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Who owns PFFDWhat PFFD owns — n/a

Who owns Global X - U.S. Preferred ETF?

Institutional ownership of PFFD from SEC Form 13F filings across 188 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.

188

13F holders

$849.7M

value, 2026 filers

40.8%

of shares outstanding (47.4M sh)

24

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

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1BANK OF AMERICA CORP /DE/5.1M$95.0M0.0%4.4%-4.2%
2LPL Financial LLC3.4M$63.5M0.0%2.9%-5.8%
3Global X Japan Co., Ltd.3.3M$61.4M2.3%2.8%-3.9%
4MORGAN STANLEY2.8M$52.3M0.0%2.4%-2.3%
5WELLS FARGO & COMPANY/MN2.5M$47.2M0.0%2.2%-1.3%
6ENVESTNET ASSET MANAGEMENT INC2.5M$47.1M0.0%2.2%+12.1%
7Lido Advisors, LLC1.7M$32.3M0.1%1.5%+5.1%
8FUKOKU MUTUAL LIFE INSURANCE Co1.6M$29.0M1.7%1.3%0.0%
9Cetera Investment Advisers1.5M$27.5M0.0%1.3%+17.4%
10SEI INVESTMENTS CO1.3M$23.7M0.0%1.1%+13.6%
11RATIONAL ADVISORS, INC.1.3M$23.6M2.2%1.1%+1.0%
12EXCHANGE TRADED CONCEPTS, LLCNEW1.2M$22.6M0.1%1%new
13Creative Planning1.1M$20.7M0.0%1%+6.5%
14Modern Wealth Management, LLCNEW1.1M$20.3M0.2%0.9%new
15BESSEMER GROUP INC1.0M$18,7250.0%0.9%0.0%
16ASSETMARK, INC943,083$17.6M0.0%0.8%+9.4%
17MAI Capital Management854,288$16.0M0.1%0.7%+18.7%
18Steward Partners Investment Advisory, LLC718,622$13.4M0.1%0.6%+4.8%
19RAYMOND JAMES FINANCIAL INC665,418$12.4M0.0%0.6%+17.7%
20UBS Group AG663,805$12.4M0.0%0.6%-1.8%
21MML INVESTORS SERVICES, LLC640,241$12.0M0.0%0.6%+54.0%
22ROYAL BANK OF CANADA571,981$10.7M0.0%0.5%-0.6%
23Carnegie Investment Counsel533,633$10.0M0.2%0.5%+7.4%
24AlphaStar Capital Management, LLC496,591$9.3M0.6%0.4%+29.7%
25MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.476,029$8.9M0.0%0.4%+8.1%

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.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.