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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
FDx Advisors, Inc.10,158$190K0.06%013F-HRTimeline
Sigma Planning Corp10,120$189K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.10,039$188K<0.01%+41413F-HRTimeline
Sculati Wealth Management, LLC10,061$187K0.06%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.10,000$187K<0.01%013F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.10,000$187K0.01%013F-HRTimelineGroup
CHILTON CAPITAL MANAGEMENT LLC9,006$168K0.01%-3413F-HRTimeline
AE Wealth Management LLC8,539$160K<0.01%+2,77013F-HRTimeline
WealthShield Partners, LLC8,234$154K0.02%new13F-HRTimeline
Front Row Advisors LLC8,000$149K0.04%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.7,453$139K0.02%013F-HR/ATimeline
SHP Wealth Management7,414$139K0.01%+2,50613F-HRTimeline
Timbuktu Capital Management, LLC7,200$135K0.2%13F-HRTimeline
MeadowBrook Investment Advisors LLC6,455$121K0.1%013F-HRTimeline
Tidemark, LLC6,425$120K0.03%-1413F-HRTimeline
BLAIR WILLIAM & CO/IL5,250$98.1K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.4,717$88.2K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.4,006$74.9K0.02%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3,633$67.9K<0.01%+3,51713F-HRTimelineGroup
Fortitude Family Office, LLC3,544$66.2K0.01%013F-HRTimeline
Rossby Financial, LCC3,524$65.9K0.01%+33813F-HRTimeline
Integrated Wealth Concepts LLC3,343$62.5K<0.01%new13F-HRTimeline
Burnham & Co LLC3,252$60.8K0.05%13F-HRTimeline
UMB Bank, n.a.2,962$55.4K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Innovative Asset Advisors Group, LLC2,870$53.6K0.02%+913F-HRTimeline
ABOUND FINANCIAL, LLC2,712$50.7K0.02%013F-HRTimeline
Vermillion Wealth Management, Inc.2,706$50.6K0.01%+4313F-HRTimeline
Truvestments Capital LLC2,566$48K0.01%013F-HRTimeline
Golden State Wealth Management, LLC2,205$41.2K<0.01%-2,23313F-HRTimeline
Birchwood Financial Partners, Inc.2,124$39.7K0.03%+613F-HRTimeline
HOWE & RUSLING INC1,978$37K<0.01%013F-HRTimeline
IFG Advisory, LLC1,966$36.7K<0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,937$36.2K<0.01%-1,25613F-HRTimelineGroup
Continuum Advisory, LLC1,913$35.8K<0.01%new13F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC1,900$35.5K<0.01%13F-HRTimeline
Arax Advisory Partners1,672$31.2K<0.01%new13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.1,634$30.5K0.02%013F-HRTimeline
Markowski Investments1,594$29.8K0.01%13F-HRTimeline
Aptus Capital Advisors, LLC1,565$29.2K<0.01%+113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,455$27.2K<0.01%-2,66013F-HRTimeline
Key Capital Management, INC1,266$23.7K0.01%+78413F-HRTimeline
WPG Advisers, LLC1,158$21.6K0.01%-64713F-HRTimeline
Institute for Wealth Management, LLC.1,015$19K<0.01%new13F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA1,000$18.7K<0.01%013F-HRTimeline
Caitlin John, LLC1,000$18.7K0.01%new13F-HRTimeline
FMR LLCin group FMR LLC891$16.6K<0.01%+27913F-HRTimelineGroup
SIMPLEX TRADING, LLC879$16.4K<0.01%+38013F-HRTimeline
New England Capital Financial Advisors …823$15.4K<0.01%013F-HRTimeline
Winthrop Capital Management, LLC768$14K<0.01%013F-HRTimeline
CoreCap Advisors, LLC622$11.6K<0.01%013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding605$11.3K-13,415Timeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…580$10.8K<0.01%-6513F-HRTimeline
Caldwell Trust Co498$9.31K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc463$8.65K<0.01%013F-HRTimeline
Meramec Financial Planners, LLC452$8.34K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.418$7.81K<0.01%-10,51513F-HRTimeline
Fortis Group Advisors, LLC375$7.01K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC288$5.38K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\250$4.67K<0.01%new13F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…231$4.32K<0.01%new13F-HRTimelineGroup
Synergy Investment Management, LLC229$4.2K<0.01%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC200$3.74K<0.01%013F-HRTimeline
Nemes Rush Group LLC139$2.61K<0.01%+213F-HRTimeline
TRUST CO OF VERMONT132$2.47K<0.01%13F-HRTimeline
Founders Financial Alliance, LLC131$2.45K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.104$1.94K<0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN97$1.81K<0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.95$1.78K<0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/95$1.77K<0.01%013F-HRTimelineGroup
Horizon Investments, LLC44$814<0.01%-4413F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC39$729<0.01%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.7$132<0.01%013F-HRTimelineGroup
Fourth Dimension Wealth, LLC6$112<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.5$94<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1$19<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…1$14<0.01%new13F-HRTimeline