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Disclosery

PFFD GLOBAL X FDS

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US PFD ETF (fund)

286 managers (290 13F filers) reported a position in PFFD shares at 2025-06-30, 66,904,260 shares in all. 27 filers opened a position and 30 filers sold out during the quarter.

Managers
286
13F filers
290
New
27
Added
104
Reduced
103
Sold out
30
Shares held by filers
66,904,260

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
LANARK FINANCIAL, INC.10,944$206K0.02%-1,54913F-HRTimeline
AE Wealth Management LLC10,900$205K<0.01%+46313F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…10,770$203K0.01%+77013F-HRTimelineGroup
Oxinas Partners, LLC10,653$201K0.1%-1,14913F-HRTimeline
SeaCrest Wealth Management, LLC10,595$200K0.02%+813F-HRTimeline
CHANNEL WEALTH LLC10,453$197K0.06%-4,89613F-HRTimeline
HF Advisory Group, LLC10,386$196K0.08%+18713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC10,203$193K<0.01%new13F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.10,222$192K<0.01%+3,71213F-HRTimelineGroup
Onyx Bridge Wealth Group LLC10,084$190K0.03%-2713F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.10,000$188K<0.01%013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…10,000$188K<0.01%013F-HRTimelineGroup
Larson Financial Group LLC9,979$188K0.01%+9813F-HRTimeline
ALBION FINANCIAL GROUP /UT9,154$172K0.01%013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding8,506$160K+7,901Timeline
Qube Research & Technologies Ltd8,371$158K<0.01%+2,41513F-HRTimeline
MeadowBrook Investment Advisors LLC8,080$152K0.14%-2,38513F-HRTimeline
Front Row Advisors LLC8,000$151K0.05%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC7,950$150K0.01%-26413F-HRTimeline
Tidemark, LLC7,467$141K0.05%-19113F-HRTimeline
ATLAS CAPITAL ADVISORS INC.7,453$140K0.02%013F-HRTimeline
Golden State Wealth Management, LLC7,452$140K0.02%-1,17413F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.6,856$129K0.16%13F-HRTimeline
Running Point Capital Advisors, LLC6,515$123K0.03%-35913F-HRTimeline
Winthrop Capital Management, LLC6,140$116K0.03%+7513F-HRTimeline
HARBOUR INVESTMENTS, INC.5,600$105K<0.01%+4,91613F-HRTimeline
Geneos Wealth Management Inc.5,516$104K<0.01%+2,97413F-HRTimeline
Smartleaf Asset Management LLC5,448$102K0.01%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO5,100$96K<0.01%new13F-HRTimelineGroup
GPS Wealth Strategies Group, LLC4,777$90K0.01%-43913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV4,693$88.4K0.01%-55913F-HRTimeline
HOWE & RUSLING INC4,281$80.6K0.01%-3,22713F-HRTimeline
Team Financial Group, LLC4,154$78.2K0.04%new13F-HRTimeline
Pinnacle Bancorp, Inc.4,006$75.4K0.02%013F-HRTimeline
Fortitude Family Office, LLC3,544$66.7K0.02%new13F-HRTimeline
Future Financial Wealth Managment LLC3,305$62.2K0.04%-2,90013F-HRTimeline
UMB Bank, n.a.2,962$55.8K<0.01%013F-HR/ATimeline
BLAIR WILLIAM & CO/IL2,728$51.4K<0.01%+2,65113F-HRTimeline
Cherry Tree Wealth Management, LLC2,703$50.9K0.01%-19313F-HRTimeline
Vermillion Wealth Management, Inc.2,549$48K0.02%+3313F-HRTimeline
WPG Advisers, LLC1,845$34.7K0.03%+97913F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC1,587$29.9K<0.01%-3,32513F-HRTimeline
Aptus Capital Advisors, LLC1,564$29.4K<0.01%013F-HRTimeline
First Horizon Advisors, Inc.1,484$28K<0.01%-16513F-HRTimeline
Allworth Financial LP1,446$27.2K<0.01%013F-HRTimeline
New Millennium Group LLC1,248$23.5K0.01%-14213F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,120$21.1K<0.01%013F-HRTimelineGroup
Glass Jacobson Investment Advisors llc1,016$19.1K0.01%-17513F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA1,000$18.8K<0.01%013F-HRTimeline
Arax Advisory Partners828$15.6K<0.01%new13F-HRTimeline
New England Capital Financial Advisors …823$15.5K0.01%new13F-HRTimeline
ORG Partners LLC811$15.3K<0.01%-15613F-HRTimeline
TRUST CO OF VERMONT809$15.2K<0.01%new13F-HRTimeline
Global Wealth Strategies & Associates717$13.5K<0.01%013F-HRTimeline
American Capital Advisory, LLC693$13.1K0.01%013F-HRTimeline
CoreCap Advisors, LLC545$10.3K<0.01%013F-HRTimeline
Clarity Asset Management, Inc.536$10.1K0.01%new13F-HRTimeline
SIMPLEX TRADING, LLC578$10K<0.01%-1,78313F-HRTimeline
WEBSTER BANK, N. A.526$9.9K<0.01%013F-HRTimeline
Caldwell Trust Co498$9.38K<0.01%013F-HRTimeline
Asset Dedication, LLC441$8.3K<0.01%new13F-HRTimeline
Fortis Group Advisors, LLC375$7.06K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…305$5.74K<0.01%+313F-HRTimelineGroup
Sachetta, LLC300$5.65K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc237$4.46K<0.01%new13F-HRTimeline
Park Square Financial Group, LLC216$4.07K<0.01%+1313F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC154$2.9K<0.01%013F-HRTimelineGroup
Transce3nd, LLC144$2.71K<0.01%-4413F-HRTimeline
Nemes Rush Group LLC131$2.47K<0.01%+213F-HRTimeline
North Capital, Inc.100$1.88K<0.01%+213F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN97$1.83K<0.01%013F-HRTimeline
REAP Financial Group, LLC73$1.38K<0.01%013F-HRTimeline
Horizon Investments, LLC65$1.21K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC58$1.09K<0.01%-213F-HRTimelineGroup
Navigoe, LLC70$1K<0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC39$734<0.01%013F-HRTimeline
Compass Financial Services Inc35$664<0.01%013F-HRTimeline
Christopher J. Hasenberg, Inc35$659<0.01%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.7$125<0.01%013F-HRTimelineGroup
Fourth Dimension Wealth, LLC6$113<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.5$95<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.3$63<0.01%13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2$38<0.01%-25213F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1$19<0.01%-1713F-HRTimeline
Creekmur Asset Management LLC1$16<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.