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Disclosery

PFFD GLOBAL X FDS

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US PFD ETF (fund)

276 managers (281 13F filers) reported a position in PFFD shares at 2025-09-30, 69,075,805 shares in all. 17 filers opened a position and 19 filers sold out during the quarter.

Managers
276
13F filers
281
New
17
Added
115
Reduced
98
Sold out
19
Shares held by filers
69,075,805

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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, LLC7,026,957$137M3.11%+63,86413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/5,706,946$111M0.01%+41,79813F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY4,455,671$86.6M0.01%-16,66613F-HR/ATimelineGroup
LPL Financial LLC4,183,286$81.3M0.02%+12,50413F-HRTimeline
Global X Japan Co., Ltd.3,484,454$67.7M5.86%-56,07713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,691,173$52.3M0.01%-60,00113F-HRTimelineGroup
New York Life Investment Management LLCin group New York Life Investment Mana…1,818,645$35.3M0.31%-30,28013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV1,567,444$30.5M0.05%new13F-HRTimeline
FUKOKU MUTUAL LIFE INSURANCE Co1,551,000$30.1M1.86%+632,00013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC1,545,514$30M0.12%+8,34713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,450,284$28.2M-229,101Timeline
CWM, LLCin group CWM, LLC1,358,558$26.4M0.08%+12,64613F-HRTimelineGroup
State of Wisconsin - Board of Commissio…1,341,305$26.1M16.61%013F-HRTimeline
Full Sail Capital, LLC1,338,750$26M1.43%-57,32413F-HRTimeline
Flaharty Asset Management, LLC1,079,887$21M2.67%+36,14613F-HRTimeline
RATIONAL ADVISORS, INC.1,069,210$20.8M2.07%-33,20813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,021,372$19.8M0.01%+26,59213F-HRTimelineGroup
Creative Planningin group Creative Planning1,020,176$19.8M0.02%-6,86013F-HRTimelineGroup
Tiller Private Wealth, Inc.959,626$18.6M6.63%+12,04713F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO922,126$17.9M0.02%+157,64913F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC893,243$17.4M<0.01%+79,83513F-HRTimelineGroup
UBS Group AGin group UBS Group AG889,208$17.3M<0.01%-182,25813F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC839,836$16.3M0.03%-5,30213F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS735,060$14.3M0.01%+594,39113F-HRTimelineGroup
Steward Partners Investment Advisory, L…660,449$12.8M0.07%+24,77813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA634,546$12.3M<0.01%+73,65413F-HRTimelineGroup
MAI Capital Management631,694$12.3M0.08%+329,73613F-HRTimeline
Cetera Investment Advisers590,552$11.5M0.01%-482,42713F-HRTimeline
CONNING INC.in group CONNING INC.580,200$11.3M0.37%013F-HRTimelineGroup
Ocean Park Asset Management, LLC560,100$10.9M0.45%new13F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC507,722$9.87M0.77%+49,35713F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC500,480$9.72M2.33%+14,40813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC475,170$9.23M0.07%+14,11213F-HRTimelineGroup
Trinity Legacy Partners, LLC448,646$8.61M1.98%+3,77713F-HRTimeline
MML INVESTORS SERVICES, LLC439,926$8.55M0.02%+55,75113F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding397,973$7.73M+4,326Timeline
AHL INVESTMENT MANAGEMENT, INC.397,096$7.72M5.27%-20,63713F-HRTimeline
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…394,666$7.67M0.01%+42,78413F-HRTimelineGroup
Prairiewood Capital, LLC384,263$7.47M2.48%+22,83813F-HRTimeline
AIRE ADVISORS, LLC340,914$6.62M1.2%+8,67913F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/334,995$6.51M0.01%013F-HRTimelineGroup
HighTower Advisors, LLC308,790$6M0.01%-9,07913F-HRTimeline
Texas Yale Capital Corp.306,549$5.96M0.19%+43,32013F-HRTimeline
SWS Partners293,677$5.71M1.39%+28,26313F-HRTimeline
Apella Capital, LLC292,962$5.66M0.13%+226,46013F-HRTimeline
Collaborative Wealth Managment Inc.275,973$5.36M2.17%-88,60313F-HRTimeline
Columbus Macro, LLC269,154$5.23M0.6%-285,52913F-HRTimeline
WealthTrust Axiom LLC265,831$5.17M1.38%-1,40013F-HRTimeline
Capitolis Liquid Global Markets LLCin group CAPITOLIS LIQUID GLOBAL MARKE…260,600$5.06M0.04%-105,40013F-HRTimelineGroup
Sound Income Strategies, LLC254,954$4.95M0.27%-19,76113F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV231,954$4.51M3.93%+26,13413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.229,684$4.46M0.01%-4,84313F-HRTimelineGroup
Plan Group Financial, LLC223,393$4.34M1.17%+82,89913F-HRTimeline
David Kennon Inc218,502$4.25M1.53%-11,18513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.210,601$4.08M0.01%+8,68413F-HRTimelineGroup
Robertson Stephens Wealth Management, L…208,122$4.04M0.12%-24,82213F-HRTimeline
SBI Securities Co., Ltd.202,666$3.94M0.1%+34213F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA190,900$3.71M0.01%-298,00013F-HRTimelineGroup
Blue Edge Capital, LLC188,667$3.67M0.52%-2,79613F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…180,615$3.51M0.24%+10,39413F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…174,882$3.4M<0.01%+12,22413F-HRTimelineGroup
&PARTNERS161,254$3.13M0.02%+23,74013F-HRTimeline
AlphaCore Capital LLC154,577$3M0.1%-73313F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…153,416$2.98M0.1%+7,30813F-HRTimeline
Cambridge Investment Research Advisors,…150,124$2.92M0.01%+11413F-HRTimeline
NewEdge Advisors, LLC149,017$2.9M0.01%+58,77913F-HRTimeline
Global Retirement Partners, LLC148,712$2.89M0.06%-5,03713F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…144,185$2.8M0.06%+6,74713F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.137,502$2.67M0.03%+1113F-HRTimelineGroup
Note Advisors, LLC135,931$2.64M1.57%+5,95513F-HRTimeline
Summit Financial, LLC132,045$2.57M0.04%new13F-HRTimeline
Crews Bank & Trust123,230$2.39M0.35%-2,15013F-HRTimeline
Gladstone Institutional Advisory LLC122,467$2.38M0.09%+1,26813F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC120,240$2.34M0.27%new13F-HRTimeline
Private Advisor Group, LLC119,575$2.32M0.01%+29,40513F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding119,093$2.31M-19,919Timeline
First Interstate Bank119,018$2.31M0.13%-2,64413F-HRTimeline
Traub Capital Management LLC109,576$2.13M2.11%-5113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO107,691$2.09M<0.01%+71,88413F-HR/ATimelineGroup
Trajan Wealth LLC107,636$2.09M0.09%-9,67613F-HRTimeline
Mariner, LLCin group Mariner, LLC106,847$2.08M<0.01%-95,18113F-HRTimelineGroup
CIBC Bancorp USA Inc.group of 2 filers holding105,067$2.04M+94,845Timeline
Cyndeo Wealth Partners, LLC98,439$1.91M0.11%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.97,507$1.89M0.01%+4,42313F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…94,703$1.85M<0.01%+78,05113F-HRTimeline
Prepared Retirement Institute LLC93,805$1.82M0.95%-25,13313F-HRTimeline
FF Advisors,LLC91,613$1.78M0.85%+8,72213F-HRTimeline
CIBC WORLD MARKET INC.86,600$1.68M<0.01%013F-HRTimeline
APPLETON PARTNERS INC/MA85,176$1.66M0.11%-129,24513F-HRTimeline
AlphaStar Capital Management, LLC82,818$1.61M0.14%new13F-HRTimeline
Grey Ledge Advisors, LLC80,554$1.57M0.35%-54,80113F-HRTimeline
Mutual Advisors, LLC78,786$1.53M0.03%+4,40313F-HRTimeline
Waverly Advisors, LLC76,789$1.49M0.01%+8,63013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC76,764$1.49M0.02%-4,40313F-HRTimelineGroup
Eagle Strategies LLC73,568$1.43M0.19%+3,20813F-HRTimeline
Perissos Private Wealth Management, LLC72,944$1.42M1.03%+75213F-HRTimeline
Investors Research Corp72,659$1.41M0.26%-1,71113F-HRTimeline
Vestmark Advisory Solutions, Inc.69,525$1.35M0.03%-49,14113F-HRTimeline
Advisors Capital Management, LLC68,641$1.33M0.02%-22113F-HRTimeline
PLIMOTH TRUST CO LLC68,445$1.33M0.3%+3,24013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC68,268$1.33M0.03%-18,79313F-HRTimelineGroup
DUNCKER STREETT & CO INC65,988$1.28M0.22%-1,15113F-HRTimeline
Unison Advisors LLC65,262$1.27M0.12%-77013F-HRTimeline
Janney Montgomery Scott LLC63,348$1.23M<0.01%+15,15213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC56,787$1.1M<0.01%-4,37013F-HRTimeline
Alteri Wealth LLC52,680$1.02M0.35%+4,77413F-HRTimeline
L & S Advisors Inc51,125$993K0.1%-16,03613F-HRTimeline
NWAM LLC50,934$990K0.05%+1,39213F-HR/ATimeline
Adams Asset Advisors, LLC50,146$974K0.13%+34013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…47,524$923K<0.01%-16,42613F-HRTimelineGroup
Prospect Financial Services LLC47,259$918K0.53%-8,87613F-HRTimeline
Triumph Capital Management46,902$911K0.25%+3,26613F-HR/ATimeline
RHS Financial, LLC45,759$889K0.46%+19213F-HRTimeline
Syntegra Private Wealth Group, LLC45,054$875K0.08%+2,94813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…44,329$861K<0.01%-4,68113F-HRTimelineGroup
Objective Capital Management, LLC43,107$838K0.87%+10,48113F-HRTimeline
Merit Financial Group, LLC40,893$795K0.01%-14,75513F-HR/ATimeline
Accel Wealth Management40,189$781K0.23%-6,38813F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.39,571$769K0.05%-10013F-HRTimelineGroup
Alpha Cubed Investments, LLC38,001$738K0.03%-92213F-HRTimeline
American Institute for Advanced Investm…36,333$706K0.46%-57513F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.35,842$696K0.19%-1,80913F-HRTimeline
Continuum Advisory, LLC34,600$672K0.07%+63813F-HRTimeline
TrueWealth Advisors, LLC33,153$644K0.17%+21213F-HRTimeline
CENTRAL TRUST Co32,920$640K0.01%+10,00013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…32,837$638K0.11%new13F-HRTimeline
Perigon Wealth Management, LLC31,576$614K0.01%+6,10713F-HRTimeline
Nelson Capital Management, LLC31,091$604K0.07%+6,39913F-HRTimeline
Acorn Wealth Advisors, LLC30,651$596K0.19%+2413F-HRTimeline
CENTAURUS FINANCIAL, INC.30,510$593K0.03%+2,39213F-HRTimeline
PRIVATE TRUST CO NA29,932$582K0.05%013F-HRTimeline
Activest Wealth Management29,868$580K0.12%+11113F-HRTimeline
Meridian Wealth Advisors, LLC29,000$563K0.08%013F-HRTimeline
WBH ADVISORY INC28,777$559K0.04%+3,41613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP28,221$548K<0.01%+84313F-HRTimelineGroup
Madrona Financial Services, LLC28,151$547K0.12%+213F-HRTimeline
Barnes Wealth Management Group, Inc28,008$544K0.3%+1,36513F-HRTimeline
MSH Capital Advisors LLC27,791$540K0.14%+1,83513F-HRTimeline
Farther Finance Advisors, LLC26,912$523K0.01%+5,71713F-HRTimeline
FIRST CITIZENS BANK & TRUST CO26,179$509K0.01%+2,44413F-HRTimeline
Millington Financial Advisors, LLC26,104$503K0.24%+17613F-HRTimeline
SEGALL BRYANT & HAMILL, LLC25,852$502K0.01%+42213F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …25,843$502K0.01%+1,67113F-HRTimelineGroup
WealthBridge Capital Management, LLC25,700$499K0.12%013F-HRTimeline
Hennion & Walsh Asset Management, Inc.24,025$467K0.02%-7,22113F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…23,976$466K0.02%+4,22113F-HRTimelineGroup
FLC Capital Advisors23,403$455K0.09%+44913F-HRTimeline
Gotham Asset Management, LLC22,999$447K<0.01%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth22,900$445K<0.01%-5,57913F-HRTimelineGroup
Medallion Wealth Advisors, LLC22,830$444K0.16%013F-HRTimeline
Western Wealth Management, LLC22,829$444K0.02%-4,43013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC21,726$422K<0.01%new13F-HRTimelineGroup
1620 INVESTMENT ADVISORS, INC.21,215$412K0.28%+4,48313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP20,912$406K<0.01%+2,84813F-HRTimelineGroup
RVW Wealth, LLC20,803$404K0.03%013F-HRTimeline
Cornerstone Wealth Management, LLC20,707$402K0.02%-80113F-HRTimeline
IHT Wealth Management, LLC20,356$396K0.01%+41013F-HRTimeline
WCG Wealth Advisors LLC20,248$393K0.02%+2113F-HRTimeline
BEACON FINANCIAL GROUP19,842$386K0.04%+5913F-HRTimeline
Firestone Capital Management19,559$380K0.08%013F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC19,387$377K0.04%-12,64013F-HRTimelineGroup
Kohmann Bosshard Financial Services, LLC19,170$372K0.04%-8,58713F-HRTimeline
Advisory Services Network, LLC18,755$364K0.01%+44313F-HRTimeline
HOWARD BAILEY SECURITIES, LLC18,205$354K0.1%+55813F-HR/ATimeline
COMERICA BANK18,123$352K<0.01%+2,99713F-HRTimeline
CSM Advisors, LLC18,000$350K0.01%-8,10013F-HRTimeline
AMG National Trust Bank17,588$342K0.01%-1,50013F-HRTimeline
WHITTIER TRUST CO17,446$340K<0.01%013F-HRTimeline
Jaffetilchin Investment Partners, LLC17,509$340K0.02%+26313F-HRTimeline
CFO4Life Group, LLC16,888$328K0.05%013F-HRTimeline
Allworth Financial LP16,781$326K<0.01%+15,33513F-HRTimeline
SCOTIA CAPITAL INC.16,725$325K<0.01%+1,18813F-HRTimeline
GeoWealth Management, LLC16,450$320K0.01%-1,55413F-HRTimeline
Foundations Investment Advisors, LLC16,294$317K<0.01%+68913F-HRTimeline
Wealthfront Advisers LLC16,249$316K<0.01%+2,56513F-HRTimeline
Inscription Capital, LLC16,216$315K0.03%+25013F-HRTimeline
Austin Wealth Management, LLC16,152$313K0.05%+3,07313F-HRTimeline
Focus Financial Network, Inc.15,542$302K0.01%-4913F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV15,507$301K0.05%+713F-HRTimeline
Sunbelt Securities, Inc.15,035$292K0.02%-31013F-HRTimeline
IFP Advisors, Inc14,257$277K0.01%-12013F-HR/ATimeline
Lewis Asset Management, LLC14,002$272K0.11%-84113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC14,000$272K0.01%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS13,835$269K<0.01%new13F-HRTimeline
Sowell Financial Services LLC13,647$265K0.01%-80213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\12,358$240K<0.01%013F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd12,305$239K<0.01%-91,38013F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC12,175$237K<0.01%013F-HRTimelineGroup
MIdWestOne Financial Group, Inc.12,000$233K0.03%013F-HRTimeline
Avior Wealth Management, LLC11,860$230K0.01%-1,15113F-HRTimeline
Keystone Financial Group11,850$230K0.02%+25013F-HR/ATimeline
Cornerstone Select Advisors, LLC11,549$224K0.17%013F-HRTimeline
American Investment Services, Inc.11,328$220K0.05%013F-HRTimeline
AE Wealth Management LLC11,113$216K<0.01%+21313F-HRTimeline
Savvy Advisors, Inc.10,996$214K0.01%-38213F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…10,770$209K0.01%013F-HRTimelineGroup
Ignite Planners, LLC10,368$201K0.03%-2,19213F-HRTimeline
HF Advisory Group, LLC10,327$201K0.07%-5913F-HRTimeline
CHANNEL WEALTH LLC10,270$200K0.05%-18313F-HRTimeline
Onyx Bridge Wealth Group LLC10,229$199K0.02%+14513F-HRTimeline