Who owns PFFD?
Global X U.S. Preferred ETF · Global X
281 institutions reported holding PFFD, worth $1.2B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of PFFD
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Orgel Wealth Management, LLC | Altoona, WI | $127.6M | 6,826,192 | −219,679 shares |
| Bank of America Corp. | Charlotte, NC | $95.0M | 5,082,251 | −223,641 shares |
| LPL Financial LLC | Fort Mill, SC | $63.5M | 3,399,971 | −210,132 shares |
| Global X Japan Co., Ltd. | Chiyoda-Ku, Tokyo, Japan | $61.4M | 3,283,546 | −134,535 shares |
| Morgan Stanley | New York, NY | $52.3M | 2,797,268 | −64,448 shares |
| Wells Fargo & Company | San Francisco, CA | $47.2M | 2,526,830 | −33,411 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $47.1M | 2,522,498 | +272,858 shares |
| Lido Advisors, LLC | Los Angeles, CA | $32.3M | 1,726,148 | +83,265 shares |
| FUKOKU MUTUAL LIFE INSURANCE Co | Tokyo, Japan | $29.0M | 1,551,000 | No change |
| Cetera Investment Advisers | Schaumburg, IL | $27.5M | 1,472,675 | +218,249 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns PFFD?
281 institutional managers reported holding PFFD in Form 13F filings for June 30, 2026, worth $1.2B in total. The largest reported position was held by Orgel Wealth Management, LLC, at $127.6M.
Did institutions buy or sell PFFD last quarter?
Reported 13F value rose 3.3% from March 31, 2026, which includes price moves as well as buying and selling. 33 firms reported a new position and 26 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is PFFD ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.