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 |
| Plimoth Trust Co. LLC | 0.29% | Add +3.9% | 65,205 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Add +69.4% | 63,950 | $1.2M |
| Renaissance Technologies | 0.00% | New | 61,300 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -5.7% | 61,157 | $1.2M |
| Good Life Advisors, LLC | 0.07% | Reduce -22.4% | 59,338 | $1.1M |
| Apollon Wealth Management, LLC | 0.02% | Reduce -16.4% | 58,549 | $1.1M |
| Prospect Financial Services LLC | 0.66% | Reduce -17.8% | 56,135 | $1.1M |
| Merit Financial Group, LLC | 0.01% | Reduce -28.7% | 55,648 | $1.0M |
| Nwam LLC | 0.06% | Add +4.5% | 49,542 | $949K |
| Adams Asset Advisors, LLC | 0.13% | New | 49,806 | $938K |
| Rockefeller Capital Management L.P. | 0.00% | Add +1.4% | 49,010 | $923K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -3.1% | 48,196 | $908K |
| Alteri Wealth LLC | 0.35% | Add +7.4% | 47,906 | $902K |
| Accel Wealth Management | 0.29% | Reduce -23.4% | 46,577 | $877K |
| RHS Financial, LLC | 0.49% | Reduce -23.1% | 45,567 | $858K |
| Triumph Capital Management | 0.25% | Add +3.9% | 43,636 | $822K |
| Kestra Investment Management, LLC | 0.02% | Reduce -61.8% | 42,582 | $802K |
| Syntegra Private Wealth Group, LLC | 0.08% | Add +107.9% | 42,106 | $793K |
| Citadel Advisors | 0.00% | Add +173.7% | 41,721 | $786K |
| Essex Financial Services, Inc. | 0.05% | No change | 39,671 | $747K |
| Alpha Cubed Investments, LLC | 0.03% | Add +282.9% | 38,923 | $733K |
| Integral Investment Advisors, Inc. | 0.20% | No change | 37,651 | $709K |
| Avantax Advisory Services, Inc. | 0.00% | Add +6.9% | 37,601 | $708K |
| American Institute for Advanced Investment Management, LLP | 0.49% | No change | 36,908 | $695K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +16.4% | 36,758 | $692K |
| JPMorgan Chase & Co. | 0.00% | Reduce -8.4% | 35,807 | $674K |
| Intrepid Financial Planning Group LLC | 0.27% | Reduce -0.4% | 34,636 | $652K |
| Continuum Advisory, LLC | 0.08% | Add +313.3% | 33,962 | $640K |
| Hickory Asset Management, Inc. | 0.53% | Reduce -0.7% | 33,958 | $639K |
| TrueWealth Advisors, LLC | 0.18% | Reduce -24.0% | 32,941 | $620K |
| Objective Capital Management, LLC | 0.69% | New | 32,626 | $614K |
| Inspire Advisors, LLC | 0.06% | Reduce -5.5% | 32,027 | $603K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | Reduce -98.0% | 31,246 | $588K |
| Acorn Wealth Advisors, LLC | 0.21% | Reduce -6.8% | 30,627 | $577K |
| Private Trust Co. NA | 0.05% | Reduce -10.6% | 29,932 | $564K |
| Activest Wealth Management | 0.14% | Add +0.4% | 29,757 | $560K |
| Meridian Wealth Advisors, LLC | 0.09% | No change | 29,000 | $546K |
| Focus Partners Wealth | 0.00% | Reduce -88.1% | 28,479 | $536K |
| Madrona Financial Services, LLC | 0.13% | Add +8.2% | 28,149 | $530K |
| Centaurus Financial, Inc. | 0.03% | Add +7.6% | 28,118 | $529K |
| Kohmann Bosshard Financial Services, LLC | 0.06% | Reduce -48.1% | 27,757 | $523K |
| Corient Private Wealth LP | 0.00% | Reduce -0.8% | 27,378 | $516K |
| Western Wealth Management, LLC | 0.03% | Reduce -21.1% | 27,259 | $513K |
| Barnes Wealth Management Group, Inc | 0.30% | Add +9.6% | 26,643 | $502K |
| Millington Financial Advisors, LLC | 0.25% | Add +17.3% | 25,928 | $495K |
| CSM Advisors, LLC | 0.01% | No change | 26,100 | $492K |
| MSH Capital Advisors LLC | 0.14% | Reduce -1.5% | 25,956 | $489K |
| WealthBridge Capital Management, LLC | 0.12% | No change | 25,700 | $484K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -0.7% | 25,469 | $480K |
| Segall Bryant & Hamill, LLC | 0.01% | Reduce -1.5% | 25,430 | $479K |
| WBH Advisory Inc. | 0.04% | Add +75.5% | 25,361 | $478K |
| Nelson Capital Management, LLC | 0.06% | Add +1.5% | 24,692 | $465K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +13.9% | 24,172 | $455K |
| First Citizens Bank & Trust Co. | 0.01% | Add +46.9% | 23,735 | $447K |
| Gotham Asset Management | 0.00% | Add +1.5% | 22,999 | $433K |
| FLC Capital Advisors | 0.09% | Reduce -53.3% | 22,954 | $432K |
| CENTRAL TRUST Co | 0.01% | No change | 22,920 | $432K |
| Medallion Wealth Advisors, LLC | 0.17% | Reduce -17.4% | 22,830 | $430K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -1.6% | 21,508 | $405K |
| Farther Finance Advisors, LLC | 0.01% | Add +179.1% | 21,195 | $399K |
| RVW Wealth, LLC | 0.03% | No change | 20,803 | $392K |
| WCG Wealth Advisors LLC | 0.02% | Reduce -1.0% | 20,227 | $381K |
| IHT Wealth Management, LLC | 0.01% | Add +7.6% | 19,946 | $376K |
| Beacon Financial Group | 0.04% | Add +0.8% | 19,783 | $373K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -12.8% | 19,755 | $372K |
| Firestone Capital Management | 0.09% | Reduce -15.9% | 19,559 | $368K |
| AMG National Trust Bank | 0.01% | No change | 19,088 | $359K |
| Advisory Services Network, LLC | 0.01% | Add +9.6% | 18,312 | $351K |
| Stifel Financial Corp. | 0.00% | Reduce -12.4% | 18,064 | $340K |
| GeoWealth Management, LLC | 0.01% | Add +2.2% | 18,004 | $339K |
| Howard Bailey Securities, LLC | 0.10% | Add +5.0% | 17,647 | $332K |
| Whittier Trust Co. | 0.00% | No change | 17,446 | $328K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Reduce -1.8% | 17,246 | $325K |
| CFO4Life Group, LLC | 0.05% | No change | 16,888 | $318K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -34.6% | 16,652 | $317K |
| 1620 Investment Advisors, Inc. | 0.23% | Add +23.6% | 16,732 | $315K |
| Inscription Capital, LLC | 0.04% | New | 15,966 | $301K |
| Sunbelt Securities, Inc. | 0.03% | Reduce -6.4% | 15,345 | $299K |
| Foundations Investment Advisors, LLC | 0.00% | New | 15,605 | $294K |
| Focus Financial Network, Inc. | 0.01% | Add +0.7% | 15,591 | $294K |
| Scotia Capital Inc. | 0.00% | Add +23.4% | 15,537 | $293K |
| Advisors Management Group Inc. | 0.06% | Reduce -7.8% | 15,500 | $292K |
| Comerica Bank | 0.00% | Add +15.2% | 15,126 | $285K |
| Lewis Asset Management, LLC | 0.13% | Reduce -3.6% | 14,843 | $279K |
| Sowell Financial Services LLC | 0.01% | Add +7.5% | 14,449 | $272K |
| IFP Advisors, Inc | 0.01% | Reduce -16.5% | 14,377 | $271K |
| KWB Wealth | 0.03% | Reduce -96.4% | 13,864 | $264K |
| Independent Financial Group, LLC | 0.01% | No change | 14,000 | $264K |
| Wealthfront Advisers LLC | 0.00% | New | 13,684 | $258K |
| Austin Wealth Management, LLC | 0.04% | Reduce -40.2% | 13,079 | $250K |
| Avior Wealth Management, LLC | 0.01% | Reduce -1.3% | 13,011 | $245K |
| Modern Wealth Management, LLC | 0.01% | Reduce -97.7% | 12,808 | $241K |
| Ignite Planners, LLC | 0.04% | Add +1.7% | 12,560 | $240K |
| US Bancorp \de | 0.00% | No change | 12,358 | $233K |
| Freedom Investment Management, Inc. | 0.02% | Reduce -2.3% | 12,242 | $231K |
| Pathstone Holdings, LLC | 0.00% | No change | 12,175 | $229K |
| MIdWestOne Financial Group, Inc. | 0.03% | No change | 12,000 | $226K |
| NBT Bank, N.A. | 0.02% | No change | 12,000 | $226K |
| Keystone Financial Group | 0.02% | No change | 11,600 | $218K |
| Cornerstone Select Advisors, LLC | 0.19% | Reduce -4.2% | 11,549 | $217K |
| Savvy Advisors, Inc. | 0.01% | New | 11,378 | $214K |
| American Investment Services, Inc. | 0.05% | Add +4.8% | 11,328 | $213K |
| Summit Trail Advisors, LLC | 0.00% | Add +12.5% | 11,250 | $212K |
| Lanark Financial, Inc. | 0.02% | Reduce -12.4% | 10,944 | $206K |
| AE Wealth Management LLC | 0.00% | Add +4.4% | 10,900 | $205K |
| Cary Street Partners Financial LLC | 0.01% | Add +7.7% | 10,770 | $203K |
| Oxinas Partners, LLC | 0.10% | Reduce -9.7% | 10,653 | $201K |
| SeaCrest Wealth Management, LLC | 0.02% | Add +0.1% | 10,595 | $200K |
| Channel Wealth LLC | 0.06% | Reduce -31.9% | 10,453 | $197K |
| HF Advisory Group, LLC | 0.08% | Add +1.8% | 10,386 | $196K |
| Cerity Partners LLC | 0.00% | New | 10,203 | $193K |
| CIBC Private Wealth Group LLC | 0.00% | Add +57.0% | 10,222 | $192K |
| Onyx Bridge Wealth Group LLC | 0.03% | Reduce -0.3% | 10,084 | $190K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 10,000 | $188K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 10,000 | $188K |
| Larson Financial Group LLC | 0.01% | Add +1.0% | 9,979 | $188K |
| Albion Financial Group | 0.01% | No change | 9,154 | $172K |
| Qube Research & Technologies Ltd | 0.00% | Add +40.5% | 8,371 | $158K |
| MeadowBrook Investment Advisors LLC | 0.14% | Reduce -22.8% | 8,080 | $152K |
| Front Row Advisors LLC | 0.05% | No change | 8,000 | $151K |
| Chilton Capital Management LLC | 0.01% | Reduce -3.2% | 7,950 | $150K |
| Ameritas Advisory Services, LLC | 0.01% | New | 7,901 | $149K |
| Tidemark, LLC | 0.05% | Reduce -2.5% | 7,467 | $141K |
| Atlas Capital Advisors Inc. | 0.02% | No change | 7,453 | $140K |
| Golden State Wealth Management, LLC | 0.02% | Reduce -13.6% | 7,452 | $140K |
| Evolution Wealth Management Inc. | 0.16% | — | 6,856 | $129K |
| Running Point Capital Advisors, LLC | 0.03% | Reduce -5.2% | 6,515 | $123K |
| Winthrop Capital Management, LLC | 0.03% | Add +1.2% | 6,140 | $116K |
| Harbour Investments, Inc. | 0.00% | Add +718.7% | 5,600 | $105K |
| Geneos Wealth Management Inc. | 0.00% | Add +117.0% | 5,516 | $104K |
| Smartleaf Asset Management LLC | 0.01% | New | 5,448 | $102K |
| Brown Brothers Harriman & Co. | 0.00% | New | 5,100 | $96K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -8.4% | 4,777 | $90K |
| Creative Financial Designs Inc. | 0.01% | Reduce -10.6% | 4,693 | $88K |
| Howe & Rusling Inc. | 0.01% | Reduce -43.0% | 4,281 | $81K |
| Team Financial Group, LLC | 0.04% | New | 4,154 | $78K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 4,006 | $75K |
| Fortitude Family Office, LLC | 0.02% | New | 3,544 | $67K |
| Future Financial Wealth Managment LLC | 0.04% | Reduce -46.7% | 3,305 | $62K |
| UMB Bank, n.a. | 0.00% | No change | 2,962 | $56K |
| Blair William & Co. | 0.00% | Add +3442.9% | 2,728 | $51K |
| Cherry Tree Wealth Management, LLC | 0.01% | Reduce -6.7% | 2,703 | $51K |
| Vermillion Wealth Management, Inc. | 0.02% | Add +1.3% | 2,549 | $48K |
| WPG Advisers, LLC | 0.03% | Add +113.0% | 1,845 | $35K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -67.7% | 1,587 | $30K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 1,564 | $29K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -10.0% | 1,484 | $28K |
| Allworth Financial LP | 0.00% | No change | 1,446 | $27K |
| New Millennium Group LLC | 0.01% | Reduce -10.2% | 1,248 | $23K |
| Bank of Montreal | 0.00% | No change | 1,120 | $21K |
| Glass Jacobson Investment Advisors llc | 0.01% | Reduce -14.7% | 1,016 | $19K |
| Old Second National Bank of Aurora | 0.00% | No change | 1,000 | $19K |
| Arax Advisory Partners | 0.00% | New | 828 | $16K |
| New England Capital Financial Advisors LLC | 0.01% | New | 823 | $15K |
| ORG Partners LLC | 0.00% | Reduce -16.1% | 811 | $15K |
| Trust Co. of Vermont | 0.00% | New | 809 | $15K |
| Global Wealth Strategies & Associates | 0.00% | No change | 717 | $14K |
| American Capital Advisory, LLC | 0.01% | No change | 693 | $13K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 605 | $11K |
| CoreCap Advisors, LLC | 0.00% | No change | 545 | $10K |
| Clarity Asset Management, Inc. | 0.01% | New | 536 | $10K |
| Simplex Trading, LLC | 0.00% | Reduce -75.5% | 578 | $10K |
| Webster Bank, N. A. | 0.00% | No change | 526 | $10K |
| Caldwell Trust Co | 0.00% | No change | 498 | $9K |
| Asset Dedication, LLC | 0.00% | New | 441 | $8K |
| Fortis Group Advisors, LLC | 0.00% | No change | 375 | $7K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +1.0% | 305 | $6K |
| Sachetta, LLC | 0.00% | No change | 300 | $6K |
| AdvisorNet Financial, Inc | 0.00% | New | 237 | $4K |
| Park Square Financial Group, LLC | 0.00% | Add +6.4% | 216 | $4K |
| Ancora Advisors LLC | 0.00% | No change | 154 | $3K |
| Transce3nd, LLC | 0.00% | Reduce -23.4% | 144 | $3K |
| Nemes Rush Group LLC | 0.00% | Add +1.6% | 131 | $2K |
| North Capital, Inc. | 0.00% | Add +2.0% | 100 | $2K |
| Delta Asset Management LLC | 0.00% | No change | 97 | $2K |
| REAP Financial Group, LLC | 0.00% | No change | 73 | $1K |
| Horizon Investments, LLC | 0.00% | New | 65 | $1K |
| FMR LLC | 0.00% | Reduce -3.3% | 58 | $1K |
| Navigoe, LLC | 0.00% | New | 70 | $1K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 39 | $734 |
| Compass Financial Services Inc | 0.00% | No change | 35 | $664 |
| Christopher J. Hasenberg, Inc | 0.00% | No change | 35 | $659 |
| Valley Wealth Managers, Inc. | 0.00% | No change | 7 | $125 |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 6 | $113 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 5 | $95 |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 3 | $63 |
| Citigroup Inc. | 0.00% | Reduce -99.2% | 2 | $38 |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -94.4% | 1 | $19 |
| Creekmur Asset Management LLC | 0.00% | No change | 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.