Global X Variable Rate PrefPFFVETF
13F holders, Q3 2025 (September 30)68holders −1
7new positions
8sold out
1famous investor
$23.12avg. 13F price*
At the end of Q3 2025, 68 institutions reported holding Global X Variable Rate Pref (PFFV) in their 13F filings, down 1 from Q2 2025. 7 opened new positions and 8 sold out. The largest holders were Morgan Stanley ($43.7M), Envestnet Asset Management Inc. ($12.0M) and Cetera Investment Advisers ($11.0M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $11.4M |
| Exits | 8 | $1.2M |
All 13F filers, Q2 2025 → Q3 2025: 1,816,317 shares bought and 290,222 shares sold, net +1,526,095 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 68 holders
| Morgan Stanley | 0.00% | Add +3.3% | 1,892,062 | $43.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +531.6% | 519,963 | $12.0M |
| Cetera Investment Advisers | 0.01% | Add +896.0% | 477,609 | $11.0M |
| Columbus Macro, LLC | 1.16% | New | 439,536 | $10.2M |
| Janney Montgomery Scott LLC | 0.02% | Add +20.3% | 328,052 | $7.6M |
| Ironsides Asset Advisors, LLC | 1.71% | Add +26.3% | 287,455 | $6.6M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -0.6% | 238,030 | $5.5M |
| LPL Financial LLC | 0.00% | Add +21.0% | 234,424 | $5.4M |
| Creative Planning | 0.00% | Reduce -0.4% | 219,492 | $5.1M |
| Bedel Financial Consulting, Inc. | 0.64% | Reduce -4.0% | 216,931 | $5.0M |
| Investment Partners Asset Management, Inc. | 3.19% | Add +9.0% | 209,121 | $4.8M |
| Osaic Holdings, Inc. | 0.01% | Add +1253.5% | 188,939 | $4.4M |
| AXS Investments LLC | 1.31% | Reduce -15.5% | 179,841 | $4.2M |
| Leslie Global Wealth, LLC | 1.71% | Reduce -3.8% | 158,080 | $3.7M |
| Bank of America Corp. | 0.00% | Reduce -59.5% | 104,249 | $2.4M |
| Integral Investment Advisors, Inc. | 0.64% | Add +27.6% | 102,953 | $2.4M |
| Princeton Global Asset Management LLC | 0.37% | Add +1.3% | 95,884 | $2.2M |
| Trajan Wealth LLC | 0.09% | Reduce -7.8% | 89,236 | $2.1M |
| APS Management Group, Inc. | 1.67% | — | 81,343 | $1.9M |
| Gotham Asset Management | 0.01% | No change | 78,677 | $1.8M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -2.3% | 78,418 | $1.8M |
| Raymond James Financial Inc. | 0.00% | Add +8.7% | 65,848 | $1.5M |
| Comprehensive Money Management Services LLC | 1.00% | Add +2.4% | 60,863 | $1.4M |
| SBI Securities Co., Ltd. | 0.02% | Reduce -4.3% | 32,042 | $741K |
| Comerica Bank | 0.00% | Reduce -3.8% | 31,506 | $728K |
| Seed Wealth Management, Inc. | 0.47% | Reduce -3.3% | 29,700 | $687K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -14.4% | 29,200 | $675K |
| Napa Wealth Management | 0.31% | Add +1.3% | 28,423 | $657K |
| First Manhattan Co. Llc. | 0.00% | New | 28,086 | $649K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +1.8% | 26,316 | $608K |
| Truist Financial Corp. | 0.00% | Reduce -5.8% | 25,570 | $591K |
| West Michigan Advisors, LLC | 0.14% | Reduce -12.8% | 24,699 | $571K |
| Beacon Financial Group | 0.05% | Add +10.9% | 23,985 | $555K |
| Prospera Financial Services Inc | 0.01% | Reduce -2.9% | 23,374 | $540K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -5.1% | 23,083 | $534K |
| NewEdge Advisors, LLC | 0.00% | Add +13.4% | 22,162 | $512K |
| JPMorgan Chase & Co. | 0.00% | No change | 17,806 | $412K |
| Texas Yale Capital Corp. | 0.01% | Add +60.1% | 17,363 | $401K |
| US Bancorp \de | 0.00% | No change | 17,065 | $395K |
| Diversify Wealth Management, LLC | 0.02% | Add +0.1% | 15,957 | $363K |
| Strategic Wealth Partners, Ltd. | 0.03% | Reduce -12.8% | 14,563 | $337K |
| Acorn Wealth Advisors, LLC | 0.10% | Add +13.2% | 14,371 | $332K |
| Centurion Wealth Management LLC | 0.07% | New | 13,738 | $318K |
| Ausdal Financial Partners, Inc. | 0.02% | Reduce -10.6% | 13,551 | $313K |
| Harbour Investments, Inc. | 0.01% | No change | 13,532 | $313K |
| Howard Wealth Management, LLC | 0.14% | Reduce -9.7% | 12,847 | $297K |
| Joseph P. Lucia & Associates, LLC | 0.11% | Reduce -3.3% | 12,391 | $286K |
| International Assets Investment Management, LLC | 0.02% | No change | 11,900 | $272K |
| Stifel Financial Corp. | 0.00% | New | 11,641 | $269K |
| Corient Private Wealth LP | 0.00% | Add +1.7% | 10,699 | $247K |
| Segall Bryant & Hamill, LLC | 0.00% | Add +2.1% | 10,608 | $245K |
| Choreo, LLC | 0.00% | No change | 10,438 | $241K |
| Private Trust Co. NA | 0.02% | Reduce -7.9% | 9,651 | $223K |
| Firestone Capital Management | 0.04% | Add +0.3% | 8,885 | $205K |
| Cwm, LLC | 0.00% | No change | 4,904 | $113K |
| North Capital, Inc. | 0.03% | Add +0.7% | 1,905 | $44K |
| Wells Fargo & Company | 0.00% | New | 1,500 | $35K |
| IFP Advisors, Inc | 0.00% | Add +1.7% | 1,305 | $30K |
| Creative Financial Designs Inc. | 0.00% | Add +1.3% | 839 | $19K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | New | 533 | $12K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -71.6% | 510 | $12K |
| Lanark Financial, Inc. | 0.00% | No change | 500 | $12K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 484 | $11K |
| AlphaCore Capital LLC | 0.00% | Add +50.0% | 450 | $10K |
| Dunhill Financial, LLC | 0.00% | No change | 346 | $8K |
| Spire Wealth Management | 0.00% | No change | 300 | $7K |
| Principal Securities, Inc. | 0.00% | No change | 234 | $5K |
| Wealthspire Advisors, LLC | 0.00% | New | 51 | $1K |
"% 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.