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 |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +4.3% | 42,041 | $827K |
| Gratus Capital, LLC | 0.03% | No change | 40,000 | $787K |
| Essex Financial Services, Inc. | 0.06% | Add +2.6% | 39,671 | $782K |
| Crew Capital Management, Ltd | 0.62% | Add +153.3% | 39,494 | $777K |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -14.2% | 39,168 | $771K |
| L & S Advisors Inc | 0.10% | Add +6.8% | 39,029 | $768K |
| Global Retirement Partners, LLC | 0.02% | Add +28.5% | 37,302 | $734K |
| Eagle Strategies LLC | 0.14% | New | 37,196 | $732K |
| CFO4Life Group, LLC | 0.14% | No change | 37,095 | $730K |
| Firestone Capital Management | 0.19% | Add +0.6% | 35,426 | $697K |
| Ignite Planners, LLC | 0.17% | Reduce -2.2% | 34,458 | $682K |
| Private Trust Co. NA | 0.07% | Reduce -2.8% | 32,613 | $642K |
| Corient Private Wealth LP | 0.00% | Reduce -4.4% | 32,097 | $632K |
| HRT Financial LP | 0.00% | New | 31,867 | $627K |
| My Legacy Advisors, LLC | 0.19% | Reduce -6.2% | 30,809 | $606K |
| Intrepid Financial Planning Group LLC | 0.25% | Add +2.5% | 29,645 | $583K |
| Nelson Capital Management, LLC | 0.10% | Add +1.5% | 29,368 | $578K |
| Activest Wealth Management | 0.19% | Reduce -4.2% | 29,326 | $577K |
| Acorn Wealth Advisors, LLC | 0.28% | Reduce -0.4% | 29,030 | $571K |
| Cornerstone Wealth Management, LLC | 0.04% | Add +3.6% | 28,601 | $563K |
| MSH Capital Advisors LLC | 0.18% | Add +1.5% | 27,810 | $547K |
| Perigon Wealth Management, LLC | 0.02% | Add +10.5% | 27,495 | $541K |
| AMG National Trust Bank | 0.01% | Add +17.8% | 27,188 | $535K |
| WealthBridge Capital Management, LLC | 0.17% | No change | 26,400 | $520K |
| CSM Advisors, LLC | 0.04% | No change | 26,100 | $513K |
| Madrona Financial Services, LLC | 0.16% | Add +19.7% | 26,040 | $512K |
| Austin Wealth Management, LLC | 0.12% | Add +2.8% | 25,435 | $507K |
| American Institute for Advanced Investment Management, LLP | 0.38% | Add +2.0% | 25,260 | $497K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -7.3% | 24,387 | $480K |
| Integral Investment Advisors, Inc. | 0.18% | Reduce -22.3% | 24,147 | $477K |
| Valeo Financial Advisors, LLC | 0.01% | New | 23,764 | $468K |
| GeoWealth Management, LLC | 0.02% | Add +1.0% | 23,090 | $454K |
| Inspire Advisors, LLC | 0.06% | New | 22,943 | $452K |
| Centaurus Financial, Inc. | 0.03% | Reduce -0.7% | 22,930 | $451K |
| Freedom Investment Management, Inc. | 0.04% | Reduce -7.3% | 22,916 | $451K |
| Sanctuary Advisors, LLC | 0.00% | — | 22,280 | $432K |
| RVW Wealth, LLC | 0.04% | Reduce -43.9% | 21,729 | $428K |
| Focus Partners Wealth | 0.00% | Reduce -2.8% | 20,916 | $412K |
| Advisory Services Network, LLC | 0.01% | Reduce -4.6% | 20,482 | $403K |
| Drive Wealth Management, LLC | 0.11% | Reduce -23.1% | 20,165 | $397K |
| WCG Wealth Advisors LLC | 0.03% | Reduce -38.0% | 20,143 | $396K |
| FLC Capital Advisors | 0.10% | New | 19,812 | $390K |
| Delta Wealth Advisors LLC | 0.38% | Reduce -55.2% | 19,806 | $390K |
| IHT Wealth Management, LLC | 0.01% | Reduce -2.6% | 19,449 | $383K |
| Whittier Trust Co. | 0.01% | Reduce -5.9% | 19,064 | $375K |
| Oxinas Partners, LLC | 0.24% | Reduce -7.7% | 18,448 | $363K |
| Lanark Financial, Inc. | 0.03% | Reduce -0.0% | 18,440 | $362K |
| Stifel Financial Corp. | 0.00% | Add +37.3% | 17,848 | $351K |
| Arden Trust Co | 0.05% | Add +5.0% | 17,723 | $349K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -0.3% | 17,562 | $346K |
| IFG Advisory, LLC | 0.02% | Add +7.2% | 17,533 | $345K |
| SeaCrest Wealth Management, LLC | 0.04% | Reduce -12.7% | 17,418 | $343K |
| Jane Street Group, LLC | 0.00% | New | 17,299 | $340K |
| Sowell Financial Services LLC | 0.02% | Reduce -2.0% | 17,157 | $338K |
| Sunbelt Securities, Inc. | 0.03% | Reduce -3.7% | 16,951 | $334K |
| Jaffetilchin Investment Partners, LLC | 0.03% | Add +0.5% | 16,940 | $333K |
| Channel Wealth LLC | 0.12% | Reduce -1.9% | 16,500 | $325K |
| Plan Group Financial, LLC | 0.20% | Add +2.1% | 16,476 | $324K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -95.9% | 16,355 | $323K |
| Albion Financial Group | 0.02% | Add +77.6% | 16,259 | $320K |
| IFP Advisors, Inc | 0.01% | Add +19.4% | 16,169 | $318K |
| Millington Financial Advisors, LLC | 0.22% | Reduce -2.8% | 15,935 | $314K |
| Cherry Tree Wealth Management, LLC | 0.08% | Add +7.2% | 15,341 | $302K |
| CENTRAL TRUST Co | 0.01% | Reduce -23.2% | 15,300 | $301K |
| Beacon Financial Group | 0.03% | New | 15,162 | $298K |
| HF Advisory Group, LLC | 0.15% | Reduce -23.9% | 15,128 | $298K |
| Charles Schwab Investment Management Inc. | 0.00% | New | 14,930 | $294K |
| Levy Wealth Management Group, LLC | 0.07% | Add +2.7% | 14,810 | $291K |
| Comerica Bank | 0.00% | Reduce -21.8% | 14,686 | $289K |
| Good Life Advisors, LLC | 0.02% | Add +32.2% | 14,570 | $287K |
| Lewis Asset Management, LLC | 0.22% | Add +6.8% | 14,501 | $285K |
| Atlas Capital Advisors Inc. | 0.04% | No change | 14,363 | $283K |
| Citadel Advisors | 0.00% | Reduce -77.2% | 14,119 | $278K |
| Independent Financial Group, LLC | 0.01% | Reduce -0.6% | 14,062 | $277K |
| Rooted Wealth Advisors, Inc. | 0.12% | Add +20.6% | 13,500 | $269K |
| Gotham Asset Management | 0.00% | Add +6.5% | 13,440 | $264K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 13,202 | $260K |
| Trilogy Capital Inc. | 0.01% | New | 12,876 | $253K |
| Alpha Cubed Investments, LLC | 0.01% | Reduce -0.7% | 12,776 | $251K |
| Breakwater Capital Group | 0.06% | Add +9.3% | 12,418 | $244K |
| Running Point Capital Advisors, LLC | 0.10% | Reduce -7.0% | 12,397 | $244K |
| Avior Wealth Management, LLC | 0.01% | Add +77.7% | 12,293 | $242K |
| Cresset Asset Management, LLC | 0.00% | Add +13.6% | 12,080 | $238K |
| NBT Bank, N.A. | 0.02% | No change | 12,000 | $236K |
| 1900 Wealth Management LLC | 0.02% | Add +0.1% | 11,981 | $236K |
| Perennial Investment Advisors, LLC | 0.03% | Reduce -1.3% | 11,140 | $219K |
| AE Wealth Management LLC | 0.00% | Reduce -9.3% | 11,114 | $219K |
| Onyx Bridge Wealth Group LLC | 0.04% | Reduce -12.6% | 10,869 | $214K |
| Gladstone Institutional Advisory LLC | 0.01% | New | 10,851 | $214K |
| Realta Investment Advisors | 0.04% | Reduce -13.4% | 10,741 | $211K |
| US Bancorp \de | 0.00% | Add +19.7% | 10,683 | $210K |
| MeadowBrook Investment Advisors LLC | 0.20% | Reduce -0.6% | 10,515 | $207K |
| American Investment Services, Inc. | 0.04% | Add +2.5% | 10,483 | $206K |
| Scotia Capital Inc. | 0.00% | New | 10,360 | $204K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 10,000 | $197K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 10,000 | $197K |
| Tidemark, LLC | 0.08% | Add +323.4% | 8,625 | $170K |
| Chilton Capital Management LLC | 0.01% | Reduce -1.5% | 8,229 | $162K |
| Larson Financial Group LLC | 0.01% | New | 8,099 | $159K |
| Householder Group Estate & Retirement Specialist, LLC | 0.04% | Add +62.4% | 6,881 | $135K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 6,510 | $129K |
| Creative Financial Designs Inc. | 0.01% | Add +6.2% | 6,187 | $122K |
| Winthrop Capital Management, LLC | 0.06% | Reduce -6.6% | 6,107 | $120K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 4,912 | $97K |
| Howe & Rusling Inc. | 0.01% | Add +0.3% | 4,890 | $96K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +5.5% | 4,737 | $93K |
| Continuum Advisory, LLC | 0.01% | No change | 4,607 | $91K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 4,006 | $79K |
| Global Wealth Strategies & Associates | 0.02% | Reduce -0.3% | 3,117 | $61K |
| UMB Bank, n.a. | 0.00% | No change | 2,962 | $58K |
| First Horizon Advisors, Inc. | 0.00% | Add +32.0% | 2,683 | $53K |
| New Millennium Group LLC | 0.03% | New | 2,598 | $51K |
| Geneos Wealth Management Inc. | 0.00% | Add +192.2% | 2,542 | $50K |
| Fifth Third Bancorp | 0.00% | No change | 2,450 | $48K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 1,564 | $31K |
| Allworth Financial LP | 0.00% | Reduce -49.8% | 1,446 | $29K |
| Harbour Investments, Inc. | 0.00% | Reduce -1.1% | 1,454 | $29K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +1.6% | 1,311 | $26K |
| CoreCap Advisors, LLC | 0.00% | Add +11.5% | 1,305 | $26K |
| Glass Jacobson Investment Advisors llc | 0.01% | Add +9.2% | 1,274 | $25K |
| Ridgewood Investments LLC | 0.01% | New | 1,274 | $25K |
| Old Second National Bank of Aurora | 0.01% | No change | 1,000 | $20K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 780 | $15K |
| International Assets Investment Management, LLC | 0.00% | New | 779 | $15K |
| Simplex Trading, LLC | 0.00% | Reduce -4.6% | 810 | $15K |
| ORG Partners LLC | 0.00% | New | 762 | $15K |
| American Capital Advisory, LLC | 0.01% | No change | 693 | $13K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -93.6% | 609 | $12K |
| Mather Group, Llc. | 0.00% | New | 590 | $12K |
| Lynx Investment Advisory | 0.01% | — | 603 | $12K |
| Van Den Berg Management I, Inc. | 0.00% | No change | 600 | $12K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -99.8% | 580 | $11K |
| MCF Advisors LLC | 0.00% | New | 523 | $10K |
| AlphaMark Advisors, LLC | 0.00% | No change | 500 | $10K |
| Caldwell Trust Co | 0.00% | No change | 500 | $10K |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 480 | $9K |
| M&R Capital Management Inc. | 0.00% | No change | 375 | $7K |
| Fortis Group Advisors, LLC | 0.00% | No change | 375 | $7K |
| Robinswood Financial LLC | 0.00% | No change | 280 | $6K |
| Blue Trust, Inc. | 0.00% | No change | 271 | $5K |
| Carmichael Hill & Associates, Inc. | 0.00% | New | 140 | $3K |
| Nemes Rush Group LLC | 0.00% | No change | 125 | $2K |
| Coppell Advisory Solutions LLC | 0.00% | — | 103 | $2K |
| Castleview Partners, LLC | 0.00% | Add +1.0% | 102 | $2K |
| Westside Investment Management, Inc. | 0.00% | New | 100 | $2K |
| Delta Asset Management LLC | 0.00% | No change | 97 | $2K |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 84 | $2K |
| Webster Bank, N. A. | 0.00% | Add +305.0% | 81 | $2K |
| Blair William & Co. | 0.00% | Reduce -82.6% | 74 | $1K |
| REAP Financial Group, LLC | 0.00% | No change | 73 | $1K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -3.5% | 56 | $1K |
| GS Investments, Inc. | 0.00% | No change | 50 | $984 |
| Balefire, LLC | 0.00% | No change | 49 | $964 |
| Christopher J. Hasenberg, Inc | 0.00% | New | 35 | $689 |
| Citigroup Inc. | 0.00% | Add +175.0% | 11 | $216 |
| FMR LLC | 0.00% | Reduce -89.8% | 9 | $177 |
| Valley Wealth Managers, Inc. | 0.00% | No change | 6 | $123 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 5 | $99 |
| Creekmur Asset Management LLC | 0.00% | No change | 2 | $31 |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 1 | $20 |
"% 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.