PFFD Institutional Ownership & Shareholders
GLOBAL X US PREFERRED ETF (PFFD) is currently held by 270 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.13B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Orgel Wealth Management, Llc is currently the largest disclosed institutional shareholder of PFFD tracked by InsiderSet, reporting ownership valued at approximately $121.92M in its September 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 $117.56M, representing an estimated loss of -3.58% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 51% 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
270
Total Reported Value
$1.13B
Largest Holder
Orgel Wealth Management, Llc
Largest Position
$121.92M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
28
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Orgel Wealth Management, Llc | 2.30% | 6,927,424 | $121,922,663 | $117,558,385 | -$4,364,278 | -3.58% | |
| Bank Of America Corp | 0.01% | 5,082,251 | $94,987,264 | $86,245,799 | -$8,741,465 | -9.20% | |
| Lpl Financial Llc | 0.01% | 3,399,971 | $63,545,441 | $57,697,508 | -$5,847,933 | -9.20% | |
| Global X Japan Co., Ltd. | 2.50% | 3,491,508 | $61,450,541 | $59,250,891 | -$2,199,650 | -3.58% | |
| Morgan Stanley | 0.00% | 2,797,268 | $52,280,957 | $47,469,638 | -$4,811,319 | -9.20% | |
| Wells Fargo & Company/Mn | 0.01% | 2,526,830 | $47,226,442 | $42,880,305 | -$4,346,137 | -9.20% | |
| Envestnet Asset Management Inc | 0.01% | 2,522,498 | $47,145,494 | $42,806,791 | -$4,338,703 | -9.20% | |
| Lido Advisors, Llc | 0.12% | 1,726,148 | $32,261,711 | $29,292,732 | -$2,968,979 | -9.20% | |
| Fukoku Mutual Life Insurance Co | 1.69% | 1,551,000 | $28,988,190 | $26,320,470 | -$2,667,720 | -9.20% | |
| Cetera Investment Advisers | 0.03% | 1,472,675 | $27,524,287 | $24,991,295 | -$2,532,992 | -9.20% | |
| New York Life Investment Management Llc | 0.18% | 1,387,155 | $25,925,927 | $23,540,020 | -$2,385,907 | -9.20% | |
| Sei Investments Co | 0.02% | 1,269,010 | $23,717,680 | $21,535,100 | -$2,182,580 | -9.20% | |
| State Of Wisconsin - Board Of Commissioners Of Public Lands | 13.85% | 1,341,305 | $23,606,968 | $22,761,946 | -$845,022 | -3.58% | |
| Rational Advisors, Inc. | 2.16% | 1,262,475 | $23,595,658 | $21,424,201 | -$2,171,457 | -9.20% | |
| Modern Wealth Management, Llc | 0.24% | 1,087,805 | $20,331,075 | $18,460,051 | -$1,871,024 | -9.20% | |
| Tiller Private Wealth, Inc. | 5.90% | 1,071,515 | $18,858,671 | $18,183,610 | -$675,061 | -3.58% | |
| Alphastar Capital Management, Llc | 1.12% | 1,065,601 | $18,754,585 | $18,083,249 | -$671,336 | -3.58% | |
| Bessemer Group Inc | 0.03% | 1,001,871 | $18,725,000 | $17,001,751 | -$1,723,249 | -9.20% | |
| Assetmark, Inc | 0.03% | 937,855 | $16,506,248 | $15,915,399 | -$590,849 | -3.58% | |
| Mai Capital Management | 0.06% | 854,288 | $15,966,636 | $14,497,267 | -$1,469,369 | -9.20% | |
| Steward Partners Investment Advisory, Llc | 0.07% | 718,622 | $13,431,039 | $12,195,015 | -$1,236,024 | -9.20% | |
| Raymond James Financial Inc | 0.00% | 665,418 | $12,436,673 | $11,292,143 | -$1,144,530 | -9.20% | |
| Ubs Group Ag | 0.00% | 663,805 | $12,406,515 | $11,264,771 | -$1,141,744 | -9.20% | |
| Mml Investors Services, Llc | 0.02% | 640,241 | $11,966,105 | $10,864,890 | -$1,101,215 | -9.20% | |
| Naples Global Advisors, Llc | 0.73% | 632,112 | $11,814,178 | $10,726,941 | -$1,087,237 | -9.20% | |
| Royal Bank Of Canada | 0.00% | 571,981 | $10,690,000 | $9,706,518 | -$983,482 | -9.20% | |
| Conning Inc. | 0.31% | 580,200 | $10,211,520 | $9,845,994 | -$365,526 | -3.58% | |
| Mirae Asset Global Etfs Holdings Ltd. | 0.01% | 476,029 | $8,896,982 | $8,078,212 | -$818,770 | -9.20% | |
| Collective Family Office Llc | 1.64% | 452,478 | $7,963,618 | $7,678,552 | -$285,066 | -3.58% | |
| Prairiewood Capital, Llc | 1.93% | 434,814 | $7,652,726 | $7,378,794 | -$273,932 | -3.58% | |
| Ameriprise Financial Inc | 0.00% | 394,586 | $7,366,948 | $6,696,124 | -$670,824 | -9.11% | |
| Mercer Global Advisors Inc | 0.01% | 365,711 | $6,835,139 | $6,206,116 | -$629,023 | -9.20% | |
| Aire Advisors, Llc | 1.11% | 387,709 | $6,823,682 | $6,579,422 | -$244,260 | -3.58% | |
| Kestra Advisory Services, Llc | 0.02% | 357,909 | $6,689,318 | $6,073,716 | -$615,602 | -9.20% | |
| Texas Yale Capital Corp. | 0.14% | 336,642 | $6,291,845 | $5,712,815 | -$579,030 | -9.20% | |
| Plan Group Financial, Llc | 1.23% | 365,163 | $6,277,158 | $6,196,816 | -$80,342 | -1.28% | |
| Wealthtrust Axiom Llc | 1.34% | 321,568 | $6,010,100 | $5,457,009 | -$553,091 | -9.20% | |
| Thrivent Financial For Lutherans | 0.01% | 317,639 | $5,937,000 | $5,390,334 | -$546,666 | -9.21% | |
| Cordoba Advisory Partners Llc | 0.71% | 326,313 | $5,743,109 | $5,537,532 | -$205,577 | -3.58% | |
| Carnegie Investment Counsel | 0.11% | 312,255 | $5,495,688 | $5,298,967 | -$196,721 | -3.58% | |
| Bnp Paribas Financial Markets | 0.00% | 262,359 | $4,903,490 | $4,452,232 | -$451,258 | -9.20% | |
| First Interstate Bank | 0.25% | 271,170 | $4,772,592 | $4,601,755 | -$170,837 | -3.58% | |
| Sws Partners | 0.85% | 225,555 | $3,969,761 | $3,827,668 | -$142,093 | -3.58% | |
| Osaic Holdings, Inc. | 0.00% | 209,229 | $3,910,635 | $3,550,616 | -$360,019 | -9.21% | |
| Sound Income Strategies, Llc | 0.17% | 221,221 | $3,866,936 | $3,754,120 | -$112,816 | -2.92% | |
| Cibc World Market Inc. | 0.01% | 206,182 | $3,853,542 | $3,498,909 | -$354,633 | -9.20% | |
| Fifth Third Securities, Inc. | 0.18% | 205,444 | $3,615,823 | $3,486,385 | -$129,438 | -3.58% | |
| Baird Financial Group, Inc. | 0.00% | 179,600 | $3,356,724 | $3,047,812 | -$308,912 | -9.20% | |
| Advisory Services Network, Llc | 0.04% | 171,917 | $3,213,120 | $2,917,431 | -$295,689 | -9.20% | |
| Sbi Securities Co., Ltd. | 0.07% | 180,737 | $3,180,971 | $3,067,107 | -$113,864 | -3.58% |
Frequently asked questions about PFFD
Who are the largest institutional holders of PFFD?
The largest institutional holders of PFFD reported in the latest SEC Form 13F filings include Orgel Wealth Management, Llc, Bank Of America Corp, Lpl Financial Llc, Global X Japan Co., Ltd., and Morgan Stanley. InsiderSet ranks institutional holders by their latest reported PFFD position.
What is PFFD institutional ownership?
This page tracks PFFD positions reported by institutional investment managers through SEC Form 13F. GLOBAL X US PREFERRED ETF (PFFD) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PFFD?
InsiderSet currently tracks 270 institutional managers reporting PFFD holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of PFFD shareholders.
How much PFFD stock do institutions own?
Institutional investment managers disclosed approximately $1.13B in PFFD holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PFFD institutional ownership last updated?
The latest PFFD institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional PFFD holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its PFFD position after the reporting date.
Are institutions buying or selling PFFD?
Institutional buying and selling can be analyzed by comparing PFFD positions across consecutive 13F reporting periods. InsiderSet's PFFD Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PFFD ownership changes.
How has PFFD institutional ownership changed over time?
InsiderSet tracks PFFD institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.