GLOBAL X VARIABLE RATE PREF PFFV
$22.02
+0.2% 52w: $21.05 – $22.27
Latest 13F among current holders filed 24 days ago (Jun 11, 2026)
Price — last 12 months
research preview data21.0521.6622.27
Jun 20, 2025 Jul 2, 2026
Institutional holders
65
-4 QoQ
13F value
$147.7M
+11.3% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns PFFV?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 2.3M | $50.0M | 0.0% | +5.5% |
| Janney Montgomery Scott LLC | Diversified mechanical | 681.0K | $14.9M | 0.0% | +84.4% |
| LPL Financial LLC | Bank broker | 261.7K | $5.7M | 0.0% | 0.0% |
| Ironsides Asset Advisors, LLC | Wealth advisor | 257.6K | $5.6M | 1.4% | -0.2% |
| Investment Partners Asset Management, Inc. | Other | 253.7K | $5.5M | 3.4% | +8.3% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 234.5K | $5.1M | 0.0% | +7.1% |
| Foguth Wealth Management, LLC. | Wealth advisor | 206.6K | $4.6M | 0.5% | New |
| OSAIC HOLDINGS, INC. | Wealth advisor | 195.2K | $4.3M | 0.0% | +84.8% |
| Bedel Financial Consulting, Inc. | Other | 166.5K | $3.6M | 0.4% | -11.5% |
| Leslie Global Wealth, LLC | Wealth advisor | 159.7K | $3.5M | 1.8% | -5.7% |
| Gotham Asset Management, LLC | Diversified mechanical | 145.6K | $3.2M | 0.0% | +85.0% |
| Creative Planning | Wealth advisor | 144.2K | $3.1M | 0.0% | -14.0% |
| BENJAMIN EDWARDS INC | Diversified mechanical | 136.0K | $3.0M | 0.0% | -2.3% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 135.8K | $3.0M | 0.0% | +4.7% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 130.3K | $2.8M | 0.0% | +1.0% |
| INTEGRAL INVESTMENT ADVISORS, INC. | Wealth advisor | 108.5K | $2.4M | 0.6% | -1.7% |
| Princeton Global Asset Management LLC | Other | 102.2K | $2.2M | 0.4% | +13.3% |
| LFG Wealth Partners, LLC ★2 | Fundamental diversified | 101.5K | $2.2M | 1.3% | +9.4% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 96.4K | $2.1M | 0.0% | +8.5% |
| Trajan Wealth LLC | Other | 96.3K | $2.1M | 0.1% | +7.9% |
| APS Management Group, Inc. | Wealth advisor | 82.8K | $1.8M | 1.5% | +2.1% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 74.0K | $1.6M | 0.0% | +8.3% |
| Comprehensive Money Management Services LLC | Wealth advisor | 69.1K | $1.5M | 1.0% | +10.0% |
| UBS Group AG | Bank broker | 53.2K | $1.2M | 0.0% | +2487.9% |
| Texas Yale Capital Corp. | Other | 51.0K | $1.1M | 0.0% | +60.4% |
| SBI Securities Co., Ltd. | Diversified mechanical | 41.3K | $902K | 0.0% | +25.7% |
| Cetera Investment Advisers | Wealth advisor | 38.1K | $831K | 0.0% | -11.9% |
| JANE STREET GROUP, LLC | Market maker | 29.9K | $653K | 0.0% | New |
| Seed Wealth Management, Inc. | Wealth advisor | 29.7K | $648K | 0.4% | Held |
| FIRST MANHATTAN CO. LLC. | Other | 28.1K | $613K | 0.0% | Held |
| Stratos Wealth Partners, LTD. | Wealth advisor | 26.5K | $579K | 0.0% | +3.8% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 24.7K | $539K | 0.0% | -2.5% |
| NewEdge Advisors, LLC | Diversified mechanical | 23.8K | $519K | 0.0% | +14.5% |
| MATHER GROUP, LLC. | Wealth advisor | 22.9K | $500K | 0.0% | New |
| DEARBORN PARTNERS LLC | Other | 22.0K | $481K | 0.0% | -3.8% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 18.0K | $392K | 0.0% | +14.1% |
| US BANCORP \DE\ | Wealth advisor | 17.1K | $373K | 0.0% | Held |
| Joseph P. Lucia & Associates, LLC | Wealth advisor | 14.9K | $324K | 0.1% | +25.6% |
| Acorn Wealth Advisors, LLC | Wealth advisor | 14.4K | $313K | 0.1% | -0.3% |
| WEST MICHIGAN ADVISORS, LLC | Other | 13.5K | $294K | 0.1% | -46.5% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | Diversified mechanical | 12.8K | $278K | 0.0% | Held |
| Centurion Wealth Management LLC | Wealth advisor | 12.6K | $275K | 0.1% | -11.8% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | Wealth advisor | 11.9K | $265K | 0.0% | -25.5% |
| Strategic Wealth Partners, Ltd. | Other | 11.6K | $254K | 0.0% | -16.6% |
| Private Advisor Group, LLC | Wealth advisor | 11.4K | $248K | 0.0% | New |
| Bank of New York Mellon Corp | Diversified mechanical | 10.5K | $229K | 0.0% | -2.1% |
| CHOREO, LLC | Wealth advisor | 10.4K | $228K | 0.0% | Held |
| Prospera Financial Services Inc | Diversified mechanical | 10.4K | $227K | 0.0% | -25.2% |
| SEI INVESTMENTS CO | Diversified mechanical | 10.3K | $225K | 0.0% | New |
| FIFTH THIRD BANCORP | Diversified mechanical | 9.8K | $214K | 0.0% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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