GLOBAL X FDS

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PFFD·37954Y657·US·preferred·Unknown - Unknown

US PFD ETF

PFFD (GLOBAL X FDS) is held by 70 institutional investors as of Q1 2026. Largest holders: BANK OF AMERICA CORP /DE/ ($97.6M), LPL Financial LLC ($66.4M), MORGAN STANLEY ($52.7M). Net institutional sentiment: Mixed.

70

Holders

Avg rating(17 Elite)

$623.3M

Total Value

49% (77)

Fund Consensus

33 buying - 35 selling

Smart Money Verdict

View all

48Weak MomentumSingle Source

Institutional (13F)48

Insider (Form 4)

No data

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

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See how PFFD's score breaks down across 4 SEC sources

Holder Quality

17

★★★★★

Elite

26

★★★★

Strong

21

★★★

Solid

12

★★

Below

1

★

Weak

Held by 70 funds

17 elite

No recent insider, activist, or congressional trades found for this stock

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (77)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BANK OF AMERICA CORP /DE/	Decreased	5.3M(-11.8%)	$97.6M	0.0%	+3.37%	0
LPL Financial LLC	Decreased	3.6M(-6.1%)	$66.4M	0.0%	+5.84%	0
MORGAN STANLEY	Decreased	2.9M(-3.6%)	$52.7M	0.0%	+6.19%	0
WELLS FARGO & COMPANY/MN	Decreased	2.6M(-4.3%)	$47.1M	0.0%	+14.76%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	2.2M(+34.2%)	$41.4M	0.0%	+2.38%	38
Lido Advisors, LLC	Increased	1.6M(+7.7%)	$30.2M	0.1%	+2.95%	31
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	1.6M(+4298.8%)	$29.1M	0.0%	-0.94%	46
NEW YORK LIFE INVESTMENT MANAGEMENT LLC	Decreased	1.3M(-21.7%)	$24.4M	0.2%	+4.55%	0
Cetera Investment Advisers	Increased	1.3M(+17.1%)	$23.1M	0.0%	+2.37%	33
SEI INVESTMENTS CO	Increased	1.1M(+12.4%)	$20.5M	0.0%	+4.26%	32
Creative Planning	Increased	1M(+1.2%)	$19.1M	0.0%	+12.51%	29
MGMERCER GLOBAL ADVISORS INC /ADV	Decreased	862,915(-38.4%)	$15.9M	0.0%	-1.15%	0
ASSETMARK, INC	Increased	862,293(+1.2%)	$15.9M	0.0%	+6.65%	28
MAI Capital Management	Increased	719,883(+4.7%)	$13.2M	0.1%	+0.97%	29
Steward Partners Investment Advisory, LLC	Increased	685,457(+2.6%)	$12.6M	0.1%	+9.23%	29
UBS Group AG	Decreased	675,763(-4.0%)	$12.4M	0.0%	+3.74%	0
ROYAL BANK OF CANADA	Decreased	575,448(-20.4%)	$10.6M	0.0%	+2.65%	0
RAYMOND JAMES FINANCIAL INC	Increased	565,389(+23.3%)	$10.4M	0.0%	+2.60%	34
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	Increased	440,536(+8.2%)	$8.1M	0.0%	+4.60%	30
MML INVESTORS SERVICES, LLC	Decreased	415,612(-11.7%)	$7.6M	0.0%	+3.19%	0