Global X US Preferred ETFPFFDETF
13F holders, Q2 2026 (June 30)281holders −2
22new positions
27sold out
3famous investors
$18.69avg. 13F price*
At the end of Q2 2026, 281 institutions reported holding Global X US Preferred ETF (PFFD) in their 13F filings, down 2 from Q1 2026. 22 opened new positions and 27 sold out. The largest holders were Orgel Wealth Management, LLC ($127.6M), Bank of America Corp. ($95.0M) and LPL Financial LLC ($63.5M). 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $46.5M |
| Exits | 27 | $13.7M |
All 13F filers, Q1 2026 → Q2 2026: 5,555,273 shares bought and 5,285,053 shares sold, net +270,220 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 281 holders
| Orgel Wealth Management, LLC | 2.42% | Reduce -3.1% | 6,826,192 | $127.6M |
| Bank of America Corp. | 0.01% | Reduce -4.2% | 5,082,251 | $95.0M |
| LPL Financial LLC | 0.01% | Reduce -5.8% | 3,399,971 | $63.5M |
| Global X Japan Co., Ltd. | 2.26% | Reduce -3.9% | 3,283,546 | $61.4M |
| Morgan Stanley | 0.00% | Reduce -2.3% | 2,797,268 | $52.3M |
| Wells Fargo & Company | 0.01% | Reduce -1.3% | 2,526,830 | $47.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +12.1% | 2,522,498 | $47.1M |
| Lido Advisors, LLC | 0.12% | Add +5.1% | 1,726,148 | $32.3M |
| FUKOKU MUTUAL LIFE INSURANCE Co | 1.69% | No change | 1,551,000 | $29.0M |
| Cetera Investment Advisers | 0.03% | Add +17.4% | 1,472,675 | $27.5M |
| New York Life Investment Management LLC | 0.18% | Add +4.7% | 1,387,155 | $25.9M |
| State of Wisconsin - Board of Commissioners of Public Lands | 16.41% | No change | 1,341,305 | $25.1M |
| Sei Investments Co. | 0.02% | Add +13.6% | 1,269,010 | $23.7M |
| Rational Advisors, Inc. | 2.28% | Add +1.0% | 1,262,475 | $23.6M |
| Columbus Macro, LLC | 2.04% | Add +22.0% | 1,121,532 | $21.0M |
| Creative Planning | 0.01% | Add +6.5% | 1,106,347 | $20.7M |
| Modern Wealth Management, LLC | 0.24% | New | 1,087,805 | $20.3M |
| Tiller Private Wealth, Inc. | 6.10% | Add +5.3% | 1,042,759 | $19.5M |
| Bessemer Group Inc. | 0.03% | No change | 1,001,871 | $18.7M |
| Assetmark, Inc. | 0.03% | Add +9.4% | 943,083 | $17.6M |
| MAI Capital Management | 0.06% | Add +18.7% | 854,288 | $16.0M |
| Collective Family Office LLC | 2.97% | Add +11.5% | 777,208 | $14.5M |
| Steward Partners Investment Advisory, LLC | 0.07% | Add +4.8% | 718,622 | $13.4M |
| Raymond James Financial Inc. | 0.00% | Add +17.7% | 665,418 | $12.4M |
| UBS Group AG | 0.00% | Reduce -1.8% | 663,805 | $12.4M |
| MML Investors Services, LLC | 0.02% | Add +54.0% | 640,241 | $12.0M |
| Naples Global Advisors, LLC | 0.73% | Add +6.8% | 632,112 | $11.8M |
| Ocean Park Asset Management, LLC | 0.54% | New | 605,218 | $11.3M |
| Exchange Traded Concepts, LLC | 0.06% | New | 605,218 | $11.3M |
| Conning Inc. | 0.34% | No change | 580,200 | $10.8M |
| Royal Bank of Canada | 0.00% | Reduce -0.6% | 571,981 | $10.7M |
| Carnegie Investment Counsel | 0.20% | Add +7.4% | 533,633 | $10.0M |
| AlphaStar Capital Management, LLC | 0.59% | Add +29.7% | 496,591 | $9.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +8.1% | 476,029 | $8.9M |
| Prairiewood Capital, LLC | 1.93% | Reduce -1.3% | 397,610 | $7.4M |
| Ameriprise Financial Inc. | 0.00% | Add +4.7% | 394,586 | $7.4M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -57.6% | 365,711 | $6.8M |
| Aire Advisors, LLC | 1.10% | Add +3.8% | 362,142 | $6.8M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -0.1% | 357,909 | $6.7M |
| Texas Yale Capital Corp. | 0.14% | Reduce -4.2% | 336,642 | $6.3M |
| Plan Group Financial, LLC | 1.27% | Add +6.6% | 327,939 | $6.1M |
| WealthTrust Axiom LLC | 1.34% | Reduce -2.4% | 321,568 | $6.0M |
| First Interstate Bank | 0.31% | Add +57.0% | 321,320 | $6.0M |
| Thrivent Financial for Lutherans | 0.01% | Add +7.7% | 317,639 | $5.9M |
| Park Avenue Securities LLC | 0.03% | Reduce -13.8% | 290,163 | $5.4M |
| SWS Partners | 1.13% | Reduce -11.3% | 278,848 | $5.2M |
| HighTower Advisors, LLC | 0.00% | Add +14.1% | 265,582 | $5.0M |
| BNP Paribas Financial Markets | 0.00% | Reduce -14.1% | 262,359 | $4.9M |
| Apella Capital, LLC | 0.07% | Reduce -8.0% | 260,807 | $4.9M |
| Eagle Harbor Asset Management Inc. | 3.74% | Add +0.6% | 254,947 | $4.8M |
| Sound Income Strategies, LLC | 0.19% | Reduce -2.0% | 226,017 | $4.2M |
| Osaic Holdings, Inc. | 0.00% | Add +14.4% | 209,229 | $3.9M |
| Cibc World Market Inc. | 0.01% | Add +138.1% | 206,182 | $3.9M |
| Fifth Third Securities, Inc. | 0.21% | Add +1.3% | 197,434 | $3.7M |
| SBI Securities Co., Ltd. | 0.08% | Reduce -0.6% | 181,285 | $3.4M |
| Baird Financial Group, Inc. | 0.00% | Reduce -1.1% | 179,600 | $3.4M |
| Advisory Services Network, LLC | 0.04% | Reduce -0.3% | 171,917 | $3.2M |
| Private Advisor Group, LLC | 0.01% | Add +26.0% | 164,315 | $3.1M |
| Global Retirement Partners, LLC | 0.05% | — | 163,943 | $3.1M |
| Merit Financial Group, LLC | 0.02% | Add +413.7% | 163,454 | $3.1M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +35.5% | 156,935 | $2.9M |
| Great Valley Advisor Group, Inc. | 0.05% | Add +28.7% | 155,676 | $2.9M |
| AlphaCore Capital LLC | 0.05% | Reduce -3.3% | 152,556 | $2.9M |
| &partners | 0.01% | Reduce -8.2% | 147,447 | $2.8M |
| Robertson Stephens Wealth Management, LLC | 0.07% | Reduce -6.0% | 143,356 | $2.7M |
| Waverly Advisors, LLC | 0.01% | Add +22.4% | 138,526 | $2.6M |
| FF Advisors,LLC | 0.93% | Add +5.1% | 132,940 | $2.5M |
| Greenwood Capital Associates LLC | 0.24% | Add +4.1% | 131,142 | $2.5M |
| Summit Financial, LLC | 0.03% | Reduce -1.1% | 130,478 | $2.4M |
| Gladstone Institutional Advisory LLC | 0.07% | Reduce -2.3% | 122,640 | $2.3M |
| Crews Bank & Trust | 0.30% | Add +1.9% | 121,730 | $2.3M |
| CIBC Bancorp USA Inc. | 0.00% | Add +3.2% | 116,972 | $2.2M |
| Trajan Wealth LLC | 0.08% | Add +1.6% | 115,289 | $2.2M |
| Janney Montgomery Scott LLC | 0.00% | Add +5.0% | 114,772 | $2.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -22.1% | 109,711 | $2.0M |
| Hegarty Advisors, LLC | 1.33% | Add +3.0% | 103,750 | $1.9M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +3.8% | 102,380 | $1.9M |
| Cyndeo Wealth Partners, LLC | 0.09% | Add +0.6% | 98,738 | $1.8M |
| Flaharty Asset Management, LLC | 2.60% | Reduce -91.5% | 97,614 | $1.8M |
| Principal Securities, Inc. | 0.02% | Add +14.2% | 92,115 | $1.7M |
| Equitable Holdings, Inc. | 0.01% | Reduce -0.7% | 89,919 | $1.7M |
| Prepared Retirement Institute LLC | 0.71% | Reduce -0.7% | 89,174 | $1.7M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +18.3% | 88,575 | $1.7M |
| WealthPlan Investment Management, LLC | 0.08% | Reduce -38.8% | 87,368 | $1.6M |
| Traub Capital Management LLC | 1.39% | Reduce -4.5% | 83,224 | $1.6M |
| Citadel Advisors | 0.00% | Add +255.7% | 80,508 | $1.5M |
| Rockefeller Capital Management L.P. | 0.00% | Add +33.9% | 79,865 | $1.5M |
| Vestmark Advisory Solutions, Inc. | 0.01% | No change | 79,595 | $1.5M |
| Webster Bank, N. A. | 0.13% | Add +160.3% | 77,749 | $1.5M |
| Advisors Capital Management, LLC | 0.02% | Add +3.4% | 77,076 | $1.4M |
| Unison Advisors LLC | 0.10% | Add +8.8% | 75,808 | $1.4M |
| Alpha Financial Partners LLC | 0.74% | New | 75,479 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | Reduce -95.3% | 74,861 | $1.4M |
| Objective Capital Management, LLC | 1.24% | Add +11.2% | 74,650 | $1.4M |
| NewEdge Advisors, LLC | 0.00% | Reduce -4.1% | 72,124 | $1.3M |
| CreativeOne Wealth, LLC | 0.03% | Reduce -8.3% | 71,159 | $1.3M |
| Eagle Strategies LLC | 0.13% | Reduce -11.2% | 70,811 | $1.3M |
| Plimoth Trust Co. LLC | 0.26% | Add +1.1% | 70,279 | $1.3M |
| Investors Research Corp | 0.22% | Reduce -6.4% | 65,076 | $1.2M |
| Nwam LLC | 0.06% | Add +8.4% | 64,344 | $1.2M |
| Scotia Capital Inc. | 0.00% | Add +60.1% | 62,971 | $1.2M |
| Alteri Wealth LLC | 0.31% | Add +6.2% | 60,682 | $1.1M |
| Grey Ledge Advisors, LLC | 0.22% | Add +1.1% | 59,034 | $1.1M |
| TD Private Client Wealth LLC | 0.02% | Reduce -5.6% | 58,396 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +3.8% | 57,456 | $1.1M |
| Mutual Advisors, LLC | 0.02% | Reduce -8.7% | 57,445 | $1.1M |
| Captrust Financial Advisors | 0.00% | Add +5.8% | 56,249 | $1.1M |
| Fifth Third Bancorp | 0.00% | Add +78.6% | 54,577 | $1.0M |
| Kestra Investment Management, LLC | 0.02% | Reduce -6.6% | 53,734 | $1.0M |
| L & S Advisors Inc | 0.10% | Add +0.8% | 53,677 | $1.0M |
| Duncker Streett & Co. Inc. | 0.17% | Reduce -0.6% | 52,670 | $984K |
| John W. Brooker & Co., CPAs | 1.17% | Add +69.0% | 51,793 | $968K |
| Triumph Capital Management | 0.17% | Add +8.1% | 50,783 | $949K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Reduce -14.2% | 47,708 | $892K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -7.3% | 47,446 | $887K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +14.5% | 46,730 | $873K |
| Austin Wealth Management, LLC | 0.18% | Add +123.8% | 46,459 | $864K |
| AQR Capital Management | 0.00% | Add +108.8% | 45,362 | $848K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +29.7% | 44,685 | $835K |
| Quadrature Capital Ltd | 0.01% | Reduce -21.4% | 44,260 | $827K |
| Syntegra Private Wealth Group, LLC | 0.06% | Reduce -3.5% | 43,965 | $822K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -45.0% | 39,072 | $730K |
| Adams Asset Advisors, LLC | 0.08% | Reduce -0.9% | 38,925 | $728K |
| American Institute for Advanced Investment Management, LLP | 0.40% | Reduce -0.6% | 37,220 | $696K |
| David Kennon Inc | 0.23% | Reduce -14.8% | 37,058 | $693K |
| Integral Investment Advisors, Inc. | 0.15% | Reduce -1.4% | 36,491 | $682K |
| WBH Advisory Inc. | 0.04% | Add +5.0% | 35,629 | $666K |
| Apollon Financial, LLC | 0.08% | Reduce -16.0% | 35,269 | $659K |
| First Citizens Bank & Trust Co. | 0.01% | Add +0.7% | 35,104 | $656K |
| CENTRAL TRUST Co | 0.01% | Reduce -18.6% | 34,954 | $653K |
| Farther Finance Advisors, LLC | 0.01% | Add +12.1% | 34,237 | $640K |
| Beacon Financial Group | 0.06% | Reduce -9.9% | 34,079 | $637K |
| Wealthfront Advisers LLC | 0.00% | Add +94.9% | 33,656 | $629K |
| Appleton Partners Inc. | 0.03% | Reduce -28.3% | 30,355 | $567K |
| Acorn Wealth Advisors, LLC | 0.14% | Reduce -0.4% | 29,807 | $557K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -3.1% | 29,154 | $545K |
| 10Elms LLP | 0.24% | Add +26.4% | 29,092 | $544K |
| Meridian Wealth Advisors, LLC | 0.06% | No change | 29,000 | $542K |
| Centaurus Financial, Inc. | 0.02% | Add +0.2% | 28,960 | $541K |
| Essex Financial Services, Inc. | 0.03% | No change | 28,819 | $539K |
| MSH Capital Advisors LLC | 0.09% | Reduce -1.6% | 28,692 | $536K |
| Smithbridge Asset Management Inc. | 0.07% | Reduce -10.0% | 28,530 | $533K |
| Trinity Legacy Partners, LLC | 0.11% | Reduce -7.2% | 28,476 | $529K |
| 1620 Investment Advisors, Inc. | 0.32% | Add +10.5% | 27,336 | $511K |
| Mariner, LLC | 0.00% | Reduce -51.1% | 27,110 | $507K |
| TrueWealth Advisors, LLC | 0.11% | Reduce -1.1% | 26,948 | $504K |
| Gotham Asset Management | 0.00% | Add +4.6% | 26,724 | $499K |
| OpenArc Corporate Advisory, LLC | 0.01% | Reduce -0.3% | 26,351 | $493K |
| First Manhattan Co. Llc. | 0.00% | Reduce -14.9% | 26,336 | $492K |
| Maridea Wealth Management LLC | 0.05% | New | 26,076 | $487K |
| Anchor Bay Capital, Inc. | 0.26% | — | 26,197 | $486K |
| Corient Private Wealth LP | 0.00% | New | 25,841 | $483K |
| WealthBridge Capital Management, LLC | 0.10% | No change | 25,700 | $480K |
| Segall Bryant & Hamill, LLC | 0.01% | Add +3.6% | 24,244 | $453K |
| Private Trust Co. NA | 0.04% | Reduce -16.0% | 24,147 | $451K |
| Western Wealth Management, LLC | 0.01% | Add +0.1% | 24,096 | $450K |
| Millington Financial Advisors, LLC | 0.17% | Add +7.8% | 23,814 | $443K |
| Activest Wealth Management | 0.08% | Add +0.3% | 22,996 | $430K |
| Avior Wealth Management, LLC | 0.01% | Add +82.7% | 22,915 | $428K |
| Collaborative Wealth Managment Inc. | 0.18% | Reduce -29.3% | 22,838 | $427K |
| World Investment Advisors | 0.01% | Reduce -0.6% | 22,876 | $427K |
| Savvy Advisors, Inc. | 0.01% | Add +3.2% | 21,703 | $406K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | Reduce -0.1% | 21,394 | $400K |
| Focus Partners Wealth | 0.00% | Reduce -13.8% | 21,036 | $393K |
| Prospect Financial Services LLC | 0.19% | Reduce -9.0% | 20,255 | $379K |
| WCG Wealth Advisors LLC | 0.01% | Add +0.1% | 19,432 | $363K |
| Invested Advisors | 0.31% | Add +14.8% | 18,844 | $352K |
| Kane Co Wealth Management, Inc. | 0.27% | Reduce -3.7% | 18,685 | $349K |
| Note Advisors, LLC | 0.15% | Reduce -15.3% | 18,138 | $339K |
| FLC Capital Advisors | 0.05% | Reduce -11.7% | 17,600 | $329K |
| AMG National Trust Bank | 0.01% | Reduce -31.5% | 17,588 | $329K |
| Inscription Capital, LLC | 0.03% | Add +1.6% | 17,000 | $318K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +25.0% | 16,949 | $317K |
| Thompson David Blair | 0.16% | Reduce -18.3% | 16,771 | $313K |
| Independent Financial Group, LLC | 0.01% | Add +16.4% | 16,500 | $308K |
| GeoWealth Management, LLC | 0.01% | Reduce -1.2% | 16,475 | $308K |
| Allworth Financial LP | 0.00% | No change | 16,446 | $307K |
| Cornerstone Wealth, LLC | 0.16% | Reduce -18.5% | 16,461 | $307K |
| RVW Wealth, LLC | 0.02% | No change | 15,196 | $284K |
| Focus Financial Network, Inc. | 0.01% | Reduce -4.5% | 14,782 | $276K |
| Albion Financial Group | 0.02% | Add +59.4% | 14,594 | $273K |
| Cornerstone Wealth Management, LLC | 0.01% | Reduce -4.7% | 14,171 | $265K |
| Lewis Asset Management, LLC | 0.09% | Add +1.2% | 14,114 | $264K |
| Johnson Financial Group, LLC | 0.01% | New | 14,095 | $263K |
| Kohmann Bosshard Financial Services, LLC | 0.02% | Reduce -8.9% | 13,644 | $255K |
| Whittier Trust Co. | 0.00% | No change | 13,513 | $254K |
| Stifel Financial Corp. | 0.00% | Reduce -11.2% | 13,257 | $248K |
| Madrona Financial Services, LLC | 0.05% | Reduce -2.9% | 13,217 | $247K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 12,557 | $235K |
| Medallion Wealth Advisors, LLC | 0.07% | Reduce -38.2% | 12,389 | $232K |
| Advisors Management Group Inc. | 0.04% | Add +0.7% | 12,316 | $230K |
| Pathstone Holdings, LLC | 0.00% | No change | 12,175 | $228K |
| Accel Wealth Management | 0.05% | Reduce -54.3% | 11,573 | $216K |
| Nelson Capital Management, LLC | 0.02% | Reduce -48.0% | 11,549 | $216K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +8.0% | 11,427 | $214K |
| Independent Wealth Network Inc. | 0.05% | Add +7.7% | 11,358 | $212K |
| IFP Advisors, Inc | 0.00% | Reduce -1.7% | 11,150 | $208K |
| Avory & Company, LLC | 0.26% | No change | 11,014 | $206K |
| Cornerstone Select Advisors, LLC | 0.09% | Reduce -3.9% | 10,890 | $204K |
| Cary Street Partners Financial LLC | 0.00% | No change | 10,770 | $201K |
| Vista Finance, LLC | 0.11% | No change | 10,475 | $196K |
| True Blue Financial, LLC | 0.08% | New | 10,443 | $195K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -43.8% | 10,434 | $195K |
| Larson Financial Group LLC | 0.01% | Add +1.0% | 10,358 | $194K |
| Onyx Bridge Wealth Group LLC | 0.02% | Reduce -0.9% | 10,264 | $192K |
| FDx Advisors, Inc. | 0.06% | No change | 10,158 | $190K |
| Sigma Planning Corp | 0.00% | New | 10,120 | $189K |
| Harbour Investments, Inc. | 0.00% | Add +4.3% | 10,039 | $188K |
| Sculati Wealth Management, LLC | 0.06% | New | 10,061 | $187K |
| NBT Bank, N.A. | 0.01% | No change | 10,000 | $187K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 10,000 | $187K |
| Chilton Capital Management LLC | 0.01% | Reduce -0.4% | 9,006 | $168K |
| AE Wealth Management LLC | 0.00% | Add +48.0% | 8,539 | $160K |
| WealthShield Partners, LLC | 0.02% | New | 8,234 | $154K |
| Front Row Advisors LLC | 0.04% | No change | 8,000 | $149K |
| Atlas Capital Advisors Inc. | 0.02% | No change | 7,453 | $139K |
| SHP Wealth Management | 0.01% | Add +51.1% | 7,414 | $139K |
| Timbuktu Capital Management, LLC | 0.20% | — | 7,200 | $135K |
| MeadowBrook Investment Advisors LLC | 0.10% | No change | 6,455 | $121K |
| Tidemark, LLC | 0.03% | Reduce -0.2% | 6,425 | $120K |
| Blair William & Co. | 0.00% | No change | 5,250 | $98K |
| Geneos Wealth Management Inc. | 0.00% | No change | 4,717 | $88K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 4,006 | $75K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +3031.9% | 3,633 | $68K |
| Fortitude Family Office, LLC | 0.01% | No change | 3,544 | $66K |
| Rossby Financial, LCC | 0.01% | Add +10.6% | 3,524 | $66K |
| Burnham & Co LLC | 0.05% | — | 3,252 | $61K |
| UMB Bank, n.a. | 0.00% | No change | 2,962 | $55K |
| Innovative Asset Advisors Group, LLC | 0.02% | Add +0.3% | 2,870 | $54K |
| Abound Financial, LLC | 0.02% | No change | 2,712 | $51K |
| Vermillion Wealth Management, Inc. | 0.01% | Add +1.6% | 2,706 | $51K |
| Truvestments Capital LLC | 0.01% | No change | 2,566 | $48K |
| Golden State Wealth Management, LLC | 0.00% | Reduce -50.3% | 2,205 | $41K |
| Birchwood Financial Partners, Inc. | 0.03% | Add +0.3% | 2,124 | $40K |
| Howe & Rusling Inc. | 0.00% | No change | 1,978 | $37K |
| IFG Advisory, LLC | 0.00% | New | 1,966 | $37K |
| Bank of Montreal | 0.00% | Reduce -39.3% | 1,937 | $36K |
| Continuum Advisory, LLC | 0.00% | New | 1,913 | $36K |
| Compass Financial Management LLC | 0.00% | — | 1,900 | $36K |
| Arax Advisory Partners | 0.00% | New | 1,672 | $31K |
| Evolution Wealth Management Inc. | 0.02% | No change | 1,634 | $31K |
| Markowski Investments | 0.01% | — | 1,594 | $30K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.1% | 1,565 | $29K |
| Creative Financial Designs Inc. | 0.00% | Reduce -64.6% | 1,455 | $27K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 1,333 | $25K |
| Key Capital Management, INC | 0.01% | Add +162.7% | 1,266 | $24K |
| WPG Advisers, LLC | 0.01% | Reduce -35.8% | 1,158 | $22K |
| Institute for Wealth Management, LLC. | 0.00% | New | 1,015 | $19K |
| Caitlin John, LLC | 0.01% | New | 1,000 | $19K |
| Old Second National Bank of Aurora | 0.00% | No change | 1,000 | $19K |
| FMR LLC | 0.00% | Add +45.6% | 891 | $17K |
| Simplex Trading, LLC | 0.00% | Add +76.2% | 879 | $16K |
| New England Capital Financial Advisors LLC | 0.00% | No change | 823 | $15K |
| Winthrop Capital Management, LLC | 0.00% | No change | 768 | $14K |
| CoreCap Advisors, LLC | 0.00% | No change | 622 | $12K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 605 | $11K |
| International Assets Investment Management, LLC | 0.00% | Reduce -10.1% | 580 | $11K |
| Caldwell Trust Co | 0.00% | No change | 498 | $9K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 463 | $9K |
| Meramec Financial Planners, LLC | 0.00% | New | 452 | $8K |
| Lanark Financial, Inc. | 0.00% | Reduce -96.2% | 418 | $8K |
| Fortis Group Advisors, LLC | 0.00% | No change | 375 | $7K |
| Ancora Advisors LLC | 0.00% | No change | 288 | $5K |
| US Bancorp \de | 0.00% | New | 250 | $5K |
| Farmers & Merchants Investments Inc. | 0.00% | New | 231 | $4K |
| Synergy Investment Management, LLC | 0.00% | New | 229 | $4K |
| Ashton Thomas Private Wealth, LLC | 0.00% | No change | 200 | $4K |
| Nemes Rush Group LLC | 0.00% | Add +1.5% | 139 | $3K |
| Trust Co. of Vermont | 0.00% | — | 132 | $2K |
| Founders Financial Alliance, LLC | 0.00% | No change | 131 | $2K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 104 | $2K |
| Delta Asset Management LLC | 0.00% | No change | 97 | $2K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 95 | $2K |
| National Bank of Canada | 0.00% | No change | 95 | $2K |
| Horizon Investments, LLC | 0.00% | Reduce -50.0% | 44 | $814 |
| Harbor Investment Advisory, LLC | 0.00% | No change | 39 | $729 |
| Valley Wealth Managers, Inc. | 0.00% | No change | 7 | $132 |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 6 | $112 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 5 | $94 |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 1 | $19 |
| Capital Investment Advisory Services, LLC | 0.00% | New | 1 | $14 |
"% 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.