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Disclosery

PFFD GLOBAL X FDS

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US PFD ETF (fund)

278 managers (284 13F filers) reported a position in PFFD shares at 2025-12-31, 61,436,342 shares in all. 21 filers opened a position and 24 filers sold out during the quarter.

Managers
278
13F filers
284
New
21
Added
104
Reduced
103
Sold out
24
Shares held by filers
61,436,342

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Ritter Daniher Financial Advisory LLC /…10,426$197K0.03%-22,41113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…10,314$195K<0.01%+31413F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC10,306$195K0.01%new13F-HRTimeline
Onyx Bridge Wealth Group LLC10,209$193K0.02%-2013F-HRTimeline
Larson Financial Group LLC10,156$192K0.01%+9713F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.10,000$189K<0.01%013F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.10,000$189K0.01%013F-HRTimelineGroup
WMS Group LLC10,000$189K0.24%13F-HRTimeline
AE Wealth Management LLC9,712$184K<0.01%-1,40113F-HRTimeline
ALBION FINANCIAL GROUP /UT9,154$173K0.01%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC8,460$160K0.01%+1,26013F-HRTimeline
Front Row Advisors LLC8,000$152K0.05%013F-HRTimeline
MeadowBrook Investment Advisors LLC7,695$146K0.12%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.7,453$141K0.02%13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\7,292$138K<0.01%-5,06613F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.6,682$126K<0.01%+98113F-HRTimeline
Tidemark, LLC6,439$122K0.03%-46013F-HRTimeline
Golden State Wealth Management, LLC6,358$120K0.01%-94513F-HRTimeline
SHP Wealth Management4,959$93.8K0.01%13F-HRTimeline
Geneos Wealth Management Inc.4,717$89.2K<0.01%013F-HRTimeline
Team Financial Group, LLC4,277$80.9K0.04%+6213F-HRTimeline
Pinnacle Bancorp, Inc.4,006$75.8K0.02%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV3,707$70.1K<0.01%+1013F-HRTimeline
Fortitude Family Office, LLC3,544$67K0.02%013F-HRTimeline
UMB Bank, n.a.2,962$56K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BLAIR WILLIAM & CO/IL2,731$51.6K<0.01%+113F-HRTimeline
ABOUND FINANCIAL, LLC2,712$51.3K0.02%new13F-HR/ATimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,645$50K<0.01%new13F-HRTimeline
Vermillion Wealth Management, Inc.2,622$49.6K0.02%+4113F-HRTimeline
Birchwood Financial Partners, Inc.2,118$40.1K0.04%13F-HRTimeline
HOWE & RUSLING INC1,978$37.4K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.1,976$37.4K0.03%-2,66613F-HRTimeline
WPG Advisers, LLC1,728$32.7K0.02%-11513F-HRTimeline
Aptus Capital Advisors, LLC1,564$29.6K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC1,333$25.2K0.01%-19113F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA1,000$18.9K<0.01%013F-HRTimeline
WEBSTER BANK, N. A.880$16.6K<0.01%+35413F-HRTimeline
ORG Partners LLC836$15.8K<0.01%+1313F-HRTimeline
New England Capital Financial Advisors …823$15.6K0.01%013F-HRTimeline
Winthrop Capital Management, LLC768$15K<0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC720$13.6K<0.01%new13F-HRTimeline
Global Wealth Strategies & Associates717$13.6K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC706$13.3K<0.01%+3113F-HRTimelineGroup
New Millennium Group LLC687$13K0.01%-19813F-HRTimeline
CoreCap Advisors, LLC622$11.8K<0.01%-23413F-HRTimeline
Clarity Asset Management, Inc.553$10.5K0.01%+913F-HRTimeline
SIMPLEX TRADING, LLC517$9.78K<0.01%+13613F-HRTimeline
Noble Wealth Management PBC500$9.46K<0.01%013F-HRTimeline
Caldwell Trust Co498$9.42K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc463$8.76K<0.01%-67913F-HRTimeline
Realta Investment Advisors383$7.25K<0.01%+513F-HRTimeline
Fortis Group Advisors, LLC375$7.09K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,937$6.64K<0.01%+81713F-HRTimelineGroup
IFC & Insurance Marketing, Inc.302$6K0.01%13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC288$5.45K<0.01%+13413F-HRTimelineGroup
Fairway Wealth LLC257$4.86K<0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC230$4.35K<0.01%-4,50113F-HRTimeline
Nemes Rush Group LLC135$2.56K<0.01%+213F-HRTimeline
TRUST CO OF VERMONT132$2.5K<0.01%013F-HRTimeline
Turning Point Benefit Group, Inc.122$2.31K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…115$2.18K<0.01%-10113F-HRTimelineGroup
Strategic Wealth Partners, Ltd.103$1.96K<0.01%+10013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN97$1.83K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/95$1.8K<0.01%-334,90013F-HRTimelineGroup
REAP Financial Group, LLC82$1.55K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC80$1.52K<0.01%-5,46613F-HRTimeline
Horizon Investments, LLC65$1.23K<0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC51$964<0.01%new13F-HRTimeline
Running Point Capital Advisors, LLC40$756<0.01%-6,47913F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC39$737<0.01%013F-HRTimeline
Compass Financial Services Inc36$688<0.01%013F-HRTimeline
Blue Trust, Inc.35$662<0.01%-2513F-HRTimeline
Strategic Advocates LLC22$417<0.01%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.7$130<0.01%013F-HRTimelineGroup
Fourth Dimension Wealth, LLC6$113<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.5$95<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC4$76<0.01%new13F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1$19<0.01%-84713F-HRTimeline