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PFFD · Global X U.S. Preferred ETF ETF

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$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.

Use institutional holdings through the 13F API or MCP →
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, 2023
Top Holder
78.3%
Mar 2021 → Jun 2026 · range 6.5% – 78.3%
+66.7 pts
Top 5
100.0%
Mar 2021 → Jun 2026 · range 24.8% – 100.0%
+59.2 pts
Top 10
100.0%
Mar 2021 → Jun 2026 · range 40.8% – 100.0%
+42.9 pts
HHI
6,601
Mar 2021 → Jun 2026 · range 245 – 6,601
Highly concentrated+6,143

Quarterly Activity

vs Sep 30, 2023
New
0
Increased
1
Decreased
1
Sold Out
202
Unchanged
0
Holder count: -202
Institutional value: -99.8%
Shares held: -99.8%

Top Buyers

vs Sep 30, 2023
Institution Added Now Holds Open
CITADEL ADVISORS LLC +37,806 93,208

Top Sellers

vs Sep 30, 2023
Institution Sold Now Holds Open
Corient Private Wealth LLC −14,654 25,841

Top New Positions

vs Sep 30, 2023
No new positions this quarter.

Top Sold-Out Positions

vs Sep 30, 2023
Institution Previously Held Last Value (USD) Open
WELLS FARGO & COMPANY/MN 5,858,803 $110,204,083
Orgel Wealth Management, LLC 4,672,018 $87,880,658
BANK OF AMERICA CORP /DE/ 4,095,657 $77,039,307
MORGAN STANLEY 3,509,541 $66,014,463
Charles Schwab Investment Advisory, Inc. 2,466,313 $46,391,347
Filter: New 0 Increased 1 Reduced 1 Sold out 202 Unchanged 0
Showing 3 of 3
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
CITADEL ADVISORS LLC PFFD $1,504,694 67.63% 80,508
Corient Private Wealth LLC PFFD $482,968 21.71% 25,841
CITADEL ADVISORS LLC PFFD $237,363 10.67% 12,700