13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundMega-capCrowded
PFFD

GLOBAL X US PREFERRED ETF

302 institutions still hold GLOBAL X US PREFERRED ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 37954Y657·Exchange Traded Fund·302 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 4.5%
vs prior quarter
13F value held
$803M
74.0% inst. owned
of float
Holders
302
-66 QoQ
filers reporting
Activity
+86 / −16
+792 added · −809 reduced
this quarter
Concentration
16.15%
Orgel Wealth Management, LLC #1
top holder share
AI Holders Summary · Q1 2026

302 institutions reported PFFD in Q1 2026. Orgel Wealth Management, LLC leads at 16.2% of the visible book. -66 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Orgel Wealth Management, LLC
CIK 0001658535
$130M7.0M2.79%Q1 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
$63M3.4M3.23%Q1 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
$29M1.6M1.87%Q1 202611
Full Sail Capital, LLC
CIK 0001757617
$26M1.3M1.43%Q3 202512
State of Wisconsin - Board of Commissioners of Public Lands
CIK 0001967732
$25M1.3M16.25%Q1 202613
NEW YORK LIFE INVESTMENT MANAGEMENT LLC
CIK 0001133639
$24M1.3M0.21%Q1 202614
Cetera Investment Advisers
CIK 0001666741
$23M1.3M0.02%Q1 202615
RATIONAL ADVISORS, INC.
CIK 0001143565
$23M1.2M2.35%Q1 202616
Flaharty Asset Management, LLC
CIK 0001697882
$21M1.1M2.62%Q1 202617
SEI INVESTMENTS CO
CIK 0000350894
$21M1.1M0.02%Q1 202618
Creative Planning
CIK 0001540235
$19M1.0M0.01%Q1 202619
Tiller Private Wealth, Inc.
CIK 0001663649
$18M990K6.48%Q1 202620
Columbus Macro, LLC
CIK 0001727269
$17M919K1.81%Q1 2026
Page 1 of 16
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