SPFF Institutional Ownership
Global X - SuperIncome Preferred ETF
1W: -0.3%
1M: -2.5%
3M: -3.2%
YTD: -2.3%
1Y: -0.8%
3Y: +20.1%
5Y: -0.7%
$9.10
-0.03 (-0.27%)
Weekly Expected Move ±1.7%
$9
$9
$9
$9
$9
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — SPFF
46
Institutional Holders
-5 vs prior quarter
0.0%
Ownership
+0.00pp
40M
Total Invested
2
New Positions
18
Increased
15
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (53 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 2,043,279 | 19M | +1,376,687 | +206.5% | 52Q | SEC ↗ |
| 2 | Sound Income Strategies, LLC | 487,121 | 4M | -16,001 | -3.2% | 17Q | SEC ↗ |
| 3 | MORGAN STANLEY | 242,777 | 2M | +14,290 | +6.3% | 53Q | SEC ↗ |
| 4 | BANK OF AMERICA CORP /DE | 233,333 | 2M | +18,711 | +8.7% | 15Q | SEC ↗ |
| 5 | UBS Group AG | 172,563 | 2M | +6,595 | +4.0% | 40Q | SEC ↗ |
| 6 | WELLS FARGO & COMPANY/MN | 165,620 | 2M | +32,016 | +24.0% | 40Q | SEC ↗ |
| 7 | ENVESTNET ASSET MANAGEMENT INC | 158,142 | 1M | +18,326 | +13.1% | 22Q | SEC ↗ |
| 8 | Perigon Wealth Management, LLC | 126,840 | 1M | +11,654 | +10.1% | 9Q | SEC ↗ |
| 9 | RAYMOND JAMES FINANCIAL INC | 114,021 | 1M | -2,489 | -2.1% | 7Q | SEC ↗ |
| 10 | Global Retirement Partners, LLC NEW | 79,100 | 719K | — | +0.0% | 1Q | SEC ↗ |
| 11 | NewEdge Advisors, LLC | 68,723 | 625K | +28,865 | +72.4% | 18Q | SEC ↗ |
| 12 | SEI INVESTMENTS CO | 65,262 | 594K | +15,114 | +30.1% | 7Q | SEC ↗ |
| 13 | Cambridge Investment Research Advisors | 45,947 | 418K | +835 | +1.9% | 48Q | SEC ↗ |
| 14 | CWM, LLC NEW | 31,607 | 287K | — | +0.0% | 1Q | SEC ↗ |
| 15 | AMERIPRISE FINANCIAL INC | 31,405 | 286K | -7,586 | -19.5% | 4Q | SEC ↗ |
| 16 | Advisory Services Network, LLC | 27,567 | 251K | — | +0.0% | 15Q | SEC ↗ |
| 17 | Whipplewood Advisors, LLC | 26,418 | 240K | -231 | -0.9% | 7Q | SEC ↗ |
| 18 | OSAIC HOLDINGS, INC. | 25,075 | 228K | -967 | -3.7% | 26Q | SEC ↗ |
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 23,720 | 216K | -57,437 | -70.8% | 9Q | SEC ↗ |
| 20 | Cornerstone Wealth Management, LLC | 23,201 | 211K | +1,219 | +5.5% | 9Q | SEC ↗ |
| 21 | CARY STREET PARTNERS FINANCIAL LLC | 19,017 | 173K | — | +0.0% | 3Q | SEC ↗ |
| 22 | GenWealth Group, Inc. | 10,628 | 97K | — | +0.0% | 27Q | SEC ↗ |
| 23 | PINNACLE ASSOCIATES LTD | 10,228 | 93K | — | +0.0% | 15Q | SEC ↗ |
| 24 | WealthBridge Capital Management, LLC | 10,000 | 91K | — | +0.0% | 15Q | SEC ↗ |
| 25 | US BANCORP \DE | 10,000 | 91K | — | +0.0% | 3Q | SEC ↗ |
| 26 | Allworth Financial LP | 8,323 | 76K | +36 | +0.4% | 5Q | SEC ↗ |
| 27 | HARBOUR INVESTMENTS, INC. | 6,461 | 59K | — | +0.0% | 17Q | SEC ↗ |
| 28 | ROYAL BANK OF CANADA | 5,854 | 53K | +3,782 | +182.5% | 49Q | SEC ↗ |
| 29 | Synergy Investment Management, LLC | 4,197 | 38K | +68 | +1.6% | 2Q | SEC ↗ |
| 30 | FIFTH THIRD BANCORP | 3,200 | 29K | -1,754 | -35.4% | 2Q | SEC ↗ |
| 31 | Farther Finance Advisors, LLC | 2,482 | 23K | +7 | +0.3% | 4Q | SEC ↗ |
| 32 | Ankerstar Wealth, LLC | 2,244 | 20K | — | +0.0% | 3Q | SEC ↗ |
| 33 | SBI Securities Co., Ltd. | 2,067 | 19K | -146 | -6.6% | 7Q | SEC ↗ |
| 34 | Trask Adam Roland NEW | 2,000 | 18K | — | +0.0% | 1Q | SEC ↗ |
| 35 | Burnham & Co LLC NEW | 2,000 | 18K | — | +0.0% | 1Q | SEC ↗ |
| 36 | FMR LLC | 1,733 | 16K | +163 | +10.4% | 2Q | SEC ↗ |
| 37 | INTERNATIONAL ASSETS INVESTMENT MANAGE | 1,200 | 11K | — | +0.0% | 3Q | SEC ↗ |
| 38 | AE Wealth Management LLC | 1,188 | 11K | +15 | +1.3% | 16Q | SEC ↗ |
| 39 | Founders Financial Alliance, LLC | 1,040 | 9K | — | +0.0% | 24Q | SEC ↗ |
| 40 | UBS AM, a distinct business unit of UB | 1,000 | 9K | -789 | -44.1% | 2Q | SEC ↗ |
| 41 | SHP Wealth Management | 900 | 8K | +400 | +80.0% | 3Q | SEC ↗ |
| 42 | Fortis Group Advisors, LLC | 500 | 5K | — | +0.0% | 12Q | SEC ↗ |
| 43 | Triumph Capital Management | 500 | 5K | -60 | -10.7% | 4Q | SEC ↗ |
| 44 | Key Capital Management, INC | 334 | 3K | -704 | -67.8% | 3Q | SEC ↗ |
| 45 | Blue Trust, Inc. | 0 | 0K | -150 | -100.0% | 2Q | SEC ↗ |
| 46 | AdvisorNet Financial, Inc | 0 | 0K | -230 | -100.0% | 18Q | SEC ↗ |
| 47 | Kingsview Wealth Management, LLC | 0 | 0K | -10,000 | -100.0% | 14Q | SEC ↗ |
| 48 | PMV Capital Advisers, LLC | 0 | 0K | -22 | -100.0% | 1Q | SEC ↗ |
| 49 | ASSETMARK, INC | 0 | 0K | -10 | -100.0% | 22Q | SEC ↗ |
| 50 | JANE STREET GROUP, LLC | 0 | 0K | -32,039 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (4)
| Holder | Shares | Value |
|---|---|---|
| Global Retirement Partners, LLC | 79,100 | 719K |
| CWM, LLC | 31,607 | 287K |
| Trask Adam Roland | 2,000 | 18K |
| Burnham & Co LLC | 2,000 | 18K |
Sold Out (9)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JANE STREET GROUP, LLC | 32,039 | 291K |
| Foundations Investment Advisors, LL | 28,363 | 258K |
| Cetera Investment Advisers | 18,543 | 169K |
| Kingsview Wealth Management, LLC | 10,000 | 91K |
| AdvisorNet Financial, Inc | 230 | 2K |
| Blue Trust, Inc. | 150 | 1K |
| PMV Capital Advisers, LLC | 22 | 0K |
| ASSETMARK, INC | 10 | 0K |
| Johnson Financial Group, Inc. | 0 | 0K |
Biggest Increases (18)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | +1,376,687 | +206.5% | 2,043,279 |
| WELLS FARGO & COMPANY/MN | +32,016 | +24.0% | 165,620 |
| NewEdge Advisors, LLC | +28,865 | +72.4% | 68,723 |
| BANK OF AMERICA CORP /DE | +18,711 | +8.7% | 233,333 |
| ENVESTNET ASSET MANAGEMENT INC | +18,326 | +13.1% | 158,142 |
| SEI INVESTMENTS CO | +15,114 | +30.1% | 65,262 |
| MORGAN STANLEY | +14,290 | +6.3% | 242,777 |
| Perigon Wealth Management, LLC | +11,654 | +10.1% | 126,840 |
| UBS Group AG | +6,595 | +4.0% | 172,563 |
| ROYAL BANK OF CANADA | +3,782 | +182.5% | 5,854 |
| Cornerstone Wealth Management, LLC | +1,219 | +5.5% | 23,201 |
| Cambridge Investment Research Advis | +835 | +1.9% | 45,947 |
| SHP Wealth Management | +400 | +80.0% | 900 |
| FMR LLC | +163 | +10.4% | 1,733 |
| Synergy Investment Management, LLC | +68 | +1.6% | 4,197 |
| Allworth Financial LP | +36 | +0.4% | 8,323 |
| AE Wealth Management LLC | +15 | +1.3% | 1,188 |
| Farther Finance Advisors, LLC | +7 | +0.3% | 2,482 |
Biggest Decreases (11)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -57,437 | -70.8% | 23,720 |
| Sound Income Strategies, LLC | -16,001 | -3.2% | 487,121 |
| AMERIPRISE FINANCIAL INC | -7,586 | -19.5% | 31,405 |
| RAYMOND JAMES FINANCIAL INC | -2,489 | -2.1% | 114,021 |
| FIFTH THIRD BANCORP | -1,754 | -35.4% | 3,200 |
| OSAIC HOLDINGS, INC. | -967 | -3.7% | 25,075 |
| UBS AM, a distinct business unit of | -789 | -44.1% | 1,000 |
| Key Capital Management, INC | -704 | -67.8% | 334 |
| Whipplewood Advisors, LLC | -231 | -0.9% | 26,418 |
| SBI Securities Co., Ltd. | -146 | -6.6% | 2,067 |
| Triumph Capital Management | -60 | -10.7% | 500 |