PFFD

Global X US Preferred ETFETF
UnclassifiedUSCUSIP 37954Y657◍ Confluence graph
Tracked 13F Holders
259
-69 QoQ
13F Value (tracked)
$1.2B
13F Moves · latest Q
30 added
15 trimmed
Recent Filings
0

Who owns PFFD?

259 tracked 13F filers

259 tracked 13F filers disclose a position in PFFD as of the latest SEC 13F filings, a combined $1.2B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1Orgel Wealth Management, LLC
$127.6M
6.8M
−3.1%
Reduced · −220K sh
Q2 2026
2BANK OF AMERICA CORP /DE/
$97.6M
5.3M
−12%
Reduced · −706K sh
Q1 2026
3LPL Financial LLC
$66.4M
3.6M
−6.1%
Reduced · −235K sh
Q1 2026
4Global X Japan Co., Ltd.
$62.9M
3.4M
New
+3.4M sh
Q1 2026
5MORGAN STANLEY
$52.7M
2.9M
−3.6%
Reduced · −107K sh
Q1 2026
6WELLS FARGO & COMPANY/MN
$47.1M
2.6M
−4.3%
Reduced · −116K sh
Q1 2026
7ENVESTNET ASSET MANAGEMENT INC
$41.4M
2.2M
+34%
Added · +573K sh
Q1 2026
8Lido Advisors, LLC
$32.3M
1.7M
+5.1%
Added · +83K sh
Q2 2026
9SUSQUEHANNA INTERNATIONAL GROUP, LLP
$29.1M
1.6M
44×
Added · +1.5M sh
Q1 2026
10FUKOKU MUTUAL LIFE INSURANCE CO
$29.0M
1.6M
Held
Q2 2026
11NEW YORK LIFE INVESTMENT MANAGEMENT LLC
$25.9M
1.4M
+4.6%
Added · +62K sh
Q2 2026
12State of Wisconsin - Board of Commissioners of Public Lands
$25.1M
1.3M
Held
Q2 2026
13RATIONAL ADVISORS, INC.
$23.6M
1.3M
+1.0%
Added · +13K sh
Q2 2026
14Cetera Investment Advisers
$23.1M
1.3M
+17%
Added · +183K sh
Q1 2026
15Columbus Macro, LLC
$21.0M
1.1M
+22%
Added · +202K sh
Q2 2026
16SEI INVESTMENTS CO
$20.5M
1.1M
+12%
Added · +123K sh
Q1 2026
17Tiller Private Wealth, Inc.
$19.5M
1.0M
+5.3%
Added · +52K sh
Q2 2026
18Creative Planning
$19.1M
1.0M
+1.2%
Added · +12K sh
Q1 2026
19ASSETMARK, INC
$17.6M
943K
+9.4%
Added · +81K sh
Q2 2026
20MERCER GLOBAL ADVISORS INC /ADV
$15.9M
863K
−38%
Reduced · −539K sh
Q1 2026
21COLLECTIVE FAMILY OFFICE LLC
$14.5M
777K
+11%
Added · +80K sh
Q2 2026
22MAI Capital Management
$13.2M
720K
+4.7%
Added · +32K sh
Q1 2026
23Steward Partners Investment Advisory, LLC
$13.4M
719K
+4.8%
Added · +33K sh
Q2 2026
24UBS Group AG
$12.4M
676K
−4.0%
Reduced · −28K sh
Q1 2026
25MML INVESTORS SERVICES, LLC
$12.0M
640K
+54%
Added · +225K sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is PFFD being bought or sold by institutions?

Last quarter, 3 funds opened a new position in PFFD and 27 added to an existing one, while 15 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
3
funds
Added
27
funds
Reduced
15
funds
Exited
0
funds

Funds that own PFFD also own

CompanyCo-held byCombined value
APPLE INCAAPL141 funds$22.3B
MICROSOFT CORPMSFT141 funds$15.8B
AMAZON.COM INCAMZN139 funds$13.3B
JPMORGAN CHASE & COJPM139 funds$5.5B
NVIDIA CORPNVDA138 funds$27.3B
ALPHABET INC-CL AGOOGL138 funds$10.4B
ALPHABET INC-CL CGOOG136 funds$8.0B
SS SPDR S&P 500 ETF TRUST-USSPY134 funds$11.8B
BERKSHIRE HATHAWAY INC-CL BBRK/B133 funds$4.7B
ABBVIE INCABBV133 funds$2.3B
META PLATFORMS INC-CLASS AMETA132 funds$7.0B
ELI LILLY & COLLY132 funds$4.4B

Ranked by how many of PFFD's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

184 funds-8 since Q3 2024
0127253Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $576.5M

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Keep exploring

Connected entities for PFFD

Browse more

Build

Ask your agent what changed in PFFD

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/PFFD/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for PFFD.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for PFFD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.