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Disclosery

PFFD GLOBAL X FDS

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US PFD ETF (fund)

287 managers (291 13F filers) reported a position in PFFD shares at 2025-03-31, 61,164,020 shares in all. 23 filers opened a position and 26 filers sold out during the quarter.

Managers
287
13F filers
291
New
23
Added
121
Reduced
96
Sold out
26
Shares held by filers
61,164,020

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Perennial Investment Advisors, LLC10,260$195K0.02%-20813F-HRTimeline
HF Advisory Group, LLC10,199$194K0.08%-1,34613F-HRTimeline
Alpha Cubed Investments, LLC10,166$194K0.01%new13F-HRTimeline
Onyx Bridge Wealth Group LLC10,111$193K0.03%+8913F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.10,000$190K<0.01%013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…10,000$190K<0.01%013F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…10,000$190K0.01%013F-HRTimelineGroup
Summit Trail Advisors, LLC10,000$190K0.01%new13F-HRTimeline
Larson Financial Group LLC9,881$188K0.01%+9213F-HRTimeline
ALBION FINANCIAL GROUP /UT9,154$174K0.01%013F-HRTimeline
Golden State Wealth Management, LLC8,626$164K0.02%+2,76513F-HR/ATimeline
Continuum Advisory, LLC8,218$156K0.02%+3,54713F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC8,214$156K0.01%013F-HRTimeline
Front Row Advisors LLC8,000$152K0.06%013F-HRTimeline
Tidemark, LLC7,658$146K0.05%-96713F-HRTimeline
Farther Finance Advisors, LLC7,595$144K<0.01%+7,53913F-HRTimeline
HOWE & RUSLING INC7,508$143K0.01%+2,30313F-HRTimeline
ATLAS CAPITAL ADVISORS INC.7,453$142K0.02%013F-HRTimeline
Running Point Capital Advisors, LLC6,874$131K0.04%-1,34413F-HRTimeline
Future Financial Wealth Managment LLC6,205$118K0.09%-10013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.6,510$118K<0.01%013F-HRTimelineGroup
Winthrop Capital Management, LLC6,065$115K0.03%-213F-HRTimeline
Qube Research & Technologies Ltd5,956$113K<0.01%+1,87513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV5,252$100K0.01%-1,49713F-HRTimeline
GPS Wealth Strategies Group, LLC5,216$99.3K0.01%-80113F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC4,912$93.5K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.4,006$76.3K0.02%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC3,054$58.1K<0.01%013F-HRTimelineGroup
UMB Bank, n.a.2,962$56.4K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Cherry Tree Wealth Management, LLC2,896$55.1K0.01%-11,63213F-HRTimeline
ABOUND FINANCIAL, LLC2,838$54K0.03%-97,76413F-HRTimeline
Geneos Wealth Management Inc.2,542$48.4K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.2,516$47.9K0.01%+3113F-HRTimeline
Anderson Financial Strategies, LLC2,422$46.1K0.03%new13F-HRTimeline
SIMPLEX TRADING, LLC2,361$44K<0.01%+1,63813F-HRTimeline
First Horizon Advisors, Inc.1,649$31.4K<0.01%+40613F-HRTimeline
Rialto Wealth Management, LLC1,566$29.8K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC1,564$29.8K<0.01%-1,39813F-HRTimeline
Allworth Financial LP1,446$27.1K<0.01%013F-HRTimeline
New Millennium Group LLC1,390$26.5K0.02%-40913F-HRTimeline
Glass Jacobson Investment Advisors llc1,191$23.2K0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,120$21.3K<0.01%013F-HRTimelineGroup
OLD SECOND NATIONAL BANK OF AURORA1,000$19K<0.01%013F-HRTimeline
ORG Partners LLC967$18.3K<0.01%+18213F-HRTimeline
WPG Advisers, LLC866$16.5K0.02%+9613F-HRTimeline
Global Wealth Strategies & Associates717$13.7K<0.01%-1,40013F-HRTimeline
American Capital Advisory, LLC693$13.2K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.684$13K<0.01%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…605$11.5K<0.01%+10513F-HRTimelineGroup
CoreCap Advisors, LLC545$10.4K<0.01%-48813F-HRTimeline
WEBSTER BANK, N. A.526$10K<0.01%+10413F-HRTimeline
Noble Wealth Management PBC500$9.52K0.01%new13F-HRTimeline
Caldwell Trust Co498$9.48K<0.01%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC491$9.35K<0.01%new13F-HRTimeline
Fortis Group Advisors, LLC375$7.14K<0.01%013F-HRTimeline
Realta Investment Advisors366$6.96K<0.01%new13F-HRTimeline
Kiker Wealth Management, LLC364$6.93K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…302$5.75K<0.01%-99513F-HRTimelineGroup
Sachetta, LLC300$5.71K<0.01%013F-HRTimeline
Ridgewood Investments LLC296$5.64K<0.01%-29613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management276$5.25K<0.01%new13F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC254$4.84K<0.01%+25013F-HRTimelineGroup
Parkside Financial Bank & Trust227$4.32K<0.01%new13F-HRTimeline
Park Square Financial Group, LLC203$3.87K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB196$3.73K<0.01%new13F-HRTimeline
Transce3nd, LLC188$3.58K<0.01%-7513F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC154$2.93K<0.01%013F-HRTimelineGroup
Nemes Rush Group LLC129$2.45K<0.01%+213F-HRTimeline
North Capital, Inc.98$1.87K<0.01%13F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN97$1.85K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/95$1.81K<0.01%013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL77$1.47K<0.01%+113F-HRTimeline
REAP Financial Group, LLC73$1.39K<0.01%+313F-HRTimeline
FMR LLCin group FMR LLC60$1.14K<0.01%-79013F-HRTimelineGroup
PSI Advisors, LLC44$842<0.01%-1,20713F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC39$743<0.01%new13F-HRTimeline
WEST PACES ADVISORS INC.36$685<0.01%new13F-HRTimeline
Christopher J. Hasenberg, Inc35$663<0.01%013F-HRTimeline
Compass Financial Services Inc35$660<0.01%new13F-HRTimeline
Darwin Wealth Management, LLC20$390<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC18$343<0.01%-14213F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.7$125<0.01%+113F-HRTimelineGroup
Fourth Dimension Wealth, LLC6$114<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.5$96<0.01%013F-HRTimeline
Creekmur Asset Management LLC1$16<0.01%-113F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Marshall & Sterling Wealth Advisors Inc.0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.