13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
PFFD

GLOBAL X US PREFERRED ETF

300 institutions still hold GLOBAL X US PREFERRED ETF as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 37954Y657·Exchange Traded Fund·300 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$803M
visible holders
Holders
300
filers reporting
Concentration
15.88%
Orgel Wealth Management, LLC #1
top holder share
AI Holders Summary · Q2 2026

300 institutions reported PFFD in Q2 2026. Orgel Wealth Management, LLC leads at 15.9% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Orgel Wealth Management, LLC
CIK 0001658535
$128M6.8M2.42%Q2 202602
BANK OF AMERICA CORP /DE/
CIK 0000070858
$98M5.3M0.01%Q1 202603
LPL Financial LLC
CIK 0001403438
$66M3.6M0.02%Q1 202604
Global X Japan Co., Ltd.
CIK 0002027450
$61M3.3M2.26%Q2 202605
MORGAN STANLEY
CIK 0000895421
$53M2.9M0.00%Q1 202606
WELLS FARGO & COMPANY/MN
CIK 0000072971
$47M2.6M0.01%Q1 202607
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$41M2.2M0.01%Q1 202608
Lido Advisors, LLC
CIK 0001650150
$30M1.6M0.09%Q1 202609
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$29M1.6M0.00%Q1 202610
FUKOKU MUTUAL LIFE INSURANCE CO
CIK 0001033324
$29M1.6M1.69%Q2 202611
Full Sail Capital, LLC
CIK 0001757617
$26M1.3M1.43%Q3 202512
State of Wisconsin - Board of Commissioners of Public Lands
CIK 0001967732
$25M1.3M16.41%Q2 202613
NEW YORK LIFE INVESTMENT MANAGEMENT LLC
CIK 0001133639
$24M1.3M0.21%Q1 202614
RATIONAL ADVISORS, INC.
CIK 0001143565
$24M1.3M2.16%Q2 202615
Cetera Investment Advisers
CIK 0001666741
$23M1.3M0.02%Q1 202616
Columbus Macro, LLC
CIK 0001727269
$21M1.1M2.04%Q2 202617
SEI INVESTMENTS CO
CIK 0000350894
$21M1.1M0.02%Q1 202618
Tiller Private Wealth, Inc.
CIK 0001663649
$19M1.0M6.10%Q2 202619
Creative Planning
CIK 0001540235
$19M1.0M0.01%Q1 202620
BESSEMER GROUP INC
CIK 0001054074
$18M1.0M0.03%Q1 2026
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