PFFV Institutional Ownership & Shareholders
GLOBAL X VARIABLE RATE PREF (PFFV) is currently held by 70 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $174.90M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $53.24M, representing an estimated loss of -3.77% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 76% of the total disclosed PFFV value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Columbus Macro, Llc, Janney Montgomery Scott 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
70
Total Reported Value
$174.90M
Largest Holder
Morgan Stanley
Largest Position
$55.33M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
87
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 | $53,243,609 | -$2,084,556 | -3.77% | |
| Columbus Macro, Llc | 2.04% | 961,575 | $20,952,720 | $20,385,390 | -$567,330 | -2.71% | |
| Janney Montgomery Scott Llc | 0.03% | 712,399 | $15,694,000 | $15,102,859 | -$591,141 | -3.77% | |
| Foguth Wealth Management, Llc. | 1.46% | 670,995 | $14,399,559 | $14,225,094 | -$174,465 | -1.21% | |
| Lpl Financial Llc | 0.00% | 309,674 | $6,822,126 | $6,565,089 | -$257,037 | -3.77% | |
| Investment Partners Asset Management, Inc. | 3.19% | 269,756 | $5,877,992 | $5,718,827 | -$159,165 | -2.71% | |
| Leslie Global Wealth, Llc | 1.41% | 175,599 | $3,826,302 | $3,722,699 | -$103,603 | -2.71% | |
| Bedel Financial Consulting, Inc. | 0.36% | 169,993 | $3,744,946 | $3,603,852 | -$141,094 | -3.77% | |
| Bank Of America Corp | 0.00% | 163,797 | $3,608,445 | $3,472,496 | -$135,949 | -3.77% | |
| Gotham Asset Management, Llc | 0.01% | 159,156 | $3,506,207 | $3,374,107 | -$132,100 | -3.77% | |
| Ironsides Asset Advisors, Llc | 0.81% | 153,149 | $3,337,109 | $3,246,759 | -$90,350 | -2.71% | |
| Lfg Wealth Partners, Llc | 1.29% | 142,092 | $3,096,194 | $3,012,350 | -$83,844 | -2.71% | |
| Rockefeller Capital Management L.P. | 0.00% | 131,340 | $2,893,435 | $2,784,408 | -$109,027 | -3.77% | |
| Benjamin Edwards Inc | 0.03% | 130,010 | $2,863,923 | $2,756,212 | -$107,711 | -3.76% | |
| Integral Investment Advisors, Inc. | 0.56% | 116,315 | $2,562,413 | $2,465,878 | -$96,535 | -3.77% | |
| Osaic Holdings, Inc. | 0.00% | 104,859 | $2,310,060 | $2,223,011 | -$87,049 | -3.77% | |
| Envestnet Asset Management Inc | 0.00% | 99,521 | $2,192,455 | $2,109,845 | -$82,610 | -3.77% | |
| Creative Planning | 0.00% | 100,127 | $2,181,767 | $2,122,692 | -$59,075 | -2.71% | |
| Trajan Wealth Llc | 0.08% | 97,802 | $2,154,578 | $2,073,402 | -$81,176 | -3.77% | |
| Raymond James Financial Inc | 0.00% | 75,180 | $1,656,225 | $1,593,816 | -$62,409 | -3.77% | |
| Comprehensive Money Management Services Llc | 0.86% | 62,153 | $1,369,231 | $1,317,644 | -$51,587 | -3.77% | |
| Texas Yale Capital Corp. | 0.03% | 60,818 | $1,339,809 | $1,289,342 | -$50,467 | -3.77% | |
| Aps Management Group, Inc. | 0.96% | 61,208 | $1,333,723 | $1,297,610 | -$36,113 | -2.71% | |
| Sbi Securities Co., Ltd. | 0.03% | 51,293 | $1,117,674 | $1,087,412 | -$30,262 | -2.71% | |
| Cetera Investment Advisers | 0.00% | 37,583 | $827,960 | $796,760 | -$31,200 | -3.77% | |
| Truist Financial Corp | 0.00% | 33,850 | $737,589 | $717,620 | -$19,969 | -2.71% | |
| First Manhattan Co. Llc. | 0.00% | 28,086 | $618,735 | $595,423 | -$23,312 | -3.77% | |
| Stratos Wealth Partners, Ltd. | 0.01% | 26,570 | $585,349 | $563,284 | -$22,065 | -3.77% | |
| Newedge Advisors, Llc | 0.00% | 26,413 | $581,885 | $559,956 | -$21,929 | -3.77% | |
| Fifth Third Bancorp | 0.00% | 22,530 | $496,337 | $477,636 | -$18,701 | -3.77% | |
| Dearborn Partners Llc | 0.03% | 21,864 | $481,664 | $463,517 | -$18,147 | -3.77% | |
| Susquehanna International Group, Llp | 0.00% | 18,728 | $412,578 | $397,034 | -$15,544 | -3.77% | |
| Harbour Investments, Inc. | 0.01% | 17,971 | $395,901 | $380,985 | -$14,916 | -3.77% | |
| Us Bancorp \De\ | 0.00% | 17,065 | $375,942 | $361,778 | -$14,164 | -3.77% | |
| Mather Group, Llc. | 0.00% | 17,047 | $371,454 | $361,396 | -$10,058 | -2.71% | |
| Private Advisor Group, Llc | 0.00% | 15,392 | $339,084 | $326,310 | -$12,774 | -3.77% | |
| Joseph P. Lucia & Associates, Llc | 0.10% | 15,283 | $333,017 | $324,000 | -$9,017 | -2.71% | |
| Sei Investments Co | 0.00% | 13,869 | $305,530 | $294,023 | -$11,507 | -3.77% | |
| Acorn Wealth Advisors, Llc | 0.07% | 13,783 | $300,332 | $292,200 | -$8,132 | -2.71% | |
| Creativeone Wealth, Llc | 0.01% | 13,411 | $295,446 | $284,313 | -$11,133 | -3.77% | |
| International Assets Investment Management, Llc | 0.02% | 12,765 | $277,001 | $270,618 | -$6,383 | -2.30% | |
| Choreo, Llc | 0.00% | 11,938 | $260,129 | $253,086 | -$7,043 | -2.71% | |
| Diversify Advisory Services, Llc | 0.00% | 11,950 | $256,557 | $253,340 | -$3,217 | -1.25% | |
| Diversify Wealth Management, Llc | 0.00% | 11,950 | $256,557 | $253,340 | -$3,217 | -1.25% | |
| West Michigan Advisors, Llc | 0.05% | 11,273 | $248,344 | $238,988 | -$9,356 | -3.77% | |
| Bank Of New York Mellon Corp | 0.00% | 10,931 | $240,814 | $231,737 | -$9,077 | -3.77% | |
| Princeton Global Asset Management Llc | 0.03% | 10,855 | $236,532 | $230,126 | -$6,406 | -2.71% | |
| Corient Private Wealth Llc | 0.00% | 10,066 | $221,754 | $213,399 | -$8,355 | -3.77% | |
| Segall Bryant & Hamill, Llc | 0.00% | 10,066 | $221,754 | $213,399 | -$8,355 | -3.77% | |
| Allworth Financial Lp | 0.00% | 8,582 | $189,062 | $181,938 | -$7,124 | -3.77% |
Frequently asked questions about PFFV
Who are the largest institutional holders of PFFV?
The largest institutional holders of PFFV reported in the latest SEC Form 13F filings include Morgan Stanley, Columbus Macro, Llc, Janney Montgomery Scott Llc, Foguth Wealth Management, Llc., and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported PFFV position.
What is PFFV institutional ownership?
This page tracks PFFV positions reported by institutional investment managers through SEC Form 13F. GLOBAL X VARIABLE RATE PREF (PFFV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PFFV?
InsiderSet currently tracks 70 institutional managers reporting PFFV holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of PFFV shareholders.
How much PFFV stock do institutions own?
Institutional investment managers disclosed approximately $174.90M in PFFV holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PFFV institutional ownership last updated?
The latest PFFV institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional PFFV holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its PFFV position after the reporting date.
Are institutions buying or selling PFFV?
Institutional buying and selling can be analyzed by comparing PFFV positions across consecutive 13F reporting periods. InsiderSet's PFFV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PFFV ownership changes.
How has PFFV institutional ownership changed over time?
InsiderSet tracks PFFV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.