GLOBAL X FDS (CLIP)
Institutional ownership reported to the SEC as of Q2 2026, across 13 quarters.
152
Reporting holders
$1.6B
Reported value
0.0%
Held as options
+12
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 |
|---|---|---|---|---|---|
| Global X Japan Co., Ltd. | $362.2M | 3,610,000 | 13.32% | 2q | +195.5%+$239.7M |
| LPL Financial LLC | $191.6M | 1,909,378 | 0.04% | 9q | +5.2%+$9.4M |
| SEI INVESTMENTS CO | $134.1M | 1,336,483 | 0.12% | 8q | +0.8%+$1.1M |
| Bleakley Financial Group, LLC | $117.4M | 1,170,109 | 1.50% | 3q | +9.5%+$10.1M |
| 3EDGE Asset Management, LP | $101.0M | 1,006,225 | 4.50% | 5q | -7.9%-$8.6M |
| Capital Investment Advisors, LLC | $88.0M | 877,262 | 1.16% | 6q | +5.3%+$4.4M |
| RHL GROUP, LLC | $38.8M | 388,275 | 32.30% | 3q | +33.4%+$9.7M |
| Peterson Wealth Advisors, LLC | $24.8M | 246,852 | 2.93% | 8q | +3.9%+$937.7K |
| Mirae Asset Global Investments Co., Ltd. | $23.6M | 235,450 | 0.03% | 6q | -54.5%-$28.4M |
| Accurate Wealth Management, LLC | $21.3M | 212,895 | 2.03% | 8q | +16.7%+$3.1M |
| RAYMOND JAMES FINANCIAL INC | $21.2M | 211,513 | 0.01% | 7q | -16.8%-$4.3M |
| Pacific Sage Partners, LLC | $16.1M | 160,395 | 2.28% | 6q | +16.8%+$2.3M |
| Guild Investment Management, Inc. | $14.1M | 140,100 | 9.60% | 7q | +6.4%+$844.4K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $13.6M | 135,820 | 0.02% | 9q | +2.9%+$387.3K |
| GOLDMAN SACHS GROUP INC | $13.3M | 132,842 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $13.2M | 131,596 | 0.10% | 7q | +14.5%+$1.7M |
| Chicago Wealth Management, Inc. | $13.0M | 129,887 | 4.62% | new | NEW |
| Altium Investment Strategies LLC | $12.4M | 123,364 | 17.79% | 2q | +92.3%+$5.9M |
| CreativeOne Wealth, LLC | $12.3M | 122,775 | 0.27% | 9q | +13.3%+$1.4M |
| OSAIC HOLDINGS, INC. | $11.6M | 115,745 | 0.01% | 8q | +26.9%+$2.5M |
| Convergence Financial, LLC | $11.5M | 114,886 | 0.92% | 5q | +122.9%+$6.4M |
| APS Management Group, Inc. | $11.3M | 113,080 | 8.72% | 4q | -4.3%-$505.8K |
| Maridea Wealth Management LLC | $11.1M | 110,539 | 1.20% | 2q | -14.5%-$1.9M |
| Alaethes Wealth, LLC | $10.8M | 107,308 | 3.13% | 9q | +1.4%+$150.7K |
| Gerber Kawasaki Wealth & Investment Management | $10.2M | 101,301 | 0.27% | 9q | -6.9%-$749.4K |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | $10.1M | 100,926 | 1.46% | 9q | HELD |
| Cetera Investment Advisers | $9.7M | 96,816 | 0.01% | 9q | -64.3%-$17.5M |
| EP Wealth Advisors, LLC | $9.5M | 94,206 | 0.04% | 2q | -2.8%-$273.4K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $9.4M | 93,724 | 0.02% | 9q | -14.4%-$1.6M |
| Curtis Advisory Group, LLC | $8.7M | 86,990 | 1.70% | 9q | -16.4%-$1.7M |
| Cerity Partners LLC | $8.5M | 84,866 | 0.01% | 2q | -7.0%-$639.6K |
| Perennial Investment Advisors, LLC | $8.5M | 84,691 | 0.56% | 8q | -5.6%-$500.1K |
| ROYAL BANK OF CANADA | $8.0M | 80,087 | 0.00% | 9q | +40.7%+$2.3M |
| 49 WEALTH MANAGEMENT, LLC | $8.0M | 79,834 | 0.76% | 6q | -21.8%-$2.2M |
| Financial Network Wealth Advisors LLC | $7.5M | 74,694 | 7.61% | 4q | +19.2%+$1.2M |
| MGO ONE SEVEN LLC | $7.4M | 74,199 | 0.12% | 9q | -13.1%-$1.1M |
| Capital Wealth Planning, LLC | $7.4M | 73,914 | 0.04% | new | NEW |
| DENVER WEALTH MANAGEMENT, INC. | $7.4M | 73,573 | 2.11% | 4q | +46.9%+$2.4M |
| Terril Brothers, Inc. | $7.3M | 72,742 | 1.88% | 7q | -1.6%-$121.9K |
| VERUS CAPITAL PARTNERS, LLC | $6.8M | 67,895 | 0.37% | 7q | -49.4%-$6.6M |
| TRUIST FINANCIAL CORP | $6.6M | 65,625 | 0.01% | 9q | -23.9%-$2.1M |
| ENVESTNET ASSET MANAGEMENT INC | $6.5M | 64,656 | 0.00% | 9q | +5.5%+$336.0K |
| BANK OF AMERICA CORP /DE/ | $6.1M | 60,297 | 0.00% | 6q | +17.5%+$902.4K |
| Tannin Capital LLC | $5.7M | 57,295 | 3.78% | 2q | -28.8%-$2.3M |
| HIGHLINE WEALTH PARTNERS LLC | $5.7M | 57,284 | 1.17% | 11q | -8.2%-$516.0K |
| SYKON CAPITAL LLC | $5.6M | 55,364 | 1.71% | 7q | +460.0%+$4.6M |
| Belpointe Asset Management LLC | $5.2M | 51,490 | 0.17% | 6q | -7.3%-$406.3K |
| Inspire Advisors, LLC | $4.4M | 43,605 | 0.30% | 8q | +15.4%+$584.0K |
| NOTTINGHAM ADVISORS, INC. | $4.3M | 42,953 | 0.51% | 9q | +22.9%+$803.7K |
| Concurrent Investment Advisors, LLC | $4.1M | 40,760 | 0.03% | 9q | +89.7%+$1.9M |
| ALONGSIDE, LLC | $4.0M | 39,917 | 0.76% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $3.9M | 39,246 | 0.00% | 9q | +30.0%+$907.9K |
| D.A. DAVIDSON & CO. | $3.9M | 38,576 | 0.02% | 8q | -4.3%-$174.8K |
| Life Planning Partners, Inc | $3.7M | 36,541 | 2.73% | 6q | +2.8%+$99.6K |
| Apollon Wealth Management, LLC | $3.5M | 34,600 | 0.04% | new | NEW |
| Stratos Wealth Partners, LTD. | $3.3M | 33,295 | 0.03% | 9q | +3.0%+$98.0K |
| Elm3 Financial Group, LLC | $2.9M | 28,742 | 1.98% | new | NEW |
| Merit Financial Group, LLC | $2.9M | 28,724 | 0.01% | 6q | +98.8%+$1.4M |
| Kraft, Davis & Associates, LLC | $2.9M | 28,743 | 0.60% | 2q | -2.0%-$58.5K |
| Beverly Hills Private Wealth, LLC | $2.8M | 28,030 | 0.54% | 9q | -26.7%-$1.0M |
| Plum Street Advisors, LLC | $2.2M | 21,964 | 0.70% | 10q | -1.7%-$38.9K |
| STAPP WEALTH MANAGEMENT, PLLC | $2.2M | 21,787 | 2.86% | 6q | -66.3%-$4.3M |
| SBI Securities Co., Ltd. | $2.2M | 21,561 | 0.05% | 7q | +71.2%+$899.6K |
| Ark Wealth Advisors LLC | $2.1M | 20,556 | 1.83% | 3q | -44.9%-$1.7M |
| Equitable Holdings, Inc. | $2.0M | 19,576 | 0.01% | 2q | -53.2%-$2.2M |
| Advisory Services Network, LLC | $1.9M | 19,092 | 0.02% | 7q | -2.7%-$52.7K |
| New York Life Investment Management LLC | $1.9M | 18,901 | 0.01% | 4q | +88.3%+$889.1K |
| Castle Rock Wealth Management, LLC | $1.9M | 18,838 | 0.37% | 8q | -24.6%-$616.3K |
| FLPUTNAM INVESTMENT MANAGEMENT CO | $1.8M | 18,070 | 0.02% | 9q | -29.4%-$753.8K |
| Lumbard & Kellner, LLC | $1.8M | 18,058 | 0.55% | 7q | -10.3%-$208.7K |
| MML INVESTORS SERVICES, LLC | $1.6M | 15,938 | 0.00% | 7q | +7.7%+$114.4K |
| Private Advisor Group, LLC | $1.5M | 15,415 | 0.01% | 7q | -2.8%-$44.2K |
| Precision Wealth Strategies, LLC | $1.5M | 15,377 | 0.46% | 7q | -28.2%-$605.7K |
| IFG Advisory, LLC | $1.5M | 15,136 | 0.05% | new | NEW |
| Focus Partners Wealth | $1.5M | 14,970 | 0.00% | new | NEW |
| Beacon Pointe Advisors, LLC | $1.4M | 14,393 | 0.01% | 8q | +5.2%+$71.5K |
| United Advisor Group, LLC | $1.3M | 13,411 | 0.14% | 5q | +21.3%+$236.5K |
| STIFEL FINANCIAL CORP | $1.3M | 13,349 | 0.00% | 8q | -22.2%-$381.7K |
| HARBOUR INVESTMENTS, INC. | $1.3M | 13,343 | 0.02% | 8q | -4.5%-$62.7K |
| Clear Creek Financial Management, LLC | $1.3M | 12,494 | 0.08% | 3q | -28.7%-$503.5K |
| WEST MICHIGAN ADVISORS, LLC | $1.3M | 12,459 | 0.13% | 6q | +100.9%+$628.0K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.2M | 12,336 | 0.00% | 3q | -61.6%-$2.0M |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | $1.2M | 11,813 | 0.06% | 4q | -37.7%-$718.5K |
| Integrated Wealth Concepts LLC | $1.1M | 11,391 | 0.01% | 2q | -22.0%-$323.0K |
| B.O.S.S. Retirement Advisors, LLC | $1.1M | 10,996 | 0.30% | 8q | -15.9%-$208.0K |
| McAlvany Wealth Management LLC | $951.0K | 9,478 | 0.71% | 3q | HELD |
| ROTHSCHILD INVESTMENT LLC | $928.1K | 9,250 | 0.03% | 9q | HELD |
| 5T Wealth, LLC | $902.7K | 8,996 | 0.34% | 3q | +1.3%+$11.8K |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | $828.8K | 8,260 | 0.06% | 8q | HELD |
| Soltis Investment Advisors LLC | $707.7K | 7,053 | 0.04% | 3q | HELD |
| Fiduciary Alliance LLC | $679.3K | 6,770 | 0.05% | 5q | -75.3%-$2.1M |
| Gateway Wealth Partners, LLC | $647.9K | 6,457 | 0.04% | 8q | -51.7%-$694.9K |
| HighTower Advisors, LLC | $605.7K | 6,036 | 0.00% | new | NEW |
| Kingsview Wealth Management, LLC | $580.8K | 5,788 | 0.01% | 6q | -25.8%-$201.6K |
| Hamilton Capital, LLC | $579.7K | 5,777 | 0.03% | 3q | -43.6%-$447.9K |
| SIGNATUREFD, LLC | $542.7K | 5,409 | 0.01% | new | NEW |
| JANE STREET GROUP, LLC | $532.2K | 5,304 | 0.00% | 6q | -77.0%-$1.8M |
| Anchor Bay Capital, Inc. | $526.2K | 5,254 | 0.28% | new | FIRST |
| FORTRESS PRIVATE LEDGER, LLC | $520.8K | 5,190 | 0.14% | 7q | +58.1%+$191.4K |
| VestGen Advisors, LLC | $496.5K | 4,948 | 0.01% | 2q | -3.8%-$19.5K |
Showing the largest 100 of 158 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 | 152 | $1.6B | 15,662,761 | 24 | 50 | 63 | 0.0% |
| Q1 2026 | 140 | $1.3B | 13,214,314 | 19 | 45 | 56 | 0.0% |
| Q4 2025 | 138 | $1.0B | 10,378,515 | 21 | 57 | 41 | 0.0% |
| Q3 2025 | 125 | $886.1M | 8,825,761 | 20 | 53 | 41 | 0.0% |
| Q2 2025 | 118 | $834.6M | 8,307,697 | 18 | 56 | 34 | 0.0% |
| Q1 2025 | 112 | $779.7M | 7,764,597 | 29 | 52 | 22 | 0.0% |
| Q4 2024 | 97 | $580.7M | 5,799,836 | 21 | 38 | 22 | 0.0% |
| Q3 2024 | 80 | $431.8M | 4,296,722 | 39 | 23 | 13 | 0.0% |
| Q2 2024 | 48 | $220.4M | 2,194,591 | 43 | 0 | 3 | 0.0% |
| Q1 2024 | 34 | $131.7M | 5,221,748 | 17 | 9 | 7 | 0.0% |
| Q4 2023 | 24 | $39.6M | 1,581,610 | 16 | 5 | 0 | 0.0% |
| Q3 2023 | 7 | $10.9M | 434,696 | 5 | 2 | 0 | 0.0% |
| Q2 2023 | 2 | $2.5M | 100,404 | 2 | 0 | 0 | 0.0% |