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 |
|---|---|---|---|---|---|
|
Joseph P. Lucia & Associates, LLC
|
Oct 20, 2025 Q3 2025 |
12,391
shares
|
$280,903
0.13% of portfolio
|
Q3 2025
Reduced 3.34%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
11,900
shares
|
$269,773
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
11,641
shares
|
$263,901
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
10,699
shares
|
$242,546
0.0% of portfolio
|
Q3 2025
Added 1.69%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
10,608
shares
|
$240,483
0.0% of portfolio
|
Q3 2025
Added 2.1%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
10,438
shares
|
$236,629
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
9,651
shares
|
$218,788
0.02% of portfolio
|
Q3 2025
Reduced 7.88%
|
|
|
Firestone Capital Management
|
Nov 05, 2025 Q3 2025 |
8,885
shares
|
$201,422
0.05% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
4,904
shares
|
$111,173
0.0% of portfolio
|
Q2 2024
Reduced 34.42%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
1,905
shares
|
$43,186
0.03% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1,500
shares
|
$34,005
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
1,306
shares
|
$29,607
0.0% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
839
shares
|
$19,020
0.0% of portfolio
|
Q3 2025
Added 1.33%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
600
shares
|
$13,602
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
533
shares
|
$12,083
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
510
shares
|
$11,561
0.0% of portfolio
|
Q3 2025
Reduced 71.64%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
500
shares
|
$11,335
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
484
shares
|
$10,972
0.0% of portfolio
|
Q2 2023
Reduced 36.23%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
450
shares
|
$10,201
0.0% of portfolio
|
Q3 2025
Added 50.0%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
346
shares
|
$7,843
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
300
shares
|
$6,801
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
234
shares
|
$5,304
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
51
shares
|
$1,156
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|