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 |
|---|---|---|---|---|---|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
32,744
shares
|
$742,306
0.06% of portfolio
|
Q3 2022
Added 3.42%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
32,042
shares
|
$726,392
0.02% of portfolio
|
Q3 2025
Reduced 4.3%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
31,506
shares
|
$714,241
0.0% of portfolio
|
Q3 2025
Reduced 3.84%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Oct 15, 2025 Q3 2025 |
29,700
shares
|
$673,299
0.47% of portfolio
|
Q3 2025
Reduced 3.26%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
29,200
shares
|
$661,964
0.01% of portfolio
|
Q3 2025
Reduced 14.37%
|
|
|
Napa Wealth Management
Napa, CA |
Nov 12, 2025 Q3 2025 |
28,423
shares
|
$644,349
0.31% of portfolio
|
Q3 2025
Added 1.31%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2025 Q3 2025 |
28,086
shares
|
$636,709
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
26,316
shares
|
$596,583
0.01% of portfolio
|
Q3 2025
Added 1.78%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
25,570
shares
|
$579,671
0.0% of portfolio
|
Q3 2025
Reduced 5.83%
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
25,333
shares
|
$574,299
0.61% of portfolio
|
Q3 2023
Added 11.23%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Nov 13, 2025 Q3 2025 |
24,699
shares
|
$559,926
0.15% of portfolio
|
Q3 2025
Reduced 12.8%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
23,985
shares
|
$543,739
0.06% of portfolio
|
Q3 2025
Added 10.92%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
23,374
shares
|
$529,888
0.01% of portfolio
|
Q3 2025
Reduced 2.92%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
23,083
shares
|
$523,291
0.02% of portfolio
|
Q3 2025
Reduced 5.1%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
22,162
shares
|
$502,412
0.0% of portfolio
|
Q3 2025
Added 13.39%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
17,806
shares
|
$403,662
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 07, 2025 Q3 2025 |
17,363
shares
|
$393,619
0.01% of portfolio
|
Q3 2025
Added 60.13%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
17,065
shares
|
$386,863
0.0% of portfolio
|
Q4 2022
Added 10.91%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
15,957
shares
|
$361,745
0.02% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
14,563
shares
|
$330,143
0.03% of portfolio
|
Q3 2025
Reduced 12.78%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Oct 31, 2025 Q3 2025 |
14,371
shares
|
$325,790
0.11% of portfolio
|
Q3 2025
Added 13.24%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Oct 09, 2025 Q3 2025 |
13,738
shares
|
$311,440
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
13,551
shares
|
$307,201
0.02% of portfolio
|
Q3 2025
Reduced 10.59%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
13,532
shares
|
$306,770
0.01% of portfolio
|
Q2 2024
Added 2.44%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Nov 03, 2025 Q3 2025 |
12,847
shares
|
$291,241
0.14% of portfolio
|
Q3 2025
Reduced 9.7%
|
|