GLOBAL X US PREFERRED ETF (PFFD) Institutional Shareholders
GLOBAL X US PREFERRED ETF (PFFD) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $1.19B in PFFD holdings during the latest filing period.
Orgel Wealth Management, Llc is currently the largest disclosed institutional shareholder of PFFD tracked by InsiderSet, reporting ownership valued at approximately $127.58M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $123.28M, representing an estimated loss of -3.37% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 49% of the total disclosed PFFD value among the investors covered in this analysis. Major shareholders include Orgel Wealth Management, Llc, Bank Of America Corp, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in GLOBAL X US PREFERRED ETF (PFFD).
This page ranks the largest institutional PFFD shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
267
Total Reported Value
$1.19B
Largest Holder
Orgel Wealth Management, Llc
Largest Position
$127.58M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
40
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Orgel Wealth Management, Llc | 2.42% | 6,826,192 | $127,581,528 | $123,281,028 | -$4,300,500 | -3.37% | |
| Bank Of America Corp | 0.01% | 5,082,251 | $94,987,264 | $91,785,453 | -$3,201,811 | -3.37% | |
| Lpl Financial Llc | 0.01% | 3,399,971 | $63,545,441 | $61,403,476 | -$2,141,965 | -3.37% | |
| Global X Japan Co., Ltd. | 2.26% | 3,283,546 | $61,369,475 | $59,300,841 | -$2,068,634 | -3.37% | |
| Morgan Stanley | 0.00% | 2,797,268 | $52,280,957 | $50,518,660 | -$1,762,297 | -3.37% | |
| Wells Fargo & Company/Mn | 0.01% | 2,526,830 | $47,226,442 | $45,634,550 | -$1,591,892 | -3.37% | |
| Envestnet Asset Management Inc | 0.01% | 2,522,498 | $47,145,494 | $45,556,314 | -$1,589,180 | -3.37% | |
| Lido Advisors, Llc | 0.12% | 1,726,148 | $32,261,711 | $31,174,233 | -$1,087,478 | -3.37% | |
| Fukoku Mutual Life Insurance Co | 1.69% | 1,551,000 | $28,988,190 | $28,011,060 | -$977,130 | -3.37% | |
| Cetera Investment Advisers | 0.03% | 1,472,675 | $27,524,287 | $26,596,510 | -$927,777 | -3.37% | |
| New York Life Investment Management Llc | 0.18% | 1,387,155 | $25,925,927 | $25,052,019 | -$873,908 | -3.37% | |
| State Of Wisconsin - Board Of Commissioners Of Public Lands | 16.41% | 1,341,305 | $25,068,990 | $24,223,968 | -$845,022 | -3.37% | |
| Sei Investments Co | 0.02% | 1,269,010 | $23,717,680 | $22,918,321 | -$799,359 | -3.37% | |
| Rational Advisors, Inc. | 2.16% | 1,262,475 | $23,595,658 | $22,800,299 | -$795,360 | -3.37% | |
| Columbus Macro, Llc | 2.04% | 1,121,532 | $20,961,434 | $20,254,868 | -$706,566 | -3.37% | |
| Modern Wealth Management, Llc | 0.24% | 1,087,805 | $20,331,075 | $19,645,758 | -$685,317 | -3.37% | |
| Tiller Private Wealth, Inc. | 6.10% | 1,042,759 | $19,489,163 | $18,832,228 | -$656,935 | -3.37% | |
| Bessemer Group Inc | 0.03% | 1,001,871 | $18,725,000 | $18,093,790 | -$631,210 | -3.37% | |
| Assetmark, Inc | 0.03% | 943,083 | $17,626,221 | $17,032,079 | -$594,142 | -3.37% | |
| Mai Capital Management | 0.06% | 854,288 | $15,966,636 | $15,428,441 | -$538,195 | -3.37% | |
| Collective Family Office Llc | 2.97% | 777,208 | $14,526,018 | $14,036,376 | -$489,642 | -3.37% | |
| Steward Partners Investment Advisory, Llc | 0.07% | 718,622 | $13,431,039 | $12,978,313 | -$452,726 | -3.37% | |
| Raymond James Financial Inc | 0.00% | 665,418 | $12,436,673 | $12,017,449 | -$419,224 | -3.37% | |
| Ubs Group Ag | 0.00% | 663,805 | $12,406,515 | $11,988,318 | -$418,197 | -3.37% | |
| Mml Investors Services, Llc | 0.02% | 640,241 | $11,966,105 | $11,562,752 | -$403,353 | -3.37% | |
| Naples Global Advisors, Llc | 0.73% | 632,112 | $11,814,178 | $11,415,943 | -$398,235 | -3.37% | |
| Exchange Traded Concepts, Llc | 0.06% | 605,218 | $11,311,524 | $10,930,237 | -$381,287 | -3.37% | |
| Ocean Park Asset Management, Llc | 0.54% | 605,218 | $11,311,524 | $10,930,237 | -$381,287 | -3.37% | |
| Conning Inc. | 0.32% | 580,200 | $10,843,938 | $10,478,412 | -$365,526 | -3.37% | |
| Royal Bank Of Canada | 0.00% | 571,981 | $10,690,000 | $10,329,977 | -$360,023 | -3.37% | |
| Alphastar Capital Management, Llc | 0.59% | 496,591 | $9,281,288 | $8,968,433 | -$312,855 | -3.37% | |
| Carnegie Investment Counsel | 0.18% | 497,028 | $9,145,315 | $8,976,326 | -$168,989 | -1.85% | |
| Mirae Asset Global Etfs Holdings Ltd. | 0.01% | 476,029 | $8,896,982 | $8,597,084 | -$299,898 | -3.37% | |
| Prairiewood Capital, Llc | 1.93% | 397,610 | $7,431,331 | $7,180,837 | -$250,494 | -3.37% | |
| Ameriprise Financial Inc | 0.00% | 394,586 | $7,366,948 | $7,126,223 | -$240,725 | -3.27% | |
| Mercer Global Advisors Inc | 0.01% | 365,711 | $6,835,139 | $6,604,741 | -$230,398 | -3.37% | |
| Aire Advisors, Llc | 1.10% | 362,142 | $6,768,425 | $6,540,285 | -$228,140 | -3.37% | |
| Kestra Advisory Services, Llc | 0.02% | 357,909 | $6,689,318 | $6,463,837 | -$225,481 | -3.37% | |
| Texas Yale Capital Corp. | 0.14% | 336,642 | $6,291,845 | $6,079,755 | -$212,090 | -3.37% | |
| Plan Group Financial, Llc | 1.27% | 327,939 | $6,129,182 | $5,922,578 | -$206,604 | -3.37% | |
| Wealthtrust Axiom Llc | 1.34% | 321,568 | $6,010,100 | $5,807,518 | -$202,582 | -3.37% | |
| First Interstate Bank | 0.31% | 321,320 | $6,005,471 | $5,803,039 | -$202,432 | -3.37% | |
| Thrivent Financial For Lutherans | 0.01% | 317,639 | $5,937,000 | $5,736,560 | -$200,440 | -3.38% | |
| Park Avenue Securities Llc | 0.03% | 290,163 | $5,423,000 | $5,240,344 | -$182,656 | -3.37% | |
| Sws Partners | 1.13% | 278,848 | $5,211,668 | $5,035,995 | -$175,673 | -3.37% | |
| Bnp Paribas Financial Markets | 0.00% | 262,359 | $4,903,490 | $4,738,204 | -$165,286 | -3.37% | |
| Apella Capital, Llc | 0.07% | 260,807 | $4,864,059 | $4,710,174 | -$153,885 | -3.16% | |
| Sound Income Strategies, Llc | 0.19% | 226,017 | $4,224,253 | $4,081,867 | -$142,386 | -3.37% | |
| Osaic Holdings, Inc. | 0.00% | 209,229 | $3,910,635 | $3,778,676 | -$131,959 | -3.37% | |
| Cibc World Market Inc. | 0.01% | 206,182 | $3,853,542 | $3,723,647 | -$129,895 | -3.37% |
Frequently asked questions about PFFD
Who owns the most PFFD stock?
The largest holders of PFFD are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for GLOBAL X US PREFERRED ETF (PFFD).
Is PFFD widely held by superinvestors?
Many widely followed stocks like PFFD appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PFFD is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.