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Disclosery

PFFD GLOBAL X FDS

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US PFD ETF (fund)

292 managers (296 13F filers) reported a position in PFFD shares at 2024-12-31, 62,413,424 shares in all. 24 filers opened a position and 19 filers sold out during the quarter.

Managers
292
13F filers
296
New
24
Added
120
Reduced
80
Sold out
19
Shares held by filers
62,413,424

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
LPL Financial LLC8,201,933$160M0.07%+1,062,34013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/6,177,018$121M0.01%+804,18513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY4,342,194$84.7M0.01%-273,38413F-HR/ATimelineGroup
Global X Japan Co., Ltd.2,708,021$52.8M6.6%+8,52313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,404,492$46.9M0.01%-50,52613F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.1,466,319$28.6M1.3%+274,23713F-HRTimeline
Full Sail Capital, LLC1,368,171$26.7M1.7%+287,17513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC1,349,822$26.5M0.17%+299,50313F-HRTimelineGroup
State of Wisconsin - Board of Commissio…1,341,305$26.2M16.71%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,320,408$25.8M+92,286Timeline
CWM, LLCin group CWM, LLC1,300,081$25.4M0.11%-2,28213F-HRTimelineGroup
RATIONAL ADVISORS, INC.1,163,762$22.7M2.22%-50,72313F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV1,043,416$20.4M4.82%+37,62613F-HRTimeline
Creative Planningin group Creative Planning1,005,192$19.6M0.02%+59,82213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,001,364$19.5M0.01%13F-HR/ATimelineGroup
Tiller Private Wealth, Inc.932,652$18.2M7.71%+37,55013F-HRTimeline
Flaharty Asset Management, LLC927,830$18.1M2.64%+73913F-HRTimeline
FUKOKU MUTUAL LIFE INSURANCE Co919,000$17.9M1.29%013F-HRTimeline
UBS Group AGin group UBS Group AG832,941$16.3M<0.01%+194,82513F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC819,108$16M0.04%-29413F-HRTimelineGroup
Cetera Investment Advisers728,485$14.2M0.03%+67,74813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA680,800$13.3M<0.01%+29,38513F-HRTimelineGroup
CONNING INC.in group CONNING INC.580,200$11.3M0.4%013F-HRTimelineGroup
Modern Wealth Management, LLC578,218$11.3M0.42%+257,46113F-HR/ATimeline
Steward Partners Investment Advisory, L…558,225$10.9M0.1%+7,76713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC515,886$10.1M<0.01%+20,68913F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO486,237$9.49M0.01%+83,37413F-HRTimelineGroup
Iron Horse Wealth Management, LLC443,290$8.65M2.9%+18,19613F-HRTimeline
KWB Wealth412,315$8.57M1.06%-9,33213F-HRTimeline
Collaborative Wealth Managment Inc.408,193$7.96M3.61%+12,14613F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC401,375$7.83M2.15%+13,88613F-HRTimeline
David Kennon Inc393,047$7.67M3.02%+8,33913F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC385,631$7.56M0.71%+40,38113F-HRTimeline
AHL INVESTMENT MANAGEMENT, INC.386,217$7.54M5.27%+76,62013F-HRTimeline
HighTower Advisors, LLC382,338$7.46M0.01%+25,06313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC379,002$7.39M0.08%+71,74213F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…371,682$7.25M0.02%+12,50813F-HRTimelineGroup
Columbus Macro, LLC357,931$6.98M0.97%+246,02013F-HRTimeline
Trinity Legacy Partners, LLC356,303$6.95M1.79%-37,90913F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS344,854$6.73M0.01%-360,32013F-HRTimelineGroup
Independent Advisor Alliance343,330$6.7M0.09%new13F-HRTimeline
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding342,958$6.69M-11,984Timeline
AIRE ADVISORS, LLC331,733$6.47M1.33%+35,01413F-HRTimeline
MML INVESTORS SERVICES, LLC319,984$6.24M0.02%+104,37313F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding302,537$5.9M+17,430Timeline
Prairiewood Capital, LLC298,394$5.82M2.49%+8,96813F-HRTimeline
SBI Securities Co., Ltd.291,561$5.69M0.18%13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth279,855$5.46M0.01%+263,01213F-HR/ATimelineGroup
WealthTrust Axiom LLC269,446$5.26M1.57%+8,42813F-HRTimeline
Integras Partners LLC268,744$5.24M4.48%13F-HRTimeline
Sound Income Strategies, LLC265,584$5.18M0.32%+9,12913F-HRTimeline
Texas Yale Capital Corp.253,150$4.94M0.2%-6913F-HRTimeline
Mariner, LLCin group Mariner, LLC249,701$4.87M0.01%+20,83013F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.231,632$4.52M0.01%+57913F-HRTimelineGroup
Robertson Stephens Wealth Management, L…225,400$4.42M0.16%-113,77213F-HRTimeline
SWS Partners225,036$4.41M1.34%+44,90313F-HRTimeline
MAI Capital Management221,450$4.32M0.03%new13F-HRTimeline
APPLETON PARTNERS INC/MA218,129$4.26M0.31%+10,16213F-HRTimeline
Grey Ledge Advisors, LLC206,423$4.03M1.04%-22,86513F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…201,409$3.93M0.04%-8,22513F-HRTimelineGroup
Leicht Financial Planning & Wealth Mana…199,765$3.9M1.99%-94713F-HRTimeline
Blue Edge Capital, LLC196,445$3.83M0.6%-4,04613F-HRTimeline
Prepared Retirement Institute LLC196,101$3.83M2.18%-1,47913F-HRTimeline
Merit Financial Group, LLC176,227$3.44M0.06%-3,87313F-HRTimeline
Private Advisor Group, LLC174,006$3.39M0.02%-97,05013F-HRTimeline
Cambridge Investment Research Advisors,…169,511$3.31M0.01%+39,70513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.156,576$3.05M0.01%-77313F-HR/ATimelineGroup
EAGLE HARBOR ASSET MANAGEMENT INC /ADV153,477$2.99M3.01%-3,19113F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding153,070$2.99M+86,238Timeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…144,965$2.83M0.24%+53,08913F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd137,745$2.69M0.05%new13F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.135,468$2.64M0.04%+13,59813F-HRTimelineGroup
Crews Bank & Trust122,055$2.38M0.4%13F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…117,793$2.3M0.1%+3,81913F-HRTimeline
Note Advisors, LLC109,886$2.14M1.9%13F-HRTimeline
ABOUND FINANCIAL, LLC100,602$1.96M0.99%13F-HRTimeline
Gladstone Institutional Advisory LLC98,966$1.93M0.09%+10,12413F-HRTimeline
Cyndeo Wealth Partners, LLC98,439$1.92M0.13%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC97,705$1.91M<0.01%+15,08113F-HRTimeline
CIBC WORLD MARKETS CORP89,676$1.75M0.01%+2,31313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC88,594$1.73M<0.01%+52,65813F-HRTimelineGroup
Rockport Wealth LLC83,919$1.7M0.75%+19,22613F-HRTimeline
CIBC WORLD MARKET INC.86,600$1.69M<0.01%-40013F-HRTimeline
Perissos Private Wealth Management, LLC84,252$1.64M1.23%-95513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC84,086$1.64M0.05%-11,33313F-HRTimelineGroup
RHS Financial, LLC83,070$1.62M0.84%-18,88813F-HRTimeline
FF Advisors,LLC80,527$1.61M1.11%-1,67413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC75,896$1.48M0.03%+6,93213F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…75,796$1.48M0.03%+5,64013F-HRTimelineGroup
Investors Research Corp75,406$1.47M0.32%-1,65113F-HRTimeline
Mutual Advisors, LLC73,982$1.46M0.04%+2,62413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.74,082$1.45M0.01%+7,95413F-HRTimelineGroup
NewEdge Advisors, LLC71,422$1.39M0.01%+25,41813F-HRTimeline
DUNCKER STREETT & CO INC69,997$1.37M0.25%-10,80013F-HRTimeline
PLIMOTH TRUST CO LLC69,124$1.35M0.35%-2,78813F-HRTimeline
&PARTNERS65,946$1.32M0.02%+39,50613F-HRTimeline
Waverly Advisors, LLC66,444$1.3M0.02%-1,27813F-HRTimeline
Leslie Global Wealth, LLC66,243$1.29M0.6%+1,95913F-HRTimeline
Advisors Capital Management, LLC65,822$1.28M0.02%-32213F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC64,169$1.25M0.07%-69013F-HRTimeline
Unison Advisors LLC60,973$1.19M0.14%+1,35413F-HRTimeline
Kohmann Bosshard Financial Services, LLC58,385$1.14M0.14%-17,11513F-HRTimeline
Prospect Financial Services LLC56,445$1.1M0.6%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…55,959$1.09M<0.01%+15,17113F-HRTimelineGroup
Accel Wealth Management52,736$1.03M0.39%+4,20513F-HRTimeline
Good Life Advisors, LLC49,916$974K0.07%+4,48013F-HRTimeline
FLC Capital Advisors49,131$959K0.22%+13,17113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…48,533$947K<0.01%+21,47013F-HR/ATimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …46,275$903K0.01%new13F-HRTimelineGroup
NWAM LLC45,720$892K0.06%+24,56413F-HRTimeline
Fortis Capital Management LLC45,075$879K0.16%-22413F-HRTimeline
TrueWealth Advisors, LLC44,005$859K0.29%-3,58313F-HRTimeline
Eagle Strategies LLC42,374$827K0.14%-7713F-HRTimeline
Triumph Capital Management39,807$777K0.27%-2,18013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.39,671$774K0.05%013F-HRTimelineGroup
L & S Advisors Inc39,539$771K0.08%-1,58513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO39,367$768K<0.01%+3,43213F-HRTimelineGroup
CFO4Life Group, LLC37,095$724K0.13%013F-HRTimeline
PRIVATE TRUST CO NA36,814$718K0.07%-2,95513F-HRTimeline
Intrepid Financial Planning Group LLC36,705$716K0.3%+6,47013F-HRTimeline
Crew Capital Management, Ltd35,939$701K0.58%-8,05013F-HRTimeline
American Institute for Advanced Investm…35,485$692K0.52%+30013F-HRTimeline
HICKORY ASSET MANAGEMENT, INC.33,950$662K0.56%13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.33,336$650K<0.01%+12313F-HRTimeline
Alteri Wealth LLC33,294$650K0.18%13F-HRTimeline
Acorn Wealth Advisors, LLC32,945$643K0.27%+30613F-HRTimeline
Janney Montgomery Scott LLC32,924$642K<0.01%+13,57913F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.32,508$634K0.21%+6,20013F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC30,683$599K0.07%+1,16413F-HRTimelineGroup
Nelson Capital Management, LLC29,975$585K0.1%013F-HRTimeline
Activest Wealth Management29,790$581K0.16%+35813F-HRTimeline
CENTAURUS FINANCIAL, INC.29,202$570K0.03%+5,32513F-HRTimeline
HRT FINANCIAL LP29,167$569K<0.01%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP28,689$560K<0.01%+62413F-HRTimelineGroup
Western Wealth Management, LLC28,084$548K0.04%+7,45813F-HR/ATimeline
Meridian Wealth Advisors, LLC28,000$546K0.09%+6,50013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP27,376$534K<0.01%+6,09113F-HRTimelineGroup
IHT Wealth Management, LLC27,187$530K0.02%-19,03413F-HRTimeline
SEGALL BRYANT & HAMILL, LLC26,922$525K0.01%+1,24513F-HRTimeline
WealthBridge Capital Management, LLC26,400$515K0.14%013F-HRTimeline
CSM Advisors, LLC26,100$509K0.02%013F-HR/ATimeline
Perigon Wealth Management, LLC25,642$506K0.01%-1,07213F-HRTimeline
MSH Capital Advisors LLC25,413$496K0.16%-1,43613F-HRTimeline
Medallion Wealth Advisors, LLC25,728$494K0.24%13F-HRTimeline
Madrona Financial Services, LLC24,944$487K0.13%-1,09613F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…24,009$468K0.02%+4,63913F-HRTimelineGroup
Cornerstone Wealth Management, LLC23,433$457K0.03%-3,27413F-HRTimeline
Global Retirement Partners, LLC23,358$456K0.01%-2,33913F-HRTimeline
Firestone Capital Management23,194$453K0.11%+5413F-HRTimeline
Financial Advocates Investment Manageme…22,812$445K0.03%+93813F-HRTimeline
Freedom Investment Management, Inc.22,457$438K0.04%+213F-HRTimeline
IFG Advisory, LLC22,444$438K0.02%+1,67513F-HRTimeline
CENTRAL TRUST Co21,920$428K0.01%+8,62013F-HRTimeline
WCG Wealth Advisors LLC21,841$426K0.03%+34713F-HRTimeline
Barnes Wealth Management Group, Inc21,811$426K0.29%13F-HRTimeline
Advisory Services Network, LLC21,550$420K0.01%+1,06813F-HRTimeline
Gotham Asset Management, LLC21,304$416K<0.01%+7,28013F-HRTimeline
Syntegra Private Wealth Group, LLC21,106$412K0.05%new13F-HRTimeline
Millington Financial Advisors, LLC20,755$406K0.24%+3,79613F-HRTimeline
RVW Wealth, LLC20,803$406K0.04%013F-HRTimeline
Austin Wealth Management, LLC20,204$400K0.08%-7,36013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …19,679$384K0.01%+2,11813F-HRTimelineGroup
AMG National Trust Bank19,088$372K0.01%013F-HRTimeline
WHITTIER TRUST CO19,064$372K<0.01%013F-HRTimeline
Trilogy Capital Inc.18,109$353K0.02%+50113F-HRTimeline
Atria Wealth Solutions, Inc.17,955$350K<0.01%new13F-HRTimeline
ENTREWEALTH, LLC16,768$350K0.32%13F-HRTimeline
Jaffetilchin Investment Partners, LLC17,383$339K0.02%+18113F-HRTimeline
Valeo Financial Advisors, LLC17,322$338K0.01%-11,88213F-HRTimeline
PFG Investments, LLC17,317$338K0.02%new13F-HRTimeline
GeoWealth Management, LLC17,189$335K0.01%-4,64013F-HRTimeline
CHANNEL WEALTH LLC17,001$332K0.11%-24913F-HRTimeline
Thompson David Blair16,652$325K0.24%13F-HRTimeline
Sanctuary Advisors, LLC16,096$322K<0.01%+26413F-HRTimeline
IFP Advisors, Inc16,441$321K0.01%-32913F-HRTimeline
SteelPeak Wealth, LLC16,355$321K0.01%new13F-HRTimeline
Bison Wealth, LLC16,407$320K0.04%13F-HRTimeline
Plan Group Financial, LLC16,226$317K0.17%+6513F-HRTimeline
Ignite Planners, LLC15,826$316K0.07%-3,22713F-HRTimeline
Focus Financial Network, Inc.15,933$312K0.01%-48,30213F-HRTimeline
Lewis Asset Management, LLC15,675$306K0.23%-313F-HRTimeline
BEACON FINANCIAL GROUP15,637$305K0.03%+23413F-HRTimeline
Sunbelt Securities, Inc.15,345$299K0.03%-85513F-HRTimeline
FIRST CITIZENS BANK & TRUST CO14,750$288K0.01%+4,44813F-HRTimeline
Cherry Tree Wealth Management, LLC14,528$283K0.07%+41013F-HRTimeline
Oxinas Partners, LLC14,521$283K0.17%-3,38713F-HRTimeline
Breakwater Capital Group14,216$277K0.06%+1,94613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC14,164$276K0.01%-6213F-HRTimeline
Avior Wealth Management, LLC13,954$272K0.01%-513F-HRTimeline
Sowell Financial Services LLC13,437$262K0.01%-3,72013F-HRTimeline
SeaCrest Wealth Management, LLC13,433$262K0.03%-3,99313F-HRTimeline
HOWARD BAILEY SECURITIES, LLC13,160$257K0.1%+41013F-HRTimeline
COMERICA BANK13,121$256K<0.01%+1,98313F-HR/ATimeline
Cornerstone Select Advisors, LLC13,112$256K0.25%13F-HRTimeline
SCOTIA CAPITAL INC.12,590$246K<0.01%+73013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC12,212$238K<0.01%new13F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC12,175$238K<0.01%-11513F-HRTimelineGroup
1900 WEALTH MANAGEMENT LLC12,000$234K0.02%+913F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.12,000$234K0.02%013F-HRTimelineGroup
MIdWestOne Financial Group, Inc.12,000$234K0.03%new13F-HRTimeline