PFFD Institutional Ownership
Global X - U.S. Preferred ETF
1W: -0.5%
1M: -2.8%
3M: -6.1%
YTD: -6.9%
1Y: -8.8%
3Y: +8.6%
5Y: -11.4%
$17.62
+0.05 (+0.28%)
Weekly Expected Move ±1.1%
$17
$17
$18
$18
$18
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — PFFD
308
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
1B
Total Invested
30
New Positions
103
Increased
124
Reduced
27
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (332 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Orgel Wealth Management, LLC | 6,826,192 | $120M | -219,679 | -3.1% | 5Q | SEC ↗ |
| 2 | BANK OF AMERICA CORP /DE | 5,082,251 | $90M | -223,641 | -4.2% | 15Q | SEC ↗ |
| 3 | LPL Financial LLC | 3,399,971 | $60M | -210,132 | -5.8% | 31Q | SEC ↗ |
| 4 | Global X Japan Co., Ltd. | 3,283,546 | $58M | -134,535 | -3.9% | 2Q | SEC ↗ |
| 5 | MORGAN STANLEY | 2,797,268 | $49M | -64,448 | -2.3% | 32Q | SEC ↗ |
| 6 | WELLS FARGO & COMPANY/MN | 2,526,830 | $45M | -33,411 | -1.3% | 29Q | SEC ↗ |
| 7 | ENVESTNET ASSET MANAGEMENT INC | 2,522,498 | $44M | +272,858 | +12.1% | 31Q | SEC ↗ |
| 8 | Lido Advisors, LLC | 1,726,148 | $30M | +83,265 | +5.1% | 30Q | SEC ↗ |
| 9 | FUKOKU MUTUAL LIFE INSURANCE Co | 1,551,000 | $27M | — | +0.0% | 22Q | SEC ↗ |
| 10 | Cetera Investment Advisers | 1,472,675 | $26M | +218,249 | +17.4% | 23Q | SEC ↗ |
| 11 | New York Life Investment Management LL | 1,387,155 | $24M | +61,578 | +4.6% | 9Q | SEC ↗ |
| 12 | State of Wisconsin - Board of Commissi | 1,341,305 | $24M | — | +0.0% | 14Q | SEC ↗ |
| 13 | SEI INVESTMENTS CO | 1,269,010 | $22M | +152,267 | +13.6% | 15Q | SEC ↗ |
| 14 | RATIONAL ADVISORS, INC. | 1,262,475 | $22M | +12,655 | +1.0% | 30Q | SEC ↗ |
| 15 | Columbus Macro, LLC | 1,121,532 | $20M | +202,126 | +22.0% | 10Q | SEC ↗ |
| 16 | Creative Planning | 1,106,347 | $19M | +68,006 | +6.5% | 18Q | SEC ↗ |
| 17 | Modern Wealth Management, LLC NEW | 1,087,805 | $19M | — | +0.0% | 1Q | SEC ↗ |
| 18 | Tiller Private Wealth, Inc. | 1,042,759 | $18M | +52,347 | +5.3% | 23Q | SEC ↗ |
| 19 | BESSEMER GROUP INC | 1,001,871 | $18M | — | +0.0% | 2Q | SEC ↗ |
| 20 | ASSETMARK, INC | 943,083 | $17M | +80,790 | +9.4% | 28Q | SEC ↗ |
| 21 | MAI Capital Management | 854,288 | $15M | +134,405 | +18.7% | 7Q | SEC ↗ |
| 22 | COLLECTIVE FAMILY OFFICE LLC | 777,208 | $14M | +79,920 | +11.5% | 23Q | SEC ↗ |
| 23 | Steward Partners Investment Advisory, | 718,622 | $13M | +33,165 | +4.8% | 14Q | SEC ↗ |
| 24 | RAYMOND JAMES FINANCIAL INC | 665,418 | $12M | +100,029 | +17.7% | 7Q | SEC ↗ |
| 25 | UBS Group AG | 663,805 | $12M | -11,958 | -1.8% | 34Q | SEC ↗ |
| 26 | MML INVESTORS SERVICES, LLC | 640,241 | $11M | +224,629 | +54.0% | 23Q | SEC ↗ |
| 27 | NAPLES GLOBAL ADVISORS, LLC | 632,112 | $11M | +40,017 | +6.8% | 26Q | SEC ↗ |
| 28 | EXCHANGE TRADED CONCEPTS, LLC NEW | 605,218 | $11M | — | +0.0% | 1Q | SEC ↗ |
| 29 | Ocean Park Asset Management, LLC NEW | 605,218 | $11M | — | +0.0% | 1Q | SEC ↗ |
| 30 | CONNING INC. | 580,200 | $10M | — | +0.0% | 15Q | SEC ↗ |
| 31 | ROYAL BANK OF CANADA | 571,981 | $10M | -3,467 | -0.6% | 35Q | SEC ↗ |
| 32 | Carnegie Investment Counsel | 533,633 | $9M | +36,605 | +7.4% | 3Q | SEC ↗ |
| 33 | AlphaStar Capital Management, LLC | 496,591 | $9M | +113,663 | +29.7% | 4Q | SEC ↗ |
| 34 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 476,029 | $8M | +35,493 | +8.1% | 9Q | SEC ↗ |
| 35 | Prairiewood Capital, LLC | 397,610 | $7M | -5,190 | -1.3% | 23Q | SEC ↗ |
| 36 | AMERIPRISE FINANCIAL INC | 394,586 | $7M | +17,811 | +4.7% | 16Q | SEC ↗ |
| 37 | MERCER GLOBAL ADVISORS INC /ADV | 365,711 | $6M | -497,204 | -57.6% | 4Q | SEC ↗ |
| 38 | AIRE ADVISORS, LLC | 362,142 | $6M | +13,172 | +3.8% | 19Q | SEC ↗ |
| 39 | Kestra Advisory Services, LLC | 357,909 | $6M | -396 | -0.1% | 14Q | SEC ↗ |
| 40 | Texas Yale Capital Corp. | 336,642 | $6M | -14,736 | -4.2% | 29Q | SEC ↗ |
| 41 | Plan Group Financial, LLC | 327,939 | $6M | +20,312 | +6.6% | 10Q | SEC ↗ |
| 42 | WealthTrust Axiom LLC | 321,568 | $6M | -7,946 | -2.4% | 8Q | SEC ↗ |
| 43 | First Interstate Bank | 321,320 | $6M | +116,590 | +56.9% | 5Q | SEC ↗ |
| 44 | Thrivent Financial for Lutherans | 317,639 | $6M | +22,795 | +7.7% | 2Q | SEC ↗ |
| 45 | PARK AVENUE SECURITIES LLC | 290,163 | $5M | -46,401 | -13.8% | 15Q | SEC ↗ |
| 46 | SWS Partners | 278,848 | $5M | -35,703 | -11.4% | 12Q | SEC ↗ |
| 47 | HighTower Advisors, LLC | 265,582 | $5M | +32,876 | +14.1% | 14Q | SEC ↗ |
| 48 | BNP PARIBAS FINANCIAL MARKETS | 262,359 | $5M | -43,097 | -14.1% | 30Q | SEC ↗ |
| 49 | Apella Capital, LLC | 260,807 | $5M | -22,629 | -8.0% | 5Q | SEC ↗ |
| 50 | EAGLE HARBOR ASSET MANAGEMENT INC /ADV | 254,947 | $4M | +1,497 | +0.6% | 15Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Modern Wealth Management, LLC | 1,087,805 | $19M |
| Ocean Park Asset Management, LLC | 605,218 | $11M |
| EXCHANGE TRADED CONCEPTS, LLC | 605,218 | $11M |
| Global Retirement Partners, LLC | 163,943 | $3M |
| Alpha Financial Partners LLC | 75,479 | $1M |
| Anchor Bay Capital, Inc. | 26,197 | $462K |
| Maridea Wealth Management LLC | 26,076 | $459K |
| Corient Private Wealth LP | 25,841 | $455K |
| Johnson Financial Group, LLC | 14,095 | $248K |
| True Blue Financial, LLC | 10,443 | $184K |
| Sigma Planning Corp | 10,120 | $178K |
| Sculati Wealth Management, LLC | 10,061 | $177K |
| WealthShield Partners, LLC | 8,234 | $145K |
| Timbuktu Capital Management, LLC | 7,200 | $127K |
| Integrated Wealth Concepts LLC | 3,343 | $59K |
| Burnham & Co LLC | 3,252 | $57K |
| Trask Adam Roland | 3,252 | $57K |
| IFG Advisory, LLC | 1,966 | $35K |
| Continuum Advisory, LLC | 1,913 | $34K |
| COMPASS FINANCIAL MANAGEMENT LLC | 1,900 | $33K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Independent Advisor Alliance | 208,586 | $4M |
| Blue Edge Capital, LLC | 201,465 | $4M |
| JANE STREET GROUP, LLC | 119,936 | $2M |
| Perissos Private Wealth Management, | 71,855 | $1M |
| IHT Wealth Management, LLC | 22,602 | $398K |
| Apollon Wealth Management, LLC | 21,224 | $374K |
| Barnes Wealth Management Group, Inc | 19,744 | $348K |
| Gateway Wealth Partners, LLC | 18,712 | $330K |
| TWO SIGMA SECURITIES, LLC | 18,562 | $327K |
| RENAISSANCE TECHNOLOGIES LLC | 16,890 | $298K |
| CFO4Life Group, LLC | 16,888 | $298K |
| Firestone Capital Management | 16,691 | $294K |
| Indivisible Partners | 15,933 | $281K |
| Foundations Investment Advisors, LL | 15,917 | $280K |
| BLUEFIN CAPITAL MANAGEMENT, LLC | 15,159 | $267K |
| BENJAMIN EDWARDS INC | 13,798 | $243K |
| RHS Financial, LLC | 13,794 | $243K |
| Ameritas Advisory Services, LLC | 13,415 | $236K |
| Inspire Advisors, LLC | 13,277 | $234K |
| ASHTON THOMAS SECURITIES, LLC | 12,820 | $226K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | +272,858 | +12.1% | 2,522,498 |
| MML INVESTORS SERVICES, LLC | +224,629 | +54.0% | 640,241 |
| Cetera Investment Advisers | +218,249 | +17.4% | 1,472,675 |
| Columbus Macro, LLC | +202,126 | +22.0% | 1,121,532 |
| SEI INVESTMENTS CO | +152,267 | +13.6% | 1,269,010 |
| MAI Capital Management | +134,405 | +18.7% | 854,288 |
| Merit Financial Group, LLC | +131,636 | +413.7% | 163,454 |
| CIBC WORLD MARKET INC. | +119,582 | +138.1% | 206,182 |
| First Interstate Bank | +116,590 | +56.9% | 321,320 |
| AlphaStar Capital Management, LLC | +113,663 | +29.7% | 496,591 |
| RAYMOND JAMES FINANCIAL INC | +100,029 | +17.7% | 665,418 |
| Lido Advisors, LLC | +83,265 | +5.1% | 1,726,148 |
| ASSETMARK, INC | +80,790 | +9.4% | 943,083 |
| COLLECTIVE FAMILY OFFICE LLC | +79,920 | +11.5% | 777,208 |
| Creative Planning | +68,006 | +6.5% | 1,106,347 |
| New York Life Investment Management | +61,578 | +4.6% | 1,387,155 |
| CITADEL ADVISORS LLC | +57,871 | +255.6% | 80,508 |
| Tiller Private Wealth, Inc. | +52,347 | +5.3% | 1,042,759 |
| WEBSTER BANK, N. A. | +47,879 | +160.3% | 77,749 |
| Stratos Wealth Partners, LTD. | +41,111 | +35.5% | 156,935 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -1,507,856 | -95.3% | 74,861 |
| CWM, LLC | -1,318,217 | -92.4% | 108,284 |
| Flaharty Asset Management, LLC | -1,048,152 | -91.5% | 97,614 |
| MERCER GLOBAL ADVISORS INC /ADV | -497,204 | -57.6% | 365,711 |
| BANK OF AMERICA CORP /DE | -223,641 | -4.2% | 5,082,251 |
| Orgel Wealth Management, LLC | -219,679 | -3.1% | 6,826,192 |
| LPL Financial LLC | -210,132 | -5.8% | 3,399,971 |
| Global X Japan Co., Ltd. | -134,535 | -3.9% | 3,283,546 |
| MORGAN STANLEY | -64,448 | -2.3% | 2,797,268 |
| WealthPlan Investment Management, L | -55,482 | -38.8% | 87,368 |
| PARK AVENUE SECURITIES LLC | -46,401 | -13.8% | 290,163 |
| BNP PARIBAS FINANCIAL MARKETS | -43,097 | -14.1% | 262,359 |
| SWS Partners | -35,703 | -11.4% | 278,848 |
| WELLS FARGO & COMPANY/MN | -33,411 | -1.3% | 2,526,830 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -31,990 | -45.0% | 39,072 |
| JPMORGAN CHASE & CO | -31,154 | -22.1% | 109,711 |
| Mariner, LLC | -28,337 | -51.1% | 27,110 |
| Apella Capital, LLC | -22,629 | -8.0% | 260,807 |
| Texas Yale Capital Corp. | -14,736 | -4.2% | 336,642 |
| Accel Wealth Management | -13,751 | -54.3% | 11,573 |