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Global X Variable Rate Preferred ETF (PFFV) Institutional Ownership

$22.02 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
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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)
47
Total
Institutional Inflows
(last 12 months)
$57.63M
Number of
Institutional Sellers
(last 12 months)
31
Total
Institutional Outflows
(last 12 months)
$21.33M
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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
6/11/2026LFG Wealth Partners LLC101,461$2.22M1.3%+9.4%0.752%
6/1/2026Foguth Wealth Management LLC.206,620$4.62M0.6%N/A1.532%
5/19/2026Bank of America Corp DE135,828$2.97M0.0%+4.7%1.007%
5/14/2026Sei Investments Co.10,321$225K0.0%N/A0.077%
5/13/2026Cetera Investment Advisers38,074$831K0.0%-11.9%0.282%
5/5/2026SouthState Bank Corp2,000$44K0.0%N/A0.015%
5/4/2026Bedel Financial Consulting Inc.166,527$3.64M0.4%-11.5%1.234%
5/2/2026Diversify Wealth Management LLC11,908$265K0.0%-25.5%0.088%
5/1/2026Fifth Third Bancorp9,804$214K0.0%N/A0.073%
4/28/2026Integral Investment Advisors Inc.108,532$2.37M0.6%-1.7%0.805%
4/27/2026Private Advisor Group LLC11,373$248K0.0%N/A0.084%
4/23/2026Comprehensive Money Management Services LLC69,053$1.51M1.0%+10.0%0.512%
4/22/2026Princeton Global Asset Management LLC102,180$2.23M0.4%+13.3%0.757%
4/22/2026Janney Montgomery Scott LLC681,034$14.87M0.0%+84.4%5.079%
3/17/2026Rockefeller Capital Management L.P.128,997$2.87M0.0%+64.5%0.975%
2/17/2026Cetera Investment Advisers43,233$961K0.0%-90.9%0.327%
2/17/2026Osaic Holdings Inc.105,634$2.35M0.0%-44.1%0.798%
2/17/2026Royal Bank of Canada7,065$157K0.0%N/A0.053%
2/17/2026LFG Wealth Partners LLC92,723$2.06M1.3%N/A0.701%
2/13/2026Kestra Advisory Services LLC3,622$80K0.0%N/A0.027%
2/13/2026CreativeOne Wealth LLC16,525$367K0.0%-28.4%0.125%
2/13/2026Segall Bryant & Hamill LLC10,084$224K0.0%-4.9%0.076%
2/12/2026HRT Financial LP22,759$505K0.0%N/A0.172%
2/12/2026Ironsides Asset Advisors LLC258,059$5.73M1.5%-10.2%1.951%
2/11/2026Janney Montgomery Scott LLC369,246$8.21M0.0%+12.6%2.791%
2/11/2026LPL Financial LLC261,711$5.82M0.0%+11.6%1.978%
2/11/2026Dearborn Partners LLC22,903$509K0.0%N/A0.173%
2/10/2026Texas Yale Capital Corp.31,834$707K0.0%+83.3%0.241%
2/9/2026Harbour Investments Inc.15,746$350K0.0%+16.4%0.119%
2/9/2026Prospera Financial Services Inc13,900$309K0.0%-40.5%0.105%
2/6/2026Integral Investment Advisors Inc.110,452$2.45M0.6%+7.3%0.835%
2/3/2026International Assets Investment Management LLC12,765$284K0.0%+7.3%0.096%
2/3/2026SBI Securities Co. Ltd.32,853$730K0.0%+2.5%0.248%
2/2/2026Leslie Global Wealth LLC169,352$3.76M1.7%+7.1%1.280%
2/2/2026Benjamin Edwards Inc.139,154$3.09M0.0%N/A1.052%
1/29/2026Comerica Bank35,174$782K0.0%+11.6%0.266%
1/29/2026Howard Wealth Management LLC10,180$226K0.1%-20.8%0.077%
1/28/2026Glassman Wealth Services2,192$49K0.0%N/A0.017%
1/28/2026Joseph P. Lucia & Associates LLC11,826$263K0.1%-4.6%0.089%
1/28/2026West Michigan Advisors LLC25,197$561K0.1%+2.0%0.190%
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1/28/2026Bedel Financial Consulting Inc.188,064$4.18M0.4%-13.3%1.421%
1/26/2026Private Trust Co. NA5,621$125K0.0%-41.8%0.042%
1/23/2026Farther Finance Advisors LLC25,050$557K0.0%-14.2%0.189%
1/22/2026Comprehensive Money Management Services LLC62,753$1.39M1.0%+3.1%0.474%
1/20/2026Princeton Global Asset Management LLC90,153$2.00M0.3%-6.0%0.681%
1/20/2026Stratos Wealth Partners LTD.25,571$568K0.0%-2.8%0.193%
1/15/2026Investment Partners Asset Management Inc.234,301$5.21M3.2%+12.0%1.771%
1/14/2026Centurion Wealth Management LLC14,260$317K0.1%+3.8%0.108%
11/17/2025Ausdal Financial Partners Inc.13,551$313K0.0%-10.6%0.098%
11/17/2025Bank of America Corp DE104,249$2.41M0.0%-59.5%0.757%
11/14/2025Creative Planning219,492$5.08M0.0%-0.4%1.593%
11/14/2025Raymond James Financial Inc.65,848$1.52M0.0%+8.7%0.478%
11/14/2025Comerica Bank31,506$728K0.0%-3.8%0.229%
11/13/2025CreativeOne Wealth LLC23,083$534K0.0%-5.1%0.168%
11/12/2025Ironsides Asset Advisors LLC287,455$6.65M1.7%+26.3%2.086%
11/10/2025Trajan Wealth LLC89,236$2.06M0.1%-7.8%0.648%
11/7/2025Bedel Financial Consulting Inc.216,931$5.02M0.6%-4.1%1.574%
11/7/2025Texas Yale Capital Corp.17,363$401K0.0%+60.1%0.126%
11/6/2025Stratos Wealth Partners LTD.26,316$608K0.0%+1.8%0.191%
11/6/2025Prospera Financial Services Inc23,374$540K0.0%-2.9%0.170%
11/5/2025SBI Securities Co. Ltd.32,042$741K0.0%-4.3%0.233%
11/5/2025Envestnet Asset Management Inc.519,963$12.02M0.0%+531.6%3.782%
11/4/2025AXS Investments LLC179,841$4.16M1.8%-15.5%1.308%
11/3/2025Howard Wealth Management LLC12,847$297K0.1%-9.7%0.093%
11/3/2025Truist Financial Corp25,570$591K0.0%-5.8%0.186%
10/31/2025Acorn Wealth Advisors LLC14,371$332K0.1%+13.2%0.105%
10/24/2025Comprehensive Money Management Services LLC60,863$1.41M1.0%+2.4%0.442%
10/23/2025Integral Investment Advisors Inc.102,953$2.38M0.6%+27.6%0.748%
10/22/2025APS Management Group Inc.81,343$1.88M1.3%N/A0.591%
10/22/2025Leslie Global Wealth LLC158,080$3.66M1.7%-3.8%1.148%
10/20/2025Investment Partners Asset Management Inc.209,121$4.84M3.2%+9.0%1.523%
10/16/2025Columbus Macro LLC439,536$10.16M1.2%N/A3.201%
10/15/2025Seed Wealth Management Inc.29,700$687K0.5%-3.3%0.216%
10/15/2025Private Trust Co. NA9,651$223K0.0%-7.9%0.070%
10/14/2025Farther Finance Advisors LLC29,200$675K0.0%-14.4%0.213%
10/9/2025Centurion Wealth Management LLC13,738$318K0.1%N/A0.101%
10/9/2025Princeton Global Asset Management LLC95,884$2.22M0.4%+1.3%0.705%
10/8/2025Beacon Financial Group23,985$555K0.1%+10.9%0.176%
9/26/2025Corient Private Wealth LLC10,521$240K0.0%-21.9%0.078%
9/4/2025Osaic Holdings Inc.13,959$318K0.0%+3.7%0.103%
8/15/2025Corient Private Wealth LLC10,521$240K0.0%-21.9%0.078%
8/15/2025Bank of America Corp DE257,112$5.86M0.0%+7.0%1.895%
8/14/2025Ausdal Financial Partners Inc.15,156$346K0.0%-73.6%0.112%
8/14/2025Raymond James Financial Inc.60,553$1.38M0.0%+1.5%0.446%
8/14/2025Diversify Wealth Management LLC15,944$367K0.0%N/A0.117%
8/14/2025Napa Wealth Management28,055$640K0.3%-2.0%0.207%
8/13/2025CW Advisors LLC162,187$3.70M0.0%+198.3%1.195%
8/13/2025Leslie Global Wealth LLC164,364$3.75M2.0%+6.6%1.211%
8/12/2025CreativeOne Wealth LLC24,324$555K0.0%+55.4%0.179%
8/12/2025JPMorgan Chase & Co.17,806$406K0.0%N/A0.131%
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8/8/2025Rockefeller Capital Management L.P.80,299$1.83M0.0%+5.9%0.584%
8/8/2025Creative Planning220,468$5.03M0.0%+1.1%1.605%
8/8/2025SBI Securities Co. Ltd.33,482$763K0.0%+44.0%0.244%
8/6/2025Prospera Financial Services Inc24,078$549K0.0%-18.5%0.175%
8/6/2025Texas Yale Capital Corp.10,843$247K0.0%-45.9%0.079%
8/1/2025Integral Investment Advisors Inc.80,686$1.84M0.5%+59.6%0.587%
8/1/2025Envestnet Asset Management Inc.82,326$1.88M0.0%-1.2%0.599%
7/31/2025West Michigan Advisors LLC28,325$646K0.2%+13.5%0.206%
7/30/2025Princeton Global Asset Management LLC94,638$2.16M0.4%+1.0%0.689%
7/29/2025FLC Capital Advisors11,075$253K0.1%-48.3%0.081%


PFFV Institutional Ownership - Frequently Asked Questions

During the previous two years, 77 institutional investors and hedge funds held shares of Global X Variable Rate Preferred ETF. The most heavily invested institutionals were Janney Montgomery Scott LLC ($14.87M), Envestnet Asset Management Inc. ($12.02M), Columbus Macro LLC ($10.16M), Cambridge Investment Research Advisors Inc. ($6.99M), LPL Financial LLC ($5.82M), Ironsides Asset Advisors LLC ($5.73M), and Investment Partners Asset Management Inc. ($5.21M).Learn more on Global X Variable Rate Preferred ETF's institutional investors.

Of the 67 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 ($604.76K), Envestnet Asset Management Inc. ($449.47K), Columbus Macro LLC ($439.54K), AXS Investments LLC ($273.45K), Ironsides Asset Advisors LLC ($244.86K), Foguth Wealth Management LLC. ($206.62K), and CW Advisors LLC ($146.22K).

Institutional investors have bought a total of 2,549,322 shares in the last 24 months. This purchase volume represents approximately $57.63M in transactions.

Of the 31 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: Cetera Investment Advisers ($439.54K), Bank of America Corp DE ($152.86K), Osaic Holdings Inc. ($83.31K), Bedel Financial Consulting Inc. ($59.57K), Ausdal Financial Partners Inc. ($43.87K), AXS Investments LLC ($32.90K), and Ironsides Asset Advisors LLC ($29.40K).

Institutional investors have sold a total of 949,133 shares in the last 24 months. This volume of shares sold represents approximately $21.33M in transactions.


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This page (NYSEARCA:PFFV) was last updated on 7/5/2026 by MarketBeat.com Staff.
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