GLOBAL X (PFFV) is held by 28 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is MORGAN STANLEY as of Q1 2026.

Are institutions buying or selling PFFV?

In Q1 2026, 18 institutions opened or increased positions in GLOBAL X while 10 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on PFFV?

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for GLOBAL X.

How many hedge funds hold PFFV?

28 institutional investors report holding GLOBAL X (PFFV) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into PFFV?

As of Q1 2026, tracked institutions in GLOBAL X show 18 buyers versus 10 sellers — net inflows.

GLOBAL X

PFFV·37954Y376·US·Preferred Stock·Unknown - Unknown

Holders

Avg rating(10 Elite)

$85.3M

Total Value

64% (32)

Fund Consensus

18 buying - 10 selling

No verdict yet — fewer than 2 funds hold PFFV.

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

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	Increased	2.3M(+5.5%)	$50M	0.0%	+3.00%	31
LPL Financial LLC	Increased	261,724	$5.7M	0.0%	+5.59%	27
OSAIC HOLDINGS, INC.	Increased	195,183(+84.8%)	$4.3M	0.0%	-1.45%	42
GAGotham Asset Management, LLC	Increased	145,587(+85.0%)	$3.2M	0.0%	-0.33%	41
Creative Planning	Decreased	144,234(-14.0%)	$3.1M	0.0%	+6.87%	0
BENJAMIN EDWARDS INC	Decreased	135,963(-2.3%)	$3M	0.0%	-0.54%	0
BANK OF AMERICA CORP /DE/	Increased	135,828(+4.7%)	$3M	0.0%	+0.19%	28
Rockefeller Capital Management L.P.	Increased	130,322(+0.9%)	$2.8M	0.0%	+6.67%	26
ENVESTNET ASSET MANAGEMENT INC	Increased	96,426(+8.5%)	$2.1M	0.0%	-0.19%	28
RAYMOND JAMES FINANCIAL INC	Increased	74,043(+8.3%)	$1.6M	0.0%	-0.05%	28
UBS Group AG	Increased	53,155(+2487.9%)	$1.2M	0.0%	-1.66%	41
Cetera Investment Advisers	Decreased	38,074(-11.9%)	$831,096	0.0%	-1.15%	0
JANE STREET GROUP, LLC	New	29,938	$653,496	0.0%	-1.70%	34
FIRST MANHATTAN CO. LLC.	Unchanged	28,086	$613,070	0.0%	-1.83%	0
TRUIST FINANCIAL CORP	Decreased	24,697(-2.5%)	$539,102	0.0%	+5.45%	0
NewEdge Advisors, LLC	Increased	23,762(+14.5%)	$518,691	0.0%	+5.96%	28
MAMATHER GROUP, LLC.	New	22,917	$500,239	0.0%	-1.70%	33
$US BANCORP \DE\$ US BANCORP \DE\	Unchanged	17,065	$372,500	0.0%	+13.35%	0
Private Advisor Group, LLC	New	11,373	$248,253	0.0%	-1.70%	32
Bank of New York Mellon Corp	Decreased	10,479(-2.1%)	$228,732	0.0%	-0.54%	0