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 5.01 Million shares, which have been reported (via 13F filing form) to have a value of $115 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,445,451
shares
|
$33.1 Million
0.0% of portfolio
|
Q1 2025
Added 11.7%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
295,339
shares
|
$6.75 Million
0.02% of portfolio
|
Q1 2025
Added 14.11%
|
|
|
Axs Investments LLC
Port Chester, NY |
May 09, 2025 Q1 2025 |
273,450
shares
|
$6.25 Million
1.94% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
240,400
shares
|
$5.5 Million
0.0% of portfolio
|
Q1 2025
Added 521.03%
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
May 07, 2025 Q1 2025 |
227,550
shares
|
$5.2 Million
1.59% of portfolio
|
Q1 2025
Added 61.57%
|
|
|
Bedel Financial Consulting, Inc.
|
May 07, 2025 Q1 2025 |
226,659
shares
|
$5.18 Million
0.74% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
218,028
shares
|
$4.99 Million
0.0% of portfolio
|
Q1 2025
Added 8.12%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
175,850
shares
|
$4.02 Million
0.01% of portfolio
|
Q1 2025
Added 111.06%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Apr 15, 2025 Q1 2025 |
166,862
shares
|
$3.82 Million
3.1% of portfolio
|
Q1 2025
Added 4.92%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
May 14, 2025 Q1 2025 |
154,211
shares
|
$3.53 Million
1.78% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
143,995
shares
|
$3.29 Million
0.0% of portfolio
|
Q1 2025
Added 6.61%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
102,760
shares
|
$2.35 Million
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
93,723
shares
|
$2.14 Million
0.47% of portfolio
|
Q1 2025
Added 6.11%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
83,343
shares
|
$1.91 Million
0.0% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
75,809
shares
|
$1.73 Million
0.0% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Apr 22, 2025 Q1 2025 |
61,813
shares
|
$1.41 Million
1.18% of portfolio
|
Q1 2025
Added 2.23%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
59,673
shares
|
$1.36 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
57,423
shares
|
$1.31 Million
0.11% of portfolio
|
Q1 2025
Added 9.49%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
55,405
shares
|
$1.27 Million
0.2% of portfolio
|
Q2 2023
Added 66.62%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
54,370
shares
|
$1.24 Million
0.02% of portfolio
|
Q1 2025
Added 240.51%
|
|
|
Integral Investment Advisors, Inc.
|
Apr 15, 2025 Q1 2025 |
50,557
shares
|
$1.16 Million
0.39% of portfolio
|
Q1 2025
Added 20.32%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
48,136
shares
|
$1.1 Million
0.0% of portfolio
|
Q1 2025
Added 34.74%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
41,672
shares
|
$953,038
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Apr 18, 2025 Q1 2025 |
33,425
shares
|
$764,429
0.64% of portfolio
|
Q1 2025
Reduced 32.98%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
32,744
shares
|
$748,855
0.06% of portfolio
|
Q3 2022
Added 3.42%
|