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 |
| Flagship Harbor Advisors, LLC | 0.07% | Reduce -1.1% | 64,169 | $1.3M |
| Unison Advisors LLC | 0.14% | Add +2.3% | 60,973 | $1.2M |
| Kohmann Bosshard Financial Services, LLC | 0.14% | Reduce -22.7% | 58,385 | $1.1M |
| Prospect Financial Services LLC | 0.60% | New | 56,445 | $1.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +37.2% | 55,959 | $1.1M |
| Accel Wealth Management | 0.39% | Add +8.7% | 52,736 | $1.0M |
| Good Life Advisors, LLC | 0.07% | Add +9.9% | 49,916 | $974K |
| FLC Capital Advisors | 0.22% | Add +36.6% | 49,131 | $959K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +79.3% | 48,533 | $947K |
| Oppenheimer & Co. Inc. | 0.01% | New | 46,275 | $903K |
| Nwam LLC | 0.06% | Add +116.1% | 45,720 | $892K |
| Fortis Capital Management LLC | 0.16% | Reduce -0.5% | 45,075 | $879K |
| TrueWealth Advisors, LLC | 0.29% | Reduce -7.5% | 44,005 | $859K |
| Eagle Strategies LLC | 0.14% | Reduce -0.2% | 42,374 | $827K |
| Triumph Capital Management | 0.27% | Reduce -5.2% | 39,807 | $777K |
| Essex Financial Services, Inc. | 0.05% | No change | 39,671 | $774K |
| L & S Advisors Inc | 0.09% | Reduce -3.9% | 39,539 | $771K |
| JPMorgan Chase & Co. | 0.00% | Add +9.6% | 39,367 | $768K |
| CFO4Life Group, LLC | 0.13% | No change | 37,095 | $724K |
| Private Trust Co. NA | 0.07% | Reduce -7.4% | 36,814 | $718K |
| Intrepid Financial Planning Group LLC | 0.30% | Add +21.4% | 36,705 | $716K |
| Crew Capital Management, Ltd | 0.58% | Reduce -18.3% | 35,939 | $701K |
| American Institute for Advanced Investment Management, LLP | 0.52% | Add +0.8% | 35,485 | $692K |
| Hickory Asset Management, Inc. | 0.56% | — | 33,950 | $662K |
| Kestra Investment Management, LLC | 0.03% | Add +9.3% | 33,504 | $654K |
| Avantax Advisory Services, Inc. | 0.00% | Add +0.4% | 33,336 | $650K |
| Alteri Wealth LLC | 0.18% | — | 33,294 | $650K |
| Acorn Wealth Advisors, LLC | 0.27% | Add +0.9% | 32,945 | $643K |
| Janney Montgomery Scott LLC | 0.00% | Add +70.2% | 32,924 | $642K |
| Integral Investment Advisors, Inc. | 0.21% | Add +23.6% | 32,508 | $634K |
| Inspire Advisors, LLC | 0.07% | Add +3.9% | 30,683 | $599K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +17.9% | 30,449 | $594K |
| Nelson Capital Management, LLC | 0.10% | No change | 29,975 | $585K |
| Activest Wealth Management | 0.16% | Add +1.2% | 29,790 | $581K |
| Centaurus Financial, Inc. | 0.03% | Add +22.3% | 29,202 | $570K |
| HRT Financial LP | 0.00% | New | 29,167 | $569K |
| Corient Private Wealth LP | 0.00% | Add +2.2% | 28,689 | $560K |
| Western Wealth Management, LLC | 0.03% | Add +36.2% | 28,084 | $548K |
| Meridian Wealth Advisors, LLC | 0.09% | Add +30.2% | 28,000 | $546K |
| Stifel Financial Corp. | 0.00% | Add +28.6% | 27,376 | $534K |
| IHT Wealth Management, LLC | 0.02% | Reduce -41.2% | 27,187 | $530K |
| Segall Bryant & Hamill, LLC | 0.01% | Add +4.8% | 26,922 | $525K |
| WealthBridge Capital Management, LLC | 0.14% | No change | 26,400 | $515K |
| CSM Advisors, LLC | 0.02% | No change | 26,100 | $509K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -4.0% | 25,642 | $506K |
| MSH Capital Advisors LLC | 0.16% | Reduce -5.3% | 25,413 | $496K |
| Medallion Wealth Advisors, LLC | 0.24% | — | 25,728 | $494K |
| Madrona Financial Services, LLC | 0.13% | Reduce -4.2% | 24,944 | $487K |
| Level Four Advisory Services, LLC | 0.02% | Add +23.9% | 24,009 | $468K |
| Cornerstone Wealth Management, LLC | 0.03% | Reduce -12.3% | 23,433 | $457K |
| Global Retirement Partners, LLC | 0.01% | Reduce -9.1% | 23,358 | $456K |
| Firestone Capital Management | 0.11% | Add +0.2% | 23,194 | $453K |
| Financial Advocates Investment Management | 0.03% | Add +4.3% | 22,812 | $445K |
| Freedom Investment Management, Inc. | 0.04% | Add +0.0% | 22,457 | $438K |
| IFG Advisory, LLC | 0.02% | Add +8.1% | 22,444 | $438K |
| CENTRAL TRUST Co | 0.01% | Add +64.8% | 21,920 | $428K |
| WCG Wealth Advisors LLC | 0.03% | Add +1.6% | 21,841 | $426K |
| Barnes Wealth Management Group, Inc | 0.29% | — | 21,811 | $426K |
| Advisory Services Network, LLC | 0.01% | Add +5.2% | 21,550 | $420K |
| Gotham Asset Management | 0.00% | Add +51.9% | 21,304 | $416K |
| Syntegra Private Wealth Group, LLC | 0.05% | New | 21,106 | $412K |
| Millington Financial Advisors, LLC | 0.24% | Add +22.4% | 20,755 | $406K |
| RVW Wealth, LLC | 0.04% | No change | 20,803 | $406K |
| Austin Wealth Management, LLC | 0.08% | Reduce -26.7% | 20,204 | $400K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | No change | 20,000 | $389K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +12.1% | 19,679 | $384K |
| AMG National Trust Bank | 0.01% | No change | 19,088 | $372K |
| Whittier Trust Co. | 0.00% | No change | 19,064 | $372K |
| Trilogy Capital Inc. | 0.02% | Add +2.9% | 18,109 | $353K |
| Atria Wealth Solutions, Inc. | 0.00% | New | 17,955 | $350K |
| Entrewealth, LLC | 0.32% | — | 16,768 | $350K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Add +1.1% | 17,383 | $339K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -40.7% | 17,322 | $338K |
| PFG Investments, LLC | 0.02% | New | 17,317 | $338K |
| GeoWealth Management, LLC | 0.01% | Reduce -21.3% | 17,189 | $335K |
| Channel Wealth LLC | 0.11% | Reduce -1.4% | 17,001 | $332K |
| Thompson David Blair | 0.24% | — | 16,652 | $325K |
| Sanctuary Advisors, LLC | 0.00% | Add +1.7% | 16,096 | $322K |
| IFP Advisors, Inc | 0.01% | Reduce -2.0% | 16,441 | $321K |
| SteelPeak Wealth, LLC | 0.01% | New | 16,355 | $321K |
| Bison Wealth, LLC | 0.04% | — | 16,407 | $320K |
| Plan Group Financial, LLC | 0.17% | Add +0.4% | 16,226 | $317K |
| Ignite Planners, LLC | 0.07% | Reduce -16.9% | 15,826 | $316K |
| Focus Financial Network, Inc. | 0.01% | Reduce -75.2% | 15,933 | $312K |
| Lewis Asset Management, LLC | 0.23% | Reduce -0.0% | 15,675 | $306K |
| Beacon Financial Group | 0.03% | Add +1.5% | 15,637 | $305K |
| Sunbelt Securities, Inc. | 0.03% | Reduce -5.3% | 15,345 | $299K |
| First Citizens Bank & Trust Co. | 0.01% | Add +43.2% | 14,750 | $288K |
| Cherry Tree Wealth Management, LLC | 0.07% | Add +2.9% | 14,528 | $283K |
| Oxinas Partners, LLC | 0.17% | Reduce -18.9% | 14,521 | $283K |
| Breakwater Capital Group | 0.06% | Add +15.9% | 14,216 | $277K |
| Independent Financial Group, LLC | 0.01% | Reduce -0.4% | 14,164 | $276K |
| Avior Wealth Management, LLC | 0.01% | Reduce -0.0% | 13,954 | $272K |
| Sowell Financial Services LLC | 0.01% | Reduce -21.7% | 13,437 | $262K |
| SeaCrest Wealth Management, LLC | 0.03% | Reduce -22.9% | 13,433 | $262K |
| Howard Bailey Securities, LLC | 0.10% | Add +3.2% | 13,160 | $257K |
| Comerica Bank | 0.00% | Add +17.8% | 13,121 | $256K |
| Cornerstone Select Advisors, LLC | 0.25% | — | 13,112 | $256K |
| Scotia Capital Inc. | 0.00% | Add +6.2% | 12,590 | $246K |
| Goldman Sachs Group Inc. | 0.00% | New | 12,212 | $238K |
| Pathstone Holdings, LLC | 0.00% | Reduce -0.9% | 12,175 | $238K |
| 1900 Wealth Management LLC | 0.02% | Add +0.1% | 12,000 | $234K |
| MIdWestOne Financial Group, Inc. | 0.03% | New | 12,000 | $234K |
| NBT Bank, N.A. | 0.02% | No change | 12,000 | $234K |
| My Legacy Advisors, LLC | 0.09% | Reduce -0.8% | 11,830 | $234K |
| Freestone Capital Holdings, LLC | 0.01% | Add +7.7% | 11,634 | $227K |
| Keystone Financial Group | 0.02% | Reduce -0.6% | 11,600 | $226K |
| HF Advisory Group, LLC | 0.10% | Reduce -8.2% | 11,545 | $225K |
| B. Riley Wealth Advisors, Inc. | 0.01% | New | 10,711 | $210K |
| American Investment Services, Inc. | 0.04% | No change | 10,723 | $209K |
| Susquehanna International Group, LLP | 0.00% | New | 10,643 | $208K |
| US Bancorp \de | 0.00% | Add +1.1% | 10,593 | $207K |
| Perennial Investment Advisors, LLC | 0.02% | Reduce -12.9% | 10,468 | $204K |
| MeadowBrook Investment Advisors LLC | 0.18% | Add +1.9% | 10,465 | $204K |
| AE Wealth Management LLC | 0.00% | Reduce -10.1% | 10,125 | $198K |
| Onyx Bridge Wealth Group LLC | 0.03% | Add +1.4% | 10,022 | $196K |
| Cary Street Partners Financial LLC | 0.01% | — | 10,000 | $195K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 10,000 | $195K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.9% | 10,000 | $195K |
| Larson Financial Group LLC | 0.01% | Reduce -6.4% | 9,789 | $191K |
| 1620 Investment Advisors, Inc. | 0.14% | New | 9,390 | $183K |
| Albion Financial Group | 0.01% | No change | 9,154 | $179K |
| Tidemark, LLC | 0.06% | No change | 8,625 | $168K |
| Running Point Capital Advisors, LLC | 0.05% | Reduce -28.8% | 8,218 | $160K |
| Chilton Capital Management LLC | 0.01% | No change | 8,214 | $160K |
| Front Row Advisors LLC | 0.05% | Add +6.7% | 8,000 | $157K |
| Atlas Capital Advisors Inc. | 0.02% | No change | 7,453 | $145K |
| Creative Financial Designs Inc. | 0.01% | Add +5.9% | 6,749 | $132K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 6,510 | $127K |
| Future Financial Wealth Managment LLC | 0.09% | No change | 6,305 | $123K |
| Winthrop Capital Management, LLC | 0.03% | Reduce -1.8% | 6,067 | $118K |
| GPS Wealth Strategies Group, LLC | 0.02% | Add +26.7% | 6,017 | $117K |
| Golden State Wealth Management, LLC | 0.02% | — | 5,861 | $114K |
| Howe & Rusling Inc. | 0.01% | Add +6.4% | 5,205 | $102K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 4,912 | $96K |
| Endeavor Private Wealth, Inc. | 0.09% | — | 4,661 | $91K |
| Continuum Advisory, LLC | 0.01% | No change | 4,671 | $91K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -22.4% | 4,081 | $80K |
| Pinnacle Bancorp, Inc. | 0.03% | No change | 4,006 | $78K |
| Orion Capital Management LLC | 0.03% | New | 3,800 | $74K |
| Householder Group Estate & Retirement Specialist, LLC | 0.05% | Reduce -54.7% | 3,527 | $68K |
| Angeles Wealth Management, LLC | 0.00% | New | 3,054 | $60K |
| Aptus Capital Advisors, LLC | 0.00% | Add +89.4% | 2,962 | $58K |
| UMB Bank, n.a. | 0.00% | No change | 2,962 | $58K |
| Geneos Wealth Management Inc. | 0.00% | No change | 2,542 | $50K |
| Vermillion Wealth Management, Inc. | 0.02% | — | 2,485 | $48K |
| Global Wealth Strategies & Associates | 0.01% | No change | 2,117 | $41K |
| New Millennium Group LLC | 0.02% | Reduce -0.3% | 1,799 | $35K |
| Bank of Montreal | 0.00% | No change | 1,120 | $34K |
| Rialto Wealth Management, LLC | 0.01% | — | 1,566 | $31K |
| Allworth Financial LP | 0.00% | No change | 1,446 | $29K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -2.0% | 1,297 | $25K |
| PSI Advisors, LLC | 0.01% | New | 1,251 | $24K |
| First Horizon Advisors, Inc. | 0.00% | Add +7.2% | 1,243 | $24K |
| Glass Jacobson Investment Advisors llc | 0.01% | Add +3.4% | 1,191 | $23K |
| CoreCap Advisors, LLC | 0.00% | Reduce -66.7% | 1,033 | $20K |
| Old Second National Bank of Aurora | 0.00% | No change | 1,000 | $20K |
| FMR LLC | 0.00% | Add +14066.7% | 850 | $17K |
| ORG Partners LLC | 0.00% | Add +1.4% | 785 | $15K |
| WPG Advisers, LLC | 0.01% | — | 770 | $15K |
| Simplex Trading, LLC | 0.00% | New | 723 | $14K |
| American Capital Advisory, LLC | 0.01% | No change | 693 | $14K |
| Harbour Investments, Inc. | 0.00% | Reduce -19.6% | 684 | $13K |
| Van Den Berg Management I, Inc. | 0.00% | No change | 600 | $12K |
| Ridgewood Investments LLC | 0.01% | Reduce -53.5% | 592 | $12K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 524 | $10K |
| AlphaMark Advisors, LLC | 0.00% | No change | 500 | $10K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 500 | $10K |
| Caldwell Trust Co | 0.00% | Add +71.1% | 498 | $10K |
| Webster Bank, N. A. | 0.00% | Add +68.1% | 422 | $8K |
| Fortis Group Advisors, LLC | 0.00% | No change | 375 | $7K |
| FLP Wealth Management, LLC | 0.02% | — | 367 | $7K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 327 | $6K |
| Sachetta, LLC | 0.00% | No change | 300 | $6K |
| Transce3nd, LLC | 0.00% | — | 263 | $5K |
| Park Square Financial Group, LLC | 0.00% | — | 203 | $4K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 169 | $3K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -46.7% | 160 | $3K |
| Ancora Advisors LLC | 0.00% | No change | 154 | $3K |
| Nemes Rush Group LLC | 0.00% | Add +1.6% | 127 | $2K |
| Delta Asset Management LLC | 0.00% | No change | 97 | $2K |
| National Bank of Canada | 0.00% | New | 95 | $2K |
| Blair William & Co. | 0.00% | Add +1.3% | 76 | $1K |
| REAP Financial Group, LLC | 0.00% | Reduce -7.9% | 70 | $1K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -97.3% | 56 | $1K |
| GS Investments, Inc. | 0.00% | No change | 50 | $976 |
| Christopher J. Hasenberg, Inc | 0.00% | No change | 35 | $683 |
| 2UniFi Bank | 0.00% | — | 33 | $644 |
| Lanark Financial, Inc. | 0.04% | — | 22 | $439 |
| Darwin Wealth Management, LLC | 0.00% | No change | 20 | $390 |
| Valley Wealth Managers, Inc. | 0.00% | No change | 6 | $126 |
| Fourth Dimension Wealth, LLC | 0.00% | — | 6 | $117 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 5 | $98 |
| Citigroup Inc. | 0.00% | New | 4 | $78 |
| Creekmur Asset Management LLC | 0.00% | No change | 2 | $32 |
"% 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.