Global X US Preferred ETFPFFDETF
13F holders, Q1 2025 (March 31)289holders −6
23new positions
26sold out
2famous investors
$19.04avg. 13F price*
At the end of Q1 2025, 289 institutions reported holding Global X US Preferred ETF (PFFD) in their 13F filings, down 6 from Q4 2024. 23 opened new positions and 26 sold out. The largest holders were Bank of America Corp. ($121.9M), LPL Financial LLC ($108.1M) and Morgan Stanley ($82.0M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $16.9M |
| Exits | 26 | $17.8M |
All 13F filers, Q4 2024 → Q1 2025: 4,764,328 shares bought and 5,985,404 shares sold, net −1,221,076 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 289 holders
| Bank of America Corp. | 0.01% | Add +3.7% | 6,404,093 | $121.9M |
| LPL Financial LLC | 0.04% | Reduce -30.8% | 5,675,876 | $108.1M |
| Morgan Stanley | 0.01% | Reduce -0.8% | 4,305,724 | $82.0M |
| Global X Japan Co., Ltd. | 6.94% | Add +17.2% | 3,173,111 | $60.4M |
| Wells Fargo & Company | 0.01% | Reduce -2.3% | 2,348,782 | $44.7M |
| Hennion & Walsh Asset Management, Inc. | 1.35% | Add +8.7% | 1,593,344 | $30.3M |
| Lido Advisors, LLC | 0.17% | Add +10.5% | 1,492,124 | $28.4M |
| Envestnet Asset Management Inc. | 0.01% | Add +11.1% | 1,433,222 | $27.3M |
| Full Sail Capital, LLC | 1.76% | Add +4.3% | 1,426,866 | $27.2M |
| State of Wisconsin - Board of Commissioners of Public Lands | 16.49% | No change | 1,341,305 | $25.5M |
| Cwm, LLC | 0.10% | Add +2.0% | 1,326,042 | $25.2M |
| Rational Advisors, Inc. | 2.18% | Reduce -6.0% | 1,093,947 | $20.8M |
| Raymond James Financial Inc. | 0.01% | Add +5.5% | 1,056,338 | $20.1M |
| Creative Planning | 0.02% | Add +2.6% | 1,031,298 | $19.6M |
| Flaharty Asset Management, LLC | 2.76% | Add +8.2% | 1,003,503 | $19.1M |
| Tiller Private Wealth, Inc. | 7.67% | Add +3.8% | 967,685 | $18.4M |
| Cetera Investment Advisers | 0.04% | Add +30.8% | 953,135 | $18.1M |
| FUKOKU MUTUAL LIFE INSURANCE Co | 1.30% | No change | 919,000 | $17.5M |
| UBS Group AG | 0.00% | Add +10.3% | 918,602 | $17.5M |
| Assetmark, Inc. | 0.04% | Reduce -0.9% | 811,999 | $15.5M |
| Ameriprise Financial Inc. | 0.00% | Add +45.5% | 750,379 | $14.3M |
| Royal Bank of Canada | 0.00% | Add +5.4% | 717,579 | $13.7M |
| Steward Partners Investment Advisory, LLC | 0.10% | Add +8.0% | 603,090 | $11.5M |
| Sei Investments Co. | 0.01% | Add +19.4% | 580,601 | $11.1M |
| Conning Inc. | 0.41% | No change | 580,200 | $11.0M |
| Modern Wealth Management, LLC | 0.34% | Reduce -3.6% | 557,594 | $10.6M |
| Collective Family Office LLC | 2.58% | Add +25.1% | 502,065 | $9.6M |
| Columbus Macro, LLC | 1.20% | Add +33.4% | 477,489 | $9.1M |
| Trinity Legacy Partners, LLC | 2.13% | Add +25.3% | 446,546 | $8.4M |
| Park Avenue Securities LLC | 0.10% | Add +15.3% | 436,818 | $8.3M |
| Naples Global Advisors, LLC | 0.78% | Add +11.2% | 428,847 | $8.2M |
| David Kennon Inc | 3.19% | Add +7.2% | 421,415 | $8.0M |
| Ahl Investment Management, Inc. | 5.50% | Add +8.6% | 419,233 | $8.0M |
| Collaborative Wealth Managment Inc. | 3.69% | Add +1.6% | 414,831 | $7.9M |
| KWB Wealth | 0.90% | Reduce -6.8% | 384,133 | $7.5M |
| Aire Advisors, LLC | 1.37% | Add +2.9% | 341,206 | $6.5M |
| MAI Capital Management | 0.05% | Add +53.8% | 340,532 | $6.5M |
| Compton Financial Group, LLC | 1.86% | New | 340,055 | $6.5M |
| HighTower Advisors, LLC | 0.01% | Reduce -11.3% | 339,030 | $6.5M |
| Prairiewood Capital, LLC | 2.62% | Add +13.5% | 338,789 | $6.5M |
| BNP Paribas Financial Markets | 0.00% | Reduce -4.5% | 329,184 | $6.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Reduce -0.9% | 320,163 | $6.1M |
| Kestra Advisory Services, LLC | 0.03% | Add +17.4% | 315,721 | $6.0M |
| MML Investors Services, LLC | 0.02% | Reduce -4.7% | 304,892 | $5.8M |
| Iron Horse Wealth Management, LLC | 1.83% | Reduce -32.3% | 300,139 | $5.7M |
| SBI Securities Co., Ltd. | 0.19% | Add +1.8% | 296,870 | $5.7M |
| New York Life Investment Management LLC | 0.05% | Add +38.6% | 279,120 | $5.3M |
| Sound Income Strategies, LLC | 0.31% | Add +4.7% | 277,964 | $5.3M |
| Texas Yale Capital Corp. | 0.22% | Add +8.7% | 275,259 | $5.2M |
| WealthTrust Axiom LLC | 1.58% | Add +1.1% | 272,387 | $5.2M |
| SWS Partners | 1.56% | Add +10.7% | 249,210 | $4.7M |
| Focus Partners Wealth | 0.01% | Reduce -14.4% | 239,457 | $4.6M |
| Integras Partners LLC | 4.31% | Reduce -11.9% | 236,650 | $4.5M |
| Baird Financial Group, Inc. | 0.01% | Reduce -0.5% | 230,583 | $4.4M |
| Appleton Partners Inc. | 0.33% | Add +4.3% | 227,429 | $4.3M |
| Robertson Stephens Wealth Management, LLC | 0.15% | Reduce -3.6% | 217,270 | $4.1M |
| Leicht Financial Planning & Wealth Management, Inc. | 2.12% | Add +6.5% | 212,644 | $4.0M |
| Mariner, LLC | 0.01% | Reduce -15.8% | 210,307 | $4.0M |
| Blue Edge Capital, LLC | 0.60% | Reduce -0.6% | 195,361 | $3.7M |
| Eagle Harbor Asset Management Inc. | 3.47% | Add +17.0% | 179,532 | $3.4M |
| Private Advisor Group, LLC | 0.02% | Reduce -2.4% | 169,861 | $3.2M |
| Fifth Third Securities, Inc. | 0.26% | Add +10.3% | 159,840 | $3.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -8.2% | 155,630 | $3.0M |
| AlphaCore Capital LLC | 0.25% | New | 155,471 | $3.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +1157.8% | 153,598 | $2.9M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +6.4% | 144,173 | $2.7M |
| Collier Financial | 2.31% | New | 142,813 | $2.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +153.6% | 141,924 | $2.7M |
| Rockport Wealth LLC | 0.92% | Add +63.5% | 137,221 | $2.6M |
| Prepared Retirement Institute LLC | 1.60% | Reduce -32.7% | 132,001 | $2.5M |
| Osaic Holdings, Inc. | 0.01% | Reduce -17.4% | 129,257 | $2.5M |
| Gerber Kawasaki Wealth & Investment Management | 0.11% | Add +5.9% | 124,773 | $2.4M |
| Trajan Wealth LLC | 0.13% | New | 124,213 | $2.4M |
| Gladstone Institutional Advisory LLC | 0.11% | Add +25.4% | 124,075 | $2.4M |
| &partners | 0.02% | Add +84.1% | 121,427 | $2.3M |
| Note Advisors, LLC | 1.89% | Add +9.4% | 120,227 | $2.3M |
| Great Valley Advisor Group, Inc. | 0.05% | Add +57.7% | 119,502 | $2.3M |
| Crews Bank & Trust | 0.38% | Reduce -4.1% | 117,005 | $2.2M |
| Grey Ledge Advisors, LLC | 0.58% | Reduce -43.7% | 116,167 | $2.2M |
| Cyndeo Wealth Partners, LLC | 0.12% | No change | 98,439 | $1.9M |
| Kestra Investment Management, LLC | 0.03% | Add +232.9% | 111,532 | $1.8M |
| Cibc World Markets Corp. | 0.01% | Add +2.8% | 92,172 | $1.8M |
| Equitable Holdings, Inc. | 0.02% | Add +22.3% | 90,594 | $1.7M |
| Cibc World Market Inc. | 0.00% | No change | 86,600 | $1.6M |
| Apollon Financial, LLC | 0.38% | Reduce -1.6% | 84,833 | $1.6M |
| Perissos Private Wealth Management, LLC | 1.46% | Reduce -0.3% | 84,027 | $1.6M |
| CreativeOne Wealth, LLC | 0.05% | Reduce -0.4% | 83,762 | $1.6M |
| Financial Advocates Investment Management | 0.11% | Add +263.7% | 82,974 | $1.6M |
| NewEdge Advisors, LLC | 0.01% | Add +15.6% | 82,567 | $1.6M |
| Principal Securities, Inc. | 0.03% | Add +1.3% | 76,861 | $1.5M |
| Merit Financial Group, LLC | 0.02% | Reduce -55.7% | 78,050 | $1.5M |
| FF Advisors,LLC | 0.84% | Reduce -2.3% | 78,666 | $1.5M |
| Good Life Advisors, LLC | 0.10% | Add +53.2% | 76,459 | $1.5M |
| Investors Research Corp | 0.31% | Reduce -0.1% | 75,310 | $1.4M |
| Mutual Advisors, LLC | 0.04% | Add +2.6% | 75,907 | $1.4M |
| Apollon Wealth Management, LLC | 0.03% | Add +4.7% | 70,002 | $1.3M |
| Duncker Streett & Co. Inc. | 0.26% | Reduce -1.6% | 68,912 | $1.3M |
| Advisors Capital Management, LLC | 0.02% | Add +4.2% | 68,582 | $1.3M |
| Prospect Financial Services LLC | 0.72% | Add +21.0% | 68,289 | $1.3M |
| Flagship Harbor Advisors, LLC | 0.07% | Add +5.9% | 67,948 | $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.