Global X US Preferred ETFPFFDETF
13F holders, Q1 2025 (March 31)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 |
| Plan Group Financial, LLC | 0.46% | Add +317.8% | 67,789 | $1.3M |
| Waverly Advisors, LLC | 0.02% | Reduce -0.4% | 66,182 | $1.3M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -33.6% | 64,860 | $1.2M |
| Plimoth Trust Co. LLC | 0.31% | Reduce -9.2% | 62,775 | $1.2M |
| Unison Advisors LLC | 0.15% | Add +2.3% | 62,383 | $1.2M |
| Accel Wealth Management | 0.42% | Add +15.4% | 60,842 | $1.2M |
| RHS Financial, LLC | 0.63% | Reduce -28.6% | 59,267 | $1.1M |
| Bluefin Capital Management, LLC | 0.93% | — | 58,906 | $1.1M |
| Eagle Strategies LLC | 0.18% | Add +29.5% | 54,872 | $1.0M |
| Kohmann Bosshard Financial Services, LLC | 0.12% | Reduce -8.4% | 53,474 | $1.0M |
| Janney Montgomery Scott LLC | 0.00% | Add +51.0% | 49,728 | $947K |
| FLC Capital Advisors | 0.21% | Add +0.1% | 49,181 | $936K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -87.0% | 48,333 | $920K |
| Vestmark Advisory Solutions, Inc. | 0.02% | New | 47,533 | $905K |
| Nwam LLC | 0.08% | Add +3.7% | 47,406 | $903K |
| Alteri Wealth LLC | 0.37% | Add +34.0% | 44,620 | $850K |
| TrueWealth Advisors, LLC | 0.27% | Reduce -1.5% | 43,362 | $826K |
| Triumph Capital Management | 0.27% | Add +5.5% | 41,999 | $800K |
| Essex Financial Services, Inc. | 0.05% | No change | 39,671 | $755K |
| L & S Advisors Inc | 0.10% | Reduce -1.0% | 39,136 | $745K |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.7% | 39,103 | $745K |
| Susquehanna International Group, LLP | 0.00% | Add +254.7% | 37,747 | $719K |
| Integral Investment Advisors, Inc. | 0.23% | Add +15.8% | 37,651 | $717K |
| American Institute for Advanced Investment Management, LLP | 0.54% | Add +4.0% | 36,908 | $703K |
| Crew Capital Management, Ltd | 0.56% | Reduce -0.4% | 35,793 | $681K |
| Avantax Advisory Services, Inc. | 0.00% | Add +5.5% | 35,161 | $669K |
| Intrepid Financial Planning Group LLC | 0.31% | Reduce -5.3% | 34,768 | $662K |
| Western Wealth Management, LLC | 0.04% | Add +23.0% | 34,536 | $658K |
| Hickory Asset Management, Inc. | 0.58% | Add +0.7% | 34,199 | $651K |
| Inspire Advisors, LLC | 0.07% | Add +10.5% | 33,902 | $645K |
| Private Trust Co. NA | 0.07% | Reduce -9.1% | 33,462 | $637K |
| Acorn Wealth Advisors, LLC | 0.26% | Reduce -0.3% | 32,850 | $625K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +3.7% | 31,571 | $601K |
| Activest Wealth Management | 0.15% | Reduce -0.5% | 29,643 | $564K |
| Meridian Wealth Advisors, LLC | 0.09% | Add +3.6% | 29,000 | $552K |
| Corient Private Wealth LP | 0.00% | Reduce -3.8% | 27,597 | $525K |
| Medallion Wealth Advisors, LLC | 0.24% | Add +7.5% | 27,649 | $525K |
| MSH Capital Advisors LLC | 0.16% | Add +3.7% | 26,358 | $502K |
| Centaurus Financial, Inc. | 0.03% | Reduce -10.5% | 26,132 | $498K |
| CSM Advisors, LLC | 0.03% | No change | 26,100 | $497K |
| Madrona Financial Services, LLC | 0.14% | Add +4.3% | 26,024 | $495K |
| Segall Bryant & Hamill, LLC | 0.01% | Reduce -4.1% | 25,810 | $491K |
| WealthBridge Capital Management, LLC | 0.14% | Reduce -2.6% | 25,700 | $489K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -0.0% | 25,639 | $488K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -47.5% | 25,480 | $485K |
| Nelson Capital Management, LLC | 0.08% | Reduce -18.8% | 24,332 | $463K |
| Barnes Wealth Management Group, Inc | 0.30% | Add +11.5% | 24,320 | $463K |
| Firestone Capital Management | 0.12% | Add +0.3% | 23,251 | $443K |
| CENTRAL TRUST Co | 0.01% | Add +4.6% | 22,920 | $436K |
| Level Four Advisory Services, LLC | 0.02% | Reduce -5.6% | 22,665 | $432K |
| Gotham Asset Management | 0.00% | Add +6.3% | 22,651 | $431K |
| Cornerstone Wealth Management, LLC | 0.03% | Reduce -6.7% | 21,868 | $416K |
| Austin Wealth Management, LLC | 0.08% | Add +8.3% | 21,875 | $410K |
| Endeavor Private Wealth, Inc. | 0.22% | Add +358.1% | 21,354 | $407K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +7.8% | 21,218 | $404K |
| Millington Financial Advisors, LLC | 0.25% | Add +6.5% | 22,110 | $401K |
| RVW Wealth, LLC | 0.04% | No change | 20,803 | $396K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -55.1% | 20,781 | $396K |
| Stifel Financial Corp. | 0.00% | Reduce -24.6% | 20,628 | $393K |
| WCG Wealth Advisors LLC | 0.03% | Reduce -6.4% | 20,435 | $389K |
| Syntegra Private Wealth Group, LLC | 0.05% | Reduce -4.0% | 20,252 | $386K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | No change | 20,000 | $383K |
| Beacon Financial Group | 0.04% | Add +25.6% | 19,635 | $374K |
| AMG National Trust Bank | 0.01% | No change | 19,088 | $363K |
| IHT Wealth Management, LLC | 0.01% | Reduce -31.8% | 18,542 | $353K |
| GeoWealth Management, LLC | 0.01% | Add +2.5% | 17,611 | $335K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Add +1.0% | 17,554 | $334K |
| Whittier Trust Co. | 0.00% | Reduce -8.5% | 17,446 | $332K |
| IFP Advisors, Inc | 0.01% | Add +4.8% | 17,226 | $328K |
| CFO4Life Group, LLC | 0.05% | Reduce -54.5% | 16,888 | $322K |
| Howard Bailey Securities, LLC | 0.11% | Add +27.7% | 16,811 | $320K |
| Advisors Management Group Inc. | 0.07% | Reduce -98.4% | 16,806 | $320K |
| Advisory Services Network, LLC | 0.01% | Reduce -22.5% | 16,707 | $318K |
| Sunbelt Securities, Inc. | 0.03% | Add +6.8% | 16,395 | $312K |
| First Citizens Bank & Trust Co. | 0.01% | Add +9.5% | 16,155 | $308K |
| Focus Financial Network, Inc. | 0.01% | Reduce -2.8% | 15,490 | $295K |
| Lewis Asset Management, LLC | 0.24% | Reduce -1.8% | 15,401 | $293K |
| Channel Wealth LLC | 0.09% | Reduce -9.7% | 15,349 | $292K |
| Citadel Advisors | 0.00% | New | 15,244 | $290K |
| WBH Advisory Inc. | 0.03% | New | 14,451 | $275K |
| Independent Financial Group, LLC | 0.01% | Reduce -1.2% | 14,000 | $267K |
| 1620 Investment Advisors, Inc. | 0.20% | Add +44.2% | 13,542 | $258K |
| Sowell Financial Services LLC | 0.01% | No change | 13,437 | $256K |
| Avior Wealth Management, LLC | 0.01% | Reduce -5.6% | 13,176 | $251K |
| Comerica Bank | 0.00% | Add +0.0% | 13,126 | $250K |
| Scotia Capital Inc. | 0.00% | No change | 12,590 | $240K |
| Freedom Investment Management, Inc. | 0.02% | Reduce -44.2% | 12,525 | $238K |
| Lanark Financial, Inc. | 0.02% | — | 12,493 | $237K |
| US Bancorp \de | 0.00% | Add +16.7% | 12,358 | $235K |
| Pathstone Holdings, LLC | 0.00% | No change | 12,175 | $232K |
| Ignite Planners, LLC | 0.05% | Reduce -22.0% | 12,349 | $230K |
| Cornerstone Select Advisors, LLC | 0.22% | Reduce -8.1% | 12,049 | $229K |
| MIdWestOne Financial Group, Inc. | 0.03% | No change | 12,000 | $228K |
| NBT Bank, N.A. | 0.02% | No change | 12,000 | $228K |
| Oxinas Partners, LLC | 0.13% | Reduce -18.7% | 11,802 | $225K |
| My Legacy Advisors, LLC | 0.09% | Reduce -0.6% | 11,754 | $224K |
| Keystone Financial Group | 0.02% | No change | 11,600 | $221K |
| Two Sigma Securities, LLC | 0.03% | New | 11,257 | $214K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 10,832 | $206K |
| American Investment Services, Inc. | 0.04% | Add +0.8% | 10,806 | $206K |
| Breakwater Capital Group | 0.04% | Reduce -24.0% | 10,804 | $206K |
| SeaCrest Wealth Management, LLC | 0.02% | Reduce -21.2% | 10,587 | $202K |
| MeadowBrook Investment Advisors LLC | 0.19% | No change | 10,465 | $199K |
| AE Wealth Management LLC | 0.00% | Add +3.1% | 10,437 | $199K |
| Perennial Investment Advisors, LLC | 0.02% | Reduce -2.0% | 10,260 | $195K |
| HF Advisory Group, LLC | 0.08% | Reduce -11.7% | 10,199 | $194K |
| Alpha Cubed Investments, LLC | 0.01% | New | 10,166 | $194K |
| Onyx Bridge Wealth Group LLC | 0.03% | Add +0.9% | 10,111 | $193K |
| Summit Trail Advisors, LLC | 0.01% | New | 10,000 | $190K |
| Cary Street Partners Financial LLC | 0.01% | No change | 10,000 | $190K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 10,000 | $190K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 10,000 | $190K |
| Larson Financial Group LLC | 0.01% | Add +0.9% | 9,881 | $188K |
| Albion Financial Group | 0.01% | No change | 9,154 | $174K |
| Golden State Wealth Management, LLC | 0.02% | Add +47.2% | 8,626 | $164K |
| Continuum Advisory, LLC | 0.02% | Add +75.9% | 8,218 | $156K |
| Chilton Capital Management LLC | 0.01% | No change | 8,214 | $156K |
| Front Row Advisors LLC | 0.06% | No change | 8,000 | $152K |
| Tidemark, LLC | 0.05% | Reduce -11.2% | 7,658 | $146K |
| Farther Finance Advisors, LLC | 0.00% | Add +13462.5% | 7,595 | $144K |
| Howe & Rusling Inc. | 0.01% | Add +44.3% | 7,508 | $143K |
| Atlas Capital Advisors Inc. | 0.02% | No change | 7,453 | $142K |
| Running Point Capital Advisors, LLC | 0.04% | Reduce -16.4% | 6,874 | $131K |
| Future Financial Wealth Managment LLC | 0.09% | Reduce -1.6% | 6,205 | $118K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 6,510 | $118K |
| Winthrop Capital Management, LLC | 0.03% | Reduce -0.0% | 6,065 | $115K |
| Qube Research & Technologies Ltd | 0.00% | Add +45.9% | 5,956 | $113K |
| Creative Financial Designs Inc. | 0.01% | Reduce -22.2% | 5,252 | $100K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -13.3% | 5,216 | $99K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 4,912 | $93K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 4,006 | $76K |
| Angeles Wealth Management, LLC | 0.00% | No change | 3,054 | $58K |
| UMB Bank, n.a. | 0.00% | No change | 2,962 | $56K |
| Cherry Tree Wealth Management, LLC | 0.01% | Reduce -80.1% | 2,896 | $55K |
| Abound Financial, LLC | 0.03% | Reduce -97.2% | 2,838 | $54K |
| Geneos Wealth Management Inc. | 0.00% | No change | 2,542 | $48K |
| Vermillion Wealth Management, Inc. | 0.01% | Add +1.3% | 2,516 | $48K |
| Anderson Financial Strategies, LLC | 0.03% | New | 2,422 | $46K |
| Simplex Trading, LLC | 0.00% | Add +226.6% | 2,361 | $44K |
| First Horizon Advisors, Inc. | 0.00% | Add +32.7% | 1,649 | $31K |
| Rialto Wealth Management, LLC | 0.01% | No change | 1,566 | $30K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -47.2% | 1,564 | $30K |
| Allworth Financial LP | 0.00% | No change | 1,446 | $27K |
| New Millennium Group LLC | 0.02% | Reduce -22.7% | 1,390 | $26K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 1,191 | $23K |
| Bank of Montreal | 0.00% | No change | 1,120 | $21K |
| Old Second National Bank of Aurora | 0.00% | No change | 1,000 | $19K |
| ORG Partners LLC | 0.00% | Add +23.2% | 967 | $18K |
| WPG Advisers, LLC | 0.02% | Add +12.5% | 866 | $16K |
| Global Wealth Strategies & Associates | 0.00% | Reduce -66.1% | 717 | $14K |
| American Capital Advisory, LLC | 0.01% | No change | 693 | $13K |
| Harbour Investments, Inc. | 0.00% | No change | 684 | $13K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +21.0% | 605 | $12K |
| CoreCap Advisors, LLC | 0.00% | Reduce -47.2% | 545 | $10K |
| Webster Bank, N. A. | 0.00% | Add +24.6% | 526 | $10K |
| Noble Wealth Management PBC | 0.01% | New | 500 | $10K |
| Caldwell Trust Co | 0.00% | No change | 498 | $9K |
| Coldstream Capital Management Inc. | 0.00% | New | 491 | $9K |
| Fortis Group Advisors, LLC | 0.00% | No change | 375 | $7K |
| Realta Investment Advisors | 0.00% | New | 366 | $7K |
| Kiker Wealth Management, LLC | 0.00% | New | 364 | $7K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -76.7% | 302 | $6K |
| Sachetta, LLC | 0.00% | No change | 300 | $6K |
| Ridgewood Investments LLC | 0.00% | Reduce -50.0% | 296 | $6K |
| Spire Wealth Management | 0.00% | New | 276 | $5K |
| Citigroup Inc. | 0.00% | Add +6250.0% | 254 | $5K |
| Parkside Financial Bank & Trust | 0.00% | New | 227 | $4K |
| Park Square Financial Group, LLC | 0.00% | No change | 203 | $4K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 196 | $4K |
| Transce3nd, LLC | 0.00% | Reduce -28.5% | 188 | $4K |
| Ancora Advisors LLC | 0.00% | No change | 154 | $3K |
| Nemes Rush Group LLC | 0.00% | Add +1.6% | 129 | $2K |
| North Capital, Inc. | 0.00% | — | 98 | $2K |
| Delta Asset Management LLC | 0.00% | No change | 97 | $2K |
| National Bank of Canada | 0.00% | No change | 95 | $2K |
| Blair William & Co. | 0.00% | Add +1.3% | 77 | $1K |
| REAP Financial Group, LLC | 0.00% | Add +4.3% | 73 | $1K |
| FMR LLC | 0.00% | Reduce -92.9% | 60 | $1K |
| PSI Advisors, LLC | 0.00% | Reduce -96.5% | 44 | $842 |
| Harbor Investment Advisory, LLC | 0.00% | New | 39 | $743 |
| West Paces Advisors Inc. | 0.00% | New | 36 | $685 |
| Christopher J. Hasenberg, Inc | 0.00% | No change | 35 | $663 |
| Compass Financial Services Inc | 0.00% | New | 35 | $660 |
| Darwin Wealth Management, LLC | 0.00% | No change | 20 | $390 |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -88.8% | 18 | $343 |
| Valley Wealth Managers, Inc. | 0.00% | Add +16.7% | 7 | $125 |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 6 | $114 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 5 | $96 |
| Creekmur Asset Management LLC | 0.00% | Reduce -50.0% | 1 | $16 |
"% 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.