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 |
|---|---|---|---|---|---|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
May 02, 2025 Q1 2025 |
12,425
shares
|
$284,159
0.0% of portfolio
|
Q1 2025
Reduced 3.81%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
11,900
shares
|
$272,153
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
11,779
shares
|
$269,385
0.0% of portfolio
|
Q1 2025
Reduced 5.31%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Apr 21, 2025 Q1 2025 |
10,570
shares
|
$241,735
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
10,438
shares
|
$238,717
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
10,377
shares
|
$237,321
0.03% of portfolio
|
Q1 2025
Added 1.79%
|
|
|
Firestone Capital Management
|
May 02, 2025 Q1 2025 |
8,832
shares
|
$201,987
0.06% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
8,490
shares
|
$194,166
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
6,109
shares
|
$139,712
0.01% of portfolio
|
Q1 2025
Reduced 9.39%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
6,094
shares
|
$139,369
0.0% of portfolio
|
Q4 2024
Reduced 33.59%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
4,904
shares
|
$112,154
0.0% of portfolio
|
Q2 2024
Reduced 34.42%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
1,858
shares
|
$42,492
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
817
shares
|
$18,684
0.0% of portfolio
|
Q1 2025
Reduced 57.36%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
600
shares
|
$13,722
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
484
shares
|
$11,069
0.0% of portfolio
|
Q2 2023
Reduced 36.23%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
300
shares
|
$6,861
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
270
shares
|
$6,174
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
265
shares
|
$6,060
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
143
shares
|
$3,270
0.0% of portfolio
|
Q1 2025
Reduced 57.69%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
106
shares
|
$2,424
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
94
shares
|
$2,149
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
61
shares
|
$1,395
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
9
shares
|
$205
0.0% of portfolio
|
Q4 2024
Reduced 99.9%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|