Global X Variable Rate PrefPFFVETF
13F holders, Q2 2026 (June 30)71holders +6
9new positions
3sold out
1famous investor
$22.03avg. 13F price*
At the end of Q2 2026, 71 institutions reported holding Global X Variable Rate Pref (PFFV) in their 13F filings, up 6 from Q1 2026. 9 opened new positions and 3 sold out. The largest holders were Morgan Stanley ($55.3M), Janney Montgomery Scott LLC ($15.7M) and LPL Financial LLC ($6.8M). One famous investor held it Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- Global X Variable Rate Pref
- CUSIP
- 37954Y376
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $1.5M |
| Exits | 3 | $1.1M |
All 13F filers, Q1 2026 → Q2 2026: 525,860 shares bought and 362,256 shares sold, net +163,604 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 71 holders
| Morgan Stanley | 0.00% | Add +9.6% | 2,511,491 | $55.3M |
| Janney Montgomery Scott LLC | 0.03% | Add +4.6% | 712,399 | $15.7M |
| LPL Financial LLC | 0.00% | Add +18.3% | 309,674 | $6.8M |
| Investment Partners Asset Management, Inc. | 3.18% | Add +1.8% | 258,318 | $5.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +5.7% | 247,965 | $5.5M |
| Foguth Wealth Management, LLC. | 0.53% | Add +1.3% | 209,273 | $4.6M |
| Ironsides Asset Advisors, LLC | 1.04% | Reduce -21.8% | 201,430 | $4.4M |
| Bedel Financial Consulting, Inc. | 0.36% | Add +2.1% | 169,993 | $3.7M |
| Bank of America Corp. | 0.00% | Add +20.6% | 163,797 | $3.6M |
| Leslie Global Wealth, LLC | 1.40% | Add +2.2% | 163,261 | $3.6M |
| Gotham Asset Management | 0.01% | Add +9.3% | 159,156 | $3.5M |
| Creative Planning | 0.00% | Reduce -5.4% | 136,501 | $3.0M |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.8% | 131,340 | $2.9M |
| Benjamin Edwards Inc. | 0.03% | Reduce -4.4% | 130,010 | $2.9M |
| LFG Wealth Partners, LLC | 1.32% | Add +26.3% | 128,172 | $2.8M |
| Integral Investment Advisors, Inc. | 0.56% | Add +7.2% | 116,315 | $2.6M |
| Osaic Holdings, Inc. | 0.00% | Reduce -46.3% | 104,859 | $2.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.2% | 99,521 | $2.2M |
| Trajan Wealth LLC | 0.08% | Add +1.5% | 97,802 | $2.2M |
| APS Management Group, Inc. | 1.45% | Add +3.8% | 85,912 | $1.9M |
| Raymond James Financial Inc. | 0.00% | Add +1.5% | 75,180 | $1.7M |
| Comprehensive Money Management Services LLC | 0.86% | Reduce -10.0% | 62,153 | $1.4M |
| Texas Yale Capital Corp. | 0.03% | Add +19.1% | 60,818 | $1.3M |
| SBI Securities Co., Ltd. | 0.02% | Add +18.5% | 48,964 | $1.1M |
| Anchor Bay Capital, Inc. | 0.50% | — | 42,071 | $925K |
| Cetera Investment Advisers | 0.00% | Reduce -1.3% | 37,583 | $828K |
| Princeton Global Asset Management LLC | 0.11% | Reduce -65.9% | 34,884 | $769K |
| First Manhattan Co. Llc. | 0.00% | No change | 28,086 | $619K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +0.1% | 26,570 | $585K |
| NewEdge Advisors, LLC | 0.00% | Add +11.2% | 26,413 | $582K |
| Fifth Third Bancorp | 0.00% | Add +129.8% | 22,530 | $496K |
| Truist Financial Corp. | 0.00% | Reduce -9.6% | 22,335 | $492K |
| Seed Wealth Management, Inc. | 0.31% | Reduce -25.6% | 22,100 | $487K |
| Dearborn Partners LLC | 0.03% | Reduce -0.7% | 21,864 | $482K |
| Susquehanna International Group, LLP | 0.00% | New | 18,728 | $413K |
| Harbour Investments, Inc. | 0.01% | No change | 17,971 | $396K |
| US Bancorp \de | 0.00% | No change | 17,065 | $376K |
| Mather Group, Llc. | 0.00% | Reduce -29.1% | 16,247 | $358K |
| Private Advisor Group, LLC | 0.00% | Add +35.3% | 15,392 | $339K |
| Joseph P. Lucia & Associates, LLC | 0.10% | Add +2.9% | 15,283 | $337K |
| Acorn Wealth Advisors, LLC | 0.08% | No change | 14,354 | $316K |
| Sei Investments Co. | 0.00% | Add +34.4% | 13,869 | $306K |
| CreativeOne Wealth, LLC | 0.01% | New | 13,411 | $295K |
| International Assets Investment Management, LLC | 0.02% | No change | 12,765 | $281K |
| Choreo, LLC | 0.00% | Add +14.4% | 11,938 | $263K |
| Diversify Advisory Services, LLC | 0.00% | New | 11,928 | $263K |
| Diversify Wealth Management, LLC | 0.00% | Add +0.2% | 11,928 | $263K |
| Centurion Wealth Management LLC | 0.06% | Reduce -7.8% | 11,596 | $255K |
| West Michigan Advisors, LLC | 0.05% | Reduce -16.4% | 11,273 | $248K |
| Bank of New York Mellon Corp | 0.00% | Add +4.3% | 10,931 | $241K |
| Segall Bryant & Hamill, LLC | 0.00% | New | 10,066 | $222K |
| Corient Private Wealth LP | 0.00% | New | 10,066 | $222K |
| Allworth Financial LP | 0.00% | Add +3.0% | 8,582 | $189K |
| Strategic Wealth Partners, Ltd. | 0.01% | Reduce -37.0% | 7,330 | $161K |
| Royal Bank of Canada | 0.00% | Add +3.0% | 7,295 | $161K |
| Private Trust Co. NA | 0.01% | No change | 5,621 | $124K |
| Colonial Trust Co / SC | 0.01% | No change | 5,325 | $118K |
| WealthCollab, LLC | 0.04% | New | 5,000 | $110K |
| SouthState Bank Corp | 0.00% | No change | 2,000 | $44K |
| Farther Finance Advisors, LLC | 0.00% | Add +31.8% | 1,433 | $32K |
| Triumph Capital Management | 0.00% | No change | 1,000 | $22K |
| Ashton Thomas Private Wealth, LLC | 0.00% | No change | 736 | $16K |
| JPMorgan Chase & Co. | 0.00% | New | 501 | $11K |
| Lanark Financial, Inc. | 0.00% | No change | 500 | $11K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 484 | $11K |
| AE Wealth Management LLC | 0.00% | Add +47.0% | 469 | $10K |
| Creative Financial Designs Inc. | 0.00% | Add +1.0% | 402 | $9K |
| Spire Wealth Management | 0.00% | No change | 300 | $7K |
| Oakmont Advisory Group, LLC | 0.00% | New | 201 | $4K |
| FMR LLC | 0.00% | New | 42 | $925 |
| UBS Group AG | 0.00% | Reduce -100.0% | 1 | $22 |
"% of holder's portfolio" is PFFV's weight in each manager's 13F, not the share of Global X Variable Rate Pref the manager owns.