Who Owns GLOBAL X FDS (PFFD)? -- Institutional Holders (2026-06-30)
309 institutions reported holding $1.23B of GLOBAL X FDS (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