Who owns Global X - U.S. Preferred ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of PFFD from SEC Form 13F filings across 282 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 282 institutions disclosed 65.7M shares of Global X - U.S. Preferred ETF worth $1.23B — about 56.6% of shares outstanding; the largest disclosed holder is Orgel Wealth Management, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
282
13F holders
$1.23B
value, 2026 filers
56.6%
of shares outstanding (65.7M sh)
34
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of PFFD's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Orgel Wealth Management, LLC | 6.8M | $127.6M | 2.4% | 5.9% | -3.1% |
| 2 | BANK OF AMERICA CORP /DE/ | 5.1M | $95.0M | 0.0% | 4.4% | -4.2% |
| 3 | LPL Financial LLC | 3.4M | $63.5M | 0.0% | 2.9% | -5.8% |
| 4 | Global X Japan Co., Ltd. | 3.3M | $61.4M | 2.3% | 2.8% | -3.9% |
| 5 | MORGAN STANLEY | 2.8M | $52.3M | 0.0% | 2.4% | -2.3% |
| 6 | WELLS FARGO & COMPANY/MN | 2.5M | $47.2M | 0.0% | 2.2% | -1.3% |
| 7 | ENVESTNET ASSET MANAGEMENT INC | 2.5M | $47.1M | 0.0% | 2.2% | +12.1% |
| 8 | Lido Advisors, LLC | 1.7M | $32.3M | 0.1% | 1.5% | +5.1% |
| 9 | FUKOKU MUTUAL LIFE INSURANCE Co | 1.6M | $29.0M | 1.7% | 1.3% | 0.0% |
| 10 | Cetera Investment Advisers | 1.5M | $27.5M | 0.0% | 1.3% | +17.4% |
| 11 | New York Life Investment Management LLC | 1.4M | $25.9M | 0.2% | 1.2% | +4.6% |
| 12 | State of Wisconsin - Board of Commissioners of Public Lands | 1.3M | $25.1M | 16.4% | 1.2% | 0.0% |
| 13 | SEI INVESTMENTS CO | 1.3M | $23.7M | 0.0% | 1.1% | +13.6% |
| 14 | RATIONAL ADVISORS, INC. | 1.3M | $23.6M | 2.2% | 1.1% | +1.0% |
| 15 | Columbus Macro, LLC | 1.1M | $21.0M | 2.0% | 1% | +22.0% |
| 16 | Creative Planning | 1.1M | $20.7M | 0.0% | 1% | +6.5% |
| 17 | Modern Wealth Management, LLCNEW | 1.1M | $20.3M | 0.2% | 0.9% | new |
| 18 | Tiller Private Wealth, Inc. | 1.0M | $19.5M | 6.1% | 0.9% | +5.3% |
| 19 | BESSEMER GROUP INC | 1.0M | $18.7M | 0.0% | 0.9% | 0.0% |
| 20 | ASSETMARK, INC | 943,083 | $17.6M | 0.0% | 0.8% | +9.4% |
| 21 | MAI Capital Management | 854,288 | $16.0M | 0.1% | 0.7% | +18.7% |
| 22 | COLLECTIVE FAMILY OFFICE LLC | 777,208 | $14.5M | 3.0% | 0.7% | +11.5% |
| 23 | Steward Partners Investment Advisory, LLC | 718,622 | $13.4M | 0.1% | 0.6% | +4.8% |
| 24 | RAYMOND JAMES FINANCIAL INC | 665,418 | $12.4M | 0.0% | 0.6% | +17.7% |
| 25 | UBS Group AG | 663,805 | $12.4M | 0.0% | 0.6% | -1.8% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.