Global X Variable Rate PrefPFFVETF
13F holders, Q4 2025 (December 31)69holders +1
12new positions
11sold out
2famous investors
$22.22avg. 13F price*
At the end of Q4 2025, 69 institutions reported holding Global X Variable Rate Pref (PFFV) in their 13F filings, up 1 from Q3 2025. 12 opened new positions and 11 sold out. The largest holders were Morgan Stanley ($48.3M), Janney Montgomery Scott LLC ($8.2M) and LPL Financial LLC ($5.8M). 2 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Global X Variable Rate Pref
- CUSIP
- 37954Y376
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $5.6M |
| Exits | 11 | $15.9M |
All 13F filers, Q3 2025 → Q4 2025: 750,302 shares bought and 1,801,502 shares sold, net −1,051,200 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 69 holders
| Morgan Stanley | 0.00% | Add +14.9% | 2,173,299 | $48.3M |
| Janney Montgomery Scott LLC | 0.02% | Add +12.6% | 369,246 | $8.2M |
| LPL Financial LLC | 0.00% | Add +11.6% | 261,711 | $5.8M |
| Ironsides Asset Advisors, LLC | 1.45% | Reduce -10.2% | 258,059 | $5.7M |
| Investment Partners Asset Management, Inc. | 3.24% | Add +12.0% | 234,301 | $5.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -8.0% | 218,978 | $4.9M |
| Bedel Financial Consulting, Inc. | 0.45% | Reduce -13.3% | 188,064 | $4.2M |
| Leslie Global Wealth, LLC | 1.69% | Add +7.1% | 169,352 | $3.8M |
| Creative Planning | 0.00% | Reduce -23.6% | 167,782 | $3.7M |
| Benjamin Edwards Inc. | 0.03% | New | 139,154 | $3.1M |
| Bank of America Corp. | 0.00% | Add +24.4% | 129,675 | $2.9M |
| Rockefeller Capital Management L.P. | 0.01% | Add +64.5% | 128,997 | $2.9M |
| Integral Investment Advisors, Inc. | 0.61% | Add +7.3% | 110,452 | $2.5M |
| Osaic Holdings, Inc. | 0.00% | Reduce -44.1% | 105,634 | $2.3M |
| LFG Wealth Partners, LLC | 1.31% | — | 92,723 | $2.1M |
| Princeton Global Asset Management LLC | 0.32% | Reduce -6.0% | 90,153 | $2.0M |
| Trajan Wealth LLC | 0.08% | Add +0.1% | 89,308 | $2.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -82.9% | 88,871 | $2.0M |
| APS Management Group, Inc. | 1.54% | Reduce -0.3% | 81,069 | $1.8M |
| Gotham Asset Management | 0.01% | No change | 78,677 | $1.7M |
| Raymond James Financial Inc. | 0.00% | Add +3.8% | 68,367 | $1.5M |
| Comprehensive Money Management Services LLC | 0.96% | Add +3.1% | 62,753 | $1.4M |
| Cetera Investment Advisers | 0.00% | Reduce -91.0% | 43,233 | $961K |
| Citadel Advisors | 0.00% | New | 37,613 | $836K |
| Comerica Bank | 0.00% | Add +11.6% | 35,174 | $782K |
| SBI Securities Co., Ltd. | 0.02% | Add +2.5% | 32,853 | $730K |
| Texas Yale Capital Corp. | 0.02% | Add +83.3% | 31,834 | $707K |
| Seed Wealth Management, Inc. | 0.46% | No change | 29,700 | $660K |
| First Manhattan Co. Llc. | 0.00% | No change | 28,086 | $624K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -2.8% | 25,571 | $568K |
| Truist Financial Corp. | 0.00% | Reduce -1.0% | 25,319 | $563K |
| West Michigan Advisors, LLC | 0.13% | Add +2.0% | 25,197 | $561K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -14.2% | 25,050 | $557K |
| Dearborn Partners LLC | 0.03% | New | 22,903 | $509K |
| HRT Financial LP | 0.00% | New | 22,759 | $505K |
| NewEdge Advisors, LLC | 0.00% | Reduce -6.4% | 20,746 | $461K |
| US Bancorp \de | 0.00% | No change | 17,065 | $379K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -28.4% | 16,525 | $367K |
| Diversify Wealth Management, LLC | 0.02% | Add +0.2% | 15,986 | $360K |
| Harbour Investments, Inc. | 0.01% | Add +16.4% | 15,746 | $350K |
| Acorn Wealth Advisors, LLC | 0.10% | Add +0.2% | 14,399 | $320K |
| Centurion Wealth Management LLC | 0.07% | Add +3.8% | 14,260 | $317K |
| Strategic Wealth Partners, Ltd. | 0.02% | Reduce -4.3% | 13,944 | $310K |
| Prospera Financial Services Inc | 0.01% | Reduce -40.5% | 13,900 | $309K |
| Ausdal Financial Partners, Inc. | 0.01% | Reduce -0.3% | 13,506 | $300K |
| International Assets Investment Management, LLC | 0.02% | Add +7.3% | 12,765 | $284K |
| Joseph P. Lucia & Associates, LLC | 0.09% | Reduce -4.6% | 11,826 | $263K |
| Bank of New York Mellon Corp | 0.00% | New | 10,709 | $238K |
| Choreo, LLC | 0.00% | No change | 10,438 | $232K |
| Corient Private Wealth LP | 0.00% | Reduce -2.9% | 10,384 | $231K |
| Howard Wealth Management, LLC | 0.10% | Reduce -20.8% | 10,180 | $226K |
| Segall Bryant & Hamill, LLC | 0.00% | Reduce -4.9% | 10,084 | $224K |
| Royal Bank of Canada | 0.00% | New | 7,065 | $157K |
| Private Trust Co. NA | 0.01% | Reduce -41.8% | 5,621 | $125K |
| Cwm, LLC | 0.00% | No change | 4,904 | $109K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 3,900 | $87K |
| Kestra Advisory Services, LLC | 0.00% | New | 3,622 | $80K |
| Glassman Wealth Services | 0.01% | New | 2,192 | $49K |
| UBS Group AG | 0.00% | New | 2,054 | $46K |
| IFP Advisors, Inc | 0.00% | No change | 1,305 | $29K |
| Triumph Capital Management | 0.00% | New | 1,000 | $22K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 533 | $12K |
| Lanark Financial, Inc. | 0.00% | No change | 500 | $11K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 484 | $11K |
| AlphaCore Capital LLC | 0.00% | No change | 450 | $10K |
| Creative Financial Designs Inc. | 0.00% | Reduce -53.2% | 393 | $9K |
| Dunhill Financial, LLC | 0.00% | No change | 346 | $8K |
| Spire Wealth Management | 0.00% | No change | 300 | $7K |
| SageView Advisory Group, LLC | 0.00% | New | 70 | $2K |
"% 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.