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Disclosery

PFFV GLOBAL X FDS

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RATE PREFERRED (fund)

65 managers (65 13F filers) reported a position in PFFV shares at 2026-03-31, 6,760,002 shares in all. 11 filers opened a position and 14 filers sold out during the quarter.

Managers
65
13F filers
65
New
11
Added
25
Reduced
18
Sold out
14
Shares held by filers
6,760,002

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 STANLEY2,292,260$50M<0.01%+118,96113F-HRTimelineGroup
Janney Montgomery Scott LLC681,034$14.9M0.04%+311,78813F-HRTimeline
LPL Financial LLC261,724$5.71M<0.01%+1313F-HRTimeline
Ironsides Asset Advisors, LLC257,596$5.62M1.41%-46313F-HRTimeline
Investment Partners Asset Management, I…253,685$5.54M3.42%+19,38413F-HRTimeline
Cambridge Investment Research Advisors,…234,527$5.12M0.01%+15,54913F-HRTimeline
Foguth Wealth Management, LLC.206,620$4.62M0.54%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.195,183$4.26M0.01%+89,54913F-HRTimelineGroup
Bedel Financial Consulting, Inc.166,527$3.64M0.42%-21,53713F-HRTimeline
Leslie Global Wealth, LLC159,699$3.49M1.84%-9,65313F-HRTimeline
Gotham Asset Management, LLC145,587$3.18M0.01%+66,91013F-HRTimeline
Creative Planningin group Creative Planning144,234$3.15M<0.01%-23,54813F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC135,963$2.97M0.03%-3,19113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/135,828$2.96M<0.01%+6,15313F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…130,322$2.84M0.01%+1,32513F-HRTimelineGroup
INTEGRAL INVESTMENT ADVISORS, INC.108,532$2.37M0.59%-1,92013F-HRTimeline
Princeton Global Asset Management LLC102,180$2.23M0.36%+12,02713F-HRTimeline
LFG Wealth Partners, LLC101,461$2.21M1.34%+8,73813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC96,426$2.1M<0.01%+7,55513F-HRTimelineGroup
Trajan Wealth LLC96,341$2.1M0.08%+7,03313F-HRTimeline
APS Management Group, Inc.82,790$1.81M1.55%+1,72113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC74,043$1.62M<0.01%+5,67613F-HRTimelineGroup
Comprehensive Money Management Services…69,053$1.51M0.99%+6,30013F-HRTimeline
UBS Group AGin group UBS Group AG53,155$1.16M<0.01%+51,10113F-HRTimelineGroup
Texas Yale Capital Corp.51,047$1.11M0.03%+19,21313F-HRTimeline
SBI Securities Co., Ltd.41,310$902K0.02%+8,45713F-HRTimeline
Cetera Investment Advisers38,074$831K<0.01%-5,15913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC29,938$653K<0.01%new13F-HRTimelineGroup
Seed Wealth Management, Inc.29,700$648K0.45%013F-HRTimeline
FIRST MANHATTAN CO. LLC.28,086$613K<0.01%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.26,544$579K0.01%+97313F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP24,697$539K<0.01%-62213F-HRTimelineGroup
NewEdge Advisors, LLC23,762$519K<0.01%+3,01613F-HR/ATimeline
MATHER GROUP, LLC.22,917$500K<0.01%new13F-HRTimeline
DEARBORN PARTNERS LLC22,026$481K0.03%-87713F-HRTimeline
HARBOUR INVESTMENTS, INC.17,971$392K0.01%+2,22513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\17,065$372K<0.01%013F-HRTimelineGroup
Joseph P. Lucia & Associates, LLC14,858$324K0.12%+3,03213F-HRTimeline
Acorn Wealth Advisors, LLC14,354$313K0.09%-4513F-HRTimeline
WEST MICHIGAN ADVISORS, LLC13,476$294K0.06%-11,72113F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…12,765$278K0.02%013F-HRTimeline
Centurion Wealth Management LLC12,577$275K0.06%-1,68313F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …11,908$265K<0.01%-4,07813F-HRTimelineGroup
Strategic Wealth Partners, Ltd.11,630$254K0.02%-2,31413F-HRTimeline
Private Advisor Group, LLC11,373$248K<0.01%new13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp10,479$229K<0.01%-23013F-HRTimelineGroup
CHOREO, LLC10,438$228K<0.01%013F-HRTimeline
Prospera Financial Services Inc10,400$227K<0.01%-3,50013F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO10,321$225K<0.01%new13F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…9,804$214K<0.01%new13F-HRTimelineGroup
Ausdal Financial Partners, Inc.9,623$210K0.01%-3,88313F-HRTimeline
Allworth Financial LP8,330$182K<0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA7,085$155K<0.01%+2013F-HRTimelineGroup
PRIVATE TRUST CO NA5,621$123K0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors5,325$116K0.02%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC4,904$107K<0.01%013F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp2,000$43.7K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC1,087$23.7K<0.01%-23,96313F-HRTimeline
Triumph Capital Management1,000$21.8K<0.01%013F-HRTimeline
Ashton Thomas Private Wealth, LLC736$16.1K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.500$10.9K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC484$10.6K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV398$8.7K<0.01%+513F-HRTimeline
AE Wealth Management LLC319$6.96K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management300$6.55K<0.01%013F-HRTimelineGroup