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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: 3-31-2022 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 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
   BANK OF AMERICA CORP /DE/ 810 - 2023-12-31 5,620,220 $109,032,000 1,524,563
   WELLS FARGO & CO/MN 422 - 2023-12-31 5,609,691 $108,828,000 -249,112
   LPL FINANCIAL CORP 317 - 2023-12-31 4,586,404 $88,976,000 3,067,676
   MORGAN STANLEY 1360 - 2023-12-31 3,866,659 $75,013,000 357,118
   CHARLES SCHWAB INVESTMENT ADVISORY, INC. 46 - 2023-12-31 2,490,909 $48,324,000 24,596
   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 8 - 2023-12-31 1,341,305 $26,021,000 0
   Flaharty Asset Management LLC 8 - 2023-12-31 1,287,940 $24,986,000 -527,260
   Ratio Wealth Group 4 - 2023-12-31 1,172,798 $22,752,000 131,025
   ENVESTNET ASSET MANAGEMENT INC 1049 - 2023-12-31 1,000,540 $19,410,000 -427,752
   Lido Advisors LLC 80 - 2023-12-31 986,169 $19,235,000 -310,015
   FUKOKU MUTUAL LIFE INSURANCE CO 27 - 2023-12-31 919,000 $17,829,000 0
   Full Sail Capital LLC 26 - 2023-12-31 916,810 $17,786,000 149,284
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 221 - 2023-12-31 868,846 $16,856,000 -21,090
   CREATIVE PLANNING 279 - 2023-12-31 854,845 $16,584,000 51,974
   TORONTO DOMINION BANK 371 - 2023-12-31 826,500 $16,034,000 127,500
   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
   YOUNGS ADVISORY GROUP INC. 4 - 2023-12-31 805,952 $15,635,000 -29,550
   UBS Group AG 1226 - 2023-12-31 791,153 $15,348,000 18,712
   ADVISORS MANAGEMENT GROUP INC /ADV 2 - 2024-03-31 697,833 $14,068,000 17,615
   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 429 - 2023-12-31 595,212 $11,547,000 22,905
   ROYAL BANK OF CANADA 1385 - 2023-12-31 587,006 $11,388,000 78,092
   KWB Wealth 20 - 2024-03-31 420,414 $8,476,000 -11,411
   Steward Partners Investment Advisory LLC 199 - 2023-12-31 417,486 $8,099,000 186,258
   OLD MISSION CAPITAL LLC 78 *New 2023-12-31 401,268 $7,785,000 401,268
   Iron Horse Wealth Management LLC 15 - 2024-03-31 384,916 $7,760,000 20,504
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. - 2023-12-31 374,457 $7,264,000 -5,222
   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
   David Kennon Inc - 2023-12-31 365,789 $7,096,000 8,747
   Collaborative Wealth Managment Inc. 5 - 2023-12-31 323,668 $6,279,000 22,836
   AIRE ADVISORS LLC 21 - 2023-12-31 321,995 $6,249,000 -63,890
   Rockefeller Capital Management L.P. 586 - 2023-12-31 316,095 $6,132,000 289,835
   SUMMIT INVESTMENT ADVISORS INC 64 - 2023-12-31 305,486 $5,926,000 15,738
   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
   HIGHTOWER ADVISORS, LLC 923 - 2023-12-31 279,604 $5,424,000 34,356
   Baird Financial Group Inc. 649 - 2023-12-31 267,720 $5,194,000 -12,249
   SEI INVESTMENTS CO 1196 - 2023-12-31 255,326 $4,953,000 13,140
   PARK AVENUE SECURITIES LLC 206 - 2024-03-31 240,604 $4,851,000 82,843
   Advisor Group Holdings Inc. 1241 - 2023-12-31 239,231 $4,641,000 -24,756
   Sound Income Strategies LLC 76 - 2024-03-31 230,209 $4,641,000 22,513
   YALE CAPITAL CORP 77 - 2023-12-31 225,365 $4,372,000 173,855
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1243 - 2023-12-31 216,255 $4,195,000 216,255
   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
   FINANCIAL ARCHITECTS INC 37 - 2023-06-30 199,427 $3,867,000 2,888
   Blue Edge Capital LLC 45 - 2023-12-31 191,693 $3,719,000 -851
   SWS Partners 19 - 2023-12-31 191,527 $3,716,000 70,780
   NAPLES GLOBAL ADVISORS LLC 72 - 2023-12-31 188,434 $3,675,000 -1,880
   Leicht Financial Planning & Wealth Management Inc. 16 *New 2023-12-31 183,525 $3,560,000 183,525
   GYL Financial Synergies LLC 87 - 2023-12-31 171,100 $3,319,000 28,090
   Financial Gravity Wealth Inc. 103 - 2023-12-31 1,596 $3,251,000 0
   Kestra Advisory Services LLC 607 - 2023-12-31 167,044 $3,241,000 -34,182
   KISTLERTIFFANY COMPANIES, LLC 38 - 2023-06-30 160,341 $3,109,000 -1,350
   AlphaCore Capital LLC 41 - 2023-12-31 157,811 $3,062,000 -57,362
   Stratos Wealth Partners LTD. 353 - 2024-03-31 141,308 $2,849,000 5,695
   Cetera Investment Advisers 646 - 2023-12-31 146,399 $2,840,000 -288,734
   GSB Wealth Management LLC 35 - 2023-12-31 133,596 $2,592,000 -4,691
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1137 - 2024-03-31 121,161 $2,443,000 47,384
   Merit Financial Group LLC 176 *New 2023-12-31 123,896 $2,404,000 123,896
   Columbus Macro LLC 29 - 2024-03-31 115,072 $2,320,000 115,072
   Gerber Kawasaki Wealth & Investment Management 92 - 2023-12-31 107,574 $2,087,000 -19,816
   AMERIPRISE FINANCIAL INC 2775 - 2023-12-31 105,298 $2,079,000 -147,938
   Change Path LLC 156 - 2023-12-31 102,624 $1,991,000 690
   RENAISSANCE TECHNOLOGIES LLC 1997 - 2023-12-31 95,900 $1,860,000 95,900
   Cyndeo Wealth Partners LLC 159 - 2024-03-31 88,439 $1,783,000 77,929
   FINANCIAL NETWORK 1032 - 2023-12-31 89,814 $1,742,000 -28,970
   MML INVESTORS SERVICES LLC 1075 - 2023-12-31 88,785 $1,722,000 18,361
   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
   Fifth Third Securities Inc. 128 - 2024-03-31 77,083 $1,554,000 25,948
   Investors Research Corp 55 - 2023-12-31 79,432 $1,541,000 -45
   FF AdvisorsLLC 27 - 2024-03-31 75,653 $1,525,000 21,788
   COMMONWEALTH EQUITY SERVICES LLC. 1896 - 2023-12-31 72,297 $1,403,000 -2,160
   RHS Financial LLC 31 *New 2024-03-31 65,125 $1,313,000 65,125
   MULTIFINANCIAL SECURITIES CORP 679 - 2023-12-31 64,875 $1,259,000 -9,828
   FLAGSHIP HARBOR ADVISORS LLC 222 - 2024-03-31 60,691 $1,224,000 1,866
   Strategic Financial Group LLC - 2023-12-31 58,700 $1,139,000 17,835
   Private Advisor Group LLC 1053 - 2023-12-31 57,450 $1,115,000 24,430
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 932 - 2023-12-31 57,129 $1,108,000 -4,437
   ADVISORS CAPITAL MANAGEMENT LLC 280 - 2023-12-31 55,994 $1,086,000 7,423
   Unison Advisors LLC 86 - 2024-03-31 53,721 $1,083,000 2,974
   J P MORGAN CHASE & CO 3281 - 2023-12-31 55,334 $1,073,000 582
   Mutual Advisors LLC 435 - 2023-12-31 54,559 $1,058,000 250
   H D Vest Advisory Services 688 - 2023-12-31 54,053 $1,049,000 3,589
   Fortis Capital Management LLC 80 - 2023-12-31 53,075 $1,030,000 -97,897
   STIFEL FINANCIAL CORP 2137 - 2023-12-31 51,727 $1,004,000 4,822
   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
   PRUDENTIAL FINANCIAL INC 1826 - 2023-12-31 50,809 $986,000 -9,498
   AE Wealth Management LLC 1165 - 2023-12-31 47,671 $953,000 -156,045
   SageView Advisory Group LLC 230 - 2023-12-31 45,694 $918,000 -4,780
   Prosperity Wealth Management Inc. 28 - 2023-12-31 45,372 $880,000 16,514
  100 Records found
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