PFFV Institutional Ownership
Global X - Variable Rate Preferred ETF
1W: -0.1%
1M: -1.1%
3M: -2.0%
YTD: -1.7%
1Y: -5.1%
3Y: +12.1%
5Y: +3.0%
$21.66
-0.04 (-0.18%)
Weekly Expected Move ±0.5%
$21
$22
$22
$22
$22
Overview
Chart
Holdings
Changes
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Analysis
Peers
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Short Interest
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Institutional Ownership — PFFV
76
Institutional Holders
-4 vs prior quarter
0.0%
Ownership
+0.00pp
138M
Total Invested
10
New Positions
34
Increased
19
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (87 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 2,511,491 | $54M | +219,231 | +9.6% | 18Q | SEC ↗ |
| 2 | Janney Montgomery Scott LLC | 712,399 | $15M | +31,365 | +4.6% | 12Q | SEC ↗ |
| 3 | LPL Financial LLC | 309,674 | $7M | +47,950 | +18.3% | 18Q | SEC ↗ |
| 4 | Investment Partners Asset Management, | 258,318 | $6M | +4,633 | +1.8% | 11Q | SEC ↗ |
| 5 | Cambridge Investment Research Advisors | 247,965 | $5M | +13,438 | +5.7% | 9Q | SEC ↗ |
| 6 | Foguth Wealth Management, LLC. | 209,273 | $5M | +2,653 | +1.3% | 2Q | SEC ↗ |
| 7 | Ironsides Asset Advisors, LLC | 201,430 | $4M | -56,166 | -21.8% | 19Q | SEC ↗ |
| 8 | Bedel Financial Consulting, Inc. | 169,993 | $4M | +3,466 | +2.1% | 16Q | SEC ↗ |
| 9 | BANK OF AMERICA CORP /DE | 163,797 | $4M | +27,969 | +20.6% | 12Q | SEC ↗ |
| 10 | Leslie Global Wealth, LLC | 163,261 | $4M | +3,562 | +2.2% | 9Q | SEC ↗ |
| 11 | Gotham Asset Management, LLC | 159,156 | $3M | +13,569 | +9.3% | 6Q | SEC ↗ |
| 12 | Creative Planning | 136,501 | $3M | -7,733 | -5.4% | 12Q | SEC ↗ |
| 13 | Rockefeller Capital Management L.P. | 131,340 | $3M | +1,018 | +0.8% | 13Q | SEC ↗ |
| 14 | BENJAMIN EDWARDS INC | 130,010 | $3M | -5,953 | -4.4% | 3Q | SEC ↗ |
| 15 | LFG Wealth Partners, LLC | 128,172 | $3M | +26,711 | +26.3% | 3Q | SEC ↗ |
| 16 | INTEGRAL INVESTMENT ADVISORS, INC. | 116,315 | $3M | +7,783 | +7.2% | 10Q | SEC ↗ |
| 17 | OSAIC HOLDINGS, INC. | 104,859 | $2M | -90,324 | -46.3% | 24Q | SEC ↗ |
| 18 | ENVESTNET ASSET MANAGEMENT INC | 99,521 | $2M | +3,095 | +3.2% | 17Q | SEC ↗ |
| 19 | Trajan Wealth LLC | 97,802 | $2M | +1,461 | +1.5% | 6Q | SEC ↗ |
| 20 | APS Management Group, Inc. | 85,912 | $2M | +3,122 | +3.8% | 4Q | SEC ↗ |
| 21 | RAYMOND JAMES FINANCIAL INC | 75,180 | $2M | +1,137 | +1.5% | 6Q | SEC ↗ |
| 22 | Comprehensive Money Management Service | 62,153 | $1M | -6,900 | -10.0% | 7Q | SEC ↗ |
| 23 | Texas Yale Capital Corp. | 60,818 | $1M | +9,771 | +19.1% | 22Q | SEC ↗ |
| 24 | SBI Securities Co., Ltd. | 48,964 | $1M | +7,654 | +18.5% | 7Q | SEC ↗ |
| 25 | Anchor Bay Capital, Inc. NEW | 42,071 | $911K | — | +0.0% | 1Q | SEC ↗ |
| 26 | Cetera Investment Advisers | 37,583 | $814K | -491 | -1.3% | 16Q | SEC ↗ |
| 27 | Princeton Global Asset Management LLC | 34,884 | $756K | -67,296 | -65.9% | 20Q | SEC ↗ |
| 28 | FIRST MANHATTAN CO. LLC. | 28,086 | $608K | — | +0.0% | 4Q | SEC ↗ |
| 29 | Stratos Wealth Partners, LTD. | 26,570 | $576K | +26 | +0.1% | 10Q | SEC ↗ |
| 30 | NewEdge Advisors, LLC | 26,413 | $572K | +2,651 | +11.2% | 15Q | SEC ↗ |
| 31 | FIFTH THIRD BANCORP | 22,530 | $488K | +12,726 | +129.8% | 2Q | SEC ↗ |
| 32 | TRUIST FINANCIAL CORP | 22,335 | $484K | -2,362 | -9.6% | 20Q | SEC ↗ |
| 33 | Seed Wealth Management, Inc. | 22,100 | $479K | -7,600 | -25.6% | 15Q | SEC ↗ |
| 34 | DEARBORN PARTNERS LLC | 21,864 | $474K | -162 | -0.7% | 3Q | SEC ↗ |
| 35 | SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW | 18,728 | $406K | — | +0.0% | 1Q | SEC ↗ |
| 36 | HARBOUR INVESTMENTS, INC. | 17,971 | $389K | — | +0.0% | 15Q | SEC ↗ |
| 37 | US BANCORP \DE | 17,065 | $370K | — | +0.0% | 18Q | SEC ↗ |
| 38 | MATHER GROUP, LLC. | 16,247 | $352K | -6,670 | -29.1% | 2Q | SEC ↗ |
| 39 | Private Advisor Group, LLC | 15,392 | $333K | +4,019 | +35.3% | 2Q | SEC ↗ |
| 40 | Joseph P. Lucia & Associates, LLC | 15,283 | $331K | +425 | +2.9% | 17Q | SEC ↗ |
| 41 | Acorn Wealth Advisors, LLC | 14,354 | $311K | — | +0.0% | 14Q | SEC ↗ |
| 42 | SEI INVESTMENTS CO | 13,869 | $300K | +3,548 | +34.4% | 2Q | SEC ↗ |
| 43 | CreativeOne Wealth, LLC NEW | 13,411 | $290K | — | +0.0% | 1Q | SEC ↗ |
| 44 | INTERNATIONAL ASSETS INVESTMENT MANAGE | 12,765 | $276K | — | +0.0% | 7Q | SEC ↗ |
| 45 | CHOREO, LLC | 11,938 | $259K | +1,500 | +14.4% | 6Q | SEC ↗ |
| 46 | DIVERSIFY WEALTH MANAGEMENT, LLC | 11,928 | $258K | +20 | +0.2% | 5Q | SEC ↗ |
| 47 | Diversify Advisory Services, LLC NEW | 11,928 | $258K | — | +0.0% | 1Q | SEC ↗ |
| 48 | Centurion Wealth Management LLC | 11,596 | $251K | -981 | -7.8% | 4Q | SEC ↗ |
| 49 | WEST MICHIGAN ADVISORS, LLC | 11,273 | $244K | -2,203 | -16.3% | 8Q | SEC ↗ |
| 50 | Bank of New York Mellon Corp | 10,931 | $237K | +452 | +4.3% | 3Q | SEC ↗ |
Recent Activity
New Positions (10)
| Holder | Shares | Value |
|---|---|---|
| Anchor Bay Capital, Inc. | 42,071 | $911K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 18,728 | $406K |
| CreativeOne Wealth, LLC | 13,411 | $290K |
| Diversify Advisory Services, LLC | 11,928 | $258K |
| Corient Private Wealth LP | 10,066 | $218K |
| WealthCollab, LLC | 5,000 | $108K |
| MERCER GLOBAL ADVISORS INC /ADV | 2,920 | $63K |
| JPMORGAN CHASE & CO | 501 | $11K |
| Oakmont Advisory Group, LLC | 201 | $4K |
| FMR LLC | 42 | $1K |
Sold Out (14)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| CITADEL ADVISORS LLC | 37,613 | $815K |
| JANE STREET GROUP, LLC | 29,938 | $648K |
| HRT FINANCIAL LP | 22,759 | $493K |
| Prospera Financial Services Inc | 10,400 | $225K |
| HOWARD WEALTH MANAGEMENT, LLC | 10,180 | $220K |
| Ausdal Financial Partners, Inc. | 9,623 | $208K |
| FLAGSHIP HARBOR ADVISORS, LLC | 3,900 | $84K |
| Kestra Advisory Services, LLC | 3,622 | $78K |
| Glassman Wealth Services | 2,192 | $47K |
| IFP Advisors, Inc | 1,305 | $28K |
| WHITTIER TRUST CO OF NEVADA INC | 533 | $12K |
| AlphaCore Capital LLC | 450 | $10K |
| Dunhill Financial, LLC | 346 | $7K |
| SageView Advisory Group, LLC | 70 | $2K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | +219,231 | +9.6% | 2,511,491 |
| LPL Financial LLC | +47,950 | +18.3% | 309,674 |
| Janney Montgomery Scott LLC | +31,365 | +4.6% | 712,399 |
| BANK OF AMERICA CORP /DE | +27,969 | +20.6% | 163,797 |
| LFG Wealth Partners, LLC | +26,711 | +26.3% | 128,172 |
| Gotham Asset Management, LLC | +13,569 | +9.3% | 159,156 |
| Cambridge Investment Research Advis | +13,438 | +5.7% | 247,965 |
| FIFTH THIRD BANCORP | +12,726 | +129.8% | 22,530 |
| Texas Yale Capital Corp. | +9,771 | +19.1% | 60,818 |
| INTEGRAL INVESTMENT ADVISORS, INC. | +7,783 | +7.2% | 116,315 |
| SBI Securities Co., Ltd. | +7,654 | +18.5% | 48,964 |
| Investment Partners Asset Managemen | +4,633 | +1.8% | 258,318 |
| Private Advisor Group, LLC | +4,019 | +35.3% | 15,392 |
| Leslie Global Wealth, LLC | +3,562 | +2.2% | 163,261 |
| SEI INVESTMENTS CO | +3,548 | +34.4% | 13,869 |
| Bedel Financial Consulting, Inc. | +3,466 | +2.1% | 169,993 |
| APS Management Group, Inc. | +3,122 | +3.8% | 85,912 |
| ENVESTNET ASSET MANAGEMENT INC | +3,095 | +3.2% | 99,521 |
| Foguth Wealth Management, LLC. | +2,653 | +1.3% | 209,273 |
| NewEdge Advisors, LLC | +2,651 | +11.2% | 26,413 |
Biggest Decreases (15)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| OSAIC HOLDINGS, INC. | -90,324 | -46.3% | 104,859 |
| Princeton Global Asset Management L | -67,296 | -65.9% | 34,884 |
| Ironsides Asset Advisors, LLC | -56,166 | -21.8% | 201,430 |
| UBS Group AG | -53,154 | -100.0% | 1 |
| Creative Planning | -7,733 | -5.4% | 136,501 |
| Seed Wealth Management, Inc. | -7,600 | -25.6% | 22,100 |
| Comprehensive Money Management Serv | -6,900 | -10.0% | 62,153 |
| MATHER GROUP, LLC. | -6,670 | -29.1% | 16,247 |
| BENJAMIN EDWARDS INC | -5,953 | -4.4% | 130,010 |
| Strategic Wealth Partners, Ltd. | -4,300 | -37.0% | 7,330 |
| TRUIST FINANCIAL CORP | -2,362 | -9.6% | 22,335 |
| WEST MICHIGAN ADVISORS, LLC | -2,203 | -16.3% | 11,273 |
| Centurion Wealth Management LLC | -981 | -7.8% | 11,596 |
| Cetera Investment Advisers | -491 | -1.3% | 37,583 |
| DEARBORN PARTNERS LLC | -162 | -0.7% | 21,864 |