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Get Institutions for : 
Global X Us Preferred Etf (PFFD)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 253    13
Total shares held : 
 56,912,445  
% of shares held : 
 64.69%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -5  
Amount of shares held : 
 1,103,795  
% of shares held change : 
   1.25%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
33
 981,252
 1.72%
 
Increased Positions :
80
 7,516,959
 13.21%
 
Unchanged Positions :
42
 3,185,123
 5.6%
 
Decreased Positions :
98
-7,109,245
-12.49%
 
Closed Positions :
20
-285,171
-0.5%
 
Guru Positions :
1
600
 0%
 
View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   LPL FINANCIAL CORP 291 - 2024-03-31 5,529,810 $111,481,000 943,406
   WELLS FARGO & CO/MN 441 - 2024-03-31 5,482,032 $110,518,000 -127,659
   MORGAN STANLEY 1232 - 2024-03-31 4,739,069 $95,540,000 872,410
   BANK OF AMERICA CORP /DE/ 960 - 2024-03-31 4,457,635 $89,866,000 -1,162,585
   Orgel Wealth Management LLC 21 - 2024-03-31 1,854,415 $37,385,000 96,209
   HUNTINGTON ASSET ADVISORS INC. 12 - 2024-03-31 1,550,666 $31,261,000 -690,614
   CWM LLC 149 - 2024-03-31 1,407,946 $28,384,000 -8,457
   State of Wisconsin - Board of Commissioners of Pub 7 - 2024-03-31 1,341,305 $27,041,000 0
   Ratio Wealth Group 4 - 2024-03-31 1,240,179 $25,002,000 67,381
   ENVESTNET ASSET MANAGEMENT INC 1071 - 2024-03-31 1,051,552 $21,199,000 51,012
   Lido Advisors LLC 79 - 2024-03-31 1,030,938 $20,784,000 44,769
   Full Sail Capital LLC 25 - 2024-03-31 982,521 $19,808,000 65,711
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 216 - 2024-03-31 963,707 $19,428,000 94,861
   Flaharty Asset Management LLC 16 - 2024-03-31 948,207 $19,116,000 -339,733
   CREATIVE PLANNING 274 - 2024-03-31 947,793 $19,108,000 92,948
   FUKOKU MUTUAL LIFE INSURANCE CO 27 - 2024-03-31 919,000 $18,527,000 0
   UBS Group AG 1277 - 2024-03-31 858,077 $17,299,000 66,924
   YOUNGS ADVISORY GROUP INC. 6 - 2024-03-31 841,930 $16,973,000 35,978
   Kohmann Bosshard Financial Services LLC 12 - 2024-03-31 791,400 $15,955,000 -171,478
   Hennion & Walsh Asset Management Inc. 13 - 2024-03-31 784,754 $15,821,000 278,198
   ADVISORS MANAGEMENT GROUP INC /ADV 2 - 2024-03-31 697,833 $14,068,000 17,615
   ROYAL BANK OF CANADA 1322 - 2024-03-31 679,098 $13,691,000 92,092
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 684 - 2024-03-31 645,886 $13,021,000 4,861
   CONNING ASSET MANAGEMENT CO. 74 - 2024-03-31 580,200 $11,697,000 0
   MARINER WEALTH ADVISORS, LLC 470 - 2024-03-31 578,040 $11,653,000 -17,172
   BNP PARIBAS ARBITRAGE SA 742 - 2024-03-31 492,734 $9,934,000 449,450
   Steward Partners Investment Advisory LLC 212 - 2024-03-31 450,303 $9,078,000 32,817
   Cetera Investment Advisers 720 - 2024-03-31 429,424 $8,657,000 283,025
   KWB Wealth 20 - 2024-03-31 420,414 $8,476,000 -11,411
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 736 - 2024-03-31 400,828 $7,792,000 26,371
   Iron Horse Wealth Management LLC 15 - 2024-03-31 384,916 $7,760,000 20,504
   David Kennon Inc 11 - 2024-03-31 369,845 $7,456,000 4,056
   Trinity Legacy Partners LLC 13 - 2024-03-31 355,788 $7,173,000 95,376
   AHL INVESTMENT MANAGEMENT INC. 3 - 2024-03-31 352,053 $7,097,000 -1,700
   Collaborative Wealth Managment Inc. 5 - 2024-03-31 346,537 $6,986,000 22,869
   Rockefeller Capital Management L.P. 598 - 2024-03-31 336,663 $6,787,000 20,568
   AIRE ADVISORS LLC 20 - 2024-03-31 320,956 $6,473,000 -1,039
   HIGHTOWER ADVISORS, LLC 865 - 2024-03-31 307,332 $6,196,000 27,728
   SEI INVESTMENTS CO 1112 - 2024-03-31 304,068 $6,130,000 48,742
   SUMMIT INVESTMENT ADVISORS INC 72 - 2024-03-31 303,384 $6,116,000 -2,102
   Q3 Asset Management 12 *New 2024-03-31 284,292 $5,731,000 284,292
   Prairiewood Capital LLC 11 - 2024-03-31 280,026 $5,645,000 21,938
   COLLECTIVE FAMILY OFFICE LLC 17 - 2024-03-31 277,190 $5,588,000 23,287
   Baird Financial Group Inc. 639 - 2024-03-31 267,072 $5,384,000 -648
   NAPLES GLOBAL ADVISORS LLC 54 - 2024-03-31 259,557 $5,233,000 71,123
   PARK AVENUE SECURITIES LLC 206 - 2024-03-31 240,604 $4,851,000 82,843
   YALE CAPITAL CORP 78 - 2024-03-31 240,320 $4,845,000 14,955
   Sound Income Strategies LLC 76 - 2024-03-31 230,209 $4,641,000 22,513
   Kestra Advisory Services LLC 564 - 2024-03-31 220,142 $4,438,000 53,098
   GSB Wealth Management LLC 19 - 2024-03-31 205,368 $4,140,000 71,772
   RAYMOND JAMES & ASSOCIATES 1714 - 2024-03-31 204,195 $4,117,000 13,262
   APPLETON PARTNERS INC/MA 84 - 2024-03-31 202,778 $4,088,000 6,142
   Advisor Group Holdings Inc. 1191 - 2024-03-31 199,086 $4,014,000 -40,145
   Blue Edge Capital LLC 46 - 2024-03-31 193,034 $3,892,000 1,341
   FINANCIAL ARCHITECTS INC 37 - 2023-06-30 199,427 $3,867,000 2,888
   Leicht Financial Planning & Wealth Management Inc. 16 - 2024-03-31 187,558 $3,781,000 4,033
   SWS Partners 28 - 2024-03-31 187,123 $3,772,000 -4,404
   MULTIFINANCIAL SECURITIES CORP 566 - 2024-03-31 182,007 $3,669,000 117,132
   GYL Financial Synergies LLC 87 - 2024-03-31 172,460 $3,477,000 1,360
   Private Advisor Group LLC 590 - 2024-03-31 169,857 $3,424,000 112,407
   Merit Financial Group LLC 191 - 2024-03-31 171,293 $3,368,000 47,397
   KISTLERTIFFANY COMPANIES, LLC 38 - 2023-06-30 160,341 $3,109,000 -1,350
   Stratos Wealth Partners LTD. 353 - 2024-03-31 141,308 $2,849,000 5,695
   MML INVESTORS SERVICES LLC 893 - 2024-03-31 139,459 $2,812,000 50,674
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1137 - 2024-03-31 121,161 $2,443,000 47,384
   CIBC WORLD MARKETS CORP 463 - 2024-03-31 117,863 $2,376,000 90,550
   Gerber Kawasaki Wealth & Investment Management 97 - 2024-03-31 116,201 $2,343,000 8,627
   CIBC WORLD MARKETS INC. 555 *New 2024-03-31 116,000 $2,339,000 116,000
   Columbus Macro LLC 29 - 2024-03-31 115,072 $2,320,000 115,072
   Change Path LLC 216 - 2024-03-31 108,981 $2,197,000 6,357
   FINANCIAL NETWORK 1016 - 2024-03-31 100,681 $2,030,000 10,867
   AMERIPRISE FINANCIAL INC 2843 - 2024-03-31 90,831 $1,831,000 -14,467
   Cyndeo Wealth Partners LLC 159 - 2024-03-31 88,439 $1,783,000 77,929
   DUNCKER STREETT & CO INC 81 - 2024-03-31 83,328 $1,680,000 -5,406
   PLIMOTH TRUST CO LLC 70 - 2024-03-31 77,662 $1,566,000 -369
   Investors Research Corp 52 - 2024-03-31 77,187 $1,556,000 -2,245
   Fifth Third Securities Inc. 128 - 2024-03-31 77,083 $1,554,000 25,948
   FF AdvisorsLLC 27 - 2024-03-31 75,653 $1,525,000 21,788
   COMMONWEALTH EQUITY SERVICES LLC. 1954 - 2024-03-31 73,663 $1,485,000 1,366
   Perissos Private Wealth Management LLC 24 - 2024-03-31 72,376 $1,459,000 0
   Mutual Advisors LLC 373 - 2024-03-31 67,629 $1,363,000 13,070
   RHS Financial LLC 31 *New 2024-03-31 65,125 $1,313,000 65,125
   Apollon Wealth Management LLC 399 - 2024-03-31 63,337 $1,277,000 18,104
   PRUDENTIAL FINANCIAL INC 1706 - 2024-03-31 62,721 $1,264,000 11,912
   CITADEL ADVISORS LLC 2842 - 2024-03-31 61,935 $1,249,000 42,167
   GREAT VALLEY ADVISOR GROUP INC. 337 *New 2024-03-31 61,014 $1,230,000 61,014
   WARREN AVERETT ASSET MANAGEMENT, LLC 331 *New 2024-03-31 60,950 $1,229,000 60,950
   FLAGSHIP HARBOR ADVISORS LLC 222 - 2024-03-31 60,691 $1,224,000 1,866
   ADVISORS CAPITAL MANAGEMENT LLC 274 - 2024-03-31 59,113 $1,192,000 3,119
   Goss Wealth Management LLC 914 - 2024-03-31 58,054 $1,170,000 48,218
   J P MORGAN CHASE & CO 3283 - 2024-03-31 56,946 $1,148,000 1,612
   Strategic Financial Group LLC - 2023-12-31 58,700 $1,139,000 17,835
   Unison Advisors LLC 86 - 2024-03-31 53,721 $1,083,000 2,974
   Rockport Wealth LLC 21 - 2024-03-31 53,001 $1,070,000 0
   Fortis Capital Management LLC 66 - 2024-03-31 49,981 $1,008,000 -3,094
   TrueWealth Advisors LLC 54 - 2024-03-31 49,416 $996,000 -16,836
   Accel Wealth Management 62 - 2024-03-31 49,123 $990,000 -836
   Equitable Holdings Inc. 623 - 2024-03-31 48,854 $985,000 10,366
   H D Vest Advisory Services 782 - 2024-03-31 45,665 $921,000 -8,388
   Triumph Capital Management 66 - 2024-03-31 43,492 $879,000 29,134
  100 Records found
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