Who owns PFFV?
Global X Variable Rate Preferred ETF · Global X
71 institutions reported holding PFFV, worth $159.3M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of PFFV
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Morgan Stanley | New York, NY | $55.3M | 2,511,491 | +219,231 shares |
| Janney Montgomery Scott LLC | Philadelphia, PA | $15.7M | 712,399 | +31,365 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $10.9M | 495,930 | +261,403 shares |
| LPL Financial LLC | Fort Mill, SC | $6.8M | 309,674 | +47,950 shares |
| Investment Partners Asset Management, Inc. | Metuchen, NJ | $5.7M | 258,318 | +4,633 shares |
| Foguth Wealth Management, LLC. | Brighton, MI | $4.6M | 209,273 | New position |
| Ironsides Asset Advisors, LLC | Rocky Mount, NC | $4.4M | 201,430 | −56,166 shares |
| Bedel Financial Consulting, Inc. | Indianapolis, IN | $3.7M | 169,993 | +3,466 shares |
| Bank of America Corp. | Charlotte, NC | $3.6M | 163,797 | +27,969 shares |
| Leslie Global Wealth, LLC | Itasca, IL | $3.6M | 163,261 | +3,562 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns PFFV?
71 institutional managers reported holding PFFV in Form 13F filings for June 30, 2026, worth $159.3M in total. The largest reported position was held by Morgan Stanley, at $55.3M.
Did institutions buy or sell PFFV last quarter?
Reported 13F value rose 13.6% from March 31, 2026, which includes price moves as well as buying and selling. 13 firms reported a new position and 3 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is PFFV ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.