Who Owns GLBL X VAR RATE PFD ETF (PFFV)? -- Institutional Holders (2026-06-30)

75 institutions reported holding $153.8M of GLBL X VAR RATE PFD ETF (PFFV) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($55.3M), Janney Montgomery Scott LLC ($15.7M), LPL Financial LLC ($6.8M), Investment Partners Asset Management, Inc. ($5.7M), Cambridge Investment Research Advisors, Inc. ($5.5M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$55.3M2.5MAdded
2Janney Montgomery Scott LLC$15.7M712,399Added
3LPL Financial LLC$6.8M309,674Added
4Investment Partners Asset Management, Inc.$5.7M258,318Added
5Cambridge Investment Research Advisors, Inc.$5.5M247,965Added
6Foguth Wealth Management, LLC.$4.6M209,273Added
7Ironsides Asset Advisors, LLC$4.4M201,430Trimmed
8Bedel Financial Consulting, Inc.$3.7M169,993Added
9BANK OF AMERICA CORP /DE/$3.6M163,797Added
10Leslie Global Wealth, LLC$3.6M163,261Added
11Gotham Asset Management, LLC$3.5M159,156Added
12Creative Planning$3.0M136,501Trimmed
13Rockefeller Capital Management L.P.$2.9M131,340Added
14BENJAMIN EDWARDS INC$2.9M130,010Trimmed
15LFG Wealth Partners, LLC$2.8M128,172Added
16INTEGRAL INVESTMENT ADVISORS, INC.$2.6M116,315Added
17OSAIC HOLDINGS, INC.$2.3M104,859Trimmed
18ENVESTNET ASSET MANAGEMENT INC$2.2M99,521Added
19Trajan Wealth LLC$2.2M97,802Added
20APS Management Group, Inc.$1.9M85,912Added
21RAYMOND JAMES FINANCIAL INC$1.7M75,180Added
22Comprehensive Money Management Services LLC$1.4M62,153Trimmed
23Texas Yale Capital Corp.$1.3M60,818Added
24SBI Securities Co., Ltd.$1.1M48,964Added
25DEARBORN PARTNERS LLC$962,45443,890Added

Source: SEC Form 13F filings · as of 2026-06-30