Skip to content
Disclosery

PFFD GLOBAL X FDS

Follow

US PFD ETF (fund)

277 managers (283 13F filers) reported a position in PFFD shares at 2026-03-31, 65,375,242 shares in all. 30 filers opened a position and 24 filers sold out during the quarter.

Managers
277
13F filers
283
New
30
Added
106
Reduced
93
Sold out
24
Shares held by filers
65,375,242

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Cornerstone Select Advisors, LLC11,327$208K0.13%-22213F-HRTimeline
Avory & Company, LLC11,014$203K0.26%new13F-HRTimeline
LANARK FINANCIAL, INC.10,933$201K0.02%-1,38913F-HRTimeline
Breakwater Capital Group10,794$199K0.03%new13F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…10,770$198K<0.01%013F-HRTimelineGroup
Independent Wealth Network Inc.10,551$194K0.06%new13F-HRTimeline
VISTA FINANCE, LLC10,475$193K0.15%new13F-HRTimeline
Onyx Bridge Wealth Group LLC10,357$191K0.02%+14813F-HRTimeline
Larson Financial Group LLC10,255$189K0.01%+9913F-HRTimeline
FDx Advisors, Inc.10,158$187K0.06%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.10,000$184K<0.01%013F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.10,000$184K0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.9,625$177K<0.01%+2,94313F-HRTimeline
ALBION FINANCIAL GROUP /UT9,154$168K0.01%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC9,040$166K0.01%+58013F-HRTimeline
Front Row Advisors LLC8,000$147K0.05%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.7,453$137K0.02%013F-HRTimeline
MeadowBrook Investment Advisors LLC6,455$119K0.11%-1,24013F-HRTimeline
Tidemark, LLC6,439$118K0.03%013F-HRTimeline
AE Wealth Management LLC5,769$106K<0.01%-3,94313F-HRTimeline
BLAIR WILLIAM & CO/IL5,250$96.6K<0.01%+2,51913F-HRTimeline
SHP Wealth Management4,908$90.3K0.01%-5113F-HRTimeline
Geneos Wealth Management Inc.4,717$86.8K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC4,438$81.7K0.01%-1,92013F-HRTimeline
Team Financial Group, LLC4,340$79.9K0.04%+6313F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV4,115$75.7K<0.01%+40813F-HRTimeline
Pinnacle Bancorp, Inc.4,006$73.7K0.02%013F-HRTimeline
Fortitude Family Office, LLC3,544$65.2K0.01%013F-HRTimeline
Trask Adam Roland3,252$59.8K0.06%13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,193$58.7K<0.01%+1,25613F-HRTimelineGroup
Rossby Financial, LCC3,186$58.6K0.01%new13F-HRTimeline
UMB Bank, n.a.2,962$54.5K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Innovative Asset Advisors Group, LLC2,861$52.6K0.03%13F-HRTimeline
ABOUND FINANCIAL, LLC2,712$49.9K0.02%013F-HRTimeline
Vermillion Wealth Management, Inc.2,663$49K0.02%+4113F-HRTimeline
Truvestments Capital LLC2,566$47.2K0.01%new13F-HRTimeline
Root Financial Partners, LLC2,370$43.6K<0.01%new13F-HRTimeline
Birchwood Financial Partners, Inc.2,118$39K0.04%013F-HRTimeline
TD Waterhouse Canada Inc.2,000$36.8K<0.01%new13F-HRTimeline
HOWE & RUSLING INC1,978$36.4K<0.01%013F-HRTimeline
WPG Advisers, LLC1,805$33.2K0.02%+7713F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.1,634$30.1K0.02%-34213F-HRTimeline
Aptus Capital Advisors, LLC1,564$28.8K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC1,333$24.5K0.01%013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA1,000$18.4K<0.01%013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…849$15.6K<0.01%new13F-HRTimelineGroup
New England Capital Financial Advisors …823$15.1K<0.01%013F-HRTimeline
Winthrop Capital Management, LLC768$14K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates717$13.2K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…645$11.9K<0.01%-2,00013F-HRTimeline
CoreCap Advisors, LLC622$11.4K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC612$11.3K<0.01%-9413F-HRTimelineGroup
Clarity Asset Management, Inc.562$10.3K0.01%+913F-HRTimeline
Noble Wealth Management PBC500$9.2K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC499$9.18K<0.01%-1813F-HRTimeline
Caldwell Trust Co498$9.16K<0.01%013F-HRTimeline
Key Capital Management, INC482$8.87K0.01%new13F-HRTimeline
Glass Jacobson Investment Advisors llc463$8.52K<0.01%013F-HRTimeline
Realta Investment Advisors390$7.17K<0.01%+713F-HRTimeline
Fortis Group Advisors, LLC375$6.9K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC288$5.3K<0.01%013F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC200$3.68K<0.01%new13F-HRTimeline
Nemes Rush Group LLC137$2.53K<0.01%+213F-HRTimeline
Founders Financial Alliance, LLC131$2.41K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…116$2.14K<0.01%+113F-HR/ATimelineGroup
Strategic Wealth Partners, Ltd.104$1.91K<0.01%+113F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN97$1.78K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/95$1.75K<0.01%013F-HRTimelineGroup
Horizon Investments, LLC88$1.6K<0.01%+2313F-HRTimeline
REAP Financial Group, LLC82$1.51K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.63$1K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HARBOR INVESTMENT ADVISORY, LLC39$718<0.01%013F-HRTimeline
PMV Capital Advisers, LLC9$172<0.01%new13F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.7$128<0.01%013F-HRTimelineGroup
Fourth Dimension Wealth, LLC6$110<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.5$92<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1$18<0.01%013F-HRTimeline