GLOBAL X FDS

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PFFV·37954Y376·US·preferred·Unknown - Unknown

RATE PREFERRED

PFFV (GLOBAL X FDS) is held by 27 institutional investors as of Q1 2026. Largest holders: MORGAN STANLEY ($50M), LPL Financial LLC ($5.7M), OSAIC HOLDINGS, INC. ($4.3M). Net institutional sentiment: Mixed.

27

Holders

Avg rating(6 Elite)

$84.8M

Total Value

61% (32)

Fund Consensus

17 buying - 11 selling

Smart Money Verdict

View all

58Mixed MomentumSingle Source

Institutional (13F)58

Insider (Form 4)

No data

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

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See how PFFV's score breaks down across 4 SEC sources

Holder Quality

6

★★★★★

Elite

11

★★★★

Strong

10

★★★

Solid

5

★★

Below

0

★

Weak

Held by 27 funds

6 elite

No recent insider, activist, or congressional trades found for this stock

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (27)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	Increased	2.3M(+5.5%)	$50M	0.0%	+4.36%	31
LPL Financial LLC	Increased	261,724	$5.7M	0.0%	+6.99%	27
OSAIC HOLDINGS, INC.	Increased	195,183(+84.8%)	$4.3M	0.0%	-0.15%	42
GAGotham Asset Management, LLC	Increased	145,587(+85.0%)	$3.2M	0.0%	+0.98%	41
Creative Planning	Decreased	144,234(-14.0%)	$3.1M	0.0%	+8.28%	0
BENJAMIN EDWARDS INC	Decreased	135,963(-2.3%)	$3M	0.0%	+0.77%	0
BANK OF AMERICA CORP /DE/	Increased	135,828(+4.7%)	$3M	0.0%	+1.51%	28
Rockefeller Capital Management L.P.	Increased	130,322(+0.9%)	$2.8M	0.0%	+8.08%	26
ENVESTNET ASSET MANAGEMENT INC	Increased	96,426(+8.5%)	$2.1M	0.0%	+1.13%	28
RAYMOND JAMES FINANCIAL INC	Increased	74,043(+8.3%)	$1.6M	0.0%	+1.27%	28
UBS Group AG	Increased	53,155(+2487.9%)	$1.2M	0.0%	-0.36%	41
Cetera Investment Advisers	Decreased	38,074(-11.9%)	$831,096	0.0%	+0.15%	0
JANE STREET GROUP, LLC	New	29,938	$653,496	0.0%	-0.40%	34
FIRST MANHATTAN CO. LLC.	Unchanged	28,086	$613,070	0.0%	-0.54%	0
TRUIST FINANCIAL CORP	Decreased	24,697(-2.5%)	$539,102	0.0%	+6.84%	0
MAMATHER GROUP, LLC.	New	22,917	$500,239	0.0%	-0.40%	33
US BANCORP \DE\	Unchanged	17,065	$372,500	0.0%	+14.85%	0
Private Advisor Group, LLC	New	11,373	$248,253	0.0%	-0.40%	32
Bank of New York Mellon Corp	Decreased	10,479(-2.1%)	$228,732	0.0%	+0.77%	0
SEI INVESTMENTS CO	New	10,321	$225,280	0.0%	-0.40%	32

Showing 1-20 of 32

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer