SEC 13F Intelligence

PFFVGLOBAL X FDS

CUSIP 37954Y376 · Yahoo Finance ↗ · Google Finance ↗

Global X Fds (PFFV) has 63 institutional holders in Filings Flow’s 13F database, together reporting 6.31M shares worth $139M as of Q1 2026. The largest reported holders are Morgan Stanley, Janney Montgomery Scott LLC, and Columbus Macro, LLC.

Institutional Holders
63
Q1 2026
Reported Value
$139M
Ticker
PFFV
Quarters Tracked
24

Ownership Trend

Institutional holders
Q2 ’20: 2Q2 ’20Q3 ’20: 3Q4 ’20: 3Q1 ’21: 6Q1 ’21Q2 ’21: 11Q3 ’21: 14Q4 ’21: 26Q4 ’21Q1 ’22: 37Q2 ’22: 42Q3 ’22: 52Q3 ’22Q4 ’22: 54Q1 ’23: 55Q2 ’23: 53Q2 ’23Q3 ’23: 46Q4 ’23: 55Q1 ’24: 55Q1 ’24Q2 ’24: 60Q3 ’24: 58Q4 ’24: 57Q4 ’24Q1 ’25: 66Q2 ’25: 72Q3 ’25: 69Q3 ’25Q4 ’25: 69Q1 ’26: 63filingsflow.com
Total reported value
Q2 ’20: $2MQ2 ’20Q3 ’20: $2MQ4 ’20: $218,000Q1 ’21: $1MQ1 ’21Q2 ’21: $5MQ3 ’21: $8MQ4 ’21: $28MQ4 ’21Q1 ’22: $41MQ2 ’22: $57MQ3 ’22: $125MQ3 ’22Q4 ’22: $114MQ1 ’23: $99MQ2 ’23: $55MQ2 ’23Q3 ’23: $41MQ4 ’23: $53MQ1 ’24: $49MQ1 ’24Q2 ’24: $52MQ3 ’24: $46MQ4 ’24: $55MQ4 ’24Q1 ’25: $75MQ2 ’25: $128MQ3 ’25: $161MQ3 ’25Q4 ’25: $132MQ1 ’26: $139Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Investment Partners Asset Management, Inc.$162M AUM3.42%$6M253.7KQ1 2026
Leslie Global Wealth, LLC$190M AUM1.84%$3M159.7KQ1 2026
AXS Investments LLC$290M AUM1.81%$4M179.8KQ3 2025OLDER
APS Management Group, Inc.$130M AUM1.55%$2M82.8KQ1 2026
Ironsides Asset Advisors, LLC$399M AUM1.41%$6M257.6KQ1 2026
LFG Wealth Partners, LLC$166M AUM1.31%$2M92.7KQ4 2025OLDER
Columbus Macro, LLC$936M AUM1.16%$10M439.5KQ3 2025OLDER
Comprehensive Money Management Services LLC$152M AUM0.99%$2M69.1KQ1 2026
INTEGRAL INVESTMENT ADVISORS, INC.$454M AUM0.59%$2M108.5KQ1 2026
Seed Wealth Management, Inc.$145M AUM0.45%$648,30129.7KQ1 2026
Bedel Financial Consulting, Inc.$888M AUM0.41%$4M166.5KQ1 2026
Princeton Global Asset Management LLC$613M AUM0.36%$2M102.2KQ1 2026
NAPA WEALTH MANAGEMENT$213M AUM0.31%$657,14028.4KQ3 2025OLDER
PUREfi Wealth, LLC$153M AUM0.19%$241,00110.6KQ2 2025OLDER
Ballast, Inc.$432M AUM0.12%$292,27312.8KQ2 2025OLDER
Joseph P. Lucia & Associates, LLC$280M AUM0.12%$324,32514.9KQ1 2026
HOWARD WEALTH MANAGEMENT, LLC$238M AUM0.10%$226,20210.2KQ4 2025OLDER
Acorn Wealth Advisors, LLC$343M AUM0.09%$313,32314.4KQ1 2026
Trajan Wealth LLC$2.5B AUM0.08%$2M96.3KQ1 2026
Paulson Wealth Management Inc.$427M AUM0.08%$290,60912.7KQ2 2025OLDER
WEST MICHIGAN ADVISORS, LLC$455M AUM0.06%$294,15813.5KQ1 2026
Centurion Wealth Management LLC$418M AUM0.06%$274,52512.6KQ1 2026
BEACON FINANCIAL GROUP$1.0B AUM0.05%$554,53724.0KQ3 2025OLDER
FLC Capital Advisors$560M AUM0.05%$252,51011.1KQ2 2025OLDER
Firestone Capital Management$480M AUM0.04%$205,4288.9KQ3 2025OLDER
CW Advisors, LLC$10.3B AUM0.04%$4M162.2KQ2 2025OLDER
North Capital, Inc.$118M AUM0.03%$44,0411.9KQ3 2025OLDER
Texas Yale Capital Corp.$3.5B AUM0.03%$1M51.0KQ1 2026
BENJAMIN EDWARDS INC$10.1B AUM0.03%$3M136.0KQ1 2026
DEARBORN PARTNERS LLC$1.8B AUM0.03%$480,79022.0KQ1 2026
SBI Securities Co., Ltd.$3.6B AUM0.02%$901,72741.3KQ1 2026
Strategic Wealth Partners, Ltd.$1.5B AUM0.02%$309,83613.9KQ1 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.02%$278,27712.8KQ1 2026
Colonial Trust Co / SC$735M AUM0.02%$116,2985.3KQ1 2026
PRIVATE TRUST CO NA$1.1B AUM0.01%$122,6975.6KQ1 2026
Gotham Asset Management, LLC$32.7B AUM0.01%$3M145.6KQ1 2026
Ausdal Financial Partners, Inc.$2.3B AUM0.01%$210,0479.6KQ1 2026
CreativeOne Wealth, LLC$4.3B AUM0.01%$367,18616.5KQ4 2025OLDER
Stratos Wealth Partners, LTD.$8.8B AUM0.01%$579,41326.5KQ1 2026
Glassman Wealth Services$736M AUM0.01%$48,7062.2KQ4 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.01%$4M195.2KQ1 2026
HARBOUR INVESTMENTS, INC.$6.5B AUM0.01%$392,27618.0KQ1 2026
GeoWealth Management, LLC$2.8B AUM0.01%$139,8886.1KQ2 2025OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.01%$3M130.3KQ1 2026
MATHER GROUP, LLC.$10.0B AUM0.00%$500,23922.9KQ1 2026
DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM0.00%$264,94911.9KQ1 2026
Triumph Capital Management$491M AUM0.00%$21,8281.0KQ1 2026
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.00%$86,6583.9KQ4 2025OLDER
Prospera Financial Services Inc$6.2B AUM0.00%$227,01210.4KQ1 2026
COMERICA BANK$25.1B AUM0.00%$781,56635.2KQ4 2025OLDER
SEGALL BRYANT & HAMILL, LLC$7.0B AUM0.00%$224,06610.1KQ4 2025OLDER
MORGAN STANLEY$1.67T AUM0.00%$48M2.17MQ1 2026
CHOREO, LLC$8.1B AUM0.00%$227,84410.4KQ1 2026
Creative Planning$147.4B AUM0.00%$3M144.2KQ1 2026
SouthState Bank Corp$2.1B AUM0.00%$43,6572.0KQ1 2026
Dunhill Financial, LLC$424M AUM0.00%$7,688346Q4 2025OLDER
FIRST MANHATTAN CO. LLC.$36.1B AUM0.00%$613,07028.1KQ1 2026
NewEdge Advisors, LLC$27.7B AUM0.00%$460,97620.7KQ4 2025OLDER
LPL Financial LLC$376.6B AUM0.00%$6M261.7KQ1 2026
Private Advisor Group, LLC$21.3B AUM0.00%$248,25311.4KQ1 2026
Blue Trust, Inc.$8.7B AUM0.00%$77,5203.4KQ2 2025OLDER
Cetera Investment Advisers$94.0B AUM0.00%$831,09638.1KQ1 2026
NBC SECURITIES, INC.$1.3B AUM0.00%$10,914500Q1 2026
IFP Advisors, Inc$4.8B AUM0.00%$30,1721.3KQ4 2025OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.00%$11,791510Q3 2025OLDER
Allworth Financial LP$24.7B AUM0.00%$181,8308.3KQ1 2026
TRUIST FINANCIAL CORP$74.2B AUM0.00%$539,10224.7KQ1 2026
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$2M96.4KQ1 2026
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM0.00%$8,695398Q1 2026
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$2M74.0KQ1 2026
HOWE & RUSLING INC$1.5B AUM0.00%$6,726295Q2 2025OLDER
US BANCORP \DE\$82.4B AUM0.00%$372,50017.1KQ1 2026
FIFTH THIRD BANCORP$54.7B AUM0.00%$214,0059.8KQ1 2026
Ashton Thomas Private Wealth, LLC$4.2B AUM0.00%$16,066736Q1 2026
Kestra Advisory Services, LLC$26.4B AUM0.00%$80,4913.6KQ4 2025OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$230,83410.4KQ4 2025OLDER
CWM, LLC$38.1B AUM0.00%$107,0464.9KQ1 2026
WHITTIER TRUST CO OF NEVADA INC$4.9B AUM0.00%$11,955533Q4 2025OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$269,14511.6KQ3 2025OLDER
AlphaCore Capital LLC$4.2B AUM0.00%$10,140450Q4 2025OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$23,6971.1KQ1 2026
Spire Wealth Management$3.3B AUM0.00%$6,548300Q1 2026
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$3M135.8KQ1 2026
SEI INVESTMENTS CO$108.4B AUM0.00%$225,28010.3KQ1 2026
UBS Group AG$666.3B AUM0.00%$1M53.2KQ1 2026
Parallel Advisors, LLC$5.6B AUM0.00%$6,703294Q2 2025OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$835,76137.6KQ4 2025OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$5,410234Q3 2025OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$653,49629.9KQ1 2026
Aptus Capital Advisors, LLC$12.7B AUM0.00%$10,565484Q1 2026
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$13,097600Q1 2026
SageView Advisory Group, LLC$3.0B AUM0.00%$1,55670Q4 2025OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$228,73210.5KQ1 2026
AE Wealth Management LLC$18.5B AUM0.00%$6,963319Q1 2026
ROYAL BANK OF CANADA$570.1B AUM0.00%$155,0007.1KQ1 2026
JPMORGAN CHASE & CO$1.56T AUM0.00%$823,35035.6KQ3 2025OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$34,6801.5KQ3 2025OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$1,18051Q3 2025OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.