# GLOBAL X FDS RATE PREFERRED

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.

## Summary

- Issuer: GLOBAL X FDS
- Class: RATE PREFERRED
- CUSIP: 37954Y376
- 13F holders: 71
- 13F value: $132.7M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 71 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| MORGAN STANLEY | NEW YORK, NY | $50.0M | 2,292,260 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $5.7M | 261,724 |
| [Investment Partners Asset Management, Inc.](https://search.stillhousedata.com/firm/121812) | METUCHEN, NJ | $5.7M | 258,318 |
| [Ironsides Asset Advisors, LLC](https://search.stillhousedata.com/firm/161683) | ROCKY MOUNT, NC | $5.6M | 257,596 |
| [Foguth Wealth Management, LLC.](https://search.stillhousedata.com/firm/327434) | BRIGHTON, MI | $4.6M | 209,273 |
| OSAIC HOLDINGS, INC. | PHOENIX, AZ | $4.3M | 195,183 |
| [Bedel Financial Consulting, Inc.](https://search.stillhousedata.com/firm/105653) | INDIANAPOLIS, IN | $3.7M | 169,993 |
| Congress Wealth Management LLC / DE / | BOSTON, MA | $3.7M | 162,187 |
| [Leslie Global Wealth, LLC](https://search.stillhousedata.com/firm/128202) | Itasca, IL | $3.6M | 163,261 |
| [Gotham Asset Management, LLC](https://search.stillhousedata.com/firm/149335) | NEW YORK, NY | $3.2M | 145,587 |
| [Creative Planning](https://search.stillhousedata.com/firm/105348) | 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.](https://search.stillhousedata.com/firm/294197) | NEW YORK, NY | $2.8M | 130,322 |
| LFG Wealth Partners, LLC | ELIZABETHTOWN, KY | $2.8M | 128,172 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/37954Y376.md)
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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.