Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / RATE PREFERRED
-
Total 13F shares
-
6,946,620
-
Share change
-
+1,526,096
-
Total reported value
-
$160,596,987
-
Price per share
-
$23.12
-
Number of holders
-
69
-
Value change
-
+$35,300,887
-
Number of buys
-
33
-
Number of sells
-
30
Institutional Holders of GLOBAL X FDS - RATE PREFERRED (PFFV) as of Q3 2025
As of 30 Sep 2025,
GLOBAL X FDS - RATE PREFERRED (PFFV) was held by
69 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
6,946,620 shares.
The largest 10 holders included
MORGAN STANLEY, ENVESTNET ASSET MANAGEMENT INC, Cetera Investment Advisers, Columbus Macro, LLC, Janney Montgomery Scott LLC, Ironsides Asset Advisors, LLC, Cambridge Investment Research Advisors, Inc., LPL Financial LLC, Creative Planning, and Bedel Financial Consulting, Inc..
This page lists
69
institutional shareholders reporting positions in this security
for the Q3 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.