Public ownership evidence

Global X Variable Rate Preferred ETF (PFFV) Ownership Disclosures

Read PFFV insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Global X Variable Rate Preferred ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Corient Private Wealth LP
Report period
2026-06-30
Available
2026-08-28
Reported shares
10,066
Value (USD)
$221,754
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001948780-26-000011
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read PFFV fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read PFFV fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Scroll sideways to compare all columns. Select a heading to sort.

Corient Private Wealth LP2026-06-302026-08-2810,066$221,754None
WEST MICHIGAN ADVISORS, LLC2026-06-302026-08-2211,273$248,344None
Comprehensive Money Management Services LLC2026-06-302026-08-1862,153$1,369,231None
Corient Private Wealth LP2026-06-302026-08-1810,321$227,372None
DEARBORN PARTNERS LLC2026-06-302026-08-1821,864$481,664None
SEI INVESTMENTS CO2026-06-302026-08-1513,869$305,530None
OSAIC HOLDINGS, INC.2026-06-302026-08-15104,859$2,310,060None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1518,728$412,578None
Gotham Asset Management, LLC2026-06-302026-08-15159,156$3,506,207None
ROYAL BANK OF CANADA2026-06-302026-08-155,800$128,000None
ROYAL BANK OF CANADA2026-06-302026-08-151,495$33,000None
FIRST MANHATTAN CO. LLC.2026-06-302026-08-1528,086$618,735None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-152,385$52,542None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1572,795$1,603,683None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1597,343$2,144,466None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1566,454$1,463,979None
Trajan Wealth LLC2026-06-302026-08-1497,802$2,154,578None
CreativeOne Wealth, LLC2026-06-302026-08-1412,907$284,347None
CreativeOne Wealth, LLC2026-06-302026-08-14504$11,099None
Rockefeller Capital Management L.P.2026-06-302026-08-14131,340$2,893,435None
UBS Group AG2026-06-302026-08-141$22None
Creative Planning2026-06-302026-08-14136,501$3,007,117None
DEARBORN PARTNERS LLC2026-06-302026-08-1422,026$480,790None
MORGAN STANLEY2026-06-302026-08-142,508,715$55,267,001None
MORGAN STANLEY2026-06-302026-08-142,775$61,133None
MORGAN STANLEY2026-06-302026-08-141$31None
FMR LLC2026-06-302026-08-1442$925None
Corient Private Wealth LP2026-06-302026-08-1310,321$227,372None
Strategic Wealth Partners, Ltd.2026-06-302026-08-137,330$161,485None
Cetera Investment Advisers2026-06-302026-08-1337,583$827,960None
Ironsides Asset Advisors, LLC2026-06-302026-08-13201,430$4,437,499None
Texas Yale Capital Corp.2026-06-302026-08-1360,818$1,339,809None
Aptus Capital Advisors, LLC2026-06-302026-08-13484$10,663None
NewEdge Advisors, LLC2026-06-302026-08-1326,413$581,885None
SEGALL BRYANT & HAMILL, LLC2026-06-302026-08-1310,066$221,754None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-1317,971$395,901None
US BANCORP \DE\2026-06-302026-08-1317,065$375,942None
JPMORGAN CHASE & CO2026-06-302026-08-13501$11,077None
Anchor Bay Capital, Inc.2026-06-302026-08-1242,071$925,142None
Stratos Wealth Partners, LTD.2026-06-302026-08-1226,570$585,349None
Colonial Trust Co / SC2026-06-302026-08-125,325$117,736None
Allworth Financial LP2026-06-302026-08-128,582$189,062None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-122,920$64,328None
Diversify Advisory Services, LLC2026-06-302026-08-1111,928$262,783None
WealthCollab, LLC2026-06-302026-08-115,000$110,150None
LPL Financial LLC2026-06-302026-08-08309,674$6,822,126None
Joseph P. Lucia & Associates, LLC2026-06-302026-08-0815,283$336,684None
Bank of New York Mellon Corp2026-06-302026-08-072$44None
Bank of New York Mellon Corp2026-06-302026-08-0710,929$240,770None
SouthState Bank Corp2026-06-302026-08-072,000$44,060None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗WEST MICHIGAN ADVISORS, LLC ↗Comprehensive Money Management Services LLC ↗Corient Private Wealth LP ↗DEARBORN PARTNERS LLC ↗SEI INVESTMENTS CO ↗OSAIC HOLDINGS, INC. ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗Gotham Asset Management, LLC ↗ROYAL BANK OF CANADA ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

Aurora · AI research assistant

Try this in Aurora

Edit the request, then open it in Aurora. You choose when to send it.