# GLOBAL X FDS (AIQ)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/AIQ/

- Reporting holders: 31
- Reported value: $118.7M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [VALLEY WEALTH MANAGERS, INC.](https://holderbook.com/funds/924166-valley-wealth-managers-inc/) | $41.2M | 632,632 | 2.3% | 13 |
| [Cooper Financial Group](https://holderbook.com/funds/1751581-cooper-financial-group/) | $23.1M | 355,143 | 1.8% | 5 |
| [Intelligence Driven Advisers, LLC](https://holderbook.com/funds/1819955-intelligence-driven-advisers-llc/) | $9.8M | 150,475 | 1.7% | 4 |
| [Decker Wealth Management LLC](https://holderbook.com/funds/2129751-decker-wealth-management-llc/) | $9.3M | 142,010 | 1.9% | 3 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $6.2M | 95,606 | 0.0% | 16 |
| [Pacific Wealth Management](https://holderbook.com/funds/1852338-pacific-wealth-management/) | $5.5M | 84,913 | 2.4% | 1 |
| [Green Ridge Wealth Planning LLC](https://holderbook.com/funds/2117069-green-ridge-wealth-planning-llc/) | $5.0M | 76,524 | 2.0% | 4 |
| [Silverleafe Capital Partners, LLC](https://holderbook.com/funds/1535611-silverleafe-capital-partners-llc/) | $3.4M | 52,319 | 1.0% | 9 |
| [Financial Enhancement Group LLC](https://holderbook.com/funds/1641438-financial-enhancement-group-llc/) | $3.2M | 48,608 | 0.4% | 6 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $2.7M | 41,902 | 0.2% | 14 |
| [Acropolis Investment Management, LLC](https://holderbook.com/funds/1318601-acropolis-investment-management-llc/) | $1.7M | 25,390 | 0.1% | 4 |
| [BOS Asset Management, LLC](https://holderbook.com/funds/1965814-bos-asset-management-llc/) | $1.1M | 17,039 | 0.3% | 5 |
| [David J Yvars Group](https://holderbook.com/funds/1836266-david-j-yvars-group/) | $1.1M | 16,660 | 0.5% | 7 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $1.1M | 16,160 | 0.0% | 5 |
| [Stonebridge Financial Group, LLC](https://holderbook.com/funds/2009367-stonebridge-financial-group-llc/) | $853.4K | 13,097 | 0.1% | 5 |
| [FELL CAPITAL MANAGEMENT /ADV](https://holderbook.com/funds/850601-fell-capital-management-adv/) | $769.3K | 11,807 | 0.7% | 4 |
| [Successful Portfolios LLC](https://holderbook.com/funds/1721780-successful-portfolios-llc/) | $598.3K | 8,950 | 0.3% | 5 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $352.3K | 5,407 | 0.0% | 11 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $308.3K | 4,732 | 0.0% | 6 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $283.9K | 4,357 | 0.0% | 2 |
| [PRIVATE CLIENT SERVICES, LLC](https://holderbook.com/funds/1457005-private-client-services-llc/) | $216.9K | 3,329 | 0.1% | 1 |
| [AVAII WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1904431-avaii-wealth-management-llc/) | $205.9K | 3,108 | 0.1% | 2 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $202.4K | 3,106 | 0.1% | 7 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $150.8K | 2,313 | 0.1% | 2 |
| [Go Invest LLC](https://holderbook.com/funds/2139692-go-invest-llc/) | $90.9K | 1,396 | 0.0% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 31 | $118.7M |
| Q2 2026 | 693 | $5.4B |
| Q1 2026 | 571 | $4.0B |
| Q4 2025 | 564 | $4.0B |
| Q3 2025 | 490 | $3.2B |
| Q2 2025 | 414 | $1.7B |
| Q1 2025 | 361 | $1.3B |
| Q4 2024 | 343 | $1.2B |
| Q3 2024 | 289 | $979.6M |
| Q2 2024 | 265 | $864.3M |
| Q1 2024 | 219 | $785.8M |
| Q4 2023 | 162 | $411.4M |