Global X US Preferred ETFPFFDETF
13F holders, Q3 2024 (September 30)268holders +8
28new positions
16sold out
2famous investors
$20.77avg. 13F price*
At the end of Q3 2024, 268 institutions reported holding Global X US Preferred ETF (PFFD) in their 13F filings, up 8 from Q2 2024. 28 opened new positions and 16 sold out. The largest holders were LPL Financial LLC ($148.4M), Bank of America Corp. ($111.6M) and Morgan Stanley ($95.9M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Joel Greenblatt (0.0% of Gotham Asset 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $25.2M |
| Exits | 16 | $8.5M |
All 13F filers, Q2 2024 → Q3 2024: 5,081,371 shares bought and 2,123,664 shares sold, net +2,957,707 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 268 holders
| LPL Financial LLC | 0.07% | Add +15.4% | 7,139,593 | $148.4M |
| Bank of America Corp. | 0.01% | Add +3.1% | 5,372,833 | $111.6M |
| Morgan Stanley | 0.01% | Reduce -3.9% | 4,615,578 | $95.9M |
| Global X Japan Co., Ltd. | 7.17% | Add +11.2% | 2,699,498 | $56.1M |
| Wells Fargo & Company | 0.01% | Reduce -3.6% | 2,455,018 | $51.0M |
| Orgel Wealth Management, LLC | 1.16% | Add +9.6% | 2,233,236 | $46.4M |
| State of Wisconsin - Board of Commissioners of Public Lands | 17.04% | No change | 1,341,305 | $27.9M |
| Cwm, LLC | 0.12% | Reduce -2.1% | 1,302,363 | $27.1M |
| Rational Advisors, Inc. | 2.50% | Reduce -18.3% | 1,214,485 | $25.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +1.9% | 1,202,298 | $25.0M |
| Hennion & Walsh Asset Management, Inc. | 1.16% | Add +13.4% | 1,192,082 | $24.8M |
| Full Sail Capital, LLC | 1.44% | Add +2.0% | 1,080,996 | $22.5M |
| Lido Advisors, LLC | 0.17% | Add +7.0% | 1,050,319 | $21.8M |
| Advisors Management Group Inc. | 4.94% | Add +2.1% | 1,005,790 | $20.9M |
| Ocean Park Asset Management, LLC | 0.89% | Add +93.3% | 978,700 | $20.3M |
| Creative Planning | 0.02% | Add +1.4% | 945,370 | $19.6M |
| Flaharty Asset Management, LLC | 2.71% | Reduce -2.8% | 927,091 | $19.3M |
| FUKOKU MUTUAL LIFE INSURANCE Co | 1.36% | No change | 919,000 | $19.1M |
| Tiller Private Wealth, Inc. | 7.71% | Add +2.8% | 895,102 | $18.6M |
| Assetmark, Inc. | 0.05% | Reduce -3.4% | 819,402 | $17.0M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +9.5% | 736,177 | $15.3M |
| BNP Paribas Financial Markets | 0.01% | Reduce -14.6% | 705,174 | $14.7M |
| Cetera Investment Advisers | 0.03% | Add +18.1% | 660,737 | $13.7M |
| Royal Bank of Canada | 0.00% | Reduce -13.5% | 651,415 | $13.5M |
| UBS Group AG | 0.00% | Reduce -28.7% | 638,116 | $13.3M |
| Conning Inc. | 0.42% | No change | 580,200 | $12.1M |
| Steward Partners Investment Advisory, LLC | 0.11% | Add +2.9% | 550,458 | $11.4M |
| Ameriprise Financial Inc. | 0.00% | Add +263.2% | 495,197 | $10.3M |
| Iron Horse Wealth Management, LLC | 3.02% | Add +5.8% | 425,094 | $8.8M |
| Sei Investments Co. | 0.01% | Add +11.4% | 402,863 | $8.4M |
| KWB Wealth | 1.08% | Add +2.5% | 421,647 | $8.3M |
| Collaborative Wealth Managment Inc. | 3.72% | Add +3.4% | 396,047 | $8.2M |
| Trinity Legacy Partners, LLC | 2.11% | Add +8.4% | 394,212 | $8.2M |
| Collective Family Office LLC | 2.19% | Add +5.2% | 387,489 | $8.1M |
| David Kennon Inc | 3.15% | Add +2.0% | 384,708 | $8.0M |
| Rockefeller Capital Management L.P. | 0.02% | Add +3.5% | 359,174 | $7.5M |
| HighTower Advisors, LLC | 0.01% | Add +8.6% | 357,275 | $7.4M |
| Naples Global Advisors, LLC | 0.67% | Add +12.6% | 345,250 | $7.2M |
| Robertson Stephens Wealth Management, LLC | 0.26% | New | 339,172 | $7.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.02% | Reduce -4.0% | 334,942 | $7.0M |
| Modern Wealth Management, LLC | 0.41% | New | 320,757 | $6.7M |
| Ahl Investment Management, Inc. | 4.44% | Reduce -16.1% | 309,597 | $6.4M |
| Park Avenue Securities LLC | 0.07% | Add +1.5% | 307,260 | $6.4M |
| Aire Advisors, LLC | 1.36% | Reduce -6.6% | 296,719 | $6.2M |
| GYL Financial Synergies, LLC | 0.46% | Add +2.2% | 293,155 | $6.1M |
| Prairiewood Capital, LLC | 2.55% | Add +1.2% | 289,426 | $6.0M |
| Private Advisor Group, LLC | 0.04% | Add +10.9% | 271,056 | $5.6M |
| WealthTrust Axiom LLC | 1.61% | New | 261,018 | $5.4M |
| Sound Income Strategies, LLC | 0.34% | Add +4.0% | 256,455 | $5.3M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -1.8% | 254,461 | $5.3M |
| Texas Yale Capital Corp. | 0.23% | Add +3.9% | 253,219 | $5.3M |
| Baird Financial Group, Inc. | 0.01% | Reduce -13.1% | 231,053 | $4.8M |
| Grey Ledge Advisors, LLC | 1.22% | Add +5.7% | 229,288 | $4.8M |
| Mariner, LLC | 0.01% | Add +7.9% | 228,871 | $4.8M |
| MML Investors Services, LLC | 0.02% | Add +22.5% | 215,611 | $4.5M |
| New York Life Investment Management LLC | 0.04% | Add +15.9% | 209,634 | $4.4M |
| Appleton Partners Inc. | 0.32% | Add +1.4% | 207,967 | $4.3M |
| Leicht Financial Planning & Wealth Management, Inc. | 2.10% | Add +0.9% | 200,712 | $4.2M |
| Blue Edge Capital, LLC | 0.65% | Add +1.3% | 200,491 | $4.2M |
| Prepared Retirement Institute LLC | 2.49% | Add +2.5% | 197,580 | $4.1M |
| SWS Partners | 1.19% | Reduce -5.7% | 180,133 | $3.7M |
| Merit Financial Group, LLC | 0.08% | Add +3.4% | 180,100 | $3.7M |
| Osaic Holdings, Inc. | 0.01% | Add +7.2% | 157,349 | $3.3M |
| Eagle Harbor Asset Management Inc. | 3.23% | Add +11.3% | 156,668 | $3.3M |
| Citadel Advisors | 0.00% | Add +937.0% | 146,410 | $3.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +6.4% | 129,806 | $2.7M |
| Raymond James & Associates | 0.00% | Reduce -15.4% | 122,274 | $2.5M |
| Stratos Wealth Partners, LTD. | 0.04% | Reduce -9.2% | 121,870 | $2.5M |
| Gerber Kawasaki Wealth & Investment Management | 0.11% | Add +5.3% | 113,974 | $2.4M |
| Columbus Macro, LLC | 0.85% | Reduce -1.8% | 111,911 | $2.3M |
| RHS Financial, LLC | 1.07% | Add +60.0% | 101,958 | $2.1M |
| Cyndeo Wealth Partners, LLC | 0.14% | Add +11.3% | 98,439 | $2.0M |
| CreativeOne Wealth, LLC | 0.07% | Reduce -5.8% | 95,419 | $2.0M |
| Fifth Third Securities, Inc. | 0.18% | Add +11.0% | 91,876 | $1.9M |
| Gladstone Institutional Advisory LLC | 0.09% | Add +718.7% | 88,842 | $1.8M |
| Cibc World Markets Corp. | 0.01% | Reduce -28.4% | 87,363 | $1.8M |
| Cibc World Market Inc. | 0.00% | Reduce -25.0% | 87,000 | $1.8M |
| Perissos Private Wealth Management, LLC | 1.42% | Reduce -9.1% | 85,207 | $1.8M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -3.3% | 82,624 | $1.7M |
| FF Advisors,LLC | 1.11% | Add +5.3% | 82,201 | $1.7M |
| Duncker Streett & Co. Inc. | 0.31% | Reduce -2.5% | 80,797 | $1.7M |
| Investors Research Corp | 0.35% | Reduce -0.0% | 77,057 | $1.6M |
| Kohmann Bosshard Financial Services, LLC | 0.19% | Reduce -47.6% | 75,500 | $1.6M |
| Plimoth Trust Co. LLC | 0.38% | Reduce -3.0% | 71,912 | $1.5M |
| Mutual Advisors, LLC | 0.04% | Add +2.5% | 71,358 | $1.5M |
| Great Valley Advisor Group, Inc. | 0.04% | Add +7.1% | 70,156 | $1.5M |
| Principal Securities, Inc. | 0.03% | Add +5.9% | 68,964 | $1.4M |
| Waverly Advisors, LLC | 0.03% | Add +0.4% | 67,722 | $1.4M |
| Apollon Wealth Management, LLC | 0.04% | Reduce -0.8% | 66,832 | $1.4M |
| Equitable Holdings, Inc. | 0.01% | Add +27.8% | 66,128 | $1.4M |
| Advisors Capital Management, LLC | 0.02% | Add +1.1% | 66,144 | $1.4M |
| Prudential Financial Inc. | 0.00% | Reduce -6.4% | 65,011 | $1.4M |
| Flagship Harbor Advisors, LLC | 0.07% | Reduce -2.1% | 64,859 | $1.3M |
| Rockport Wealth LLC | 0.36% | Add +20.2% | 64,693 | $1.3M |
| Leslie Global Wealth, LLC | 0.65% | Add +4.0% | 64,284 | $1.3M |
| Focus Financial Network, Inc. | 0.05% | Add +3.1% | 64,235 | $1.3M |
| Unison Advisors LLC | 0.15% | Add +3.3% | 59,619 | $1.2M |
| Accel Wealth Management | 0.38% | Add +15.0% | 48,531 | $1.0M |
| TrueWealth Advisors, LLC | 0.33% | Add +0.1% | 47,588 | $989K |
| IHT Wealth Management, LLC | 0.03% | Add +137.7% | 46,221 | $962K |
"% 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.