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 |
| Kestra Investment Management, LLC | 0.02% | Add +16.0% | 57,519 | $1.1M |
| Alteri Wealth LLC | 0.34% | Add +6.9% | 57,121 | $1.1M |
| Quadrature Capital Ltd | 0.01% | Add +8.5% | 56,300 | $1.0M |
| Gerber Kawasaki Wealth & Investment Management | 0.03% | Reduce -57.7% | 55,606 | $1.0M |
| Mariner, LLC | 0.00% | Reduce -10.3% | 55,447 | $1.0M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.1% | 55,350 | $1.0M |
| L & S Advisors Inc | 0.12% | Add +5.4% | 53,256 | $980K |
| Captrust Financial Advisors | 0.00% | Add +268.8% | 53,166 | $978K |
| Duncker Streett & Co. Inc. | 0.19% | Reduce -1.5% | 52,959 | $974K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +89.7% | 51,207 | $942K |
| Triumph Capital Management | 0.18% | Add +3.6% | 46,968 | $864K |
| Syntegra Private Wealth Group, LLC | 0.08% | Add +4.4% | 45,562 | $838K |
| David Kennon Inc | 0.29% | Reduce -80.2% | 43,504 | $800K |
| CENTRAL TRUST Co | 0.02% | Add +23.3% | 42,935 | $790K |
| Appleton Partners Inc. | 0.05% | Reduce -23.8% | 42,309 | $778K |
| Apollon Financial, LLC | 0.11% | Reduce -10.6% | 41,975 | $772K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +1.9% | 40,813 | $751K |
| Scotia Capital Inc. | 0.00% | Add +13.4% | 39,342 | $724K |
| Adams Asset Advisors, LLC | 0.08% | Reduce -20.5% | 39,294 | $723K |
| Beacon Financial Group | 0.07% | Add +87.6% | 37,811 | $696K |
| American Institute for Advanced Investment Management, LLP | 0.45% | Add +2.4% | 37,448 | $689K |
| Integral Investment Advisors, Inc. | 0.17% | No change | 36,991 | $681K |
| First Citizens Bank & Trust Co. | 0.01% | Add +4.2% | 34,875 | $642K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +15.5% | 34,457 | $634K |
| WBH Advisory Inc. | 0.05% | Add +16.9% | 33,915 | $624K |
| Collaborative Wealth Managment Inc. | 0.27% | Reduce -83.2% | 32,294 | $594K |
| Merit Financial Group, LLC | 0.00% | Reduce -5.2% | 31,818 | $585K |
| Smithbridge Asset Management Inc. | 0.09% | New | 31,700 | $583K |
| Trinity Legacy Partners, LLC | 0.13% | Reduce -4.6% | 30,669 | $581K |
| First Manhattan Co. Llc. | 0.00% | New | 30,965 | $570K |
| John W. Brooker & Co., CPAs | 0.89% | Add +68.5% | 30,643 | $564K |
| Fifth Third Bancorp | 0.00% | New | 30,554 | $562K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -1.8% | 30,530 | $561K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -4.3% | 30,085 | $554K |
| Acorn Wealth Advisors, LLC | 0.16% | Reduce -0.8% | 29,915 | $550K |
| Webster Bank, N. A. | 0.05% | Add +3294.3% | 29,870 | $550K |
| MSH Capital Advisors LLC | 0.11% | Add +0.8% | 29,164 | $537K |
| Meridian Wealth Advisors, LLC | 0.07% | No change | 29,000 | $534K |
| Centaurus Financial, Inc. | 0.03% | Reduce -3.3% | 28,892 | $532K |
| Essex Financial Services, Inc. | 0.03% | Reduce -0.1% | 28,819 | $530K |
| Private Trust Co. NA | 0.05% | Reduce -4.0% | 28,732 | $529K |
| TrueWealth Advisors, LLC | 0.13% | Reduce -8.4% | 27,245 | $501K |
| OpenArc Corporate Advisory, LLC | 0.01% | New | 26,433 | $486K |
| WealthBridge Capital Management, LLC | 0.11% | No change | 25,700 | $473K |
| AMG National Trust Bank | 0.01% | Add +46.0% | 25,688 | $473K |
| Gotham Asset Management | 0.00% | Add +2.9% | 25,550 | $470K |
| Accel Wealth Management | 0.12% | Reduce -22.5% | 25,324 | $466K |
| 1620 Investment Advisors, Inc. | 0.31% | Add +9.6% | 24,738 | $455K |
| Focus Partners Wealth | 0.00% | Reduce -26.8% | 24,403 | $449K |
| Western Wealth Management, LLC | 0.02% | Reduce -2.9% | 24,082 | $443K |
| Segall Bryant & Hamill, LLC | 0.01% | Reduce -4.9% | 23,391 | $430K |
| World Investment Advisors | 0.01% | Reduce -7.3% | 23,024 | $424K |
| 10Elms LLP | 0.29% | No change | 23,010 | $423K |
| Activest Wealth Management | 0.07% | Reduce -23.5% | 22,929 | $422K |
| Millington Financial Advisors, LLC | 0.18% | Add +0.5% | 22,095 | $421K |
| Citadel Advisors | 0.00% | New | 22,637 | $417K |
| IHT Wealth Management, LLC | 0.01% | Reduce -2.3% | 22,602 | $416K |
| Prospect Financial Services LLC | 0.25% | Reduce -27.9% | 22,255 | $409K |
| Nelson Capital Management, LLC | 0.05% | Reduce -21.9% | 22,219 | $409K |
| AQR Capital Management | 0.00% | No change | 21,726 | $400K |
| Note Advisors, LLC | 0.20% | Reduce -85.3% | 21,416 | $394K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | Reduce -0.2% | 21,405 | $394K |
| Savvy Advisors, Inc. | 0.01% | New | 21,037 | $387K |
| Cornerstone Wealth, LLC | 0.22% | — | 20,201 | $384K |
| Austin Wealth Management, LLC | 0.09% | Add +16.7% | 20,758 | $383K |
| Thompson David Blair | 0.22% | Reduce -1.9% | 20,533 | $378K |
| Medallion Wealth Advisors, LLC | 0.12% | Reduce -5.1% | 20,046 | $369K |
| FLC Capital Advisors | 0.07% | Reduce -14.9% | 19,922 | $367K |
| Barnes Wealth Management Group, Inc | 0.18% | Reduce -30.2% | 19,744 | $363K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Add +9.9% | 19,513 | $359K |
| Kane Co Wealth Management, Inc. | 0.30% | No change | 19,410 | $357K |
| WCG Wealth Advisors LLC | 0.01% | Add +0.1% | 19,409 | $357K |
| Gateway Wealth Partners, LLC | 0.01% | New | 18,712 | $344K |
| Two Sigma Securities, LLC | 0.04% | Add +9.6% | 18,562 | $342K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -0.9% | 18,555 | $341K |
| Wealthfront Advisers LLC | 0.00% | Reduce -15.9% | 17,269 | $318K |
| CFO4Life Group, LLC | 0.05% | No change | 16,888 | $311K |
| Inscription Capital, LLC | 0.03% | Add +1.6% | 16,731 | $308K |
| GeoWealth Management, LLC | 0.01% | Reduce -1.0% | 16,681 | $307K |
| Allworth Financial LP | 0.00% | No change | 16,446 | $303K |
| Invested Advisors | 0.30% | Add +0.1% | 16,408 | $302K |
| Indivisible Partners | 0.03% | Add +19.3% | 15,933 | $293K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -13.7% | 15,917 | $293K |
| Focus Financial Network, Inc. | 0.01% | Reduce -0.8% | 15,472 | $285K |
| RVW Wealth, LLC | 0.02% | No change | 15,196 | $280K |
| Kohmann Bosshard Financial Services, LLC | 0.03% | No change | 14,972 | $275K |
| Stifel Financial Corp. | 0.00% | Reduce -23.8% | 14,935 | $275K |
| Cornerstone Wealth Management, LLC | 0.01% | Reduce -9.3% | 14,863 | $273K |
| Independent Financial Group, LLC | 0.01% | Reduce -5.5% | 14,175 | $261K |
| Lewis Asset Management, LLC | 0.10% | Reduce -1.0% | 13,945 | $257K |
| RHS Financial, LLC | 0.12% | Reduce -34.1% | 13,794 | $254K |
| Madrona Financial Services, LLC | 0.05% | Reduce -50.9% | 13,617 | $251K |
| Whittier Trust Co. | 0.00% | Reduce -22.5% | 13,513 | $250K |
| Moneta Group Investment Advisors LLC | 0.00% | New | 13,563 | $250K |
| Ameritas Advisory Services, LLC | 0.01% | Add +4.3% | 13,415 | $247K |
| Inspire Advisors, LLC | 0.02% | Reduce -10.6% | 13,277 | $244K |
| Ashton Thomas Securities, LLC | 0.03% | New | 12,820 | $236K |
| PNC Financial Services Group, Inc. | 0.00% | Add +21.8% | 12,557 | $231K |
| Avior Wealth Management, LLC | 0.01% | Add +8.2% | 12,546 | $231K |
| Advisors Management Group Inc. | 0.04% | Reduce -14.4% | 12,231 | $225K |
| Pathstone Holdings, LLC | 0.00% | No change | 12,175 | $224K |
| Keystone Financial Group | 0.02% | Add +0.1% | 12,042 | $222K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -6.8% | 11,550 | $213K |
| IFP Advisors, Inc | 0.00% | Reduce -17.8% | 11,339 | $209K |
| Cornerstone Select Advisors, LLC | 0.13% | Reduce -1.9% | 11,327 | $208K |
| Avory & Company, LLC | 0.26% | New | 11,014 | $203K |
| Lanark Financial, Inc. | 0.02% | Reduce -11.3% | 10,933 | $201K |
| Breakwater Capital Group | 0.03% | New | 10,794 | $199K |
| Cary Street Partners Financial LLC | 0.00% | No change | 10,770 | $198K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 10,585 | $195K |
| Independent Wealth Network Inc. | 0.06% | New | 10,551 | $194K |
| Vista Finance, LLC | 0.15% | New | 10,475 | $193K |
| Onyx Bridge Wealth Group LLC | 0.02% | Add +1.4% | 10,357 | $191K |
| Larson Financial Group LLC | 0.01% | Add +1.0% | 10,255 | $189K |
| FDx Advisors, Inc. | 0.06% | New | 10,158 | $187K |
| NBT Bank, N.A. | 0.01% | No change | 10,000 | $184K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 10,000 | $184K |
| Harbour Investments, Inc. | 0.00% | Add +44.0% | 9,625 | $177K |
| Albion Financial Group | 0.01% | No change | 9,154 | $168K |
| Chilton Capital Management LLC | 0.01% | Add +6.9% | 9,040 | $166K |
| Front Row Advisors LLC | 0.05% | No change | 8,000 | $147K |
| Atlas Capital Advisors Inc. | 0.02% | No change | 7,453 | $137K |
| MeadowBrook Investment Advisors LLC | 0.11% | Reduce -16.1% | 6,455 | $119K |
| Tidemark, LLC | 0.03% | No change | 6,439 | $118K |
| AE Wealth Management LLC | 0.00% | Reduce -40.6% | 5,769 | $106K |
| Blair William & Co. | 0.00% | Add +92.2% | 5,250 | $97K |
| SHP Wealth Management | 0.01% | Reduce -1.0% | 4,908 | $90K |
| Geneos Wealth Management Inc. | 0.00% | No change | 4,717 | $87K |
| Golden State Wealth Management, LLC | 0.01% | Reduce -30.2% | 4,438 | $82K |
| Team Financial Group, LLC | 0.04% | Add +1.5% | 4,340 | $80K |
| Creative Financial Designs Inc. | 0.00% | Add +11.0% | 4,115 | $76K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 4,006 | $74K |
| Fortitude Family Office, LLC | 0.01% | No change | 3,544 | $65K |
| Trask Adam Roland | 0.06% | — | 3,252 | $60K |
| Bank of Montreal | 0.00% | Add +64.8% | 3,193 | $59K |
| Rossby Financial, LCC | 0.01% | New | 3,186 | $59K |
| UMB Bank, n.a. | 0.00% | No change | 2,962 | $55K |
| Innovative Asset Advisors Group, LLC | 0.03% | — | 2,861 | $53K |
| Abound Financial, LLC | 0.02% | No change | 2,712 | $50K |
| Vermillion Wealth Management, Inc. | 0.02% | Add +1.6% | 2,663 | $49K |
| Truvestments Capital LLC | 0.01% | New | 2,566 | $47K |
| Root Financial Partners, LLC | 0.00% | New | 2,370 | $44K |
| Birchwood Financial Partners, Inc. | 0.04% | No change | 2,118 | $39K |
| TD Waterhouse Canada Inc. | 0.00% | New | 2,000 | $37K |
| Howe & Rusling Inc. | 0.00% | No change | 1,978 | $36K |
| WPG Advisers, LLC | 0.02% | Add +4.5% | 1,805 | $33K |
| Evolution Wealth Management Inc. | 0.02% | Reduce -17.3% | 1,634 | $30K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 1,564 | $29K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 1,333 | $25K |
| Old Second National Bank of Aurora | 0.00% | No change | 1,000 | $18K |
| Ascentis Independent Advisors | 0.00% | New | 849 | $16K |
| New England Capital Financial Advisors LLC | 0.00% | No change | 823 | $15K |
| Winthrop Capital Management, LLC | 0.00% | No change | 768 | $14K |
| Global Wealth Strategies & Associates | 0.00% | No change | 717 | $13K |
| International Assets Investment Management, LLC | 0.00% | Reduce -75.6% | 645 | $12K |
| CoreCap Advisors, LLC | 0.00% | No change | 622 | $11K |
| FMR LLC | 0.00% | Reduce -13.3% | 612 | $11K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 605 | $11K |
| Clarity Asset Management, Inc. | 0.01% | Add +1.6% | 562 | $10K |
| Noble Wealth Management PBC | 0.00% | No change | 500 | $9K |
| Simplex Trading, LLC | 0.00% | Reduce -3.5% | 499 | $9K |
| Caldwell Trust Co | 0.00% | No change | 498 | $9K |
| Key Capital Management, INC | 0.01% | New | 482 | $9K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 463 | $9K |
| Realta Investment Advisors | 0.00% | Add +1.8% | 390 | $7K |
| Fortis Group Advisors, LLC | 0.00% | No change | 375 | $7K |
| Ancora Advisors LLC | 0.00% | No change | 288 | $5K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 200 | $4K |
| Nemes Rush Group LLC | 0.00% | Add +1.5% | 137 | $3K |
| Founders Financial Alliance, LLC | 0.00% | New | 131 | $2K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +0.9% | 116 | $2K |
| Strategic Wealth Partners, Ltd. | 0.00% | Add +1.0% | 104 | $2K |
| Delta Asset Management LLC | 0.00% | No change | 97 | $2K |
| National Bank of Canada | 0.00% | No change | 95 | $2K |
| Horizon Investments, LLC | 0.00% | Add +35.4% | 88 | $2K |
| REAP Financial Group, LLC | 0.00% | No change | 82 | $2K |
| Hantz Financial Services, Inc. | 0.00% | New | 63 | $1K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 39 | $718 |
| PMV Capital Advisers, LLC | 0.00% | New | 9 | $172 |
| Valley Wealth Managers, Inc. | 0.00% | No change | 7 | $128 |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 6 | $110 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 5 | $92 |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 1 | $18 |
"% 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.