 62,276 | $1.2M |
| Leslie Global Wealth, LLC | 0.71% | — | 61,837 | $1.2M |
| Unison Advisors LLC | 0.14% | Add +7.4% | 57,715 | $1.1M |
| Rockport Wealth LLC | 0.45% | Add +1.6% | 53,835 | $1.1M |
| Equitable Holdings, Inc. | 0.01% | Add +5.9% | 51,728 | $1.0M |
| Western Wealth Management, LLC | 0.07% | Add +24.3% | 50,998 | $1.0M |
| TrueWealth Advisors, LLC | 0.35% | Reduce -3.8% | 47,554 | $936K |
| Fortis Capital Management LLC | 0.19% | Reduce -9.9% | 45,054 | $887K |
| JPMorgan Chase & Co. | 0.00% | Reduce -25.6% | 42,377 | $834K |
| Accel Wealth Management | 0.33% | Reduce -14.1% | 42,195 | $830K |
"% 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.