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Disclosery

PFFD GLOBAL X FDS

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US PFD ETF (fund)

278 managers (284 13F filers) reported a position in PFFD shares at 2025-12-31, 61,436,342 shares in all. 21 filers opened a position and 24 filers sold out during the quarter.

Managers
278
13F filers
284
New
21
Added
104
Reduced
103
Sold out
24
Shares held by filers
61,436,342

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Orgel Wealth Management, LLC7,370,268$139M3.07%+343,31113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/6,012,027$114M0.01%+305,08113F-HRTimelineGroup
LPL Financial LLC3,845,274$72.7M0.02%-338,01213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,968,352$56.1M<0.01%-1,487,31913F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,676,222$50.6M0.01%-14,95113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,716,330$32.5M+266,046Timeline
New York Life Investment Management LLCin group New York Life Investment Mana…1,693,467$32M0.28%-125,17813F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC1,525,258$29.6M0.12%-20,25613F-HRTimelineGroup
FUKOKU MUTUAL LIFE INSURANCE Co1,551,000$29.3M1.92%013F-HRTimeline
CWM, LLCin group CWM, LLC1,426,501$27M0.07%+67,94313F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV1,401,424$26.5M0.04%-166,02013F-HRTimeline
State of Wisconsin - Board of Commissio…1,341,305$25.4M16.4%013F-HRTimeline
Flaharty Asset Management, LLC1,122,939$21.2M2.65%+43,05213F-HRTimeline
Cetera Investment Advisers1,071,447$20.3M0.02%+480,89513F-HRTimeline
RATIONAL ADVISORS, INC.1,049,537$19.8M2.03%-19,67313F-HRTimeline
Creative Planningin group Creative Planning1,026,356$19.4M0.01%+6,18013F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO993,381$18.8M0.02%+71,25513F-HRTimelineGroup
Tiller Private Wealth, Inc.961,547$18.2M6.47%+1,92113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC852,381$16.1M0.03%+12,54513F-HRTimelineGroup
Columbus Macro, LLC751,499$14.2M1.56%+482,34513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA722,819$13.7M<0.01%+88,27313F-HRTimelineGroup
UBS Group AGin group UBS Group AG703,670$13.3M<0.01%-185,53813F-HRTimelineGroup
MAI Capital Management687,446$13M0.08%+55,75213F-HRTimeline
Steward Partners Investment Advisory, L…668,076$12.6M0.07%+7,62713F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC607,376$11.5M2.64%+106,89613F-HRTimeline
CONNING INC.in group CONNING INC.580,200$11M0.37%013F-HRTimelineGroup
NAPLES GLOBAL ADVISORS, LLC535,866$10.2M0.76%+28,14413F-HRTimeline
MML INVESTORS SERVICES, LLC470,691$8.9M0.02%+30,76513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC465,932$8.8M<0.01%-427,31113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC458,749$8.67M<0.01%-562,62313F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding434,154$8.21M+39,488Timeline
Kestra Advisory Services, LLCgroup of 2 filers holding426,734$8.07M+28,761Timeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC406,849$7.69M0.07%-68,32113F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS396,556$7.5M<0.01%-338,50413F-HRTimelineGroup
Carnegie Investment Counsel394,708$7.46M0.14%new13F-HRTimeline
Prairiewood Capital, LLC386,401$7.31M2.27%+2,13813F-HRTimeline
Texas Yale Capital Corp.340,590$6.44M0.2%+34,04113F-HRTimeline
AIRE ADVISORS, LLC332,991$6.3M1.15%-7,92313F-HRTimeline
WealthTrust Axiom LLC327,067$6.18M1.59%+61,23613F-HRTimeline
SWS Partners301,078$5.72M1.38%+7,40113F-HRTimeline
AlphaStar Capital Management, LLC302,007$5.71M0.42%+219,18913F-HRTimeline
Apella Capital, LLC294,674$5.57M0.11%+1,71213F-HRTimeline
Plan Group Financial, LLC285,358$5.4M1.4%+61,96513F-HRTimeline
HighTower Advisors, LLC251,045$4.75M0.01%-57,74513F-HRTimeline
Sound Income Strategies, LLC242,721$4.73M0.22%-12,23313F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV236,154$4.47M3.71%+4,20013F-HRTimeline
David Kennon Inc219,554$4.15M1.48%+1,05213F-HRTimeline
Robertson Stephens Wealth Management, L…195,533$3.72M0.1%-12,58913F-HRTimeline
Blue Edge Capital, LLC193,747$3.66M0.49%+5,08013F-HRTimeline
Collaborative Wealth Managment Inc.192,568$3.64M1.28%-83,40513F-HRTimeline
SBI Securities Co., Ltd.192,412$3.64M0.09%-10,25413F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…183,926$3.48M0.23%+3,31113F-HRTimelineGroup
First Interstate Bank178,592$3.38M0.18%+59,57413F-HRTimeline
Advisory Services Network, LLC161,811$3.06M0.04%+143,05613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…160,153$3.03M<0.01%-14,72913F-HR/ATimelineGroup
AlphaCore Capital LLC151,748$2.88M0.06%-2,82913F-HRTimeline
Note Advisors, LLC145,184$2.84M1.45%+9,25313F-HRTimeline
Private Advisor Group, LLC143,920$2.72M0.01%+24,34513F-HRTimeline
&PARTNERS136,375$2.58M0.01%-24,87913F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…135,920$2.57M0.05%-8,26513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO133,611$2.53M<0.01%+25,92013F-HRTimelineGroup
Global Retirement Partners, LLC133,059$2.52M0.04%-15,65313F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…131,539$2.49M0.09%-21,87713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.129,033$2.44M<0.01%-81,56813F-HRTimelineGroup
Summit Financial, LLC128,302$2.44M0.04%-3,74313F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.123,732$2.34M0.03%-13,77013F-HRTimelineGroup
GREENWOOD CAPITAL ASSOCIATES LLC122,595$2.32M0.25%+2,35513F-HRTimeline
WealthPlan Investment Management, LLC120,832$2.28M0.15%new13F-HRTimeline
FF Advisors,LLC120,569$2.28M1.02%+28,95613F-HRTimeline
Crews Bank & Trust120,415$2.28M0.33%-2,81513F-HRTimeline
Gladstone Institutional Advisory LLC120,029$2.27M0.09%-2,43813F-HRTimeline
Cambridge Investment Research Advisors,…113,085$2.14M0.01%-37,03913F-HRTimeline
CIBC Bancorp USA Inc.group of 2 filers holding111,048$2.1M+104,538Timeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…106,817$2.06M<0.01%+12,11413F-HRTimeline
Traub Capital Management LLC107,823$2.04M1.96%-1,75313F-HRTimeline
Trajan Wealth LLC105,829$2M0.08%-1,80713F-HRTimeline
Hegarty Advisors, LLC98,955$1.87M1.62%13F-HRTimeline
Waverly Advisors, LLC95,540$1.81M0.01%+18,75113F-HRTimeline
Prepared Retirement Institute LLC94,952$1.8M0.9%+1,14713F-HRTimeline
CIBC WORLD MARKET INC.86,600$1.64M<0.01%013F-HRTimeline
Cyndeo Wealth Partners, LLC85,972$1.63M0.09%-12,46713F-HRTimeline
NewEdge Advisors, LLC85,403$1.61M0.01%-63,61413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC79,383$1.5M0.02%+2,61913F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.77,117$1.46M0.01%-20,39013F-HRTimelineGroup
Mutual Advisors, LLC76,742$1.45M0.03%-2,04413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC75,016$1.42M0.03%+6,74813F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.74,564$1.41M0.02%+5,03913F-HRTimeline
Grey Ledge Advisors, LLC74,319$1.41M0.32%-6,23513F-HRTimeline
Eagle Strategies LLC71,931$1.36M0.17%-1,63713F-HRTimeline
Investors Research Corp71,863$1.36M0.25%-79613F-HRTimeline
Perissos Private Wealth Management, LLC71,855$1.36M1.17%-1,08913F-HRTimeline
Advisors Capital Management, LLC69,736$1.32M0.02%+1,09513F-HRTimeline
PLIMOTH TRUST CO LLC68,334$1.29M0.29%-11113F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding68,187$1.29M-50,906Timeline
Unison Advisors LLC67,445$1.28M0.11%+2,18313F-HRTimeline
Janney Montgomery Scott LLC66,139$1.25M<0.01%+2,79113F-HRTimeline
Mariner, LLCin group Mariner, LLC61,838$1.17M<0.01%-45,00913F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…61,069$1.15M<0.01%+16,74013F-HR/ATimelineGroup
NWAM LLC55,275$1.08M0.06%+4,34113F-HRTimeline
APPLETON PARTNERS INC/MA55,536$1.05M0.07%-29,64013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC55,398$1.05M<0.01%-1,38913F-HRTimeline
DUNCKER STREETT & CO INC53,762$1.02M0.18%-12,22613F-HRTimeline
Alteri Wealth LLC53,454$1.01M0.33%+77413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC52,359$990K<0.01%new13F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd51,906$982K0.01%+39,60113F-HRTimelineGroup
L & S Advisors Inc50,529$956K0.09%-59613F-HRTimeline
Adams Asset Advisors, LLC49,452$935K0.12%-69413F-HRTimeline
Objective Capital Management, LLC47,758$903K0.92%+4,65113F-HRTimeline
Triumph Capital Management45,350$858K0.19%-1,55213F-HRTimeline
Syntegra Private Wealth Group, LLC43,651$825K0.08%-1,40313F-HRTimeline
Alpha Cubed Investments, LLC38,011$719K0.02%+1013F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.36,991$700K0.17%+1,14913F-HRTimeline
American Institute for Advanced Investm…36,583$692K0.44%+25013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…35,981$680K<0.01%-11,54313F-HRTimelineGroup
CENTRAL TRUST Co34,813$658K0.01%+1,89313F-HRTimeline
SCOTIA CAPITAL INC.34,698$656K<0.01%+17,97313F-HRTimeline
Merit Financial Group, LLC33,552$634K0.01%-7,34113F-HRTimeline
FIRST CITIZENS BANK & TRUST CO33,470$633K0.01%+7,29113F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth33,327$630K<0.01%+10,42713F-HRTimelineGroup
Continuum Advisory, LLC32,836$621K0.06%-1,76413F-HRTimeline
Accel Wealth Management32,681$618K0.17%-7,50813F-HRTimeline
Trinity Legacy Partners, LLC32,162$608K0.14%-416,48413F-HRTimeline
Perigon Wealth Management, LLC31,430$594K0.01%-14613F-HRTimeline
Farther Finance Advisors, LLC31,073$588K0.01%+4,16113F-HRTimeline
Prospect Financial Services LLC30,855$583K0.34%-16,40413F-HRTimeline
Acorn Wealth Advisors, LLC30,145$570K0.17%-50613F-HRTimeline
Activest Wealth Management29,982$567K0.11%+11413F-HRTimeline
PRIVATE TRUST CO NA29,932$566K0.05%013F-HRTimeline
CENTAURUS FINANCIAL, INC.29,881$565K0.03%-62913F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …29,827$564K0.01%+3,98413F-HRTimelineGroup
TrueWealth Advisors, LLC29,747$563K0.15%-3,40613F-HRTimeline
WBH ADVISORY INC29,023$549K0.04%+24613F-HRTimeline
Meridian Wealth Advisors, LLC29,000$548K0.08%013F-HRTimeline
MSH Capital Advisors LLC28,927$547K0.12%+1,13613F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.28,850$546K0.03%-10,72113F-HRTimelineGroup
Nelson Capital Management, LLC28,442$538K0.06%-2,64913F-HRTimeline
Barnes Wealth Management Group, Inc28,301$535K0.29%+29313F-HRTimeline
Madrona Financial Services, LLC27,712$524K0.11%-43913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP27,537$522K<0.01%-68413F-HR/ATimelineGroup
COMERICA BANK26,953$510K<0.01%+8,83013F-HRTimeline
WealthBridge Capital Management, LLC25,700$486K0.11%013F-HRTimeline
World Investment Advisors24,849$470K0.01%new13F-HR/ATimeline
Gotham Asset Management, LLC24,836$470K<0.01%+1,83713F-HRTimeline
Western Wealth Management, LLC24,791$469K0.02%+1,96213F-HRTimeline
SEGALL BRYANT & HAMILL, LLC24,599$465K0.01%-1,25313F-HRTimeline
FLC Capital Advisors23,403$443K0.08%013F-HRTimeline
IHT Wealth Management, LLC23,143$438K0.01%+2,78713F-HRTimeline
10Elms LLP23,010$435K0.4%new13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.22,569$427K0.28%+1,35413F-HRTimeline
Millington Financial Advisors, LLC21,994$424K0.19%-4,11013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC21,726$411K<0.01%013F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.21,450$406K0.01%-2,57513F-HRTimeline
Medallion Wealth Advisors, LLC21,117$399K0.13%-1,71313F-HRTimeline
Thompson David Blair20,931$396K0.23%13F-HRTimeline
RHS Financial, LLC20,925$396K0.19%-24,83413F-HRTimeline
Wealthfront Advisers LLC20,538$388K<0.01%+4,28913F-HRTimeline
BEACON FINANCIAL GROUP20,154$381K0.04%+31213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP19,591$370K<0.01%-1,32113F-HRTimelineGroup
Kane Co Wealth Management, Inc.19,410$367K0.32%13F-HRTimeline
WCG Wealth Advisors LLC19,386$367K0.01%-86213F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…18,729$354K0.01%-5,24713F-HRTimelineGroup
Foundations Investment Advisors, LLC18,442$349K<0.01%+2,14813F-HRTimeline
John W. Brooker & Co., CPAs18,191$344K0.62%new13F-HRTimeline
Austin Wealth Management, LLC17,791$343K0.05%+1,63913F-HRTimeline
WHITTIER TRUST CO17,445$336K<0.01%-113F-HRTimeline
Jaffetilchin Investment Partners, LLC17,754$336K0.02%+24513F-HRTimeline
AMG National Trust Bank17,588$333K0.01%013F-HRTimeline
TWO SIGMA SECURITIES, LLC16,930$320K0.04%new13F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC16,890$319K<0.01%new13F-HRTimeline
CFO4Life Group, LLC16,888$319K0.05%013F-HRTimeline
GeoWealth Management, LLC16,853$319K0.01%+40313F-HRTimeline
Firestone Capital Management16,691$316K0.07%-2,86813F-HRTimeline
Inscription Capital, LLC16,472$311K0.03%+25613F-HRTimeline
Allworth Financial LP16,446$311K<0.01%-33513F-HRTimeline
INVESTED ADVISORS16,397$310K0.32%new13F-HRTimeline
Cornerstone Wealth Management, LLC16,388$310K0.02%-4,31913F-HRTimeline
Focus Financial Network, Inc.15,597$296K0.01%+5513F-HRTimeline
RVW Wealth, LLC15,196$287K0.02%-5,60713F-HRTimeline
BLUEFIN CAPITAL MANAGEMENT, LLC15,159$287K0.08%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC15,001$284K0.01%+1,00113F-HRTimeline
Kohmann Bosshard Financial Services, LLC14,972$283K0.03%-4,19813F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC14,857$281K0.03%-4,53013F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS14,417$273K<0.01%+58213F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV14,296$270K0.05%-1,21113F-HRTimeline
Lewis Asset Management, LLC14,087$266K0.11%+8513F-HRTimeline
IFP Advisors, Inc13,801$261K0.01%-45613F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC13,798$261K<0.01%new13F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding13,468$255K+7,507Timeline
Indivisible Partners13,353$253K0.03%13F-HRTimeline
Sunbelt Securities, Inc.12,386$234K0.02%-2,64913F-HRTimeline
LANARK FINANCIAL, INC.12,322$233K0.02%+3,69813F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC12,175$230K<0.01%013F-HRTimelineGroup
Keystone Financial Group12,036$228K0.02%+18613F-HRTimeline
MIdWestOne Financial Group, Inc.12,000$227K0.03%013F-HRTimeline
HRT FINANCIAL LP11,655$220K<0.01%new13F-HRTimeline
Avior Wealth Management, LLC11,592$219K0.01%-26813F-HRTimeline
Cornerstone Select Advisors, LLC11,549$218K0.15%013F-HRTimeline
WealthPLAN Partners, LLC11,281$213K0.03%new13F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…10,770$204K0.01%013F-HRTimelineGroup
HF Advisory Group, LLC10,688$202K0.07%+36113F-HR/ATimeline