Global X Variable Rate PrefPFFVETF
13F holders, Q2 2025 (June 30)69holders +3
13new positions
11sold out
1famous investor
$22.80avg. 13F price*
At the end of Q2 2025, 69 institutions reported holding Global X Variable Rate Pref (PFFV) in their 13F filings, up 3 from Q1 2025. 13 opened new positions and 11 sold out. The largest holders were Morgan Stanley ($41.7M), Janney Montgomery Scott LLC ($6.2M) and Bank of America Corp. ($5.9M). 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $2.0M |
| Exits | 11 | $1.6M |
All 13F filers, Q1 2025 → Q2 2025: 887,099 shares bought and 269,815 shares sold, net +617,284 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 69 holders
| Morgan Stanley | 0.00% | Add +26.7% | 1,831,058 | $41.7M |
| Janney Montgomery Scott LLC | 0.02% | Add +55.1% | 272,685 | $6.2M |
| Bank of America Corp. | 0.00% | Add +7.0% | 257,112 | $5.9M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -18.9% | 239,531 | $5.5M |
| Ironsides Asset Advisors, LLC | 1.51% | Add +0.1% | 227,653 | $5.2M |
| Bedel Financial Consulting, Inc. | 0.70% | Reduce -0.3% | 226,094 | $5.2M |
| Creative Planning | 0.00% | Add +1.1% | 220,468 | $5.0M |
| AXS Investments LLC | 1.99% | Reduce -22.2% | 212,737 | $4.9M |
| LPL Financial LLC | 0.00% | Add +34.6% | 193,788 | $4.4M |
| Investment Partners Asset Management, Inc. | 3.04% | Add +14.9% | 191,816 | $4.4M |
| Leslie Global Wealth, LLC | 2.00% | Add +6.6% | 164,364 | $3.7M |
| CW Advisors, LLC | 0.04% | Add +198.3% | 162,187 | $3.7M |
| Trajan Wealth LLC | 0.11% | Reduce -5.8% | 96,825 | $2.2M |
| Princeton Global Asset Management LLC | 0.39% | Add +1.0% | 94,638 | $2.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.2% | 82,326 | $1.9M |
| Integral Investment Advisors, Inc. | 0.53% | Add +59.6% | 80,686 | $1.8M |
| Rockefeller Capital Management L.P. | 0.00% | Add +5.9% | 80,299 | $1.8M |
| Gotham Asset Management | 0.01% | Add +88.8% | 78,677 | $1.8M |
| Raymond James Financial Inc. | 0.00% | Add +1.5% | 60,553 | $1.4M |
| Comprehensive Money Management Services LLC | 1.03% | Reduce -3.8% | 59,463 | $1.4M |
| Cetera Investment Advisers | 0.00% | Reduce -0.4% | 47,953 | $1.1M |
| Farther Finance Advisors, LLC | 0.02% | New | 34,100 | $777K |
| SBI Securities Co., Ltd. | 0.02% | Add +44.0% | 33,482 | $763K |
| Comerica Bank | 0.00% | Add +1.7% | 32,764 | $747K |
| Seed Wealth Management, Inc. | 0.52% | Reduce -8.2% | 30,700 | $700K |
| West Michigan Advisors, LLC | 0.18% | Add +13.5% | 28,325 | $646K |
| Napa Wealth Management | 0.31% | Reduce -2.0% | 28,055 | $640K |
| Truist Financial Corp. | 0.00% | Add +11.6% | 27,152 | $619K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -0.3% | 25,857 | $590K |
| CreativeOne Wealth, LLC | 0.01% | Add +55.4% | 24,324 | $555K |
| Prospera Financial Services Inc | 0.01% | Reduce -18.5% | 24,078 | $549K |
| Beacon Financial Group | 0.05% | Add +0.0% | 21,623 | $493K |
| NewEdge Advisors, LLC | 0.00% | Add +48.1% | 19,545 | $446K |
| JPMorgan Chase & Co. | 0.00% | New | 17,806 | $406K |
| US Bancorp \de | 0.00% | No change | 17,065 | $389K |
| Strategic Wealth Partners, Ltd. | 0.03% | — | 16,696 | $381K |
| Diversify Wealth Management, LLC | 0.02% | New | 15,944 | $367K |
| Ausdal Financial Partners, Inc. | 0.02% | Reduce -73.6% | 15,156 | $346K |
| Howard Wealth Management, LLC | 0.16% | Add +8.7% | 14,227 | $324K |
| Osaic Holdings, Inc. | 0.00% | Add +3.7% | 13,959 | $318K |
| Harbour Investments, Inc. | 0.01% | No change | 13,532 | $309K |
| Joseph P. Lucia & Associates, LLC | 0.12% | Reduce -3.8% | 12,819 | $292K |
| Paulson Wealth Management Inc. | 0.08% | No change | 12,746 | $291K |
| Acorn Wealth Advisors, LLC | 0.11% | Reduce -1.2% | 12,691 | $289K |
| International Assets Investment Management, LLC | 0.02% | No change | 11,900 | $271K |
| FLC Capital Advisors | 0.05% | Reduce -48.3% | 11,075 | $253K |
| Texas Yale Capital Corp. | 0.01% | Reduce -45.9% | 10,843 | $247K |
| PUREfi Wealth, LLC | 0.19% | No change | 10,570 | $241K |
| Corient Private Wealth LP | 0.00% | Reduce -21.9% | 10,521 | $240K |
| Private Trust Co. NA | 0.02% | Add +1.0% | 10,477 | $239K |
| Choreo, LLC | 0.00% | No change | 10,438 | $238K |
| Segall Bryant & Hamill, LLC | 0.00% | Reduce -16.4% | 10,390 | $237K |
| HRT Financial LP | 0.00% | New | 9,143 | $208K |
| Firestone Capital Management | 0.05% | Add +0.3% | 8,859 | $202K |
| GeoWealth Management, LLC | 0.01% | Add +0.4% | 6,135 | $140K |
| Cwm, LLC | 0.00% | No change | 4,904 | $112K |
| Blue Trust, Inc. | 0.00% | New | 3,400 | $78K |
| North Capital, Inc. | 0.04% | Add +1.8% | 1,892 | $43K |
| Ameritas Advisory Services, LLC | 0.00% | New | 1,798 | $41K |
| IFP Advisors, Inc | 0.00% | New | 1,283 | $29K |
| Creative Financial Designs Inc. | 0.00% | Add +1.4% | 828 | $19K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 484 | $11K |
| Lanark Financial, Inc. | 0.00% | New | 500 | $11K |
| Dunhill Financial, LLC | 0.00% | New | 346 | $8K |
| AlphaCore Capital LLC | 0.00% | New | 300 | $7K |
| Spire Wealth Management | 0.00% | No change | 300 | $7K |
| Howe & Rusling Inc. | 0.00% | New | 295 | $7K |
| Parallel Advisors, LLC | 0.00% | New | 294 | $7K |
| Principal Securities, Inc. | 0.00% | New | 234 | $5K |
"% 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.