Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / RATE PREFERRED
-
Total 13F shares
-
5,501,368
-
Share change
-
+607,679
-
Total reported value
-
$125,433,923
-
Price per share
-
$22.80
-
Number of holders
-
70
-
Value change
-
+$13,795,786
-
Number of buys
-
41
-
Number of sells
-
31
Institutional Holders of GLOBAL X FDS - RATE PREFERRED (PFFV) as of Q2 2025
As of 30 Jun 2025,
GLOBAL X FDS - RATE PREFERRED (PFFV) was held by
70 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
5,501,368 shares.
The largest 10 holders included
MORGAN STANLEY, Janney Montgomery Scott LLC, BANK OF AMERICA CORP /DE/, Cambridge Investment Research Advisors, Inc., Ironsides Asset Advisors, LLC, Bedel Financial Consulting, Inc., Creative Planning, AXS Investments LLC, LPL Financial LLC, and Investment Partners Asset Management, Inc..
This page lists
70
institutional shareholders reporting positions in this security
for the Q2 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.