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 |
|---|---|---|---|---|---|
|
Pur Efi Wealth, LLC
Boston, MA |
Jul 22, 2025 Q2 2025 |
10,570
shares
|
$245,858
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
10,521
shares
|
$244,718
0.0% of portfolio
|
Q2 2025
Reduced 21.87%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
10,477
shares
|
$243,695
0.02% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
10,438
shares
|
$242,787
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
Aug 12, 2025 Q2 2025 |
10,390
shares
|
$241,671
0.0% of portfolio
|
Q2 2025
Reduced 16.38%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
9,143
shares
|
$212,666
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Firestone Capital Management
|
Aug 08, 2025 Q2 2025 |
8,859
shares
|
$206,060
0.05% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
6,135
shares
|
$142,700
0.01% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
4,904
shares
|
$114,067
0.0% of portfolio
|
Q2 2024
Reduced 34.42%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
3,400
shares
|
$79,084
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Aug 06, 2025 Q2 2025 |
1,892
shares
|
$44,007
0.04% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,798
shares
|
$41,821
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
1,283
shares
|
$29,842
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
828
shares
|
$19,259
0.0% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
600
shares
|
$13,956
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
500
shares
|
$11,630
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
484
shares
|
$11,257
0.0% of portfolio
|
Q2 2023
Reduced 36.23%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
346
shares
|
$8,047
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
300
shares
|
$6,978
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
300
shares
|
$6,978
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
294
shares
|
$6,838
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
234
shares
|
$5,442
0.0% of portfolio
|
Q2 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
|