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 |
| Duncker Streett & Co. Inc. | 0.22% | Reduce -1.7% | 65,988 | $1.3M |
| Unison Advisors LLC | 0.12% | Reduce -1.2% | 65,262 | $1.3M |
| Apollon Financial, LLC | 0.21% | Reduce -19.5% | 64,788 | $1.3M |
| Janney Montgomery Scott LLC | 0.00% | Add +31.4% | 63,348 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -7.2% | 56,787 | $1.1M |
| Apollon Wealth Management, LLC | 0.02% | Reduce -7.3% | 54,305 | $1.1M |
| Alteri Wealth LLC | 0.35% | Add +10.0% | 52,680 | $1.0M |
| L & S Advisors Inc | 0.11% | Reduce -23.9% | 51,125 | $993K |
| Nwam LLC | 0.05% | Add +2.8% | 50,934 | $990K |
| Adams Asset Advisors, LLC | 0.13% | Add +0.7% | 50,146 | $974K |
| Susquehanna International Group, LLP | 0.00% | Reduce -25.7% | 47,524 | $923K |
| Prospect Financial Services LLC | 0.53% | Reduce -15.8% | 47,259 | $918K |
| Triumph Capital Management | 0.25% | Add +7.5% | 46,902 | $911K |
| RHS Financial, LLC | 0.46% | Add +0.4% | 45,759 | $889K |
| Syntegra Private Wealth Group, LLC | 0.08% | Add +7.0% | 45,054 | $875K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -9.6% | 44,329 | $861K |
| Objective Capital Management, LLC | 0.87% | Add +32.1% | 43,107 | $838K |
| Kestra Investment Management, LLC | 0.02% | Reduce -0.2% | 42,480 | $825K |
| Merit Financial Group, LLC | 0.01% | Reduce -26.5% | 40,893 | $795K |
| Accel Wealth Management | 0.23% | Reduce -13.7% | 40,189 | $781K |
| Essex Financial Services, Inc. | 0.05% | Reduce -0.3% | 39,571 | $769K |
| Alpha Cubed Investments, LLC | 0.03% | Reduce -2.4% | 38,001 | $738K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -0.8% | 36,474 | $709K |
| American Institute for Advanced Investment Management, LLP | 0.46% | Reduce -1.6% | 36,333 | $706K |
| Integral Investment Advisors, Inc. | 0.19% | Reduce -4.8% | 35,842 | $696K |
| Continuum Advisory, LLC | 0.07% | Add +1.9% | 34,600 | $672K |
| TrueWealth Advisors, LLC | 0.17% | Add +0.6% | 33,153 | $644K |
| CENTRAL TRUST Co | 0.01% | Add +43.6% | 32,920 | $640K |
| Ritter Daniher Financial Advisory LLC / DE | 0.11% | New | 32,837 | $638K |
| Perigon Wealth Management, LLC | 0.01% | Add +24.0% | 31,576 | $614K |
| Nelson Capital Management, LLC | 0.07% | Add +25.9% | 31,091 | $604K |
| Acorn Wealth Advisors, LLC | 0.19% | Add +0.1% | 30,651 | $596K |
| Centaurus Financial, Inc. | 0.03% | Add +8.5% | 30,510 | $593K |
| Private Trust Co. NA | 0.05% | No change | 29,932 | $582K |
| Activest Wealth Management | 0.12% | Add +0.4% | 29,868 | $580K |
| Meridian Wealth Advisors, LLC | 0.08% | No change | 29,000 | $563K |
| WBH Advisory Inc. | 0.04% | Add +13.5% | 28,777 | $559K |
| Corient Private Wealth LP | 0.00% | Add +3.1% | 28,221 | $548K |
| Madrona Financial Services, LLC | 0.12% | Add +0.0% | 28,151 | $547K |
| Barnes Wealth Management Group, Inc | 0.30% | Add +5.1% | 28,008 | $544K |
| MSH Capital Advisors LLC | 0.14% | Add +7.1% | 27,791 | $540K |
| Farther Finance Advisors, LLC | 0.01% | Add +27.0% | 26,912 | $523K |
| First Citizens Bank & Trust Co. | 0.01% | Add +10.3% | 26,179 | $509K |
| Millington Financial Advisors, LLC | 0.24% | Add +0.7% | 26,104 | $503K |
| Segall Bryant & Hamill, LLC | 0.01% | Add +1.7% | 25,852 | $502K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +6.9% | 25,843 | $502K |
| WealthBridge Capital Management, LLC | 0.12% | No change | 25,700 | $499K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | Reduce -23.1% | 24,025 | $467K |
| Level Four Advisory Services, LLC | 0.02% | Add +21.4% | 23,976 | $466K |
| FLC Capital Advisors | 0.09% | Add +2.0% | 23,403 | $455K |
| Gotham Asset Management | 0.00% | No change | 22,999 | $447K |
| Focus Partners Wealth | 0.00% | Reduce -19.6% | 22,900 | $445K |
| Medallion Wealth Advisors, LLC | 0.16% | No change | 22,830 | $444K |
| Western Wealth Management, LLC | 0.02% | Reduce -16.3% | 22,829 | $444K |
| AQR Capital Management | 0.00% | New | 21,726 | $422K |
| 1620 Investment Advisors, Inc. | 0.28% | Add +26.8% | 21,215 | $412K |
| Stifel Financial Corp. | 0.00% | Add +15.8% | 20,912 | $406K |
| RVW Wealth, LLC | 0.03% | No change | 20,803 | $404K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -3.7% | 20,707 | $402K |
| IHT Wealth Management, LLC | 0.01% | Add +2.1% | 20,356 | $396K |
| WCG Wealth Advisors LLC | 0.02% | Add +0.1% | 20,248 | $393K |
| Beacon Financial Group | 0.04% | Add +0.3% | 19,842 | $386K |
| Firestone Capital Management | 0.08% | No change | 19,559 | $380K |
| Inspire Advisors, LLC | 0.04% | Reduce -39.5% | 19,387 | $377K |
| Kohmann Bosshard Financial Services, LLC | 0.04% | Reduce -30.9% | 19,170 | $372K |
| Advisory Services Network, LLC | 0.01% | Add +2.4% | 18,755 | $364K |
| Howard Bailey Securities, LLC | 0.10% | Add +3.2% | 18,205 | $354K |
| Comerica Bank | 0.00% | Add +19.8% | 18,123 | $352K |
| CSM Advisors, LLC | 0.01% | Reduce -31.0% | 18,000 | $350K |
| AMG National Trust Bank | 0.01% | Reduce -7.9% | 17,588 | $342K |
| Whittier Trust Co. | 0.00% | No change | 17,446 | $340K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Add +1.5% | 17,509 | $340K |
| CFO4Life Group, LLC | 0.05% | No change | 16,888 | $328K |
| Allworth Financial LP | 0.00% | Add +1060.5% | 16,781 | $326K |
| Scotia Capital Inc. | 0.00% | Add +7.7% | 16,725 | $325K |
| GeoWealth Management, LLC | 0.01% | Reduce -8.6% | 16,450 | $320K |
| Foundations Investment Advisors, LLC | 0.00% | Add +4.4% | 16,294 | $317K |
| Wealthfront Advisers LLC | 0.00% | Add +18.7% | 16,249 | $316K |
| Inscription Capital, LLC | 0.03% | Add +1.6% | 16,216 | $315K |
| Austin Wealth Management, LLC | 0.05% | Add +23.5% | 16,152 | $313K |
| Focus Financial Network, Inc. | 0.01% | Reduce -0.3% | 15,542 | $302K |
| Advisors Management Group Inc. | 0.05% | Add +0.1% | 15,507 | $301K |
| Sunbelt Securities, Inc. | 0.02% | Reduce -2.0% | 15,035 | $292K |
| IFP Advisors, Inc | 0.01% | Reduce -0.8% | 14,257 | $277K |
| Lewis Asset Management, LLC | 0.11% | Reduce -5.7% | 14,002 | $272K |
| Independent Financial Group, LLC | 0.01% | No change | 14,000 | $272K |
| Captrust Financial Advisors | 0.00% | New | 13,835 | $269K |
| Sowell Financial Services LLC | 0.01% | Reduce -5.5% | 13,647 | $265K |
| US Bancorp \de | 0.00% | No change | 12,358 | $240K |
| Quadrature Capital Ltd | 0.00% | Reduce -88.1% | 12,305 | $239K |
| Pathstone Holdings, LLC | 0.00% | No change | 12,175 | $237K |
| MIdWestOne Financial Group, Inc. | 0.03% | No change | 12,000 | $233K |
| Avior Wealth Management, LLC | 0.01% | Reduce -8.8% | 11,860 | $230K |
| Keystone Financial Group | 0.02% | Add +2.2% | 11,850 | $230K |
| Cornerstone Select Advisors, LLC | 0.17% | No change | 11,549 | $224K |
| American Investment Services, Inc. | 0.05% | No change | 11,328 | $220K |
| AE Wealth Management LLC | 0.00% | Add +1.9% | 11,113 | $216K |
| Savvy Advisors, Inc. | 0.01% | Reduce -3.4% | 10,996 | $214K |
| Cary Street Partners Financial LLC | 0.01% | No change | 10,770 | $209K |
| Ignite Planners, LLC | 0.03% | Reduce -17.4% | 10,368 | $201K |
| HF Advisory Group, LLC | 0.07% | Reduce -0.6% | 10,327 | $201K |
| Channel Wealth LLC | 0.05% | Reduce -1.8% | 10,270 | $200K |
| Onyx Bridge Wealth Group LLC | 0.02% | Add +1.4% | 10,229 | $199K |
| Larson Financial Group LLC | 0.01% | Add +0.8% | 10,059 | $195K |
| FDx Advisors, Inc. | 0.06% | New | 10,158 | $195K |
| Insigneo Advisory Services, LLC | 0.01% | New | 10,000 | $194K |
| NBT Bank, N.A. | 0.01% | Reduce -16.7% | 10,000 | $194K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 10,000 | $194K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 10,000 | $194K |
| Albion Financial Group | 0.01% | No change | 9,154 | $178K |
| Lanark Financial, Inc. | 0.01% | Reduce -21.2% | 8,624 | $168K |
| Front Row Advisors LLC | 0.05% | No change | 8,000 | $155K |
| MeadowBrook Investment Advisors LLC | 0.13% | Reduce -4.8% | 7,695 | $150K |
| Golden State Wealth Management, LLC | 0.02% | Reduce -2.0% | 7,303 | $142K |
| Chilton Capital Management LLC | 0.00% | Reduce -9.4% | 7,200 | $140K |
| Tidemark, LLC | 0.04% | Reduce -7.6% | 6,899 | $134K |
| Running Point Capital Advisors, LLC | 0.03% | Add +0.1% | 6,519 | $127K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -36.3% | 6,510 | $126K |
| Harbour Investments, Inc. | 0.00% | Add +1.8% | 5,701 | $111K |
| Smartleaf Asset Management LLC | 0.01% | Add +1.8% | 5,546 | $108K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -32.2% | 5,356 | $104K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 5,100 | $99K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -1.0% | 4,731 | $92K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -14.5% | 4,717 | $92K |
| Evolution Wealth Management Inc. | 0.09% | Reduce -32.3% | 4,642 | $90K |
| Wealthspire Advisors, LLC | 0.00% | New | 4,241 | $82K |
| Team Financial Group, LLC | 0.04% | Add +1.5% | 4,215 | $82K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 4,006 | $78K |
| Creative Financial Designs Inc. | 0.00% | Reduce -21.2% | 3,697 | $72K |
| Fortitude Family Office, LLC | 0.02% | No change | 3,544 | $69K |
| UMB Bank, n.a. | 0.00% | No change | 2,962 | $58K |
| Blair William & Co. | 0.00% | Add +0.1% | 2,730 | $53K |
| Vermillion Wealth Management, Inc. | 0.01% | Add +1.3% | 2,581 | $50K |
| Howe & Rusling Inc. | 0.00% | Reduce -53.8% | 1,978 | $38K |
| WPG Advisers, LLC | 0.03% | Reduce -0.1% | 1,843 | $36K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -80.3% | 1,645 | $32K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 1,564 | $30K |
| Cherry Tree Wealth Management, LLC | 0.01% | Reduce -43.6% | 1,524 | $30K |
| Future Financial Wealth Managment LLC | 0.02% | Reduce -60.5% | 1,305 | $25K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -28.2% | 1,140 | $22K |
| Glass Jacobson Investment Advisors llc | 0.01% | Add +12.4% | 1,142 | $22K |
| Bank of Montreal | 0.00% | No change | 1,120 | $22K |
| Old Second National Bank of Aurora | 0.00% | No change | 1,000 | $19K |
| New Millennium Group LLC | 0.01% | Reduce -29.1% | 885 | $17K |
| CoreCap Advisors, LLC | 0.00% | Add +57.1% | 856 | $17K |
| ESL Trust Services, LLC | 0.00% | New | 850 | $17K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +84700.0% | 848 | $16K |
| ORG Partners LLC | 0.00% | Add +1.5% | 823 | $16K |
| New England Capital Financial Advisors LLC | 0.01% | No change | 823 | $16K |
| Winthrop Capital Management, LLC | 0.00% | Reduce -87.5% | 768 | $15K |
| Global Wealth Strategies & Associates | 0.00% | No change | 717 | $14K |
| American Capital Advisory, LLC | 0.01% | No change | 693 | $13K |
| FMR LLC | 0.00% | Add +1063.8% | 675 | $13K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 605 | $12K |
| Clarity Asset Management, Inc. | 0.01% | Add +1.5% | 544 | $11K |
| Webster Bank, N. A. | 0.00% | No change | 526 | $10K |
| Noble Wealth Management PBC | 0.01% | — | 500 | $10K |
| Caldwell Trust Co | 0.00% | No change | 498 | $10K |
| Realta Investment Advisors | 0.00% | New | 378 | $7K |
| Fortis Group Advisors, LLC | 0.00% | No change | 375 | $7K |
| Simplex Trading, LLC | 0.00% | Reduce -34.1% | 381 | $7K |
| Sachetta, LLC | 0.00% | No change | 300 | $6K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -29.2% | 216 | $4K |
| Ancora Advisors LLC | 0.00% | No change | 154 | $3K |
| Nemes Rush Group LLC | 0.00% | Add +1.5% | 133 | $3K |
| Trust Co. of Vermont | 0.00% | Reduce -83.7% | 132 | $3K |
| Founders Financial Alliance, LLC | 0.00% | New | 131 | $3K |
| Turning Point Benefit Group, Inc. | 0.00% | New | 122 | $2K |
| North Capital, Inc. | 0.00% | Add +2.0% | 102 | $2K |
| Delta Asset Management LLC | 0.00% | No change | 97 | $2K |
| REAP Financial Group, LLC | 0.00% | Add +12.3% | 82 | $2K |
| Horizon Investments, LLC | 0.00% | No change | 65 | $1K |
| Blue Trust, Inc. | 0.00% | New | 60 | $1K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 39 | $758 |
| Compass Financial Services Inc | 0.00% | Add +2.9% | 36 | $696 |
| Strategic Advocates LLC | 0.00% | New | 22 | $427 |
| Valley Wealth Managers, Inc. | 0.00% | No change | 7 | $131 |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 6 | $117 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 5 | $98 |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 3 | $66 |
| Creekmur Asset Management LLC | 0.00% | No change | 1 | $17 |
"% 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.