Global X US Preferred ETFPFFDETF
13F holders, Q4 2025 (December 31)284holders +3
21new positions
24sold out
3famous investors
$18.93avg. 13F price*
At the end of Q4 2025, 284 institutions reported holding Global X US Preferred ETF (PFFD) in their 13F filings, up 3 from Q3 2025. 21 opened new positions and 24 sold out. The largest holders were Orgel Wealth Management, LLC ($139.4M), Bank of America Corp. ($113.7M) and LPL Financial LLC ($72.7M). 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 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $14.7M |
| Exits | 24 | $94.3M |
All 13F filers, Q3 2025 → Q4 2025: 4,125,243 shares bought and 10,212,321 shares sold, net −6,087,078 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 284 holders
| Orgel Wealth Management, LLC | 3.07% | Add +4.9% | 7,370,268 | $139.4M |
| Bank of America Corp. | 0.01% | Add +5.3% | 6,012,027 | $113.7M |
| LPL Financial LLC | 0.02% | Reduce -8.1% | 3,845,274 | $72.7M |
| Morgan Stanley | 0.00% | Reduce -33.4% | 2,968,352 | $56.1M |
| Wells Fargo & Company | 0.01% | Reduce -0.6% | 2,676,222 | $50.6M |
| New York Life Investment Management LLC | 0.28% | Reduce -6.9% | 1,693,467 | $32.0M |
| Envestnet Asset Management Inc. | 0.01% | Add +18.6% | 1,676,290 | $31.7M |
| Lido Advisors, LLC | 0.12% | Reduce -1.3% | 1,525,258 | $29.6M |
| FUKOKU MUTUAL LIFE INSURANCE Co | 1.92% | No change | 1,551,000 | $29.3M |
| Cwm, LLC | 0.07% | Add +5.0% | 1,426,501 | $27.0M |
| Mercer Global Advisors Inc. | 0.04% | Reduce -10.6% | 1,401,424 | $26.5M |
| State of Wisconsin - Board of Commissioners of Public Lands | 16.40% | No change | 1,341,305 | $25.4M |
| Flaharty Asset Management, LLC | 2.65% | Add +4.0% | 1,122,939 | $21.2M |
| Cetera Investment Advisers | 0.02% | Add +81.4% | 1,071,447 | $20.3M |
| Rational Advisors, Inc. | 2.16% | Reduce -1.8% | 1,049,537 | $19.8M |
| Creative Planning | 0.01% | Add +0.6% | 1,026,356 | $19.4M |
| Sei Investments Co. | 0.02% | Add +7.7% | 993,381 | $18.8M |
| Tiller Private Wealth, Inc. | 6.47% | Add +0.2% | 961,547 | $18.2M |
| Assetmark, Inc. | 0.03% | Add +1.5% | 852,381 | $16.1M |
| Columbus Macro, LLC | 1.56% | Add +179.2% | 751,499 | $14.2M |
| Royal Bank of Canada | 0.00% | Add +13.9% | 722,819 | $13.7M |
| UBS Group AG | 0.00% | Reduce -20.9% | 703,670 | $13.3M |
| MAI Capital Management | 0.08% | Add +8.8% | 687,446 | $13.0M |
| Steward Partners Investment Advisory, LLC | 0.07% | Add +1.1% | 668,076 | $12.6M |
| Collective Family Office LLC | 2.64% | Add +21.4% | 607,376 | $11.5M |
| Conning Inc. | 0.39% | No change | 580,200 | $11.0M |
| Naples Global Advisors, LLC | 0.76% | Add +5.5% | 535,866 | $10.2M |
| MML Investors Services, LLC | 0.02% | Add +7.0% | 470,691 | $8.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -47.8% | 465,932 | $8.8M |
| Raymond James Financial Inc. | 0.00% | Reduce -55.1% | 458,749 | $8.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +3.2% | 407,154 | $7.7M |
| Park Avenue Securities LLC | 0.07% | Reduce -14.4% | 406,849 | $7.7M |
| BNP Paribas Financial Markets | 0.00% | Reduce -46.0% | 396,556 | $7.5M |
| Carnegie Investment Counsel | 0.14% | New | 394,708 | $7.5M |
| Prairiewood Capital, LLC | 2.27% | Add +0.6% | 386,401 | $7.3M |
| Kestra Advisory Services, LLC | 0.03% | Add +6.1% | 377,162 | $7.1M |
| Texas Yale Capital Corp. | 0.20% | Add +11.1% | 340,590 | $6.4M |
| Aire Advisors, LLC | 1.15% | Reduce -2.3% | 332,991 | $6.3M |
| WealthTrust Axiom LLC | 1.59% | Add +23.0% | 327,067 | $6.2M |
| SWS Partners | 1.38% | Add +2.5% | 301,078 | $5.7M |
| AlphaStar Capital Management, LLC | 0.42% | Add +264.7% | 302,007 | $5.7M |
| Apella Capital, LLC | 0.11% | Add +0.6% | 294,674 | $5.6M |
| Plan Group Financial, LLC | 1.40% | Add +27.7% | 285,358 | $5.4M |
| HighTower Advisors, LLC | 0.01% | Reduce -18.7% | 251,045 | $4.7M |
| Sound Income Strategies, LLC | 0.22% | Reduce -4.8% | 242,721 | $4.7M |
| Eagle Harbor Asset Management Inc. | 3.70% | Add +1.8% | 236,154 | $4.5M |
| David Kennon Inc | 1.48% | Add +0.5% | 219,554 | $4.2M |
| Robertson Stephens Wealth Management, LLC | 0.10% | Reduce -6.0% | 195,533 | $3.7M |
| Blue Edge Capital, LLC | 0.49% | Add +2.7% | 193,747 | $3.7M |
| Collaborative Wealth Managment Inc. | 1.28% | Reduce -30.2% | 192,568 | $3.6M |
| SBI Securities Co., Ltd. | 0.09% | Reduce -5.1% | 192,412 | $3.6M |
| Fifth Third Securities, Inc. | 0.23% | Add +1.8% | 183,926 | $3.5M |
| First Interstate Bank | 0.18% | Add +50.0% | 178,592 | $3.4M |
| Advisory Services Network, LLC | 0.04% | Add +762.8% | 161,811 | $3.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -8.4% | 160,153 | $3.0M |
| AlphaCore Capital LLC | 0.06% | Reduce -1.8% | 151,748 | $2.9M |
| Note Advisors, LLC | 1.45% | Add +6.8% | 145,184 | $2.8M |
| Private Advisor Group, LLC | 0.01% | Add +20.4% | 143,920 | $2.7M |
| &partners | 0.01% | Reduce -15.4% | 136,375 | $2.6M |
| Great Valley Advisor Group, Inc. | 0.05% | Reduce -5.7% | 135,920 | $2.6M |
| JPMorgan Chase & Co. | 0.00% | Add +24.1% | 133,611 | $2.5M |
| Global Retirement Partners, LLC | 0.04% | Reduce -10.5% | 133,059 | $2.5M |
| Gerber Kawasaki Wealth & Investment Management | 0.09% | Reduce -14.3% | 131,539 | $2.5M |
| Osaic Holdings, Inc. | 0.00% | Reduce -38.7% | 129,033 | $2.4M |
| Summit Financial, LLC | 0.04% | Reduce -2.8% | 128,302 | $2.4M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -10.0% | 123,732 | $2.3M |
| Greenwood Capital Associates LLC | 0.25% | Add +2.0% | 122,595 | $2.3M |
| WealthPlan Investment Management, LLC | 0.15% | New | 120,832 | $2.3M |
| FF Advisors,LLC | 1.02% | Add +31.6% | 120,569 | $2.3M |
| Crews Bank & Trust | 0.33% | Reduce -2.3% | 120,415 | $2.3M |
| Gladstone Institutional Advisory LLC | 0.09% | Reduce -2.0% | 120,029 | $2.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -24.7% | 113,085 | $2.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +12.8% | 106,817 | $2.1M |
| Traub Capital Management LLC | 1.96% | Reduce -1.6% | 107,823 | $2.0M |
| Trajan Wealth LLC | 0.08% | Reduce -1.7% | 105,829 | $2.0M |
| Cibc World Markets Corp. | 0.01% | — | 104,538 | $2.0M |
| Hegarty Advisors, LLC | 1.62% | — | 98,955 | $1.9M |
| Waverly Advisors, LLC | 0.01% | Add +24.4% | 95,540 | $1.8M |
| Prepared Retirement Institute LLC | 0.90% | Add +1.2% | 94,952 | $1.8M |
| Cibc World Market Inc. | 0.00% | No change | 86,600 | $1.6M |
| Cyndeo Wealth Partners, LLC | 0.09% | Reduce -12.7% | 85,972 | $1.6M |
| NewEdge Advisors, LLC | 0.01% | Reduce -42.7% | 85,403 | $1.6M |
| Principal Securities, Inc. | 0.02% | Add +3.4% | 79,383 | $1.5M |
| Equitable Holdings, Inc. | 0.01% | Reduce -20.9% | 77,117 | $1.5M |
| Mutual Advisors, LLC | 0.03% | Reduce -2.6% | 76,742 | $1.5M |
| CreativeOne Wealth, LLC | 0.03% | Add +9.9% | 75,016 | $1.4M |
| Vestmark Advisory Solutions, Inc. | 0.02% | Add +7.3% | 74,564 | $1.4M |
| Grey Ledge Advisors, LLC | 0.32% | Reduce -7.7% | 74,319 | $1.4M |
| Eagle Strategies LLC | 0.17% | Reduce -2.2% | 71,931 | $1.4M |
| Investors Research Corp | 0.25% | Reduce -1.1% | 71,863 | $1.4M |
| Perissos Private Wealth Management, LLC | 1.17% | Reduce -1.5% | 71,855 | $1.4M |
| Advisors Capital Management, LLC | 0.02% | Add +1.6% | 69,736 | $1.3M |
| Plimoth Trust Co. LLC | 0.29% | Reduce -0.2% | 68,334 | $1.3M |
| Unison Advisors LLC | 0.11% | Add +3.3% | 67,445 | $1.3M |
| Janney Montgomery Scott LLC | 0.00% | Add +4.4% | 66,139 | $1.3M |
| Mariner, LLC | 0.00% | Reduce -42.1% | 61,838 | $1.2M |
| Rockefeller Capital Management L.P. | 0.00% | Add +37.8% | 61,069 | $1.2M |
| Nwam LLC | 0.06% | Add +8.5% | 55,275 | $1.1M |
| Appleton Partners Inc. | 0.07% | Reduce -34.8% | 55,536 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.5% | 55,398 | $1.0M |
"% 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.