# GLOBAL X FDS US PFD ETF

GLOBAL X FDS US PFD ETF is a security (CUSIP 37954Y657) tracked across SEC portfolio filings. 296 institutional managers reported $1.2B on Form 13F as of 2026-06-30.

## Summary

- Issuer: GLOBAL X FDS
- Class: US PFD ETF
- CUSIP: 37954Y657
- 13F holders: 296
- 13F value: $1.2B
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 296 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [Orgel Wealth Management, LLC](https://search.stillhousedata.com/firm/168219) | ALTOONA, WI | $127.6M | 6,826,192 |
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $97.6M | 5,305,892 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $66.4M | 3,610,103 |
| Global X Japan Co., Ltd. | CHIYODA-KU, TOKYO, M0 | $61.4M | 3,283,546 |
| MORGAN STANLEY | NEW YORK, NY | $52.7M | 2,861,716 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $47.1M | 2,522,498 |
| WELLS FARGO & COMPANY/MN | SAN FRANCISCO, CA | $47.1M | 2,560,241 |
| [Lido Advisors, LLC](https://search.stillhousedata.com/firm/269866) | Los Angeles, CA | $30.2M | 1,642,883 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | BALA CYNWYD, PA | $29.1M | 1,582,717 |
| FUKOKU MUTUAL LIFE INSURANCE Co | TOKYO, M0 | $29.0M | 1,551,000 |
| [Full Sail Capital, LLC](https://search.stillhousedata.com/firm/291368) | OKLAHOMA CITY, OK | $26.0M | 1,338,750 |
| State of Wisconsin - Board of Commissioners of Public Lands | MADISON, WI | $25.1M | 1,341,305 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | New York, NY | $24.4M | 1,325,577 |
| [RATIONAL ADVISORS, INC.](https://search.stillhousedata.com/firm/111452) | San Juan, PR | $23.6M | 1,262,475 |
| [Cetera Investment Advisers](https://search.stillhousedata.com/firm/105644) | SCHAUMBURG, IL | $23.1M | 1,254,426 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/37954y657.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.