GLOBAL X VARIABLE RATE PREF (PFFV) Institutional Ownership Changes & 13F Activity

GLOBAL X VARIABLE RATE PREF (PFFV). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Morgan Stanley, Osaic Holdings, Inc., Ironsides Asset Advisors, Llc, Ubs Group Ag, and Lpl Financial Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Corient Private Wealth LlcBuy+10,06610,066$221.75KQ2 2026Aug 27, 2026
West Michigan Advisors, LlcSell-2,203-16.3%11,273$248.34KQ2 2026Aug 21, 2026
Comprehensive Money Management Services LlcSell-6,900-10.0%62,153$1.37MQ2 2026Aug 17, 2026
Dearborn Partners LlcSell-162-0.7%21,864$481.66KQ2 2026Aug 17, 2026
Osaic Holdings, Inc.Sell-90,324-46.3%104,859$2.31MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+27,969+20.6%163,797$3.61MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+18,72818,728$412.58KQ2 2026Aug 14, 2026
Gotham Asset Management, LlcBuy+13,569+9.3%159,156$3.51MQ2 2026Aug 14, 2026
Sei Investments CoBuy+3,548+34.4%13,869$305.53KQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+1,137+1.5%75,180$1.66MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+210+3.0%7,295$161.00KQ2 2026Aug 14, 2026
Morgan StanleyBuy+219,231+9.6%2,511,491$55.33MQ2 2026Aug 13, 2026
Ubs Group AgSell-53,154-100.0%1$22.00Q2 2026Aug 13, 2026
Creativeone Wealth, LlcBuy+13,41113,411$295.45KQ2 2026Aug 13, 2026
Trajan Wealth LlcBuy+1,461+1.5%97,802$2.15MQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Buy+1,018+0.8%131,340$2.89MQ2 2026Aug 13, 2026
Fmr LlcBuy+4242$925.00Q2 2026Aug 13, 2026
Ironsides Asset Advisors, LlcSell-56,166-21.8%201,430$4.44MQ2 2026Aug 12, 2026
Newedge Advisors, LlcBuy+26,41326,413$581.88KQ2 2026Aug 12, 2026
Texas Yale Capital Corp.Buy+9,771+19.1%60,818$1.34MQ2 2026Aug 12, 2026
Strategic Wealth Partners, Ltd.Sell-4,300-37.0%7,330$161.49KQ2 2026Aug 12, 2026
Jpmorgan Chase & CoBuy+501501$11.08KQ2 2026Aug 12, 2026
Cetera Investment AdvisersSell-491-1.3%37,583$827.96KQ2 2026Aug 12, 2026
Segall Bryant & Hamill, LlcBuy+83+0.8%10,066$221.75KQ2 2026Aug 12, 2026
Allworth Financial LpBuy+252+3.0%8,582$189.06KQ2 2026Aug 11, 2026
Stratos Wealth Partners, Ltd.Buy+26+0.1%26,570$585.35KQ2 2026Aug 11, 2026
Diversify Advisory Services, LlcBuy+11,92811,928$262.78KQ2 2026Aug 10, 2026
Wealthcollab, LlcBuy+5,0005,000$110.15KQ2 2026Aug 10, 2026
Lpl Financial LlcBuy+47,950+18.3%309,674$6.82MQ2 2026Aug 07, 2026
Joseph P. Lucia & Associates, LlcBuy+425+2.9%15,283$336.68KQ2 2026Aug 07, 2026
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Frequently asked questions about PFFV activity

  • Which institutional owners are buying PFFV?

    Institutional owners buying PFFV include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in PFFV activity?

    "Buy" means an investor increased their reported position in PFFV compared to the prior reporting period. This reflects growing exposure to GLOBAL X VARIABLE RATE PREF (PFFV) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in PFFV increasing?

    Institutional interest in PFFV can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.