Who Owns Global X U.S. Preferred ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Global X U.S. Preferred ETF.
Who crossed 5% of PFFD →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| COLLECTIVE FAMILY OFFICE LLCUS PFD ETF452.5K shtrimmed | $8M |
| Sound Income Strategies, LLCUS PFD ETF221.2K shtrimmed | $3.9M |
| Apella Capital, LLCUS PFD ETF176.5K shtrimmed | $3.1M |
| Investors Research CorpUS PFD ETF62.5K shtrimmed | $1.1M |
| Adams Asset Advisors, LLCUS PFD ETF43.5K shadded | $766.1K |
| Farther Finance Advisors, LLCETF38.8K shadded | $682.4K |
| TrueWealth Advisors, LLCUS PFD ETF22.6K shtrimmed | $397.5K |
| EASTERN BANKUS PFD ETF22.5K sh— | $396K |
| RVW Wealth, LLCUS PFD ETF15.2K shtrimmed | $266.7K |
| HF Advisory Group, LLCUS PFD ETF10.2K shtrimmed | $179.4K |
| CoreCap Advisors, LLCETF345 shtrimmed | $6.1K |
| VALLEY WEALTH MANAGERS, INC.ETF7 shheld | $127 |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
More on PFFD
Follow Global X U.S. Preferred ETF (PFFD) by email
New trades in Global X U.S. Preferred ETF (PFFD) by members of Congress, insiders and funds, with the rest of the week's filings. One email a week, free.
Unsubscribe with one click from any email.