GLOBAL X FDS (AUSF)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
85
Reporting holders
$586.8M
Reported value
0.0%
Held as options
+4
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 |
|---|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $130.9M | 2,613,518 | 0.22% | 14q | +8.9%+$10.7M |
| WADDELL & ASSOCIATES, LLC | $84.0M | 1,718,420 | 4.15% | 6q | +2.0%+$1.6M |
| LPL Financial LLC | $80.5M | 1,647,774 | 0.02% | 31q | +17.0%+$11.7M |
| COMMONWEALTH EQUITY SERVICES, LLC | $56.8M | 1,162,072 | 0.07% | 8q | +10.3%+$5.3M |
| Tidemark, LLC | $20.2M | 413,985 | 4.55% | 10q | +2.0%+$388.9K |
| Private Advisor Group, LLC | $20.2M | 413,408 | 0.09% | 9q | -1.0%-$210.1K |
| ARQ WEALTH ADVISORS, LLC | $18.1M | 357,877 | 2.25% | 8q | +37.0%+$4.9M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $14.4M | 295,528 | 0.01% | 8q | HELD |
| RAYMOND JAMES FINANCIAL INC | $13.8M | 283,227 | 0.00% | 7q | +7.6%+$974.9K |
| Cetera Investment Advisers | $13.8M | 281,777 | 0.01% | 10q | +9.2%+$1.2M |
| Meridian Wealth Management, LLC | $12.1M | 246,844 | 0.37% | 5q | -1.5%-$178.3K |
| ROYAL BANK OF CANADA | $10.0M | 203,914 | 0.00% | 5q | -31.6%-$4.6M |
| CHANNEL WEALTH LLC | $9.4M | 191,519 | 2.10% | 7q | +13.6%+$1.1M |
| SIERRA OCEAN, LLC | $9.0M | 183,824 | 6.22% | 5q | +2.6%+$227.2K |
| Snowden Capital Advisors LLC | $6.8M | 138,407 | 0.16% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $6.4M | 131,896 | 0.00% | 8q | +12.2%+$702.7K |
| TITLEIST ASSET MANAGEMENT, LLC | $6.2M | 127,370 | 0.42% | 5q | +6.1%+$356.6K |
| Bravera Wealth | $5.5M | 111,896 | 2.10% | 3q | +11.6%+$567.7K |
| Equitable Holdings, Inc. | $5.1M | 104,260 | 0.03% | 10q | +14.1%+$628.1K |
| Synergy Investment Management, LLC | $5.1M | 103,598 | 1.22% | 4q | +6.7%+$318.9K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $4.3M | 88,727 | 0.21% | 6q | +21.4%+$762.8K |
| &PARTNERS | $4.2M | 86,464 | 0.02% | 8q | +12.4%+$466.5K |
| MML INVESTORS SERVICES, LLC | $4.2M | 85,172 | 0.01% | 5q | +30.2%+$965.7K |
| CreativeOne Wealth, LLC | $3.8M | 77,494 | 0.08% | 7q | -9.6%-$402.3K |
| Kingsview Wealth Management, LLC | $2.8M | 57,187 | 0.03% | 4q | +5.4%+$144.1K |
| Tactive Advisors, LLC | $2.6M | 54,012 | 0.65% | 6q | -48.9%-$2.5M |
| Able Wealth Management LLC | $2.5M | 50,486 | 0.57% | 10q | -36.4%-$1.4M |
| Investment Partners Asset Management, Inc. | $2.2M | 45,650 | 1.24% | 3q | +3.3%+$70.3K |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | $2.1M | 46,194 | 1.58% | 4q | +7.2%+$141.7K |
| OSAIC HOLDINGS, INC. | $1.8M | 37,618 | 0.00% | 10q | +25.0%+$368.2K |
| Advisor Resource Council | $1.8M | 36,891 | 0.52% | 3q | +39.5%+$519.6K |
| Koshinski Asset Management, Inc. | $1.7M | 35,790 | 0.09% | 4q | +6.7%+$109.8K |
| Western Wealth Management, LLC | $1.7M | 35,560 | 0.06% | 4q | +15.4%+$231.4K |
| NewEdge Advisors, LLC | $1.7M | 34,206 | 0.00% | new | NEW |
| Sonoma Allocations LLC | $1.5M | 30,383 | 0.47% | 2q | +101.7%+$757.6K |
| HARBOUR INVESTMENTS, INC. | $1.4M | 28,303 | 0.02% | 5q | -1.5%-$20.7K |
| Lifetime Wealth Management P.C. | $1.2M | 24,191 | 0.69% | 3q | -41.1%-$823.4K |
| Advisory Services Network, LLC | $1.0M | 20,705 | 0.01% | 4q | +7.3%+$68.8K |
| Nova Wealth Management, Inc. | $928.8K | 19,009 | 0.51% | 7q | -2.8%-$26.7K |
| MONECO ADVISORS, LLC | $872.2K | 17,851 | 0.05% | 3q | +31.6%+$209.5K |
| GOLDMAN SACHS GROUP INC | $860.2K | 17,606 | 0.00% | 2q | +109.7%+$450.0K |
| Vestmark Advisory Solutions, Inc. | $820.8K | 16,799 | 0.01% | new | NEW |
| MUIRFIELD WEALTH ADVISORS LLC | $794.7K | 16,265 | 0.52% | 11q | HELD |
| Ameritas Advisory Services, LLC | $765.6K | 15,669 | 0.02% | 2q | +750.2%+$675.5K |
| Concurrent Investment Advisors, LLC | $711.4K | 14,560 | 0.01% | 10q | -35.5%-$391.6K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $675.2K | 13,820 | 0.00% | 10q | +23.9%+$130.5K |
| Oxford Wealth Group, LLC | $652.0K | 13,344 | 0.29% | 3q | +2.1%+$13.3K |
| JANE STREET GROUP, LLC | $639.7K | 13,093 | 0.00% | 2q | +72.7%+$269.3K |
| Sollinda Capital Management LLC | $636.9K | 13,036 | 0.14% | 9q | HELD |
| Cypress Capital Group | $579.6K | 11,862 | 0.05% | 4q | -23.1%-$174.2K |
| Prospera Financial Services Inc | $486.1K | 9,936 | 0.01% | 2q | +20.0%+$81.1K |
| Farther Finance Advisors, LLC | $467.5K | 9,569 | 0.00% | new | NEW |
| Ausdal Financial Partners, Inc. | $465.9K | 9,535 | 0.02% | 2q | +47.5%+$150.0K |
| FIFTH THIRD BANCORP | $450.9K | 9,229 | 0.00% | 2q | -3.7%-$17.2K |
| GeoWealth Management, LLC | $434.9K | 8,901 | 0.01% | 3q | HELD |
| DIVIDEND ASSETS CAPITAL, LLC | $406.0K | 8,310 | 0.08% | new | NEW |
| Signal Advisors Wealth, LLC | $398.6K | 8,158 | 0.02% | 4q | -8.6%-$37.3K |
| UBS Group AG | $390.6K | 7,994 | 0.00% | new | NEW |
| INDEPENDENT FINANCIAL GROUP, LLC | $368.1K | 7,534 | 0.01% | new | NEW |
| JPMORGAN CHASE & CO | $358.5K | 7,289 | 0.00% | new | NEW |
| Bogart Wealth, LLC | $350.4K | 7,172 | 0.01% | 4q | -99.3%-$46.9M |
| HighPoint Advisor Group LLC | $307.4K | 6,291 | 0.01% | 3q | +2.6%+$7.8K |
| Savvy Advisors, Inc. | $304.3K | 6,228 | 0.01% | 6q | -12.5%-$43.6K |
| Perigon Wealth Management, LLC | $299.4K | 6,128 | 0.00% | 3q | +34.2%+$76.3K |
| WILLNER & HELLER, LLC | $283.9K | 5,811 | 0.18% | 3q | +3.2%+$8.8K |
| Atlantic Union Bankshares Corp | $263.5K | 5,393 | 0.00% | new | NEW |
| Wealthcare Advisory Partners LLC | $258.2K | 5,285 | 0.00% | 5q | HELD |
| TWO SIGMA SECURITIES, LLC | $245.2K | 5,018 | 0.02% | new | NEW |
| Integrated Wealth Concepts LLC | $149.1K | 3,053 | 0.00% | new | NEW |
| LANARK FINANCIAL, INC. | $89.2K | 1,826 | 0.01% | 4q | +602.3%+$76.5K |
| MORGAN STANLEY | $65.8K | 1,346 | 0.00% | 5q | HELD |
| FMR LLC | $62.6K | 1,281 | 0.00% | 6q | +14.7%+$8.0K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $46.9K | 959 | 0.00% | 5q | -3.4%-$1.7K |
| Wellington Grp LLC | $28.9K | 598 | 0.01% | 2q | HELD |
| WELLS FARGO & COMPANY/MN | $26.8K | 549 | 0.00% | 12q | HELD |
| Caldwell Trust Co | $24.4K | 500 | 0.00% | 4q | HELD |
| Larson Financial Group LLC | $14.1K | 289 | 0.00% | 6q | +0.7% |
| PRIVATE TRUST CO NA | $11.4K | 234 | 0.00% | 3q | -41.2%-$8.0K |
| Cambridge Investment Research Advisors, Inc. | $10.3K | 211,356 | 0.01% | 8q | +84.5%+$4.7K |
| IFG Advisory, LLC | $7.7K | 158 | 0.00% | new | NEW |
| VANGUARD ADVISERS INC | $7.5K | 154 | 0.00% | new | NEW |
| Capital Investment Advisory Services, LLC | $5.0K | 103 | 0.00% | 4q | +1.0% |
| Silver Grove Financial Group, Inc. | $4.3K | 87 | 0.00% | new | NEW |
| Janney Montgomery Scott LLC | $2.6K | 53,193 | 0.01% | 10q | +24.5% |
| Parallel Advisors, LLC | $782 | 16 | 0.00% | new | NEW |
| HRT FINANCIAL LP | $719 | 14,719 | 0.00% | new | NEW |
| WEDBUSH SECURITIES INC | $470 | 9,626 | 0.01% | 4q | HELD |
| Smartleaf Asset Management LLC | $393 | 8 | 0.00% | 10q | HELD |
| HHM Wealth Advisors, LLC | $294 | 6 | 0.00% | new | NEW |
| Capital Advisors, Ltd. LLC | $3 | 69 | 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 | 85 | $586.8M | 11,934,009 | 16 | 42 | 17 | 0.0% |
| Q1 2026 | 81 | $581.4M | 12,007,700 | 10 | 42 | 19 | 0.0% |
| Q4 2025 | 82 | $626.0M | 13,393,820 | 14 | 36 | 18 | 0.0% |
| Q3 2025 | 72 | $557.0M | 12,008,041 | 19 | 26 | 16 | 0.0% |
| Q2 2025 | 59 | $460.8M | 10,226,057 | 20 | 23 | 10 | 0.0% |
| Q1 2025 | 43 | $370.4M | 8,485,139 | 11 | 21 | 3 | 0.0% |
| Q4 2024 | 39 | $275.7M | 6,564,782 | 6 | 18 | 4 | 0.0% |
| Q3 2024 | 33 | $254.1M | 5,950,595 | 10 | 11 | 7 | 0.0% |
| Q2 2024 | 28 | $235.3M | 5,931,499 | 7 | 12 | 6 | 0.0% |
| Q1 2024 | 23 | $225.7M | 5,521,664 | 14 | 1 | 4 | 0.0% |
| Q4 2023 | 11 | $191.8M | 5,157,658 | 5 | 1 | 0 | 0.0% |
| Q3 2023 | 6 | $157.3M | 4,999,916 | 2 | 2 | 0 | 0.0% |
| Q2 2023 | 6 | $1.4M | 44,738 | 0 | 2 | 2 | 0.0% |
| Q1 2023 | 9 | $2.6M | 86,097 | 3 | 3 | 1 | 0.0% |
| Q4 2022 | 9 | $986.7K | 31,769 | 4 | 0 | 3 | 0.0% |
| Q3 2022 | 7 | $2.9M | 102,621 | 2 | 1 | 1 | 0.0% |
| Q2 2022 | 5 | $1.8M | 61,349 | 0 | 1 | 2 | 0.0% |
| Q1 2022 | 8 | $1.5M | 48,138 | 3 | 2 | 2 | 0.0% |
| Q4 2021 | 6 | $178.1M | 5,613,445 | 2 | 2 | 1 | 0.0% |
| Q3 2021 | 5 | $183.3M | 6,157,497 | 1 | 0 | 2 | 0.0% |
| Q2 2021 | 4 | $186.9M | 6,297,980 | 1 | 2 | 1 | 0.0% |
| Q1 2021 | 5 | $178.7M | 6,247,096 | 1 | 0 | 4 | 0.0% |
| Q4 2020 | 6 | $164.1M | 6,392,260 | 0 | 3 | 3 | 0.0% |
| Q3 2020 | 6 | $174.6M | 7,908,144 | 0 | 2 | 4 | 0.0% |
| Q2 2020 | 9 | $172.0M | 8,088,728 | 3 | 2 | 4 | 0.0% |
| Q1 2020 | 6 | $141.8M | 7,963,136 | 2 | 2 | 2 | 0.0% |
| Q4 2019 | 7 | $264.9M | 10,109,345 | 4 | 3 | 0 | 0.0% |
| Q3 2019 | 6 | $227.6M | 9,068,189 | 3 | 3 | 0 | 0.0% |
| Q2 2019 | 4 | $206.9M | 8,364,821 | 0 | 3 | 1 | 0.0% |
| Q1 2019 | 7 | $184.6M | 7,631,806 | 2 | 3 | 2 | 0.0% |
| Q4 2018 | 6 | $153.9M | 7,388,242 | 0 | 0 | 0 | 0.0% |