GLOBAL X U.S. PREFERRED ETF

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PFFD·37954Y657·US·Preferred Stock

PFFD (GLOBAL X U.S. PREFERRED ETF) is held by 72 institutional investors as of Q2 2026. Largest holders: BANK OF AMERICA CORP /DE/ ($95M), LPL Financial LLC ($63.5M), MORGAN STANLEY ($52.3M). Net institutional sentiment: Mixed.

72

Holders

(13 Elite)

$631.2M

Total Value

62% (65)

Consensus

40 buying - 25 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)73

Insider (Form 4)78

Activist (13D/13G)28

Congressional (STOCK Act)84

Holder Quality

21

★★★★★

Elite

57

★★★★

Strong

29

★★★

Solid

67

★★

Below

10

★

Weak

Held by 72 funds

13 elite

Who's Trading

Source dates: Price Oct 9, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for PFFD.

Top Holders

Top Holders (72)History

AllNewIncreasedHeldDecreasedExitedFirst report

Checking access…

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BANK OF AMERICA CORP /DE/	Decreased	5.1M(-4.2%)	$95M	0.0%	0.00%	0
LPL Financial LLC	Decreased	3.4M(-5.8%)	$63.5M	0.0%	+2.55%	0
MORGAN STANLEY	Decreased	2.8M(-2.3%)	$52.3M	0.0%	+2.87%	0
WELLS FARGO & COMPANY/MN	Decreased	2.5M(-1.3%)	$47.2M	0.0%	+11.15%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	2.5M(+12.1%)	$47.1M	0.0%	-0.61%	33
Lido Advisors, LLC	Increased	1.7M(+5.1%)	$32.3M	0.1%	-0.37%	30
Cetera Investment Advisers	Increased	1.5M(+17.4%)	$27.5M	0.0%	-0.91%	33
NEW YORK LIFE INVESTMENT MANAGEMENT LLC	Increased	1.4M(+4.7%)	$25.9M	0.2%	+0.92%	36
SEI INVESTMENTS CO	Increased	1.3M(+13.6%)	$23.7M	0.0%	+0.70%	32
Creative Planning	Increased	1.1M(+6.5%)	$20.7M	0.0%	+7.96%	30
ASSETMARK, INC	Increased	943,083(+9.4%)	$17.6M	0.0%	+2.49%	31
MAI Capital Management	Increased	854,288(+18.7%)	$16M	0.1%	-2.14%	33
Steward Partners Investment Advisory, LLC	Increased	718,622(+4.8%)	$13.4M	0.1%	+5.22%	29
RAYMOND JAMES FINANCIAL INC	Increased	665,418(+17.7%)	$12.4M	0.0%	-0.82%	33
UBS Group AG	Decreased	663,805(-1.8%)	$12.4M	0.0%	+0.39%	0
MML INVESTORS SERVICES, LLC	Increased	640,241(+54.0%)	$12M	0.0%	-1.58%	39
EXCHANGE TRADED CONCEPTS, LLC	New	605,218	$11.3M	0.1%	-4.40%	39
ROYAL BANK OF CANADA	Decreased	571,981(-0.6%)	$10.7M	0.0%	+0.07%	0
MAMIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	Increased	476,029(+8.1%)	$8.9M	0.0%	+1.15%	30
AMERIPRISE FINANCIAL INC	Increased	394,586(+4.7%)	$7.4M	0.0%	-1.62%	29

Showing 1-20 of 74

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PFFDGLOBAL X U.S. PREFERRED ETF

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer