PFFD institutional holders

GLOBAL X FDS · 13F, 2026Q2

Managers holding281
Shares held65,797,666
Reported value$1.2bn
Quarter flows30 new, 104 added, 97 trimmed, 32 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Orgel Wealth Management, LLC6,826,192$127.6m2.7%
BANK OF AMERICA CORP /DE/5,082,251$95.0m0.0%
LPL Financial LLC3,399,971$63.5m0.0%
Global X Japan Co., Ltd.3,283,546$61.4m2.3%
MORGAN STANLEY2,797,268$52.3m0.0%
WELLS FARGO & COMPANY/MN2,526,830$47.2m0.0%
ENVESTNET ASSET MANAGEMENT INC2,522,498$47.1m0.0%
Lido Advisors, LLC1,726,148$32.3m0.1%
FUKOKU MUTUAL LIFE INSURANCE Co1,551,000$29.0m1.7%
Cetera Investment Advisers1,472,675$27.5m0.0%
New York Life Investment Management LLC1,387,155$25.9m0.2%
State of Wisconsin - Board of Commissioners of Public Lands1,341,305$25.1m16.4%
SEI INVESTMENTS CO1,269,010$23.7m0.0%
RATIONAL ADVISORS, INC.1,262,475$23.6m2.2%
Columbus Macro, LLC1,121,532$21.0m2.0%
Creative Planning1,106,347$20.7m0.0%
Modern Wealth Management, LLC1,087,805$20.3m0.2%
Tiller Private Wealth, Inc.1,042,759$19.5m6.1%
BESSEMER GROUP INC1,001,871$18.7m0.0%
ASSETMARK, INC943,083$17.6m0.0%
MAI Capital Management854,288$16.0m0.1%
COLLECTIVE FAMILY OFFICE LLC777,208$14.5m3.0%
Steward Partners Investment Advisory, LLC718,622$13.4m0.1%
RAYMOND JAMES FINANCIAL INC665,418$12.4m0.0%
UBS Group AG663,805$12.4m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("PFFD"). PFFD price history · All 13F data

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