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PFFD GLOBAL X FDS

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US PFD ETF (fund)

Filings received so far for Q3 2026: 12 13F filers report a position in PFFD shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
COLLECTIVE FAMILY OFFICE LLC452,478$7.96M1.64%-324,73013F-HRTimeline
Sound Income Strategies, LLC221,221$3.87M0.17%-4,79613F-HRTimeline
Apella Capital, LLC176,502$3.09M0.04%-84,30513F-HRTimeline
Investors Research Corp62,527$1.1M0.19%-2,54913F-HRTimeline
Adams Asset Advisors, LLC43,530$766K0.08%+4,60513F-HRTimeline
Farther Finance Advisors, LLC38,772$682K<0.01%+4,53513F-HRTimeline
TrueWealth Advisors, LLC22,585$397K0.09%-4,36313F-HRTimeline
EASTERN BANK22,500$396K0.01%new13F-HRTimeline
RVW Wealth, LLC15,155$267K0.02%-4113F-HRTimeline
HF Advisory Group, LLC10,194$179K0.05%new13F-HRTimeline
CoreCap Advisors, LLC345$6.07K<0.01%-27713F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.7$127<0.01%013F-HRTimelineGroup