Who Owns GLBL X U S PREFERRED ETF (PFFD)? -- Institutional Holders (2026-06-30)

309 institutions reported holding $1.23B of GLBL X U S PREFERRED ETF (PFFD) in SEC 13F filings for 2026-06-30. Largest institutional holders: Orgel Wealth Management, LLC ($127.6M), BANK OF AMERICA CORP /DE/ ($95.0M), LPL Financial LLC ($63.5M), Global X Japan Co., Ltd. ($61.4M), MORGAN STANLEY ($52.3M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Orgel Wealth Management, LLC	$127.6M	6.8M	Trimmed
2	BANK OF AMERICA CORP /DE/	$95.0M	5.1M	Trimmed
3	LPL Financial LLC	$63.5M	3.4M	Trimmed
4	Global X Japan Co., Ltd.	$61.4M	3.3M	Trimmed
5	MORGAN STANLEY	$52.3M	2.8M	Trimmed
6	WELLS FARGO & COMPANY/MN	$47.2M	2.5M	Trimmed
7	ENVESTNET ASSET MANAGEMENT INC	$47.1M	2.5M	Added
8	Lido Advisors, LLC	$32.3M	1.7M	Added
9	FUKOKU MUTUAL LIFE INSURANCE Co	$29.0M	1.6M	Hold
10	Cetera Investment Advisers	$27.5M	1.5M	Added
11	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$25.9M	1.4M	Added
12	State of Wisconsin - Board of Commissioners of Public Lands	$25.1M	1.3M	Hold
13	SEI INVESTMENTS CO	$23.7M	1.3M	Added
14	RATIONAL ADVISORS, INC.	$23.6M	1.3M	Added
15	Columbus Macro, LLC	$21.0M	1.1M	Added
16	Creative Planning	$20.7M	1.1M	Added
17	Modern Wealth Management, LLC	$20.3M	1.1M	New
18	Tiller Private Wealth, Inc.	$19.5M	1.0M	Added
19	BESSEMER GROUP INC	$18.7M	1.0M	Hold
20	ASSETMARK, INC	$17.6M	943,083	Added
21	MAI Capital Management	$16.0M	854,288	Added
22	COLLECTIVE FAMILY OFFICE LLC	$14.5M	777,208	Added
23	Steward Partners Investment Advisory, LLC	$13.4M	718,622	Added
24	RAYMOND JAMES FINANCIAL INC	$12.4M	665,418	Added
25	UBS Group AG	$12.4M	663,805	Trimmed

Source: SEC Form 13F filings · as of 2026-06-30