PFFD · Global X U.S. Preferred ETF ETF
$18.26
+0.03 (+0.16%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 2
Total Value: $2,225,025
Total Shares: 119,049
Institutional Ownership Trend
16 quarters
Holder Concentration
Across 2 13F filers · Δ vs Sep 30, 2023Top Holder
78.3%
−21.7 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
6,601
Highly concentrated−3,399
Quarterly Activity
vs Sep 30, 2023
New
2
Increased
0
Decreased
0
Sold Out
1
Unchanged
0
Holder count:
+1
Institutional value:
+3801.4%
Shares held:
+3826.4%
Top New Positions
vs Sep 30, 2023| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | 93,208 | $1,742,057 | |
| Large Corient Private Wealth LLC | 25,841 | $482,968 |
Top Sold-Out Positions
vs Sep 30, 2023| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mid Advisors Asset Management, Inc. | 3,032 | $57,031 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega CITADEL ADVISORS LLC PFFD | $1,504,694 | 67.63% | 80,508 | Shares | 2026-09-02 | |
| Large Corient Private Wealth LLC PFFD | $482,968 | 21.71% | 25,841 | Shares | 2026-08-27 | |
| Mega CITADEL ADVISORS LLC PFFD | $237,363 | 10.67% | 12,700 | Call | 2026-09-02 |