GLOBAL X FDS (ARGT)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
92
Reporting holders
$245.2M
Reported value
11.4%
Held as options
+11
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 |
|---|---|---|---|---|---|
| MORGAN STANLEY | $86.4M | 945,964 | 0.00% | 35q | +26.1%+$17.9M |
| Bank Julius Baer & Co. Ltd, Zurich | $31.7M | 346,106 | 0.08% | 7q | +7.4%+$2.2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $20.0M | 32,728 | 0.00% | 14q | HELD |
| Kirkoswald Asset Management LLC | $13.7M | 100,000 | 1.12% | new | NEW |
| CITADEL ADVISORS LLC | $13.6M | 103,729 | 0.00% | 12q | +155.3%+$8.3M |
| NLB Skladi, upravljanje premozenja, d.o.o. | $6.8M | 74,500 | 0.26% | 3q | -6.3%-$456.5K |
| LPL Financial LLC | $5.8M | 63,465 | 0.00% | 10q | -16.2%-$1.1M |
| RAYMOND JAMES FINANCIAL INC | $5.2M | 56,473 | 0.00% | 7q | +3.8%+$188.1K |
| ALTFEST L J & CO INC | $5.1M | 55,524 | 0.49% | 2q | -15.8%-$950.0K |
| CAISSE DES DEPOTS ET CONSIGNATIONS | $4.4M | 48,000 | 0.07% | new | NEW |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | $4.3M | 46,596 | 0.02% | new | NEW |
| Journey Advisory Group, LLC | $3.8M | 41,267 | 0.29% | new | NEW |
| JPMORGAN CHASE & CO | $2.9M | 31,289 | 0.00% | 11q | -18.6%-$654.7K |
| BANK OF AMERICA CORP /DE/ | $2.8M | 30,204 | 0.00% | 31q | -9.3%-$283.8K |
| GTS SECURITIES LLC | $2.7M | 29,416 | 0.06% | new | NEW |
| Caption Management, LLC | $2.6M | 3,500 | 0.01% | new | NEW |
| BNP PARIBAS FINANCIAL MARKETS | $2.5M | 27,095 | 0.00% | 7q | +101.8%+$1.2M |
| Clear Creek Financial Management, LLC | $2.3M | 25,266 | 0.15% | 9q | -1.2%-$27.2K |
| Private Advisor Group, LLC | $1.9M | 20,723 | 0.01% | 9q | -8.0%-$165.2K |
| ROYAL BANK OF CANADA | $1.7M | 18,748 | 0.00% | 8q | +32.8%+$423.1K |
| EVERGREEN CAPITAL MANAGEMENT LLC | $1.3M | 14,715 | 0.02% | new | NEW |
| AMERIPRISE FINANCIAL INC | $1.3M | 13,910 | 0.00% | 6q | -51.9%-$1.4M |
| Legacy Bridge, LLC | $1.1M | 12,565 | 0.35% | 2q | -1.7%-$19.6K |
| Activest Wealth Management | $1.1M | 11,658 | 0.21% | 7q | -66.2%-$2.1M |
| Savvy Advisors, Inc. | $1.1M | 11,651 | 0.02% | 2q | +1.5%+$15.4K |
| Rockefeller Capital Management L.P. | $1.1M | 11,589 | 0.00% | 4q | +60.2%+$397.7K |
| Sowell Financial Services LLC | $973.3K | 10,660 | 0.03% | 6q | -1.7%-$17.3K |
| Revisor Wealth Management LLC | $951.0K | 10,379 | 0.23% | 3q | +50.6%+$319.4K |
| Cetera Investment Advisers | $828.6K | 9,076 | 0.00% | 6q | +2.9%+$23.6K |
| Lane Generational LLC | $797.7K | 8,737 | 0.70% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $796.1K | 8,720 | 0.00% | 7q | -4.8%-$40.2K |
| SIH Partners, LLLP | $752.0K | 8,237 | 0.00% | new | NEW |
| OceanIQ Capital, LLC | $666.7K | 7,200 | 0.40% | new | FIRST |
| Shay Capital LLC | $641.3K | 7,024 | 0.04% | new | NEW |
| Global Endowment Management, LP | $548.0K | 6,000 | 0.06% | 19q | -14.3%-$91.3K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | $538.7K | 5,900 | 0.00% | 6q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $527.9K | 5,782 | 0.00% | 4q | +28.5%+$117.0K |
| RFG Holdings, Inc. | $521.5K | 5,712 | 0.11% | 9q | -19.1%-$123.3K |
| OSAIC HOLDINGS, INC. | $521.3K | 5,710 | 0.00% | 16q | +20.3%+$87.9K |
| US BANCORP \DE\ | $510.4K | 5,590 | 0.00% | 6q | HELD |
| DAVENPORT & Co LLC | $465.0K | 5,093 | 0.00% | 8q | +16.5%+$66.0K |
| Verity Asset Management, Inc. | $460.3K | 5,042 | 0.17% | new | NEW |
| Brookstone Capital Management | $458.0K | 5,016 | 0.00% | 11q | HELD |
| Balyasny Asset Management L.P. | $456.5K | 5,000 | 0.00% | 3q | -54.5%-$547.8K |
| National Philanthropic Trust | $415.6K | 4,552 | 0.01% | 6q | HELD |
| Diversify Advisory Services, LLC | $370.1K | 3,953 | 0.01% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $370.1K | 3,953 | 0.01% | new | NEW |
| BAROMETER CAPITAL MANAGEMENT INC. | $365.2K | 4,000 | 0.10% | new | NEW |
| Aprio Wealth Management, LLC | $363.3K | 3,979 | 0.02% | 7q | HELD |
| Steward Partners Investment Advisory, LLC | $343.5K | 3,762 | 0.00% | 9q | HELD |
| WHITEBOX ADVISORS LLC | $342.4K | 3,750 | 0.00% | new | NEW |
| Whalen Wealth Management Inc. | $333.6K | 3,654 | 0.15% | new | NEW |
| IMC-Chicago, LLC | $322.9K | 3,537 | 0.00% | new | NEW |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | $321.8K | 3,525 | 0.00% | 5q | HELD |
| WEXFORD CAPITAL LP | $307.0K | 3,363 | 0.04% | 3q | +45.7%+$96.3K |
| NATIONAL BANK OF CANADA /FI/ | $296.4K | 3,246 | 0.00% | 7q | -94.0%-$4.6M |
| MML INVESTORS SERVICES, LLC | $286.8K | 3,142 | 0.00% | new | NEW |
| CIBC WORLD MARKET INC. | $279.7K | 3,064 | 0.00% | 8q | HELD |
| MADDEN SECURITIES Corp | $273.9K | 3,000 | 0.08% | 7q | HELD |
| J. Safra Sarasin Holding AG | $264.8K | 2,900 | 0.00% | new | NEW |
| TRUIST FINANCIAL CORP | $257.9K | 2,825 | 0.00% | new | NEW |
| Trexquant Investment LP | $233.2K | 2,554 | 0.00% | 6q | +4.0%+$8.9K |
| Boston Partners | $229.7K | 2,500 | 0.00% | new | NEW |
| Gen-Wealth Partners Inc | $208.4K | 2,282 | 0.06% | 4q | -9.6%-$22.0K |
| Pioneer Family Office, LLC | $146.1K | 1,600 | 0.08% | 3q | HELD |
| UBS Group AG | $122.5K | 1,342 | 0.00% | 12q | -99.2%-$14.5M |
| Triumph Capital Management | $115.4K | 1,264 | 0.02% | 3q | -8.9%-$11.2K |
| Cassaday & Co Wealth Management LLC | $63.5K | 695 | 0.00% | 2q | HELD |
| FMR LLC | $52.2K | 572 | 0.00% | 10q | -17.7%-$11.2K |
| WELLS FARGO & COMPANY/MN | $41.2K | 451 | 0.00% | 14q | +54.5%+$14.5K |
| Institute for Wealth Management, LLC. | $41.1K | 450 | 0.00% | new | NEW |
| WHITTIER TRUST CO | $39.4K | 419 | 0.00% | 7q | HELD |
| CoreCap Advisors, LLC | $34.6K | 379 | 0.00% | 8q | -36.8%-$20.2K |
| Duquesne Family Office LLC | $30.0K | 328,800 | 0.58% | 2q | -15.1%-$5.4K |
| IFP Advisors, Inc | $23.7K | 260 | 0.00% | 3q | HELD |
| HARBOUR INVESTMENTS, INC. | $23.0K | 252 | 0.00% | 10q | +1.6% |
| SIMPLEX TRADING, LLC | $21.7K | 238 | 0.00% | 3q | -93.0%-$290.5K |
| Geneos Wealth Management Inc. | $21.3K | 233 | 0.00% | 7q | HELD |
| ROTHSCHILD INVESTMENT LLC | $18.3K | 200 | 0.00% | 7q | HELD |
| Byrne Asset Management LLC | $13.7K | 150 | 0.01% | new | NEW |
| Farther Finance Advisors, LLC | $11.0K | 120 | 0.00% | 8q | HELD |
| AE Wealth Management LLC | $10.9K | 119 | 0.00% | 5q | HELD |
| Investors Research Corp | $10.7K | 117 | 0.00% | new | NEW |
| Capital Investment Advisory Services, LLC | $9.1K | 100 | 0.00% | 3q | HELD |
| FIFTH THIRD BANCORP | $8.7K | 95 | 0.00% | 2q | -3.1% |
| IFG Advisory, LLC | $7.6K | 83 | 0.00% | new | NEW |
| Global Retirement Partners, LLC | $6.5K | 71 | 0.00% | new | NEW |
| Aventura Private Wealth, LLC | $5.0K | 55 | 0.00% | 2q | HELD |
| SJS Investment Consulting Inc. | $3.8K | 41 | 0.00% | 7q | -16.3% |
| Canal Insurance CO | $1.1K | 12,600 | 0.25% | 2q | +390.3% |
| NWI MANAGEMENT LP | $813 | 8,900 | 0.04% | 8q | HELD |
| Essential Investment Partners LLC | $639 | 7 | 0.00% | 3q | HELD |
| Acumen Wealth Advisors, LLC | $275 | 3 | 0.00% | new | NEW |
| Arax Advisory Partners | $183 | 2 | 0.00% | 3q | HELD |
| Integrated Wealth Concepts LLC | $100 | 1 | 0.00% | new | NEW |
| Smithfield Trust Co | $22 | 237 | 0.00% | 6q | HELD |
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 | 92 | $245.2M | 2,378,419 | 28 | 17 | 24 | 11.4% |
| Q1 2026 | 81 | $251.9M | 2,577,690 | 11 | 26 | 28 | 4.6% |
| Q4 2025 | 90 | $221.4M | 2,202,931 | 22 | 19 | 34 | 9.0% |
| Q3 2025 | 83 | $158.1M | 1,991,825 | 17 | 27 | 22 | 12.4% |
| Q2 2025 | 115 | $243.1M | 2,629,422 | 23 | 37 | 29 | 8.3% |
| Q1 2025 | 115 | $246.8M | 2,745,089 | 49 | 29 | 22 | 10.2% |
| Q4 2024 | 88 | $223.2M | 2,466,269 | 37 | 25 | 15 | 8.6% |
| Q3 2024 | 59 | $111.4M | 1,584,983 | 16 | 23 | 12 | 5.6% |
| Q2 2024 | 51 | $90.5M | 1,496,945 | 18 | 14 | 8 | 6.0% |
| Q1 2024 | 44 | $61.7M | 1,074,948 | 13 | 17 | 3 | 6.3% |
| Q4 2023 | 38 | $60.4M | 732,910 | 15 | 6 | 9 | 37.8% |
| Q3 2023 | 22 | $17.9M | 434,947 | 9 | 6 | 3 | 0.0% |
| Q2 2023 | 19 | $12.4M | 270,736 | 5 | 4 | 5 | 0.1% |
| Q1 2023 | 15 | $8.2M | 200,377 | 4 | 2 | 5 | 4.2% |
| Q4 2022 | 13 | $4.9M | 145,069 | 4 | 3 | 1 | 0.0% |
| Q3 2022 | 13 | $3.6M | 114,682 | 3 | 1 | 4 | 8.6% |
| Q2 2022 | 15 | $4.1M | 165,674 | 1 | 4 | 3 | 0.0% |
| Q1 2022 | 15 | $5.7M | 160,666 | 2 | 2 | 4 | 0.1% |
| Q4 2021 | 14 | $4.7M | 150,388 | 4 | 1 | 4 | 0.0% |
| Q3 2021 | 14 | $10.1M | 234,902 | 3 | 3 | 3 | 0.0% |
| Q2 2021 | 14 | $7.6M | 244,356 | 1 | 1 | 3 | 0.0% |
| Q1 2021 | 16 | $10.2M | 353,135 | 1 | 2 | 5 | 0.0% |
| Q4 2020 | 17 | $11.8M | 388,167 | 2 | 3 | 3 | 0.0% |
| Q3 2020 | 15 | $6.7M | 287,865 | 1 | 4 | 4 | 0.1% |
| Q2 2020 | 19 | $6.2M | 259,347 | 1 | 2 | 5 | 0.0% |
| Q1 2020 | 22 | $3.8M | 233,393 | 2 | 4 | 9 | 0.1% |
| Q4 2019 | 30 | $16.4M | 506,115 | 7 | 7 | 6 | 18.1% |
| Q3 2019 | 28 | $14.2M | 531,325 | 6 | 6 | 9 | 14.7% |
| Q2 2019 | 33 | $27.2M | 844,182 | 12 | 7 | 6 | 0.0% |
| Q1 2019 | 30 | $24.4M | 884,348 | 7 | 8 | 8 | 0.1% |
| Q4 2018 | 27 | $18.0M | 768,332 | 1 | 0 | 0 | 0.1% |