HolderBook

GLOBAL X FDS (CHPX)

Institutional ownership reported to the SEC as of Q2 2026, across 3 quarters.

36
Reporting holders
$161.0M
Reported value
0.4%
Held as options
+29
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

FilerValueShares Their book Held Change
RiverFront Investment Group, LLC$65.7M617,6310.87%newNEW
ENVESTNET ASSET MANAGEMENT INC$36.2M340,6740.01%newNEW
RAYMOND JAMES FINANCIAL INC$13.9M130,7060.00%newNEW
GOLDMAN SACHS GROUP INC$13.6M127,5510.00%newNEW
JANE STREET GROUP, LLC$6.5M59,4060.00%3q+292.2%+$4.9M
&PARTNERS$5.4M51,0160.02%3q+4.7%+$242.0K
LPL Financial LLC$4.7M44,0050.00%newNEW
ROYAL BANK OF CANADA$2.9M27,5800.00%newNEW
OLD MISSION CAPITAL LLC$2.5M23,6390.04%newNEW
CITADEL ADVISORS LLC$2.4M18,0230.00%newNEW
GTS SECURITIES LLC$1.4M13,4440.03%newNEW
Summit Financial, LLC$1.1M10,6250.01%newNEW
TRUIST FINANCIAL CORP$952.0K8,9550.00%newNEW
Concurrent Investment Advisors, LLC$706.0K6,6410.01%newNEW
Cetera Investment Advisers$639.3K6,0140.00%newNEW
INDEPENDENT FINANCIAL GROUP, LLC$573.3K5,3930.01%newNEW
BANK OF AMERICA CORP /DE/$491.0K4,6190.00%3q-0.7%-$3.5K
Kingsview Wealth Management, LLC$300.4K2,8260.00%newNEW
Bluesphere Advisors LLC$258.9K2,4350.08%newNEW
FLAGSHIP HARBOR ADVISORS, LLC$240.9K2,2660.01%newNEW
FIFTH THIRD BANCORP$189.5K1,7830.00%newNEW
UBS Group AG$68.9K6480.00%newNEW
HARBOUR INVESTMENTS, INC.$62.6K5890.00%newNEW
Farther Finance Advisors, LLC$61.1K5750.00%3qHELD
EverSource Wealth Advisors, LLC$44.6K4200.00%newNEW
Integrated Wealth Concepts LLC$34.6K3250.00%newNEW
Federation des caisses Desjardins du Quebec$33.9K3190.00%2q+235.8%+$23.8K
Berbice Capital Management LLC$32.0K3010.02%newNEW
OSAIC HOLDINGS, INC.$10.0K940.00%newNEW
SIMPLEX TRADING, LLC$6.9K650.00%newNEW
MORGAN STANLEY$4.9K460.00%newNEW
JONES FINANCIAL COMPANIES LLLP$4.9K480.00%newNEW
Janney Montgomery Scott LLC$4.7K43,8770.01%newNEW
TD PRIVATE CLIENT WEALTH LLC$2.3K220.00%newNEW
EVOLUTION WEALTH MANAGEMENT INC.$2.2K210.00%newNEW
Arkos Global Advisors$1.8K16,7750.21%2q+9.8%
LANARK FINANCIAL, INC.$1.6K150.00%newNEW
Cambridge Investment Research Advisors, Inc.$1.1K10,5000.00%newNEW
HRT FINANCIAL LP$5575,2400.00%newNEW
MERCER GLOBAL ADVISORS INC /ADV$31930.00%newNEW

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202636$161.0M1,508,72331310.4%
Q1 20267$4.3M74,6973210.0%
Q4 20255$2.1M37,8225000.0%