Global X US Preferred ETFPFFDETF
13F holders, Q4 2024 (December 31)295holders +27
24new positions
19sold out
1famous investor
$19.53avg. 13F price*
At the end of Q4 2024, 295 institutions reported holding Global X US Preferred ETF (PFFD) in their 13F filings, up 27 from Q3 2024. 24 opened new positions and 19 sold out. The largest holders were LPL Financial LLC ($160.0M), Bank of America Corp. ($120.5M) and Morgan Stanley ($84.7M). One famous investor held it 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $20.6M |
| Exits | 19 | $73.0M |
All 13F filers, Q3 2024 → Q4 2024: 6,222,537 shares bought and 4,785,881 shares sold, net +1,436,656 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 295 holders
| LPL Financial LLC | 0.07% | Add +14.9% | 8,201,933 | $160.0M |
| Bank of America Corp. | 0.01% | Add +15.0% | 6,177,018 | $120.5M |
| Morgan Stanley | 0.01% | Reduce -5.9% | 4,342,194 | $84.7M |
| Global X Japan Co., Ltd. | 6.60% | Add +0.3% | 2,708,021 | $52.8M |
| Wells Fargo & Company | 0.01% | Reduce -2.1% | 2,404,492 | $46.9M |
| Hennion & Walsh Asset Management, Inc. | 1.29% | Add +23.0% | 1,466,319 | $28.6M |
| Full Sail Capital, LLC | 1.70% | Add +26.6% | 1,368,171 | $26.7M |
| Lido Advisors, LLC | 0.17% | Add +28.5% | 1,349,822 | $26.5M |
| State of Wisconsin - Board of Commissioners of Public Lands | 16.71% | No change | 1,341,305 | $26.2M |
| Cwm, LLC | 0.11% | Reduce -0.2% | 1,300,081 | $25.4M |
| Envestnet Asset Management Inc. | 0.01% | Add +7.3% | 1,289,959 | $25.2M |
| Rational Advisors, Inc. | 2.30% | Reduce -4.2% | 1,163,762 | $22.7M |
| Advisors Management Group Inc. | 4.82% | Add +3.7% | 1,043,416 | $20.4M |
| Creative Planning | 0.02% | Add +6.3% | 1,005,192 | $19.6M |
| Raymond James Financial Inc. | 0.01% | — | 1,001,364 | $19.5M |
| Tiller Private Wealth, Inc. | 7.71% | Add +4.2% | 932,652 | $18.2M |
| Flaharty Asset Management, LLC | 2.64% | Add +0.1% | 927,830 | $18.1M |
| FUKOKU MUTUAL LIFE INSURANCE Co | 1.29% | No change | 919,000 | $17.9M |
| UBS Group AG | 0.00% | Add +30.5% | 832,941 | $16.3M |
| Assetmark, Inc. | 0.04% | Reduce -0.0% | 819,108 | $16.0M |
| Cetera Investment Advisers | 0.03% | Add +10.3% | 728,485 | $14.2M |
| Royal Bank of Canada | 0.00% | Add +4.5% | 680,800 | $13.3M |
| Conning Inc. | 0.42% | No change | 580,200 | $11.3M |
| Modern Wealth Management, LLC | 0.42% | Add +80.3% | 578,218 | $11.3M |
| Steward Partners Investment Advisory, LLC | 0.10% | Add +1.4% | 558,225 | $10.9M |
| Ameriprise Financial Inc. | 0.00% | Add +4.2% | 515,886 | $10.1M |
| Sei Investments Co. | 0.01% | Add +20.7% | 486,237 | $9.5M |
| Iron Horse Wealth Management, LLC | 2.90% | Add +4.3% | 443,290 | $8.6M |
| KWB Wealth | 1.06% | Reduce -2.2% | 412,315 | $8.6M |
| Collaborative Wealth Managment Inc. | 3.61% | Add +3.1% | 408,193 | $8.0M |
| Collective Family Office LLC | 2.15% | Add +3.6% | 401,375 | $7.8M |
| David Kennon Inc | 3.02% | Add +2.2% | 393,047 | $7.7M |
| Naples Global Advisors, LLC | 0.71% | Add +11.7% | 385,631 | $7.6M |
| Ahl Investment Management, Inc. | 5.27% | Add +24.8% | 386,217 | $7.5M |
| HighTower Advisors, LLC | 0.01% | Add +7.0% | 382,338 | $7.5M |
| Park Avenue Securities LLC | 0.08% | Add +23.4% | 379,002 | $7.4M |
| Rockefeller Capital Management L.P. | 0.02% | Add +3.5% | 371,682 | $7.3M |
| Columbus Macro, LLC | 0.97% | Add +219.8% | 357,931 | $7.0M |
| Trinity Legacy Partners, LLC | 1.79% | Reduce -9.6% | 356,303 | $7.0M |
| BNP Paribas Financial Markets | 0.01% | Reduce -51.1% | 344,854 | $6.7M |
| Independent Advisor Alliance | 0.09% | New | 343,330 | $6.7M |
| Aire Advisors, LLC | 1.33% | Add +11.8% | 331,733 | $6.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Reduce -3.6% | 322,958 | $6.3M |
| MML Investors Services, LLC | 0.02% | Add +48.4% | 319,984 | $6.2M |
| Prairiewood Capital, LLC | 2.49% | Add +3.1% | 298,394 | $5.8M |
| SBI Securities Co., Ltd. | 0.18% | — | 291,561 | $5.7M |
| Focus Partners Wealth | 0.01% | Add +1561.5% | 279,855 | $5.5M |
| WealthTrust Axiom LLC | 1.57% | Add +3.2% | 269,446 | $5.3M |
| Kestra Advisory Services, LLC | 0.03% | Add +5.7% | 269,033 | $5.2M |
| Integras Partners LLC | 4.67% | — | 268,744 | $5.2M |
| Sound Income Strategies, LLC | 0.32% | Add +3.6% | 265,584 | $5.2M |
| Texas Yale Capital Corp. | 0.20% | Reduce -0.0% | 253,150 | $4.9M |
| Mariner, LLC | 0.01% | Add +9.1% | 249,701 | $4.9M |
| Baird Financial Group, Inc. | 0.01% | Add +0.3% | 231,632 | $4.5M |
| Robertson Stephens Wealth Management, LLC | 0.16% | Reduce -33.5% | 225,400 | $4.4M |
| SWS Partners | 1.34% | Add +24.9% | 225,036 | $4.4M |
| MAI Capital Management | 0.03% | New | 221,450 | $4.3M |
| Appleton Partners Inc. | 0.31% | Add +4.9% | 218,129 | $4.3M |
| Grey Ledge Advisors, LLC | 1.04% | Reduce -10.0% | 206,423 | $4.0M |
| New York Life Investment Management LLC | 0.04% | Reduce -3.9% | 201,409 | $3.9M |
| Leicht Financial Planning & Wealth Management, Inc. | 1.99% | Reduce -0.5% | 199,765 | $3.9M |
| Blue Edge Capital, LLC | 0.60% | Reduce -2.0% | 196,445 | $3.8M |
| Prepared Retirement Institute LLC | 2.18% | Reduce -0.8% | 196,101 | $3.8M |
| Merit Financial Group, LLC | 0.06% | Reduce -2.1% | 176,227 | $3.4M |
| Private Advisor Group, LLC | 0.02% | Reduce -35.8% | 174,006 | $3.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +30.6% | 169,511 | $3.3M |
| Osaic Holdings, Inc. | 0.01% | Reduce -0.5% | 156,576 | $3.1M |
| Eagle Harbor Asset Management Inc. | 3.00% | Reduce -2.0% | 153,477 | $3.0M |
| Fifth Third Securities, Inc. | 0.24% | Add +57.8% | 144,965 | $2.8M |
| Quadrature Capital Ltd | 0.05% | New | 137,745 | $2.7M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +11.2% | 135,468 | $2.6M |
| Crews Bank & Trust | 0.40% | — | 122,055 | $2.4M |
| Gerber Kawasaki Wealth & Investment Management | 0.10% | Add +3.4% | 117,793 | $2.3M |
| Note Advisors, LLC | 1.90% | — | 109,886 | $2.1M |
| Abound Financial, LLC | 0.99% | — | 100,602 | $2.0M |
| Gladstone Institutional Advisory LLC | 0.09% | Add +11.4% | 98,966 | $1.9M |
| Cyndeo Wealth Partners, LLC | 0.13% | No change | 98,439 | $1.9M |
| Commonwealth Equity Services, LLC | 0.00% | Add +18.3% | 97,705 | $1.9M |
| Cibc World Markets Corp. | 0.01% | Add +2.6% | 89,676 | $1.7M |
| Jane Street Group, LLC | 0.00% | Add +146.5% | 88,594 | $1.7M |
| Rockport Wealth LLC | 0.75% | Add +29.7% | 83,919 | $1.7M |
| Cibc World Market Inc. | 0.00% | Reduce -0.5% | 86,600 | $1.7M |
| Apollon Financial, LLC | 0.42% | New | 86,233 | $1.7M |
| Perissos Private Wealth Management, LLC | 1.23% | Reduce -1.1% | 84,252 | $1.6M |
| CreativeOne Wealth, LLC | 0.05% | Reduce -11.9% | 84,086 | $1.6M |
| RHS Financial, LLC | 0.84% | Reduce -18.5% | 83,070 | $1.6M |
| FF Advisors,LLC | 1.11% | Reduce -2.0% | 80,527 | $1.6M |
| Principal Securities, Inc. | 0.03% | Add +10.1% | 75,896 | $1.5M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +8.0% | 75,796 | $1.5M |
| Investors Research Corp | 0.32% | Reduce -2.1% | 75,406 | $1.5M |
| Mutual Advisors, LLC | 0.04% | Add +3.7% | 73,982 | $1.5M |
| Equitable Holdings, Inc. | 0.01% | Add +12.0% | 74,082 | $1.4M |
| NewEdge Advisors, LLC | 0.01% | Add +55.3% | 71,422 | $1.4M |
| Duncker Streett & Co. Inc. | 0.25% | Reduce -13.4% | 69,997 | $1.4M |
| Plimoth Trust Co. LLC | 0.35% | Reduce -3.9% | 69,124 | $1.3M |
| &partners | 0.02% | Add +149.4% | 65,946 | $1.3M |
| Apollon Wealth Management, LLC | 0.03% | Add +0.0% | 66,837 | $1.3M |
| Waverly Advisors, LLC | 0.02% | Reduce -1.9% | 66,444 | $1.3M |
| Leslie Global Wealth, LLC | 0.60% | Add +3.0% | 66,243 | $1.3M |
| Advisors Capital Management, LLC | 0.02% | Reduce -0.5% | 65,822 | $1.3M |
"% 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.