GLOBAL X FDS (DIV)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
128
Reporting holders
$201.5M
Reported value
0.2%
Held as options
+4
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 |
|---|---|---|---|---|---|
| FUKOKU MUTUAL LIFE INSURANCE Co | $35.7M | 1,873,000 | 2.08% | 13q | HELD |
| LPL Financial LLC | $26.0M | 1,363,653 | 0.01% | 31q | +44.8%+$8.0M |
| Global X Japan Co., Ltd. | $15.0M | 785,840 | 0.55% | 2q | +5.7%+$811.0K |
| WELLS FARGO & COMPANY/MN | $14.0M | 733,732 | 0.00% | 31q | -45.6%-$11.7M |
| MORGAN STANLEY | $13.9M | 728,727 | 0.00% | 35q | +26.8%+$2.9M |
| Keeler Thomas Management LLC | $12.0M | 627,865 | 4.24% | 2q | +3.8%+$441.5K |
| GOLDMAN SACHS GROUP INC | $7.8M | 410,199 | 0.00% | 7q | +33.0%+$1.9M |
| Wealthfront Advisers LLC | $6.6M | 343,937 | 0.01% | 20q | +3.6%+$225.2K |
| BANK OF AMERICA CORP /DE/ | $5.7M | 301,693 | 0.00% | 31q | -26.8%-$2.1M |
| TWO SIGMA INVESTMENTS, LP | $5.4M | 281,800 | 0.00% | 8q | -26.8%-$2.0M |
| ROYAL BANK OF CANADA | $4.1M | 213,689 | 0.00% | 31q | +4.8%+$188.1K |
| Proficio Capital Partners LLC | $4.0M | 211,100 | 0.14% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $3.3M | 174,500 | 0.00% | 31q | -2.1%-$72.3K |
| IHT Wealth Management, LLC | $3.1M | 162,964 | 0.07% | 3q | HELD |
| SMART Wealth LLC | $3.1M | 161,278 | 0.66% | 10q | -9.0%-$303.7K |
| JONES FINANCIAL COMPANIES LLLP | $2.7M | 137,411 | 0.00% | 9q | +40.2%+$761.4K |
| AE Wealth Management LLC | $2.6M | 134,790 | 0.01% | 31q | +25.0%+$514.3K |
| Cetera Investment Advisers | $2.4M | 127,747 | 0.00% | 6q | HELD |
| Sherry Group, Inc. | $2.3M | 118,906 | 2.24% | 3q | +4.4%+$96.4K |
| Private Advisor Group, LLC | $2.2M | 116,206 | 0.01% | 20q | +29.4%+$502.5K |
| RAYMOND JAMES FINANCIAL INC | $1.6M | 83,194 | 0.00% | 7q | +23.6%+$302.8K |
| Mirae Asset Global Investments Co., Ltd. | $1.3M | 69,000 | 0.00% | 31q | -53.4%-$1.5M |
| OSAIC HOLDINGS, INC. | $1.3M | 67,883 | 0.00% | 26q | +18.9%+$205.2K |
| SEI INVESTMENTS CO | $1.2M | 64,083 | 0.00% | 3q | +34.4%+$312.3K |
| ENVESTNET ASSET MANAGEMENT INC | $1.1M | 57,454 | 0.00% | 31q | +6.7%+$68.9K |
| JPMORGAN CHASE & CO | $1.1M | 56,000 | 0.00% | 25q | -12.1%-$148.2K |
| Kestra Advisory Services, LLC | $1.0M | 54,265 | 0.00% | 7q | +38.8%+$289.0K |
| Steward Partners Investment Advisory, LLC | $971.0K | 50,971 | 0.00% | 8q | -12.6%-$140.1K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $965.1K | 50,659 | 0.00% | 18q | -1.5%-$14.9K |
| Point Nemo Capital, LLC | $913.8K | 47,968 | 0.46% | new | NEW |
| Eagle Strategies LLC | $893.2K | 46,888 | 0.09% | 9q | +6.5%+$54.2K |
| UBS Group AG | $778.5K | 40,866 | 0.00% | 31q | +8.0%+$57.6K |
| Wealth Advisory Solutions, LLC | $740.7K | 38,880 | 0.15% | 10q | +4.5%+$31.7K |
| MML INVESTORS SERVICES, LLC | $670.1K | 35,176 | 0.00% | 13q | +27.6%+$145.1K |
| CreativeOne Wealth, LLC | $665.9K | 34,955 | 0.01% | 3q | +22.6%+$122.6K |
| Triumph Capital Management | $580.6K | 30,478 | 0.11% | 21q | HELD |
| Global Retirement Partners, LLC | $568.9K | 29,865 | 0.01% | new | NEW |
| Advyzon Investment Management, LLC | $560.6K | 29,429 | 0.04% | 7q | +59.0%+$208.0K |
| RHODES INVESTMENT ADVISORS INC /ADV | $550.5K | 28,899 | 0.40% | 3q | +0.5%+$2.9K |
| Tower Research Capital LLC (TRC) | $530.3K | 27,837 | 0.01% | new | NEW |
| Cypress Capital Group | $482.3K | 25,319 | 0.05% | 5q | HELD |
| Capital Investment Advisory Services, LLC | $456.9K | 23,982 | 0.03% | 4q | +1.6%+$7.3K |
| Concurrent Investment Advisors, LLC | $438.9K | 23,039 | 0.00% | 3q | +13.7%+$52.9K |
| RFG Advisory, LLC | $428.7K | 22,502 | 0.01% | 11q | +1.5%+$6.3K |
| SeaCrest Wealth Management, LLC | $388.6K | 20,400 | 0.04% | 2q | +85.5%+$179.1K |
| Focus Partners Advisor Solutions, LLC | $386.0K | 20,260 | 0.00% | 3q | HELD |
| Squire Investment Management Company, LLC | $384.8K | 20,200 | 0.09% | 11q | HELD |
| CITADEL ADVISORS LLC | $375.3K | options only | 0.00% | 2q | OPTIONS |
| Kingsview Wealth Management, LLC | $365.7K | 19,198 | 0.00% | 7q | -19.1%-$86.6K |
| RETIREMENT PLANNING GROUP, LLC / NY | $357.4K | 18,761 | 0.19% | 4q | +1.7%+$5.9K |
| Synergy Financial Group, LTD | $327.0K | 17,163 | 0.24% | 2q | HELD |
| Foundations Investment Advisors, LLC | $326.1K | 17,117 | 0.00% | 15q | HELD |
| J.W. COLE ADVISORS, INC. | $306.9K | 16,108 | 0.01% | 5q | -5.7%-$18.7K |
| PNC Financial Services Group, Inc. | $300.0K | 15,748 | 0.00% | 2q | HELD |
| Creative Planning | $295.9K | 15,532 | 0.00% | 7q | +22.6%+$54.5K |
| Carroll Advisory Group, LLC | $289.9K | 15,219 | 0.10% | 2q | +5.9%+$16.2K |
| NTV Asset Management LLC | $289.6K | 15,200 | 0.03% | 18q | +16.9%+$41.9K |
| Founders Financial Alliance, LLC | $274.1K | 14,386 | 0.04% | 24q | +23.9%+$52.8K |
| Indivisible Partners | $267.2K | 14,025 | 0.02% | 3q | HELD |
| Caitlin John, LLC | $264.0K | 13,859 | 0.14% | 11q | -11.8%-$35.3K |
| Western Wealth Management, LLC | $251.6K | 13,209 | 0.01% | 2q | -2.1%-$5.4K |
| Sequent Planning LLC | $249.9K | 13,118 | 0.05% | 5q | +12.5%+$27.9K |
| STIFEL FINANCIAL CORP | $247.5K | 12,991 | 0.00% | 31q | +0.6%+$1.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $223.8K | 11,750 | 0.00% | 2q | -26.4%-$80.3K |
| Cornerstone Management, Inc. | $223.1K | 11,710 | 0.03% | 11q | HELD |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $218.5K | 11,472 | 0.00% | 21q | -15.4%-$39.7K |
| Joseph P. Lucia & Associates, LLC | $208.0K | 10,920 | 0.06% | 30q | HELD |
| SCOTIA CAPITAL INC. | $207.4K | 10,888 | 0.00% | 7q | HELD |
| Focus Financial Network, Inc. | $200.1K | 10,505 | 0.01% | 3q | +1.4%+$2.8K |
| Savvy Advisors, Inc. | $198.9K | 10,440 | 0.00% | 2q | HELD |
| Mariner, LLC | $194.3K | 10,200 | 0.00% | 21q | -77.1%-$654.1K |
| 1900 WEALTH MANAGEMENT LLC | $191.6K | 10,060 | 0.01% | 18q | -1.3%-$2.5K |
| Mattern Wealth Management LLC | $191.5K | 10,050 | 0.03% | new | NEW |
| Farther Finance Advisors, LLC | $188.6K | 9,900 | 0.00% | 14q | -32.6%-$91.1K |
| Integrated Wealth Concepts LLC | $167.6K | 8,800 | 0.00% | new | NEW |
| SBI Securities Co., Ltd. | $143.8K | 7,546 | 0.00% | 7q | -2.8%-$4.1K |
| Crews Bank & Trust | $139.2K | 7,305 | 0.02% | 7q | HELD |
| US BANCORP \DE\ | $101.3K | 5,320 | 0.00% | 6q | HELD |
| NewEdge Advisors, LLC | $97.3K | 5,106 | 0.00% | new | NEW |
| SouthState Bank Corp | $95.2K | 5,000 | 0.00% | 2q | HELD |
| Qube Research & Technologies Ltd | $92.0K | 4,828 | 0.00% | 23q | -62.2%-$151.5K |
| FMR LLC | $91.4K | 4,797 | 0.00% | 22q | +88.6%+$42.9K |
| IFP Advisors, Inc | $90.2K | 4,736 | 0.00% | 23q | +6.5%+$5.5K |
| HUNTINGTON NATIONAL BANK | $85.7K | 4,500 | 0.00% | 9q | HELD |
| Quest 10 Wealth Builders, Inc. | $82.1K | 4,312 | 0.06% | 7q | HELD |
| NATIONAL BANK OF CANADA /FI/ | $67.7K | 3,550 | 0.00% | 19q | -23.7%-$21.0K |
| COMPASS FINANCIAL MANAGEMENT LLC | $63.0K | 3,223 | 0.01% | new | FIRST |
| Burnham & Co LLC | $43.3K | 2,275 | 0.03% | new | FIRST |
| CITIGROUP INC | $40.9K | 2,145 | 0.00% | 9q | +257.5%+$29.4K |
| NFSG Corp | $40.0K | 2,100 | 0.00% | 7q | +16.7%+$5.7K |
| PRIVATE TRUST CO NA | $38.1K | 2,000 | 0.00% | 17q | HELD |
| Regatta Research & Money Management | $36.8K | 1,932 | 0.03% | new | FIRST |
| MERCER GLOBAL ADVISORS INC /ADV | $33.9K | 1,782 | 0.00% | new | NEW |
| FIFTH THIRD BANCORP | $29.4K | 1,544 | 0.00% | 2q | -30.7%-$13.0K |
| JFS WEALTH ADVISORS, LLC | $29.4K | 1,544 | 0.00% | 11q | HELD |
| TRUST CO OF VERMONT | $28.6K | 1,500 | 0.00% | 3q | HELD |
| MATHER GROUP, LLC. | $17.0K | 893 | 0.00% | new | NEW |
| Rockefeller Capital Management L.P. | $15.3K | 801 | 0.00% | 4q | +1.6% |
| BLAIR WILLIAM & CO/IL | $14.3K | 750 | 0.00% | 5q | HELD |
| Lodestone Wealth Management LLC | $11.2K | 591 | 0.00% | 3q | +1.7% |
Showing the largest 100 of 131 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 | 128 | $201.5M | 10,552,783 | 15 | 45 | 24 | 0.2% |
| Q1 2026 | 124 | $198.0M | 10,475,106 | 18 | 41 | 31 | 0.0% |
| Q4 2025 | 129 | $167.0M | 9,657,517 | 20 | 41 | 23 | 0.0% |
| Q3 2025 | 116 | $168.5M | 9,524,082 | 12 | 42 | 33 | 0.0% |
| Q2 2025 | 119 | $176.4M | 10,020,373 | 9 | 48 | 19 | 0.2% |
| Q1 2025 | 114 | $169.3M | 8,972,150 | 8 | 41 | 31 | 0.2% |
| Q4 2024 | 115 | $159.1M | 8,821,346 | 15 | 28 | 32 | 0.0% |
| Q3 2024 | 102 | $228.5M | 10,073,017 | 8 | 38 | 26 | 0.2% |
| Q2 2024 | 110 | $153.2M | 8,870,782 | 14 | 43 | 30 | 0.1% |
| Q1 2024 | 110 | $177.0M | 10,104,466 | 12 | 25 | 41 | 0.1% |
| Q4 2023 | 104 | $177.9M | 10,346,166 | 10 | 33 | 29 | 0.1% |
| Q3 2023 | 99 | $144.4M | 8,902,711 | 16 | 33 | 25 | 0.2% |
| Q2 2023 | 95 | $133.6M | 7,982,325 | 15 | 25 | 28 | 0.3% |
| Q1 2023 | 89 | $133.1M | 7,622,140 | 10 | 34 | 27 | 0.1% |
| Q4 2022 | 89 | $136.4M | 7,222,099 | 18 | 34 | 23 | 0.5% |
| Q3 2022 | 101 | $141.5M | 7,990,803 | 13 | 43 | 23 | 0.3% |
| Q2 2022 | 104 | $144.8M | 7,416,759 | 12 | 46 | 22 | 0.3% |
| Q1 2022 | 102 | $777.4M | 37,000,330 | 17 | 39 | 25 | 0.1% |
| Q4 2021 | 100 | $142.8M | 6,827,325 | 16 | 36 | 24 | 0.4% |
| Q3 2021 | 91 | $119.0M | 6,118,898 | 13 | 32 | 25 | 0.0% |
| Q2 2021 | 96 | $137.6M | 6,885,747 | 25 | 36 | 20 | 0.0% |
| Q1 2021 | 79 | $124.6M | 6,429,094 | 14 | 28 | 20 | 0.0% |
| Q4 2020 | 72 | $114.2M | 6,827,966 | 13 | 21 | 26 | 0.0% |
| Q3 2020 | 62 | $101.4M | 6,705,826 | 8 | 16 | 24 | 0.0% |
| Q2 2020 | 59 | $105.6M | 7,040,978 | 9 | 18 | 22 | 0.0% |
| Q1 2020 | 67 | $92.3M | 7,167,099 | 14 | 21 | 20 | 0.0% |
| Q4 2019 | 76 | $199.2M | 8,400,491 | 10 | 23 | 19 | 0.1% |
| Q3 2019 | 66 | $192.3M | 8,158,581 | 12 | 19 | 18 | 0.0% |
| Q2 2019 | 62 | $185.4M | 8,185,796 | 11 | 24 | 10 | 0.0% |
| Q1 2019 | 61 | $159.6M | 6,312,763 | 3 | 27 | 10 | 0.0% |
| Q4 2018 | 61 | $102.8M | 4,579,083 | 1 | 0 | 2 | 0.0% |