GLOBAL X FDS PFFD
US PFD ETF · ETP · CUSIP 37954Y657
210
institutional holders
41.1m
shares reported held*
$841.8mreported value*
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($294.3k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $20.50.
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| Orgel Wealth Management, LLC 6.07% of their portfolio | 6.0m $123.0m | — |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 2.7m $55.2m | — |
| RATIONAL ADVISORS, INC. 3.92% of their portfolio | 2.4m $49.7m | — |
| MORGAN STANLEY 0.01% of their portfolio | 2.3m $46.7m | — |
| Charles Schwab Investment Advisory, Inc. 0.08% of their portfolio | 2.1m $43.4m | — |
| Lido Advisors, LLC 0.57% of their portfolio | 1.4m $28.4m | — |
| CWM, LLC 0.20% of their portfolio | 1.2m $25.2m | — |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 1.1m $23.4m | — |
| EATON VANCE MANAGEMENT 0.03% of their portfolio | 1.1m $22.7m | — |
| LPL Financial LLC 0.02% of their portfolio | 1.1m $22.4m | — |
| Ratio Wealth Group 6.84% of their portfolio | 1.0m $21.0m | — |
| ASSETMARK, INC 0.09% of their portfolio | 987.3k $20.2m | — |
| FUKOKU MUTUAL LIFE INSURANCE Co 1.77% of their portfolio | 919.0k $18.8m | — |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.09% of their portfolio | 850.0k $17.4m | — |
| CONNING INC. 0.56% of their portfolio | 775.2k $15.9m | — |
| UBS Group AG 0.01% of their portfolio | 751.2k $15.4m | — |
| Kohmann Bosshard Financial Services, LLC 2.98% of their portfolio | 654.5k $13.4m | — |
| Full Sail Capital, LLC 1.08% of their portfolio | 509.2k $10.4m | — |
| JANE STREET GROUP, LLC 0.02% of their portfolio | 455.7k $9.3m | — |
| Mariner, LLC 0.04% of their portfolio | 452.9k $9.3m | — |
| Trinity Legacy Partners, LLC 3.60% of their portfolio | 410.4k $8.4m | — |
| COLLECTIVE FAMILY OFFICE LLC 4.07% of their portfolio | 398.8k $8.2m | — |
| STABLEFORD CAPITAL II LLC 3.58% of their portfolio | 385.7k $7.4m | — |
| Mirae Asset Global Investments Co., Ltd. 0.02% of their portfolio | 380.9k $7.8m | — |
| OLD SECOND NATIONAL BANK OF AURORA 2.16% of their portfolio | 342.2k $7.0m | — |
| AE Wealth Management LLC 0.05% of their portfolio | 313.6k $6.4m | — |
| Tiller Private Wealth, Inc. 3.77% of their portfolio | 285.8k $5.9m | — |
| AIRE ADVISORS, LLC 2.01% of their portfolio | 284.2k $5.8m | — |
| AHL INVESTMENT MANAGEMENT, INC. 5.92% of their portfolio | 280.8k $5.8m | — |
| MML INVESTORS SERVICES, LLC 0.04% of their portfolio | 257.8k $5.3m | — |
| New Millennium Group LLC 5.50% of their portfolio | 243.4k $5.0m | — |
| Financial Architects, Inc 0.81% of their portfolio | 225.6k $4.6m | — |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 217.3k $4.5m | — |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 215.0k $4.4m | — |
| Bard Financial Services, Inc. 0.40% of their portfolio | 206.2k $4.2m | — |
| TORONTO DOMINION BANK 0.01% of their portfolio | 205.0k $4.2m | — |
| Morningstar Investment Management LLC 0.77% of their portfolio | 197.2k $4.0m | — |
| TOCQUEVILLE ASSET MANAGEMENT L.P. 0.08% of their portfolio | 195.7k $4.0m | — |
| Grey Ledge Advisors, LLC 1.39% of their portfolio | 186.5k $3.8m | — |
| Kistler-Tiffany Companies, LLC 0.85% of their portfolio | 181.5k $3.7m | — |
| Collaborative Wealth Managment Inc. 2.63% of their portfolio | 181.2k $3.7m | — |
| RAINEY & RANDALL WEALTH ADVISORS INC. 1.43% of their portfolio | 180.9k $3.7m | — |
| Fortis Capital Management LLC 3.17% of their portfolio | 180.2k $3.7m | — |
| Merit Financial Group, LLC 0.16% of their portfolio | 176.9k $3.6m | — |
| Creative Planning 0.01% of their portfolio | 166.8k $3.4m | — |
| OSAIC HOLDINGS, INC. 0.01% of their portfolio | 165.9k $3.4m | — |
| Prairiewood Capital, LLC 2.63% of their portfolio | 155.4k $3.2m | — |
| Foresight Wealth Management, LLC 1.33% of their portfolio | 152.5k $3.1m | — |
| Sound Income Strategies, LLC 0.45% of their portfolio | 151.2k $3.1m | — |
| Composition Wealth, LLC 0.14% of their portfolio | 149.3k $3.1m | — |
| Stratos Wealth Advisors, LLC 0.32% of their portfolio | 147.6k $3.0m | — |
| NAPLES GLOBAL ADVISORS, LLC 0.41% of their portfolio | 146.0k $3.0m | — |
| Gerber Kawasaki Wealth & Investment Management 0.28% of their portfolio | 144.7k $3.0m | — |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 135.2k $2.8m | — |
| David Kennon Inc 1.42% of their portfolio | 125.5k $2.6m | — |
| Iron Horse Wealth Management, LLC 3.69% of their portfolio | 124.7k $2.6m | — |
| SEI INVESTMENTS CO 0.01% of their portfolio | 123.3k $2.5m | — |
| Alaethes Wealth, LLC 1.85% of their portfolio | 122.7k $2.5m | — |
| Atria Investments, Inc 0.05% of their portfolio | 116.0k $2.4m | — |
| PLIMOTH TRUST CO LLC 0.79% of their portfolio | 111.2k $2.3m | — |
| Stratos Wealth Partners, LTD. 0.06% of their portfolio | 103.5k $2.1m | — |
| Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio | 92.0k $1.9m | — |
| DUNCKER STREETT & CO INC 0.49% of their portfolio | 91.9k $1.9m | — |
| Texas Yale Capital Corp. 0.12% of their portfolio | 89.7k $1.8m | — |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 79.5k $1.6m | — |
| APPLETON PARTNERS INC/MA 0.16% of their portfolio | 79.3k $1.6m | — |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 74.7k $1.5m | — |
| Silver Lake Advisory, LLC 0.86% of their portfolio | 71.8k $1.5m | — |
| Brookstone Capital Management 0.03% of their portfolio | 69.9k $1.4m | — |
| Ironsides Asset Advisors, LLC 0.63% of their portfolio | 68.6k $1.4m | — |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 68.5k $1.4m | — |
| Cetera Advisor Networks LLC 0.02% of their portfolio | 67.9k $1.4m | — |
| Accel Wealth Management 0.75% of their portfolio | 67.6k $1.4m | — |
| Foundations Investment Advisors, LLC 0.06% of their portfolio | 67.3k $1.4m | — |
| CreativeOne Wealth, LLC 0.08% of their portfolio | 66.2k $1.4m | — |
| SHEETS SMITH WEALTH MANAGEMENT 0.22% of their portfolio | 63.6k $1.3m | — |
| RVW Wealth, LLC 0.18% of their portfolio | 63.2k $1.3m | — |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 63.2k $1.3m | — |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 62.2k $1.3m | — |
| ROOSEVELT INVESTMENT GROUP LLC 0.09% of their portfolio | 61.6k $1.3m | — |
| 1900 WEALTH MANAGEMENT LLC 0.14% of their portfolio | 59.8k $1.2m | — |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 58.3k $1.2m | — |
| AMG National Trust Bank 0.04% of their portfolio | 54.6k $1.1m | — |
| Mutual Advisors, LLC 0.06% of their portfolio | 53.5k $1.1m | — |
| Atria Wealth Solutions, Inc. 0.02% of their portfolio | 53.3k $1.1m | — |
| Castle Rock Wealth Management, LLC 0.52% of their portfolio | 52.3k $1.0m | — |
| Kingsview Wealth Management, LLC 0.05% of their portfolio | 51.1k $1.0m | — |
| Cetera Investment Advisers 0.02% of their portfolio | 49.3k $1.0m | — |
| Investors Research Corp 0.31% of their portfolio | 48.7k $998.0k | — |
| WHITTIER TRUST CO OF NEVADA INC 0.04% of their portfolio | 48.0k $985.0k | — |
| TRUIST FINANCIAL CORP 0.00% of their portfolio | 46.5k $953.0k | — |
| Coastline Trust Co 0.15% of their portfolio | 46.1k $945.0k | — |
| SP Asset Management 0.13% of their portfolio | 45.3k $928.0k | — |
| Cetera Advisors LLC 0.02% of their portfolio | 44.1k $905.0k | — |
| Unison Advisors LLC 0.16% of their portfolio | 41.8k $858.0k | — |
| Equitable Holdings, Inc. 0.02% of their portfolio | 41.7k $855.0k | — |
| TrueWealth Advisors, LLC 0.40% of their portfolio | 41.4k $849.0k | — |
| WCG Wealth Advisors LLC 0.11% of their portfolio | 40.7k $834.0k | — |
| Baird Financial Group, Inc. 0.00% of their portfolio | 40.4k $829.0k | — |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC 0.04% of their portfolio | 40.1k $823.0k | — |