13F Insight
DOSSIER · 13F Holders · Q1 2026
PFFV

GLOBAL X FDS

71 institutions still hold GLOBAL X FDS as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 37954Y376·71 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$129M
visible holders
Holders
71
filers reporting
Concentration
38.79%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

71 institutions reported PFFV in Q1 2026. MORGAN STANLEY leads at 38.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$50M2.3M0.00%Q1 202602
Janney Montgomery Scott LLC
CIK 0001329948
$15M681K0.04%Q1 202603
LPL Financial LLC
CIK 0001403438
$6M262K0.00%Q1 202604
Ironsides Asset Advisors, LLC
CIK 0001615135
$6M258K1.41%Q1 202605
Investment Partners Asset Management, Inc.
CIK 0001384416
$6M254K3.42%Q1 202606
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$5M235K0.01%Q1 202607
Foguth Wealth Management, LLC.
CIK 0002016322
$5M209K0.53%Q2 202608
OSAIC HOLDINGS, INC.
CIK 0001677044
$4M195K0.01%Q1 202609
Bedel Financial Consulting, Inc.
CIK 0001730511
$4M167K0.41%Q1 202610
Leslie Global Wealth, LLC
CIK 0001954832
$4M163K1.40%Q2 202611
Gotham Asset Management, LLC
CIK 0001510387
$3M146K0.01%Q1 202612
Creative Planning
CIK 0001540235
$3M144K0.00%Q1 202613
BENJAMIN EDWARDS INC
CIK 0001451623
$3M136K0.03%Q1 202614
BANK OF AMERICA CORP /DE/
CIK 0000070858
$3M136K0.00%Q1 202615
Rockefeller Capital Management L.P.
CIK 0001739439
$3M130K0.01%Q1 202616
INTEGRAL INVESTMENT ADVISORS, INC.
CIK 0001902826
$3M116K0.56%Q2 202617
LFG Wealth Partners, LLC
CIK 0002044171
$2M101K1.34%Q1 202618
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$2M96K0.00%Q1 202619
Trajan Wealth LLC
CIK 0001934415
$2M96K0.09%Q1 202620
APS Management Group, Inc.
CIK 0001914985
$2M86K1.45%Q2 2026
Page 1 of 4
51 more holders available. Log in →