Global X US Preferred ETFPFFDETF
13F holders, Q3 2025 (September 30)281holders −8
17new positions
19sold out
2famous investors
$19.43avg. 13F price*
At the end of Q3 2025, 281 institutions reported holding Global X US Preferred ETF (PFFD) in their 13F filings, down 8 from Q2 2025. 17 opened new positions and 19 sold out. The largest holders were Orgel Wealth Management, LLC ($136.5M), Bank of America Corp. ($110.9M) and Morgan Stanley ($86.6M). 2 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $49.7M |
| Exits | 19 | $8.2M |
All 13F filers, Q2 2025 → Q3 2025: 5,759,587 shares bought and 3,145,214 shares sold, net +2,614,373 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 281 holders
| Orgel Wealth Management, LLC | 3.11% | Add +0.9% | 7,026,957 | $136.5M |
| Bank of America Corp. | 0.01% | Add +0.7% | 5,706,946 | $110.9M |
| Morgan Stanley | 0.01% | Reduce -0.4% | 4,455,671 | $86.6M |
| LPL Financial LLC | 0.02% | Add +0.3% | 4,183,286 | $81.3M |
| Global X Japan Co., Ltd. | 5.86% | Reduce -1.6% | 3,484,454 | $67.7M |
| Wells Fargo & Company | 0.01% | Reduce -2.2% | 2,691,173 | $52.3M |
| New York Life Investment Management LLC | 0.31% | Reduce -1.6% | 1,818,645 | $35.3M |
| Mercer Global Advisors Inc. | 0.05% | New | 1,567,444 | $30.5M |
| FUKOKU MUTUAL LIFE INSURANCE Co | 1.86% | Add +68.8% | 1,551,000 | $30.1M |
| Lido Advisors, LLC | 0.12% | Add +0.5% | 1,545,514 | $30.0M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -13.9% | 1,413,810 | $27.5M |
| Cwm, LLC | 0.08% | Add +0.9% | 1,358,558 | $26.4M |
| State of Wisconsin - Board of Commissioners of Public Lands | 16.61% | No change | 1,341,305 | $26.1M |
| Full Sail Capital, LLC | 1.43% | Reduce -4.1% | 1,338,750 | $26.0M |
| Flaharty Asset Management, LLC | 2.67% | Add +3.5% | 1,079,887 | $21.0M |
| Rational Advisors, Inc. | 2.17% | Reduce -3.0% | 1,069,210 | $20.8M |
| Raymond James Financial Inc. | 0.01% | Add +2.7% | 1,021,372 | $19.8M |
| Creative Planning | 0.02% | Reduce -0.7% | 1,020,176 | $19.8M |
| Tiller Private Wealth, Inc. | 6.63% | Add +1.3% | 959,626 | $18.6M |
| Sei Investments Co. | 0.02% | Add +20.6% | 922,126 | $17.9M |
| Ameriprise Financial Inc. | 0.00% | Add +9.8% | 893,243 | $17.4M |
| UBS Group AG | 0.00% | Reduce -17.0% | 889,208 | $17.3M |
| Assetmark, Inc. | 0.04% | Reduce -0.6% | 839,836 | $16.3M |
| BNP Paribas Financial Markets | 0.01% | Add +422.6% | 735,060 | $14.3M |
| Steward Partners Investment Advisory, LLC | 0.07% | Add +3.9% | 660,449 | $12.8M |
| Royal Bank of Canada | 0.00% | Add +13.1% | 634,546 | $12.3M |
| MAI Capital Management | 0.08% | Add +109.2% | 631,694 | $12.3M |
| Cetera Investment Advisers | 0.01% | Reduce -45.0% | 590,552 | $11.5M |
| Conning Inc. | 0.40% | No change | 580,200 | $11.3M |
| Ocean Park Asset Management, LLC | 0.45% | New | 560,100 | $10.9M |
| Naples Global Advisors, LLC | 0.77% | Add +10.8% | 507,722 | $9.9M |
| Collective Family Office LLC | 2.33% | Add +3.0% | 500,480 | $9.7M |
| Park Avenue Securities LLC | 0.07% | Add +3.1% | 475,170 | $9.2M |
| Trinity Legacy Partners, LLC | 1.98% | Add +0.8% | 448,646 | $8.6M |
| MML Investors Services, LLC | 0.02% | Add +14.5% | 439,926 | $8.5M |
| Ahl Investment Management, Inc. | 5.27% | Reduce -4.9% | 397,096 | $7.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +12.2% | 394,666 | $7.7M |
| Prairiewood Capital, LLC | 2.48% | Add +6.3% | 384,263 | $7.5M |
| Kestra Advisory Services, LLC | 0.03% | Add +1.3% | 355,493 | $6.9M |
| Aire Advisors, LLC | 1.20% | Add +2.6% | 340,914 | $6.6M |
| National Bank of Canada | 0.01% | No change | 334,995 | $6.5M |
| HighTower Advisors, LLC | 0.01% | Reduce -2.9% | 308,790 | $6.0M |
| Texas Yale Capital Corp. | 0.19% | Add +16.5% | 306,549 | $6.0M |
| SWS Partners | 1.39% | Add +10.7% | 293,677 | $5.7M |
| Apella Capital, LLC | 0.13% | Add +340.5% | 292,962 | $5.7M |
| Collaborative Wealth Managment Inc. | 2.17% | Reduce -24.3% | 275,973 | $5.4M |
| Columbus Macro, LLC | 0.60% | Reduce -51.5% | 269,154 | $5.2M |
| WealthTrust Axiom LLC | 1.38% | Reduce -0.5% | 265,831 | $5.2M |
| Capitolis Liquid Global Markets LLC | 0.04% | Reduce -28.8% | 260,600 | $5.1M |
| Sound Income Strategies, LLC | 0.27% | Reduce -7.2% | 254,954 | $4.9M |
| Eagle Harbor Asset Management Inc. | 3.91% | Add +12.7% | 231,954 | $4.5M |
| Baird Financial Group, Inc. | 0.01% | Reduce -2.1% | 229,684 | $4.5M |
| Plan Group Financial, LLC | 1.17% | Add +59.0% | 223,393 | $4.3M |
| David Kennon Inc | 1.53% | Reduce -4.9% | 218,502 | $4.2M |
| Osaic Holdings, Inc. | 0.01% | Add +4.3% | 210,601 | $4.1M |
| Robertson Stephens Wealth Management, LLC | 0.12% | Reduce -10.7% | 208,122 | $4.0M |
| SBI Securities Co., Ltd. | 0.10% | Add +0.2% | 202,666 | $3.9M |
| Bank of Nova Scotia | 0.01% | Reduce -61.0% | 190,900 | $3.7M |
| Blue Edge Capital, LLC | 0.52% | Reduce -1.5% | 188,667 | $3.7M |
| Fifth Third Securities, Inc. | 0.24% | Add +6.1% | 180,615 | $3.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +7.5% | 174,882 | $3.4M |
| &partners | 0.02% | Add +17.3% | 161,254 | $3.1M |
| AlphaCore Capital LLC | 0.10% | Reduce -0.5% | 154,577 | $3.0M |
| Gerber Kawasaki Wealth & Investment Management | 0.10% | Add +5.0% | 153,416 | $3.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +0.1% | 150,124 | $2.9M |
| NewEdge Advisors, LLC | 0.01% | Add +65.1% | 149,017 | $2.9M |
| Global Retirement Partners, LLC | 0.06% | Reduce -3.3% | 148,712 | $2.9M |
| Great Valley Advisor Group, Inc. | 0.06% | Add +4.9% | 144,185 | $2.8M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +0.0% | 137,502 | $2.7M |
| Note Advisors, LLC | 1.57% | Add +4.6% | 135,931 | $2.6M |
| Summit Financial, LLC | 0.04% | New | 132,045 | $2.6M |
| Crews Bank & Trust | 0.35% | Reduce -1.7% | 123,230 | $2.4M |
| Gladstone Institutional Advisory LLC | 0.09% | Add +1.1% | 122,467 | $2.4M |
| Greenwood Capital Associates LLC | 0.27% | New | 120,240 | $2.3M |
| Private Advisor Group, LLC | 0.01% | Add +32.6% | 119,575 | $2.3M |
| First Interstate Bank | 0.13% | Reduce -2.2% | 119,018 | $2.3M |
| Traub Capital Management LLC | 2.11% | Reduce -0.1% | 109,576 | $2.1M |
| JPMorgan Chase & Co. | 0.00% | Add +200.8% | 107,691 | $2.1M |
| Trajan Wealth LLC | 0.09% | Reduce -8.3% | 107,636 | $2.1M |
| Mariner, LLC | 0.00% | Reduce -47.1% | 106,847 | $2.1M |
| CIBC Bancorp USA Inc. | 0.01% | — | 98,557 | $1.9M |
| Cyndeo Wealth Partners, LLC | 0.11% | No change | 98,439 | $1.9M |
| Equitable Holdings, Inc. | 0.01% | Add +4.8% | 97,507 | $1.9M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +468.7% | 94,703 | $1.9M |
| Prepared Retirement Institute LLC | 0.95% | Reduce -21.1% | 93,805 | $1.8M |
| FF Advisors,LLC | 0.85% | Add +10.5% | 91,613 | $1.8M |
| Cibc World Market Inc. | 0.00% | No change | 86,600 | $1.7M |
| Appleton Partners Inc. | 0.11% | Reduce -60.3% | 85,176 | $1.7M |
| AlphaStar Capital Management, LLC | 0.14% | New | 82,818 | $1.6M |
| Grey Ledge Advisors, LLC | 0.35% | Reduce -40.5% | 80,554 | $1.6M |
| Mutual Advisors, LLC | 0.03% | Add +5.9% | 78,786 | $1.5M |
| Waverly Advisors, LLC | 0.01% | Add +12.7% | 76,789 | $1.5M |
| Principal Securities, Inc. | 0.02% | Reduce -5.4% | 76,764 | $1.5M |
| Eagle Strategies LLC | 0.19% | Add +4.6% | 73,568 | $1.4M |
| Perissos Private Wealth Management, LLC | 1.03% | Add +1.0% | 72,944 | $1.4M |
| Investors Research Corp | 0.26% | Reduce -2.3% | 72,659 | $1.4M |
| Vestmark Advisory Solutions, Inc. | 0.03% | Reduce -41.4% | 69,525 | $1.4M |
| Advisors Capital Management, LLC | 0.02% | Reduce -0.3% | 68,641 | $1.3M |
| Plimoth Trust Co. LLC | 0.30% | Add +5.0% | 68,445 | $1.3M |
| CreativeOne Wealth, LLC | 0.03% | Reduce -21.6% | 68,268 | $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.