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Global X Variable Rate Preferred ETF (PFFV) Institutional Ownership

$23.03 -0.16 (-0.69%)
Closing price 08/1/2025 04:10 PM Eastern
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$23.02 -0.01 (-0.02%)
As of 08/1/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Global X Variable Rate Preferred ETF (NYSEARCA:PFFV)

Number of
Institutional Buyers
(last 12 months)
47
Total
Institutional Inflows
(last 12 months)
$38.56M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$5.79M
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PFFV Institutional Buying and Selling by Quarter

Global X Variable Rate Preferred ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/1/2025Integral Investment Advisors Inc.80,686$1.84M0.5%+59.6%0.587%
8/1/2025Envestnet Asset Management Inc.82,326$1.88M0.0%-1.2%0.599%
7/31/2025 West Michigan Advisors LLC28,325$646K0.2%+13.5%0.206%
7/30/2025 Princeton Global Asset Management LLC94,638$2.16M0.4%+1.0%0.689%
7/29/2025 FLC Capital Advisors11,075$253K0.1%-48.3%0.081%
7/29/2025 Ballast Inc.12,819$292K0.1%N/A0.093%
7/24/2025 Comprehensive Money Management Services LLC59,463$1.36M1.0%-3.8%0.433%
7/24/2025 Blue Trust Inc.3,400$78K0.0%N/A0.025%
7/24/2025 IFP Advisors Inc1,283$29K0.0%N/A0.009%
7/21/2025 Ameritas Advisory Services LLC1,798$41K0.0%N/A0.013%
7/18/2025 Truist Financial Corp27,152$619K0.0%+11.6%0.198%
7/17/2025 Janney Montgomery Scott LLC272,685$6.22M0.0%+55.1%1.985%
7/16/2025 Investment Partners Asset Management Inc.191,816$4.37M3.0%+15.0%1.396%
7/14/2025 Seed Wealth Management Inc.30,700$700K0.5%-8.2%0.223%
7/11/2025 Farther Finance Advisors LLC34,100$777K0.0%N/A0.249%
5/14/2025CreativeOne Wealth LLC15,656$370K0.0%-8.8%0.120%
5/14/2025Napa Wealth Management28,641$678K0.4%-11.7%0.220%
5/14/2025Leslie Global Wealth LLC154,211$3.65M1.8%-0.5%1.184%
5/14/2025CW Advisors LLC54,370$1.29M0.0%+240.5%0.417%
5/14/2025Joseph P. Lucia & Associates LLC13,319$315K0.1%+8.5%0.102%
5/13/2025SFI Advisors LLC12,519$296K0.2%N/A0.096%
5/13/2025Howard Wealth Management LLC13,083$310K0.2%+36.8%0.100%
5/13/2025Trajan Wealth LLC102,760$2.43M0.1%N/A0.789%
5/9/2025AXS Investments LLC273,450$6.47M1.8%N/A2.099%
5/9/2025 West Michigan Advisors LLC24,965$591K0.2%+4.7%0.192%
5/7/2025Ironsides Asset Advisors LLC227,550$5.38M1.6%+61.6%1.746%
5/7/2025LPL Financial LLC143,995$3.41M0.0%+6.6%1.105%
5/7/2025Texas Yale Capital Corp.20,043$474K0.0%+23.2%0.154%
5/6/2025Cetera Investment Advisers48,136$1.14M0.0%+34.7%0.372%
5/6/2025Choreo LLC10,438$247K0.0%N/A0.081%
5/2/2025Segall Bryant & Hamill LLC12,425$294K0.0%-3.8%0.096%
5/2/2025SBI Securities Co. Ltd.23,244$550K0.0%+43.6%0.179%
5/2/2025 Apollon Wealth Management LLC8,490$201K0.0%N/A0.066%
4/29/2025Envestnet Asset Management Inc.83,343$1.97M0.0%+2.3%0.644%
4/28/2025North Capital Inc.1,858$44K0.0%N/A0.014%
4/22/2025 Cambridge Investment Research Advisors Inc.295,339$6.99M0.0%+14.1%2.281%
4/22/2025 Comprehensive Money Management Services LLC61,813$1.46M1.2%+2.2%0.477%
4/18/2025 Seed Wealth Management Inc.33,425$791K0.6%-33.0%0.258%
4/17/2025 Janney Montgomery Scott LLC175,850$4.16M0.0%+111.1%1.358%
4/15/2025 Investment Partners Asset Management Inc.166,862$3.95M3.1%+4.9%1.289%
Trump’s national nightmare is here (Ad)

Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger the biggest forced rotation of capital since World War II. They reveal why Trump is mobilizing America’s tech giants… and name the two stocks most likely to soar as trillions shift behind the scenes.

Watch the National Emergency broadcast here
4/15/2025Integral Investment Advisors Inc.50,557$1.20M0.4%+20.3%0.390%
4/11/2025 Princeton Global Asset Management LLC93,723$2.22M0.4%+6.1%0.737%
4/10/2025 Beacon Financial Group21,620$512K0.1%-15.7%0.170%
3/4/2025 Comprehensive Money Management Services LLC60,463$1.43M1.2%N/A0.508%
2/17/2025Strategic Wealth Partners Ltd.20,207$483K0.0%-6.5%0.193%
2/17/2025Napa Wealth Management32,453$765K0.3%-16.3%0.310%
2/17/2025Cetera Investment Advisers35,726$842K0.0%+39.7%0.341%
2/17/2025Bank of America Corp DE38,710$912K0.0%+22.5%0.370%
2/14/2025Comerica Bank32,292$761K0.0%-8.5%0.308%
2/14/2025Leslie Global Wealth LLC155,056$3.66M1.7%-23.2%1.481%
2/14/2025GeoWealth Management LLC6,742$159K0.0%-6.6%0.064%
2/13/2025Rockefeller Capital Management L.P.75,392$1.78M0.0%+33.6%0.720%
2/13/2025Envestnet Asset Management Inc.81,496$1.92M0.0%+14.0%0.778%
2/13/2025Wells Fargo & Company MN2,450$58K0.0%N/A0.023%
2/12/2025Ausdal Financial Partners Inc.52,446$1.24M0.1%-4.0%0.501%
2/11/2025Congress Wealth Management LLC DE15,967$376K0.0%N/A0.153%
2/11/2025LPL Financial LLC135,069$3.18M0.0%+46.7%1.290%
2/10/2025Corient Private Wealth LLC13,951$329K0.0%+15.2%0.133%
2/10/2025Ironsides Asset Advisors LLC140,837$3.32M1.0%+231.4%1.345%
2/6/2025Bedel Financial Consulting Inc.226,252$5.41M0.8%-2.2%2.161%
2/6/2025SBI Securities Co. Ltd.16,186$382K0.0%N/A0.155%
2/5/2025 West Michigan Advisors LLC23,854$564K0.2%+136.2%0.228%
2/5/2025 Private Trust Co. NA10,195$240K0.0%+51.6%0.097%
2/4/2025Acorn Wealth Advisors LLC12,786$301K0.1%+3.5%0.122%
2/4/2025Integral Investment Advisors Inc.42,020$990K0.3%+10.3%0.401%
1/31/2025Global Retirement Partners LLC6,094$144K0.0%-33.6%0.058%
1/31/2025 Truist Financial Corp16,997$401K0.0%-64.8%0.162%
1/30/2025Howard Wealth Management LLC9,564$225K0.1%N/A0.091%
1/30/2025 PUREfi Wealth LLC10,570$249K0.2%N/A0.101%
1/30/2025 Investment Partners Asset Management Inc.159,030$3.75M2.9%+4.4%1.519%
1/27/2025 Stratos Wealth Partners LTD.26,000$613K0.0%+34.4%0.248%
1/24/2025 Princeton Global Asset Management LLC88,326$2.08M0.4%+0.7%0.844%
1/17/2025 Janney Montgomery Scott LLC83,317$1.96M0.0%+298.5%0.796%
1/16/2025 FLC Capital Advisors21,429$505K0.1%+12.0%0.205%
1/8/2025 International Assets Investment Management LLC11,900$284K0.0%N/A0.114%
12/26/2024JPMorgan Chase & Co.43,328$1.04M0.0%N/A0.414%
11/25/2024Sanctuary Advisors LLC8,448$203K0.0%-88.8%0.081%
11/15/2024Stifel Financial Corp12,526$301K0.0%-57.6%0.120%
11/14/2024Rockefeller Capital Management L.P.56,436$1.36M0.0%+6.4%0.539%
11/14/2024CreativeOne Wealth LLC17,229$414K0.0%+17.2%0.165%
11/13/2024Acorn Wealth Advisors LLC12,350$297K0.1%+16.5%0.118%
11/13/2024 Private Trust Co. NA6,723$162K0.0%+95.3%0.064%
11/8/2024Segall Bryant & Hamill LLC12,612$303K0.0%N/A0.120%
11/7/2024Napa Wealth Management38,758$932K0.4%+35.3%0.370%
11/5/2024Paulson Wealth Management Inc.19,716$474K0.1%-5.6%0.188%
10/31/2024Ironsides Asset Advisors LLC42,496$1.02M0.3%-1.3%0.406%
10/30/2024Leslie Global Wealth LLC202,006$4.86M2.4%+6.6%1.929%
10/29/2024 Princeton Global Asset Management LLC87,747$2.11M0.4%+1.5%0.838%
10/25/2024Walter & Keenan Wealth Management LLC IN ADV8,730$210K0.1%-59.8%0.083%
10/24/2024 Investment Partners Asset Management Inc.152,293$3.66M3.0%+5.1%1.455%
Trump’s national nightmare is here (Ad)

Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger the biggest forced rotation of capital since World War II. They reveal why Trump is mobilizing America’s tech giants… and name the two stocks most likely to soar as trillions shift behind the scenes.

Watch the National Emergency broadcast here
10/23/2024 West Michigan Advisors LLC10,099$243K0.1%N/A0.096%
10/16/2024 FLC Capital Advisors19,132$460K0.1%+80.3%0.183%
10/11/2024Creative Planning171,806$4.13M0.0%+31.1%1.641%
10/8/2024Strategic Wealth Partners Ltd.21,623$520K0.0%-8.0%0.207%
9/5/2024Sanctuary Advisors LLC75,373$1.75M0.0%N/A0.720%
8/21/2024 Truist Financial Corp54,303$1.28M0.0%+11.1%0.519%
8/16/2024Creative Planning131,089$3.10M0.0%+43.6%1.252%
8/6/2024Ausdal Financial Partners Inc.54,677$1.29M0.1%+5.1%0.522%
7/30/2024Integral Investment Advisors Inc.13,322$317K0.1%+33.8%0.127%
7/30/2024 International Assets Investment Management LLC8,960$212K0.0%N/A0.086%
(Data available from 1/1/2016 forward)

PFFV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PFFV shares?

During the previous two years, 73 institutional investors and hedge funds held shares of Global X Variable Rate Preferred ETF. The most heavily invested institutionals were Cambridge Investment Research Advisors Inc. ($6.99M), AXS Investments LLC ($6.47M), Janney Montgomery Scott LLC ($6.22M), Bedel Financial Consulting Inc. ($5.41M), Ironsides Asset Advisors LLC ($5.38M), Investment Partners Asset Management Inc. ($4.37M), and Creative Planning ($4.13M).Learn more on Global X Variable Rate Preferred ETF's institutional investors.

Which institutional investors have been buying Global X Variable Rate Preferred ETF's stock?

Of the 61 institutional investors that purchased Global X Variable Rate Preferred ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Janney Montgomery Scott LLC ($637.44K), International Assets Investment Management LLC ($326.57K), AXS Investments LLC ($273.45K), Ironsides Asset Advisors LLC ($223.08K), Investment Partners Asset Management Inc. ($191.82K), Trajan Wealth LLC ($102.76K), and Columbus Macro LLC ($101.96K).

How much institutional buying is happening at Global X Variable Rate Preferred ETF?

Institutional investors have bought a total of 1,636,481 shares in the last 24 months. This purchase volume represents approximately $38.56M in transactions.

Which of Global X Variable Rate Preferred ETF's major shareholders have been selling company stock?

Of the 21 institutional investors that sold Global X Variable Rate Preferred ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Sanctuary Advisors LLC ($66.93K), Leslie Global Wealth LLC ($47.80K), Truist Financial Corp ($31.23K), Seed Wealth Management Inc. ($19.18K), Stifel Financial Corp ($17.03K), Walter & Keenan Wealth Management LLC IN ADV ($13K), and FLC Capital Advisors ($10.35K).

How much institutional selling is happening at Global X Variable Rate Preferred ETF?

Institutional investors have sold a total of 243,978 shares in the last 24 months. This volume of shares sold represents approximately $5.79M in transactions.



This page (NYSEARCA:PFFV) was last updated on 8/2/2025 by MarketBeat.com Staff
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