GLOBAL X FDS (BKCH)
Institutional ownership reported to the SEC as of Q2 2026, across 18 quarters.
69
Reporting holders
$130.3M
Reported value
2.5%
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 |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | $35.9M | 462,436 | 0.00% | 4q | +816.9%+$32.0M |
| BANK OF AMERICA CORP /DE/ | $28.6M | 382,140 | 0.00% | 11q | +49.4%+$9.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $12.9M | 172,179 | 0.02% | 9q | -22.1%-$3.7M |
| Private Advisor Group, LLC | $9.5M | 126,556 | 0.04% | 12q | -14.6%-$1.6M |
| LPL Financial LLC | $7.1M | 95,139 | 0.00% | 15q | +13.9%+$867.4K |
| GTS SECURITIES LLC | $6.8M | 91,191 | 0.14% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $5.1M | 53,037 | 0.00% | 13q | -11.5%-$666.3K |
| Cetera Investment Advisers | $4.3M | 57,140 | 0.00% | 10q | +38.2%+$1.2M |
| Emerald Advisors, LLC | $2.2M | 28,919 | 0.27% | 15q | +5.8%+$118.7K |
| Atria Investments, Inc | $2.0M | 26,144 | 0.02% | 2q | +9.8%+$175.4K |
| JANE STREET GROUP, LLC | $1.9M | 14,395 | 0.00% | 12q | -54.6%-$2.2M |
| STIFEL FINANCIAL CORP | $1.6M | 20,863 | 0.00% | 2q | +3.1%+$47.4K |
| CITADEL ADVISORS LLC | $1.4M | options only | 0.00% | 11q | OPTIONS |
| ENVESTNET ASSET MANAGEMENT INC | $1.3M | 16,865 | 0.00% | 5q | +130.1%+$713.9K |
| MORGAN STANLEY | $1.0M | 13,853 | 0.00% | 15q | +1194.7%+$956.8K |
| NORTHBRIDGE FINANCIAL GROUP, LLC | $727.3K | 9,717 | 0.28% | 3q | -1.8%-$13.5K |
| D. E. Shaw & Co., Inc. | $726.0K | 9,700 | 0.00% | 4q | -1.7%-$12.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | $698.3K | 9,329 | 0.00% | 5q | +0.8%+$5.3K |
| Venturi Wealth Management, LLC | $659.2K | 8,807 | 0.03% | 4q | HELD |
| Vise Technologies, Inc. | $543.8K | 7,265 | 0.01% | new | NEW |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $541.5K | 7,774 | 0.00% | 4q | HELD |
| SBI Securities Co., Ltd. | $416.4K | 5,563 | 0.01% | 7q | -35.3%-$227.2K |
| Rockefeller Capital Management L.P. | $394.5K | 5,270 | 0.00% | 4q | +6.0%+$22.3K |
| CreativeOne Wealth, LLC | $372.1K | 4,971 | 0.01% | new | NEW |
| Farther Finance Advisors, LLC | $308.9K | 4,126 | 0.00% | 9q | +171.3%+$195.0K |
| Acorn Wealth Advisors, LLC | $301.6K | 4,029 | 0.07% | 4q | HELD |
| UBS Group AG | $296.4K | 3,960 | 0.00% | 8q | -93.2%-$4.0M |
| WT Wealth Management | $271.9K | 3,633 | 0.08% | new | NEW |
| Ignite Planners, LLC | $256.9K | 3,424 | 0.04% | new | NEW |
| HERITAGE OAK WEALTH ADVISORS LLC | $251.1K | 3,355 | 0.07% | new | NEW |
| Atlantic Edge Private Wealth Management, LLC | $245.1K | 3,275 | 0.05% | 11q | HELD |
| VICTORY FINANCIAL GROUP, LLC | $231.6K | 3,094 | 0.02% | new | NEW |
| Mariner, LLC | $229.3K | 3,063 | 0.00% | new | NEW |
| Cambridge Advisors Inc. | $225.4K | 3,011 | 0.04% | new | NEW |
| TWO SIGMA SECURITIES, LLC | $217.4K | 2,905 | 0.02% | new | NEW |
| GK Wealth Management LLC | $213.9K | 2,857 | 0.11% | new | NEW |
| PNC Financial Services Group, Inc. | $141.4K | 1,889 | 0.00% | 7q | -26.7%-$51.5K |
| SIMPLEX TRADING, LLC | $114.0K | 1,523 | 0.00% | 4q | +45.5%+$35.6K |
| Steward Partners Investment Advisory, LLC | $89.8K | 1,200 | 0.00% | 2q | +860.0%+$80.5K |
| Arax Advisory Partners | $59.4K | 793 | 0.00% | new | NEW |
| WHITTIER TRUST CO | $53.5K | 737 | 0.00% | 8q | HELD |
| Sankala Group LLC | $48.8K | 786 | 0.03% | 3q | -21.2%-$13.2K |
| AE Wealth Management LLC | $34.8K | 465 | 0.00% | 7q | +5.7%+$1.9K |
| ROYAL BANK OF CANADA | $27.0K | 366 | 0.00% | 9q | HELD |
| OSAIC HOLDINGS, INC. | $25.8K | 343 | 0.00% | 15q | +78.6%+$11.3K |
| HOLLENCREST CAPITAL MANAGEMENT | $25.7K | 343 | 0.00% | 3q | -64.4%-$46.5K |
| Burk Holdings LLC | $20.7K | 277 | 0.01% | 2q | HELD |
| Waverly Advisors, LLC | $20.5K | 273 | 0.00% | 2q | HELD |
| BANK OF MONTREAL /CAN/ | $20.4K | 272 | 0.00% | 10q | HELD |
| Global Retirement Partners, LLC | $20.4K | 272 | 0.00% | 13q | +8.8%+$1.6K |
| Integrated Wealth Concepts LLC | $19.6K | 262 | 0.00% | new | NEW |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $15.4K | 206 | 0.00% | 3q | +30.4%+$3.6K |
| WHITTIER TRUST CO OF NEVADA INC | $11.0K | 161 | 0.00% | 6q | HELD |
| IFG Advisory, LLC | $9.4K | 126 | 0.00% | new | NEW |
| FMR LLC | $7.9K | 105 | 0.00% | 13q | -28.6%-$3.1K |
| HARBOUR INVESTMENTS, INC. | $7.3K | 97 | 0.00% | 2q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $4.9K | 65 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $3.5K | 47 | 0.00% | 7q | -68.7%-$7.7K |
| SIGNATUREFD, LLC | $3.1K | 42 | 0.00% | 14q | HELD |
| PROATHLETE WEALTH MANAGEMENT LLC | $3.1K | 41 | 0.00% | 6q | +2.5% |
| Geneos Wealth Management Inc. | $3.1K | 41 | 0.00% | 7q | HELD |
| Cambridge Investment Research Advisors, Inc. | $2.1K | 28,304 | 0.00% | 14q | +141.1%+$1.2K |
| Copia Wealth Management | $1.5K | 20 | 0.00% | 3q | HELD |
| ROTHSCHILD INVESTMENT LLC | $1.4K | 19 | 0.00% | 5q | HELD |
| Aptus Capital Advisors, LLC | $1.1K | 15 | 0.00% | new | NEW |
| EverSource Wealth Advisors, LLC | $1.0K | 14 | 0.00% | 7q | HELD |
| Larson Financial Group LLC | $823 | 11 | 0.00% | 3q | HELD |
| Harborfront Financial Group LLC | $728 | 10 | 0.00% | new | NEW |
| GAMMA Investing LLC | $449 | 6 | 0.00% | 2q | HELD |
| Heritage Wealth Advisors | $225 | 3 | 0.00% | 15q | HELD |
| BESSEMER GROUP INC | $6 | 80 | 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 | 69 | $130.3M | 1,680,815 | 17 | 19 | 13 | 2.5% |
| Q1 2026 | 58 | $67.5M | 1,135,575 | 10 | 12 | 21 | 6.2% |
| Q4 2025 | 65 | $144.7M | 2,136,076 | 13 | 19 | 12 | 5.6% |
| Q3 2025 | 65 | $214.7M | 2,410,727 | 20 | 10 | 18 | 3.0% |
| Q2 2025 | 51 | $66.4M | 1,216,697 | 10 | 8 | 18 | 3.2% |
| Q1 2025 | 43 | $36.4M | 1,043,210 | 3 | 23 | 11 | 5.0% |
| Q4 2024 | 45 | $57.0M | 1,039,070 | 14 | 11 | 10 | 6.5% |
| Q3 2024 | 38 | $51.6M | 1,068,136 | 7 | 9 | 7 | 2.4% |
| Q2 2024 | 36 | $56.7M | 1,086,257 | 5 | 7 | 5 | 2.3% |
| Q1 2024 | 37 | $54.9M | 1,289,093 | 4 | 12 | 10 | 8.6% |
| Q4 2023 | 39 | $36.9M | 741,349 | 6 | 12 | 4 | 7.4% |
| Q3 2023 | 36 | $14.0M | 581,014 | 6 | 7 | 7 | 3.9% |
| Q2 2023 | 35 | $21.6M | 674,094 | 6 | 4 | 7 | 3.9% |
| Q1 2023 | 33 | $17.4M | 712,918 | 12 | 4 | 8 | 9.6% |
| Q4 2022 | 26 | $11.0M | 853,161 | 23 | 0 | 1 | 0.0% |
| Q3 2022 | 1 | $4.2K | 713 | 0 | 0 | 0 | 0.0% |
| Q2 2019 | 2 | $149.0K | 5,549 | 2 | 0 | 0 | 0.0% |
| Q1 2019 | 1 | $263.0K | 10,008 | 1 | 0 | 0 | 0.0% |