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Global X Variable Rate Preferred ETF (PFFV) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Global X Variable Rate Preferred ETF (NYSEARCA:PFFV)

Number of
Institutional Buyers
(last 12 months)
43
Total
Institutional Inflows
(last 12 months)
$38.76M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$5.49M
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PFFV Institutional Buying and Selling by Quarter

Global X Variable Rate Preferred ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/18/2025Truist Financial Corp27,152$619K0.0%+11.6%0.198%
7/17/2025Janney Montgomery Scott LLC272,685$6.22M0.0%+55.1%1.985%
7/16/2025 Investment Partners Asset Management Inc.191,816$4.37M3.0%+15.0%1.396%
7/14/2025 Seed Wealth Management Inc.30,700$700K0.5%-8.2%0.223%
7/11/2025 Farther Finance Advisors LLC34,100$777K0.0%N/A0.249%
5/14/2025CreativeOne Wealth LLC15,656$370K0.0%-8.8%0.120%
5/14/2025Napa Wealth Management28,641$678K0.4%-11.7%0.220%
5/14/2025Leslie Global Wealth LLC154,211$3.65M1.8%-0.5%1.184%
5/14/2025CW Advisors LLC54,370$1.29M0.0%+240.5%0.417%
5/14/2025Joseph P. Lucia & Associates LLC13,319$315K0.1%+8.5%0.102%
5/13/2025SFI Advisors LLC12,519$296K0.2%N/A0.096%
5/13/2025Howard Wealth Management LLC13,083$310K0.2%+36.8%0.100%
5/13/2025Trajan Wealth LLC102,760$2.43M0.1%N/A0.789%
5/9/2025AXS Investments LLC273,450$6.47M1.8%N/A2.099%
5/9/2025West Michigan Advisors LLC24,965$591K0.2%+4.7%0.192%
5/7/2025Ironsides Asset Advisors LLC227,550$5.38M1.6%+61.6%1.746%
5/7/2025LPL Financial LLC143,995$3.41M0.0%+6.6%1.105%
5/7/2025Texas Yale Capital Corp.20,043$474K0.0%+23.2%0.154%
5/6/2025Cetera Investment Advisers48,136$1.14M0.0%+34.7%0.372%
5/6/2025Choreo LLC10,438$247K0.0%N/A0.081%
5/2/2025Segall Bryant & Hamill LLC12,425$294K0.0%-3.8%0.096%
5/2/2025SBI Securities Co. Ltd.23,244$550K0.0%+43.6%0.179%
5/2/2025Apollon Wealth Management LLC8,490$201K0.0%N/A0.066%
4/29/2025Envestnet Asset Management Inc.83,343$1.97M0.0%+2.3%0.644%
4/28/2025North Capital Inc.1,858$44K0.0%N/A0.014%
4/22/2025Cambridge Investment Research Advisors Inc.295,339$6.99M0.0%+14.1%2.281%
4/22/2025Comprehensive Money Management Services LLC61,813$1.46M1.2%+2.2%0.477%
4/18/2025 Seed Wealth Management Inc.33,425$791K0.6%-33.0%0.258%
4/17/2025Janney Montgomery Scott LLC175,850$4.16M0.0%+111.1%1.358%
4/15/2025 Investment Partners Asset Management Inc.166,862$3.95M3.1%+4.9%1.289%
4/15/2025Integral Investment Advisors Inc.50,557$1.20M0.4%+20.3%0.390%
4/11/2025Princeton Global Asset Management LLC93,723$2.22M0.4%+6.1%0.737%
4/10/2025 Beacon Financial Group21,620$512K0.1%-15.7%0.170%
3/4/2025Comprehensive Money Management Services LLC60,463$1.43M1.2%N/A0.508%
2/17/2025Strategic Wealth Partners Ltd.20,207$483K0.0%-6.5%0.193%
2/17/2025Napa Wealth Management32,453$765K0.3%-16.3%0.310%
2/17/2025Cetera Investment Advisers35,726$842K0.0%+39.7%0.341%
2/17/2025Bank of America Corp DE38,710$912K0.0%+22.5%0.370%
2/14/2025Comerica Bank32,292$761K0.0%-8.5%0.308%
2/14/2025Leslie Global Wealth LLC155,056$3.66M1.7%-23.2%1.481%
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2/14/2025GeoWealth Management LLC6,742$159K0.0%-6.6%0.064%
2/13/2025Rockefeller Capital Management L.P.75,392$1.78M0.0%+33.6%0.720%
2/13/2025Envestnet Asset Management Inc.81,496$1.92M0.0%+14.0%0.778%
2/13/2025Wells Fargo & Company MN2,450$58K0.0%N/A0.023%
2/12/2025Ausdal Financial Partners Inc.52,446$1.24M0.1%-4.0%0.501%
2/11/2025Congress Wealth Management LLC DE15,967$376K0.0%N/A0.153%
2/11/2025LPL Financial LLC135,069$3.18M0.0%+46.7%1.290%
2/10/2025Corient Private Wealth LLC13,951$329K0.0%+15.2%0.133%
2/10/2025Ironsides Asset Advisors LLC140,837$3.32M1.0%+231.4%1.345%
2/6/2025Bedel Financial Consulting Inc.226,252$5.41M0.8%-2.2%2.161%
2/6/2025SBI Securities Co. Ltd.16,186$382K0.0%N/A0.155%
2/5/2025West Michigan Advisors LLC23,854$564K0.2%+136.2%0.228%
2/5/2025Private Trust Co. NA10,195$240K0.0%+51.6%0.097%
2/4/2025Acorn Wealth Advisors LLC12,786$301K0.1%+3.5%0.122%
2/4/2025Integral Investment Advisors Inc.42,020$990K0.3%+10.3%0.401%
1/31/2025Global Retirement Partners LLC6,094$144K0.0%-33.6%0.058%
1/31/2025Truist Financial Corp16,997$401K0.0%-64.8%0.162%
1/30/2025Howard Wealth Management LLC9,564$225K0.1%N/A0.091%
1/30/2025PUREfi Wealth LLC10,570$249K0.2%N/A0.101%
1/30/2025 Investment Partners Asset Management Inc.159,030$3.75M2.9%+4.4%1.519%
1/27/2025Stratos Wealth Partners LTD.26,000$613K0.0%+34.4%0.248%
1/24/2025Princeton Global Asset Management LLC88,326$2.08M0.4%+0.7%0.844%
1/17/2025Janney Montgomery Scott LLC83,317$1.96M0.0%+298.5%0.796%
1/16/2025FLC Capital Advisors21,429$505K0.1%+12.0%0.205%
1/8/2025International Assets Investment Management LLC11,900$284K0.0%N/A0.114%
12/26/2024JPMorgan Chase & Co.43,328$1.04M0.0%N/A0.414%
11/25/2024Sanctuary Advisors LLC8,448$203K0.0%-88.8%0.081%
11/15/2024Stifel Financial Corp12,526$301K0.0%-57.6%0.120%
11/14/2024Rockefeller Capital Management L.P.56,436$1.36M0.0%+6.4%0.539%
11/14/2024CreativeOne Wealth LLC17,229$414K0.0%+17.2%0.165%
11/13/2024Acorn Wealth Advisors LLC12,350$297K0.1%+16.5%0.118%
11/13/2024Private Trust Co. NA6,723$162K0.0%+95.3%0.064%
11/8/2024Segall Bryant & Hamill LLC12,612$303K0.0%N/A0.120%
11/7/2024Napa Wealth Management38,758$932K0.4%+35.3%0.370%
11/5/2024Paulson Wealth Management Inc.19,716$474K0.1%-5.6%0.188%
10/31/2024Ironsides Asset Advisors LLC42,496$1.02M0.3%-1.3%0.406%
10/30/2024Leslie Global Wealth LLC202,006$4.86M2.4%+6.6%1.929%
10/29/2024Princeton Global Asset Management LLC87,747$2.11M0.4%+1.5%0.838%
10/25/2024Walter & Keenan Wealth Management LLC IN ADV8,730$210K0.1%-59.8%0.083%
10/24/2024 Investment Partners Asset Management Inc.152,293$3.66M3.0%+5.1%1.455%
10/23/2024West Michigan Advisors LLC10,099$243K0.1%N/A0.096%
10/16/2024FLC Capital Advisors19,132$460K0.1%+80.3%0.183%
10/11/2024Creative Planning171,806$4.13M0.0%+31.1%1.641%
10/8/2024Strategic Wealth Partners Ltd.21,623$520K0.0%-8.0%0.207%
9/5/2024Sanctuary Advisors LLC75,373$1.75M0.0%N/A0.720%
8/21/2024Truist Financial Corp54,303$1.28M0.0%+11.1%0.519%
8/16/2024Creative Planning131,089$3.10M0.0%+43.6%1.252%
8/6/2024Ausdal Financial Partners Inc.54,677$1.29M0.1%+5.1%0.522%
7/30/2024Integral Investment Advisors Inc.13,322$317K0.1%+33.8%0.127%
7/30/2024International Assets Investment Management LLC8,960$212K0.0%N/A0.086%
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7/26/2024Cambridge Investment Research Advisors Inc.48,043$1.14M0.0%N/A0.459%
7/26/2024Paulson Wealth Management Inc.20,880$494K0.1%-3.1%0.199%
7/17/2024 Seed Wealth Management Inc.50,225$1.19M1.0%-15.0%0.480%
7/16/2024FLC Capital Advisors10,613$251K0.1%N/A0.101%
7/10/2024CWM LLC4,904$116K0.0%-34.4%0.047%
7/9/2024 Investment Partners Asset Management Inc.144,961$3.43M3.1%+8.5%1.385%
5/24/2024Cetera Advisors LLC41,989$994K0.0%+366.8%0.401%
5/24/2024Cetera Investment Advisers140,514$3.33M0.0%-39.7%1.342%
5/20/2024Strategic Wealth Partners Ltd.26,840$636K0.1%-3.0%0.256%
5/17/2024Comerica Bank28,762$681K0.0%+9.0%0.275%
(Data available from 1/1/2016 forward)

PFFV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PFFV shares?

During the previous two years, 72 institutional investors and hedge funds held shares of Global X Variable Rate Preferred ETF. The most heavily invested institutionals were Cambridge Investment Research Advisors Inc. ($6.99M), AXS Investments LLC ($6.47M), Janney Montgomery Scott LLC ($6.22M), Bedel Financial Consulting Inc. ($5.41M), Ironsides Asset Advisors LLC ($5.38M), Investment Partners Asset Management Inc. ($4.37M), and Creative Planning ($4.13M).Learn more on Global X Variable Rate Preferred ETF's institutional investors.

Which institutional investors have been buying Global X Variable Rate Preferred ETF's stock?

Of the 59 institutional investors that purchased Global X Variable Rate Preferred ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Janney Montgomery Scott LLC ($637.44K), International Assets Investment Management LLC ($326.57K), AXS Investments LLC ($273.45K), Ironsides Asset Advisors LLC ($223.08K), Investment Partners Asset Management Inc. ($191.82K), LPL Financial LLC ($173.20K), and Trajan Wealth LLC ($102.76K).

How much institutional buying is happening at Global X Variable Rate Preferred ETF?

Institutional investors have bought a total of 1,643,148 shares in the last 24 months. This purchase volume represents approximately $38.76M in transactions.

Which of Global X Variable Rate Preferred ETF's major shareholders have been selling company stock?

Of the 18 institutional investors that sold Global X Variable Rate Preferred ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Sanctuary Advisors LLC ($66.93K), Leslie Global Wealth LLC ($47.80K), Truist Financial Corp ($31.23K), Seed Wealth Management Inc. ($19.18K), Stifel Financial Corp ($17.03K), Walter & Keenan Wealth Management LLC IN ADV ($13K), and Napa Wealth Management ($10.12K).

How much institutional selling is happening at Global X Variable Rate Preferred ETF?

Institutional investors have sold a total of 230,933 shares in the last 24 months. This volume of shares sold represents approximately $5.49M in transactions.


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This page (NYSEARCA:PFFV) was last updated on 7/18/2025 by MarketBeat.com Staff
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