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Disclosery

PFFD GLOBAL X FDS

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US PFD ETF (fund)

292 managers (296 13F filers) reported a position in PFFD shares at 2024-12-31, 62,413,424 shares in all. 24 filers opened a position and 19 filers sold out during the quarter.

Managers
292
13F filers
296
New
24
Added
120
Reduced
80
Sold out
19
Shares held by filers
62,413,424

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
My Legacy Advisors, LLC11,830$234K0.09%-9813F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…11,634$227K0.01%+83313F-HRTimelineGroup
Keystone Financial Group11,600$226K0.02%-7513F-HRTimeline
HF Advisory Group, LLC11,545$225K0.1%-1,02613F-HRTimeline
B. Riley Wealth Advisors, Inc.10,711$210K0.01%new13F-HRTimeline
American Investment Services, Inc.10,723$209K0.04%013F-HR/ATimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,643$208K<0.01%new13F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\10,593$207K<0.01%+11513F-HRTimelineGroup
Perennial Investment Advisors, LLC10,468$204K0.02%-1,55313F-HRTimeline
MeadowBrook Investment Advisors LLC10,465$204K0.18%+20013F-HRTimeline
AE Wealth Management LLC10,125$198K<0.01%-1,13413F-HRTimeline
Onyx Bridge Wealth Group LLC10,022$196K0.03%+14013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.10,000$195K<0.01%013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…10,000$195K<0.01%-30313F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…10,000$195K0.01%13F-HRTimelineGroup
Larson Financial Group LLC9,789$191K0.01%-66913F-HRTimeline
1620 INVESTMENT ADVISORS, INC.9,390$183K0.14%new13F-HRTimeline
ALBION FINANCIAL GROUP /UT9,154$179K0.01%013F-HRTimeline
Tidemark, LLC8,625$168K0.06%013F-HRTimeline
Running Point Capital Advisors, LLC8,218$160K0.05%-3,31813F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC8,214$160K0.01%013F-HRTimeline
Front Row Advisors LLC8,000$157K0.05%+50013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.7,453$145K0.02%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV6,749$132K0.01%+37413F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.6,510$127K<0.01%013F-HRTimelineGroup
Future Financial Wealth Managment LLC6,305$123K0.09%013F-HRTimeline
Winthrop Capital Management, LLC6,067$118K0.03%-11013F-HRTimeline
GPS Wealth Strategies Group, LLC6,017$117K0.02%+1,26913F-HRTimeline
Golden State Wealth Management, LLC5,861$114K0.02%13F-HRTimeline
HOWE & RUSLING INC5,205$102K0.01%+31513F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC4,912$95.8K<0.01%013F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.4,661$91.4K0.09%13F-HRTimeline
Continuum Advisory, LLC4,671$91.1K0.01%013F-HRTimeline
Qube Research & Technologies Ltd4,081$79.6K<0.01%-1,18113F-HRTimeline
Pinnacle Bancorp, Inc.4,006$78.2K0.03%013F-HRTimeline
Orion Capital Management LLC3,800$74.1K0.03%new13F-HRTimeline
Householder Group Estate & Retirement S…3,527$68K0.05%-4,25613F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC3,054$59.6K<0.01%new13F-HRTimelineGroup
Aptus Capital Advisors, LLC2,962$58.1K<0.01%+1,39813F-HRTimeline
UMB Bank, n.a.2,962$57.8K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Geneos Wealth Management Inc.2,542$49.6K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.2,485$48.5K0.02%13F-HRTimeline
Global Wealth Strategies & Associates2,117$41.3K0.01%013F-HRTimeline
New Millennium Group LLC1,799$35.1K0.02%-613F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,120$33.6K<0.01%013F-HRTimelineGroup
Rialto Wealth Management, LLC1,566$30.6K0.01%13F-HRTimeline
Allworth Financial LP1,446$28.8K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,297$25.3K<0.01%-2713F-HRTimelineGroup
PSI Advisors, LLC1,251$24.4K0.01%new13F-HRTimeline
First Horizon Advisors, Inc.1,243$24.3K<0.01%+8313F-HRTimeline
Glass Jacobson Investment Advisors llc1,191$23.2K0.01%+3913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CoreCap Advisors, LLC1,033$20.2K<0.01%-2,07113F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA1,000$19.5K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC850$16.6K<0.01%+84413F-HRTimelineGroup
ORG Partners LLC785$15.3K<0.01%+1113F-HRTimeline
WPG Advisers, LLC770$15K0.01%13F-HRTimeline
SIMPLEX TRADING, LLC723$14K<0.01%new13F-HRTimeline
American Capital Advisory, LLC693$13.5K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.684$13.3K<0.01%-16713F-HRTimeline
VAN DEN BERG MANAGEMENT I, INC600$11.7K<0.01%013F-HRTimeline
Ridgewood Investments LLC592$11.6K0.01%-68113F-HRTimeline
Van Hulzen Asset Management, LLC524$10.2K<0.01%new13F-HRTimeline
AlphaMark Advisors, LLC500$10K<0.01%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…500$9.76K<0.01%013F-HRTimelineGroup
Caldwell Trust Co498$9.72K<0.01%+20713F-HRTimeline
WEBSTER BANK, N. A.422$8.23K<0.01%+17113F-HRTimeline
Fortis Group Advisors, LLC375$7.32K<0.01%013F-HRTimeline
FLP Wealth Management, LLC367$7.16K0.02%13F-HRTimeline
MassMutual Private Wealth & Trust, FSB327$6.38K<0.01%new13F-HRTimeline
Sachetta, LLC300$5.85K<0.01%013F-HRTimeline
Transce3nd, LLC263$5.13K<0.01%13F-HRTimeline
Park Square Financial Group, LLC203$3.96K<0.01%13F-HRTimeline
Coppell Advisory Solutions LLC169$3.29K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC160$3.12K<0.01%-14013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC154$3K<0.01%013F-HRTimelineGroup
Nemes Rush Group LLC127$2.48K<0.01%+213F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN97$1.89K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/95$1.85K<0.01%new13F-HRTimelineGroup
BLAIR WILLIAM & CO/IL76$1.48K<0.01%+113F-HRTimeline
REAP Financial Group, LLC70$1.37K<0.01%-613F-HRTimeline
Farther Finance Advisors, LLC56$1.09K<0.01%-2,02913F-HRTimeline
GS Investments, Inc.50$976<0.01%013F-HRTimeline
Christopher J. Hasenberg, Inc35$683<0.01%013F-HRTimeline
2UniFi Bank33$644<0.01%13F-HRTimeline
LANARK FINANCIAL, INC.22$4390.04%-22,20513F-HRTimeline
Darwin Wealth Management, LLC20$390<0.01%013F-HR/ATimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.6$126<0.01%013F-HRTimelineGroup
Fourth Dimension Wealth, LLC6$117<0.01%13F-HRTimeline
DHJJ Financial Advisors, Ltd.5$98<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC4$78<0.01%new13F-HRTimelineGroup
Creekmur Asset Management LLC2$32<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.