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 5.61 Million shares, which have been reported (via 13F filing form) to have a value of $129 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1,831,058
shares
|
$42.1 Million
0.0% of portfolio
|
Q2 2025
Added 26.68%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
272,685
shares
|
$6.27 Million
0.02% of portfolio
|
Q2 2025
Added 55.07%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
257,112
shares
|
$5.91 Million
0.0% of portfolio
|
Q2 2025
Added 6.95%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
239,531
shares
|
$5.51 Million
0.02% of portfolio
|
Q2 2025
Reduced 18.9%
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
Aug 11, 2025 Q2 2025 |
227,653
shares
|
$5.24 Million
1.52% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Bedel Financial Consulting, Inc.
|
Aug 12, 2025 Q2 2025 |
226,094
shares
|
$5.2 Million
0.7% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
220,468
shares
|
$5.07 Million
0.0% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
Axs Investments LLC
Port Chester, NY |
Aug 11, 2025 Q2 2025 |
212,737
shares
|
$4.89 Million
2.13% of portfolio
|
Q2 2025
Reduced 22.2%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
193,788
shares
|
$4.46 Million
0.0% of portfolio
|
Q2 2025
Added 34.58%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jul 16, 2025 Q2 2025 |
191,816
shares
|
$4.41 Million
3.04% of portfolio
|
Q2 2025
Added 14.95%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Aug 13, 2025 Q2 2025 |
164,364
shares
|
$3.78 Million
2.0% of portfolio
|
Q2 2025
Added 6.58%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
162,187
shares
|
$3.73 Million
0.04% of portfolio
|
Q2 2025
Added 198.3%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Aug 11, 2025 Q2 2025 |
96,825
shares
|
$2.23 Million
0.11% of portfolio
|
Q2 2025
Reduced 5.78%
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
94,638
shares
|
$2.18 Million
0.41% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
82,326
shares
|
$1.89 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Integral Investment Advisors, Inc.
|
Aug 01, 2025 Q2 2025 |
80,686
shares
|
$1.86 Million
0.54% of portfolio
|
Q2 2025
Added 59.59%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
80,299
shares
|
$1.85 Million
0.0% of portfolio
|
Q2 2025
Added 5.92%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
78,677
shares
|
$1.81 Million
0.01% of portfolio
|
Q2 2025
Added 88.8%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
60,553
shares
|
$1.39 Million
0.0% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Jul 24, 2025 Q2 2025 |
59,463
shares
|
$1.37 Million
1.03% of portfolio
|
Q2 2025
Reduced 3.8%
|
|
|
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%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
47,953
shares
|
$1.1 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
34,100
shares
|
$784,300
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
33,482
shares
|
$770,086
0.02% of portfolio
|
Q2 2025
Added 44.05%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
32,764
shares
|
$753,572
0.0% of portfolio
|
Q2 2025
Added 1.7%
|