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 |
| Duncker Streett & Co. Inc. | 0.18% | Reduce -18.5% | 53,762 | $1.0M |
| Alteri Wealth LLC | 0.33% | Add +1.5% | 53,454 | $1.0M |
| Jane Street Group, LLC | 0.00% | New | 52,359 | $990K |
| Quadrature Capital Ltd | 0.01% | Add +321.8% | 51,906 | $982K |
| L & S Advisors Inc | 0.10% | Reduce -1.2% | 50,529 | $956K |
| Kestra Investment Management, LLC | 0.02% | Add +16.7% | 49,572 | $937K |
| Adams Asset Advisors, LLC | 0.13% | Reduce -1.4% | 49,452 | $935K |
| Objective Capital Management, LLC | 0.92% | Add +10.8% | 47,758 | $903K |
| Apollon Financial, LLC | 0.13% | Reduce -27.5% | 46,963 | $888K |
| Triumph Capital Management | 0.19% | Reduce -3.3% | 45,350 | $858K |
| Syntegra Private Wealth Group, LLC | 0.08% | Reduce -3.1% | 43,651 | $825K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +9.8% | 40,040 | $757K |
| Alpha Cubed Investments, LLC | 0.02% | Add +0.0% | 38,011 | $719K |
| Integral Investment Advisors, Inc. | 0.17% | Add +3.2% | 36,991 | $700K |
| American Institute for Advanced Investment Management, LLP | 0.44% | Add +0.7% | 36,583 | $692K |
| Susquehanna International Group, LLP | 0.00% | Reduce -24.3% | 35,981 | $680K |
| CENTRAL TRUST Co | 0.01% | Add +5.8% | 34,813 | $658K |
| Scotia Capital Inc. | 0.00% | Add +107.5% | 34,698 | $656K |
| Merit Financial Group, LLC | 0.01% | Reduce -17.9% | 33,552 | $634K |
| First Citizens Bank & Trust Co. | 0.01% | Add +27.9% | 33,470 | $633K |
| Focus Partners Wealth | 0.00% | Add +45.5% | 33,327 | $630K |
| Continuum Advisory, LLC | 0.06% | Reduce -5.1% | 32,836 | $621K |
| Accel Wealth Management | 0.17% | Reduce -18.7% | 32,681 | $618K |
| Trinity Legacy Partners, LLC | 0.14% | Reduce -92.8% | 32,162 | $608K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -0.5% | 31,430 | $594K |
| Farther Finance Advisors, LLC | 0.01% | Add +15.5% | 31,073 | $588K |
| Prospect Financial Services LLC | 0.34% | Reduce -34.7% | 30,855 | $583K |
| Acorn Wealth Advisors, LLC | 0.17% | Reduce -1.6% | 30,145 | $570K |
| Activest Wealth Management | 0.11% | Add +0.4% | 29,982 | $567K |
| Private Trust Co. NA | 0.05% | No change | 29,932 | $566K |
| Centaurus Financial, Inc. | 0.03% | Reduce -2.1% | 29,881 | $565K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +15.4% | 29,827 | $564K |
| TrueWealth Advisors, LLC | 0.15% | Reduce -10.3% | 29,747 | $563K |
| WBH Advisory Inc. | 0.04% | Add +0.8% | 29,023 | $549K |
| Meridian Wealth Advisors, LLC | 0.08% | No change | 29,000 | $548K |
| MSH Capital Advisors LLC | 0.12% | Add +4.1% | 28,927 | $547K |
| Essex Financial Services, Inc. | 0.03% | Reduce -27.1% | 28,850 | $546K |
| Nelson Capital Management, LLC | 0.06% | Reduce -8.5% | 28,442 | $538K |
| Barnes Wealth Management Group, Inc | 0.29% | Add +1.1% | 28,301 | $535K |
| Madrona Financial Services, LLC | 0.11% | Reduce -1.6% | 27,712 | $524K |
| Corient Private Wealth LP | 0.00% | Reduce -2.4% | 27,537 | $522K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | New | 27,000 | $511K |
| Comerica Bank | 0.00% | Add +48.7% | 26,953 | $510K |
| WealthBridge Capital Management, LLC | 0.11% | No change | 25,700 | $486K |
| World Investment Advisors | 0.01% | New | 24,849 | $470K |
| Gotham Asset Management | 0.00% | Add +8.0% | 24,836 | $470K |
| Western Wealth Management, LLC | 0.02% | Add +8.6% | 24,791 | $469K |
| Segall Bryant & Hamill, LLC | 0.01% | Reduce -4.8% | 24,599 | $465K |
| FLC Capital Advisors | 0.08% | No change | 23,403 | $443K |
| IHT Wealth Management, LLC | 0.01% | Add +13.7% | 23,143 | $438K |
| 10Elms LLP | 0.46% | New | 23,010 | $435K |
| 1620 Investment Advisors, Inc. | 0.29% | Add +6.4% | 22,569 | $427K |
| Millington Financial Advisors, LLC | 0.19% | Reduce -15.7% | 21,994 | $424K |
| AQR Capital Management | 0.00% | No change | 21,726 | $411K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | Reduce -10.7% | 21,450 | $406K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -60.9% | 21,224 | $401K |
| Medallion Wealth Advisors, LLC | 0.13% | Reduce -7.5% | 21,117 | $399K |
| Thompson David Blair | 0.23% | — | 20,931 | $396K |
| RHS Financial, LLC | 0.19% | Reduce -54.3% | 20,925 | $396K |
| Wealthfront Advisers LLC | 0.00% | Add +26.4% | 20,538 | $388K |
| Beacon Financial Group | 0.04% | Add +1.6% | 20,154 | $381K |
| Stifel Financial Corp. | 0.00% | Reduce -6.3% | 19,591 | $370K |
| Kane Co Wealth Management, Inc. | 0.32% | — | 19,410 | $367K |
| WCG Wealth Advisors LLC | 0.01% | Reduce -4.3% | 19,386 | $367K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -21.9% | 18,729 | $354K |
| Foundations Investment Advisors, LLC | 0.00% | Add +13.2% | 18,442 | $349K |
| John W. Brooker & Co., CPAs | 0.62% | New | 18,191 | $344K |
| Austin Wealth Management, LLC | 0.05% | Add +10.2% | 17,791 | $343K |
| Whittier Trust Co. | 0.00% | Reduce -0.0% | 17,445 | $336K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Add +1.4% | 17,754 | $336K |
| AMG National Trust Bank | 0.01% | No change | 17,588 | $333K |
| Two Sigma Securities, LLC | 0.04% | New | 16,930 | $320K |
| Renaissance Technologies | 0.00% | New | 16,890 | $319K |
| CFO4Life Group, LLC | 0.05% | No change | 16,888 | $319K |
| GeoWealth Management, LLC | 0.01% | Add +2.5% | 16,853 | $319K |
| Firestone Capital Management | 0.07% | Reduce -14.7% | 16,691 | $316K |
| Inscription Capital, LLC | 0.03% | Add +1.6% | 16,472 | $311K |
| Allworth Financial LP | 0.00% | Reduce -2.0% | 16,446 | $311K |
| Invested Advisors | 0.32% | New | 16,397 | $310K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -20.9% | 16,388 | $310K |
| Focus Financial Network, Inc. | 0.01% | Add +0.3% | 15,597 | $296K |
| RVW Wealth, LLC | 0.02% | Reduce -26.9% | 15,196 | $287K |
| Bluefin Capital Management, LLC | 0.08% | New | 15,159 | $287K |
| Independent Financial Group, LLC | 0.01% | Add +7.2% | 15,001 | $284K |
| Kohmann Bosshard Financial Services, LLC | 0.03% | Reduce -21.9% | 14,972 | $283K |
| Inspire Advisors, LLC | 0.03% | Reduce -23.4% | 14,857 | $281K |
| Captrust Financial Advisors | 0.00% | Add +4.2% | 14,417 | $273K |
| Advisors Management Group Inc. | 0.05% | Reduce -7.8% | 14,296 | $270K |
| Lewis Asset Management, LLC | 0.11% | Add +0.6% | 14,087 | $266K |
| IFP Advisors, Inc | 0.01% | Reduce -3.2% | 13,801 | $261K |
| Benjamin Edwards Inc. | 0.00% | New | 13,798 | $261K |
| Indivisible Partners | 0.03% | — | 13,353 | $253K |
| Ameritas Advisory Services, LLC | 0.01% | Add +140.2% | 12,863 | $243K |
| Sunbelt Securities, Inc. | 0.02% | Reduce -17.6% | 12,386 | $234K |
| Lanark Financial, Inc. | 0.02% | Add +42.9% | 12,322 | $233K |
| Pathstone Holdings, LLC | 0.00% | No change | 12,175 | $230K |
| Keystone Financial Group | 0.02% | Add +1.6% | 12,036 | $228K |
| MIdWestOne Financial Group, Inc. | 0.03% | No change | 12,000 | $227K |
| HRT Financial LP | 0.00% | New | 11,655 | $220K |
| Avior Wealth Management, LLC | 0.01% | Reduce -2.3% | 11,592 | $219K |
| Cornerstone Select Advisors, LLC | 0.15% | No change | 11,549 | $218K |
| WealthPLAN Partners, LLC | 0.03% | New | 11,281 | $213K |
| Cary Street Partners Financial LLC | 0.01% | No change | 10,770 | $204K |
| HF Advisory Group, LLC | 0.07% | Add +3.5% | 10,688 | $202K |
| Ritter Daniher Financial Advisory LLC / DE | 0.03% | Reduce -68.3% | 10,426 | $197K |
| PNC Financial Services Group, Inc. | 0.00% | Add +3.1% | 10,314 | $195K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 10,306 | $195K |
| Onyx Bridge Wealth Group LLC | 0.02% | Reduce -0.2% | 10,209 | $193K |
| Larson Financial Group LLC | 0.01% | Add +1.0% | 10,156 | $192K |
| WMS Group LLC | 0.24% | — | 10,000 | $189K |
| NBT Bank, N.A. | 0.01% | No change | 10,000 | $189K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 10,000 | $189K |
| AE Wealth Management LLC | 0.00% | Reduce -12.6% | 9,712 | $184K |
| Albion Financial Group | 0.01% | No change | 9,154 | $173K |
| Chilton Capital Management LLC | 0.01% | Add +17.5% | 8,460 | $160K |
| Front Row Advisors LLC | 0.05% | No change | 8,000 | $152K |
| MeadowBrook Investment Advisors LLC | 0.13% | No change | 7,695 | $146K |
| Atlas Capital Advisors Inc. | 0.02% | — | 7,453 | $141K |
| US Bancorp \de | 0.00% | Reduce -41.0% | 7,292 | $138K |
| Harbour Investments, Inc. | 0.00% | Add +17.2% | 6,682 | $126K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 6,510 | $123K |
| Tidemark, LLC | 0.03% | Reduce -6.7% | 6,439 | $122K |
| Golden State Wealth Management, LLC | 0.01% | Reduce -12.9% | 6,358 | $120K |
| SHP Wealth Management | 0.01% | — | 4,959 | $94K |
| Geneos Wealth Management Inc. | 0.00% | No change | 4,717 | $89K |
| Team Financial Group, LLC | 0.04% | Add +1.5% | 4,277 | $81K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 4,006 | $76K |
| Creative Financial Designs Inc. | 0.00% | Add +0.3% | 3,707 | $70K |
| Fortitude Family Office, LLC | 0.02% | No change | 3,544 | $67K |
| UMB Bank, n.a. | 0.00% | No change | 2,962 | $56K |
| Blair William & Co. | 0.00% | Add +0.0% | 2,731 | $52K |
| Abound Financial, LLC | 0.02% | New | 2,712 | $51K |
| International Assets Investment Management, LLC | 0.00% | New | 2,645 | $50K |
| Vermillion Wealth Management, Inc. | 0.02% | Add +1.6% | 2,622 | $50K |
| Birchwood Financial Partners, Inc. | 0.04% | — | 2,118 | $40K |
| Howe & Rusling Inc. | 0.00% | No change | 1,978 | $37K |
| Evolution Wealth Management Inc. | 0.03% | Reduce -57.4% | 1,976 | $37K |
| WPG Advisers, LLC | 0.02% | Reduce -6.2% | 1,728 | $33K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 1,564 | $30K |
| Cherry Tree Wealth Management, LLC | 0.01% | Reduce -12.5% | 1,333 | $25K |
| Old Second National Bank of Aurora | 0.00% | No change | 1,000 | $19K |
| Webster Bank, N. A. | 0.00% | Add +67.3% | 880 | $17K |
| ORG Partners LLC | 0.00% | Add +1.6% | 836 | $16K |
| New England Capital Financial Advisors LLC | 0.01% | No change | 823 | $16K |
| Winthrop Capital Management, LLC | 0.00% | No change | 768 | $15K |
| Financial Consulate, Inc. | 0.00% | New | 720 | $14K |
| Global Wealth Strategies & Associates | 0.00% | No change | 717 | $14K |
| FMR LLC | 0.00% | Add +4.6% | 706 | $13K |
| New Millennium Group LLC | 0.01% | Reduce -22.4% | 687 | $13K |
| CoreCap Advisors, LLC | 0.00% | Reduce -27.3% | 622 | $12K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 605 | $11K |
| Clarity Asset Management, Inc. | 0.01% | Add +1.6% | 553 | $10K |
| Simplex Trading, LLC | 0.00% | Add +35.7% | 517 | $10K |
| Noble Wealth Management PBC | 0.00% | No change | 500 | $9K |
| Caldwell Trust Co | 0.00% | No change | 498 | $9K |
| Glass Jacobson Investment Advisors llc | 0.00% | Reduce -59.5% | 463 | $9K |
| Realta Investment Advisors | 0.00% | Add +1.3% | 383 | $7K |
| Fortis Group Advisors, LLC | 0.00% | No change | 375 | $7K |
| Bank of Montreal | 0.00% | Add +73.0% | 1,937 | $7K |
| IFC & Insurance Marketing, Inc. | 0.01% | — | 302 | $6K |
| Ancora Advisors LLC | 0.00% | Add +87.0% | 288 | $5K |
| Fairway Wealth LLC | 0.00% | New | 257 | $5K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -95.1% | 230 | $4K |
| Nemes Rush Group LLC | 0.00% | Add +1.5% | 135 | $3K |
| Trust Co. of Vermont | 0.00% | No change | 132 | $2K |
| Turning Point Benefit Group, Inc. | 0.00% | No change | 122 | $2K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -46.8% | 115 | $2K |
| Strategic Wealth Partners, Ltd. | 0.00% | Add +3333.3% | 103 | $2K |
| Delta Asset Management LLC | 0.00% | No change | 97 | $2K |
| National Bank of Canada | 0.00% | Reduce -100.0% | 95 | $2K |
| REAP Financial Group, LLC | 0.00% | No change | 82 | $2K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -98.6% | 80 | $2K |
| Horizon Investments, LLC | 0.00% | No change | 65 | $1K |
| TD Private Client Wealth LLC | 0.00% | New | 51 | $964 |
| Running Point Capital Advisors, LLC | 0.00% | Reduce -99.4% | 40 | $756 |
| Harbor Investment Advisory, LLC | 0.00% | No change | 39 | $737 |
| Compass Financial Services Inc | 0.00% | No change | 36 | $688 |
| Blue Trust, Inc. | 0.00% | Reduce -41.7% | 35 | $662 |
| Strategic Advocates LLC | 0.00% | No change | 22 | $417 |
| Valley Wealth Managers, Inc. | 0.00% | No change | 7 | $130 |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 6 | $113 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 5 | $95 |
| Citigroup Inc. | 0.00% | New | 4 | $76 |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -99.9% | 1 | $19 |
"% 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.