GLOBAL X FDS (DJIA)
Institutional ownership reported to the SEC as of Q2 2026, across 18 quarters.
50
Reporting holders
$58.3M
Reported value
0.0%
Held as options
-1
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 |
|---|---|---|---|---|---|
| LPL Financial LLC | $21.9M | 989,506 | 0.00% | 14q | +46.4%+$6.9M |
| J.W. COLE ADVISORS, INC. | $10.3M | 467,472 | 0.18% | 5q | -0.7%-$69.5K |
| XML Financial, LLC | $6.0M | 271,811 | 0.44% | 13q | +352.0%+$4.7M |
| OSAIC HOLDINGS, INC. | $4.1M | 183,183 | 0.00% | 17q | -2.3%-$95.5K |
| RAYMOND JAMES FINANCIAL INC | $2.0M | 91,269 | 0.00% | 7q | +2.5%+$49.1K |
| ROYAL BANK OF CANADA | $1.5M | 68,658 | 0.00% | 14q | +168.6%+$954.2K |
| Cetera Investment Advisers | $1.2M | 56,144 | 0.00% | 6q | +35.8%+$327.4K |
| OLD MISSION CAPITAL LLC | $1.2M | 52,766 | 0.02% | new | NEW |
| NWF Advisory Services Inc. | $1.1M | 50,400 | 0.10% | 6q | -2.7%-$31.0K |
| STIFEL FINANCIAL CORP | $1.1M | 50,288 | 0.00% | 6q | +120.7%+$608.8K |
| ENVESTNET ASSET MANAGEMENT INC | $995.3K | 44,954 | 0.00% | 6q | +50.7%+$335.0K |
| PMG Family Office LLC | $577.5K | 26,086 | 0.53% | 4q | +4.5%+$24.9K |
| Private Advisor Group, LLC | $531.4K | 24,000 | 0.00% | 4q | +26.3%+$110.7K |
| BEAM WEALTH ADVISORS, INC. | $515.3K | 23,944 | 0.06% | 16q | +77.2%+$224.5K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $510.2K | 23,106 | 0.03% | 3q | +101.7%+$257.2K |
| HARBOUR INVESTMENTS, INC. | $479.4K | 21,652 | 0.01% | 15q | -0.9%-$4.4K |
| Mutual Advisors, LLC | $469.5K | 21,205 | 0.01% | 4q | +3.2%+$14.4K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $405.7K | 18,324 | 0.00% | 12q | +0.7%+$2.8K |
| WCG Wealth Advisors LLC | $394.3K | 17,811 | 0.01% | 6q | -47.1%-$350.7K |
| MML INVESTORS SERVICES, LLC | $319.2K | 14,418 | 0.00% | new | NEW |
| Murphy & Mullick Capital Management Corp | $286.4K | 12,935 | 0.18% | 6q | -5.7%-$17.2K |
| CreativeOne Wealth, LLC | $281.7K | 12,725 | 0.01% | 9q | HELD |
| Tactive Advisors, LLC | $274.2K | 12,385 | 0.07% | 5q | -1.8%-$5.0K |
| CITADEL ADVISORS LLC | $273.4K | 12,350 | 0.00% | new | NEW |
| FSM Wealth Advisors, LLC | $258.8K | 11,687 | 0.03% | new | NEW |
| Sonoma Allocations LLC | $219.6K | 9,907 | 0.07% | 4q | HELD |
| PRIVATE TRUST CO NA | $199.6K | 9,017 | 0.02% | 13q | HELD |
| Founders Financial Alliance, LLC | $187.7K | 8,480 | 0.02% | 13q | -3.8%-$7.4K |
| BANK OF MONTREAL /CAN/ | $158.2K | 7,145 | 0.00% | 5q | HELD |
| FIFTH THIRD BANCORP | $118.5K | 5,354 | 0.00% | 2q | +1.9%+$2.3K |
| IFP Advisors, Inc | $104.0K | 4,696 | 0.00% | 5q | +3.7%+$3.7K |
| SBI Securities Co., Ltd. | $78.3K | 3,535 | 0.00% | 7q | +14.3%+$9.8K |
| Cape Investment Advisory, Inc. | $63.8K | 2,880 | 0.02% | new | NEW |
| HighTower Advisors, LLC | $26.6K | options only | 0.00% | 3q | OPTIONS |
| Integrated Wealth Concepts LLC | $17.7K | 800 | 0.00% | new | NEW |
| SIMPLEX TRADING, LLC | $17.4K | 786 | 0.00% | 4q | -40.7%-$12.0K |
| GROUP ONE TRADING LLC | $13.3K | 600 | 0.00% | 2q | +76.5%+$5.8K |
| WELLS FARGO & COMPANY/MN | $10.3K | 464 | 0.00% | 4q | +23100.0%+$10.2K |
| MORGAN STANLEY | $10.3K | 463 | 0.00% | 12q | -16.3%-$2.0K |
| Triumph Capital Management | $8.9K | 400 | 0.00% | 3q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $7.2K | 323 | 0.00% | new | NEW |
| PNC Financial Services Group, Inc. | $3.9K | 175 | 0.00% | new | NEW |
| DHJJ Financial Advisors, Ltd. | $3.6K | 163 | 0.00% | 12q | HELD |
| IFG Advisory, LLC | $2.9K | 130 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $2.2K | 100,528 | 0.00% | 5q | +101.9%+$1.1K |
| FMR LLC | $2.0K | 91 | 0.00% | 8q | HELD |
| Janney Montgomery Scott LLC | $1.5K | 65,612 | 0.00% | 15q | +10.1% |
| NATIONAL BANK OF CANADA /FI/ | $1.4K | 62 | 0.00% | 16q | HELD |
| Abound Wealth Management | $803 | 36 | 0.00% | new | NEW |
| Global Retirement Partners, LLC | $443 | 20 | 0.00% | new | NEW |
| VALICENTI ADVISORY SERVICES INC | $216 | 9,740 | 0.04% | new | NEW |
| KERR FINANCIAL PLANNING Corp | $23 | 1 | 0.00% | new | NEW |
| CITIGROUP INC | $22 | 1 | 0.00% | new | NEW |
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 | 50 | $58.3M | 2,634,608 | 13 | 18 | 10 | 0.0% |
| Q1 2026 | 51 | $42.5M | 2,017,222 | 9 | 21 | 10 | 0.1% |
| Q4 2025 | 48 | $41.6M | 1,890,053 | 9 | 16 | 14 | 0.1% |
| Q3 2025 | 47 | $41.4M | 1,902,306 | 7 | 14 | 13 | 0.0% |
| Q2 2025 | 46 | $49.4M | 2,278,038 | 7 | 24 | 4 | 0.0% |
| Q1 2025 | 42 | $34.3M | 1,555,121 | 13 | 13 | 4 | 0.1% |
| Q4 2024 | 33 | $28.0M | 1,246,673 | 7 | 10 | 5 | 0.1% |
| Q3 2024 | 30 | $28.4M | 1,233,156 | 4 | 9 | 9 | 0.0% |
| Q2 2024 | 32 | $28.1M | 1,271,568 | 3 | 14 | 6 | 0.0% |
| Q1 2024 | 35 | $29.1M | 1,277,250 | 5 | 15 | 6 | 0.0% |
| Q4 2023 | 35 | $25.3M | 1,156,330 | 6 | 13 | 10 | 0.0% |
| Q3 2023 | 31 | $25.9M | 1,213,782 | 10 | 12 | 3 | 0.0% |
| Q2 2023 | 27 | $19.7M | 889,302 | 9 | 10 | 3 | 0.0% |
| Q1 2023 | 24 | $18.0M | 826,705 | 9 | 9 | 2 | 0.0% |
| Q4 2022 | 15 | $19.1M | 873,129 | 8 | 3 | 2 | 0.0% |
| Q3 2022 | 14 | $19.2M | 877,794 | 9 | 3 | 0 | 1.4% |
| Q2 2022 | 6 | $12.2M | 528,255 | 5 | 0 | 0 | 0.0% |
| Q1 2022 | 4 | $2.2M | 87,473 | 4 | 0 | 0 | 0.0% |