Global X US Preferred ETFPFFDETF
13F holders, Q1 2026 (March 31)283holders −1
30new positions
24sold out
3famous investors
$18.40avg. 13F price*
At the end of Q1 2026, 283 institutions reported holding Global X US Preferred ETF (PFFD) in their 13F filings, down 1 from Q4 2025. 30 opened new positions and 24 sold out. The largest holders were Orgel Wealth Management, LLC ($129.6M), Bank of America Corp. ($97.6M) and LPL Financial LLC ($66.4M). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors'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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $99.2M |
| Exits | 24 | $5.5M |
All 13F filers, Q4 2025 → Q1 2026: 9,655,693 shares bought and 5,533,439 shares sold, net +4,122,254 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 283 holders
| Orgel Wealth Management, LLC | 2.79% | Reduce -4.4% | 7,045,871 | $129.6M |
| Bank of America Corp. | 0.01% | Reduce -11.8% | 5,305,892 | $97.6M |
| LPL Financial LLC | 0.02% | Reduce -6.1% | 3,610,103 | $66.4M |
| Global X Japan Co., Ltd. | 3.23% | New | 3,418,081 | $62.9M |
| Morgan Stanley | 0.00% | Reduce -3.6% | 2,861,716 | $52.7M |
| Wells Fargo & Company | 0.01% | Reduce -4.3% | 2,560,241 | $47.1M |
| Envestnet Asset Management Inc. | 0.01% | Add +34.2% | 2,249,640 | $41.4M |
| Lido Advisors, LLC | 0.12% | Add +7.7% | 1,642,883 | $30.2M |
| Susquehanna International Group, LLP | 0.04% | Add +4298.8% | 1,582,717 | $29.1M |
| FUKOKU MUTUAL LIFE INSURANCE Co | 1.87% | No change | 1,551,000 | $28.5M |
| State of Wisconsin - Board of Commissioners of Public Lands | 16.25% | No change | 1,341,305 | $24.7M |
| New York Life Investment Management LLC | 0.21% | Reduce -21.7% | 1,325,577 | $24.4M |
| Cetera Investment Advisers | 0.02% | Add +17.1% | 1,254,426 | $23.1M |
| Rational Advisors, Inc. | 2.50% | Add +19.1% | 1,249,820 | $23.0M |
| Flaharty Asset Management, LLC | 2.62% | Add +2.0% | 1,145,766 | $21.1M |
| Sei Investments Co. | 0.02% | Add +12.4% | 1,116,743 | $20.5M |
| Creative Planning | 0.01% | Add +1.2% | 1,038,341 | $19.1M |
| Bessemer Group Inc. | 0.03% | New | 1,001,871 | $18.4M |
| Tiller Private Wealth, Inc. | 6.48% | Add +3.0% | 990,412 | $18.2M |
| Columbus Macro, LLC | 1.81% | Add +22.3% | 919,406 | $16.9M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -38.4% | 862,915 | $15.9M |
| Assetmark, Inc. | 0.03% | Add +1.2% | 862,293 | $15.9M |
| MAI Capital Management | 0.08% | Add +4.7% | 719,883 | $13.2M |
| Collective Family Office LLC | 2.89% | Add +14.8% | 697,288 | $12.8M |
| Steward Partners Investment Advisory, LLC | 0.06% | Add +2.6% | 685,457 | $12.6M |
| UBS Group AG | 0.00% | Reduce -4.0% | 675,763 | $12.4M |
| Naples Global Advisors, LLC | 0.79% | Add +10.5% | 592,095 | $10.9M |
| Conning Inc. | 0.37% | No change | 580,200 | $10.7M |
| Royal Bank of Canada | 0.00% | Reduce -20.4% | 575,448 | $10.6M |
| Raymond James Financial Inc. | 0.00% | Add +23.3% | 565,389 | $10.4M |
| Carnegie Investment Counsel | 0.18% | Add +25.9% | 497,028 | $9.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +8.2% | 440,536 | $8.1M |
| MML Investors Services, LLC | 0.02% | Reduce -11.7% | 415,612 | $7.6M |
| Prairiewood Capital, LLC | 2.14% | Add +4.2% | 402,800 | $7.4M |
| AlphaStar Capital Management, LLC | 0.52% | Add +26.8% | 382,928 | $7.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -19.1% | 376,775 | $6.9M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -5.0% | 358,305 | $6.6M |
| Texas Yale Capital Corp. | 0.18% | Add +3.2% | 351,378 | $6.5M |
| Aire Advisors, LLC | 1.17% | Add +4.8% | 348,970 | $6.4M |
| Park Avenue Securities LLC | 0.05% | Reduce -17.3% | 336,564 | $6.2M |
| WealthTrust Axiom LLC | 1.49% | Add +0.8% | 329,514 | $6.1M |
| SWS Partners | 1.43% | Add +4.5% | 314,551 | $5.8M |
| Plan Group Financial, LLC | 1.33% | Add +7.8% | 307,627 | $5.7M |
| BNP Paribas Financial Markets | 0.00% | Reduce -23.0% | 305,456 | $5.6M |
| Thrivent Financial for Lutherans | 0.01% | New | 294,844 | $5.4M |
| Apella Capital, LLC | 0.08% | Reduce -3.8% | 283,436 | $5.4M |
| Eagle Harbor Asset Management Inc. | 3.99% | Add +7.3% | 253,450 | $4.7M |
| HighTower Advisors, LLC | 0.00% | Reduce -7.3% | 232,706 | $4.3M |
| Sound Income Strategies, LLC | 0.20% | Reduce -4.9% | 230,743 | $4.2M |
| Independent Advisor Alliance | 0.04% | New | 208,586 | $3.8M |
| First Interstate Bank | 0.21% | Add +14.6% | 204,730 | $3.8M |
| Blue Edge Capital, LLC | 0.49% | Add +4.0% | 201,465 | $3.7M |
| Fifth Third Securities, Inc. | 0.23% | Add +5.9% | 194,839 | $3.6M |
| Osaic Holdings, Inc. | 0.00% | Add +41.8% | 182,964 | $3.4M |
| SBI Securities Co., Ltd. | 0.09% | Reduce -5.3% | 182,294 | $3.4M |
| Baird Financial Group, Inc. | 0.01% | New | 181,630 | $3.3M |
| Advisory Services Network, LLC | 0.04% | Add +6.6% | 172,425 | $3.2M |
| &partners | 0.01% | Add +17.8% | 160,585 | $2.9M |
| AlphaCore Capital LLC | 0.07% | Add +4.0% | 157,752 | $2.9M |
| Robertson Stephens Wealth Management, LLC | 0.08% | Reduce -22.1% | 152,418 | $2.8M |
| WealthPlan Investment Management, LLC | 0.15% | Add +18.2% | 142,850 | $2.6M |
| JPMorgan Chase & Co. | 0.00% | Add +5.4% | 140,865 | $2.6M |
| Summit Financial, LLC | 0.03% | Add +2.9% | 131,995 | $2.4M |
| FF Advisors,LLC | 0.98% | Add +4.9% | 126,516 | $2.4M |
| Private Advisor Group, LLC | 0.01% | Reduce -9.4% | 130,441 | $2.4M |
| Greenwood Capital Associates LLC | 0.26% | Add +2.8% | 125,979 | $2.3M |
| Gladstone Institutional Advisory LLC | 0.09% | Add +4.6% | 125,549 | $2.3M |
| Great Valley Advisor Group, Inc. | 0.04% | Reduce -11.0% | 120,946 | $2.2M |
| Jane Street Group, LLC | 0.00% | Add +129.1% | 119,936 | $2.2M |
| Crews Bank & Trust | 0.32% | Reduce -0.8% | 119,515 | $2.2M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -6.4% | 115,824 | $2.1M |
| Trajan Wealth LLC | 0.08% | Add +7.3% | 113,522 | $2.1M |
| CIBC Bancorp USA Inc. | 0.00% | — | 113,328 | $2.1M |
| Waverly Advisors, LLC | 0.02% | Add +18.4% | 113,136 | $2.1M |
| Janney Montgomery Scott LLC | 0.01% | Add +65.3% | 109,350 | $2.0M |
| Cwm, LLC | 0.01% | Reduce -92.4% | 108,284 | $2.0M |
| Hegarty Advisors, LLC | 1.46% | Add +1.8% | 100,740 | $1.9M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -7.7% | 98,645 | $1.8M |
| Cyndeo Wealth Partners, LLC | 0.10% | Add +14.2% | 98,178 | $1.8M |
| Equitable Holdings, Inc. | 0.01% | Add +17.4% | 90,529 | $1.7M |
| Prepared Retirement Institute LLC | 0.82% | Reduce -5.4% | 89,830 | $1.7M |
| Traub Capital Management LLC | 1.59% | Reduce -19.2% | 87,135 | $1.6M |
| Cibc World Market Inc. | 0.00% | No change | 86,600 | $1.6M |
| Principal Securities, Inc. | 0.02% | Add +1.6% | 80,653 | $1.5M |
| Eagle Strategies LLC | 0.18% | Add +10.8% | 79,705 | $1.5M |
| Vestmark Advisory Solutions, Inc. | 0.02% | Add +6.8% | 79,595 | $1.5M |
| CreativeOne Wealth, LLC | 0.03% | Add +3.5% | 77,626 | $1.4M |
| NewEdge Advisors, LLC | 0.01% | Reduce -11.9% | 75,195 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -33.8% | 74,851 | $1.4M |
| Advisors Capital Management, LLC | 0.02% | Add +6.9% | 74,531 | $1.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -55.6% | 71,062 | $1.3M |
| Unison Advisors LLC | 0.10% | Add +3.3% | 69,644 | $1.3M |
| Plimoth Trust Co. LLC | 0.29% | Add +1.8% | 69,538 | $1.3M |
| Investors Research Corp | 0.24% | Reduce -3.3% | 69,497 | $1.3M |
| Objective Capital Management, LLC | 1.25% | Add +40.6% | 67,130 | $1.2M |
| Mutual Advisors, LLC | 0.02% | Reduce -18.0% | 62,949 | $1.2M |
| TD Private Client Wealth LLC | 0.02% | Add +121203.9% | 61,865 | $1.1M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -2.3% | 59,653 | $1.1M |
| Nwam LLC | 0.06% | Add +7.4% | 59,371 | $1.1M |
| Grey Ledge Advisors, LLC | 0.24% | Reduce -21.5% | 58,360 | $1.1M |
"% 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.