GLOBAL X FDS RATE PREFERRED is a security (CUSIP 37954Y376) tracked across SEC portfolio filings. 71 institutional managers reported $132.7M on Form 13F as of 2026-06-30.
Showing 15 of 71 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| MORGAN STANLEY | NEW YORK, NY | $50.0M | 2,292,260 |
| LPL Financial LLC | FORT MILL, SC | $5.7M | 261,724 |
| Investment Partners Asset Management, Inc. | METUCHEN, NJ | $5.7M | 258,318 |
| Ironsides Asset Advisors, LLC | ROCKY MOUNT, NC | $5.6M | 257,596 |
| Foguth Wealth Management, LLC. | BRIGHTON, MI | $4.6M | 209,273 |
| OSAIC HOLDINGS, INC. | PHOENIX, AZ | $4.3M | 195,183 |
| Bedel Financial Consulting, Inc. | INDIANAPOLIS, IN | $3.7M | 169,993 |
| Congress Wealth Management LLC / DE / | BOSTON, MA | $3.7M | 162,187 |
| Leslie Global Wealth, LLC | Itasca, IL | $3.6M | 163,261 |
| Gotham Asset Management, LLC | NEW YORK, NY | $3.2M | 145,587 |
| Creative Planning | Overland Park, KS | $3.1M | 144,234 |
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $3.0M | 135,828 |
| BENJAMIN EDWARDS INC | Clayton, MO | $2.9M | 130,010 |
| Rockefeller Capital Management L.P. | NEW YORK, NY | $2.8M | 130,322 |
| LFG Wealth Partners, LLC | ELIZABETHTOWN, KY | $2.8M | 128,172 |