Who Owns GLOBAL X FDS (PFFD)? -- Institutional Holders (2026-03-31)
306 institutions reported holding $1.19B of GLOBAL X FDS (PFFD) in SEC 13F filings for 2026-03-31. Largest institutional holders: Orgel Wealth Management, LLC ($129.6M), BANK OF AMERICA CORP /DE/ ($97.6M), LPL Financial LLC ($66.4M), Global X Japan Co., Ltd. ($62.9M), MORGAN STANLEY ($52.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Orgel Wealth Management, LLC | $129.6M | 7.0M | Trimmed |
| 2 | BANK OF AMERICA CORP /DE/ | $97.6M | 5.3M | Trimmed |
| 3 | LPL Financial LLC | $66.4M | 3.6M | Trimmed |
| 4 | Global X Japan Co., Ltd. | $62.9M | 3.4M | New |
| 5 | MORGAN STANLEY | $52.7M | 2.9M | Trimmed |
| 6 | WELLS FARGO & COMPANY/MN | $47.1M | 2.6M | Trimmed |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $41.4M | 2.2M | Added |
| 8 | Lido Advisors, LLC | $30.2M | 1.6M | Added |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $29.1M | 1.6M | Added |
| 10 | FUKOKU MUTUAL LIFE INSURANCE Co | $28.5M | 1.6M | Hold |
| 11 | State of Wisconsin - Board of Commissioners of Public Lands | $24.7M | 1.3M | Hold |
| 12 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | $24.4M | 1.3M | Trimmed |
| 13 | Cetera Investment Advisers | $23.1M | 1.3M | Added |
| 14 | RATIONAL ADVISORS, INC. | $23.0M | 1.2M | Added |
| 15 | Flaharty Asset Management, LLC | $21.1M | 1.1M | Added |
| 16 | SEI INVESTMENTS CO | $20.5M | 1.1M | Added |
| 17 | Creative Planning | $19.1M | 1.0M | Added |
| 18 | BESSEMER GROUP INC | $18.4M | 1.0M | New |
| 19 | Tiller Private Wealth, Inc. | $18.2M | 990,412 | Added |
| 20 | Columbus Macro, LLC | $16.9M | 919,406 | Added |
| 21 | MERCER GLOBAL ADVISORS INC /ADV | $15.9M | 862,915 | Trimmed |
| 22 | ASSETMARK, INC | $15.9M | 862,293 | Added |
| 23 | MAI Capital Management | $13.2M | 719,883 | Added |
| 24 | COLLECTIVE FAMILY OFFICE LLC | $12.8M | 697,288 | Added |
| 25 | Steward Partners Investment Advisory, LLC | $12.6M | 685,457 | Added |
Source: SEC Form 13F filings · as of 2026-03-31