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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 2025-09-30, 69,075,805 shares in all. 17 filers opened a position and 19 filers sold out during the quarter.

Managers
276
13F filers
281
New
17
Added
115
Reduced
98
Sold out
19
Shares held by filers
69,075,805

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Larson Financial Group LLC10,059$195K0.01%+8013F-HRTimeline
FDx Advisors, Inc.10,158$195K0.06%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.10,000$194K<0.01%013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…10,000$194K<0.01%013F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.10,000$194K0.01%-2,00013F-HRTimelineGroup
INSIGNEO ADVISORY SERVICES, LLC10,000$194K0.01%new13F-HRTimeline
ALBION FINANCIAL GROUP /UT9,154$178K0.01%013F-HRTimeline
LANARK FINANCIAL, INC.8,624$168K0.01%-2,32013F-HRTimeline
Front Row Advisors LLC8,000$155K0.05%013F-HRTimeline
MeadowBrook Investment Advisors LLC7,695$150K0.13%-38513F-HRTimeline
Golden State Wealth Management, LLC7,303$142K0.02%-14913F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC7,200$140K<0.01%-75013F-HRTimeline
Tidemark, LLC6,899$134K0.04%-56813F-HRTimeline
Running Point Capital Advisors, LLC6,519$127K0.03%+413F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding5,961$116K-2,545Timeline
HARBOUR INVESTMENTS, INC.5,701$111K<0.01%+10113F-HRTimeline
Smartleaf Asset Management LLC5,546$108K0.01%+9813F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO5,100$99.1K<0.01%013F-HRTimelineGroup
GPS Wealth Strategies Group, LLC4,731$91.9K0.01%-4613F-HRTimeline
Geneos Wealth Management Inc.4,717$91.7K<0.01%-79913F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.4,642$90.2K0.09%-2,21413F-HR/ATimeline
Wealthspire Advisors, LLC4,241$82.4K<0.01%new13F-HRTimeline
Team Financial Group, LLC4,215$81.9K0.04%+6113F-HRTimeline
Pinnacle Bancorp, Inc.4,006$77.8K0.02%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV3,697$71.8K<0.01%-99613F-HRTimeline
Fortitude Family Office, LLC3,544$68.9K0.02%013F-HRTimeline
UMB Bank, n.a.2,962$57.6K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BLAIR WILLIAM & CO/IL2,730$53K<0.01%+213F-HRTimeline
Vermillion Wealth Management, Inc.2,581$50.2K0.01%+3213F-HRTimeline
HOWE & RUSLING INC1,978$38.4K<0.01%-2,30313F-HRTimeline
WPG Advisers, LLC1,843$35.8K0.03%-213F-HRTimeline
Qube Research & Technologies Ltd1,645$32K<0.01%-6,72613F-HRTimeline
Aptus Capital Advisors, LLC1,564$30.4K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC1,524$29.6K0.01%-1,17913F-HRTimeline
Future Financial Wealth Managment LLC1,305$25.4K0.02%-2,00013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WHITTIER TRUST CO OF NEVADA INC1,140$22.2K<0.01%-44713F-HRTimeline
Glass Jacobson Investment Advisors llc1,142$22.2K0.01%+12613F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,120$21.8K<0.01%013F-HRTimelineGroup
OLD SECOND NATIONAL BANK OF AURORA1,000$19.4K<0.01%013F-HRTimeline
New Millennium Group LLC885$17.2K0.01%-36313F-HRTimeline
CoreCap Advisors, LLC856$16.6K<0.01%+31113F-HRTimeline
ESL Trust Services, LLC850$16.5K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC848$16.5K<0.01%+84713F-HRTimeline
ORG Partners LLC823$16K<0.01%+1213F-HRTimeline
New England Capital Financial Advisors …823$16K0.01%013F-HRTimeline
Winthrop Capital Management, LLC768$15K<0.01%-5,37213F-HRTimeline
Global Wealth Strategies & Associates717$13.9K<0.01%013F-HRTimeline
American Capital Advisory, LLC693$13.5K0.01%013F-HRTimeline
FMR LLCin group FMR LLC675$13.1K<0.01%+61713F-HRTimelineGroup
Clarity Asset Management, Inc.544$10.6K0.01%+813F-HRTimeline
WEBSTER BANK, N. A.526$10.2K<0.01%013F-HRTimeline
Noble Wealth Management PBC500$9.71K0.01%13F-HRTimeline
Caldwell Trust Co498$9.68K<0.01%013F-HRTimeline
Realta Investment Advisors378$7.33K<0.01%new13F-HRTimeline
Fortis Group Advisors, LLC375$7.29K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC381$7K<0.01%-19713F-HRTimeline
Sachetta, LLC300$5.83K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…216$4.21K<0.01%-8913F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC154$2.99K<0.01%013F-HRTimelineGroup
Nemes Rush Group LLC133$2.58K<0.01%+213F-HRTimeline
TRUST CO OF VERMONT132$2.56K<0.01%-67713F-HRTimeline
Founders Financial Alliance, LLC131$2.54K<0.01%new13F-HRTimeline
Turning Point Benefit Group, Inc.122$2.38K<0.01%new13F-HRTimeline
North Capital, Inc.102$1.99K<0.01%+213F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN97$1.89K<0.01%013F-HRTimeline
REAP Financial Group, LLC82$1.59K<0.01%+913F-HRTimeline
Horizon Investments, LLC65$1.25K<0.01%013F-HRTimeline
Blue Trust, Inc.60$1.17K<0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC39$758<0.01%013F-HRTimeline
Compass Financial Services Inc36$696<0.01%+113F-HRTimeline
Strategic Advocates LLC22$427<0.01%new13F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.7$131<0.01%013F-HRTimelineGroup
Fourth Dimension Wealth, LLC6$117<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.5$98<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.3$66<0.01%013F-HRTimeline
Creekmur Asset Management LLC1$17<0.01%013F-HRTimeline