# GLOBAL X FDS (PFFD)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/PFFD/

- Reporting holders: 13
- Reported value: $118.3M
- Held through calls: 84.2%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [SEGRA CAPITAL MANAGEMENT, LLC](https://holderbook.com/funds/1607512-segra-capital-management-llc/) | $99.6M | 0 | 10.1% | 1 |
| [COLLECTIVE FAMILY OFFICE LLC](https://holderbook.com/funds/1845066-collective-family-office-llc/) | $8.0M | 452,478 | 1.6% | 24 |
| [Sound Income Strategies, LLC](https://holderbook.com/funds/1730960-sound-income-strategies-llc/) | $3.9M | 221,221 | 0.2% | 23 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $3.1M | 176,502 | 0.0% | 6 |
| [Investors Research Corp](https://holderbook.com/funds/1730630-investors-research-corp/) | $1.1M | 62,527 | 0.2% | 19 |
| [Adams Asset Advisors, LLC](https://holderbook.com/funds/1386929-adams-asset-advisors-llc/) | $766.1K | 43,530 | 0.1% | 6 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $682.4K | 38,772 | 0.0% | 12 |
| [TrueWealth Advisors, LLC](https://holderbook.com/funds/1817714-truewealth-advisors-llc/) | $397.5K | 22,585 | 0.1% | 17 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $396.0K | 22,500 | 0.0% | 1 |
| [RVW Wealth, LLC](https://holderbook.com/funds/1756543-rvw-wealth-llc/) | $266.7K | 15,155 | 0.0% | 24 |
| [HF Advisory Group, LLC](https://holderbook.com/funds/1963169-hf-advisory-group-llc/) | $179.4K | 10,194 | 0.1% | 1 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $6.1K | 345 | 0.0% | 11 |
| [VALLEY WEALTH MANAGERS, INC.](https://holderbook.com/funds/924166-valley-wealth-managers-inc/) | $127 | 7 | 0.0% | 12 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 13 | $118.3M |
| Q2 2026 | 290 | $2.2B |
| Q1 2026 | 290 | $2.0B |
| Q4 2025 | 291 | $1.6B |
| Q3 2025 | 288 | $1.8B |
| Q2 2025 | 292 | $1.5B |
| Q1 2025 | 295 | $1.3B |
| Q4 2024 | 300 | $1.4B |
| Q3 2024 | 272 | $1.3B |
| Q2 2024 | 265 | $1.2B |
| Q1 2024 | 257 | $1.5B |
| Q4 2023 | 267 | $1.3B |