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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   WELLS FARGO & CO/MN 441 - 2024-03-31 5,482,032 $110,518,000 -127,659
   BANK OF AMERICA CORP /DE/ 960 - 2024-03-31 4,457,635 $89,866,000 -1,162,585
   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
   Flaharty Asset Management LLC 16 - 2024-03-31 948,207 $19,116,000 -339,733
   Kohmann Bosshard Financial Services LLC 12 - 2024-03-31 791,400 $15,955,000 -171,478
   MARINER WEALTH ADVISORS, LLC 470 - 2024-03-31 578,040 $11,653,000 -17,172
   KWB Wealth 20 - 2024-03-31 420,414 $8,476,000 -11,411
   AHL INVESTMENT MANAGEMENT INC. 3 - 2024-03-31 352,053 $7,097,000 -1,700
   AIRE ADVISORS LLC 20 - 2024-03-31 320,956 $6,473,000 -1,039
   SUMMIT INVESTMENT ADVISORS INC 72 - 2024-03-31 303,384 $6,116,000 -2,102
   Baird Financial Group Inc. 639 - 2024-03-31 267,072 $5,384,000 -648
   Advisor Group Holdings Inc. 1191 - 2024-03-31 199,086 $4,014,000 -40,145
   SWS Partners 28 - 2024-03-31 187,123 $3,772,000 -4,404
   KISTLERTIFFANY COMPANIES, LLC 38 - 2023-06-30 160,341 $3,109,000 -1,350
   AMERIPRISE FINANCIAL INC 2843 - 2024-03-31 90,831 $1,831,000 -14,467
   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
   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
   H D Vest Advisory Services 782 - 2024-03-31 45,665 $921,000 -8,388
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1067 - 2024-03-31 40,306 $813,000 -16,823
   Gratus Capital LLC 183 - 2024-03-31 40,000 $806,000 -143
   Ignite Planners LLC 116 - 2024-03-31 35,236 $712,000 -13,227
   My Legacy Advisors LLC 120 - 2023-12-31 35,706 $700,000 -924
   CI Private Wealth LLC 1468 - 2024-03-31 33,584 $677,000 -4,209
   Activest Wealth Management 30 - 2024-03-31 30,613 $617,000 -56,005
   Global Retirement Partners LLC 489 - 2024-03-31 29,021 $585,000 -975
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1536 - 2024-03-31 26,292 $530,000 -2,421
   DRIVE WEALTH MANAGEMENT LLC 123 - 2024-03-31 26,225 $529,000 -5,531
   EQIS CAPITAL MANAGEMENT, INC. 433 - 2024-03-31 24,728 $499,000 -3,000
   Austin Wealth Management LLC 76 - 2024-03-31 24,747 $486,000 -800
   AMG NATIONAL TRUST BANK 339 - 2024-03-31 23,088 $465,000 -2,000
   CENTAURUS FINANCIAL INC. 399 - 2024-03-31 23,082 $465,000 -5,402
   CHARLES SCHWAB INVESTMENT ADVISORY, INC. 77 - 2024-03-31 20,417 $412,000 -2,470,492
   WHITTIER TRUST CO 528 - 2024-03-31 20,256 $408,000 -3,289
   COLONY GROUP LLC 585 - 2023-09-30 21,611 $407,000 -567
   IHT Wealth Management LLC 705 - 2024-03-31 19,972 $403,000 -95
   GUARANTY TRUST CO OF MISSOURI /MO/ 442 - 2024-03-31 19,925 $402,000 -9,065
   HF Advisory Group LLC 125 - 2024-03-31 19,883 $401,000 -190
   COMERICA BANK 2009 - 2024-03-31 18,787 $379,000 -231
   Sunbelt Securities Inc. 391 - 2024-03-31 17,607 $355,000 -362
   Sowell Financial Services LLC 494 - 2024-03-31 17,516 $353,000 -4,149
   JANNEY MONTGOMERY SCOTT LLC 2229 - 2024-03-31 17,086 $344,000 -153
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 507 - 2024-03-31 16,993 $343,000 -5,950
   JAFFETILCHIN INVESTMENT PARTNERS LLC 267 - 2024-03-31 16,853 $340,000 -5,011
   Millington Financial Advisors LLC 65 - 2024-03-31 16,401 $331,000 -6
   IFG Advisory LLC 337 - 2024-03-31 16,362 $330,000 -323
   Prosperity Wealth Management Inc. 108 - 2024-03-31 15,742 $317,000 -29,630
   KLR INVESTMENT ADVISORS LLC 135 - 2024-03-31 16,295 $316,000 -2,171
   Foresight Wealth Management LLC 8 - 2022-12-31 15,056 $292,000 -137,478
   IFP Advisors Inc 799 - 2023-12-31 14,099 $274,000 -9,950
   Running Point Capital Advisors LLC 80 - 2024-03-31 13,326 $269,000 -1,552
   STIFEL FINANCIAL CORP 2965 - 2024-03-31 12,998 $262,000 -38,729
   Alpha Cubed Investments LLC 228 - 2024-03-31 12,871 $259,000 -300
   Coastal Investment Advisors Inc. 358 - 2024-03-31 12,401 $250,000 -1,922
   AE Wealth Management LLC 1017 - 2024-03-31 12,253 $247,000 -35,418
   MONTICELLO WEALTH MANAGEMENT LLC 217 - 2024-03-31 11,971 $241,000 -1,277
   Onyx Bridge Wealth Group LLC 218 - 2024-03-31 12,430 $241,000 -4,056
   Claro Advisors LLC 366 - 2024-03-31 11,570 $233,000 -5,281
   J.W. COLE ADVISORS INC. 824 - 2024-03-31 10,090 $203,000 -93
   Qube Research & Technologies Ltd 2591 - 2024-03-31 9,483 $191,000 -2,489
   ALBION FINANCIAL GROUP /UT 181 - 2024-03-31 9,154 $185,000 -56,400
   Family Asset Management LLC 116 - 2024-03-31 4,877 $98,000 -2,750
   ANTONETTI CAPITAL MANAGEMENT LLC 76 - 2023-09-30 4,315 $81,000 -100
   Global Wealth Strategies & Associates 79 - 2024-03-31 3,125 $63,000 -157
   AdvisorNet Financial Inc 867 - 2024-03-31 1,972 $40,000 -51
   Glass Jacobson Investment Advisors llc 456 - 2024-03-31 1,167 $24,000 -17
   SIMPLEX TRADING LLC 1724 - 2024-03-31 849 $17,000 -2,859
   Financial Gravity Wealth Inc. 437 - 2024-03-31 567 $11,000 -1,029
   Fortis Group Advisors LLC 335 - 2024-03-31 375 $8,000 -375
   PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP 731 - 2024-03-31 155 $3,000 -2,164
   Gs Investments Inc. 129 - 2024-03-31 50 $1,000 -330
   Creekmur Asset Management LLC 838 - 2024-03-31 2 $0 -1
  76 Records found
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