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Disclosery

PFFD GLOBAL X FDS

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US PFD ETF (fund)

276 managers (281 13F filers) reported a position in PFFD shares at 2026-06-30, 65,709,091 shares in all. 23 filers opened a position and 27 filers sold out during the quarter.

Managers
276
13F filers
281
New
23
Added
104
Reduced
97
Sold out
27
Shares held by filers
65,709,091

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Orgel Wealth Management, LLC6,826,192$128M2.42%-219,67913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/5,082,251$95M0.01%-223,64113F-HRTimelineGroup
LPL Financial LLC3,399,971$63.5M0.01%-210,13213F-HRTimeline
Global X Japan Co., Ltd.3,283,546$61.4M2.26%-134,53513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,797,268$52.3M<0.01%-64,44813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,569,228$48M+278,775Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,526,830$47.2M0.01%-33,41113F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC1,726,148$32.3M0.12%+83,26513F-HRTimelineGroup
FUKOKU MUTUAL LIFE INSURANCE Co1,551,000$29M1.69%013F-HRTimeline
Cetera Investment Advisers1,472,675$27.5M0.03%+218,24913F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…1,387,155$25.9M0.18%+61,57813F-HRTimelineGroup
State of Wisconsin - Board of Commissio…1,341,305$25.1M16.41%013F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO1,269,010$23.7M0.02%+152,26713F-HRTimelineGroup
RATIONAL ADVISORS, INC.1,262,475$23.6M2.16%+12,65513F-HRTimeline
Columbus Macro, LLC1,121,532$21M2.04%+202,12613F-HRTimeline
Creative Planningin group Creative Planning1,106,347$20.7M0.01%+68,00613F-HRTimelineGroup
Modern Wealth Management, LLC1,087,805$20.3M0.24%new13F-HRTimeline
Tiller Private Wealth, Inc.1,042,759$19.5M6.1%+52,34713F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,001,871$18.7M0.03%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC943,083$17.6M0.03%+80,79013F-HRTimelineGroup
MAI Capital Management854,288$16M0.06%+134,40513F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC777,208$14.5M2.97%+79,92013F-HRTimeline
Steward Partners Investment Advisory, L…718,622$13.4M0.07%+33,16513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC665,418$12.4M<0.01%+100,02913F-HRTimelineGroup
UBS Group AGin group UBS Group AG663,805$12.4M<0.01%-11,95813F-HRTimelineGroup
MML INVESTORS SERVICES, LLC640,241$12M0.02%+224,62913F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC632,112$11.8M0.73%+40,01713F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC605,218$11.3M0.06%new13F-HR/ATimeline
Ocean Park Asset Management, LLC605,218$11.3M0.54%new13F-HRTimeline
CONNING INC.in group CONNING INC.580,200$10.8M0.32%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA571,981$10.7M<0.01%-3,46713F-HRTimelineGroup
Carnegie Investment Counsel533,633$9.97M0.2%+36,60513F-HRTimeline
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding523,475$9.78M+31,732Timeline
AlphaStar Capital Management, LLC496,591$9.28M0.59%+113,66313F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding423,070$7.91M-3,339Timeline
Prairiewood Capital, LLC397,610$7.43M1.93%-5,19013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC394,586$7.37M<0.01%+17,81113F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV365,711$6.84M0.01%-497,20413F-HR/ATimeline
AIRE ADVISORS, LLC362,142$6.77M1.1%+13,17213F-HRTimeline
Texas Yale Capital Corp.336,642$6.29M0.14%-14,73613F-HRTimeline
Plan Group Financial, LLC327,939$6.13M1.27%+20,31213F-HRTimeline
WealthTrust Axiom LLC321,568$6.01M1.34%-7,94613F-HRTimeline
First Interstate Bank321,320$6.01M0.31%+116,59013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…317,639$5.94M0.01%+22,79513F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC290,163$5.42M0.03%-46,40113F-HRTimelineGroup
SWS Partners278,848$5.21M1.13%-35,70313F-HRTimeline
HighTower Advisors, LLC265,582$4.96M<0.01%+32,87613F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS262,359$4.9M<0.01%-43,09713F-HRTimelineGroup
Apella Capital, LLC260,807$4.86M0.07%-22,62913F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV254,947$4.76M3.74%+1,49713F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding252,011$4.71M+26,618Timeline
Sound Income Strategies, LLC226,017$4.22M0.19%-4,72613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.209,229$3.91M<0.01%+26,26513F-HRTimelineGroup
CIBC WORLD MARKET INC.206,182$3.85M0.01%+119,58213F-HRTimeline
SBI Securities Co., Ltd.181,285$3.39M0.08%-1,00913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.179,600$3.36M<0.01%-2,03013F-HRTimelineGroup
Advisory Services Network, LLC171,917$3.21M0.04%-50813F-HRTimeline
Private Advisor Group, LLC164,315$3.07M0.01%+33,87413F-HRTimeline
Global Retirement Partners, LLC163,943$3.06M0.05%13F-HRTimeline
Merit Financial Group, LLC163,454$3.05M0.02%+131,63613F-HR/ATimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.156,935$2.93M0.03%+41,11113F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.155,676$2.91M0.05%+34,73013F-HRTimeline
AlphaCore Capital LLC152,556$2.85M0.05%-5,19613F-HRTimeline
&PARTNERS147,447$2.76M0.01%-13,13813F-HRTimeline
Robertson Stephens Wealth Management, L…143,356$2.68M0.07%-9,06213F-HRTimeline
Waverly Advisors, LLC138,526$2.59M0.02%+25,39013F-HRTimeline
FF Advisors,LLC132,940$2.48M0.93%+6,42413F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC131,142$2.45M0.24%+5,16313F-HRTimeline
Summit Financial, LLC130,478$2.44M0.03%-1,51713F-HRTimeline
Gladstone Institutional Advisory LLC122,640$2.29M0.07%-2,90913F-HRTimeline
Crews Bank & Trust121,730$2.28M0.3%+2,21513F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.116,972$2.19M<0.01%+3,64413F-HRTimelineGroup
Trajan Wealth LLC115,289$2.15M0.08%+1,76713F-HRTimeline
Janney Montgomery Scott LLC114,772$2.15M<0.01%+5,42213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO109,711$2.05M<0.01%-31,15413F-HRTimelineGroup
Hegarty Advisors, LLC103,750$1.94M1.33%+3,01013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…102,380$1.91M<0.01%+3,73513F-HRTimeline
Cyndeo Wealth Partners, LLC98,738$1.85M0.09%+56013F-HRTimeline
Flaharty Asset Management, LLC97,614$1.82M2.6%-1,048,15213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC92,115$1.72M0.02%+11,46213F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.89,919$1.68M0.01%-61013F-HRTimelineGroup
Prepared Retirement Institute LLC89,174$1.67M0.71%-65613F-HRTimeline
Cambridge Investment Research Advisors,…88,575$1.66M<0.01%+13,72413F-HR/ATimeline
WealthPlan Investment Management, LLC87,368$1.63M0.08%-55,48213F-HRTimeline
Traub Capital Management LLC83,224$1.56M1.39%-3,91113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC80,508$1.5M<0.01%+57,87113F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…79,865$1.49M<0.01%+20,21213F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.79,595$1.49M0.01%013F-HRTimeline
WEBSTER BANK, N. A.77,749$1.45M0.13%+47,87913F-HRTimeline
Advisors Capital Management, LLC77,076$1.44M0.02%+2,54513F-HRTimeline
Unison Advisors LLC75,808$1.42M0.1%+6,16413F-HRTimeline
Alpha Financial Partners LLC75,479$1.41M0.74%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…74,861$1.4M<0.01%-1,507,85613F-HRTimelineGroup
Objective Capital Management, LLC74,650$1.4M1.24%+7,52013F-HRTimeline
NewEdge Advisors, LLC72,124$1.35M<0.01%-3,07113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC71,159$1.33M0.03%-6,46713F-HRTimelineGroup
Eagle Strategies LLC70,811$1.32M0.13%-8,89413F-HRTimeline
PLIMOTH TRUST CO LLC70,279$1.31M0.26%+74113F-HRTimeline
Investors Research Corp65,076$1.22M0.22%-4,42113F-HRTimeline
NWAM LLC64,344$1.2M0.06%+4,97313F-HRTimeline
SCOTIA CAPITAL INC.62,971$1.18M<0.01%+23,62913F-HRTimeline
Alteri Wealth LLC60,682$1.13M0.31%+3,56113F-HRTimeline
Grey Ledge Advisors, LLC59,034$1.1M0.22%+67413F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC58,396$1.09M0.02%-3,46913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC57,456$1.07M<0.01%+2,10613F-HRTimeline
Mutual Advisors, LLC57,445$1.07M0.02%-5,50413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS56,249$1.05M<0.01%+3,08313F-HRTimeline
L & S Advisors Inc53,677$1M0.1%+42113F-HRTimeline
DUNCKER STREETT & CO INC52,670$984K0.17%-28913F-HRTimeline
John W. Brooker & Co., CPAs51,793$968K1.17%+21,15013F-HRTimeline
Triumph Capital Management50,783$949K0.17%+3,81513F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…47,708$892K0.02%-7,89813F-HRTimeline
Austin Wealth Management, LLC46,459$864K0.18%+25,70113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC45,362$848K<0.01%+23,63613F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …44,685$835K0.02%+10,22813F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd44,260$827K0.01%-12,04013F-HRTimelineGroup
Syntegra Private Wealth Group, LLC43,965$822K0.06%-1,59713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…39,072$730K<0.01%-31,99013F-HRTimelineGroup
Adams Asset Advisors, LLC38,925$728K0.08%-36913F-HRTimeline
American Institute for Advanced Investm…37,220$696K0.4%-22813F-HRTimeline
David Kennon Inc37,058$693K0.23%-6,44613F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.36,491$682K0.15%-50013F-HRTimeline
WBH ADVISORY INC35,629$666K0.04%+1,71413F-HRTimeline
Apollon Financial, LLCin group Apollon Wealth Management, LLC35,269$659K0.08%-6,70613F-HRTimelineGroup
FIRST CITIZENS BANK & TRUST CO35,104$656K0.01%+22913F-HRTimeline
CENTRAL TRUST Co34,954$653K0.01%-7,98113F-HRTimeline
Farther Finance Advisors, LLC34,237$640K0.01%+3,70713F-HRTimeline
BEACON FINANCIAL GROUP34,079$637K0.06%-3,73213F-HRTimeline
Wealthfront Advisers LLC33,656$629K<0.01%+16,38713F-HRTimeline
APPLETON PARTNERS INC/MA30,355$567K0.03%-11,95413F-HRTimeline
Acorn Wealth Advisors, LLC29,807$557K0.14%-10813F-HRTimeline
Perigon Wealth Management, LLC29,154$545K0.01%-93113F-HRTimeline
10Elms LLP29,092$544K0.23%+6,08213F-HRTimeline
Meridian Wealth Advisors, LLC29,000$542K0.06%013F-HRTimeline
CENTAURUS FINANCIAL, INC.28,960$541K0.02%+6813F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.28,819$539K0.03%013F-HRTimelineGroup
MSH Capital Advisors LLC28,692$536K0.09%-47213F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE28,530$533K0.07%-3,17013F-HRTimeline
Trinity Legacy Partners, LLC28,476$529K0.11%-2,19313F-HRTimeline
1620 INVESTMENT ADVISORS, INC.27,336$511K0.32%+2,59813F-HRTimeline
Mariner, LLCin group Mariner, LLC27,110$507K<0.01%-28,33713F-HRTimelineGroup
TrueWealth Advisors, LLC26,948$504K0.11%-29713F-HRTimeline
Gotham Asset Management, LLC26,724$499K<0.01%+1,17413F-HRTimeline
OpenArc Corporate Advisory, LLC26,351$492K0.01%-8213F-HRTimeline
FIRST MANHATTAN CO. LLC.26,336$492K<0.01%-4,62913F-HRTimeline
Maridea Wealth Management LLC26,076$487K0.05%new13F-HRTimeline
Anchor Bay Capital, Inc.26,197$486K0.26%13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP25,841$483K<0.01%new13F-HR/ATimelineGroup
WealthBridge Capital Management, LLC25,700$480K0.1%013F-HRTimeline
SEGALL BRYANT & HAMILL, LLC24,244$453K0.01%+85313F-HRTimeline
PRIVATE TRUST CO NA24,147$451K0.04%-4,58513F-HRTimeline
Western Wealth Management, LLC24,096$450K0.01%+1413F-HRTimeline
Millington Financial Advisors, LLC23,814$443K0.17%+1,71913F-HRTimeline
Activest Wealth Management22,996$430K0.08%+6713F-HRTimeline
Avior Wealth Management, LLC22,915$428K0.01%+10,36913F-HRTimeline
Collaborative Wealth Managment Inc.22,838$427K0.18%-9,45613F-HRTimeline
World Investment Advisors22,876$427K0.01%-14813F-HRTimeline
Savvy Advisors, Inc.21,703$406K0.01%+66613F-HRTimeline
Hennion & Walsh Asset Management, Inc.21,394$400K0.01%-1113F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth21,036$393K<0.01%-3,36713F-HRTimelineGroup
Prospect Financial Services LLC20,255$379K0.19%-2,00013F-HRTimeline
WCG Wealth Advisors LLC19,432$363K0.01%+2313F-HRTimeline
INVESTED ADVISORS18,844$352K0.31%+2,43613F-HRTimeline
Kane Co Wealth Management, Inc.18,685$349K0.26%-72513F-HRTimeline
Note Advisors, LLC18,138$339K0.15%-3,27813F-HRTimeline
FLC Capital Advisors17,600$329K0.05%-2,32213F-HRTimeline
AMG National Trust Bank17,588$329K0.01%-8,10013F-HRTimeline
Inscription Capital, LLC17,000$318K0.03%+26913F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC16,949$317K<0.01%+3,38613F-HRTimeline
Thompson David Blair16,771$313K0.16%-3,76213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC16,500$308K0.01%+2,32513F-HRTimeline
GeoWealth Management, LLC16,475$308K0.01%-20613F-HRTimeline
Allworth Financial LP16,446$307K<0.01%013F-HRTimeline
Cornerstone Wealth, LLC/TN16,461$307K0.16%-3,74013F-HRTimeline
RVW Wealth, LLC15,196$284K0.02%013F-HRTimeline
Focus Financial Network, Inc.14,782$276K0.01%-69013F-HRTimeline
ALBION FINANCIAL GROUP /UT14,594$273K0.02%+5,44013F-HRTimeline
Cornerstone Wealth Management, LLC14,171$265K0.01%-69213F-HRTimeline
Lewis Asset Management, LLC14,114$264K0.09%+16913F-HRTimeline
Johnson Financial Group, LLC14,095$263K0.01%new13F-HRTimeline
Kohmann Bosshard Financial Services, LLC13,644$255K0.02%-1,32813F-HRTimeline
WHITTIER TRUST CO13,513$254K<0.01%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP13,257$248K<0.01%-1,67813F-HRTimelineGroup
Madrona Financial Services, LLC13,217$247K0.05%-40013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…12,557$235K<0.01%013F-HRTimelineGroup
Medallion Wealth Advisors, LLC12,389$232K0.07%-7,65713F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV12,316$230K0.04%+8513F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC12,175$228K<0.01%013F-HRTimelineGroup
Accel Wealth Management11,573$216K0.05%-13,75113F-HRTimeline
Nelson Capital Management, LLC11,549$216K0.02%-10,67013F-HRTimeline
Independent Wealth Network Inc.11,358$212K0.05%+80713F-HRTimeline
IFP Advisors, Inc11,150$208K<0.01%-18913F-HRTimeline
Avory & Company, LLC11,014$206K0.26%013F-HRTimeline
Cornerstone Select Advisors, LLC10,890$204K0.09%-43713F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…10,770$201K<0.01%013F-HRTimelineGroup
VISTA FINANCE, LLC10,475$196K0.11%013F-HRTimeline
True Blue Financial, LLC10,443$195K0.08%new13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…10,434$195K0.01%-8,12113F-HRTimelineGroup
Larson Financial Group LLC10,358$194K0.01%+10313F-HRTimeline
Onyx Bridge Wealth Group LLC10,264$192K0.02%-9313F-HRTimeline