GLOBAL X FDS (BUG)
Institutional ownership reported to the SEC as of Q2 2026, across 27 quarters.
212
Reporting holders
$505.8M
Reported value
9.1%
Held as options
+26
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 |
|---|---|---|---|---|---|
| Moss Adams Wealth Advisors LLC | $65.8M | 1,724,031 | 4.11% | 9q | +19.2%+$10.6M |
| LPL Financial LLC | $46.0M | 1,205,723 | 0.01% | 23q | -6.3%-$3.1M |
| MORGAN STANLEY | $34.4M | 901,711 | 0.00% | 23q | -18.3%-$7.7M |
| CITADEL ADVISORS LLC | $32.9M | 270,846 | 0.00% | 22q | +126.9%+$18.4M |
| Diversify Advisory Services, LLC | $19.7M | 519,309 | 0.33% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $19.7M | 519,309 | 0.33% | new | NEW |
| UBS Group AG | $17.5M | 457,845 | 0.00% | 22q | +122.5%+$9.6M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $17.2M | 109,812 | 0.00% | 24q | -54.2%-$20.3M |
| BANK OF AMERICA CORP /DE/ | $15.3M | 399,499 | 0.00% | 23q | +32.5%+$3.7M |
| Hamilton Capital, LLC | $12.7M | 332,880 | 0.63% | 2q | +8.0%+$943.4K |
| Capital Asset Advisory Services LLC | $10.2M | 266,971 | 0.37% | 2q | -5.1%-$547.2K |
| AXXCESS WEALTH MANAGEMENT, LLC | $10.2M | 265,798 | 0.16% | new | NEW |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $10.0M | 261,792 | 0.01% | 22q | +20.0%+$1.7M |
| ROYAL BANK OF CANADA | $9.9M | 259,672 | 0.00% | 24q | +42.0%+$2.9M |
| Cetera Investment Advisers | $8.9M | 232,099 | 0.01% | 21q | +0.8%+$67.3K |
| RAYMOND JAMES FINANCIAL INC | $8.8M | 231,062 | 0.00% | 7q | -15.0%-$1.6M |
| Biltmore Family Office, LLC | $8.0M | 210,707 | 1.06% | 21q | -12.7%-$1.2M |
| JANE STREET GROUP, LLC | $6.4M | options only | 0.00% | 4q | OPTIONS |
| OSAIC HOLDINGS, INC. | $6.3M | 165,618 | 0.01% | 24q | +21.8%+$1.1M |
| GTS SECURITIES LLC | $6.0M | 157,233 | 0.13% | 4q | +455.3%+$4.9M |
| Cannell & Spears LLC | $6.0M | 156,914 | 0.11% | new | NEW |
| First Interstate Bank | $5.7M | 150,305 | 0.30% | 2q | -1.7%-$97.2K |
| SCOTIA CAPITAL INC. | $5.7M | 150,135 | 0.02% | 5q | +2.0%+$114.3K |
| Kestra Advisory Services, LLC | $5.6M | 146,688 | 0.02% | 21q | -18.2%-$1.2M |
| HighTower Advisors, LLC | $4.2M | 109,950 | 0.00% | 20q | -10.6%-$495.5K |
| ENVESTNET ASSET MANAGEMENT INC | $4.0M | 103,634 | 0.00% | 16q | -7.2%-$306.6K |
| TigerOak Management, L.L.C. | $3.8M | 100,071 | 1.07% | 7q | +1.3%+$49.2K |
| Cresset Asset Management, LLC | $3.6M | 93,366 | 0.01% | 13q | +144.7%+$2.1M |
| Mirae Asset Global Investments Co., Ltd. | $3.5M | 91,663 | 0.01% | 20q | -75.6%-$10.8M |
| Rockefeller Capital Management L.P. | $3.4M | 88,246 | 0.01% | 9q | +27.8%+$732.4K |
| Cassady Wealth & Retirement Planning, LLC | $3.0M | 79,830 | 1.42% | 3q | +13.8%+$369.4K |
| Merit Financial Group, LLC | $2.8M | 72,902 | 0.01% | 7q | +66.6%+$1.1M |
| Farrow Financial, Inc. | $2.7M | 69,862 | 1.42% | 11q | -18.8%-$619.6K |
| J. Goldman & Co LP | $2.4M | 64,000 | 0.06% | new | NEW |
| Point72 Asset Management, L.P. | $2.4M | options only | 0.00% | 3q | OPTIONS |
| MML INVESTORS SERVICES, LLC | $2.3M | 59,692 | 0.00% | 20q | +14.7%+$292.5K |
| Federation des caisses Desjardins du Quebec | $2.3M | 59,017 | 0.01% | 21q | +7.0%+$146.7K |
| Stratos Wealth Partners, LTD. | $2.2M | 57,309 | 0.02% | 10q | +8.1%+$164.0K |
| STIFEL FINANCIAL CORP | $2.1M | 54,193 | 0.00% | 21q | +41.2%+$604.0K |
| JPMORGAN CHASE & CO | $2.0M | 53,954 | 0.00% | 18q | -47.9%-$1.8M |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.0M | 51,637 | 0.00% | 22q | -3.7%-$76.2K |
| TUDOR INVESTMENT CORP ET AL | $1.9M | options only | 0.00% | 2q | OPTIONS |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | $1.9M | 48,711 | 0.07% | 2q | +23.3%+$351.4K |
| IHT Wealth Management, LLC | $1.8M | 48,145 | 0.04% | 18q | -19.4%-$442.4K |
| NCM Capital Management, LLC | $1.6M | 42,816 | 0.50% | 15q | +2.1%+$33.2K |
| Waycross Investment Management Co | $1.6M | 41,820 | 1.22% | 2q | +19.1%+$256.1K |
| B. Riley Wealth Advisors, Inc. | $1.6M | 43,016 | 0.09% | new | NEW |
| Arax Advisory Partners | $1.5M | 40,374 | 0.01% | new | NEW |
| Beacon Pointe Advisors, LLC | $1.5M | 40,047 | 0.01% | 2q | +1.9%+$28.3K |
| Advisory Services Network, LLC | $1.4M | 36,551 | 0.02% | 11q | +82.1%+$629.3K |
| PNC Financial Services Group, Inc. | $1.4M | 35,473 | 0.00% | 24q | -17.6%-$290.2K |
| Spectrum Strategic Capital Management, LLC | $1.3M | 35,082 | 0.66% | 5q | +2.8%+$36.6K |
| Farther Finance Advisors, LLC | $1.3M | 34,741 | 0.01% | 3q | +490.1%+$1.1M |
| AMERIPRISE FINANCIAL INC | $1.3M | 33,957 | 0.00% | 11q | -19.3%-$309.8K |
| Eagle Strategies LLC | $1.3M | 32,840 | 0.12% | 9q | -3.2%-$42.1K |
| LEVEL FOUR ADVISORY SERVICES, LLC | $1.2M | 31,917 | 0.03% | 19q | -63.4%-$2.1M |
| Phoenix Wealth Advisors | $1.2M | 30,258 | 0.39% | 13q | HELD |
| Private Advisor Group, LLC | $1.1M | 29,670 | 0.01% | 23q | +17.9%+$172.2K |
| Sterling Investment Counsel, LLC | $1.1M | 29,212 | 0.26% | 10q | +7.8%+$80.8K |
| Joseph P. Lucia & Associates, LLC | $1.1M | 28,065 | 0.32% | 10q | +2.3%+$24.0K |
| CreativeOne Wealth, LLC | $979.5K | 25,649 | 0.02% | 21q | -5.9%-$60.9K |
| INDEPENDENT FINANCIAL GROUP, LLC | $954.4K | 24,992 | 0.02% | 6q | +204.8%+$641.3K |
| Accel Wealth Management | $871.1K | 22,809 | 0.20% | 21q | -0.9%-$7.8K |
| Midwest Financial Group LLC | $862.5K | 22,585 | 0.30% | 4q | +75.3%+$370.6K |
| Mariner, LLC | $839.1K | 22,006 | 0.00% | 10q | -27.2%-$312.8K |
| MAI Capital Management | $838.9K | 21,966 | 0.00% | 8q | +84.9%+$385.2K |
| Summit Financial, LLC | $804.7K | 21,070 | 0.01% | 4q | -82.7%-$3.8M |
| Snowden Capital Advisors LLC | $783.8K | 20,523 | 0.02% | 7q | +12.3%+$85.8K |
| Sanctuary Advisors, LLC | $773.0K | 20,241 | 0.00% | 7q | -28.0%-$300.5K |
| CAPTRUST FINANCIAL ADVISORS | $745.2K | 19,514 | 0.00% | 5q | +15.7%+$101.3K |
| OneDigital Investment Advisors LLC | $727.5K | 19,049 | 0.01% | 19q | -0.5%-$4.0K |
| Tidal Investments LLC | $697.0K | 18,252 | 0.00% | 2q | +46.8%+$222.2K |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | $694.3K | 18,180 | 0.04% | new | NEW |
| Essex LLC | $690.5K | 18,081 | 0.10% | 20q | -23.6%-$213.5K |
| HBW ADVISORY SERVICES LLC | $684.0K | 17,911 | 0.06% | 17q | +1.3%+$8.9K |
| GROUP ONE TRADING LLC | $683.4K | 17,894 | 0.00% | 3q | -58.1%-$946.9K |
| O'ROURKE & COMPANY, Inc | $670.9K | 17,568 | 0.23% | 15q | +2.6%+$17.0K |
| Stelac Advisory Services LLC | $659.1K | 17,258 | 0.12% | 19q | HELD |
| NATIONAL BANK OF CANADA /FI/ | $622.5K | 16,331 | 0.00% | 3q | +254.1%+$446.7K |
| Integras Partners LLC | $617.7K | 16,175 | 0.34% | 7q | +1.4%+$8.4K |
| SIMPLEX TRADING, LLC | $580.9K | 15,210 | 0.00% | 13q | -91.1%-$5.9M |
| RFG Advisory, LLC | $577.9K | 15,133 | 0.01% | 4q | +19.6%+$94.6K |
| CERTUITY, LLC | $571.1K | 14,955 | 0.03% | 23q | HELD |
| GOLDMAN SACHS GROUP INC | $556.8K | 14,579 | 0.00% | new | NEW |
| IMC-Chicago, LLC | $556.1K | 14,562 | 0.00% | 2q | -80.7%-$2.3M |
| Ameritas Advisory Services, LLC | $546.4K | 14,308 | 0.01% | new | NEW |
| Bleakley Financial Group, LLC | $527.3K | 13,807 | 0.01% | 7q | -38.4%-$329.0K |
| Brookstone Capital Management | $517.4K | 13,547 | 0.01% | 6q | -21.8%-$144.1K |
| HB Wealth Management, LLC | $492.3K | 12,890 | 0.00% | new | NEW |
| IFP Advisors, Inc | $487.0K | 12,753 | 0.01% | 22q | +3.0%+$14.0K |
| Perigon Wealth Management, LLC | $478.6K | 12,532 | 0.01% | new | NEW |
| Focus Partners Advisor Solutions, LLC | $468.8K | 12,275 | 0.00% | 3q | -13.7%-$74.5K |
| Spire Wealth Management | $454.5K | 11,901 | 0.01% | 10q | -35.3%-$247.7K |
| Archford Capital Strategies, LLC | $452.0K | 11,835 | 0.05% | 22q | +6.2%+$26.2K |
| OMNI 360 Wealth, Inc. | $437.5K | 11,456 | 0.20% | 5q | -10.4%-$50.6K |
| Dakota Wealth Management | $422.0K | 11,049 | 0.01% | 10q | -43.9%-$330.7K |
| Concurrent Investment Advisors, LLC | $421.5K | 11,037 | 0.00% | new | NEW |
| PFG Investments, LLC | $420.6K | 11,013 | 0.02% | new | NEW |
| Baird Financial Group, Inc. | $420.1K | 11,001 | 0.00% | 4q | -4.1%-$18.1K |
| FourThought Financial Partners, LLC | $411.5K | 10,776 | 0.03% | 7q | HELD |
Showing the largest 100 of 224 reported holders.
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 | 212 | $505.8M | 12,040,128 | 55 | 56 | 63 | 9.1% |
| Q1 2026 | 186 | $360.0M | 12,185,116 | 34 | 58 | 55 | 14.9% |
| Q4 2025 | 184 | $306.3M | 9,855,287 | 22 | 59 | 59 | 2.0% |
| Q3 2025 | 192 | $369.7M | 10,283,062 | 23 | 75 | 43 | 2.2% |
| Q2 2025 | 193 | $360.2M | 9,592,592 | 45 | 53 | 56 | 1.3% |
| Q1 2025 | 159 | $277.4M | 8,387,587 | 20 | 53 | 40 | 2.1% |
| Q4 2024 | 158 | $254.7M | 7,875,508 | 24 | 35 | 51 | 0.7% |
| Q3 2024 | 144 | $246.5M | 7,927,582 | 12 | 25 | 63 | 1.5% |
| Q2 2024 | 149 | $261.6M | 8,688,843 | 18 | 47 | 44 | 1.8% |
| Q1 2024 | 148 | $273.0M | 9,069,561 | 26 | 46 | 33 | 1.9% |
| Q4 2023 | 137 | $210.8M | 7,090,733 | 17 | 37 | 40 | 1.4% |
| Q3 2023 | 128 | $158.9M | 6,387,308 | 11 | 44 | 30 | 2.4% |
| Q2 2023 | 127 | $154.0M | 6,261,053 | 15 | 34 | 38 | 1.5% |
| Q1 2023 | 123 | $164.3M | 6,818,111 | 12 | 40 | 34 | 3.4% |
| Q4 2022 | 129 | $301.0M | 14,368,468 | 28 | 35 | 30 | 0.9% |
| Q3 2022 | 141 | $514.7M | 21,124,146 | 16 | 46 | 37 | 1.1% |
| Q2 2022 | 144 | $538.5M | 21,312,299 | 14 | 55 | 36 | 1.1% |
| Q1 2022 | 154 | $681.2M | 21,324,321 | 33 | 56 | 36 | 1.8% |
| Q4 2021 | 143 | $563.0M | 17,450,450 | 26 | 54 | 20 | 1.4% |
| Q3 2021 | 118 | $379.9M | 12,413,159 | 35 | 49 | 7 | 0.7% |
| Q2 2021 | 88 | $235.1M | 8,083,308 | 30 | 37 | 6 | 0.8% |
| Q1 2021 | 61 | $604.3M | 24,094,879 | 28 | 15 | 6 | 0.1% |
| Q4 2020 | 37 | $73.8M | 2,618,566 | 24 | 6 | 2 | 0.0% |
| Q3 2020 | 13 | $5.9M | 269,965 | 10 | 1 | 0 | 0.0% |
| Q2 2020 | 6 | $2.8M | 141,204 | 4 | 0 | 0 | 0.0% |
| Q1 2020 | 3 | $270.0K | 18,224 | 2 | 0 | 1 | 0.0% |
| Q4 2019 | 2 | $815.0K | 48,984 | 2 | 0 | 0 | 0.0% |