GLOBAL X FDS (AIQ)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
666
Reporting holders
$5.3B
Reported value
1.4%
Held as options
+119
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 |
|---|---|---|---|---|---|
| PNC Financial Services Group, Inc. | $1.2B | 17,795,535 | 0.58% | 24q | -34.5%-$614.9M |
| BANK OF AMERICA CORP /DE/ | $597.7M | 9,110,421 | 0.04% | 31q | +3.5%+$20.3M |
| MORGAN STANLEY | $348.7M | 5,314,556 | 0.02% | 27q | +7.9%+$25.4M |
| LPL Financial LLC | $341.4M | 5,200,395 | 0.08% | 25q | +4.7%+$15.3M |
| UBS Group AG | $291.6M | 4,444,054 | 0.04% | 16q | +11.0%+$29.0M |
| WELLS FARGO & COMPANY/MN | $115.8M | 1,764,480 | 0.02% | 15q | -41.7%-$82.7M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $111.7M | 1,702,005 | 0.06% | 23q | -1.3%-$1.4M |
| Cetera Investment Advisers | $109.2M | 1,664,465 | 0.10% | 11q | +6.4%+$6.6M |
| Hancock Prospecting Pty Ltd | $98.1M | 1,494,534 | 1.72% | 7q | HELD |
| JPMORGAN CHASE & CO | $97.6M | 1,520,029 | 0.01% | 13q | +0.8%+$784.6K |
| ROYAL BANK OF CANADA | $93.8M | 1,429,186 | 0.01% | 23q | +1.5%+$1.4M |
| NEUBERGER BERMAN GROUP LLC | $93.5M | 1,425,655 | 0.06% | new | NEW |
| RAYMOND JAMES FINANCIAL INC | $87.5M | 1,332,917 | 0.02% | 7q | +11.0%+$8.7M |
| COMMONWEALTH EQUITY SERVICES, LLC | $46.0M | 701,337 | 0.06% | 14q | -2.7%-$1.3M |
| ENVESTNET ASSET MANAGEMENT INC | $43.6M | 664,484 | 0.01% | 13q | +20.7%+$7.5M |
| FIL Ltd | $43.4M | 661,709 | 0.03% | 2q | -19.9%-$10.8M |
| VALLEY WEALTH MANAGERS, INC. | $40.6M | 618,352 | 2.34% | 12q | -17.4%-$8.6M |
| OSAIC HOLDINGS, INC. | $39.1M | 596,671 | 0.05% | 26q | +15.6%+$5.3M |
| ASSETMARK, INC | $37.2M | 566,694 | 0.06% | 10q | +7.1%+$2.5M |
| OLD MISSION CAPITAL LLC | $36.5M | 557,077 | 0.58% | new | NEW |
| Kestra Advisory Services, LLC | $34.0M | 518,596 | 0.11% | 12q | -11.8%-$4.5M |
| Rockefeller Capital Management L.P. | $32.5M | 496,100 | 0.05% | 13q | +12.4%+$3.6M |
| AYAL Capital Advisors Ltd | $32.4M | options only | 8.78% | new | OPTIONS |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $30.2M | 459,796 | 0.04% | 9q | +60.4%+$11.4M |
| MML INVESTORS SERVICES, LLC | $29.3M | 446,630 | 0.06% | 14q | +26.9%+$6.2M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $27.4M | 432,450 | 0.05% | 12q | +5.6%+$1.4M |
| JONES FINANCIAL COMPANIES LLLP | $27.0M | 427,462 | 0.01% | 10q | +18.6%+$4.2M |
| Daiwa Securities Group Inc. | $25.1M | 383,079 | 0.05% | 24q | HELD |
| Proficio Capital Partners LLC | $24.9M | 379,934 | 0.89% | 12q | +25.4%+$5.1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $23.5M | 27,181 | 0.00% | 11q | -31.1%-$10.6M |
| Cooper Financial Group | $22.7M | 345,788 | 1.88% | 4q | +5.3%+$1.1M |
| Madrona Financial Services, LLC | $21.8M | 332,747 | 4.02% | 8q | +2.7%+$568.1K |
| STIFEL FINANCIAL CORP | $20.8M | 316,751 | 0.02% | 13q | -1.9%-$407.5K |
| NewEdge Advisors, LLC | $20.1M | 306,890 | 0.06% | new | NEW |
| Global X Japan Co., Ltd. | $18.4M | 280,523 | 0.68% | 2q | +42.6%+$5.5M |
| Richard P Slaughter Associates Inc | $18.4M | 280,091 | 3.60% | 4q | +1.1%+$202.3K |
| PRUDENT INVESTORS NETWORK, INC. | $16.2M | 246,460 | 3.13% | 11q | +4.7%+$719.4K |
| HighTower Advisors, LLC | $15.1M | 229,728 | 0.01% | 12q | -9.8%-$1.6M |
| Steele Capital Management, Inc. | $14.9M | 227,715 | 0.55% | 10q | +6.4%+$893.3K |
| CITADEL ADVISORS LLC | $14.3M | 108,618 | 0.00% | 12q | +46.1%+$4.5M |
| ADAPT WEALTH ADVISORS, LLC | $14.0M | 213,783 | 4.59% | 4q | HELD |
| Taylor Securities Services, Inc. | $13.9M | 211,738 | 5.65% | 3q | +12.9%+$1.6M |
| Lido Advisors, LLC | $13.9M | 211,669 | 0.04% | 8q | -44.8%-$11.3M |
| MARSHALL WACE, LLP | $13.0M | 198,375 | 0.01% | new | NEW |
| CITIGROUP INC | $12.9M | 196,348 | 0.00% | 5q | +4.2%+$516.3K |
| Arch Global Advisors, LLC | $12.1M | 183,731 | 5.33% | 2q | HELD |
| PRINCIPAL SECURITIES, INC. | $11.8M | 179,415 | 0.14% | 11q | HELD |
| Quadcap Wealth Management, LLC | $11.5M | 175,793 | 1.12% | 4q | -8.9%-$1.1M |
| Aptus Capital Advisors, LLC | $11.5M | 174,713 | 0.08% | 10q | -1.5%-$173.5K |
| ALLIANCEBERNSTEIN L.P. | $11.3M | 241,279 | 0.00% | 2q | +35.5%+$2.9M |
| Private Advisor Group, LLC | $10.3M | 156,267 | 0.05% | 13q | -30.5%-$4.5M |
| Intelligence Driven Advisers, LLC | $9.9M | 150,483 | 1.60% | 3q | -3.8%-$390.0K |
| Modern Wealth Management, LLC | $9.9M | 150,143 | 0.12% | 2q | +11.4%+$1.0M |
| Black Swift Group, LLC | $9.8M | 148,960 | 1.41% | 11q | -1.6%-$157.5K |
| Curtis Advisory Group, LLC | $9.4M | 142,798 | 1.82% | 13q | HELD |
| VISTA FINANCE, LLC | $9.3M | 142,330 | 5.22% | new | NEW |
| Decker Wealth Management LLC | $9.2M | 140,915 | 1.96% | 2q | -13.1%-$1.4M |
| Hobart Private Capital, LLC | $9.1M | 138,982 | 1.56% | 4q | +1.3%+$115.6K |
| Pillsbury Lake Capital LLC | $8.8M | 127,765 | 2.41% | new | NEW |
| Quadrature Capital Ltd | $8.7M | 133,195 | 0.07% | new | NEW |
| Clarus Group, Inc. | $8.5M | 128,899 | 2.87% | 9q | -2.1%-$185.5K |
| GTS SECURITIES LLC | $8.4M | 128,430 | 0.18% | 2q | -24.1%-$2.7M |
| McKinley Carter Wealth Services, Inc. | $8.4M | 127,392 | 0.43% | 3q | HELD |
| Bleakley Financial Group, LLC | $8.2M | 125,153 | 0.10% | 9q | -7.8%-$694.1K |
| D.A. DAVIDSON & CO. | $8.0M | 122,445 | 0.04% | 12q | +0.7%+$59.1K |
| Brookstone Capital Management | $7.9M | 120,663 | 0.08% | 10q | -4.7%-$386.1K |
| Mirae Asset Global Investments Co., Ltd. | $7.7M | 117,300 | 0.01% | 25q | -55.3%-$9.5M |
| NovaPoint Capital, LLC | $7.4M | 112,860 | 1.54% | 11q | +204.8%+$5.0M |
| Creative Planning | $7.4M | 112,371 | 0.00% | 12q | +9.4%+$633.4K |
| TD Waterhouse Canada Inc. | $7.3M | 114,299 | 0.02% | 9q | +14.5%+$920.9K |
| Balance Wealth Partners LLC | $6.8M | 104,392 | 1.82% | 4q | -12.8%-$1.0M |
| JANE STREET GROUP, LLC | $6.7M | options only | 0.00% | 3q | OPTIONS |
| Farther Finance Advisors, LLC | $6.7M | 101,998 | 0.05% | 15q | +1.0%+$66.5K |
| Centurion Wealth Management LLC | $6.5M | 99,538 | 1.56% | 10q | -24.9%-$2.2M |
| National Philanthropic Trust | $6.5M | 99,175 | 0.09% | 9q | -20.9%-$1.7M |
| BROWN WEALTH MANAGEMENT, LLC | $6.5M | 99,007 | 1.45% | 5q | +44.4%+$2.0M |
| Bienville Capital Management, LLC | $6.4M | 98,021 | 0.86% | 2q | +48.3%+$2.1M |
| Perennial Investment Advisors, LLC | $6.4M | 96,918 | 0.42% | 11q | -1.3%-$81.8K |
| Foguth Wealth Management, LLC. | $6.3M | 107,251 | 0.72% | 7q | +24.8%+$1.3M |
| Baird Financial Group, Inc. | $6.3M | 96,564 | 0.01% | 8q | +3.9%+$235.5K |
| MISSION WEALTH MANAGEMENT, LP | $6.2M | 93,928 | 0.08% | new | NEW |
| Stratos Wealth Partners, LTD. | $6.0M | 91,961 | 0.06% | 29q | +2.8%+$163.8K |
| Steward Partners Investment Advisory, LLC | $5.9M | 89,628 | 0.03% | 13q | +52.4%+$2.0M |
| ARVEST INVESTMENTS, INC. | $5.9M | 89,165 | 0.71% | 10q | -12.9%-$867.6K |
| Equitable Holdings, Inc. | $5.8M | 89,132 | 0.03% | 11q | +4.6%+$259.5K |
| Riggs Asset Managment Co. Inc. | $5.8M | 87,665 | 1.03% | 12q | +10.9%+$567.5K |
| J.W. COLE ADVISORS, INC. | $5.7M | 87,472 | 0.10% | 10q | +10.4%+$541.9K |
| Cerity Partners LLC | $5.7M | 87,326 | 0.01% | 11q | +0.9%+$48.9K |
| Patton Albertson Miller Group, LLC | $5.7M | 86,137 | 0.56% | 3q | -4.9%-$293.4K |
| NOVEM GROUP | $5.6M | 85,194 | 0.57% | 7q | +4.0%+$214.1K |
| Gerber Kawasaki Wealth & Investment Management | $5.4M | 82,640 | 0.14% | 9q | HELD |
| Wealth Management Associates, Inc. | $5.4M | 82,563 | 1.49% | 5q | -0.6%-$32.3K |
| WT Wealth Management | $5.3M | 80,532 | 1.46% | 6q | +539.3%+$4.5M |
| IAM Advisory, LLC | $5.3M | 80,034 | 1.02% | 6q | +3.7%+$188.2K |
| 5T Wealth, LLC | $5.1M | 78,048 | 1.91% | 7q | -7.1%-$392.9K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $5.0M | 77,815 | 0.30% | 7q | +1.2%+$59.6K |
| Cresset Asset Management, LLC | $4.9M | 75,331 | 0.02% | 8q | +89.6%+$2.3M |
| Aspire Capital Advisors LLC | $4.9M | 74,070 | 0.95% | 10q | +24.1%+$945.0K |
| Ameritas Advisory Services, LLC | $4.8M | 73,881 | 0.10% | 12q | +40.2%+$1.4M |
| Summit Financial, LLC | $4.8M | 73,497 | 0.05% | 4q | -84.7%-$26.7M |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-07 | 13G/A | The PNC Financial Services Group, Inc. | 10.3% |
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 | 666 | $5.3B | 79,562,280 | 150 | 210 | 148 | 1.4% |
| Q1 2026 | 547 | $4.0B | 85,073,412 | 59 | 215 | 134 | 0.5% |
| Q4 2025 | 535 | $3.9B | 76,708,224 | 78 | 238 | 100 | 0.3% |
| Q3 2025 | 468 | $3.1B | 62,756,982 | 99 | 222 | 62 | 0.5% |
| Q2 2025 | 389 | $1.6B | 37,433,635 | 80 | 159 | 82 | 0.4% |
| Q1 2025 | 336 | $1.2B | 32,482,256 | 53 | 146 | 61 | 0.5% |
| Q4 2024 | 320 | $1.1B | 28,106,341 | 49 | 136 | 37 | 0.1% |
| Q3 2024 | 265 | $919.4M | 24,651,523 | 45 | 112 | 54 | 0.3% |
| Q2 2024 | 240 | $776.8M | 21,696,916 | 55 | 115 | 25 | 0.5% |
| Q1 2024 | 196 | $699.0M | 19,886,431 | 58 | 94 | 12 | 0.6% |
| Q4 2023 | 142 | $342.4M | 10,894,929 | 43 | 59 | 16 | 0.7% |
| Q3 2023 | 105 | $181.9M | 6,752,164 | 43 | 43 | 8 | 0.4% |
| Q2 2023 | 72 | $127.3M | 4,544,355 | 47 | 17 | 4 | 0.2% |
| Q1 2023 | 28 | $44.6M | 1,812,888 | 8 | 9 | 6 | 0.0% |
| Q4 2022 | 25 | $28.5M | 1,418,291 | 6 | 4 | 6 | 0.0% |
| Q3 2022 | 28 | $66.8M | 3,482,828 | 5 | 7 | 6 | 0.0% |
| Q2 2022 | 31 | $74.0M | 3,552,646 | 2 | 10 | 7 | 0.0% |
| Q1 2022 | 39 | $87.4M | 3,236,974 | 6 | 12 | 8 | 0.0% |
| Q4 2021 | 39 | $88.1M | 2,762,636 | 4 | 13 | 7 | 0.0% |
| Q3 2021 | 35 | $85.1M | 2,808,758 | 6 | 15 | 2 | 0.0% |
| Q2 2021 | 31 | $80.6M | 2,642,502 | 3 | 8 | 6 | 0.0% |
| Q1 2021 | 31 | $107.3M | 3,770,151 | 5 | 11 | 5 | 0.0% |
| Q4 2020 | 29 | $85.2M | 3,132,727 | 10 | 9 | 2 | 0.0% |
| Q3 2020 | 23 | $54.5M | 2,319,681 | 8 | 4 | 5 | 0.0% |
| Q2 2020 | 17 | $20.1M | 974,765 | 5 | 4 | 2 | 0.0% |
| Q1 2020 | 16 | $16.2M | 1,040,547 | 3 | 5 | 2 | 0.0% |
| Q4 2019 | 15 | $16.3M | 913,532 | 2 | 6 | 1 | 0.0% |
| Q3 2019 | 14 | $12.8M | 802,961 | 1 | 5 | 3 | 0.0% |
| Q2 2019 | 16 | $18.6M | 1,146,775 | 5 | 6 | 1 | 0.0% |
| Q1 2019 | 13 | $16.4M | 1,042,951 | 5 | 2 | 3 | 0.0% |
| Q4 2018 | 12 | $13.5M | 1,045,949 | 1 | 0 | 0 | 0.0% |