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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  
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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
   BANK OF AMERICA CORP /DE/ 810 - 2023-12-31 5,620,220 $109,032,000 1,524,563
   MORGAN STANLEY 1360 - 2023-12-31 3,866,659 $75,013,000 357,118
   Orgel Wealth Management LLC 21 - 2024-03-31 1,854,415 $37,385,000 96,209
   Ratio Wealth Group 4 - 2023-12-31 1,172,798 $22,752,000 131,025
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 216 - 2024-03-31 963,707 $19,428,000 94,861
   Full Sail Capital LLC 26 - 2023-12-31 916,810 $17,786,000 149,284
   YOUNGS ADVISORY GROUP INC. 6 - 2024-03-31 841,930 $16,973,000 35,978
   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
   Hennion & Walsh Asset Management Inc. 13 - 2024-03-31 784,754 $15,821,000 278,198
   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
   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
   BNP PARIBAS ARBITRAGE SA 742 - 2024-03-31 492,734 $9,934,000 449,450
   Steward Partners Investment Advisory LLC 199 - 2023-12-31 417,486 $8,099,000 186,258
   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
   Collaborative Wealth Managment Inc. 5 - 2024-03-31 346,537 $6,986,000 22,869
   HIGHTOWER ADVISORS, LLC 865 - 2024-03-31 307,332 $6,196,000 27,728
   Rockefeller Capital Management L.P. 586 - 2023-12-31 316,095 $6,132,000 289,835
   SEI INVESTMENTS CO 1112 - 2024-03-31 304,068 $6,130,000 48,742
   SUMMIT INVESTMENT ADVISORS INC 64 - 2023-12-31 305,486 $5,926,000 15,738
   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
   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
   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
   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
   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
   GYL Financial Synergies LLC 87 - 2023-12-31 171,100 $3,319,000 28,090
   Stratos Wealth Partners LTD. 353 - 2024-03-31 141,308 $2,849,000 5,695
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1137 - 2024-03-31 121,161 $2,443,000 47,384
   Columbus Macro LLC 29 - 2024-03-31 115,072 $2,320,000 115,072
   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
   MML INVESTORS SERVICES LLC 1075 - 2023-12-31 88,785 $1,722,000 18,361
   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
   Mutual Advisors LLC 373 - 2024-03-31 67,629 $1,363,000 13,070
   Apollon Wealth Management LLC 399 - 2024-03-31 63,337 $1,277,000 18,104
   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
   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
   STIFEL FINANCIAL CORP 2137 - 2023-12-31 51,727 $1,004,000 4,822
   Prosperity Wealth Management Inc. 28 - 2023-12-31 45,372 $880,000 16,514
   Triumph Capital Management 66 - 2024-03-31 43,492 $879,000 29,134
   RVW Wealth LLC 76 - 2024-03-31 38,746 $781,000 160
   Equitable Holdings Inc. 648 - 2023-12-31 38,488 $747,000 6,240
   L & S ADVISORS INC 166 - 2024-03-31 36,552 $737,000 1,785
   Firestone Capital Management 67 - 2024-03-31 35,206 $710,000 10,055
   PRIVATE TRUST CO NA 301 - 2024-03-31 33,547 $676,000 2,824
   Golden Green Inc. 42 - 2023-09-30 34,644 $652,000 3,149
   Acorn Wealth Advisors LLC 71 - 2024-03-31 29,154 $588,000 2,388
   NELSON ROBERTS INVESTMENT ADVISORS, LLC 78 - 2024-03-31 28,930 $583,000 739
   Cornerstone Wealth Management LLC 312 - 2024-03-31 27,607 $557,000 17,192
   CIBC WORLD MARKETS CORP 640 - 2023-12-31 27,313 $530,000 4,517
   Austin Wealth Management LLC 75 - 2023-12-31 25,547 $509,000 2,069
   Perigon Wealth Management LLC 534 - 2024-03-31 24,892 $502,000 9,130
   Madrona Financial Services LLC 56 - 2024-03-31 21,761 $439,000 72
   ADVISORY SERVICES NETWORK, LLC 1007 - 2024-03-31 21,471 $433,000 157
   JAFFETILCHIN INVESTMENT PARTNERS LLC 234 - 2023-12-31 21,864 $424,000 8
   GeoWealth Management LLC 356 - 2023-12-31 21,629 $420,000 120
   Oxinas Partners Wealth Management LLC 74 - 2024-03-31 19,993 $403,000 299
   PRINCIPAL SECURITIES INC. 768 - 2024-03-31 18,591 $375,000 9,251
   NBC SECURITIES INC. 526 - 2024-03-31 18,442 $371,000 6,278
   Envestnet Portfolio Solutions Inc. 1269 - 2024-03-31 17,619 $355,000 6,371
   CHANNEL WEALTH LLC 117 - 2024-03-31 16,826 $339,000 134
   Cherry Tree Wealth Management LLC 136 - 2024-03-31 14,313 $289,000 15
   Lewis Asset Management LLC 98 - 2024-03-31 13,582 $274,000 1,535
   Qube Research & Technologies Ltd 2346 - 2023-12-31 11,972 $232,000 2,489
   Breakwater Capital Group 240 - 2024-03-31 11,364 $229,000 476
   Rooted Wealth Advisors Inc. 76 - 2024-03-31 11,192 $224,000 1,009
   Good Life Advisors LLC 405 - 2024-03-31 11,024 $222,000 507
   PNC FINANCIAL SERVICES GROUP INC 2158 - 2024-03-31 10,000 $202,000 9,769
   US BANCORP 2054 - 2024-03-31 8,928 $180,000 8,583
   Future Financial Wealth Managment LLC 138 - 2024-03-31 7,405 $149,000 7,405
   Nelson Van Denburg & Campbell Wealth Management Gr 826 - 2024-03-31 6,918 $139,000 4,673
   Winthrop Capital Management LLC 72 - 2024-03-31 6,537 $132,000 218
   CREATIVE FINANCIAL DESIGNS INC /ADV 529 - 2024-03-31 5,826 $117,000 1,416
   HARBOUR INVESTMENTS INC. 1140 - 2023-12-31 5,087 $99,000 3,966
   GPS Wealth Strategies Group LLC 398 - 2024-03-31 4,492 $91,000 2,796
   Colonial Trust Co / SC 413 - 2023-12-31 4,682 $90,000 4,682
   Householder Group Estate & Retirement Specialist L 370 - 2024-03-31 4,236 $85,000 441
   HANSON MCCLAIN, INC. 1236 - 2024-03-31 2,878 $58,000 848
   BENJAMIN F. EDWARDS & COMPANY INC. 1314 - 2024-03-31 2,279 $46,000 469
  100 Records found
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