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Disclosery

PFFD GLOBAL X FDS

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US PFD ETF (fund)

277 managers (283 13F filers) reported a position in PFFD shares at 2026-03-31, 65,375,242 shares in all. 30 filers opened a position and 24 filers sold out during the quarter.

Managers
277
13F filers
283
New
30
Added
106
Reduced
93
Sold out
24
Shares held by filers
65,375,242

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Orgel Wealth Management, LLC7,045,871$130M2.79%-324,39713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/5,305,892$97.6M0.01%-706,13513F-HRTimelineGroup
LPL Financial LLC3,610,103$66.4M0.02%-235,17113F-HRTimeline
Global X Japan Co., Ltd.3,418,081$62.9M3.23%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,861,716$52.7M<0.01%-106,63613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,560,241$47.1M0.01%-115,98113F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,290,453$42.1M+574,123Timeline
Lido Advisors, LLCin group Lido Advisors, LLC1,642,883$30.2M0.12%+117,62513F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…1,582,717$29.1M0.04%+1,546,73613F-HRTimelineGroup
FUKOKU MUTUAL LIFE INSURANCE Co1,551,000$28.5M1.87%013F-HRTimeline
State of Wisconsin - Board of Commissio…1,341,305$24.7M16.25%013F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…1,325,577$24.4M0.21%-367,89013F-HRTimelineGroup
Cetera Investment Advisers1,254,426$23.1M0.02%+182,97913F-HRTimeline
RATIONAL ADVISORS, INC.1,249,820$23M2.35%+200,28313F-HRTimeline
Flaharty Asset Management, LLC1,145,766$21.1M2.62%+22,82713F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO1,116,743$20.5M0.02%+123,36213F-HRTimelineGroup
Creative Planningin group Creative Planning1,038,341$19.1M0.01%+11,98513F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC1,001,871$18.4M0.03%new13F-HRTimelineGroup
Tiller Private Wealth, Inc.990,412$18.2M6.48%+28,86513F-HRTimeline
Columbus Macro, LLC919,406$16.9M1.81%+167,90713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV862,915$15.9M0.02%-538,50913F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC862,293$15.9M0.03%+9,91213F-HRTimelineGroup
MAI Capital Management719,883$13.2M0.08%+32,43713F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC697,288$12.8M2.89%+89,91213F-HRTimeline
Steward Partners Investment Advisory, L…685,457$12.6M0.06%+17,38113F-HRTimeline
UBS Group AGin group UBS Group AG675,763$12.4M<0.01%-27,90713F-HRTimelineGroup
NAPLES GLOBAL ADVISORS, LLC592,095$10.9M0.79%+56,22913F-HRTimeline
CONNING INC.in group CONNING INC.580,200$10.7M0.35%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA575,448$10.6M<0.01%-147,37113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC565,389$10.4M<0.01%+106,64013F-HRTimelineGroup
Carnegie Investment Counsel497,028$9.15M0.18%+102,32013F-HRTimeline
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding491,743$9.05M+57,589Timeline
Kestra Advisory Services, LLCgroup of 3 filers holding426,409$7.85M-325Timeline
MML INVESTORS SERVICES, LLC415,612$7.65M0.02%-55,07913F-HRTimeline
Prairiewood Capital, LLC402,800$7.41M2.14%+16,39913F-HRTimeline
AlphaStar Capital Management, LLC382,928$7.05M0.52%+80,92113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC376,775$6.93M<0.01%-89,15713F-HR/ATimelineGroup
Texas Yale Capital Corp.351,378$6.47M0.18%+10,78813F-HRTimeline
AIRE ADVISORS, LLC348,970$6.42M1.17%+15,97913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC336,564$6.19M0.05%-70,28513F-HRTimelineGroup
WealthTrust Axiom LLC329,514$6.06M1.49%+2,44713F-HRTimeline
SWS Partners314,551$5.79M1.43%+13,47313F-HRTimeline
Plan Group Financial, LLC307,627$5.66M1.33%+22,26913F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS305,456$5.62M<0.01%-91,10013F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…294,844$5.42M0.01%new13F-HRTimelineGroup
Apella Capital, LLC283,436$5.37M0.08%-11,23813F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV253,450$4.66M4%+17,29613F-HRTimeline
HighTower Advisors, LLC232,706$4.28M<0.01%-18,33913F-HRTimeline
Sound Income Strategies, LLC230,743$4.24M0.2%-11,97813F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding225,393$4.15M+41,467Timeline
Independent Advisor Alliance208,586$3.84M0.04%new13F-HRTimeline
First Interstate Bank204,730$3.77M0.21%+26,13813F-HRTimeline
Blue Edge Capital, LLC201,465$3.71M0.49%+7,71813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.182,964$3.37M<0.01%+53,93113F-HRTimelineGroup
SBI Securities Co., Ltd.182,294$3.35M0.09%-10,11813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.181,630$3.34M0.01%new13F-HRTimelineGroup
Advisory Services Network, LLC172,425$3.17M0.04%+10,61413F-HRTimeline
&PARTNERS160,585$2.93M0.01%+24,21013F-HRTimeline
AlphaCore Capital LLC157,752$2.9M0.07%+6,00413F-HRTimeline
Robertson Stephens Wealth Management, L…152,418$2.8M0.08%-43,11513F-HRTimeline
WealthPlan Investment Management, LLC142,850$2.63M0.15%+22,01813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO140,865$2.57M<0.01%+7,25413F-HR/ATimelineGroup
Summit Financial, LLC131,995$2.43M0.03%+3,69313F-HRTimeline
FF Advisors,LLC126,516$2.41M0.98%+5,94713F-HRTimeline
Private Advisor Group, LLC130,441$2.4M0.01%-13,47913F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC125,979$2.32M0.26%+3,38413F-HRTimeline
Gladstone Institutional Advisory LLC125,549$2.31M0.09%+5,52013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…120,946$2.23M0.04%-14,97413F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC119,936$2.21M<0.01%+67,57713F-HRTimelineGroup
Crews Bank & Trust119,515$2.2M0.32%-90013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.115,824$2.13M0.02%-7,90813F-HRTimelineGroup
Trajan Wealth LLC113,522$2.09M0.08%+7,69313F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.113,328$2.09M<0.01%13F-HRTimelineGroup
Waverly Advisors, LLC113,136$2.08M0.02%+17,59613F-HRTimeline
Janney Montgomery Scott LLC109,350$2.01M<0.01%+43,21113F-HRTimeline
CWM, LLCin group CWM, LLC108,284$1.99M0.01%-1,318,21713F-HRTimelineGroup
Hegarty Advisors, LLC100,740$1.85M1.46%+1,78513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…98,645$1.82M<0.01%-8,17213F-HRTimeline
Cyndeo Wealth Partners, LLC98,178$1.81M0.1%+12,20613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.90,529$1.71M0.01%+13,41213F-HRTimelineGroup
Prepared Retirement Institute LLC89,830$1.65M0.82%-5,12213F-HR/ATimeline
Traub Capital Management LLC87,135$1.6M1.59%-20,68813F-HRTimeline
CIBC WORLD MARKET INC.86,600$1.59M<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC80,653$1.48M0.02%+1,27013F-HRTimelineGroup
Eagle Strategies LLC79,705$1.47M0.18%+7,77413F-HRTimeline
Vestmark Advisory Solutions, Inc.79,595$1.46M0.02%+5,03113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC77,626$1.43M0.03%+2,61013F-HRTimelineGroup
NewEdge Advisors, LLC75,195$1.38M<0.01%-10,20813F-HR/ATimeline
Cambridge Investment Research Advisors,…74,851$1.38M<0.01%-38,23413F-HRTimeline
Advisors Capital Management, LLC74,531$1.37M0.02%+4,79513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…71,062$1.31M<0.01%-89,09113F-HRTimelineGroup
Unison Advisors LLC69,644$1.28M0.1%+2,19913F-HRTimeline
PLIMOTH TRUST CO LLC69,538$1.28M0.29%+1,20413F-HRTimeline
Investors Research Corp69,497$1.28M0.24%-2,36613F-HRTimeline
Objective Capital Management, LLC67,130$1.24M1.25%+19,37213F-HRTimeline
Mutual Advisors, LLC62,949$1.16M0.02%-13,79313F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC61,865$1.14M0.02%+61,81413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…59,653$1.1M<0.01%-1,41613F-HRTimelineGroup
NWAM LLC59,371$1.09M0.06%+4,09613F-HRTimeline
Grey Ledge Advisors, LLC58,360$1.07M0.24%-15,95913F-HRTimeline
Alteri Wealth LLC57,121$1.05M0.34%+3,66713F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd56,300$1.04M0.01%+4,39413F-HRTimelineGroup
Gerber Kawasaki Wealth & Investment Man…55,606$1.02M0.03%-75,93313F-HRTimeline
Mariner, LLCin group Mariner, LLC55,447$1.02M<0.01%-6,39113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC55,350$1.02M<0.01%-4813F-HRTimeline
L & S Advisors Inc53,256$980K0.12%+2,72713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS53,166$978K<0.01%+38,74913F-HRTimeline
DUNCKER STREETT & CO INC52,959$974K0.19%-80313F-HRTimeline
Triumph Capital Management46,968$864K0.18%+1,61813F-HRTimeline
Syntegra Private Wealth Group, LLC45,562$838K0.08%+1,91113F-HRTimeline
David Kennon Inc43,504$800K0.29%-176,05013F-HRTimeline
CENTRAL TRUST Co42,935$790K0.02%+8,12213F-HRTimeline
APPLETON PARTNERS INC/MA42,309$778K0.05%-13,22713F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding41,975$772K-26,212Timeline
SCOTIA CAPITAL INC.39,342$724K<0.01%+4,64413F-HRTimeline
Adams Asset Advisors, LLC39,294$723K0.08%-10,15813F-HRTimeline
BEACON FINANCIAL GROUP37,811$696K0.07%+17,65713F-HRTimeline
American Institute for Advanced Investm…37,448$689K0.45%+86513F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.36,991$681K0.17%013F-HRTimeline
FIRST CITIZENS BANK & TRUST CO34,875$642K0.01%+1,40513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …34,457$634K0.01%+4,63013F-HRTimelineGroup
WBH ADVISORY INC33,915$624K0.05%+4,89213F-HRTimeline
Collaborative Wealth Managment Inc.32,294$594K0.27%-160,27413F-HRTimeline
Merit Financial Group, LLC31,818$585K<0.01%-1,73413F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE31,700$583K0.09%new13F-HRTimeline
Trinity Legacy Partners, LLC30,669$581K0.13%-1,49313F-HRTimeline
FIRST MANHATTAN CO. LLC.30,965$570K<0.01%new13F-HRTimeline
John W. Brooker & Co., CPAs30,643$564K0.89%+12,45213F-HRTimeline
Farther Finance Advisors, LLC30,530$561K0.01%-54313F-HRTimeline
Perigon Wealth Management, LLC30,085$554K0.01%-1,34513F-HRTimeline
Acorn Wealth Advisors, LLC29,915$550K0.16%-23013F-HRTimeline
WEBSTER BANK, N. A.29,870$550K0.05%+28,99013F-HRTimeline
MSH Capital Advisors LLC29,164$537K0.11%+23713F-HRTimeline
Meridian Wealth Advisors, LLC29,000$534K0.07%013F-HRTimeline
CENTAURUS FINANCIAL, INC.28,892$532K0.03%-98913F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.28,819$530K0.03%-3113F-HRTimelineGroup
PRIVATE TRUST CO NA28,732$529K0.05%-1,20013F-HRTimeline
TrueWealth Advisors, LLC27,245$501K0.13%-2,50213F-HRTimeline
OpenArc Corporate Advisory, LLC26,433$486K0.01%new13F-HRTimeline
WealthBridge Capital Management, LLC25,700$473K0.11%013F-HRTimeline
AMG National Trust Bank25,688$473K0.01%+8,10013F-HRTimeline
Gotham Asset Management, LLC25,550$470K<0.01%+71413F-HRTimeline
Accel Wealth Management25,324$466K0.12%-7,35713F-HRTimeline
1620 INVESTMENT ADVISORS, INC.24,738$455K0.31%+2,16913F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth24,403$449K<0.01%-8,92413F-HRTimelineGroup
Western Wealth Management, LLC24,082$443K0.02%-70913F-HR/ATimeline
SEGALL BRYANT & HAMILL, LLC23,391$430K0.01%-1,20813F-HR/ATimeline
World Investment Advisors23,024$424K0.01%-1,82513F-HRTimeline
10Elms LLP23,010$423K0.27%013F-HRTimeline
Activest Wealth Management22,929$422K0.07%-7,05313F-HRTimeline
Millington Financial Advisors, LLC22,095$421K0.18%+10113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC22,637$417K<0.01%new13F-HRTimelineGroup
IHT Wealth Management, LLC22,602$416K0.01%-54113F-HRTimeline
Prospect Financial Services LLC22,255$409K0.25%-8,60013F-HRTimeline
Nelson Capital Management, LLC22,219$409K0.05%-6,22313F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC21,726$400K<0.01%013F-HRTimelineGroup
Note Advisors, LLC21,416$394K0.2%-123,76813F-HRTimeline
Hennion & Walsh Asset Management, Inc.21,405$394K0.01%-4513F-HRTimeline
Savvy Advisors, Inc.21,037$387K0.01%new13F-HRTimeline
Cornerstone Wealth, LLC/TN20,201$384K0.22%13F-HRTimeline
Austin Wealth Management, LLC20,758$383K0.09%+2,96713F-HRTimeline
Thompson David Blair20,533$378K0.22%-39813F-HRTimeline
Medallion Wealth Advisors, LLC20,046$369K0.12%-1,07113F-HRTimeline
FLC Capital Advisors19,922$367K0.07%-3,48113F-HRTimeline
Barnes Wealth Management Group, Inc19,744$363K0.18%-8,55713F-HRTimeline
Jaffetilchin Investment Partners, LLC19,513$359K0.02%+1,75913F-HRTimeline
Kane Co Wealth Management, Inc.19,410$357K0.3%013F-HRTimeline
WCG Wealth Advisors LLC19,409$357K0.01%+2313F-HRTimeline
Gateway Wealth Partners, LLC18,712$344K0.01%new13F-HRTimeline
TWO SIGMA SECURITIES, LLC18,562$342K0.04%+1,63213F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…18,555$341K0.01%-17413F-HRTimelineGroup
Wealthfront Advisers LLC17,269$318K<0.01%-3,26913F-HRTimeline
CFO4Life Group, LLC16,888$311K0.05%013F-HRTimeline
Inscription Capital, LLC16,731$308K0.03%+25913F-HRTimeline
GeoWealth Management, LLC16,681$307K0.01%-17213F-HRTimeline
Allworth Financial LP16,446$303K<0.01%013F-HRTimeline
INVESTED ADVISORS16,408$302K0.3%+1113F-HRTimeline
Indivisible Partners15,933$293K0.03%+2,58013F-HRTimeline
Foundations Investment Advisors, LLC15,917$293K<0.01%-2,52513F-HRTimeline
Focus Financial Network, Inc.15,472$285K0.01%-12513F-HRTimeline
RVW Wealth, LLC15,196$280K0.02%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC14,972$275K0.03%013F-HR/ATimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP14,935$275K<0.01%-4,65613F-HRTimelineGroup
Cornerstone Wealth Management, LLC14,863$273K0.01%-1,52513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC14,175$261K0.01%-82613F-HR/ATimeline
Ameritas Investment Partners, Inc.group of 2 filers holding14,020$258K+552Timeline
Lewis Asset Management, LLC13,945$257K0.1%-14213F-HRTimeline
RHS Financial, LLC13,794$254K0.12%-7,13113F-HRTimeline
Madrona Financial Services, LLC13,617$251K0.05%-14,09513F-HRTimeline
WHITTIER TRUST CO13,513$250K<0.01%-3,93213F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC13,563$250K<0.01%new13F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC13,277$244K0.02%-1,58013F-HRTimelineGroup
ASHTON THOMAS SECURITIES, LLC12,820$236K0.03%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…12,557$231K<0.01%+2,24313F-HRTimelineGroup
Avior Wealth Management, LLC12,546$231K0.01%+95413F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV12,231$225K0.04%-2,06513F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC12,175$224K<0.01%013F-HRTimelineGroup
Keystone Financial Group12,042$222K0.02%+613F-HRTimeline
Sunbelt Securities, Inc.11,550$213K0.01%-83613F-HRTimeline
IFP Advisors, Inc11,339$209K<0.01%-2,46213F-HRTimeline