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Disclosery

PFFD GLOBAL X FDS

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US PFD ETF (fund)

286 managers (290 13F filers) reported a position in PFFD shares at 2025-06-30, 66,904,260 shares in all. 27 filers opened a position and 30 filers sold out during the quarter.

Managers
286
13F filers
290
New
27
Added
104
Reduced
103
Sold out
30
Shares held by filers
66,904,260

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Orgel Wealth Management, LLC6,963,093$131M3.16%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/5,665,148$107M0.01%-738,94513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY4,472,337$84.2M0.01%+166,61313F-HRTimelineGroup
LPL Financial LLC4,170,782$78.5M0.03%-1,505,09413F-HRTimeline
Global X Japan Co., Ltd.3,540,531$66.7M6.76%+367,42013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,751,174$51.8M0.01%+402,39213F-HRTimelineGroup
New York Life Investment Management LLCin group New York Life Investment Mana…1,848,925$34.8M0.33%+1,569,80513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,679,385$31.6M+214,592Timeline
Lido Advisors, LLCin group Lido Advisors, LLC1,537,167$28.9M0.15%+45,04313F-HRTimelineGroup
Full Sail Capital, LLC1,396,074$26.3M1.52%-30,79213F-HRTimeline
CWM, LLCin group CWM, LLC1,345,912$25.3M0.09%+19,87013F-HRTimelineGroup
State of Wisconsin - Board of Commissio…1,341,305$25.3M16.23%013F-HRTimeline
RATIONAL ADVISORS, INC.1,102,418$20.8M2.06%+8,47113F-HRTimeline
Cetera Investment Advisers1,072,979$20.2M0.03%+119,84413F-HRTimeline
UBS Group AGin group UBS Group AG1,071,466$20.2M<0.01%+152,86413F-HRTimelineGroup
Flaharty Asset Management, LLC1,043,741$19.7M2.69%+40,23813F-HR/ATimeline
Creative Planningin group Creative Planning1,027,036$19.3M0.02%-4,26213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC994,780$18.7M0.01%-61,55813F-HRTimelineGroup
Tiller Private Wealth, Inc.947,579$17.8M6.78%-20,10613F-HRTimeline
FUKOKU MUTUAL LIFE INSURANCE Co919,000$17.3M1.1%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC845,138$15.9M0.04%+33,13913F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC813,408$15.2M<0.01%+63,02913F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO764,477$14.4M0.02%+183,87613F-HRTimelineGroup
Steward Partners Investment Advisory, L…635,671$12M0.09%+32,58113F-HRTimeline
CONNING INC.in group CONNING INC.580,200$10.9M0.38%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA560,892$10.6M<0.01%-156,68713F-HR/ATimelineGroup
Columbus Macro, LLC554,683$10.4M1.28%+77,19413F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA488,900$9.21M0.02%new13F-HRTimelineGroup
COLLECTIVE FAMILY OFFICE LLC486,072$9.15M2.35%-15,99313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC461,058$8.68M0.08%+24,24013F-HRTimelineGroup
NAPLES GLOBAL ADVISORS, LLC458,365$8.63M0.74%+29,51813F-HRTimeline
Trinity Legacy Partners, LLC444,869$8.45M2.05%-1,67713F-HRTimeline
AHL INVESTMENT MANAGEMENT, INC.417,733$7.87M5.25%-1,50013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding393,647$7.41M+22,160Timeline
MML INVESTORS SERVICES, LLC384,175$7.23M0.02%+79,28313F-HRTimeline
Capitolis Liquid Global Markets LLCin group CAPITOLIS LIQUID GLOBAL MARKE…366,000$6.89M0.05%new13F-HRTimelineGroup
Collaborative Wealth Managment Inc.364,576$6.86M2.99%-50,25513F-HRTimeline
Prairiewood Capital, LLC361,425$6.81M2.53%+22,63613F-HRTimeline
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding351,882$6.63M+11,719Timeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/334,995$6.31M0.01%+334,90013F-HR/ATimelineGroup
AIRE ADVISORS, LLC332,235$6.26M1.21%-8,97113F-HRTimeline
HighTower Advisors, LLC317,869$5.99M0.01%-21,16113F-HRTimeline
Iron Horse Wealth Management, LLC304,662$5.74M1.69%+4,52313F-HRTimeline
MAI Capital Management301,958$5.69M0.04%-38,57413F-HRTimeline
Sound Income Strategies, LLC274,715$5.17M0.3%-3,24913F-HRTimeline
WealthTrust Axiom LLC267,231$5.03M1.48%-5,15613F-HRTimeline
SWS Partners265,414$5M1.35%+16,20413F-HRTimeline
Texas Yale Capital Corp.263,229$4.96M0.16%-12,03013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.234,527$4.42M0.01%+3,94413F-HRTimelineGroup
Robertson Stephens Wealth Management, L…232,944$4.39M0.15%+15,67413F-HRTimeline
David Kennon Inc229,687$4.33M1.62%-191,72813F-HRTimeline
APPLETON PARTNERS INC/MA214,421$4.04M0.29%-13,00813F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV205,820$3.88M3.76%+26,28813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.201,917$3.82M0.01%+72,66013F-HR/ATimelineGroup
SBI Securities Co., Ltd.202,324$3.81M0.11%-94,54613F-HRTimeline
Mariner, LLCin group Mariner, LLC202,028$3.8M0.01%-8,27913F-HRTimelineGroup
Blue Edge Capital, LLC191,463$3.61M0.54%-3,89813F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…170,221$3.21M0.24%+10,38113F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…162,658$3.06M<0.01%+20,73413F-HRTimelineGroup
AlphaCore Capital LLC155,310$2.92M0.11%-16113F-HRTimeline
Global Retirement Partners, LLC153,749$2.9M0.07%13F-HRTimeline
Cambridge Investment Research Advisors,…150,010$2.83M0.01%-5,62013F-HRTimeline
Rockport Wealth LLC147,555$2.78M0.64%+10,33413F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…146,108$2.75M0.11%+21,33513F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS140,669$2.65M<0.01%-188,51513F-HRTimelineGroup
Plan Group Financial, LLC140,494$2.65M0.87%+72,70513F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding139,012$2.62M-15,823Timeline
&PARTNERS137,514$2.59M0.02%+16,08713F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.137,491$2.59M0.03%-6,68213F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…137,438$2.59M0.06%+17,93613F-HRTimelineGroup
Note Advisors, LLC129,976$2.45M1.69%+9,74913F-HRTimeline
Crews Bank & Trust125,380$2.36M0.37%+8,37513F-HRTimeline
First Interstate Bank121,662$2.29M0.13%new13F-HRTimeline
Gladstone Institutional Advisory LLC121,199$2.28M0.09%-2,87613F-HRTimeline
Prepared Retirement Institute LLC118,938$2.24M1.32%-13,06313F-HRTimeline
Vestmark Advisory Solutions, Inc.118,666$2.23M0.03%+71,13313F-HRTimeline
Trajan Wealth LLC117,312$2.21M0.11%-6,90113F-HRTimeline
Traub Capital Management LLC109,627$2.06M1.91%13F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd103,685$1.95M0.03%new13F-HRTimelineGroup
Cyndeo Wealth Partners, LLC98,439$1.85M0.11%013F-HRTimeline
CIBC WORLD MARKETS CORP97,354$1.83M0.01%+5,18213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.93,084$1.75M0.01%+2,49013F-HRTimelineGroup
Grey Ledge Advisors, LLC135,355$1.75M0.43%+19,18813F-HRTimeline
NewEdge Advisors, LLC90,238$1.7M0.01%+7,67113F-HRTimeline
Private Advisor Group, LLC90,170$1.7M0.01%-79,69113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC87,061$1.64M0.04%+3,29913F-HRTimelineGroup
CIBC WORLD MARKET INC.86,600$1.63M<0.01%013F-HRTimeline
FF Advisors,LLC82,891$1.56M0.81%+4,22513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC81,167$1.53M0.03%+4,30613F-HRTimelineGroup
Mutual Advisors, LLC74,383$1.42M0.04%-1,52413F-HRTimeline
Investors Research Corp74,370$1.4M0.27%-94013F-HRTimeline
Perissos Private Wealth Management, LLC72,192$1.36M1.07%-11,83513F-HRTimeline
Eagle Strategies LLC70,360$1.32M0.2%+15,48813F-HRTimeline
Advisors Capital Management, LLC68,862$1.3M0.02%+28013F-HRTimeline
Waverly Advisors, LLC68,159$1.28M0.01%+1,97713F-HRTimeline
L & S Advisors Inc67,161$1.26M0.13%+28,02513F-HRTimeline
DUNCKER STREETT & CO INC67,139$1.26M0.23%-1,77313F-HRTimeline
Apella Capital, LLC66,502$1.26M0.03%new13F-HRTimeline
Unison Advisors LLC66,032$1.24M0.14%+3,64913F-HRTimeline
Financial Advocates Investment Manageme…65,370$1.23M0.1%-17,60413F-HRTimeline
PLIMOTH TRUST CO LLC65,205$1.23M0.29%+2,43013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…63,950$1.2M<0.01%+26,20313F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC61,300$1.15M<0.01%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC61,157$1.15M<0.01%-3,70313F-HRTimeline
Good Life Advisors, LLC59,338$1.12M0.07%-17,12113F-HRTimeline
Prospect Financial Services LLC56,135$1.06M0.66%-12,15413F-HR/ATimeline
Merit Financial Group, LLC55,648$1.05M0.01%-22,40213F-HRTimeline
NWAM LLC49,542$949K0.06%+2,13613F-HR/ATimeline
Adams Asset Advisors, LLC49,806$938K0.13%new13F-HR/ATimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…49,010$923K<0.01%+67713F-HR/ATimelineGroup
Janney Montgomery Scott LLC48,196$908K<0.01%-1,53213F-HRTimeline
Alteri Wealth LLC47,906$902K0.35%+3,28613F-HRTimeline
Accel Wealth Management46,577$877K0.29%-14,26513F-HRTimeline
RHS Financial, LLC45,567$858K0.49%-13,70013F-HRTimeline
Triumph Capital Management43,636$822K0.25%+1,63713F-HR/ATimeline
Syntegra Private Wealth Group, LLC42,106$793K0.08%+21,85413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC41,721$786K<0.01%+26,47713F-HRTimelineGroup
Essex Financial Services, Inc.in group Essex Financial Services, Inc.39,671$747K0.05%013F-HRTimelineGroup
Alpha Cubed Investments, LLC38,923$733K0.03%+28,75713F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.37,651$709K0.2%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.37,601$708K<0.01%+2,44013F-HRTimeline
American Institute for Advanced Investm…36,908$695K0.49%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO35,807$674K<0.01%-3,29613F-HRTimelineGroup
Intrepid Financial Planning Group LLC34,636$652K0.27%-13213F-HRTimeline
Continuum Advisory, LLC33,962$640K0.08%+25,74413F-HRTimeline
HICKORY ASSET MANAGEMENT, INC.33,958$639K0.53%-24113F-HRTimeline
TrueWealth Advisors, LLC32,941$620K0.18%-10,42113F-HRTimeline
Objective Capital Management, LLC32,626$614K0.69%new13F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC32,027$603K0.06%-1,87513F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.31,246$588K0.02%-1,562,09813F-HRTimeline
Acorn Wealth Advisors, LLC30,627$577K0.21%-2,22313F-HRTimeline
PRIVATE TRUST CO NA29,932$564K0.05%-3,53013F-HRTimeline
Activest Wealth Management29,757$560K0.14%+11413F-HRTimeline
Meridian Wealth Advisors, LLC29,000$546K0.09%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth28,479$536K<0.01%-210,97813F-HRTimelineGroup
Madrona Financial Services, LLC28,149$530K0.13%+2,12513F-HRTimeline
CENTAURUS FINANCIAL, INC.28,118$529K0.03%+1,98613F-HRTimeline
Kohmann Bosshard Financial Services, LLC27,757$523K0.06%-25,71713F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP27,378$516K<0.01%-21913F-HR/ATimelineGroup
Western Wealth Management, LLC27,259$513K0.03%-7,27713F-HRTimeline
Barnes Wealth Management Group, Inc26,643$502K0.3%+2,32313F-HRTimeline
Millington Financial Advisors, LLC25,928$495K0.25%+3,81813F-HRTimeline
CSM Advisors, LLC26,100$492K0.01%013F-HRTimeline
MSH Capital Advisors LLC25,956$489K0.14%-40213F-HRTimeline
WealthBridge Capital Management, LLC25,700$484K0.12%013F-HRTimeline
Perigon Wealth Management, LLC25,469$480K0.01%-17013F-HRTimeline
SEGALL BRYANT & HAMILL, LLC25,430$479K0.01%-38013F-HRTimeline
WBH ADVISORY INC25,361$478K0.04%+10,91013F-HRTimeline
Nelson Capital Management, LLC24,692$465K0.06%+36013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …24,172$455K0.01%+2,95413F-HRTimelineGroup
FIRST CITIZENS BANK & TRUST CO23,735$447K0.01%+7,58013F-HRTimeline
Gotham Asset Management, LLC22,999$433K<0.01%+34813F-HRTimeline
FLC Capital Advisors22,954$432K0.09%-26,22713F-HRTimeline
CENTRAL TRUST Co22,920$432K0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC22,830$430K0.17%-4,81913F-HRTimeline
Cornerstone Wealth Management, LLC21,508$405K0.02%-36013F-HRTimeline
Farther Finance Advisors, LLC21,195$399K0.01%+13,60013F-HRTimeline
RVW Wealth, LLC20,803$392K0.03%013F-HRTimeline
WCG Wealth Advisors LLC20,227$381K0.02%-20813F-HRTimeline
IHT Wealth Management, LLC19,946$376K0.01%+1,40413F-HRTimeline
BEACON FINANCIAL GROUP19,783$373K0.04%+14813F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…19,755$372K0.01%-2,91013F-HRTimelineGroup
Firestone Capital Management19,559$368K0.09%-3,69213F-HRTimeline
AMG National Trust Bank19,088$359K0.01%013F-HRTimeline
Advisory Services Network, LLC18,312$351K0.01%+1,60513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP18,064$340K<0.01%-2,56413F-HRTimelineGroup
GeoWealth Management, LLC18,004$339K0.01%+39313F-HRTimeline
HOWARD BAILEY SECURITIES, LLC17,647$332K0.1%+83613F-HR/ATimeline
WHITTIER TRUST CO17,446$328K<0.01%013F-HRTimeline
Jaffetilchin Investment Partners, LLC17,246$325K0.02%-30813F-HRTimeline
CFO4Life Group, LLC16,888$318K0.05%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…16,652$317K<0.01%-8,82813F-HRTimeline
1620 INVESTMENT ADVISORS, INC.16,732$315K0.22%+3,19013F-HRTimeline
Inscription Capital, LLC15,966$301K0.04%new13F-HRTimeline
Sunbelt Securities, Inc.15,345$299K0.03%-1,05013F-HRTimeline
Foundations Investment Advisors, LLC15,605$294K<0.01%new13F-HRTimeline
Focus Financial Network, Inc.15,591$294K0.01%+10113F-HRTimeline
SCOTIA CAPITAL INC.15,537$293K<0.01%+2,94713F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV15,500$292K0.05%-1,30613F-HRTimeline
COMERICA BANK15,126$285K<0.01%+2,00013F-HRTimeline
Lewis Asset Management, LLC14,843$279K0.13%-55813F-HRTimeline
Sowell Financial Services LLC14,449$272K0.01%+1,01213F-HRTimeline
IFP Advisors, Inc14,377$271K0.01%-2,84913F-HRTimeline
KWB Wealth13,864$264K0.03%-370,26913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC14,000$264K0.01%013F-HRTimeline
Wealthfront Advisers LLC13,684$258K<0.01%new13F-HRTimeline
Austin Wealth Management, LLC13,079$250K0.04%-8,79613F-HRTimeline
Avior Wealth Management, LLC13,011$245K0.01%-16513F-HRTimeline
Modern Wealth Management, LLC12,808$241K0.01%-544,78613F-HR/ATimeline
Ignite Planners, LLC12,560$240K0.04%+21113F-HR/ATimeline
US BANCORP \DE\in group US BANCORP \DE\12,358$233K<0.01%013F-HRTimelineGroup
Freedom Investment Management, Inc.12,242$231K0.02%-28313F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC12,175$229K<0.01%013F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.12,000$226K0.02%013F-HRTimelineGroup
MIdWestOne Financial Group, Inc.12,000$226K0.03%013F-HRTimeline
Keystone Financial Group11,600$218K0.02%013F-HRTimeline
Cornerstone Select Advisors, LLC11,549$217K0.19%-50013F-HRTimeline
Savvy Advisors, Inc.11,378$214K0.01%new13F-HRTimeline
American Investment Services, Inc.11,328$213K0.05%+52213F-HRTimeline
Summit Trail Advisors, LLC11,250$212K<0.01%+1,25013F-HRTimeline