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 73 institutions that hold shares in the stock, with a total of 5.61 Million shares, which have been reported (via 13F filing form) to have a value of $130 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
|
$761,625
0.06% of portfolio
|
Q3 2022
Added 3.42%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jul 14, 2025 Q2 2025 |
30,700
shares
|
$714,082
0.52% of portfolio
|
Q2 2025
Reduced 8.15%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Jul 31, 2025 Q2 2025 |
28,325
shares
|
$658,839
0.2% of portfolio
|
Q2 2025
Added 13.46%
|
|
|
Napa Wealth Management
Napa, CA |
Aug 14, 2025 Q2 2025 |
28,055
shares
|
$652,559
0.31% of portfolio
|
Q2 2025
Reduced 2.05%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
27,152
shares
|
$631,555
0.0% of portfolio
|
Q2 2025
Added 11.58%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
25,857
shares
|
$601,433
0.01% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
25,333
shares
|
$589,245
0.61% of portfolio
|
Q3 2023
Added 11.23%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
24,324
shares
|
$565,776
0.02% of portfolio
|
Q2 2025
Added 55.37%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
24,078
shares
|
$560,054
0.01% of portfolio
|
Q2 2025
Reduced 18.47%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
21,623
shares
|
$502,950
0.06% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
19,545
shares
|
$454,616
0.0% of portfolio
|
Q2 2025
Added 48.07%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
17,065
shares
|
$396,931
0.0% of portfolio
|
Q4 2022
Added 10.91%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
16,696
shares
|
$388,348
0.03% of portfolio
|
Q2 2025
Reduced 17.38%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
15,944
shares
|
$370,857
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
15,156
shares
|
$352,528
0.03% of portfolio
|
Q2 2025
Reduced 73.61%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Aug 11, 2025 Q2 2025 |
14,227
shares
|
$330,920
0.16% of portfolio
|
Q2 2025
Added 8.74%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
13,959
shares
|
$324,686
0.0% of portfolio
|
Q2 2025
Added 18.77%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
13,532
shares
|
$314,754
0.01% of portfolio
|
Q2 2024
Added 2.44%
|
|
|
Ballast, Inc.
|
Jul 29, 2025 Q2 2025 |
12,819
shares
|
$298,169
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Joseph P. Lucia & Associates, LLC
|
Aug 04, 2025 Q2 2025 |
12,819
shares
|
$298,169
0.14% of portfolio
|
Q2 2025
Reduced 3.75%
|
|
|
Paulson Wealth Management Inc.
|
Aug 06, 2025 Q2 2025 |
12,746
shares
|
$296,471
0.08% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Aug 13, 2025 Q2 2025 |
12,691
shares
|
$295,192
0.12% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
11,900
shares
|
$276,794
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Flc Capital Advisors
|
Jul 29, 2025 Q2 2025 |
11,075
shares
|
$257,604
0.05% of portfolio
|
Q2 2025
Reduced 48.32%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Aug 06, 2025 Q2 2025 |
10,843
shares
|
$252,208
0.01% of portfolio
|
Q2 2025
Reduced 45.9%
|