# GLOBAL X FDS (COPX)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/COPX/

- Reporting holders: 15
- Reported value: $34.8M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [MFA WEALTH ADVISORS, LLC](https://holderbook.com/funds/1688184-mfa-wealth-advisors-llc/) | $11.1M | 130,681 | 1.9% | 3 |
| [Stonebridge Financial Group, LLC](https://holderbook.com/funds/2009367-stonebridge-financial-group-llc/) | $5.8M | 68,474 | 0.4% | 2 |
| [Lake Hills Wealth Management, LLC](https://holderbook.com/funds/1705594-lake-hills-wealth-management-llc/) | $4.7M | 55,006 | 2.1% | 3 |
| [Tactive Advisors, LLC](https://holderbook.com/funds/2002409-tactive-advisors-llc/) | $2.4M | 28,330 | 0.6% | 6 |
| [JUNCTURE WEALTH STRATEGIES, LLC](https://holderbook.com/funds/1632866-juncture-wealth-strategies-llc/) | $2.3M | 27,197 | 0.6% | 3 |
| [Balefire, LLC](https://holderbook.com/funds/1750924-balefire-llc/) | $2.0M | 23,961 | 0.3% | 5 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $1.5M | 17,529 | 0.0% | 3 |
| [Miller Global Investments, LLC](https://holderbook.com/funds/2099097-miller-global-investments-llc/) | $1.5M | 17,236 | 1.2% | 4 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $1.5M | 17,165 | 0.8% | 2 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $967.4K | 11,422 | 0.0% | 6 |
| [CapWealth Advisors, LLC](https://holderbook.com/funds/1531809-capwealth-advisors-llc/) | $628.9K | 7,425 | 0.0% | 10 |
| [Castleview Partners, LLC](https://holderbook.com/funds/1737088-castleview-partners-llc/) | $283.3K | 3,345 | 0.1% | 4 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $211.8K | 2,501 | 0.0% | 1 |
| [Noble Wealth Management PBC](https://holderbook.com/funds/2055065-noble-wealth-management-pbc/) | $42.4K | 500 | 0.0% | 2 |
| [Bangor Savings Bank](https://holderbook.com/funds/1352675-bangor-savings-bank/) | $1.0K | 12 | 0.0% | 2 |
| [Polaris Financial Partners](https://holderbook.com/funds/2103435-polaris-financial-partners/) | $43 | 507 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 15 | $34.8M |
| Q2 2026 | 491 | $5.0B |
| Q1 2026 | 432 | $3.5B |
| Q4 2025 | 303 | $2.5B |
| Q3 2025 | 229 | $1.9B |
| Q2 2025 | 201 | $801.2M |
| Q1 2025 | 189 | $761.5M |
| Q4 2024 | 194 | $721.4M |
| Q3 2024 | 200 | $1.2B |
| Q2 2024 | 215 | $1.1B |
| Q1 2024 | 168 | $868.4M |
| Q4 2023 | 156 | $567.2M |