Go Pro
→ BlackRock is hoarding it. JPMorgan is hoarding it. Do you own it? (From Awesomely) (Ad)tc pixel Free PFFV Stock Alerts

Global X Variable Rate Preferred ETF (PFFV) Institutional Ownership

$22.04 -0.01 (-0.05%)
As of 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
38
Total
Institutional Inflows
(last 12 months)
$49.18M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$19.65M
Get PFFV Insider Trade Alerts

Want to know when executives and insiders are buying or selling Global X Variable Rate Preferred ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

PFFV Institutional Buying and Selling by Quarter

Global X Variable Rate Preferred ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/9/2026 Centurion Wealth Management LLC11,596$255K0.1%-7.8%0.084%
7/7/2026 Integral Investment Advisors Inc.116,315$2.56M0.6%+7.2%0.840%
6/11/2026 LFG Wealth Partners LLC101,461$2.22M1.3%+9.4%0.752%
6/1/2026 Foguth 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%
5/13/2026 Cetera Investment Advisers38,074$831K0.0%-11.9%0.282%
5/5/2026 SouthState Bank Corp2,000$44K0.0%N/A0.015%
5/4/2026 Bedel Financial Consulting Inc.166,527$3.64M0.4%-11.5%1.234%
5/2/2026 Diversify Wealth Management LLC11,908$265K0.0%-25.5%0.088%
5/1/2026 Fifth Third Bancorp9,804$214K0.0%N/A0.073%
4/28/2026 Integral Investment Advisors Inc.108,532$2.37M0.6%-1.7%0.805%
4/27/2026 Private Advisor Group LLC11,373$248K0.0%N/A0.084%
4/23/2026Comprehensive Money Management Services LLC69,053$1.51M1.0%+10.0%0.512%
4/22/2026 Princeton Global Asset Management LLC102,180$2.23M0.4%+13.3%0.757%
4/22/2026 Janney 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%
2/17/2026 Cetera 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%
2/17/2026 LFG Wealth Partners LLC92,723$2.06M1.3%N/A0.701%
2/13/2026 Kestra Advisory Services LLC3,622$80K0.0%N/A0.027%
2/13/2026CreativeOne Wealth LLC16,525$367K0.0%-28.4%0.125%
2/13/2026 Segall Bryant & Hamill LLC10,084$224K0.0%-4.9%0.076%
2/12/2026HRT Financial LP22,759$505K0.0%N/A0.172%
2/12/2026 Ironsides Asset Advisors LLC258,059$5.73M1.5%-10.2%1.951%
2/11/2026 Janney Montgomery Scott LLC369,246$8.21M0.0%+12.6%2.791%
2/11/2026 LPL Financial LLC261,711$5.82M0.0%+11.6%1.978%
2/11/2026Dearborn Partners LLC22,903$509K0.0%N/A0.173%
2/10/2026 Texas Yale Capital Corp.31,834$707K0.0%+83.3%0.241%
2/9/2026 Harbour Investments Inc.15,746$350K0.0%+16.4%0.119%
2/9/2026 Prospera Financial Services Inc13,900$309K0.0%-40.5%0.105%
2/6/2026 Integral Investment Advisors Inc.110,452$2.45M0.6%+7.3%0.835%
2/3/2026 International Assets Investment Management LLC12,765$284K0.0%+7.3%0.096%
2/3/2026 SBI Securities Co. Ltd.32,853$730K0.0%+2.5%0.248%
2/2/2026 Leslie Global Wealth LLC169,352$3.76M1.7%+7.1%1.280%
2/2/2026 Benjamin Edwards Inc.139,154$3.09M0.0%N/A1.052%
1/29/2026Comerica Bank35,174$782K0.0%+11.6%0.266%
1/29/2026 Howard Wealth Management LLC10,180$226K0.1%-20.8%0.077%
1/28/2026 Glassman Wealth Services2,192$49K0.0%N/A0.017%
Your book attached (Ad)

Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time through a temporary download link. He plans to charge for it soon. Download your copy now and lock it in at no cost, regardless of future pricing.tc pixel

Download the Safe Trade Options Formula book for free before access closes
1/28/2026 Joseph P. Lucia & Associates LLC11,826$263K0.1%-4.6%0.089%
1/28/2026 West Michigan Advisors LLC25,197$561K0.1%+2.0%0.190%
1/28/2026 Bedel Financial Consulting Inc.188,064$4.18M0.4%-13.3%1.421%
1/26/2026 Private Trust Co. NA5,621$125K0.0%-41.8%0.042%
1/23/2026 Farther 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%
1/20/2026 Princeton Global Asset Management LLC90,153$2.00M0.3%-6.0%0.681%
1/20/2026 Stratos Wealth Partners LTD.25,571$568K0.0%-2.8%0.193%
1/15/2026 Investment Partners Asset Management Inc.234,301$5.21M3.2%+12.0%1.771%
1/14/2026 Centurion 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%
11/12/2025 Ironsides Asset Advisors LLC287,455$6.65M1.7%+26.3%2.086%
11/10/2025Trajan Wealth LLC89,236$2.06M0.1%-7.8%0.648%
11/7/2025 Bedel Financial Consulting Inc.216,931$5.02M0.6%-4.1%1.574%
11/7/2025 Texas Yale Capital Corp.17,363$401K0.0%+60.1%0.126%
11/6/2025 Stratos Wealth Partners LTD.26,316$608K0.0%+1.8%0.191%
11/6/2025 Prospera Financial Services Inc23,374$540K0.0%-2.9%0.170%
11/5/2025 SBI Securities Co. Ltd.32,042$741K0.0%-4.3%0.233%
11/5/2025 Envestnet Asset Management Inc.519,963$12.02M0.0%+531.6%3.782%
11/4/2025 AXS Investments LLC179,841$4.16M1.8%-15.5%1.308%
11/3/2025 Howard Wealth Management LLC12,847$297K0.1%-9.7%0.093%
11/3/2025 Truist Financial Corp25,570$591K0.0%-5.8%0.186%
10/31/2025 Acorn 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%
10/23/2025 Integral Investment Advisors Inc.102,953$2.38M0.6%+27.6%0.748%
10/22/2025 APS Management Group Inc.81,343$1.88M1.3%N/A0.591%
10/22/2025 Leslie Global Wealth LLC158,080$3.66M1.7%-3.8%1.148%
10/20/2025 Investment Partners Asset Management Inc.209,121$4.84M3.2%+9.0%1.523%
10/16/2025 Columbus Macro LLC439,536$10.16M1.2%N/A3.201%
10/15/2025 Seed Wealth Management Inc.29,700$687K0.5%-3.3%0.216%
10/15/2025 Private Trust Co. NA9,651$223K0.0%-7.9%0.070%
10/14/2025 Farther Finance Advisors LLC29,200$675K0.0%-14.4%0.213%
10/9/2025 Centurion Wealth Management LLC13,738$318K0.1%N/A0.101%
10/9/2025 Princeton Global Asset Management LLC95,884$2.22M0.4%+1.3%0.705%
10/8/2025 Beacon Financial Group23,985$555K0.1%+10.9%0.176%
9/26/2025 Corient Private Wealth LLC10,521$240K0.0%-21.9%0.078%
9/4/2025Osaic Holdings Inc.13,959$318K0.0%+3.7%0.103%
8/15/2025 Corient 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%
8/14/2025 Diversify 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%
8/13/2025 Leslie Global Wealth LLC164,364$3.75M2.0%+6.6%1.211%
Barricks gold output fell from 2 million ounces to 719000 (Ad)

Barrick's gold production has plunged from 2 million ounces to just 719,000, leaving the world's second-largest miner running on fumes. Newmont's $15 billion purchase of Newcrest, the largest mining deal in history, still couldn't keep output growing, proof that majors must keep buying to survive. With record cash flows and shrinking mines, gold majors are positioned to launch a wave of acquisitions targeting the best junior assets.tc pixel

See the top three gold buyout targets to watch now
8/12/2025CreativeOne Wealth LLC24,324$555K0.0%+55.4%0.179%
8/12/2025 JPMorgan Chase & Co.17,806$406K0.0%N/A0.131%
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%
8/8/2025 SBI Securities Co. Ltd.33,482$763K0.0%+44.0%0.244%
8/6/2025 Prospera Financial Services Inc24,078$549K0.0%-18.5%0.175%
8/6/2025 Texas Yale Capital Corp.10,843$247K0.0%-45.9%0.079%
8/1/2025 Integral Investment Advisors Inc.80,686$1.84M0.5%+59.6%0.587%
8/1/2025 Envestnet Asset Management Inc.82,326$1.88M0.0%-1.2%0.599%
7/31/2025 West Michigan Advisors LLC28,325$646K0.2%+13.5%0.206%


PFFV Institutional Ownership - Frequently Asked Questions

During the previous two years, 76 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 66 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 2,179,077 shares in the last 24 months. This purchase volume represents approximately $49.18M in transactions.

Of the 27 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), AXS Investments LLC ($32.90K), Ironsides Asset Advisors LLC ($29.40K), and Prospera Financial Services Inc ($10.18K).

Institutional investors have sold a total of 875,660 shares in the last 24 months. This volume of shares sold represents approximately $19.65M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:PFFV is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/9/2026. New 13F filings are added each quarter as they're published.
From Our Partners
They didn't warn anyone in 1971. This time someone is warning you.
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
The cat is out the bag
Almost 80,000 tech jobs vanished in the first three months of 2026. Meta cut 14,000 roles, Microsoft offered s...
Porter & Company | Sponsoredtc pixel
Wall Street is staring at the wrong AI trade
Anthropic just signed a 9.1 billion dollar, 20 year data center agreement covering 191 megawatts of capacity, ...
The Oxford Club | Sponsoredtc pixel
The $15 Gold Fund That Pays Up to $1,152/Month
Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying...
Investors Alley | Sponsoredtc pixel
Your book is inside
The "Sucker's Bet" Most New Options Traders Fall For Most people who try options lose money the same way. ...
Profits Run | Sponsoredtc pixel
The Starlink of Energy
A portable energy unit - already used by the U.S. Navy for decades - is now drawing serious attention from Big...
Monument Traders Alliance | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | Sponsoredtc pixel