Global X US Preferred ETFPFFDETF
13F holders, Q2 2025 (June 30)289holders
27new positions
30sold out
3famous investors
$18.82avg. 13F price*
At the end of Q2 2025, 289 institutions reported holding Global X US Preferred ETF (PFFD) in their 13F filings, unchanged from Q1 2025. 27 opened new positions and 30 sold out. The largest holders were Orgel Wealth Management, LLC ($131.1M), Bank of America Corp. ($106.7M) and Morgan Stanley ($84.2M). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $157.2M |
| Exits | 30 | $23.5M |
All 13F filers, Q1 2025 → Q2 2025: 13,121,498 shares bought and 7,563,946 shares sold, net +5,557,552 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 289 holders
| Orgel Wealth Management, LLC | 3.16% | New | 6,963,093 | $131.1M |
| Bank of America Corp. | 0.01% | Reduce -11.5% | 5,665,148 | $106.7M |
| Morgan Stanley | 0.01% | Add +3.9% | 4,472,337 | $84.2M |
| LPL Financial LLC | 0.03% | Reduce -26.5% | 4,170,782 | $78.5M |
| Global X Japan Co., Ltd. | 6.76% | Add +11.6% | 3,540,531 | $66.7M |
| Wells Fargo & Company | 0.01% | Add +17.1% | 2,751,174 | $51.8M |
| New York Life Investment Management LLC | 0.33% | Add +562.4% | 1,848,925 | $34.8M |
| Envestnet Asset Management Inc. | 0.01% | Add +14.6% | 1,642,627 | $30.9M |
| Lido Advisors, LLC | 0.15% | Add +3.0% | 1,537,167 | $28.9M |
| Full Sail Capital, LLC | 1.52% | Reduce -2.2% | 1,396,074 | $26.3M |
| Cwm, LLC | 0.09% | Add +1.5% | 1,345,912 | $25.3M |
| State of Wisconsin - Board of Commissioners of Public Lands | 16.23% | No change | 1,341,305 | $25.3M |
| Rational Advisors, Inc. | 2.15% | Add +0.8% | 1,102,418 | $20.8M |
| Cetera Investment Advisers | 0.03% | Add +12.6% | 1,072,979 | $20.2M |
| UBS Group AG | 0.00% | Add +16.6% | 1,071,466 | $20.2M |
| Flaharty Asset Management, LLC | 2.69% | Add +4.0% | 1,043,741 | $19.7M |
| Creative Planning | 0.02% | Reduce -0.4% | 1,027,036 | $19.3M |
| Raymond James Financial Inc. | 0.01% | Reduce -5.8% | 994,780 | $18.7M |
| Tiller Private Wealth, Inc. | 6.78% | Reduce -2.1% | 947,579 | $17.8M |
| FUKOKU MUTUAL LIFE INSURANCE Co | 1.10% | No change | 919,000 | $17.3M |
| Assetmark, Inc. | 0.04% | Add +4.1% | 845,138 | $15.9M |
| Ameriprise Financial Inc. | 0.00% | Add +8.4% | 813,408 | $15.2M |
| Sei Investments Co. | 0.02% | Add +31.7% | 764,477 | $14.4M |
| Steward Partners Investment Advisory, LLC | 0.09% | Add +5.4% | 635,671 | $12.0M |
| Conning Inc. | 0.40% | No change | 580,200 | $10.9M |
| Royal Bank of Canada | 0.00% | Reduce -21.8% | 560,892 | $10.6M |
| Columbus Macro, LLC | 1.28% | Add +16.2% | 554,683 | $10.4M |
| Bank of Nova Scotia | 0.02% | New | 488,900 | $9.2M |
| Collective Family Office LLC | 2.35% | Reduce -3.2% | 486,072 | $9.2M |
| Park Avenue Securities LLC | 0.08% | Add +5.5% | 461,058 | $8.7M |
| Naples Global Advisors, LLC | 0.74% | Add +6.9% | 458,365 | $8.6M |
| Trinity Legacy Partners, LLC | 2.05% | Reduce -0.4% | 444,869 | $8.5M |
| Ahl Investment Management, Inc. | 5.25% | Reduce -0.4% | 417,733 | $7.9M |
| MML Investors Services, LLC | 0.02% | Add +26.0% | 384,175 | $7.2M |
| Capitolis Liquid Global Markets LLC | 0.05% | New | 366,000 | $6.9M |
| Collaborative Wealth Managment Inc. | 2.99% | Reduce -12.1% | 364,576 | $6.9M |
| Prairiewood Capital, LLC | 2.53% | Add +6.7% | 361,425 | $6.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +9.9% | 351,882 | $6.6M |
| Kestra Advisory Services, LLC | 0.03% | Add +11.2% | 351,065 | $6.6M |
| National Bank of Canada | 0.01% | Add +352526.3% | 334,995 | $6.3M |
| Aire Advisors, LLC | 1.21% | Reduce -2.6% | 332,235 | $6.3M |
| HighTower Advisors, LLC | 0.01% | Reduce -6.2% | 317,869 | $6.0M |
| Iron Horse Wealth Management, LLC | 1.69% | Add +1.5% | 304,662 | $5.7M |
| MAI Capital Management | 0.04% | Reduce -11.3% | 301,958 | $5.7M |
| Sound Income Strategies, LLC | 0.30% | Reduce -1.2% | 274,715 | $5.2M |
| WealthTrust Axiom LLC | 1.48% | Reduce -1.9% | 267,231 | $5.0M |
| SWS Partners | 1.35% | Add +6.5% | 265,414 | $5.0M |
| Texas Yale Capital Corp. | 0.16% | Reduce -4.4% | 263,229 | $5.0M |
| Baird Financial Group, Inc. | 0.01% | Add +1.7% | 234,527 | $4.4M |
| Robertson Stephens Wealth Management, LLC | 0.15% | Add +7.2% | 232,944 | $4.4M |
| David Kennon Inc | 1.62% | Reduce -45.5% | 229,687 | $4.3M |
| Appleton Partners Inc. | 0.29% | Reduce -5.7% | 214,421 | $4.0M |
| Eagle Harbor Asset Management Inc. | 3.74% | Add +14.6% | 205,820 | $3.9M |
| Osaic Holdings, Inc. | 0.01% | Add +56.2% | 201,917 | $3.8M |
| SBI Securities Co., Ltd. | 0.11% | Reduce -31.9% | 202,324 | $3.8M |
| Mariner, LLC | 0.01% | Reduce -3.9% | 202,028 | $3.8M |
| Blue Edge Capital, LLC | 0.54% | Reduce -2.0% | 191,463 | $3.6M |
| Fifth Third Securities, Inc. | 0.24% | Add +6.5% | 170,221 | $3.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +14.6% | 162,658 | $3.1M |
| AlphaCore Capital LLC | 0.11% | Reduce -0.1% | 155,310 | $2.9M |
| Global Retirement Partners, LLC | 0.07% | — | 153,749 | $2.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -3.6% | 150,010 | $2.8M |
| Rockport Wealth LLC | 0.64% | Add +7.5% | 147,555 | $2.8M |
| Gerber Kawasaki Wealth & Investment Management | 0.11% | Add +17.1% | 146,108 | $2.8M |
| BNP Paribas Financial Markets | 0.00% | Reduce -57.3% | 140,669 | $2.6M |
| Plan Group Financial, LLC | 0.87% | Add +107.3% | 140,494 | $2.6M |
| &partners | 0.02% | Add +13.3% | 137,514 | $2.6M |
| Stratos Wealth Partners, LTD. | 0.04% | Reduce -4.6% | 137,491 | $2.6M |
| Great Valley Advisor Group, Inc. | 0.06% | Add +15.0% | 137,438 | $2.6M |
| Note Advisors, LLC | 1.69% | Add +8.1% | 129,976 | $2.4M |
| Crews Bank & Trust | 0.37% | Add +7.2% | 125,380 | $2.4M |
| First Interstate Bank | 0.13% | New | 121,662 | $2.3M |
| Gladstone Institutional Advisory LLC | 0.09% | Reduce -2.3% | 121,199 | $2.3M |
| Prepared Retirement Institute LLC | 1.32% | Reduce -9.9% | 118,938 | $2.2M |
| Vestmark Advisory Solutions, Inc. | 0.03% | Add +149.7% | 118,666 | $2.2M |
| Trajan Wealth LLC | 0.11% | Reduce -5.6% | 117,312 | $2.2M |
| Traub Capital Management LLC | 1.91% | — | 109,627 | $2.1M |
| Quadrature Capital Ltd | 0.03% | New | 103,685 | $2.0M |
| Cyndeo Wealth Partners, LLC | 0.11% | No change | 98,439 | $1.9M |
| Cibc World Markets Corp. | 0.01% | Add +5.6% | 97,354 | $1.8M |
| Equitable Holdings, Inc. | 0.01% | Add +2.8% | 93,084 | $1.8M |
| Grey Ledge Advisors, LLC | 0.43% | Add +16.5% | 135,355 | $1.8M |
| NewEdge Advisors, LLC | 0.01% | Add +9.3% | 90,238 | $1.7M |
| Private Advisor Group, LLC | 0.01% | Reduce -46.9% | 90,170 | $1.7M |
| CreativeOne Wealth, LLC | 0.04% | Add +3.9% | 87,061 | $1.6M |
| Cibc World Market Inc. | 0.00% | No change | 86,600 | $1.6M |
| FF Advisors,LLC | 0.81% | Add +5.4% | 82,891 | $1.6M |
| Principal Securities, Inc. | 0.03% | Add +5.6% | 81,167 | $1.5M |
| Apollon Financial, LLC | 0.32% | Reduce -5.2% | 80,463 | $1.5M |
| Mutual Advisors, LLC | 0.04% | Reduce -2.0% | 74,383 | $1.4M |
| Investors Research Corp | 0.27% | Reduce -1.3% | 74,370 | $1.4M |
| Perissos Private Wealth Management, LLC | 1.07% | Reduce -14.1% | 72,192 | $1.4M |
| Eagle Strategies LLC | 0.20% | Add +28.2% | 70,360 | $1.3M |
| Advisors Capital Management, LLC | 0.02% | Add +0.4% | 68,862 | $1.3M |
| Waverly Advisors, LLC | 0.01% | Add +3.0% | 68,159 | $1.3M |
| L & S Advisors Inc | 0.14% | Add +71.6% | 67,161 | $1.3M |
| Duncker Streett & Co. Inc. | 0.23% | Reduce -2.6% | 67,139 | $1.3M |
| Apella Capital, LLC | 0.03% | New | 66,502 | $1.3M |
| Unison Advisors LLC | 0.14% | Add +5.8% | 66,032 | $1.2M |
| Financial Advocates Investment Management | 0.10% | Reduce -21.2% | 65,370 | $1.2M |
"% 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.