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Disclosery

PFFD GLOBAL X FDS

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US PFD ETF (fund)

287 managers (291 13F filers) reported a position in PFFD shares at 2025-03-31, 61,164,020 shares in all. 23 filers opened a position and 26 filers sold out during the quarter.

Managers
287
13F filers
291
New
23
Added
121
Reduced
96
Sold out
26
Shares held by filers
61,164,020

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/6,404,093$122M0.01%+227,07513F-HRTimelineGroup
LPL Financial LLC5,675,876$108M0.04%-2,526,05713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY4,305,724$82M0.01%-36,47013F-HRTimelineGroup
Global X Japan Co., Ltd.3,173,111$60.4M6.94%+465,09013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,348,782$44.7M0.01%-55,71013F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.1,593,344$30.3M1.35%+127,02513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC1,492,124$28.4M0.17%+142,30213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,464,793$27.9M+144,385Timeline
Full Sail Capital, LLC1,426,866$27.2M1.76%+58,69513F-HRTimeline
State of Wisconsin - Board of Commissio…1,341,305$25.5M16.49%013F-HRTimeline
CWM, LLCin group CWM, LLC1,326,042$25.2M0.1%+25,96113F-HRTimelineGroup
RATIONAL ADVISORS, INC.1,093,947$20.8M2.1%-69,81513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,056,338$20.1M0.01%+54,97413F-HRTimelineGroup
Creative Planningin group Creative Planning1,031,298$19.6M0.02%+26,10613F-HRTimelineGroup
Flaharty Asset Management, LLC1,003,503$19.1M2.76%+75,67313F-HRTimeline
Tiller Private Wealth, Inc.967,685$18.4M7.68%+35,03313F-HRTimeline
Cetera Investment Advisers953,135$18.1M0.04%+224,65013F-HRTimeline
FUKOKU MUTUAL LIFE INSURANCE Co919,000$17.5M1.3%013F-HRTimeline
UBS Group AGin group UBS Group AG918,602$17.5M<0.01%+85,66113F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC811,999$15.5M0.04%-7,10913F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC750,379$14.3M<0.01%+234,49313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA717,579$13.7M<0.01%+36,77913F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…603,090$11.5M0.1%+44,86513F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO580,601$11.1M0.01%+94,36413F-HR/ATimelineGroup
CONNING INC.in group CONNING INC.580,200$11M0.39%013F-HRTimelineGroup
Modern Wealth Management, LLC557,594$10.6M0.34%-20,62413F-HR/ATimeline
COLLECTIVE FAMILY OFFICE LLC502,065$9.56M2.58%+100,69013F-HRTimeline
Columbus Macro, LLC477,489$9.09M1.2%+119,55813F-HRTimeline
Trinity Legacy Partners, LLC446,546$8.41M2.13%+90,24313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC436,818$8.32M0.1%+57,81613F-HRTimelineGroup
NAPLES GLOBAL ADVISORS, LLC428,847$8.17M0.78%+43,21613F-HRTimeline
David Kennon Inc421,415$8.02M3.19%+28,36813F-HRTimeline
AHL INVESTMENT MANAGEMENT, INC.419,233$7.98M5.5%+33,01613F-HRTimeline
Collaborative Wealth Managment Inc.414,831$7.9M3.69%+6,63813F-HRTimeline
KWB Wealth384,133$7.49M0.9%-28,18213F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding371,487$7.07M+68,950Timeline
AIRE ADVISORS, LLC341,206$6.5M1.37%+9,47313F-HRTimeline
MAI Capital Management340,532$6.48M0.05%+119,08213F-HRTimeline
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding340,163$6.48M-2,795Timeline
Compton Financial Group, LLC340,055$6.47M1.86%new13F-HRTimeline
HighTower Advisors, LLC339,030$6.46M0.01%-43,30813F-HRTimeline
Prairiewood Capital, LLC338,789$6.45M2.62%+40,39513F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS329,184$6.27M<0.01%-15,67013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC304,892$5.8M0.02%-15,09213F-HRTimeline
Iron Horse Wealth Management, LLC300,139$5.71M1.83%-143,15113F-HRTimeline
SBI Securities Co., Ltd.296,870$5.65M0.19%+5,30913F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…279,120$5.31M0.05%+77,71113F-HRTimelineGroup
Sound Income Strategies, LLC277,964$5.29M0.31%+12,38013F-HRTimeline
Texas Yale Capital Corp.275,259$5.24M0.22%+22,10913F-HRTimeline
WealthTrust Axiom LLC272,387$5.19M1.58%+2,94113F-HRTimeline
SWS Partners249,210$4.74M1.56%+24,17413F-HR/ATimeline
Focus Partners Wealthin group Focus Partners Wealth239,457$4.56M0.01%-40,39813F-HR/ATimelineGroup
Integras Partners LLC236,650$4.51M4.07%-32,09413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.230,583$4.39M0.01%-1,04913F-HRTimelineGroup
APPLETON PARTNERS INC/MA227,429$4.33M0.33%+9,30013F-HRTimeline
Robertson Stephens Wealth Management, L…217,270$4.14M0.15%-8,13013F-HRTimeline
Leicht Financial Planning & Wealth Mana…212,644$4.05M2.12%+12,87913F-HRTimeline
Mariner, LLCin group Mariner, LLC210,307$4M0.01%-39,39413F-HRTimelineGroup
Blue Edge Capital, LLC195,361$3.72M0.6%-1,08413F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV179,532$3.42M3.48%+26,05513F-HRTimeline
Private Advisor Group, LLC169,861$3.23M0.02%-4,14513F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…159,840$3.04M0.26%+14,87513F-HRTimelineGroup
Cambridge Investment Research Advisors,…155,630$2.96M0.01%-13,88113F-HRTimeline
AlphaCore Capital LLC155,471$2.96M0.25%new13F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding154,835$2.95M+1,765Timeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC153,598$2.92M<0.01%+141,38613F-HR/ATimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.144,173$2.75M0.04%+8,70513F-HRTimelineGroup
Collier Financial142,813$2.72M2.31%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…141,924$2.7M<0.01%+85,96513F-HRTimelineGroup
Rockport Wealth LLC137,221$2.61M0.92%+53,30213F-HRTimeline
Prepared Retirement Institute LLC132,001$2.51M1.6%-64,10013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.129,257$2.46M0.01%-27,31913F-HRTimelineGroup
Gerber Kawasaki Wealth & Investment Man…124,773$2.38M0.11%+6,98013F-HRTimeline
Trajan Wealth LLC124,213$2.37M0.13%new13F-HRTimeline
Gladstone Institutional Advisory LLC124,075$2.36M0.11%+25,10913F-HRTimeline
&PARTNERS121,427$2.31M0.02%+55,48113F-HRTimeline
Note Advisors, LLC120,227$2.29M1.89%+10,34113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…119,502$2.28M0.05%+43,70613F-HRTimelineGroup
Crews Bank & Trust117,005$2.23M0.38%-5,05013F-HRTimeline
Grey Ledge Advisors, LLC116,167$2.21M0.58%-90,25613F-HRTimeline
Cyndeo Wealth Partners, LLC98,439$1.87M0.12%013F-HRTimeline
CIBC WORLD MARKETS CORP92,172$1.75M0.01%+2,49613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.90,594$1.72M0.02%+16,51213F-HRTimelineGroup
CIBC WORLD MARKET INC.86,600$1.65M<0.01%013F-HRTimeline
Perissos Private Wealth Management, LLC84,027$1.6M1.46%-22513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC83,762$1.59M0.05%-32413F-HRTimelineGroup
Financial Advocates Investment Manageme…82,974$1.58M0.11%+60,16213F-HRTimeline
NewEdge Advisors, LLC82,567$1.57M0.01%+11,14513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC76,861$1.5M0.03%+96513F-HRTimelineGroup
Merit Financial Group, LLC78,050$1.49M0.02%-98,17713F-HRTimeline
FF Advisors,LLC78,666$1.47M0.84%-1,86113F-HRTimeline
Good Life Advisors, LLC76,459$1.46M0.1%+26,54313F-HRTimeline
Investors Research Corp75,310$1.43M0.31%-9613F-HRTimeline
Mutual Advisors, LLC75,907$1.43M0.04%+1,92513F-HRTimeline
DUNCKER STREETT & CO INC68,912$1.31M0.26%-1,08513F-HRTimeline
Advisors Capital Management, LLC68,582$1.31M0.02%+2,76013F-HRTimeline
Prospect Financial Services LLC68,289$1.3M0.72%+11,84413F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC67,948$1.29M0.07%+3,77913F-HRTimeline
Plan Group Financial, LLC67,789$1.29M0.46%+51,56313F-HRTimeline
Waverly Advisors, LLC66,182$1.26M0.02%-26213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC64,860$1.24M<0.01%-32,84513F-HRTimeline
PLIMOTH TRUST CO LLC62,775$1.2M0.31%-6,34913F-HRTimeline
Unison Advisors LLC62,383$1.19M0.15%+1,41013F-HRTimeline
Accel Wealth Management60,842$1.16M0.42%+8,10613F-HRTimeline
RHS Financial, LLC59,267$1.13M0.63%-23,80313F-HRTimeline
BLUEFIN CAPITAL MANAGEMENT, LLC58,906$1.12M0.9%13F-HRTimeline
Eagle Strategies LLC54,872$1.04M0.18%+12,49813F-HRTimeline
Kohmann Bosshard Financial Services, LLC53,474$1.02M0.12%-4,91113F-HRTimeline
Janney Montgomery Scott LLC49,728$947K<0.01%+16,80413F-HRTimeline
FLC Capital Advisors49,181$936K0.21%+5013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…48,333$920K<0.01%-323,34913F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.47,533$905K0.02%new13F-HRTimeline
NWAM LLC47,406$903K0.08%+1,68613F-HRTimeline
Alteri Wealth LLC44,620$850K0.37%+11,32613F-HRTimeline
TrueWealth Advisors, LLC43,362$826K0.27%-64313F-HRTimeline
Triumph Capital Management41,999$800K0.27%+2,19213F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.39,671$755K0.05%013F-HRTimelineGroup
L & S Advisors Inc39,136$745K0.09%-40313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO39,103$745K<0.01%-26413F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…37,747$719K<0.01%+27,10413F-HRTimelineGroup
INTEGRAL INVESTMENT ADVISORS, INC.37,651$717K0.23%+5,14313F-HRTimeline
American Institute for Advanced Investm…36,908$703K0.54%+1,42313F-HRTimeline
Crew Capital Management, Ltd35,793$681K0.56%-14613F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.35,161$669K<0.01%+1,82513F-HRTimeline
Intrepid Financial Planning Group LLC34,768$662K0.31%-1,93713F-HRTimeline
Western Wealth Management, LLC34,536$658K0.04%+6,45213F-HRTimeline
HICKORY ASSET MANAGEMENT, INC.34,199$651K0.58%+24913F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC33,902$645K0.07%+3,21913F-HRTimelineGroup
PRIVATE TRUST CO NA33,462$637K0.07%-3,35213F-HRTimeline
Acorn Wealth Advisors, LLC32,850$625K0.26%-9513F-HRTimeline
Activest Wealth Management29,643$564K0.15%-14713F-HRTimeline
Meridian Wealth Advisors, LLC29,000$552K0.09%+1,00013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP27,597$525K<0.01%-1,09213F-HRTimelineGroup
Medallion Wealth Advisors, LLC27,649$525K0.24%+1,92113F-HRTimeline
MSH Capital Advisors LLC26,358$502K0.16%+94513F-HRTimeline
CENTAURUS FINANCIAL, INC.26,132$498K0.03%-3,07013F-HRTimeline
CSM Advisors, LLC26,100$497K0.03%013F-HRTimeline
Madrona Financial Services, LLC26,024$495K0.14%+1,08013F-HRTimeline
SEGALL BRYANT & HAMILL, LLC25,810$491K0.01%-1,11213F-HRTimeline
WealthBridge Capital Management, LLC25,700$489K0.14%-70013F-HRTimeline
Perigon Wealth Management, LLC25,639$488K0.01%-313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…25,480$485K<0.01%-23,05313F-HRTimeline
Nelson Capital Management, LLC24,332$463K0.08%-5,64313F-HRTimeline
Barnes Wealth Management Group, Inc24,320$463K0.3%+2,50913F-HRTimeline
Firestone Capital Management23,251$443K0.12%+5713F-HRTimeline
CENTRAL TRUST Co22,920$436K0.01%+1,00013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…22,665$432K0.02%-1,34413F-HRTimelineGroup
Gotham Asset Management, LLC22,651$431K<0.01%+1,34713F-HRTimeline
Cornerstone Wealth Management, LLC21,868$416K0.03%-1,56513F-HRTimeline
Austin Wealth Management, LLC21,875$410K0.08%+1,67113F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.21,354$407K0.22%+16,69313F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …21,218$404K0.01%+1,53913F-HRTimelineGroup
Millington Financial Advisors, LLC22,110$401K0.25%+1,35513F-HRTimeline
RVW Wealth, LLC20,803$396K0.04%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …20,781$396K0.01%-25,49413F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP20,628$393K<0.01%-6,74813F-HRTimelineGroup
WCG Wealth Advisors LLC20,435$389K0.03%-1,40613F-HR/ATimeline
Syntegra Private Wealth Group, LLC20,252$386K0.05%-85413F-HRTimeline
BEACON FINANCIAL GROUP19,635$374K0.04%+3,99813F-HRTimeline
AMG National Trust Bank19,088$363K0.01%013F-HRTimeline
IHT Wealth Management, LLC18,542$353K0.01%-8,64513F-HRTimeline
GeoWealth Management, LLC17,611$335K0.01%+42213F-HRTimeline
Jaffetilchin Investment Partners, LLC17,554$334K0.02%+17113F-HRTimeline
WHITTIER TRUST CO17,446$332K<0.01%-1,61813F-HRTimeline
IFP Advisors, Inc17,226$328K0.01%+78513F-HRTimeline
CFO4Life Group, LLC16,888$322K0.05%-20,20713F-HRTimeline
HOWARD BAILEY SECURITIES, LLC16,811$320K0.11%+3,65113F-HR/ATimeline
ADVISORS MANAGEMENT GROUP INC /ADV16,806$320K0.07%-1,026,61013F-HRTimeline
Advisory Services Network, LLC16,707$318K0.01%-4,84313F-HRTimeline
Sunbelt Securities, Inc.16,395$312K0.03%+1,05013F-HRTimeline
FIRST CITIZENS BANK & TRUST CO16,155$308K0.01%+1,40513F-HRTimeline
Focus Financial Network, Inc.15,490$295K0.01%-44313F-HRTimeline
Lewis Asset Management, LLC15,401$293K0.24%-27413F-HRTimeline
CHANNEL WEALTH LLC15,349$292K0.09%-1,65213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC15,244$290K<0.01%new13F-HRTimelineGroup
WBH ADVISORY INC14,451$275K0.03%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC14,000$267K0.01%-16413F-HRTimeline
1620 INVESTMENT ADVISORS, INC.13,542$258K0.2%+4,15213F-HRTimeline
Sowell Financial Services LLC13,437$256K0.01%013F-HRTimeline
Avior Wealth Management, LLC13,176$251K0.01%-77813F-HRTimeline
COMERICA BANK13,126$250K<0.01%+513F-HRTimeline
SCOTIA CAPITAL INC.12,590$240K<0.01%013F-HRTimeline
Freedom Investment Management, Inc.12,525$238K0.02%-9,93213F-HRTimeline
LANARK FINANCIAL, INC.12,493$237K0.02%+12,47113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\12,358$235K<0.01%+1,76513F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC12,175$232K<0.01%013F-HRTimelineGroup
Ignite Planners, LLC12,349$230K0.05%-3,47713F-HRTimeline
Cornerstone Select Advisors, LLC12,049$229K0.22%-1,06313F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.12,000$228K0.02%013F-HRTimelineGroup
MIdWestOne Financial Group, Inc.12,000$228K0.03%013F-HRTimeline
Oxinas Partners, LLC11,802$225K0.13%-2,71913F-HRTimeline
My Legacy Advisors, LLC11,754$224K0.09%-7613F-HRTimeline
Keystone Financial Group11,600$221K0.02%013F-HRTimeline
TWO SIGMA SECURITIES, LLC11,257$214K0.03%new13F-HRTimeline
J.W. COLE ADVISORS, INC.10,832$206K0.01%new13F-HRTimeline
American Investment Services, Inc.10,806$206K0.04%+8313F-HRTimeline
Breakwater Capital Group10,804$206K0.04%-3,41213F-HRTimeline
SeaCrest Wealth Management, LLC10,587$202K0.02%-2,84613F-HRTimeline
MeadowBrook Investment Advisors LLC10,465$199K0.19%013F-HRTimeline
AE Wealth Management LLC10,437$199K<0.01%+31213F-HRTimeline