GLOBAL X FDS

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PFFV·37954Y376·US·Preferred Stock

PFFV (GLOBAL X FDS) is held by 30 institutional investors as of Q2 2026. Largest holders: MORGAN STANLEY ($55.3M), LPL Financial LLC ($6.8M), BANK OF AMERICA CORP /DE/ ($3.6M). Net institutional sentiment: Bullish.

30

Holders

(7 Elite)

$89.9M

Total Value

69% (29)

Consensus

20 buying - 9 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)27

Insider (Form 4)49

Activist (13D/13G)30

Congressional (STOCK Act)49

Holder Quality

83

★★★★★

Elite

27

★★★★

Strong

11

★★★

Solid

49

★★

Below

60

★

Weak

Held by 30 funds

7 elite

Who's Trading

Source dates: Price Oct 15, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for PFFV.

Top Holders

Top Holders (30)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	Increased	2.5M(+9.6%)	$55.3M	0.0%	+5.18%	32
LPL Financial LLC	Increased	309,674(+18.3%)	$6.8M	0.0%	+6.96%	32
BANK OF AMERICA CORP /DE/	Increased	163,797(+20.6%)	$3.6M	0.0%	+2.53%	32
GAGotham Asset Management, LLC	Increased	159,156(+9.3%)	$3.5M	0.0%	+2.72%	29
Creative Planning	Decreased	136,501(-5.4%)	$3M	0.0%	+9.59%	0
Rockefeller Capital Management L.P.	Increased	131,340(+0.8%)	$2.9M	0.0%	+9.32%	26
BENJAMIN EDWARDS INC	Decreased	130,010(-4.4%)	$2.9M	0.0%	+1.94%	0
OSAIC HOLDINGS, INC.	Decreased	104,859(-46.3%)	$2.3M	0.0%	+2.11%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	99,521(+3.2%)	$2.2M	0.0%	+2.79%	27
RAYMOND JAMES FINANCIAL INC	Increased	75,180(+1.5%)	$1.7M	0.0%	+2.36%	26
Cetera Investment Advisers	Decreased	37,583(-1.3%)	$827,960	0.0%	+1.81%	0
FIRST MANHATTAN CO. LLC.	Unchanged	28,086	$618,735	0.0%	+1.17%	0
NewEdge Advisors, LLC	Increased	26,413(+11.2%)	$581,885	0.0%	+5.69%	27
FIFTH THIRD BANCORP	Increased	22,530(+129.8%)	$496,337	0.0%	+0.98%	39
TRUIST FINANCIAL CORP	Decreased	22,335(-9.6%)	$492,041	0.0%	+7.93%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	New	18,728	$412,578	0.0%	-0.19%	37
US BANCORP \DE\	Unchanged	17,065	$375,942	0.0%	+15.93%	0
MAMATHER GROUP, LLC.	Decreased	16,247(-29.1%)	$357,921	0.0%	+2.73%	0
Private Advisor Group, LLC	Increased	15,392(+35.3%)	$339,084	0.0%	+1.81%	31
SEI INVESTMENTS CO	Increased	13,869(+34.4%)	$305,530	0.0%	+1.82%	30

Showing 1-20 of 32

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PFFVGLOBAL X FDS

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer