Who owns Global X - Variable Rate Preferred ETF?
Institutional ownership of PFFV from SEC Form 13F filings across 51 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.
51
13F holders
$99.6M
value, 2026 filers
41.5%
of shares outstanding (5.7M sh)
10
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 | $15,694 | 0.0% | 5.2% | +4.6% |
| 3 | Cambridge Investment Research Advisors, Inc. | 495,930 | $10,926 | 0.0% | 3.6% | +111.5% |
| 4 | LPL Financial LLC | 309,674 | $6.8M | 0.0% | 2.2% | +18.3% |
| 5 | Foguth Wealth Management, LLC.NEW | 209,273 | $4.6M | 0.5% | 1.5% | new |
| 6 | BANK OF AMERICA CORP /DE/ | 163,797 | $3.6M | 0.0% | 1.2% | +20.6% |
| 7 | Creative Planning | 136,501 | $3.0M | 0.0% | 1% | -5.4% |
| 8 | Rockefeller Capital Management L.P. | 131,340 | $2.9M | 0.0% | 1% | +0.8% |
| 9 | BENJAMIN EDWARDS INC | 130,010 | $2.9M | 0.0% | 0.9% | -4.4% |
| 10 | LFG Wealth Partners, LLCNEW | 128,172 | $2.8M | 1.3% | 0.9% | new |
| 11 | OSAIC HOLDINGS, INC. | 104,859 | $2.3M | 0.0% | 0.8% | -46.3% |
| 12 | ENVESTNET ASSET MANAGEMENT INC | 99,521 | $2.2M | 0.0% | 0.7% | +3.2% |
| 13 | RAYMOND JAMES FINANCIAL INC | 75,180 | $1.7M | 0.0% | 0.5% | +1.5% |
| 14 | Texas Yale Capital Corp. | 60,818 | $1.3M | 0.0% | 0.4% | +19.1% |
| 15 | SBI Securities Co., Ltd. | 48,964 | $1.1M | 0.0% | 0.4% | +18.5% |
| 16 | Cetera Investment Advisers | 37,583 | $827,960 | 0.0% | 0.3% | -1.3% |
| 17 | Princeton Global Asset Management LLC | 34,884 | $768,500 | 0.1% | 0.3% | -65.9% |
| 18 | FIRST MANHATTAN CO. LLC. | 28,086 | $618,735 | 0.0% | 0.2% | 0.0% |
| 19 | Stratos Wealth Partners, LTD. | 26,570 | $585,349 | 0.0% | 0.2% | +0.1% |
| 20 | NewEdge Advisors, LLCNEW | 26,413 | $581,885 | 0.0% | 0.2% | new |
| 21 | FIFTH THIRD BANCORP | 22,530 | $496,337 | 0.0% | 0.2% | +129.8% |
| 22 | TRUIST FINANCIAL CORP | 22,335 | $492,041 | 0.0% | 0.2% | -9.6% |
| 23 | SUSQUEHANNA INTERNATIONAL GROUP, LLPNEW | 18,728 | $412,578 | 0.0% | 0.1% | new |
| 24 | HARBOUR INVESTMENTS, INC. | 17,971 | $395,901 | 0.0% | 0.1% | 0.0% |
| 25 | US BANCORP \DE\ | 17,065 | $375,942 | 0.0% | 0.1% | 0.0% |
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.