GLOBAL X FDS (AGNG)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
45
Reporting holders
$26.5M
Reported value
0.0%
Held as options
+6
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Cetera Investment Advisers | $3.7M | 102,968 | 0.00% | 4q | +43.8%+$1.1M |
| Paller Financial Services Inc | $3.1M | 85,907 | 2.31% | 3q | +166.8%+$1.9M |
| Aspire Capital Advisors LLC | $2.4M | 67,440 | 0.47% | 2q | +4.1%+$95.1K |
| CITADEL ADVISORS LLC | $2.0M | 55,642 | 0.00% | 2q | +79.2%+$885.7K |
| INDEPENDENT FINANCIAL GROUP, LLC | $2.0M | 54,765 | 0.04% | 3q | +9.8%+$176.0K |
| LPL Financial LLC | $1.5M | 40,309 | 0.00% | 25q | +6.6%+$89.2K |
| Daiwa Securities Group Inc. | $1.4M | 40,000 | 0.00% | 14q | HELD |
| RAYMOND JAMES FINANCIAL INC | $1.3M | 36,850 | 0.00% | 7q | -1.4%-$18.5K |
| BANK OF AMERICA CORP /DE/ | $1.3M | 36,145 | 0.00% | 17q | +12.7%+$146.5K |
| Lido Advisors, LLC | $1.1M | 29,179 | 0.00% | 9q | +13.5%+$125.5K |
| NewEdge Advisors, LLC | $1.0M | 28,910 | 0.00% | 3q | +10.5%+$99.0K |
| JANE STREET GROUP, LLC | $974.7K | 27,063 | 0.00% | 2q | -43.3%-$743.4K |
| Bright Futures Wealth Management, LLC. | $859.6K | 23,866 | 0.56% | 3q | -55.7%-$1.1M |
| OSAIC HOLDINGS, INC. | $599.8K | 16,651 | 0.00% | 19q | -6.7%-$43.3K |
| OPPENHEIMER & CO INC | $556.9K | 15,463 | 0.01% | 7q | -2.6%-$15.1K |
| Oder Investment Management, LLC | $405.5K | 11,258 | 0.27% | 15q | HELD |
| Connecticut Capital Management Group, LLC | $309.3K | 8,589 | 0.25% | 2q | +46.7%+$98.5K |
| Stratos Wealth Partners, LTD. | $283.8K | 7,881 | 0.00% | 11q | HELD |
| REDW Wealth LLC | $273.0K | 7,579 | 0.10% | 10q | -61.0%-$426.9K |
| Arkadios Wealth Advisors | $248.2K | 6,893 | 0.00% | 8q | -3.6%-$9.1K |
| Farther Finance Advisors, LLC | $243.4K | 6,757 | 0.00% | 4q | HELD |
| SWEENEY & MICHEL, LLC | $233.7K | 6,163 | 0.06% | 2q | +5.3%+$11.8K |
| NORTHBRIDGE FINANCIAL GROUP, LLC | $215.9K | 5,993 | 0.08% | 3q | -1.7%-$3.8K |
| PNC Financial Services Group, Inc. | $122.5K | 3,400 | 0.00% | 7q | +17.2%+$18.0K |
| FIFTH THIRD BANCORP | $72.0K | 2,000 | 0.00% | 2q | HELD |
| NATIONAL BANK OF CANADA /FI/ | $57.3K | 1,591 | 0.00% | new | NEW |
| Global Retirement Partners, LLC | $50.4K | 1,398 | 0.00% | 7q | +63.9%+$19.6K |
| MORGAN STANLEY | $22.0K | 611 | 0.00% | 25q | HELD |
| IFP Advisors, Inc | $21.6K | 600 | 0.00% | 4q | HELD |
| Ashton Thomas Private Wealth, LLC | $20.3K | 564 | 0.00% | 2q | +60.2%+$7.6K |
| HARBOUR INVESTMENTS, INC. | $12.8K | 356 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $12.7K | 352 | 0.00% | 2q | HELD |
| Rossby Financial, LCC | $8.9K | 246 | 0.00% | 4q | +446.7%+$7.2K |
| LFA - Lugano Financial Advisors SA | $8.5K | 236 | 0.01% | new | NEW |
| FMR LLC | $7.7K | 215 | 0.00% | 13q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $7.2K | 200 | 0.00% | new | NEW |
| Elevated Capital Advisors, LLC | $6.4K | 179 | 0.00% | 3q | HELD |
| ROYAL BANK OF CANADA | $6.0K | 170 | 0.00% | new | NEW |
| Realta Investment Advisors | $5.7K | 158 | 0.00% | 4q | +12.9% |
| Geneos Wealth Management Inc. | $4.5K | 124 | 0.00% | 6q | HELD |
| SIMPLEX TRADING, LLC | $2.3K | 63 | 0.00% | 3q | -70.0%-$5.3K |
| MERCER GLOBAL ADVISORS INC /ADV | $1.4K | 40 | 0.00% | new | NEW |
| FLOW TRADERS U.S. LLC | $1.3K | 37,210 | 0.06% | 2q | +74.5% |
| BANK OF MONTREAL /CAN/ | $792 | 22 | 0.00% | 11q | HELD |
| Cambridge Investment Research Advisors, Inc. | $656 | 18,208 | 0.00% | 2q | +199.2% |
| Richard W. Paul & Associates, LLC | $612 | 17 | 0.00% | 15q | HELD |
| VALLEY NATIONAL ADVISERS INC | $9 | 0 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 45 | $26.5M | 734,813 | 7 | 16 | 9 | 0.0% |
| Q1 2026 | 39 | $24.2M | 679,579 | 9 | 13 | 3 | 0.0% |
| Q4 2025 | 35 | $14.4M | 402,269 | 9 | 7 | 8 | 0.0% |
| Q3 2025 | 30 | $9.4M | 282,037 | 7 | 5 | 8 | 0.0% |
| Q2 2025 | 27 | $9.1M | 286,136 | 1 | 6 | 11 | 0.0% |
| Q1 2025 | 31 | $10.8M | 345,267 | 2 | 5 | 11 | 0.0% |
| Q4 2024 | 31 | $12.7M | 421,806 | 7 | 3 | 8 | 0.0% |
| Q3 2024 | 26 | $8.5M | 258,830 | 3 | 10 | 4 | 0.0% |
| Q2 2024 | 26 | $7.8M | 248,182 | 3 | 4 | 10 | 0.0% |
| Q1 2024 | 25 | $6.2M | 205,083 | 9 | 6 | 5 | 0.0% |
| Q4 2023 | 19 | $5.6M | 198,589 | 4 | 4 | 5 | 0.0% |
| Q3 2023 | 17 | $4.9M | 187,757 | 1 | 4 | 6 | 0.0% |
| Q2 2023 | 21 | $8.3M | 297,804 | 6 | 6 | 3 | 0.0% |
| Q1 2023 | 16 | $9.7M | 362,896 | 3 | 4 | 4 | 0.0% |
| Q4 2022 | 18 | $9.8M | 374,252 | 4 | 4 | 4 | 0.0% |
| Q3 2022 | 19 | $8.9M | 378,226 | 3 | 4 | 3 | 0.0% |
| Q2 2022 | 18 | $21.4M | 844,128 | 1 | 4 | 7 | 0.0% |
| Q1 2022 | 22 | $25.8M | 900,002 | 1 | 6 | 9 | 0.0% |
| Q4 2021 | 21 | $32.9M | 1,141,417 | 5 | 2 | 5 | 0.0% |
| Q3 2021 | 17 | $30.0M | 1,031,483 | 2 | 5 | 4 | 0.0% |
| Q2 2021 | 17 | $28.6M | 935,202 | 2 | 5 | 2 | 0.0% |
| Q1 2021 | 20 | $10.4M | 372,660 | 3 | 4 | 5 | 0.0% |
| Q4 2020 | 21 | $24.6M | 881,763 | 4 | 5 | 2 | 0.0% |
| Q3 2020 | 17 | $19.9M | 776,887 | 4 | 3 | 4 | 0.0% |
| Q2 2020 | 16 | $7.2M | 293,769 | 2 | 7 | 3 | 0.0% |
| Q1 2020 | 19 | $7.0M | 345,771 | 4 | 6 | 4 | 0.0% |
| Q4 2019 | 19 | $7.4M | 312,590 | 5 | 5 | 2 | 0.0% |
| Q3 2019 | 14 | $5.5M | 260,709 | 1 | 2 | 6 | 0.0% |
| Q2 2019 | 16 | $9.3M | 439,899 | 5 | 3 | 2 | 0.0% |
| Q1 2019 | 12 | $7.6M | 353,617 | 3 | 4 | 1 | 0.0% |
| Q4 2018 | 10 | $6.5M | 339,532 | 1 | 1 | 0 | 0.0% |