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Global X Variable Rate Pref (PFFV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Columbus Macro, LLC
NEW
Shares961,575
Change+961,575
Value$21.0M
Filed 2026-10-14
Foguth Wealth Management, Llc.
INCREASED
Shares670,995 from 209,273
Change+461,722 (+221%)
Value$14.4M (+$9.8M)
Filed 2026-10-19
LPL Financial LLC
DECREASED
Shares277,817 from 309,674
Change-31,857 (-10%)
Value$6.1M (-$768.5K)
Filed 2026-11-06
Investment Partners Asset Management, Inc.
INCREASED
Shares269,756 from 258,318
Change+11,438 (+4%)
Value$5.9M (+$187.3K)
Filed 2026-10-09
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares255,436 from 247,965
Change+7,471 (+3%)
Value$5.6M (+$103.0K)
Filed 2026-11-02
Leslie Global Wealth, LLC
INCREASED
Shares175,599 from 163,261
Change+12,338 (+8%)
Value$3.8M (+$229.7K)
Filed 2026-10-26
Ironsides Asset Advisors, LLC
DECREASED
Shares153,149 from 201,430
Change-48,281 (-24%)
Value$3.3M (-$1.1M)
Filed 2026-10-20
Bedel Financial Consulting, Inc.
DECREASED
Shares150,593 from 169,993
Change-19,400 (-11%)
Value$3.3M (-$463.5K)
Filed 2026-11-06
LFG Wealth Partners, LLC
INCREASED
Shares142,092 from 128,172
Change+13,920 (+11%)
Value$3.1M (+$272.6K)
Filed 2026-10-28
Integral Investment Advisors, Inc.
INCREASED
Shares123,728 from 116,315
Change+7,413 (+6%)
Value$2.7M (+$133.6K)
Filed 2026-11-03
Creative Planning
DECREASED
Shares100,127 from 136,501
Change-36,374 (-27%)
Value$2.2M (-$825.4K)
Filed 2026-11-02
APS Management Group, Inc.
DECREASED
Shares61,208 from 85,912
Change-24,704 (-29%)
Value$1.3M (-$558.9K)
Filed 2026-10-14
SBI Securities Co., Ltd.
INCREASED
Shares51,293 from 48,964
Change+2,329 (+5%)
Value$1.1M (+$39.0K)
Filed 2026-10-22
Truist Financial Corp
INCREASED
Shares33,850 from 22,335
Change+11,515 (+52%)
Value$737.6K (+$245.5K)
Filed 2026-10-30
US Bancorp \de\
UNCHANGED
Shares17,065 from 17,065
Change0 (0%)
Value$371.8K (-$4.1K)
Filed 2026-11-05
Mather Group, Llc.
INCREASED
Shares17,047 from 16,247
Change+800 (+5%)
Value$371.5K (+$13.5K)
Filed 2026-10-14
Joseph P. Lucia & Associates, LLC
UNCHANGED
Shares15,283 from 15,283
Change0 (0%)
Value$333.0K (-$3.7K)
Filed 2026-10-30
Acorn Wealth Advisors, LLC
DECREASED
Shares13,783 from 14,354
Change-571 (-4%)
Value$300.3K (-$15.9K)
Filed 2026-10-19
International Assets Investment Management, LLC
UNCHANGED
Shares12,765 from 12,765
Change0 (0%)
Value$277.0K (-$3.7K)
Filed 2026-11-02
Fifth Third Bancorp
DECREASED
Shares12,042 from 22,530
Change-10,488 (-47%)
Value$262.4K (-$233.9K)
Filed 2026-11-05
Diversify Advisory Services, LLC
INCREASED
Shares11,950 from 11,928
Change+22 (+0%)
Value$256.6K (-$6.2K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares11,950 from 11,928
Change+22 (+0%)
Value$256.6K (-$6.2K)
Filed 2026-10-20
Choreo, LLC
UNCHANGED
Shares11,938 from 11,938
Change0 (0%)
Value$260.1K (-$2.9K)
Filed 2026-10-28
Princeton Global Asset Management LLC
DECREASED
Shares10,855 from 34,884
Change-24,029 (-69%)
Value$236.5K (-$532.0K)
Filed 2026-10-21
Bank of New York Mellon Corp
DECREASED
Shares10,813 from 10,931
Change-118 (-1%)
Value$235.6K (-$5.2K)
Filed 2026-11-05
Allworth Financial LP
UNCHANGED
Shares8,582 from 8,582
Change0 (0%)
Value$189.1K ($0)
Filed 2026-11-06
Essential Investment Partners LLC
NEW
Shares2,245
Change+2,245
Value$48.9K
Filed 2026-10-27
Private Trust Co NA
DECREASED
Shares1,621 from 5,621
Change-4,000 (-71%)
Value$35.3K (-$88.5K)
Filed 2026-10-20
Triumph Capital Management
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$21.8K (-$240)
Filed 2026-10-14
Farther Finance Advisors, LLC
DECREASED
Shares981 from 1,433
Change-452 (-32%)
Value$21.4K (-$10.2K)
Filed 2026-10-08
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares736 from 736
Change0 (0%)
Value$16.0K (-$177)
Filed 2026-11-03
Financial Network Wealth Advisors LLC
NEW
Shares500
Change+500
Value$10.9K
Filed 2026-10-28
Lanark Financial, Inc.
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$10.9K (-$120)
Filed 2026-10-26
Spire Wealth Management
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$6.5K (-$72)
Filed 2026-10-30
Creative Financial Designs Inc
DECREASED
Shares200 from 402
Change-202 (-50%)
Value$4.4K (-$4.5K)
Filed 2026-11-04
Seed Wealth Management, Inc.
CLOSED
Shares0 from 22,100
Change-22,100 (-100%)
Value$0 (-$486.9K)
Filed 2026-10-20
Centurion Wealth Management LLC
CLOSED
Shares0 from 11,596
Change-11,596 (-100%)
Value$0 (-$255.5K)
Filed 2026-10-13
Morgan Stanley
N/A
Shares— from 2,511,491
Change-2,511,491 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 712,399
Change-712,399 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 163,797
Change-163,797 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 159,156
Change-159,156 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 131,340
Change-131,340 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 130,010
Change-130,010 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 104,859
Change-104,859 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 99,521
Change-99,521 (-100%)
Value—
Trajan Wealth LLC
N/A
Shares— from 97,802
Change-97,802 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 75,180
Change-75,180 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 62,153
Change-62,153 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 60,818
Change-60,818 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 42,071
Change-42,071 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 37,583
Change-37,583 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 28,086
Change-28,086 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 26,570
Change-26,570 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 26,413
Change-26,413 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 21,864
Change-21,864 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 18,728
Change-18,728 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 17,971
Change-17,971 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 15,392
Change-15,392 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 13,869
Change-13,869 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 13,411
Change-13,411 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 11,273
Change-11,273 (-100%)
Value—
Segall Bryant & Hamill, LLC
N/A
Shares— from 10,066
Change-10,066 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 7,330
Change-7,330 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 7,295
Change-7,295 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 5,325
Change-5,325 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 501
Change-501 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 484
Change-484 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 469
Change-469 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 201
Change-201 (-100%)
Value—
FMR LLC
N/A
Shares— from 42
Change-42 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Columbus Macro, LLC
NEW961,575—+961,575——$21.0M—2026-10-14
Foguth Wealth Management, Llc.
INCREASED670,995209,273+461,722+221%$4.6M$14.4M+$9.8M2026-10-19
LPL Financial LLC
DECREASED277,817309,674-31,857-10%$6.8M$6.1M-$768.5K2026-11-06
Investment Partners Asset Management, Inc.
INCREASED269,756258,318+11,438+4%$5.7M$5.9M+$187.3K2026-10-09
Cambridge Investment Research Advisors, Inc.
INCREASED255,436247,965+7,471+3%$5.5M$5.6M+$103.0K2026-11-02
Leslie Global Wealth, LLC
INCREASED175,599163,261+12,338+8%$3.6M$3.8M+$229.7K2026-10-26
Ironsides Asset Advisors, LLC
DECREASED153,149201,430-48,281-24%$4.4M$3.3M-$1.1M2026-10-20
Bedel Financial Consulting, Inc.
DECREASED150,593169,993-19,400-11%$3.7M$3.3M-$463.5K2026-11-06
LFG Wealth Partners, LLC
INCREASED142,092128,172+13,920+11%$2.8M$3.1M+$272.6K2026-10-28
Integral Investment Advisors, Inc.
INCREASED123,728116,315+7,413+6%$2.6M$2.7M+$133.6K2026-11-03
Creative Planning
DECREASED100,127136,501-36,374-27%$3.0M$2.2M-$825.4K2026-11-02
APS Management Group, Inc.
DECREASED61,20885,912-24,704-29%$1.9M$1.3M-$558.9K2026-10-14
SBI Securities Co., Ltd.
INCREASED51,29348,964+2,329+5%$1.1M$1.1M+$39.0K2026-10-22
Truist Financial Corp
INCREASED33,85022,335+11,515+52%$492.0K$737.6K+$245.5K2026-10-30
US Bancorp \de\
UNCHANGED17,06517,06500%$375.9K$371.8K-$4.1K2026-11-05
Mather Group, Llc.
INCREASED17,04716,247+800+5%$357.9K$371.5K+$13.5K2026-10-14
Joseph P. Lucia & Associates, LLC
UNCHANGED15,28315,28300%$336.7K$333.0K-$3.7K2026-10-30
Acorn Wealth Advisors, LLC
DECREASED13,78314,354-571-4%$316.2K$300.3K-$15.9K2026-10-19
International Assets Investment Management, LLC
UNCHANGED12,76512,76500%$280.7K$277.0K-$3.7K2026-11-02
Fifth Third Bancorp
DECREASED12,04222,530-10,488-47%$496.3K$262.4K-$233.9K2026-11-05
Diversify Advisory Services, LLC
INCREASED11,95011,928+22+0%$262.8K$256.6K-$6.2K2026-10-20
Diversify Wealth Management, LLC
INCREASED11,95011,928+22+0%$262.8K$256.6K-$6.2K2026-10-20
Choreo, LLC
UNCHANGED11,93811,93800%$263.0K$260.1K-$2.9K2026-10-28
Princeton Global Asset Management LLC
DECREASED10,85534,884-24,029-69%$768.5K$236.5K-$532.0K2026-10-21
Bank of New York Mellon Corp
DECREASED10,81310,931-118-1%$240.8K$235.6K-$5.2K2026-11-05
Allworth Financial LP
UNCHANGED8,5828,58200%$189.1K$189.1K$02026-11-06
Essential Investment Partners LLC
NEW2,245—+2,245——$48.9K—2026-10-27
Private Trust Co NA
DECREASED1,6215,621-4,000-71%$123.8K$35.3K-$88.5K2026-10-20
Triumph Capital Management
UNCHANGED1,0001,00000%$22.0K$21.8K-$2402026-10-14
Farther Finance Advisors, LLC
DECREASED9811,433-452-32%$31.6K$21.4K-$10.2K2026-10-08
Ashton Thomas Private Wealth, LLC
UNCHANGED73673600%$16.2K$16.0K-$1772026-11-03
Financial Network Wealth Advisors LLC
NEW500—+500——$10.9K—2026-10-28
Lanark Financial, Inc.
UNCHANGED50050000%$11.0K$10.9K-$1202026-10-26
Spire Wealth Management
UNCHANGED30030000%$6.6K$6.5K-$722026-10-30
Creative Financial Designs Inc
DECREASED200402-202-50%$8.9K$4.4K-$4.5K2026-11-04
Seed Wealth Management, Inc.
CLOSED022,100-22,100-100%$486.9K$0-$486.9K2026-10-20
Centurion Wealth Management LLC
CLOSED011,596-11,596-100%$255.5K$0-$255.5K2026-10-13
Morgan Stanley
N/A—2,511,491-2,511,491-100%$55.3M———
Janney Montgomery Scott LLC
N/A—712,399-712,399-100%$15.7M———
Bank of America Corp
N/A—163,797-163,797-100%$3.6M———
Gotham Asset Management, LLC
N/A—159,156-159,156-100%$3.5M———
Rockefeller Capital Management L.P.
N/A—131,340-131,340-100%$2.9M———
Benjamin Edwards Inc
N/A—130,010-130,010-100%$2.9M———
Osaic Holdings, Inc.
N/A—104,859-104,859-100%$2.3M———
Envestnet Asset Management Inc
N/A—99,521-99,521-100%$2.2M———
Trajan Wealth LLC
N/A—97,802-97,802-100%$2.2M———
Raymond James Financial Inc
N/A—75,180-75,180-100%$1.7M———
Comprehensive Money Management Services LLC
N/A—62,153-62,153-100%$1.4M———
Texas Yale Capital Corp.
N/A—60,818-60,818-100%$1.3M———
Anchor Bay Capital, Inc.
N/A—42,071-42,071-100%$925.1K———
Cetera Investment Advisers
N/A—37,583-37,583-100%$828.0K———
First Manhattan Co. Llc.
N/A—28,086-28,086-100%$618.7K———
Stratos Wealth Partners, Ltd.
N/A—26,570-26,570-100%$585.3K———
NewEdge Advisors, LLC
N/A—26,413-26,413-100%$581.9K———
Dearborn Partners LLC
N/A—21,864-21,864-100%$481.7K———
Susquehanna International Group, LLP
N/A—18,728-18,728-100%$412.6K———
Harbour Investments, Inc.
N/A—17,971-17,971-100%$395.9K———
Private Advisor Group, LLC
N/A—15,392-15,392-100%$339.1K———
SEI Investments Co
N/A—13,869-13,869-100%$305.5K———
CreativeOne Wealth, LLC
N/A—13,411-13,411-100%$295.4K———
West Michigan Advisors, LLC
N/A—11,273-11,273-100%$248.3K———
Segall Bryant & Hamill, LLC
N/A—10,066-10,066-100%$221.8K———
Strategic Wealth Partners, Ltd.
N/A—7,330-7,330-100%$161.5K———
Royal Bank of Canada
N/A—7,295-7,295-100%$161.0K———
Colonial Trust Co / SC
N/A—5,325-5,325-100%$117.7K———
WealthCollab, LLC
N/A—5,000-5,000-100%$110.2K———
SouthState Bank Corp
N/A—2,000-2,000-100%$44.1K———
JPMorgan Chase & Co
N/A—501-501-100%$11.1K———
Aptus Capital Advisors, LLC
N/A—484-484-100%$10.7K———
AE Wealth Management LLC
N/A—469-469-100%$10.3K———
Oakmont Advisory Group, LLC
N/A—201-201-100%$4.4K———
FMR LLC
N/A—42-42-100%$925———
UBS Group AG
N/A—1-1-100%$22———
Showing 73 of 73 institutions