Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / US PFD ETF
-
Number of holders
-
219
-
Total 13F shares, excl. options
-
53,751,589
-
Shares change
-
+3,453,806
-
Total reported value, excl. options
-
$1,042,213,647
-
Value change
-
+$66,349,120
-
Put/Call ratio
-
3.8%
-
Number of buys
-
123
-
Number of sells
-
-98
-
Price
-
$19.39
Significant Holders of GLOBAL X FDS - US PFD ETF (PFFD) as of Q2 2023
252 filings reported holding PFFD - GLOBAL X FDS - US PFD ETF as of Q2 2023.
GLOBAL X FDS - US PFD ETF (PFFD) has 219 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 53,751,589 shares
.
Largest 10 shareholders include WELLS FARGO & COMPANY/MN (6,051,688 shares), Orgel Wealth Management, LLC (4,639,077 shares), MORGAN STANLEY (3,511,557 shares), BANK OF AMERICA CORP /DE/ (2,570,558 shares), Charles Schwab Investment Advisory, Inc. (2,386,948 shares), RATIONAL ADVISORS LLC (2,226,661 shares), Flaharty Asset Management, LLC (1,726,639 shares), Lido Advisors, LLC (1,528,111 shares), CWM, LLC (1,443,978 shares), and LPL Financial LLC (1,380,746 shares).
This table shows the top 219 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.