Global X Funds - PFFV
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 2,292,260 | 50,036 | 0.0% | 0.0% | 1 | +118,961 | 5.47% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 681,034 | 14,866 | 0.04% | 0.02% | 2 | +311,788 | 84.44% | Q1 2026 | Apr 22, 2026 |
| LPL Financial LLC | History | Added to | 261,724 | 5,712 | 0.0% | 0.0% | 3 | +13 | 0.0% | Q1 2026 | May 06, 2026 |
| Ironsides Asset Advisors, LLC | History | Reduced | 257,596 | 5,622 | 1.41% | 1.45% | 4 | -463 | -0.18% | Q1 2026 | May 11, 2026 |
| Investment Partners Asset Management, Inc. | History | Added to | 253,685 | 5,537 | 3.42% | 3.24% | 5 | +19,384 | 8.27% | Q1 2026 | Apr 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 234,527 | 5,119 | 0.01% | 0.01% | 6 | +15,549 | 7.1% | Q1 2026 | Apr 30, 2026 |
| Foguth Wealth Management, LLC. | History | New | 206,620 | 4,621 | 0.54% | — | 7 | +206,620 | New | Q1 2026 | Jun 01, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 195,183 | 4,260 | 0.01% | 0.0% | 8 | +89,549 | 84.77% | Q1 2026 | May 15, 2026 |
| Bedel Financial Consulting, Inc. | History | Reduced | 166,527 | 3,635 | 0.41% | 0.45% | 9 | -21,537 | -11.45% | Q1 2026 | May 04, 2026 |
| Leslie Global Wealth, LLC | History | Reduced | 159,699 | 3,485 | 1.84% | 1.69% | 10 | -9,653 | -5.7% | Q1 2026 | May 15, 2026 |
| Gotham Asset Management, LLC | History | Added to | 145,587 | 3,177 | 0.01% | 0.01% | 11 | +66,910 | 85.04% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Reduced | 144,234 | 3,148 | 0.0% | 0.0% | 12 | -23,548 | -14.03% | Q1 2026 | May 12, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 135,963 | 2,967 | 0.03% | 0.03% | 13 | -3,191 | -2.29% | Q1 2026 | May 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 135,828 | 2,964 | 0.0% | 0.0% | 14 | +6,153 | 4.74% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 130,322 | 2,844 | 0.01% | 0.01% | 15 | +1,325 | 1.03% | Q1 2026 | May 14, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | Reduced | 108,532 | 2,369 | 0.59% | 0.61% | 16 | -1,920 | -1.74% | Q1 2026 | Apr 28, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 102,180 | 2,230 | 0.36% | 0.32% | 17 | +12,027 | 13.34% | Q1 2026 | Apr 22, 2026 |
| LFG Wealth Partners, LLC | History | Added to | 101,461 | 2,214 | 1.34% | 1.31% | 18 | +8,738 | 9.42% | Q1 2026 | Jun 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 96,426 | 2,104 | 0.0% | 0.0% | 19 | +7,555 | 8.5% | Q1 2026 | May 04, 2026 |
| Trajan Wealth LLC | History | Added to | 96,341 | 2,102 | 0.08% | 0.08% | 20 | +7,033 | 7.87% | Q1 2026 | May 13, 2026 |
| APS Management Group, Inc. | History | Added to | 82,790 | 1,807 | 1.55% | 1.54% | 21 | +1,721 | 2.12% | Q1 2026 | Apr 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 74,043 | 1,616 | 0.0% | 0.0% | 22 | +5,676 | 8.3% | Q1 2026 | May 14, 2026 |
| Comprehensive Money Management Services LLC | History | Added to | 69,053 | 1,507 | 0.99% | 0.96% | 23 | +6,300 | 10.04% | Q1 2026 | Apr 23, 2026 |
| UBS Group AG | History | Added to | 53,155 | 1,160 | 0.0% | 0.0% | 24 | +51,101 | 2487.88% | Q1 2026 | May 05, 2026 |
| Texas Yale Capital Corp. | History | Added to | 51,047 | 1,114 | 0.03% | 0.02% | 25 | +19,213 | 60.35% | Q1 2026 | May 04, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 41,310 | 901 | 0.02% | 0.02% | 26 | +8,457 | 25.74% | Q1 2026 | Apr 27, 2026 |
| Cetera Investment Advisers | History | Reduced | 38,074 | 831 | 0.0% | 0.0% | 27 | -5,159 | -11.93% | Q1 2026 | May 13, 2026 |
| COMERICA BANK | History | No change | 35,174 | 781 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| JANE STREET GROUP, LLC | History | New | 29,938 | 653 | 0.0% | — | 29 | +29,938 | New | Q1 2026 | May 12, 2026 |
| Seed Wealth Management, Inc. | History | No change | 29,700 | 648 | 0.45% | 0.45% | 30 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 28,086 | 613 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 26,544 | 579 | 0.01% | 0.01% | 32 | +973 | 3.81% | Q1 2026 | Apr 28, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 24,697 | 539 | 0.0% | 0.0% | 33 | -622 | -2.46% | Q1 2026 | Apr 27, 2026 |
| NewEdge Advisors, LLC | History | Added to | 23,762 | 518 | 0.0% | 0.0% | 34 | +3,016 | 14.54% | Q1 2026 | Jun 02, 2026 |
| MATHER GROUP, LLC. | History | New | 22,917 | 500 | 0.0% | — | 35 | +22,917 | New | Q1 2026 | Apr 13, 2026 |
| DEARBORN PARTNERS LLC | History | Reduced | 22,026 | 480 | 0.03% | 0.03% | 36 | -877 | -3.83% | Q1 2026 | May 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 17,971 | 392 | 0.01% | 0.01% | 37 | +2,225 | 14.13% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | No change | 17,065 | 372 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Added to | 14,858 | 324 | 0.12% | 0.09% | 39 | +3,032 | 25.64% | Q1 2026 | May 14, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 14,354 | 313 | 0.09% | 0.1% | 40 | -45 | -0.31% | Q1 2026 | Apr 30, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Reduced | 13,476 | 294 | 0.06% | 0.13% | 41 | -11,721 | -46.52% | Q1 2026 | May 05, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 12,765 | 278 | 0.02% | 0.02% | 42 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Centurion Wealth Management LLC | History | Reduced | 12,577 | 274 | 0.06% | 0.07% | 43 | -1,683 | -11.8% | Q1 2026 | Apr 10, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 11,908 | 264 | 0.0% | 0.02% | 44 | -4,078 | -25.51% | Q1 2026 | May 01, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 11,630 | 253 | 0.02% | 0.02% | 45 | -2,314 | -16.59% | Q1 2026 | May 12, 2026 |
| Private Advisor Group, LLC | History | New | 11,373 | 248 | 0.0% | — | 46 | +11,373 | New | Q1 2026 | Apr 24, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 10,479 | 228 | 0.0% | 0.0% | 47 | -230 | -2.15% | Q1 2026 | May 05, 2026 |
| Prospera Financial Services Inc | History | Reduced | 10,400 | 227 | 0.0% | 0.01% | 48 | -3,500 | -25.18% | Q1 2026 | Apr 14, 2026 |
| CHOREO, LLC | History | No change | 10,438 | 227 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SEI INVESTMENTS CO | History | New | 10,321 | 225 | 0.0% | — | 50 | +10,321 | New | Q1 2026 | May 13, 2026 |
| FIFTH THIRD BANCORP | History | New | 9,804 | 214 | 0.0% | — | 51 | +9,804 | New | Q1 2026 | May 01, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 9,623 | 210 | 0.01% | 0.01% | 52 | -3,883 | -28.75% | Q1 2026 | May 12, 2026 |
| Allworth Financial LP | History | New | 8,330 | 181 | 0.0% | — | 53 | +8,330 | New | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 7,085 | 155 | 0.0% | 0.0% | 54 | +20 | 0.28% | Q1 2026 | May 15, 2026 |
| PRIVATE TRUST CO NA | History | No change | 5,621 | 122 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Colonial Trust Co / SC | History | New | 5,325 | 116 | 0.02% | — | 56 | +5,325 | New | Q1 2026 | May 12, 2026 |
| CWM, LLC | History | No change | 4,904 | 107 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SouthState Bank Corp | History | New | 2,000 | 43 | 0.0% | — | 58 | +2,000 | New | Q1 2026 | May 05, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 1,087 | 23 | 0.0% | 0.01% | 59 | -23,963 | -95.66% | Q1 2026 | Apr 07, 2026 |
| Triumph Capital Management | History | No change | 1,000 | 21 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 736 | 16 | 0.0% | — | 61 | +736 | New | Q1 2026 | May 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 600 | 13 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NBC SECURITIES, INC. | History | No change | 500 | 10 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 484 | 10 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 398 | 8 | 0.0% | 0.0% | 65 | +5 | 1.27% | Q1 2026 | Apr 13, 2026 |
| AE Wealth Management LLC | History | New | 319 | 6 | 0.0% | — | 67 | +319 | New | Q1 2026 | May 13, 2026 |
| Spire Wealth Management | History | No change | 300 | 6 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| SageView Advisory Group, LLC | History | No change | 70 | 1 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -37,613 | -100.0% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -22,759 | -100.0% | Q1 2026 | May 14, 2026 |
| CreativeOne Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -16,525 | -100.0% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,384 | -100.0% | Q1 2026 | May 15, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -10,180 | -100.0% | Q1 2026 | May 11, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,084 | -100.0% | Q1 2026 | May 22, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,900 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,622 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Glassman Wealth Services | History | Closed out | 0 | 0 | — | 0.01% | — | -2,192 | -100.0% | Q1 2026 | May 04, 2026 |
| IFP Advisors, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -1,305 | -100.0% | Q1 2026 | Apr 13, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Closed out | 0 | 0 | — | 0.0% | — | -533 | -100.0% | Q1 2026 | Apr 28, 2026 |
| AlphaCore Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -450 | -100.0% | Q1 2026 | May 15, 2026 |
| Dunhill Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -346 | -100.0% | Q1 2026 | May 06, 2026 |