13F Insight
DOSSIER · 13F Holders · Q2 2026
PFFV

GLOBAL X FDS

77 institutions still hold GLOBAL X FDS as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 37954Y376·77 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$134M
visible holders
Holders
77
filers reporting
Concentration
41.29%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

77 institutions reported PFFV in Q2 2026. MORGAN STANLEY leads at 41.3% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$55M2.5M0.00%Q2 202602
Janney Montgomery Scott LLC
CIK 0001329948
$15M681K0.04%Q1 202603
LPL Financial LLC
CIK 0001403438
$7M310K0.00%Q2 202604
Investment Partners Asset Management, Inc.
CIK 0001384416
$6M258K3.16%Q2 202605
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$5M235K0.01%Q1 202606
Foguth Wealth Management, LLC.
CIK 0002016322
$5M209K0.53%Q2 202607
Ironsides Asset Advisors, LLC
CIK 0001615135
$4M201K1.04%Q2 202608
Bedel Financial Consulting, Inc.
CIK 0001730511
$4M170K0.35%Q2 202609
BANK OF AMERICA CORP /DE/
CIK 0000070858
$4M164K0.00%Q2 202610
Leslie Global Wealth, LLC
CIK 0001954832
$4M163K1.40%Q2 202611
Gotham Asset Management, LLC
CIK 0001510387
$4M159K0.01%Q2 202612
Creative Planning
CIK 0001540235
$3M137K0.00%Q2 202613
Rockefeller Capital Management L.P.
CIK 0001739439
$3M131K0.00%Q2 202614
BENJAMIN EDWARDS INC
CIK 0001451623
$3M130K0.03%Q2 202615
LFG Wealth Partners, LLC
CIK 0002044171
$3M128K1.32%Q2 202616
INTEGRAL INVESTMENT ADVISORS, INC.
CIK 0001902826
$3M116K0.56%Q2 202617
OSAIC HOLDINGS, INC.
CIK 0001677044
$2M105K0.00%Q2 202618
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$2M100K0.00%Q2 202619
Trajan Wealth LLC
CIK 0001934415
$2M96K0.09%Q1 202620
APS Management Group, Inc.
CIK 0001914985
$2M86K1.45%Q2 2026
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