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 | 2,511,491 | 55,328 | 0.0% | 0.0% | 1 | +219,231 | 9.56% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 712,399 | 15,694 | 0.03% | 0.04% | 2 | +31,365 | 4.61% | Q2 2026 | Aug 05, 2026 |
| LPL Financial LLC | History | Added to | 309,674 | 6,822 | 0.0% | 0.0% | 3 | +47,950 | 18.32% | Q2 2026 | Aug 07, 2026 |
| Investment Partners Asset Management, Inc. | History | Added to | 258,318 | 5,690 | 3.16% | 3.42% | 4 | +4,633 | 1.83% | Q2 2026 | Jul 24, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 247,965 | 5,463 | 0.01% | 0.01% | 5 | +13,438 | 5.73% | Q2 2026 | Jul 27, 2026 |
| Foguth Wealth Management, LLC. | History | Added to | 209,273 | 4,618 | 0.53% | 0.54% | 6 | +2,653 | 1.28% | Q2 2026 | Jul 21, 2026 |
| Ironsides Asset Advisors, LLC | History | Reduced | 201,430 | 4,437 | 1.04% | 1.41% | 7 | -56,166 | -21.8% | Q2 2026 | Aug 12, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 169,993 | 3,744 | 0.35% | 0.41% | 8 | +3,466 | 2.08% | Q2 2026 | Jul 29, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 163,797 | 3,608 | 0.0% | 0.0% | 9 | +27,969 | 20.59% | Q2 2026 | Aug 14, 2026 |
| Leslie Global Wealth, LLC | History | Added to | 163,261 | 3,596 | 1.4% | 1.84% | 10 | +3,562 | 2.23% | Q2 2026 | Jul 21, 2026 |
| Gotham Asset Management, LLC | History | Added to | 159,156 | 3,506 | 0.01% | 0.01% | 11 | +13,569 | 9.32% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Reduced | 136,501 | 3,007 | 0.0% | 0.0% | 12 | -7,733 | -5.36% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 131,340 | 2,893 | 0.0% | 0.01% | 13 | +1,018 | 0.78% | Q2 2026 | Aug 13, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 130,010 | 2,863 | 0.03% | 0.03% | 14 | -5,953 | -4.38% | Q2 2026 | Jul 24, 2026 |
| LFG Wealth Partners, LLC | History | Added to | 128,172 | 2,823 | 1.32% | 1.34% | 15 | +26,711 | 26.33% | Q2 2026 | Aug 04, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | Added to | 116,315 | 2,562 | 0.56% | 0.59% | 16 | +7,783 | 7.17% | Q2 2026 | Jul 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 104,859 | 2,310 | 0.0% | 0.01% | 17 | -90,324 | -46.28% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 99,521 | 2,192 | 0.0% | 0.0% | 18 | +3,095 | 3.21% | Q2 2026 | Aug 03, 2026 |
| Trajan Wealth LLC | History | Added to | 97,802 | 2,154 | 0.08% | 0.08% | 19 | +1,461 | 1.52% | Q2 2026 | Aug 13, 2026 |
| APS Management Group, Inc. | History | Added to | 85,912 | 1,892 | 1.45% | 1.55% | 20 | +3,122 | 3.77% | Q2 2026 | Jul 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 75,180 | 1,656 | 0.0% | 0.0% | 21 | +1,137 | 1.54% | Q2 2026 | Aug 14, 2026 |
| Comprehensive Money Management Services LLC | History | Reduced | 62,153 | 1,369 | 0.86% | 0.99% | 22 | -6,900 | -9.99% | Q2 2026 | Aug 14, 2026 |
| Texas Yale Capital Corp. | History | Added to | 60,818 | 1,339 | 0.03% | 0.03% | 23 | +9,771 | 19.14% | Q2 2026 | Aug 12, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 48,964 | 1,078 | 0.02% | 0.02% | 24 | +7,654 | 18.53% | Q2 2026 | Jul 22, 2026 |
| Anchor Bay Capital, Inc. | History | New | 42,071 | 925 | 0.5% | — | 25 | +42,071 | New | Q2 2026 | Aug 11, 2026 |
| Cetera Investment Advisers | History | Reduced | 37,583 | 827 | 0.0% | 0.0% | 26 | -491 | -1.29% | Q2 2026 | Aug 12, 2026 |
| Princeton Global Asset Management LLC | History | Reduced | 34,884 | 768 | 0.11% | 0.36% | 27 | -67,296 | -65.86% | Q2 2026 | Jul 16, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 28,086 | 618 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 26,570 | 585 | 0.01% | 0.01% | 29 | +26 | 0.1% | Q2 2026 | Aug 11, 2026 |
| NewEdge Advisors, LLC | History | Added to | 26,413 | 581 | 0.0% | 0.0% | 30 | +2,651 | 11.16% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 22,530 | 496 | 0.0% | 0.0% | 31 | +12,726 | 129.8% | Q2 2026 | Aug 05, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 22,335 | 492 | 0.0% | 0.0% | 32 | -2,362 | -9.56% | Q2 2026 | Jul 28, 2026 |
| Seed Wealth Management, Inc. | History | Reduced | 22,100 | 486 | 0.31% | 0.45% | 33 | -7,600 | -25.59% | Q2 2026 | Jul 27, 2026 |
| DEARBORN PARTNERS LLC | History | No change | 22,026 | 480 | 0.03% | 0.03% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 18,728 | 412 | 0.0% | — | 35 | +18,728 | New | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 17,971 | 395 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| US BANCORP \DE\ | History | No change | 17,065 | 375 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 16,247 | 357 | 0.0% | 0.0% | 38 | -6,670 | -29.11% | Q2 2026 | Jul 27, 2026 |
| Private Advisor Group, LLC | History | Added to | 15,392 | 339 | 0.0% | 0.0% | 39 | +4,019 | 35.34% | Q2 2026 | Jul 27, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Added to | 15,283 | 336 | 0.1% | 0.12% | 40 | +425 | 2.86% | Q2 2026 | Aug 07, 2026 |
| Acorn Wealth Advisors, LLC | History | No change | 14,354 | 316 | 0.08% | 0.09% | 41 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SEI INVESTMENTS CO | History | Added to | 13,869 | 305 | 0.0% | 0.0% | 42 | +3,548 | 34.38% | Q2 2026 | Aug 14, 2026 |
| CreativeOne Wealth, LLC | History | New | 13,411 | 295 | 0.01% | — | 43 | +13,411 | New | Q2 2026 | Aug 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 12,765 | 280 | 0.02% | 0.02% | 44 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Diversify Advisory Services, LLC | History | New | 11,928 | 262 | 0.0% | — | 47 | +11,928 | New | Q2 2026 | Aug 07, 2026 |
| CHOREO, LLC | History | Added to | 11,938 | 262 | 0.0% | 0.0% | 45 | +1,500 | 14.37% | Q2 2026 | Aug 04, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 11,928 | 262 | 0.0% | 0.0% | 46 | +20 | 0.17% | Q2 2026 | Jul 29, 2026 |
| Centurion Wealth Management LLC | History | Reduced | 11,596 | 255 | 0.06% | 0.06% | 48 | -981 | -7.8% | Q2 2026 | Jul 09, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Reduced | 11,273 | 248 | 0.05% | 0.06% | 49 | -2,203 | -16.35% | Q2 2026 | Aug 21, 2026 |
| Bank of New York Mellon Corp | History | Added to | 10,931 | 240 | 0.0% | 0.0% | 50 | +452 | 4.31% | Q2 2026 | Aug 06, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | New | 10,066 | 221 | 0.0% | — | 51 | +10,066 | New | Q2 2026 | Aug 12, 2026 |
| Corient Private Wealth LP | History | New | 10,066 | 221 | 0.0% | — | 52 | +10,066 | New | Q2 2026 | Aug 27, 2026 |
| Allworth Financial LP | History | Added to | 8,582 | 189 | 0.0% | 0.0% | 53 | +252 | 3.03% | Q2 2026 | Aug 11, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 7,330 | 161 | 0.01% | 0.02% | 55 | -4,300 | -36.97% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 7,295 | 161 | 0.0% | 0.0% | 54 | +210 | 2.96% | Q2 2026 | Aug 14, 2026 |
| PRIVATE TRUST CO NA | History | No change | 5,621 | 123 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Colonial Trust Co / SC | History | No change | 5,325 | 117 | 0.01% | 0.02% | 57 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WealthCollab, LLC | History | New | 5,000 | 110 | 0.04% | — | 58 | +5,000 | New | Q2 2026 | Aug 10, 2026 |
| CWM, LLC | History | No change | 4,904 | 107 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SouthState Bank Corp | History | No change | 2,000 | 44 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,433 | 31 | 0.0% | 0.0% | 61 | +346 | 31.83% | Q2 2026 | Jul 17, 2026 |
| Triumph Capital Management | History | No change | 1,000 | 22 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 736 | 16 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| JPMORGAN CHASE & CO | History | New | 501 | 11 | 0.0% | — | 65 | +501 | New | Q2 2026 | Aug 12, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 500 | 11 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| AE Wealth Management LLC | History | Added to | 469 | 10 | 0.0% | 0.0% | 67 | +150 | 47.02% | Q2 2026 | Aug 03, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 484 | 10 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 402 | 8 | 0.0% | 0.0% | 68 | +4 | 1.01% | Q2 2026 | Jul 28, 2026 |
| Spire Wealth Management | History | No change | 300 | 6 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Oakmont Advisory Group, LLC | History | New | 201 | 4 | 0.0% | — | 70 | +201 | New | Q2 2026 | Aug 03, 2026 |
| UBS Group AG | History | Reduced | 1 | 0 | — | 0.0% | — | -53,154 | -100.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -29,938 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Prospera Financial Services Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -10,400 | -100.0% | Q2 2026 | Jul 15, 2026 |
| Ausdal Financial Partners, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -9,623 | -100.0% | Q2 2026 | Aug 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -600 | -100.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | New | 42 | 0 | — | — | — | +42 | New | Q2 2026 | Aug 13, 2026 |