Global X Funds - PFFV
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | 2,173,299 | 48,290 | 0.0% | 0.0% | 1 | +281,237 | 14.86% | Q4 2025 | Feb 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 369,246 | 8,205 | 0.02% | 0.02% | 2 | +41,194 | 12.56% | Q4 2025 | Feb 11, 2026 |
| LPL Financial LLC | History | Added to | 261,711 | 5,815 | 0.0% | 0.0% | 3 | +27,287 | 11.64% | Q4 2025 | Feb 11, 2026 |
| Ironsides Asset Advisors, LLC | History | Reduced | 258,059 | 5,734 | 1.45% | 1.71% | 4 | -29,396 | -10.23% | Q4 2025 | Feb 12, 2026 |
| Investment Partners Asset Management, Inc. | History | Added to | 234,301 | 5,206 | 3.24% | 3.19% | 5 | +25,180 | 12.04% | Q4 2025 | Jan 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 218,978 | 4,866 | 0.01% | 0.02% | 6 | -19,052 | -8.0% | Q4 2025 | Feb 05, 2026 |
| Bedel Financial Consulting, Inc. | History | Reduced | 188,064 | 4,178 | 0.45% | 0.64% | 7 | -28,867 | -13.31% | Q4 2025 | Jan 28, 2026 |
| Leslie Global Wealth, LLC | History | Added to | 169,352 | 3,763 | 1.69% | 1.71% | 8 | +11,272 | 7.13% | Q4 2025 | Feb 02, 2026 |
| Creative Planning | History | Reduced | 167,782 | 3,728 | 0.0% | 0.0% | 9 | -51,710 | -23.56% | Q4 2025 | Feb 17, 2026 |
| BENJAMIN EDWARDS INC | History | New | 139,154 | 3,091 | 0.03% | — | 10 | +139,154 | New | Q4 2025 | Feb 02, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 129,675 | 2,881 | 0.0% | 0.0% | 11 | +25,426 | 24.39% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 128,997 | 2,866 | 0.01% | 0.0% | 12 | +50,579 | 64.5% | Q4 2025 | Mar 16, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | Added to | 110,452 | 2,454 | 0.61% | 0.64% | 13 | +7,499 | 7.28% | Q4 2025 | Feb 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 105,634 | 2,347 | 0.0% | 0.01% | 14 | -83,305 | -44.09% | Q4 2025 | Feb 17, 2026 |
| LFG Wealth Partners, LLC | History | New | 92,723 | 2,060 | 1.31% | — | 15 | +92,723 | New | Q4 2025 | Feb 17, 2026 |
| Princeton Global Asset Management LLC | History | Reduced | 90,153 | 2,003 | 0.32% | 0.37% | 16 | -5,731 | -5.98% | Q4 2025 | Jan 20, 2026 |
| Trajan Wealth LLC | History | Added to | 89,308 | 1,984 | 0.08% | 0.09% | 17 | +72 | 0.08% | Q4 2025 | Feb 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 88,871 | 1,974 | 0.0% | 0.0% | 18 | -431,092 | -82.91% | Q4 2025 | Feb 10, 2026 |
| APS Management Group, Inc. | History | Reduced | 81,069 | 1,801 | 1.54% | 1.67% | 19 | -274 | -0.34% | Q4 2025 | Jan 28, 2026 |
| Gotham Asset Management, LLC | History | No change | 78,677 | 1,748 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 68,367 | 1,519 | 0.0% | 0.0% | 21 | +2,519 | 3.83% | Q4 2025 | Feb 18, 2026 |
| Comprehensive Money Management Services LLC | History | Added to | 62,753 | 1,394 | 0.96% | 1.0% | 22 | +1,890 | 3.11% | Q4 2025 | Jan 22, 2026 |
| Cetera Investment Advisers | History | Reduced | 43,233 | 960 | 0.0% | 0.01% | 23 | -434,376 | -90.95% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | New | 37,613 | 835 | 0.0% | — | 24 | +37,613 | New | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Added to | 35,174 | 781 | 0.0% | 0.0% | 25 | +3,668 | 11.64% | Q4 2025 | Jan 29, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 32,853 | 729 | 0.02% | 0.02% | 26 | +811 | 2.53% | Q4 2025 | Feb 03, 2026 |
| Texas Yale Capital Corp. | History | Added to | 31,834 | 707 | 0.02% | 0.01% | 27 | +14,471 | 83.34% | Q4 2025 | Feb 10, 2026 |
| Seed Wealth Management, Inc. | History | No change | 29,700 | 659 | 0.45% | 0.47% | 28 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 28,086 | 624 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 25,571 | 568 | 0.01% | 0.01% | 30 | -745 | -2.83% | Q4 2025 | Jan 20, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 25,319 | 562 | 0.0% | 0.0% | 31 | -251 | -0.98% | Q4 2025 | Feb 02, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Added to | 25,197 | 560 | 0.13% | 0.14% | 32 | +498 | 2.02% | Q4 2025 | Jan 28, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 25,050 | 556 | 0.01% | 0.01% | 33 | -4,150 | -14.21% | Q4 2025 | Jan 23, 2026 |
| DEARBORN PARTNERS LLC | History | New | 22,903 | 508 | 0.03% | — | 34 | +22,903 | New | Q4 2025 | Feb 11, 2026 |
| HRT FINANCIAL LP | History | New | 22,759 | 505 | 0.0% | — | 35 | +22,759 | New | Q4 2025 | Feb 12, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 20,746 | 460 | 0.0% | 0.0% | 36 | -1,416 | -6.39% | Q4 2025 | Feb 18, 2026 |
| US BANCORP \DE\ | History | No change | 17,065 | 379 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 16,525 | 367 | 0.01% | 0.01% | 38 | -6,558 | -28.41% | Q4 2025 | Feb 13, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 15,986 | 359 | 0.02% | 0.02% | 39 | +29 | 0.18% | Q4 2025 | Feb 03, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 15,746 | 349 | 0.01% | 0.01% | 40 | +2,214 | 16.36% | Q4 2025 | Feb 09, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 14,399 | 319 | 0.1% | 0.1% | 41 | +28 | 0.19% | Q4 2025 | Feb 10, 2026 |
| Centurion Wealth Management LLC | History | Added to | 14,260 | 316 | 0.07% | 0.07% | 42 | +522 | 3.8% | Q4 2025 | Jan 14, 2026 |
| Prospera Financial Services Inc | History | Reduced | 13,900 | 308 | 0.01% | 0.01% | 43 | -9,474 | -40.53% | Q4 2025 | Feb 09, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 13,506 | 300 | 0.01% | 0.02% | 44 | -45 | -0.33% | Q4 2025 | Feb 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 12,765 | 283 | 0.02% | 0.02% | 45 | +865 | 7.27% | Q4 2025 | Feb 03, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Reduced | 11,826 | 262 | 0.09% | 0.11% | 46 | -565 | -4.56% | Q4 2025 | Jan 28, 2026 |
| Bank of New York Mellon Corp | History | New | 10,709 | 237 | 0.0% | — | 47 | +10,709 | New | Q4 2025 | Feb 10, 2026 |
| CHOREO, LLC | History | No change | 10,438 | 232 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Corient Private Wealth LLC | History | Reduced | 10,384 | 230 | 0.0% | 0.0% | 49 | -315 | -2.94% | Q4 2025 | Mar 09, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Reduced | 10,180 | 226 | 0.1% | 0.14% | 50 | -2,667 | -20.76% | Q4 2025 | Jan 29, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Reduced | 10,084 | 224 | 0.0% | 0.0% | 51 | -524 | -4.94% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 7,065 | 157 | 0.0% | — | 52 | +7,065 | New | Q4 2025 | Feb 17, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 5,621 | 124 | 0.01% | 0.02% | 53 | -4,030 | -41.76% | Q4 2025 | Jan 26, 2026 |
| CWM, LLC | History | No change | 4,904 | 109 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 3,900 | 86 | 0.0% | — | 55 | +3,900 | New | Q4 2025 | Jan 21, 2026 |
| Kestra Advisory Services, LLC | History | New | 3,622 | 80 | 0.0% | — | 56 | +3,622 | New | Q4 2025 | Feb 13, 2026 |
| Glassman Wealth Services | History | New | 2,192 | 48 | 0.01% | — | 57 | +2,192 | New | Q4 2025 | Jan 28, 2026 |
| UBS Group AG | History | New | 2,054 | 45 | 0.0% | — | 58 | +2,054 | New | Q4 2025 | Jan 29, 2026 |
| IFP Advisors, Inc | History | No change | 1,305 | 28 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Triumph Capital Management | History | New | 1,000 | 22 | 0.0% | — | 60 | +1,000 | New | Q4 2025 | Feb 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 600 | 13 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| NBC SECURITIES, INC. | History | No change | 500 | 11 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 533 | 11 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 484 | 10 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| AlphaCore Capital LLC | History | No change | 450 | 10 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 393 | 8 | 0.0% | 0.0% | 66 | -446 | -53.16% | Q4 2025 | Feb 06, 2026 |
| Dunhill Financial, LLC | History | No change | 346 | 7 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Spire Wealth Management | History | No change | 300 | 6 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| SageView Advisory Group, LLC | History | New | 70 | 1 | 0.0% | — | 69 | +70 | New | Q4 2025 | Feb 17, 2026 |
| Columbus Macro, LLC | History | Closed out | 0 | 0 | — | 1.16% | — | -439,536 | -100.0% | Q3 2025 | Oct 16, 2025 |
| AXS Investments LLC | History | Closed out | 0 | 0 | — | 1.81% | — | -179,841 | -100.0% | Q3 2025 | Nov 04, 2025 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -17,806 | -100.0% | Q3 2025 | Nov 26, 2025 |
| STIFEL FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,641 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Firestone Capital Management | History | Closed out | 0 | 0 | — | 0.04% | — | -8,885 | -100.0% | Q3 2025 | Nov 05, 2025 |
| North Capital, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -1,905 | -100.0% | Q3 2025 | Oct 09, 2025 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | 0.0% | — | -1,500 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -510 | -100.0% | Q3 2025 | Nov 06, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -234 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -51 | -100.0% | Q3 2025 | Nov 14, 2025 |