13F Insight
DOSSIER · 13F Holders · Q3 2026ETF · Exchange Traded Fund
PFFD

GLOBAL X US PREFERRED ETF

305 institutions still hold GLOBAL X US PREFERRED ETF as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 37954Y657·Exchange Traded Fund·305 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$796M
visible holders
Holders
305
filers reporting
Concentration
15.33%
Orgel Wealth Management, LLC #1
top holder share
AI Holders Summary · Q3 2026

305 institutions reported PFFD in Q3 2026. Orgel Wealth Management, LLC leads at 15.3% 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
$122M6.9M2.30%Q3 202602
BANK OF AMERICA CORP /DE/
CIK 0000070858
$95M5.1M0.01%Q2 202603
LPL Financial LLC
CIK 0001403438
$64M3.4M0.01%Q2 202604
Global X Japan Co., Ltd.
CIK 0002027450
$61M3.5M2.50%Q3 202605
MORGAN STANLEY
CIK 0000895421
$52M2.8M0.00%Q2 202606
WELLS FARGO & COMPANY/MN
CIK 0000072971
$47M2.5M0.01%Q2 202607
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$47M2.5M0.01%Q2 202608
Lido Advisors, LLC
CIK 0001650150
$32M1.7M0.09%Q2 202609
FUKOKU MUTUAL LIFE INSURANCE CO
CIK 0001033324
$29M1.6M1.69%Q2 202610
Cetera Investment Advisers
CIK 0001666741
$28M1.5M0.03%Q2 202611
Full Sail Capital, LLC
CIK 0001757617
$26M1.3M1.43%Q3 202512
NEW YORK LIFE INVESTMENT MANAGEMENT LLC
CIK 0001133639
$26M1.4M0.18%Q2 202613
State of Wisconsin - Board of Commissioners of Public Lands
CIK 0001967732
$25M1.3M16.41%Q2 202614
SEI INVESTMENTS CO
CIK 0000350894
$24M1.3M0.02%Q2 202615
RATIONAL ADVISORS, INC.
CIK 0001143565
$24M1.3M2.16%Q2 202616
Creative Planning
CIK 0001540235
$21M1.1M0.01%Q2 202617
Tiller Private Wealth, Inc.
CIK 0001663649
$19M1.0M6.10%Q2 202618
AlphaStar Capital Management, LLC
CIK 0001633857
$19M1.1M1.12%Q3 202619
BESSEMER GROUP INC
CIK 0001054074
$18M1.0M0.03%Q1 202620
ASSETMARK, INC
CIK 0001344551
$17M938K0.03%Q3 2026
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