Institutional Ownership Global X Variable Rate Preferr (PFFV)
This table provides information about the institutional ownership of Global X Variable Rate Preferr (PFFV). We have compiled data on the 74 institutions that hold shares in the stock, with a total of 7.22 Million shares, which have been reported (via 13F filing form) to have a value of $164 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,892,062
shares
|
$42.9 Million
0.0% of portfolio
|
Q3 2025
Added 3.33%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
519,963
shares
|
$11.8 Million
0.0% of portfolio
|
Q3 2025
Added 531.59%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
477,609
shares
|
$10.8 Million
0.01% of portfolio
|
Q3 2025
Added 895.99%
|
|
|
Columbus Macro, LLC
|
Oct 16, 2025 Q3 2025 |
439,536
shares
|
$9.96 Million
1.22% of portfolio
|
Q3 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
328,052
shares
|
$7.44 Million
0.02% of portfolio
|
Q3 2025
Added 20.3%
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
Nov 12, 2025 Q3 2025 |
287,455
shares
|
$6.52 Million
1.73% of portfolio
|
Q3 2025
Added 26.27%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
238,030
shares
|
$5.4 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
234,424
shares
|
$5.31 Million
0.0% of portfolio
|
Q3 2025
Added 20.97%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
219,492
shares
|
$4.98 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 07, 2025 Q3 2025 |
216,931
shares
|
$4.92 Million
0.64% of portfolio
|
Q3 2025
Reduced 4.05%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Oct 20, 2025 Q3 2025 |
209,121
shares
|
$4.74 Million
3.19% of portfolio
|
Q3 2025
Added 9.02%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
188,939
shares
|
$4.28 Million
0.01% of portfolio
|
Q3 2025
Added 1253.53%
|
|
|
Axs Investments LLC
Port Chester, NY |
Nov 04, 2025 Q3 2025 |
179,841
shares
|
$4.08 Million
1.91% of portfolio
|
Q3 2025
Reduced 15.46%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
162,187
shares
|
$3.68 Million
0.04% of portfolio
|
Q2 2025
Added 198.3%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Oct 22, 2025 Q3 2025 |
158,080
shares
|
$3.58 Million
1.71% of portfolio
|
Q3 2025
Reduced 3.82%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
104,249
shares
|
$2.36 Million
0.0% of portfolio
|
Q3 2025
Reduced 59.45%
|
|
|
Integral Investment Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
102,953
shares
|
$2.33 Million
0.67% of portfolio
|
Q3 2025
Added 27.6%
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
95,884
shares
|
$2.17 Million
0.39% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
89,236
shares
|
$2.02 Million
0.09% of portfolio
|
Q3 2025
Reduced 7.84%
|
|
|
Aps Management Group, Inc.
Torrance, CA |
Oct 22, 2025 Q3 2025 |
81,343
shares
|
$1.84 Million
1.67% of portfolio
|
Q3 2025
New holding
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
78,677
shares
|
$1.78 Million
0.01% of portfolio
|
Q2 2025
Added 88.8%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
78,418
shares
|
$1.78 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.34%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
65,848
shares
|
$1.49 Million
0.0% of portfolio
|
Q3 2025
Added 8.74%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Oct 23, 2025 Q3 2025 |
60,863
shares
|
$1.38 Million
1.06% of portfolio
|
Q3 2025
Added 2.35%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
55,405
shares
|
$1.26 Million
0.2% of portfolio
|
Q2 2023
Added 66.62%
|
|