GLOBAL X US PREFERRED ETF PFFD
$18.58
-0.2% 52w: $17.47 – $19.09
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data17.4718.2819.09
Jun 20, 2025 Jul 2, 2026
Institutional holders
281
-1 QoQ
13F value
$1.20B
+3.4% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
calls only
$229K calls / — puts
Institutional value by quarter
Number of holders
Who owns PFFD?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Orgel Wealth Management, LLC | Wealth advisor | 7.0M | $129.6M | 2.8% | -4.4% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 5.3M | $97.6M | 0.0% | -11.7% |
| LPL Financial LLC | Bank broker | 3.6M | $66.4M | 0.0% | -6.1% |
| Global X Japan Co., Ltd. | Other | 3.4M | $62.9M | 3.2% | New |
| MORGAN STANLEY | Bank broker | 2.9M | $52.7M | 0.0% | -3.6% |
| WELLS FARGO & COMPANY/MN | Bank broker | 2.6M | $47.1M | 0.0% | -4.3% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 2.2M | $41.4M | 0.0% | +34.2% |
| Lido Advisors, LLC | Wealth advisor | 1.6M | $30.2M | 0.1% | +7.7% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 1.6M | $29.1M | 0.0% | +4298.8% |
| FUKOKU MUTUAL LIFE INSURANCE Co | Other | 1.6M | $28.5M | 1.9% | Held |
| State of Wisconsin - Board of Commissioners of Public Lands | Wealth advisor | 1.3M | $24.7M | 16.2% | Held |
| New York Life Investment Management LLC | Insurance | 1.3M | $24.4M | 0.2% | -21.7% |
| Cetera Investment Advisers | Wealth advisor | 1.3M | $23.1M | 0.0% | +17.1% |
| RATIONAL ADVISORS, INC. | Wealth advisor | 1.2M | $23.0M | 2.3% | +19.1% |
| Flaharty Asset Management, LLC | Wealth advisor | 1.1M | $21.1M | 2.6% | +2.0% |
| SEI INVESTMENTS CO | Diversified mechanical | 1.1M | $20.5M | 0.0% | +12.4% |
| Creative Planning | Wealth advisor | 1.0M | $19.1M | 0.0% | +1.2% |
| BESSEMER GROUP INC | Diversified mechanical | 1.0M | $18.4M | 0.0% | New |
| Tiller Private Wealth, Inc. | Wealth advisor | 990.4K | $18.2M | 6.5% | +3.0% |
| Columbus Macro, LLC | Other | 919.4K | $16.9M | 1.8% | +22.3% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 862.9K | $15.9M | 0.0% | -38.4% |
| ASSETMARK, INC | Wealth advisor | 862.3K | $15.9M | 0.0% | +1.2% |
| MAI Capital Management | Wealth advisor | 719.9K | $13.2M | 0.1% | +4.7% |
| COLLECTIVE FAMILY OFFICE LLC | Wealth advisor | 697.3K | $12.8M | 2.9% | +14.8% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 685.5K | $12.6M | 0.1% | +2.6% |
| UBS Group AG | Bank broker | 675.8K | $12.4M | 0.0% | -4.0% |
| NAPLES GLOBAL ADVISORS, LLC | Other | 592.1K | $10.9M | 0.8% | +10.5% |
| CONNING INC. | Other | 580.2K | $10.7M | 0.4% | Held |
| ROYAL BANK OF CANADA | Bank broker | 575.4K | $10.6M | 0.0% | -20.4% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 565.4K | $10.4M | 0.0% | +23.2% |
| Carnegie Investment Counsel | Other | 497.0K | $9.1M | 0.2% | +25.9% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | Index provider | 440.5K | $8.1M | 0.0% | +8.2% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 415.6K | $7.6M | 0.0% | -11.7% |
| Prairiewood Capital, LLC | Wealth advisor | 402.8K | $7.4M | 2.1% | +4.2% |
| AlphaStar Capital Management, LLC | Wealth advisor | 382.9K | $7.0M | 0.5% | +26.8% |
| AMERIPRISE FINANCIAL INC | Bank broker | 376.8K | $6.9M | 0.0% | -19.1% |
| Kestra Advisory Services, LLC | Wealth advisor | 358.3K | $6.6M | 0.0% | -5.0% |
| Texas Yale Capital Corp. | Other | 351.4K | $6.5M | 0.2% | +3.2% |
| AIRE ADVISORS, LLC | Wealth advisor | 349.0K | $6.4M | 1.2% | +4.8% |
| PARK AVENUE SECURITIES LLC | Wealth advisor | 336.6K | $6.2M | 0.0% | -17.3% |
| WealthTrust Axiom LLC | Other | 329.5K | $6.1M | 1.5% | +0.7% |
| SWS Partners | Other | 314.6K | $5.8M | 1.4% | +4.5% |
| Plan Group Financial, LLC | Wealth advisor | 307.6K | $5.7M | 1.3% | +7.8% |
| BNP PARIBAS FINANCIAL MARKETS | Bank broker | 305.5K | $5.6M | 0.0% | -23.0% |
| Thrivent Financial for Lutherans | Diversified mechanical | 294.8K | $5.4M | 0.0% | New |
| Apella Capital, LLC | Wealth advisor | 283.4K | $5.4M | 0.1% | -3.8% |
| HighTower Advisors, LLC | Diversified mechanical | 232.7K | $4.3M | 0.0% | -7.3% |
| Sound Income Strategies, LLC | Diversified mechanical | 230.7K | $4.2M | 0.2% | -4.9% |
| Independent Advisor Alliance | Wealth advisor | 208.6K | $3.8M | 0.0% | New |
| First Interstate Bank | Wealth advisor | 204.7K | $3.8M | 0.2% | +14.6% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.