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 | No change | 2,511,491 | 55,328 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Columbus Macro, LLC | History | New | 961,575 | 20,952 | 2.04% | — | 2 | +961,575 | New | Q3 2026 | Oct 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 712,399 | 15,694 | 0.03% | 0.03% | 3 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Foguth Wealth Management, LLC. | History | Added to | 670,995 | 14,399 | 1.46% | 0.53% | 4 | +461,722 | 220.63% | Q3 2026 | Oct 19, 2026 |
| LPL Financial LLC | History | No change | 309,674 | 6,822 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Investment Partners Asset Management, Inc. | History | Added to | 269,756 | 5,877 | 3.17% | 3.16% | 6 | +11,438 | 4.43% | Q3 2026 | Oct 08, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 255,436 | 5,566 | 0.01% | 0.01% | 7 | +7,471 | 3.01% | Q3 2026 | Nov 02, 2026 |
| Leslie Global Wealth, LLC | History | Added to | 175,599 | 3,826 | 1.41% | 1.4% | 8 | +12,338 | 7.56% | Q3 2026 | Oct 26, 2026 |
| Bedel Financial Consulting, Inc. | History | No change | 169,993 | 3,744 | 0.35% | 0.35% | 9 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 163,797 | 3,608 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gotham Asset Management, LLC | History | No change | 159,156 | 3,506 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ironsides Asset Advisors, LLC | History | Reduced | 153,149 | 3,337 | 0.81% | 1.04% | 12 | -48,281 | -23.97% | Q3 2026 | Oct 20, 2026 |
| LFG Wealth Partners, LLC | History | Added to | 142,092 | 3,096 | 1.29% | 1.32% | 13 | +13,920 | 10.86% | Q3 2026 | Oct 28, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 131,340 | 2,893 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 130,010 | 2,863 | 0.03% | 0.03% | 15 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | Added to | 123,728 | 2,696 | 0.58% | 0.56% | 16 | +7,413 | 6.37% | Q3 2026 | Nov 03, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 104,859 | 2,310 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 99,521 | 2,192 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Creative Planning | History | Reduced | 100,127 | 2,181 | 0.0% | 0.0% | 19 | -36,374 | -26.65% | Q3 2026 | Nov 02, 2026 |
| Trajan Wealth LLC | History | No change | 97,802 | 2,154 | 0.08% | 0.08% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 75,180 | 1,656 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 62,153 | 1,369 | 0.86% | 0.86% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Texas Yale Capital Corp. | History | No change | 60,818 | 1,339 | 0.03% | 0.03% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| APS Management Group, Inc. | History | Reduced | 61,208 | 1,333 | 0.96% | 1.45% | 24 | -24,704 | -28.76% | Q3 2026 | Oct 14, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 51,293 | 1,117 | 0.03% | 0.02% | 25 | +2,329 | 4.76% | Q3 2026 | Oct 21, 2026 |
| Anchor Bay Capital, Inc. | History | No change | 42,071 | 925 | 0.5% | 0.5% | 26 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cetera Investment Advisers | History | No change | 37,583 | 827 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 33,850 | 737 | 0.0% | 0.0% | 28 | +11,515 | 51.56% | Q3 2026 | Oct 30, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 28,086 | 618 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 26,570 | 585 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NewEdge Advisors, LLC | History | No change | 26,413 | 581 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | No change | 22,530 | 496 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| DEARBORN PARTNERS LLC | History | No change | 22,026 | 480 | 0.03% | 0.03% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 18,728 | 412 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 17,971 | 395 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MATHER GROUP, LLC. | History | Added to | 17,047 | 371 | 0.0% | 0.0% | 37 | +800 | 4.92% | Q3 2026 | Oct 14, 2026 |
| US BANCORP \DE\ | History | No change | 17,065 | 371 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Private Advisor Group, LLC | History | No change | 15,392 | 339 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Joseph P. Lucia & Associates, LLC | History | No change | 15,283 | 333 | 0.1% | 0.1% | 39 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| SEI INVESTMENTS CO | History | No change | 13,869 | 305 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 13,783 | 300 | 0.07% | 0.08% | 41 | -571 | -3.98% | Q3 2026 | Oct 19, 2026 |
| CreativeOne Wealth, LLC | History | No change | 13,411 | 295 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 12,765 | 277 | 0.02% | 0.02% | 43 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| CHOREO, LLC | History | No change | 11,938 | 260 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 11,950 | 256 | 0.0% | 0.0% | 45 | +22 | 0.18% | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 11,950 | 256 | 0.0% | 0.0% | 46 | +22 | 0.18% | Q3 2026 | Oct 20, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | No change | 11,273 | 248 | 0.05% | 0.05% | 47 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| Princeton Global Asset Management LLC | History | Reduced | 10,855 | 236 | 0.03% | 0.11% | 48 | -24,029 | -68.88% | Q3 2026 | Oct 21, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 10,813 | 235 | 0.0% | 0.0% | 49 | -118 | -1.08% | Q3 2026 | Nov 05, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | No change | 10,066 | 221 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Corient Private Wealth LP | History | No change | 10,066 | 221 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Allworth Financial LP | History | No change | 8,582 | 189 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ROYAL BANK OF CANADA | History | No change | 7,295 | 161 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 7,330 | 161 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Colonial Trust Co / SC | History | No change | 5,325 | 117 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WealthCollab, LLC | History | No change | 5,000 | 110 | 0.04% | 0.04% | 56 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Essential Investment Partners LLC | History | New | 2,245 | 48 | 0.03% | — | 57 | +2,245 | New | Q3 2026 | Oct 27, 2026 |
| SouthState Bank Corp | History | No change | 2,000 | 44 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 1,621 | 35 | 0.0% | 0.01% | 59 | -4,000 | -71.16% | Q3 2026 | Oct 20, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 981 | 21 | 0.0% | 0.0% | 61 | -452 | -31.54% | Q3 2026 | Oct 08, 2026 |
| Triumph Capital Management | History | No change | 1,000 | 21 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 736 | 16 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| JPMORGAN CHASE & CO | History | No change | 501 | 11 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Financial Network Wealth Advisors LLC | History | New | 500 | 10 | 0.01% | — | 67 | +500 | New | Q3 2026 | Oct 27, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 500 | 10 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 484 | 10 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AE Wealth Management LLC | History | No change | 469 | 10 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Spire Wealth Management | History | No change | 300 | 6 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 200 | 4 | 0.0% | 0.0% | 69 | -202 | -50.25% | Q3 2026 | Nov 04, 2026 |
| Oakmont Advisory Group, LLC | History | No change | 201 | 4 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Seed Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.31% | — | -22,100 | -100.0% | Q3 2026 | Oct 20, 2026 |
| Centurion Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -11,596 | -100.0% | Q3 2026 | Oct 13, 2026 |
| FMR LLC | History | No change | 42 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |