GLOBAL X FDS (PFFV)
Institutional ownership reported to the SEC as of Q2 2026, across 25 quarters.
70
Reporting holders
$133.3M
Reported value
0.0%
Held as options
+9
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $55.3M | 2,511,491 | 0.00% | 18q | +9.6%+$4.8M |
| LPL Financial LLC | $6.8M | 309,674 | 0.00% | 18q | +18.3%+$1.1M |
| Investment Partners Asset Management, Inc. | $5.7M | 258,318 | 3.16% | 11q | +1.8%+$102.1K |
| Foguth Wealth Management, LLC. | $4.6M | 209,273 | 0.53% | new | NEW |
| Ironsides Asset Advisors, LLC | $4.4M | 201,430 | 1.04% | 19q | -21.8%-$1.2M |
| Bedel Financial Consulting, Inc. | $3.7M | 169,993 | 0.35% | 16q | +2.1%+$76.4K |
| BANK OF AMERICA CORP /DE/ | $3.6M | 163,797 | 0.00% | 12q | +20.6%+$616.2K |
| Leslie Global Wealth, LLC | $3.6M | 163,261 | 1.40% | 9q | +2.2%+$78.5K |
| Gotham Asset Management, LLC | $3.5M | 159,156 | 0.01% | 6q | +9.3%+$298.9K |
| Creative Planning | $3.0M | 136,501 | 0.00% | 12q | -5.4%-$170.4K |
| Rockefeller Capital Management L.P. | $2.9M | 131,340 | 0.00% | 13q | +0.8%+$22.4K |
| BENJAMIN EDWARDS INC | $2.9M | 130,010 | 0.03% | 3q | -4.4%-$131.1K |
| LFG Wealth Partners, LLC | $2.8M | 128,172 | 1.32% | 2q | +38.2%+$780.9K |
| INTEGRAL INVESTMENT ADVISORS, INC. | $2.6M | 116,315 | 0.56% | 10q | +7.2%+$171.5K |
| OSAIC HOLDINGS, INC. | $2.3M | 104,859 | 0.00% | 24q | -46.3%-$2.0M |
| ENVESTNET ASSET MANAGEMENT INC | $2.2M | 99,521 | 0.00% | 17q | +3.2%+$68.2K |
| Trajan Wealth LLC | $2.2M | 97,802 | 0.08% | 6q | +1.5%+$32.2K |
| APS Management Group, Inc. | $1.9M | 85,912 | 1.45% | 4q | +3.8%+$68.8K |
| RAYMOND JAMES FINANCIAL INC | $1.7M | 75,180 | 0.00% | 6q | +1.5%+$25.0K |
| Comprehensive Money Management Services LLC | $1.4M | 62,153 | 0.86% | 7q | -10.0%-$152.0K |
| Texas Yale Capital Corp. | $1.3M | 60,818 | 0.03% | 22q | +19.1%+$215.3K |
| SBI Securities Co., Ltd. | $1.1M | 48,964 | 0.02% | 7q | +18.5%+$168.6K |
| DEARBORN PARTNERS LLC | $962.5K | 43,890 | 0.03% | 3q | +99.3%+$479.5K |
| Anchor Bay Capital, Inc. | $925.1K | 42,071 | 0.50% | new | FIRST |
| Cetera Investment Advisers | $828.0K | 37,583 | 0.00% | 16q | -1.3%-$10.8K |
| Princeton Global Asset Management LLC | $768.5K | 34,884 | 0.11% | 20q | -65.9%-$1.5M |
| FIRST MANHATTAN CO. LLC. | $618.7K | 28,086 | 0.00% | 4q | HELD |
| Stratos Wealth Partners, LTD. | $585.3K | 26,570 | 0.01% | 10q | HELD |
| NewEdge Advisors, LLC | $581.9K | 26,413 | 0.00% | new | NEW |
| WEST MICHIGAN ADVISORS, LLC | $542.5K | 24,749 | 0.06% | 8q | +83.7%+$247.1K |
| FIFTH THIRD BANCORP | $496.3K | 22,530 | 0.00% | 2q | +129.8%+$280.4K |
| TRUIST FINANCIAL CORP | $492.0K | 22,335 | 0.00% | 20q | -9.6%-$52.0K |
| Seed Wealth Management, Inc. | $486.9K | 22,100 | 0.31% | 15q | -25.6%-$167.4K |
| Corient Private Wealth LP | $454.7K | 20,642 | 0.00% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $412.6K | 18,728 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $395.9K | 17,971 | 0.01% | 15q | HELD |
| US BANCORP \DE\ | $375.9K | 17,065 | 0.00% | 18q | HELD |
| MATHER GROUP, LLC. | $357.9K | 16,247 | 0.00% | 2q | -29.1%-$146.9K |
| Private Advisor Group, LLC | $339.1K | 15,392 | 0.00% | 2q | +35.3%+$88.5K |
| Joseph P. Lucia & Associates, LLC | $336.7K | 15,283 | 0.10% | 17q | +2.9%+$9.4K |
| Acorn Wealth Advisors, LLC | $316.2K | 14,354 | 0.08% | 14q | HELD |
| SEI INVESTMENTS CO | $305.5K | 13,869 | 0.00% | 2q | +34.4%+$78.2K |
| CreativeOne Wealth, LLC | $295.4K | 13,411 | 0.01% | new | NEW |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $280.7K | 12,765 | 0.02% | 7q | HELD |
| CHOREO, LLC | $263.0K | 11,938 | 0.00% | 6q | +14.4%+$33.0K |
| Diversify Advisory Services, LLC | $262.8K | 11,928 | 0.00% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $262.8K | 11,928 | 0.00% | 5q | HELD |
| Centurion Wealth Management LLC | $255.5K | 11,596 | 0.06% | 4q | -7.8%-$21.6K |
| Bank of New York Mellon Corp | $240.8K | 10,931 | 0.00% | 3q | +4.3%+$10.0K |
| SEGALL BRYANT & HAMILL, LLC | $221.8K | 10,066 | 0.00% | new | NEW |
| Allworth Financial LP | $189.1K | 8,582 | 0.00% | 2q | +3.0%+$5.6K |
| Strategic Wealth Partners, Ltd. | $161.5K | 7,330 | 0.01% | 16q | -37.0%-$94.7K |
| ROYAL BANK OF CANADA | $161.0K | 7,295 | 0.00% | 3q | +3.0%+$4.6K |
| PRIVATE TRUST CO NA | $123.8K | 5,621 | 0.01% | 15q | HELD |
| Colonial Trust Co / SC | $117.7K | 5,325 | 0.01% | 2q | HELD |
| WealthCollab, LLC | $110.2K | 5,000 | 0.04% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $64.3K | 2,920 | 0.00% | new | NEW |
| SouthState Bank Corp | $44.1K | 2,000 | 0.00% | 2q | HELD |
| Farther Finance Advisors, LLC | $31.6K | 1,433 | 0.00% | 5q | +31.8%+$7.6K |
| Triumph Capital Management | $22.0K | 1,000 | 0.00% | 3q | HELD |
| Ashton Thomas Private Wealth, LLC | $16.2K | 736 | 0.00% | 2q | HELD |
| Janney Montgomery Scott LLC | $15.7K | 712,399 | 0.03% | 12q | +4.6% |
| JPMORGAN CHASE & CO | $11.1K | 501 | 0.00% | new | NEW |
| LANARK FINANCIAL, INC. | $11.0K | 500 | 0.00% | 5q | HELD |
| Cambridge Investment Research Advisors, Inc. | $10.9K | 495,930 | 0.01% | 9q | +111.5%+$5.8K |
| Aptus Capital Advisors, LLC | $10.7K | 484 | 0.00% | 18q | HELD |
| AE Wealth Management LLC | $10.3K | 469 | 0.00% | 2q | +47.0%+$3.3K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $8.9K | 402 | 0.00% | 20q | +1.0% |
| Spire Wealth Management | $6.6K | 300 | 0.00% | 11q | HELD |
| Oakmont Advisory Group, LLC | $4.4K | 201 | 0.00% | new | NEW |
| FMR LLC | $925 | 42 | 0.00% | new | NEW |
| UBS Group AG | $22 | 1 | 0.00% | 3q | -100.0%-$1.2M |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 70 | $133.3M | 6,049,407 | 12 | 29 | 13 | 0.0% |
| Q1 2026 | 61 | $120.3M | 5,513,198 | 10 | 19 | 16 | 0.0% |
| Q4 2025 | 66 | $119.0M | 5,354,216 | 11 | 17 | 19 | 0.0% |
| Q3 2025 | 66 | $147.8M | 6,393,439 | 7 | 24 | 20 | 0.0% |
| Q2 2025 | 65 | $115.3M | 5,054,904 | 11 | 23 | 15 | 0.0% |
| Q1 2025 | 64 | $103.8M | 4,391,295 | 13 | 23 | 13 | 0.0% |
| Q4 2024 | 56 | $79.4M | 3,363,008 | 5 | 22 | 16 | 0.0% |
| Q3 2024 | 57 | $78.5M | 3,264,214 | 4 | 24 | 16 | 0.0% |
| Q2 2024 | 58 | $71.7M | 3,035,288 | 4 | 21 | 17 | 0.0% |
| Q1 2024 | 56 | $98.8M | 4,171,116 | 8 | 18 | 22 | 0.0% |
| Q4 2023 | 55 | $71.3M | 3,078,922 | 14 | 11 | 19 | 0.0% |
| Q3 2023 | 46 | $51.4M | 2,241,590 | 7 | 10 | 18 | 0.0% |
| Q2 2023 | 49 | $62.5M | 2,798,999 | 4 | 17 | 19 | 0.0% |
| Q1 2023 | 52 | $105.9M | 4,637,091 | 8 | 28 | 12 | 0.0% |
| Q4 2022 | 45 | $93.7M | 4,162,433 | 10 | 10 | 20 | 0.0% |
| Q3 2022 | 54 | $135.1M | 5,764,390 | 15 | 22 | 8 | 0.0% |
| Q2 2022 | 43 | $135.4M | 5,608,550 | 12 | 18 | 9 | 0.0% |
| Q1 2022 | 37 | $41.5M | 1,590,432 | 14 | 15 | 4 | 0.0% |
| Q4 2021 | 26 | $28.2M | 1,015,653 | 11 | 13 | 1 | 0.0% |
| Q3 2021 | 14 | $10.0M | 357,294 | 7 | 5 | 1 | 0.0% |
| Q2 2021 | 11 | $6.9M | 242,838 | 5 | 5 | 1 | 0.0% |
| Q1 2021 | 6 | $1.6M | 59,427 | 4 | 1 | 1 | 0.0% |
| Q4 2020 | 2 | $218.0K | 7,931 | 1 | 1 | 0 | 0.0% |
| Q3 2020 | 2 | $2.3M | 88,176 | 1 | 0 | 1 | 0.0% |
| Q2 2020 | 1 | $2.4M | 99,899 | 1 | 0 | 0 | 0.0% |