Who Owns Global X - U.S. Preferred ETF (PFFD)?Hedge Fund & Institutional Holders

$18.59-0.09 (-0.46%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.3937172000660004e+218T

% of Float Held

—

QoQ Change in Holders

+15 / -3

Price History

$18.11$18.83$19.55$20.28$21.00Sep 24Jun 25Mar 26

PFFD — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
ENVESTNET ASSET MANAGEMENT INCNew Position+1.7M+$31.0M
CWM, LLCNew Position+1.4M+$27.0M
State of Wisconsin - Board of Commissioners of Public LandsNew Position+1.3M+$25.4M
Flaharty Asset Management, LLCNew Position+1.1M+$21.2M
Tiller Private Wealth, Inc.New Position+962K+$18.2M
Columbus Macro, LLCNew Position+751K+$14.2M
CONNING INC.New Position+580K+$11.0M
NAPLES GLOBAL ADVISORS, LLCNew Position+536K+$10.2M
PARK AVENUE SECURITIES LLCNew Position+407K+$7.7M
Carnegie Investment CounselNew Position+395K+$7.5M
SWS PartnersNew Position+301K+$5.7M
Apella Capital, LLCNew Position+295K+$5.6M
Plan Group Financial, LLCNew Position+285K+$5.4M
SBI Securities Co., Ltd.New Position+192K+$3.6M
FIRST INTERSTATE BANKNew Position+179K+$3.4M

PFFD — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
MORGAN STANLEYDecreased-1.5M-$86.5B
LPL Financial LLCDecreased-338K-$81.2B
Global X Japan Co., Ltd.Closed Position-3.5M-$67.7B
WELLS FARGO & COMPANY/MNDecreased-15K-$52.2B
NEW YORK LIFE INVESTMENT MANAGEMENT LLCDecreased-125K-$35.3B
MERCER GLOBAL ADVISORS INC /ADVDecreased-166K-$30.4B
Lido Advisors, LLCDecreased-20K-$30.0B
Full Sail Capital, LLCClosed Position-1.3M-$26.0B
RATIONAL ADVISORS, INC.Decreased-20K-$20.8B
RAYMOND JAMES FINANCIAL INCDecreased-563K-$19.8B
AMERIPRISE FINANCIAL INCDecreased-427K-$17.4B
UBS Group AGDecreased-186K-$17.3B
BNP PARIBAS FINANCIAL MARKETSDecreased-339K-$14.3B
AHL INVESTMENT MANAGEMENT, INC.Closed Position-397K-$7.7B
AIRE ADVISORS, LLCDecreased-8K-$6.6B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Orgel Wealth Management, LLC7,370,268$139.4M3.07%Share
2LPL Financial LLC3,845,274$72.0M0.02%Share
3BANK OF AMERICA CORP /DE/3,499,569$66.0M0.00%Share
4MORGAN STANLEY2,838,824$53.0M0.00%Share
5BANK OF AMERICA CORP /DE/2,382,750$45.0M0.00%Share
6WELLS FARGO & COMPANY/MN2,153,715$40.0M0.01%Share
7NEW YORK LIFE INVESTMENT MANAGEMENT LLC1,693,467$32.0M0.28%Share
8ENVESTNET ASSET MANAGEMENT INC1,676,290$31.0M0.01%Share
9FUKOKU MUTUAL LIFE INSURANCE CO1,551,000$29.0M1.90%Share
10Lido Advisors, LLC1,493,212$29.0M0.09%Share
11CWM, LLC1,426,501$27.0M0.07%Share
12MERCER GLOBAL ADVISORS INC /ADV1,401,424$26.0M0.04%Share
13State of Wisconsin - Board of Commissioners of Public Lands1,341,305$25.4M16.40%Share
14Flaharty Asset Management, LLC1,122,939$21.2M2.65%Share
15Cetera Investment Advisers1,071,447$20.0M0.02%Share
16RATIONAL ADVISORS, INC.1,049,537$19.0M1.95%Share
17Creative Planning1,010,203$19.0M0.01%Share
18Tiller Private Wealth, Inc.961,547$18.2M6.47%Share
19SEI INVESTMENTS CO993,381$18.0M0.02%Share
20ASSETMARK, INC852,381$16.1M0.03%Share
21Columbus Macro, LLC751,499$14.2M1.56%Share
22UBS Group AG702,398$13.3M0.00%Share
23MAI Capital Management687,446$12.0M0.07%Share
24Steward Partners Investment Advisory, LLC668,076$12.0M0.07%Share
25COLLECTIVE FAMILY OFFICE LLC607,376$11.5M2.64%Share
26CONNING INC.580,200$11.0M0.37%Share
27NAPLES GLOBAL ADVISORS, LLC535,866$10.2M0.76%Share
28WELLS FARGO & COMPANY/MN522,507$9.0M0.00%Share
29ROYAL BANK OF CANADA513,641$9.0M0.00%Share
30AMERIPRISE FINANCIAL INC447,036$8.0M0.00%Share
31MML INVESTORS SERVICES, LLC470,691$8.0M0.02%Share
32PARK AVENUE SECURITIES LLC406,849$7.7M0.07%Share
33Carnegie Investment Counsel394,708$7.5M0.14%Share
34Prairiewood Capital, LLC386,401$7.3M2.27%Share
35MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.407,154$7.0M0.01%Share
36BNP PARIBAS FINANCIAL MARKETS396,556$7.0M0.00%Share
37Kestra Advisory Services, LLC377,162$7.0M0.03%Share
38Texas Yale Capital Corp.340,590$6.4M0.20%Share
39AIRE ADVISORS, LLC332,991$6.3M1.15%Share
40WealthTrust Axiom LLC327,067$6.2M1.59%Share
41RAYMOND JAMES FINANCIAL INC323,590$6.0M0.00%Share
42SWS Partners301,078$5.7M1.38%Share
43AlphaStar Capital Management, LLC302,007$5.7M0.42%Share
44Apella Capital, LLC294,674$5.6M0.11%Share
45Plan Group Financial, LLC285,358$5.4M1.40%Share
46Sound Income Strategies, LLC242,721$4.7M0.22%Share
47David Kennon Inc219,554$4.2M1.48%Share
48HighTower Advisors, LLC251,045$4.0M0.00%Share
49Robertson Stephens Wealth Management, LLC195,533$3.7M0.10%Share
50Blue Edge Capital, LLC193,747$3.7M0.49%Share

PFFD Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025271$1.1B+106
Q3 2025165$1.1T-100
Q2 2025265$1.0T-19
Q1 2025284$1.1T+46
Q4 2024238$80.3T+56
Q3 2024182$685.2T+6
Q2 2024176$568.2T+15
Q1 2024161$607.9T—

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As of Q4 2025, 50 institutional investors hold PFFD (Global X - U.S. Preferred ETF). The largest holder is Orgel Wealth Management, LLC with $139.4M in shares. This quarter, 15 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own PFFD?

As of Q4 2025, 50 institutional investors report holding PFFD (Global X - U.S. Preferred ETF) in their 13F filings.

Who is the largest institutional holder of PFFD?

The largest institutional holder of PFFD is Orgel Wealth Management, LLC with $139.4M in shares.

Is institutional ownership of PFFD increasing or decreasing?

This quarter, 15 institutions opened new positions in PFFD and 3 closed their positions.