PFFV institutional holders

Global X Variable Rate Preferred ETF · 74 reporting institutions · $134.2M reported value

Funds that can replace PFFV · PFFV return decomposition

Institutional holdings

Institutions reporting PFFV, largest first
InstitutionReported positionAdvisors at firmReport period
Morgan Stanley$55.3M23,1852026-06-30
Lpl Financial LLC$6.8M23,4582026-06-30
Investment Partners Asset Management, Inc.$5.7M82026-06-30
Foguth Wealth Management, Llc.$4.6M512026-06-30
Ironsides Asset Advisors, LLC$4.4M32026-06-30
Bedel Financial Consulting, Inc.$3.7M192026-06-30
Bank of America Corp /de$3.6M02026-06-30
Leslie Global Wealth, LLC$3.6M32026-06-30
Gotham Asset Management, LLC$3.5M52026-06-30
Creative Planning$3M1,1712026-06-30
Rockefeller Capital Management LP$2.9M3462026-06-30
Benjamin Edwards Inc$2.9M02026-06-30
Lfg Wealth Partners, LLC$2.8M112026-06-30
Integral Wealth Management$2.6M52026-06-30
Osaic Holdings, Inc.$2.3M02026-06-30
Envestnet Pmc$2.2M602026-06-30
Trajan Wealth LLC$2.2M522026-06-30
Advanced Portfolio Strategies$1.9M92026-06-30
Raymond James Financial Inc$1.7M02026-06-30
Comprehensive Money Management Services LLC$1.4M02026-06-30
Yale Capital Corp.$1.3M52026-06-30
Sbi Securities Co., Ltd.$1.1M02026-06-30
Dearborn Partners LLC$962.5K92026-06-30
Anchor Bay Capital, Inc.$925.1K62026-06-30
Cetera Investment Advisers$828K10,3702026-06-30
Comerica Bank$781.6K02025-12-31
Princeton Global Asset Management LLC$768.5K172026-06-30
Napa Wealth Management$657.1K02025-09-30
First Manhattan Co. Llc.$618.7K662026-06-30
Stratos Wealth Partners, Ltd.$585.3K3862026-06-30
Newedge Advisors$581.9K6012026-06-30
Fifth Third Bancorp$496.3K02026-06-30
Truist Financial Corp$492K02026-06-30
Seed Wealth Management, Inc.$486.9K12026-06-30
Susquehanna International Group, LLP$412.6K02026-06-30
Harbour Investments, Inc.$395.9K2472026-06-30
US Bancorp$375.9K02026-06-30
Mather Group, Llc.$357.9K1102026-06-30
Private Advisor Group, LLC$339.1K9272026-06-30
Joseph P. Lucia & Associates, LLC$336.7K32026-06-30
Acorn Wealth Advisors, LLC$316.2K52026-06-30
Sei Investments Co$305.5K02026-06-30
Creativeone Wealth, LLC$295.4K2212026-06-30
International Assets Investment Management, LLC$280.7K1222026-06-30
Choreo, LLC$263K1482026-06-30
Diversify Advisory Services, LLC$262.8K1162026-06-30
Diversify Wealth Management, LLC$262.8K782026-06-30
Centurion Wealth Management LLC$255.5K62026-06-30
West Michigan Advisors, LLC$248.3K172026-06-30
Bank of New York Mellon Corp$240.8K02026-06-30
Segall Bryant & Hamill, LLC$221.8K02026-06-30
Corient Private Wealth LP$221.8K6742026-06-30
Allworth Financial, LP$189.1K3172026-06-30
Strategic Wealth Partners, Ltd.$161.5K02026-06-30
Royal Bank of Canada$161K02026-06-30
Private Trust Co NA$123.8K02026-06-30
Colonial Trust Co / Sc$117.7K02026-06-30
Wealthcollab, LLC$110.2K12026-06-30
Cwm, LLC$107K6672026-03-31
Southstate Bank Corp$44.1K02026-06-30
Farther Finance Advisors, LLC$31.6K3342026-06-30
Triumph Capital Management$22K142026-06-30
Ashton Thomas Private Wealth, LLC$16.2K962026-06-30
Janney Montgomery Scott LLC$15.7K1,3422026-06-30
Jpmorgan Chase & Co$11.1K02026-06-30
Lanark Financial, Inc.$11K692026-06-30
Aptus Capital Advisors, LLC$10.7K212026-06-30
Ae Wealth Management LLC$10.3K4712026-06-30
Creative Financial Designs Inc /adv$8.9K02026-06-30
Spire Wealth Management$6.6K32026-06-30
Cambridge Investment Research Advisors, Inc.$5.1K3,9402026-03-31
Oakmont Advisory Group, LLC$4.4K32026-06-30
Fmr LLC$92502026-06-30
UBS Group AG$2202026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30