HolderBook

GLOBAL X FDS (CLOU)

Institutional ownership reported to the SEC as of Q2 2026, across 30 quarters.

83
Reporting holders
$61.7M
Reported value
0.8%
Held as options
+5
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
UBS Group AG$15.6M684,3890.00%28q-6.3%-$1.1M
MORGAN STANLEY$8.6M378,1690.00%25q+15.1%+$1.1M
TWO SIGMA INVESTMENTS, LP$5.5M242,1000.00%7q-4.6%-$263.8K
SPHERA FUNDS MANAGEMENT LTD.$4.5M195,9000.58%newNEW
LPL Financial LLC$3.7M162,0610.00%26q+21.0%+$639.8K
BANK OF AMERICA CORP /DE/$3.1M137,1600.00%26q-15.2%-$560.6K
SUSQUEHANNA INTERNATIONAL GROUP, LLP$2.3M99,7530.00%29q+117.2%+$1.2M
Clearwater Capital Advisors, LLC$2.0M87,4640.15%15q-7.3%-$156.8K
Cetera Investment Advisers$1.5M64,8650.00%21q+6.6%+$90.7K
OSAIC HOLDINGS, INC.$1.5M64,1620.00%26q-5.7%-$87.9K
ENVESTNET ASSET MANAGEMENT INC$1.2M52,5130.00%25q+16.5%+$168.7K
JONES FINANCIAL COMPANIES LLLP$1.2M52,7460.00%9qHELD
Integrated Wealth Concepts LLC$909.4K39,9930.00%11q+81.4%+$408.2K
WELLS FARGO & COMPANY/MN$884.9K38,9160.00%25q-77.6%-$3.1M
JANE STREET GROUP, LLC$663.3K29,1690.00%newNEW
RAYMOND JAMES FINANCIAL INC$654.0K28,7580.00%7q-19.3%-$156.2K
SCOTIA CAPITAL INC.$581.8K25,5820.00%3q+36.9%+$156.7K
CITADEL ADVISORS LLC$484.4Koptions only0.00%newOPTIONS
COMMONWEALTH EQUITY SERVICES, LLC$464.6K20,4290.00%25qHELD
Daiwa Securities Group Inc.$454.8K20,0000.00%20qHELD
Oder Investment Management, LLC$443.3K19,4960.30%23q-8.0%-$38.7K
ROYAL BANK OF CANADA$436.0K19,1840.00%28q-0.7%-$3.1K
IHT Wealth Management, LLC$405.1K17,8160.01%4q-7.7%-$33.7K
Kropog Financial Group, LLC$401.9K17,6740.28%7qHELD
Sanctuary Advisors, LLC$375.5K16,5140.00%9q-45.5%-$313.4K
Focus Partners Wealth$372.9K16,3970.00%11q-7.3%-$29.2K
&PARTNERS$300.5K13,2150.00%26qHELD
SteelPeak Wealth, LLC$291.8K12,8300.01%3q+27.1%+$62.2K
OPPENHEIMER & CO INC$248.1K10,9120.00%26q-6.8%-$18.0K
Archford Capital Strategies, LLC$246.6K10,8460.02%26qHELD
PNC Financial Services Group, Inc.$246.1K10,8220.00%24q-33.8%-$125.7K
NANO CAP NEW MILLENNIUM GROWTH FUND L P$227.4K10,0000.17%2q-45.9%-$193.3K
Kestra Advisory Services, LLC$209.9K9,2320.00%newNEW
HighTower Advisors, LLC$205.9K9,0550.00%newNEW
BNP PARIBAS FINANCIAL MARKETS$155.1K6,8210.00%newNEW
Rockefeller Capital Management L.P.$148.2K6,5180.00%4q+1.3%+$1.9K
CVA Family Office, LLC$145.9K6,4160.01%11qHELD
SBI Securities Co., Ltd.$134.5K5,9160.00%7q-0.7%
Ameritas Investment Partners, Inc.$117.9K5,1850.00%16q-13.3%-$18.1K
CITIGROUP INC$112.3K4,9390.00%3q-66.4%-$221.6K
Triumph Capital Management$83.6K3,6750.02%3qHELD
Prestige Wealth Management Group LLC$60.2K2,6480.01%22qHELD
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$56.0K2,4000.00%3qHELD
JPMORGAN CHASE & CO$55.5K2,4670.00%23q-25.9%-$19.4K
Geneos Wealth Management Inc.$50.0K2,2000.00%24qHELD
Institute for Wealth Management, LLC.$47.2K2,0760.00%newNEW
CREATIVE FINANCIAL DESIGNS INC /ADV$44.8K1,9720.00%24q-8.6%-$4.2K
FIFTH THIRD BANCORP$44.3K1,9500.00%newNEW
LANARK FINANCIAL, INC.$37.2K1,6370.00%4qHELD
BANK OF MONTREAL /CAN/$36.0K1,5830.00%24qHELD
NFSG Corp$34.1K1,5000.00%24qHELD
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$31.8K1,4000.00%3qHELD
Founders Financial Alliance, LLC$28.2K1,2420.00%2qHELD
Realta Investment Advisors$28.2K1,2400.01%10qHELD
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$27.7K1,2180.00%25qHELD
GROUP ONE TRADING LLC$24.0K1,0560.00%2q-0.7%
KERR FINANCIAL PLANNING Corp$24.0K1,0560.03%4q-50.0%-$24.0K
NewEdge Advisors, LLC$21.0K9230.00%newNEW
PRIVATE TRUST CO NA$18.2K8000.00%17qHELD
Aptus Capital Advisors, LLC$18.1K7960.00%16qHELD
MOTCO$11.4K5000.00%5qHELD
IFG Advisory, LLC$11.4K5000.00%newNEW
Golden State Wealth Management, LLC$11.4K5000.00%7qHELD
AE Wealth Management LLC$11.2K4910.00%7qHELD
Mosley Wealth Management$10.2K4490.00%newNEW
FMR LLC$9.3K4070.00%22q-50.8%-$9.6K
HARBOUR INVESTMENTS, INC.$8.2K3600.00%21qHELD
Center for Financial Planning, Inc.$6.8K3000.00%2qHELD
Mowery & Schoenfeld Wealth Management, LLC$5.6K2450.01%6qHELD
Global Retirement Partners, LLC$4.9K2160.00%4q+28.6%+$1.1K
Dunhill Financial, LLC$4.5K1990.00%11qHELD
Farther Finance Advisors, LLC$3.9K1720.00%6qHELD
Smartleaf Asset Management LLC$3.6K1600.00%3qHELD
Glen Eagle Advisors, LLC$3.4K1500.00%24qHELD
FWL INVESTMENT MANAGEMENT, LLC$3.2K1400.00%12q-50.0%-$3.2K
Signature Equity Partners, LLC$2.5K1080.00%newNEW
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$2.3K1010.00%26qHELD
HM PAYSON & CO$2.3K1000.00%23qHELD
Murphy & Mullick Capital Management Corp$2.3K1000.00%3qHELD
FLOW TRADERS U.S. LLC$1.5K65,6660.06%3q+171.5%
City State Bank$1.0K450.00%3qHELD
Cambridge Investment Research Advisors, Inc.$65828,9000.00%25q+94.3%
MERCER GLOBAL ADVISORS INC /ADV$569250.00%newNEW
HRT FINANCIAL LP$24510,7850.00%newNEW
Capital Investment Advisory Services, LLC$13660.00%3q-66.7%
TSFG, LLC$62500.00%24qHELD
Main Management LLC$52040.00%25qHELD
HighMark Wealth Management LLC$000.00%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 202683$61.7M2,693,0301410250.8%
Q1 202678$58.6M3,005,481918230.0%
Q4 202591$72.2M3,146,1361510301.4%
Q3 202584$86.0M3,599,734720212.7%
Q2 202590$93.7M3,960,3411621231.4%
Q1 202583$68.0M3,198,272423231.1%
Q4 202491$69.8M2,882,8341117290.9%
Q3 202485$73.9M3,421,621415432.6%
Q2 202494$120.3M6,025,725722381.6%
Q1 202494$186.3M8,375,328922322.3%
Q4 2023103$175.0M7,416,104921362.9%
Q3 2023100$127.3M6,664,8781217391.5%
Q2 202396$149.6M7,409,8281025312.0%
Q1 202397$142.0M7,109,013928319.1%
Q4 202299$120.6M6,762,6832217339.9%
Q3 2022117$197.2M12,190,7411130371.2%
Q2 2022128$217.9M12,856,4671623532.7%
Q1 2022136$327.5M14,207,1311041514.7%
Q4 2021168$434.4M13,746,87329444415.9%
Q3 2021149$351.4M11,634,8231444453.0%
Q2 2021152$366.8M12,725,6502148431.8%
Q1 2021154$387.9M14,346,2802947404.8%
Q4 2020144$573.4M19,186,4642567196.6%
Q3 2020122$405.3M16,424,4435242123.2%
Q2 202076$283.5M13,226,752471960.0%
Q1 202036$151.9M10,401,01217930.0%
Q4 201925$155.8M9,893,1545770.0%
Q3 201923$161.1M10,994,38311740.0%
Q2 201913$187.4M11,837,05512000.0%
Q1 20191$20.0K6961000.0%