PFFD — Global X Fds Institutional Holders · Q3 2026
Who owns Global X Fds (PFFD)? 12 institutions reported holding $18.71M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Collective Family Office LLC ($8.0M), Sound Income Strategies, LLC ($3.9M), Apella Capital, LLC ($3.1M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | COLLECTIVE FAMILY OFFICE LLC | $8.0M | 452,478 | Trimmed |
| 2 | Sound Income Strategies, LLC | $3.9M | 221,221 | Trimmed |
| 3 | Apella Capital, LLC | $3.1M | 176,502 | Trimmed |
| 4 | Investors Research Corp | $1.1M | 62,527 | Trimmed |
| 5 | Adams Asset Advisors, LLC | $766,128 | 43,530 | Added |
| 6 | Farther Finance Advisors, LLC | $682,394 | 38,772 | Added |
| 7 | TrueWealth Advisors, LLC | $397,495 | 22,585 | Trimmed |
| 8 | EASTERN BANK | $396,000 | 22,500 | New |
| 9 | RVW Wealth, LLC | $266,728 | 15,155 | Trimmed |
| 10 | HF Advisory Group, LLC | $179,427 | 10,194 | New |
| 11 | CoreCap Advisors, LLC | $6,072 | 345 | Trimmed |
| 12 | VALLEY WEALTH MANAGERS, INC. | $127 | 7 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30