Global X Variable Rate PrefPFFVETF
13F holders, Q1 2026 (March 31)65holders −4
11new positions
14sold out
1famous investor
$21.85avg. 13F price*
At the end of Q1 2026, 65 institutions reported holding Global X Variable Rate Pref (PFFV) in their 13F filings, down 4 from Q4 2025. 11 opened new positions and 14 sold out. The largest holders were Morgan Stanley ($50.0M), Janney Montgomery Scott LLC ($14.9M) and LPL Financial LLC ($5.7M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $6.8M |
| Exits | 14 | $2.7M |
All 13F filers, Q4 2025 → Q1 2026: 1,074,407 shares bought and 238,350 shares sold, net +836,057 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 65 holders
| Morgan Stanley | 0.00% | Add +5.5% | 2,292,260 | $50.0M |
| Janney Montgomery Scott LLC | 0.04% | Add +84.4% | 681,034 | $14.9M |
| LPL Financial LLC | 0.00% | Add +0.0% | 261,724 | $5.7M |
| Ironsides Asset Advisors, LLC | 1.41% | Reduce -0.2% | 257,596 | $5.6M |
| Investment Partners Asset Management, Inc. | 3.42% | Add +8.3% | 253,685 | $5.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +7.1% | 234,527 | $5.1M |
| Foguth Wealth Management, LLC. | 0.54% | New | 206,620 | $4.6M |
| Osaic Holdings, Inc. | 0.01% | Add +84.8% | 195,183 | $4.3M |
| Bedel Financial Consulting, Inc. | 0.42% | Reduce -11.4% | 166,527 | $3.6M |
| Leslie Global Wealth, LLC | 1.84% | Reduce -5.7% | 159,699 | $3.5M |
| Gotham Asset Management | 0.01% | Add +85.0% | 145,587 | $3.2M |
| Creative Planning | 0.00% | Reduce -14.0% | 144,234 | $3.1M |
| Benjamin Edwards Inc. | 0.03% | Reduce -2.3% | 135,963 | $3.0M |
| Bank of America Corp. | 0.00% | Add +4.7% | 135,828 | $3.0M |
| Rockefeller Capital Management L.P. | 0.01% | Add +1.0% | 130,322 | $2.8M |
| Integral Investment Advisors, Inc. | 0.59% | Reduce -1.7% | 108,532 | $2.4M |
| Princeton Global Asset Management LLC | 0.36% | Add +13.3% | 102,180 | $2.2M |
| LFG Wealth Partners, LLC | 1.34% | Add +9.4% | 101,461 | $2.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +8.5% | 96,426 | $2.1M |
| Trajan Wealth LLC | 0.09% | Add +7.9% | 96,341 | $2.1M |
| APS Management Group, Inc. | 1.55% | Add +2.1% | 82,790 | $1.8M |
| Raymond James Financial Inc. | 0.00% | Add +8.3% | 74,043 | $1.6M |
| Comprehensive Money Management Services LLC | 0.99% | Add +10.0% | 69,053 | $1.5M |
| UBS Group AG | 0.00% | Add +2487.9% | 53,155 | $1.2M |
| Texas Yale Capital Corp. | 0.03% | Add +60.4% | 51,047 | $1.1M |
| SBI Securities Co., Ltd. | 0.02% | Add +25.7% | 41,310 | $902K |
| Cetera Investment Advisers | 0.00% | Reduce -11.9% | 38,074 | $831K |
| Jane Street Group, LLC | 0.00% | New | 29,938 | $653K |
| Seed Wealth Management, Inc. | 0.45% | No change | 29,700 | $648K |
| First Manhattan Co. Llc. | 0.00% | No change | 28,086 | $613K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +3.8% | 26,544 | $579K |
| Truist Financial Corp. | 0.00% | Reduce -2.5% | 24,697 | $539K |
| NewEdge Advisors, LLC | 0.00% | Add +14.5% | 23,762 | $519K |
| Mather Group, Llc. | 0.01% | New | 22,917 | $500K |
| Dearborn Partners LLC | 0.03% | Reduce -3.8% | 22,026 | $481K |
| Harbour Investments, Inc. | 0.01% | Add +14.1% | 17,971 | $392K |
| US Bancorp \de | 0.00% | No change | 17,065 | $373K |
| Joseph P. Lucia & Associates, LLC | 0.12% | Add +25.6% | 14,858 | $324K |
| Acorn Wealth Advisors, LLC | 0.09% | Reduce -0.3% | 14,354 | $313K |
| West Michigan Advisors, LLC | 0.06% | Reduce -46.5% | 13,476 | $294K |
| International Assets Investment Management, LLC | 0.02% | No change | 12,765 | $278K |
| Centurion Wealth Management LLC | 0.06% | Reduce -11.8% | 12,577 | $275K |
| Diversify Wealth Management, LLC | 0.00% | Reduce -25.5% | 11,908 | $265K |
| Strategic Wealth Partners, Ltd. | 0.02% | Reduce -16.6% | 11,630 | $254K |
| Private Advisor Group, LLC | 0.00% | New | 11,373 | $248K |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.1% | 10,479 | $229K |
| Choreo, LLC | 0.00% | No change | 10,438 | $228K |
| Prospera Financial Services Inc | 0.00% | Reduce -25.2% | 10,400 | $227K |
| Sei Investments Co. | 0.00% | New | 10,321 | $225K |
| Fifth Third Bancorp | 0.00% | New | 9,804 | $214K |
| Ausdal Financial Partners, Inc. | 0.01% | Reduce -28.8% | 9,623 | $210K |
| Allworth Financial LP | 0.00% | New | 8,330 | $182K |
| Royal Bank of Canada | 0.00% | Add +0.3% | 7,085 | $155K |
| Private Trust Co. NA | 0.01% | No change | 5,621 | $123K |
| Colonial Trust Co / SC | 0.02% | New | 5,325 | $116K |
| Cwm, LLC | 0.00% | No change | 4,904 | $107K |
| SouthState Bank Corp | 0.00% | New | 2,000 | $44K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -95.7% | 1,087 | $24K |
| Triumph Capital Management | 0.00% | No change | 1,000 | $22K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 736 | $16K |
| Lanark Financial, Inc. | 0.00% | No change | 500 | $11K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 484 | $11K |
| Creative Financial Designs Inc. | 0.00% | Add +1.3% | 398 | $9K |
| AE Wealth Management LLC | 0.00% | New | 319 | $7K |
| Spire Wealth Management | 0.00% | No change | 300 | $7K |
"% 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.