Who Owns Global X - Variable Rate Preferred ETF (PFFV)?Hedge Fund & Institutional Holders

$22.18-0.03 (-0.14%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$5.7340005206000374e+259T

% of Float Held

QoQ Change in Holders

+12 / -5

Price History

$22.17$22.73$23.30$23.86$24.42Sep 24Jun 25Mar 26

PFFV — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Investment Partners Asset Management, Inc.New Position+234K+$5.2B
Leslie Global Wealth, LLCNew Position+169K+$3.8B
INTEGRAL INVESTMENT ADVISORS, INC.New Position+110K+$2.5B
Comprehensive Money Management Services LLCNew Position+63K+$1.4B
BANK OF AMERICA CORP /DE/Increased+25K+$997.6M
SBI Securities Co., Ltd.New Position+33K+$729.0M
DEARBORN PARTNERS LLCNew Position+23K+$508.0M
Acorn Wealth Advisors, LLCNew Position+14K+$319.0M
Texas Yale Capital Corp.Increased+14K+$305.6M
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCNew Position+13K+$283.0M
Joseph P. Lucia & Associates, LLCNew Position+12K+$262.0M
HOWARD WEALTH MANAGEMENT, LLCNew Position+10K+$226.0M
Rockefeller Capital Management L.P.Increased+51K+$187.0M
PRIVATE TRUST CO NANew Position+6K+$124.0M
FLAGSHIP HARBOR ADVISORS, LLCNew Position+4K+$86.0M

PFFV — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Cetera Investment AdvisersDecreased-434K-$11.0B
Creative PlanningDecreased-52K-$5.1B
OSAIC HOLDINGS, INC.Decreased-83K-$2.4B
Ironsides Asset Advisors, LLCDecreased-29K-$912.0M
NAPA WEALTH MANAGEMENTClosed Position-28K-$657.1M
Prospera Financial Services IncDecreased-9K-$540.4M
CreativeOne Wealth, LLCDecreased-7K-$533.7M
NewEdge Advisors, LLCDecreased-1K-$512.4M
JPMORGAN CHASE & COClosed Position-18K-$411.0M
Ausdal Financial Partners, Inc.Decreased-45-$313.0M
STIFEL FINANCIAL CORPClosed Position-12K-$269.1M
Farther Finance Advisors, LLCDecreased-4K-$119.1M
North Capital, Inc.Closed Position-2K-$44.0M
Stratos Wealth Partners, LTD.Decreased-745-$40.4M
WELLS FARGO & COMPANY/MNClosed Position-2K-$34.7M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Ironsides Asset Advisors, LLC258,059$5.7B1.45%Share
2Investment Partners Asset Management, Inc.234,301$5.2B3.24%Share
3Leslie Global Wealth, LLC169,352$3.8B1.69%Share
4INTEGRAL INVESTMENT ADVISORS, INC.110,452$2.5B0.61%Share
5OSAIC HOLDINGS, INC.93,847$2.0B2.92%Share
6Rockefeller Capital Management L.P.129,209$2.0B3.60%Share
7Comprehensive Money Management Services LLC62,753$1.4B0.96%Share
8RAYMOND JAMES FINANCIAL INC63,319$1.0B0.31%Share
9Gotham Asset Management, LLC78,677$1.0B3.65%Share
10BANK OF AMERICA CORP /DE/87,295$1.0B0.07%Share
11Trajan Wealth LLC89,308$1.0B0.04%Share
12COMERICA BANK33,740$749.0M2.99%Share
13SBI Securities Co., Ltd.32,853$729.0M0.02%Share
14Texas Yale Capital Corp.31,834$707.0M0.02%Share
15Seed Wealth Management, Inc.29,700$659.0M0.45%Share
16Stratos Wealth Partners, LTD.25,571$568.0M6.42%Share
17WEST MICHIGAN ADVISORS, LLC25,197$560.0M0.13%Share
18Farther Finance Advisors, LLC25,050$556.0M5.96%Share
19DEARBORN PARTNERS LLC22,903$508.0M0.03%Share
20US BANCORP \DE\17,065$379.0M0.44%Share
21DIVERSIFY WEALTH MANAGEMENT, LLC15,986$359.0M0.02%Share
22Acorn Wealth Advisors, LLC14,399$319.0M0.10%Share
23Centurion Wealth Management LLC14,260$316.0M0.07%Share
24INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC12,765$283.0M0.02%Share
25Joseph P. Lucia & Associates, LLC11,826$262.0M0.09%Share
26HOWARD WEALTH MANAGEMENT, LLC10,180$226.0M0.10%Share
27SEGALL BRYANT & HAMILL, LLC10,084$224.0M3.03%Share
28PRIVATE TRUST CO NA5,621$124.0M0.01%Share
29FLAGSHIP HARBOR ADVISORS, LLC3,900$86.0M0.00%Share
30MORGAN STANLEY2,173,298$48.0M0.00%Share
31UBS Group AG2,054$45.0M0.01%Share
32COMERICA BANK1,434$31.0M0.12%Share
33Triumph Capital Management1,000$22.0M0.00%Share
34WHITTIER TRUST CO OF NEVADA INC533$11.0M0.00%Share
35Janney Montgomery Scott LLC369,246$8.0M0.02%Share
36CREATIVE FINANCIAL DESIGNS INC /ADV393$8.0M0.00%Share
37Dunhill Financial, LLC346$7.0M0.00%Share
38Spire Wealth Management300$6.0M0.00%Share
39LPL Financial LLC261,711$5.0M0.00%Share
40Bedel Financial Consulting, Inc.188,064$4.2M0.45%Share
41Cambridge Investment Research Advisors, Inc.218,978$4.0M0.01%Share
42BENJAMIN EDWARDS INC134,182$3.0M0.03%Share
43LFG Wealth Partners, LLC92,723$2.1M1.31%Share
44Princeton Global Asset Management LLC90,153$2.0M0.32%Share
45APS Management Group, Inc.81,069$1.8M1.54%Share
46ENVESTNET ASSET MANAGEMENT INC88,871$1.0M0.00%Share
47TRUIST FINANCIAL CORP25,319$562K0.00%Share
48HARBOUR INVESTMENTS, INC.15,746$349K0.01%Share
49Ausdal Financial Partners, Inc.13,506$300K0.01%Share
50CHOREO, LLC10,438$232K0.00%Share

PFFV Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202569$34.4B+20
Q3 202549$49.5B-16
Q2 202565$54.1B-2
Q1 202567$93.7B+15
Q4 202452$174.8B+8
Q3 202444$5.1T-5
Q2 202449$3.1T+0
Q1 202449$4.9T

Similar Stocks by Institutional Ownership

As of Q4 2025, 50 institutional investors hold PFFV (Global X - Variable Rate Preferred ETF). The largest holder is Ironsides Asset Advisors, LLC with $5.7B in shares. This quarter, 12 institutions opened new positions and 5 closed their positions.

Frequently Asked Questions

How many hedge funds own PFFV?

As of Q4 2025, 50 institutional investors report holding PFFV (Global X - Variable Rate Preferred ETF) in their 13F filings.

Who is the largest institutional holder of PFFV?

The largest institutional holder of PFFV is Ironsides Asset Advisors, LLC with $5.7B in shares.

Is institutional ownership of PFFV increasing or decreasing?

This quarter, 12 institutions opened new positions in PFFV and 5 closed their positions.