GLOBAL X VARIABLE RATE PREF (PFFV) Institutional Shareholders
GLOBAL X VARIABLE RATE PREF (PFFV) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $144.06M in PFFV holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of PFFV tracked by InsiderSet, reporting ownership valued at approximately $55.33M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $55.00M, representing an estimated loss of -0.59% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 74% of the total disclosed PFFV value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Janney Montgomery Scott Llc, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in GLOBAL X VARIABLE RATE PREF (PFFV).
This page ranks the largest institutional PFFV shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
69
Total Reported Value
$144.06M
Largest Holder
Morgan Stanley
Largest Position
$55.33M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
85
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 2,511,491 | $55,328,165 | $55,001,653 | -$326,512 | -0.59% | |
| Janney Montgomery Scott Llc | 0.03% | 712,399 | $15,694,000 | $15,601,538 | -$92,462 | -0.59% | |
| Lpl Financial Llc | 0.00% | 309,674 | $6,822,126 | $6,781,861 | -$40,265 | -0.59% | |
| Investment Partners Asset Management, Inc. | 3.18% | 258,318 | $5,690,739 | $5,657,164 | -$33,575 | -0.59% | |
| Foguth Wealth Management, Llc. | 0.53% | 209,273 | $4,618,653 | $4,583,079 | -$35,574 | -0.77% | |
| Ironsides Asset Advisors, Llc | 1.04% | 201,430 | $4,437,499 | $4,411,317 | -$26,182 | -0.59% | |
| Bedel Financial Consulting, Inc. | 0.36% | 169,993 | $3,744,946 | $3,722,847 | -$22,099 | -0.59% | |
| Bank Of America Corp | 0.00% | 163,797 | $3,608,445 | $3,587,154 | -$21,291 | -0.59% | |
| Leslie Global Wealth, Llc | 1.40% | 163,261 | $3,596,640 | $3,575,416 | -$21,224 | -0.59% | |
| Gotham Asset Management, Llc | 0.01% | 159,156 | $3,506,207 | $3,485,516 | -$20,691 | -0.59% | |
| Rockefeller Capital Management L.P. | 0.00% | 131,340 | $2,893,435 | $2,876,346 | -$17,089 | -0.59% | |
| Benjamin Edwards Inc | 0.03% | 130,010 | $2,863,923 | $2,847,219 | -$16,704 | -0.58% | |
| Lfg Wealth Partners, Llc | 1.32% | 128,172 | $2,823,624 | $2,806,967 | -$16,657 | -0.59% | |
| Integral Investment Advisors, Inc. | 0.56% | 116,315 | $2,562,413 | $2,547,299 | -$15,115 | -0.59% | |
| Osaic Holdings, Inc. | 0.00% | 104,859 | $2,310,060 | $2,296,412 | -$13,648 | -0.59% | |
| Envestnet Asset Management Inc | 0.00% | 99,521 | $2,192,455 | $2,179,510 | -$12,945 | -0.59% | |
| Trajan Wealth Llc | 0.08% | 97,802 | $2,154,578 | $2,141,864 | -$12,714 | -0.59% | |
| Aps Management Group, Inc. | 1.45% | 85,912 | $1,892,655 | $1,881,473 | -$11,182 | -0.59% | |
| Raymond James Financial Inc | 0.00% | 75,180 | $1,656,225 | $1,646,442 | -$9,783 | -0.59% | |
| Comprehensive Money Management Services Llc | 0.86% | 62,153 | $1,369,231 | $1,361,151 | -$8,080 | -0.59% | |
| Texas Yale Capital Corp. | 0.03% | 60,818 | $1,339,809 | $1,331,914 | -$7,895 | -0.59% | |
| Sbi Securities Co., Ltd. | 0.02% | 48,964 | $1,078,677 | $1,072,312 | -$6,365 | -0.59% | |
| Cetera Investment Advisers | 0.00% | 37,583 | $827,960 | $823,068 | -$4,892 | -0.59% | |
| Princeton Global Asset Management Llc | 0.11% | 34,884 | $768,500 | $763,960 | -$4,540 | -0.59% | |
| First Manhattan Co. Llc. | 0.00% | 28,086 | $618,735 | $615,083 | -$3,652 | -0.59% | |
| Stratos Wealth Partners, Ltd. | 0.01% | 26,570 | $585,349 | $581,883 | -$3,466 | -0.59% | |
| Newedge Advisors, Llc | 0.00% | 26,413 | $581,885 | $578,445 | -$3,440 | -0.59% | |
| Fifth Third Bancorp | 0.00% | 22,530 | $496,337 | $493,407 | -$2,930 | -0.59% | |
| Truist Financial Corp | 0.00% | 22,335 | $492,041 | $489,136 | -$2,905 | -0.59% | |
| Seed Wealth Management, Inc. | 0.31% | 22,100 | $486,863 | $483,990 | -$2,873 | -0.59% | |
| Dearborn Partners Llc | 0.03% | 21,864 | $481,664 | $478,822 | -$2,842 | -0.59% | |
| Susquehanna International Group, Llp | 0.00% | 18,728 | $412,578 | $410,143 | -$2,435 | -0.59% | |
| Harbour Investments, Inc. | 0.01% | 17,971 | $395,901 | $393,565 | -$2,336 | -0.59% | |
| Us Bancorp \De\ | 0.00% | 17,065 | $375,942 | $373,724 | -$2,219 | -0.59% | |
| Mather Group, Llc. | 0.00% | 16,247 | $357,921 | $355,809 | -$2,112 | -0.59% | |
| Private Advisor Group, Llc | 0.00% | 15,392 | $339,084 | $337,085 | -$1,999 | -0.59% | |
| Joseph P. Lucia & Associates, Llc | 0.10% | 15,283 | $336,684 | $334,698 | -$1,986 | -0.59% | |
| Acorn Wealth Advisors, Llc | 0.08% | 14,354 | $316,219 | $314,353 | -$1,866 | -0.59% | |
| Sei Investments Co | 0.00% | 13,869 | $305,530 | $303,731 | -$1,799 | -0.59% | |
| Creativeone Wealth, Llc | 0.01% | 13,411 | $295,446 | $293,701 | -$1,745 | -0.59% | |
| International Assets Investment Management, Llc | 0.02% | 12,765 | $280,702 | $279,554 | -$1,149 | -0.41% | |
| Choreo, Llc | 0.00% | 11,938 | $262,994 | $261,442 | -$1,552 | -0.59% | |
| Diversify Advisory Services, Llc | 0.00% | 11,928 | $262,783 | $261,223 | -$1,560 | -0.59% | |
| Diversify Wealth Management, Llc | 0.00% | 11,928 | $262,783 | $261,223 | -$1,560 | -0.59% | |
| Centurion Wealth Management Llc | 0.06% | 11,596 | $255,456 | $253,952 | -$1,504 | -0.59% | |
| West Michigan Advisors, Llc | 0.05% | 11,273 | $248,344 | $246,879 | -$1,465 | -0.59% | |
| Bank Of New York Mellon Corp | 0.00% | 10,931 | $240,814 | $239,389 | -$1,425 | -0.59% | |
| Corient Private Wealth Llc | 0.00% | 10,066 | $221,754 | $220,445 | -$1,309 | -0.59% | |
| Segall Bryant & Hamill, Llc | 0.00% | 10,066 | $221,754 | $220,445 | -$1,309 | -0.59% | |
| Allworth Financial Lp | 0.00% | 8,582 | $189,062 | $187,946 | -$1,116 | -0.59% |
Frequently asked questions about PFFV
Who owns the most PFFV stock?
The largest holders of PFFV are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for GLOBAL X VARIABLE RATE PREF (PFFV).
Is PFFV widely held by superinvestors?
Many widely followed stocks like PFFV appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PFFV is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.