PFFV institutional holders

GLOBAL X FDS · 13F, 2026Q2

Managers holding71
Shares held7,230,764
Reported value$159.3m
Quarter flows10 new, 34 added, 14 trimmed, 4 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
MORGAN STANLEY2,511,491$55.3m0.0%
Janney Montgomery Scott LLC712,399$15.7m0.0%
Cambridge Investment Research Advisors, Inc.495,930$10.9m0.0%
LPL Financial LLC309,674$6.8m0.0%
Investment Partners Asset Management, Inc.258,318$5.7m3.2%
Foguth Wealth Management, LLC.209,273$4.6m0.5%
Ironsides Asset Advisors, LLC201,430$4.4m1.0%
Bedel Financial Consulting, Inc.169,993$3.7m0.4%
BANK OF AMERICA CORP /DE/163,797$3.6m0.0%
Leslie Global Wealth, LLC163,261$3.6m1.4%
Gotham Asset Management, LLC159,156$3.5m0.0%
Creative Planning136,501$3.0m0.0%
Rockefeller Capital Management L.P.131,340$2.9m0.0%
BENJAMIN EDWARDS INC130,010$2.9m0.0%
LFG Wealth Partners, LLC128,172$2.8m1.3%
INTEGRAL INVESTMENT ADVISORS, INC.116,315$2.6m0.6%
OSAIC HOLDINGS, INC.104,859$2.3m0.0%
ENVESTNET ASSET MANAGEMENT INC99,521$2.2m0.0%
Trajan Wealth LLC97,802$2.2m0.1%
APS Management Group, Inc.85,912$1.9m1.5%
RAYMOND JAMES FINANCIAL INC75,180$1.7m0.0%
Comprehensive Money Management Services LLC62,153$1.4m0.9%
Texas Yale Capital Corp.60,818$1.3m0.0%
SBI Securities Co., Ltd.48,964$1.1m0.0%
DEARBORN PARTNERS LLC43,890$962,4540.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("PFFV"). PFFV price history · All 13F data

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