Who owns Global X - Variable Rate Preferred ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of PFFV from SEC Form 13F filings across 71 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 71 institutions disclosed 7.0M shares of Global X - Variable Rate Preferred ETF worth $153.4M — about 50.5% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
71
13F holders
$153.4M
value, 2026 filers
50.5%
of shares outstanding (7.0M sh)
13
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of PFFV's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 2.5M | $55.3M | 0.0% | 18.2% | +9.6% |
| 2 | Janney Montgomery Scott LLC | 712,399 | $15.7M | 0.0% | 5.2% | +4.6% |
| 3 | LPL Financial LLC | 309,674 | $6.8M | 0.0% | 2.2% | +18.3% |
| 4 | Investment Partners Asset Management, Inc. | 258,318 | $5.7M | 3.2% | 1.9% | +1.8% |
| 5 | Cambridge Investment Research Advisors, Inc. | 247,965 | $5.5M | 0.0% | 1.8% | +5.7% |
| 6 | Foguth Wealth Management, LLC.NEW | 209,273 | $4.6M | 0.5% | 1.5% | new |
| 7 | Ironsides Asset Advisors, LLC | 201,430 | $4.4M | 1.0% | 1.5% | -21.8% |
| 8 | Bedel Financial Consulting, Inc. | 169,993 | $3.7M | 0.4% | 1.2% | +2.1% |
| 9 | BANK OF AMERICA CORP /DE/ | 163,797 | $3.6M | 0.0% | 1.2% | +20.6% |
| 10 | Leslie Global Wealth, LLC | 163,261 | $3.6M | 1.4% | 1.2% | +2.2% |
| 11 | Gotham Asset Management, LLC | 159,156 | $3.5M | 0.0% | 1.2% | +9.3% |
| 12 | Creative Planning | 136,501 | $3.0M | 0.0% | 1% | -5.4% |
| 13 | Rockefeller Capital Management L.P. | 131,340 | $2.9M | 0.0% | 1% | +0.8% |
| 14 | BENJAMIN EDWARDS INC | 130,010 | $2.9M | 0.0% | 0.9% | -4.4% |
| 15 | LFG Wealth Partners, LLCNEW | 128,172 | $2.8M | 1.3% | 0.9% | new |
| 16 | INTEGRAL INVESTMENT ADVISORS, INC. | 116,315 | $2.6M | 0.6% | 0.8% | +7.2% |
| 17 | OSAIC HOLDINGS, INC. | 104,859 | $2.3M | 0.0% | 0.8% | -46.3% |
| 18 | ENVESTNET ASSET MANAGEMENT INC | 99,521 | $2.2M | 0.0% | 0.7% | +3.2% |
| 19 | Trajan Wealth LLC | 97,802 | $2.2M | 0.1% | 0.7% | +1.5% |
| 20 | APS Management Group, Inc. | 85,912 | $1.9M | 1.5% | 0.6% | +3.8% |
| 21 | RAYMOND JAMES FINANCIAL INC | 75,180 | $1.7M | 0.0% | 0.5% | +1.5% |
| 22 | Comprehensive Money Management Services LLC | 62,153 | $1.4M | 0.9% | 0.5% | -10.0% |
| 23 | Texas Yale Capital Corp. | 60,818 | $1.3M | 0.0% | 0.4% | +19.1% |
| 24 | SBI Securities Co., Ltd. | 48,964 | $1.1M | 0.0% | 0.4% | +18.5% |
| 25 | Anchor Bay Capital, Inc.NEW | 42,071 | $925,142 | 0.5% | 0.3% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.