CUSIP 37954Y657US PFD ETFPFFDQ4 2025
Aggregate 13F value by quarter
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275 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Orgel Wealth Management, LLC | 7.37M | $139.37M | +343.3K | Added |
| 2 | Bank Of America Corp /De/ | 6.01M | $113.69M | +305.1K | Added |
| 3 | Lpl Financial LLC | 3.85M | $72.71M | −338.0K | Reduced |
| 4 | Morgan Stanley | 2.97M | $56.13M |
| −1.49M |
| Reduced |
| 5 | Wells Fargo & Company/Mn | 2.68M | $50.61M | −15.0K | Reduced |
| 6 | New York Life Investment Management LLC | 1.69M | $32.02M | −125.2K | Reduced |
| 7 | Envestnet Asset Management Inc | 1.68M | $31.70M | +262.5K | Added |
| 8 | Lido Advisors, LLC | 1.53M | $29.62M | −20.3K | Reduced |
| 9 | Fukoku Mutual Life Insurance Co | 1.55M | $29.33M | 0 | Held |
| 10 | Mercer Global Advisors Inc /Adv | 1.40M | $26.50M | −166.0K | Reduced |
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