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Disclosery

PFFV GLOBAL X FDS

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RATE PREFERRED (fund)

68 managers (68 13F filers) reported a position in PFFV shares at 2025-09-30, 6,946,019 shares in all. 7 filers opened a position and 8 filers sold out during the quarter.

Managers
68
13F filers
68
New
7
Added
26
Reduced
22
Sold out
8
Shares held by filers
6,946,019

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY1,892,062$43.7M<0.01%+61,00413F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC519,963$12M<0.01%+437,63713F-HRTimelineGroup
Cetera Investment Advisers477,609$11M0.01%+429,65613F-HRTimeline
Columbus Macro, LLC439,536$10.2M1.16%new13F-HRTimeline
Janney Montgomery Scott LLC328,052$7.58M0.02%+55,36713F-HRTimeline
Ironsides Asset Advisors, LLC287,455$6.65M1.71%+59,80213F-HRTimeline
Cambridge Investment Research Advisors,…238,030$5.5M0.02%-1,50113F-HRTimeline
LPL Financial LLC234,424$5.42M<0.01%+40,63613F-HRTimeline
Creative Planningin group Creative Planning219,492$5.07M<0.01%-97613F-HRTimelineGroup
Bedel Financial Consulting, Inc.216,931$5.02M0.64%-9,16313F-HRTimeline
Investment Partners Asset Management, I…209,121$4.83M3.19%+17,30513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.188,939$4.37M0.01%+174,98013F-HRTimelineGroup
AXS Investments LLC179,841$4.16M1.31%-32,89613F-HR/ATimeline
Leslie Global Wealth, LLC158,080$3.65M1.71%-6,28413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/104,249$2.41M<0.01%-152,86313F-HR/ATimelineGroup
INTEGRAL INVESTMENT ADVISORS, INC.102,953$2.38M0.64%+22,26713F-HRTimeline
Princeton Global Asset Management LLC95,884$2.22M0.37%+1,24613F-HRTimeline
Trajan Wealth LLC89,236$2.06M0.09%-7,58913F-HRTimeline
APS Management Group, Inc.81,343$1.88M1.67%13F-HRTimeline
Gotham Asset Management, LLC78,677$1.82M0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…78,418$1.81M<0.01%-1,88113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC65,848$1.52M<0.01%+5,29513F-HRTimelineGroup
Comprehensive Money Management Services…60,863$1.41M1%+1,40013F-HRTimeline
SBI Securities Co., Ltd.32,042$741K0.02%-1,44013F-HRTimeline
COMERICA BANK31,506$728K<0.01%-1,25813F-HRTimeline
Seed Wealth Management, Inc.29,700$687K0.47%-1,00013F-HRTimeline
Farther Finance Advisors, LLC29,200$675K0.01%-4,90013F-HRTimeline
NAPA WEALTH MANAGEMENT28,423$657K0.31%+36813F-HRTimeline
FIRST MANHATTAN CO. LLC.28,086$649K<0.01%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.26,316$608K0.01%+45913F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP25,570$591K<0.01%-1,58213F-HRTimelineGroup
WEST MICHIGAN ADVISORS, LLC24,699$571K0.14%-3,62613F-HRTimeline
BEACON FINANCIAL GROUP23,985$555K0.05%+2,36213F-HRTimeline
Prospera Financial Services Inc23,374$540K0.01%-70413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC23,083$534K0.01%-1,24113F-HRTimelineGroup
NewEdge Advisors, LLC22,162$512K<0.01%+2,61713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO17,806$412K<0.01%013F-HR/ATimelineGroup
Texas Yale Capital Corp.17,363$401K0.01%+6,52013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\17,065$395K<0.01%013F-HRTimelineGroup
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …15,957$363K0.02%+1313F-HRTimelineGroup
Strategic Wealth Partners, Ltd.14,563$337K0.03%-2,13313F-HRTimeline
Acorn Wealth Advisors, LLC14,371$332K0.1%+1,68013F-HRTimeline
Centurion Wealth Management LLC13,738$318K0.07%new13F-HRTimeline
Ausdal Financial Partners, Inc.13,551$313K0.02%-1,60513F-HRTimeline
HARBOUR INVESTMENTS, INC.13,532$313K0.01%013F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC12,847$297K0.14%-1,38013F-HRTimeline
Joseph P. Lucia & Associates, LLC12,391$286K0.11%-42813F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…11,900$272K0.02%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP11,641$269K<0.01%new13F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP10,699$247K<0.01%+17813F-HRTimelineGroup
SEGALL BRYANT & HAMILL, LLC10,608$245K<0.01%+21813F-HRTimeline
CHOREO, LLC10,438$241K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA9,651$223K0.02%-82613F-HRTimeline
Firestone Capital Management8,885$205K0.04%+2613F-HRTimeline
CWM, LLCin group CWM, LLC4,904$113K<0.01%013F-HRTimelineGroup
North Capital, Inc.1,905$44K0.03%+1313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,500$34.7K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc1,305$30.2K<0.01%+2213F-HR/ATimeline
CREATIVE FINANCIAL DESIGNS INC /ADV839$19.4K<0.01%+1113F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC533$12.3K<0.01%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…510$11.8K<0.01%-1,28813F-HRTimelineGroup
LANARK FINANCIAL, INC.500$11.6K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC484$11.2K<0.01%013F-HRTimeline
AlphaCore Capital LLC450$10.4K<0.01%+15013F-HRTimeline
Dunhill Financial, LLC346$8K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management300$6.94K<0.01%013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC234$5.41K<0.01%013F-HRTimelineGroup
Wealthspire Advisors, LLC51$1.18K<0.01%new13F-HRTimeline