HolderBook

GLOBAL X FDS (DRIV)

Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.

130
Reporting holders
$98.5M
Reported value
0.0%
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

FilerValueShares Their book Held Change
BANK OF AMERICA CORP /DE/$31.7M822,7170.00%31q+2.1%+$651.8K
LPL Financial LLC$13.4M347,3720.00%25q+13.7%+$1.6M
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$5.1M132,8270.00%22q+2.2%+$108.7K
OSAIC HOLDINGS, INC.$3.2M83,9530.00%26q+17.5%+$481.7K
RAYMOND JAMES FINANCIAL INC$2.7M71,1950.00%7q+34.9%+$710.8K
Cetera Investment Advisers$2.5M64,6910.00%22q+5.1%+$121.6K
Arax Advisory Partners$2.4M62,1210.02%3q+221.9%+$1.7M
Mirae Asset Global Investments Co., Ltd.$2.4M61,0000.00%22q-57.6%-$3.2M
ENVESTNET ASSET MANAGEMENT INC$2.2M56,1670.00%22q+13.5%+$258.0K
ROYAL BANK OF CANADA$2.2M56,1500.00%26q+68.2%+$877.8K
HARBOUR INVESTMENTS, INC.$2.1M54,5790.03%21q+19.0%+$335.9K
JANE STREET GROUP, LLC$1.9M49,2680.00%newNEW
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$1.6M42,4920.00%newNEW
CreativeOne Wealth, LLC$1.4M36,9550.03%21q+161.6%+$880.6K
COMMONWEALTH EQUITY SERVICES, LLC$1.4M35,7790.00%23q+5.1%+$67.6K
SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.0M27,2200.00%24q-54.0%-$1.2M
WELLS FARGO & COMPANY/MN$860.2K22,3010.00%21q-48.0%-$793.4K
Destination Wealth Management$844.7K21,8990.02%22q-2.3%-$19.8K
Global X Japan Co., Ltd.$811.5K21,0390.03%2qHELD
Optiver Holding B.V.$771.4K20,0000.00%4qHELD
MORGAN STANLEY$768.3K19,9200.00%24q+29.6%+$175.5K
EHRLICH FINANCIAL GROUP$749.9K19,4430.39%newNEW
GTS SECURITIES LLC$730.6K18,9420.02%newNEW
Creative Planning$588.6K15,2610.00%22q-6.6%-$41.5K
D. E. Shaw & Co., Inc.$574.7K14,8990.00%10qHELD
CITADEL ADVISORS LLC$565.9K14,6720.00%newNEW
JONES FINANCIAL COMPANIES LLLP$561.3K15,1500.00%11q+22.5%+$103.0K
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$535.6K14,6600.00%7q-8.8%-$51.4K
Moment Partners, LLC$528.2K13,6950.10%7qHELD
Allworth Financial LP$484.9K12,5710.00%20q+0.6%+$2.7K
STEPHENS INC /AR/$484.6K12,5630.01%12qHELD
Summit Financial, LLC$471.6K12,2250.01%6q+1.0%+$4.8K
AMERIPRISE FINANCIAL INC$457.7K11,8660.00%4q-19.1%-$108.0K
RFG Advisory, LLC$442.0K11,4590.01%2qHELD
MERCER GLOBAL ADVISORS INC /ADV$418.3K10,8440.00%newNEW
OPPENHEIMER & CO INC$405.0K10,5000.00%5qHELD
Wealthfront Advisers LLC$400.2K10,3770.00%4qHELD
Kestra Advisory Services, LLC$398.6K10,3150.00%3qHELD
PNC Financial Services Group, Inc.$397.6K10,3090.00%23q+13.3%+$46.6K
HighTower Advisors, LLC$372.1K9,6470.00%newNEW
STIFEL FINANCIAL CORP$349.4K9,0590.00%23q-0.5%-$1.9K
EverSource Wealth Advisors, LLC$337.0K8,7370.01%newNEW
TWO SIGMA SECURITIES, LLC$325.2K8,4310.03%newNEW
Carter Financial Group, INC.$303.4K7,8530.16%4qHELD
Stelac Advisory Services LLC$300.2K7,7820.06%6qHELD
Investmark Advisory Group LLC$294.2K7,6280.11%4qHELD
Foundations Investment Advisors, LLC$290.9K7,5420.00%newNEW
AQR CAPITAL MANAGEMENT LLC$267.8K6,9420.00%3q+2.3%+$6.0K
Sequoia Financial Advisors, LLC$263.6K6,8330.00%3qHELD
Dynamic Advisor Solutions LLC$259.3K6,7220.01%newNEW
NewEdge Advisors, LLC$257.1K6,6660.00%newNEW
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$253.5K6,7040.02%newNEW
Focus Partners Wealth$246.9K6,4000.00%newNEW
HBW ADVISORY SERVICES LLC$238.9K6,1950.02%newNEW
INDEPENDENT FINANCIAL GROUP, LLC$236.6K6,1340.00%newNEW
Mariner, LLC$226.1K5,8630.00%newNEW
Prospera Financial Services Inc$223.9K5,8060.00%2q-12.1%-$30.9K
PFG Investments, LLC$222.6K5,7720.01%newNEW
TD Waterhouse Canada Inc.$220.7K5,8450.00%19qHELD
Integrated Wealth Concepts LLC$208.7K5,4110.00%newNEW
Strive Financial Group ,LLC$190.9K4,9480.04%3q+88.6%+$89.7K
Global Retirement Partners, LLC$162.7K4,2180.00%22q+69.3%+$66.6K
Larson Financial Group LLC$121.9K3,1610.00%9qHELD
Powell Investment Advisors, LLC$116.6K3,0170.04%5q+12.8%+$13.2K
BARCLAYS PLC$115.7K3,0000.00%22qHELD
FMR LLC$112.6K2,9200.00%23q+59.0%+$41.8K
Federation des caisses Desjardins du Quebec$104.0K2,6970.00%24qHELD
SOA Wealth Advisors, LLC.$77.8K2,0180.01%22q-2.3%-$1.8K
First Bancorp, Inc /ME/$77.1K2,0000.03%newNEW
General Partner, Inc.$77.1K2,0000.04%14qHELD
Advantage Trust Co$72.5K1,8800.03%newNEW
Crews Bank & Trust$67.5K1,7500.01%7qHELD
CREATIVE FINANCIAL DESIGNS INC /ADV$64.5K1,6720.00%22q+5.0%+$3.0K
AlphaCore Capital LLC$48.7K1,2600.00%3q-1.6%
ADIRONDACK TRUST CO$48.6K1,2600.01%13qHELD
Parallel Advisors, LLC$47.1K1,2200.00%21qHELD
SBI Securities Co., Ltd.$46.3K1,2010.00%7q-4.5%-$2.2K
ARMSTRONG ADVISORY GROUP, INC$44.0K1,1400.00%15qHELD
Key Financial Inc$39.9K1,0330.01%14qHELD
First Command Advisory Services, Inc.$38.6K1,0000.00%12qHELD
DHJJ Financial Advisors, Ltd.$37.0K9580.01%5qHELD
Farther Finance Advisors, LLC$33.9K8790.00%11q-65.2%-$63.5K
BANK OF MONTREAL /CAN/$30.9K8000.00%22qHELD
Steward Partners Investment Advisory, LLC$26.1K6770.00%23q+25.6%+$5.3K
EFG International AG$25.1K6500.00%3qHELD
Strategic Wealth Partners, Ltd.$24.1K6250.00%5qHELD
Golden State Wealth Management, LLC$22.8K5910.00%7qHELD
Rockefeller Capital Management L.P.$21.8K5660.00%4q-40.0%-$14.5K
Ancora Advisors LLC$20.9K5420.00%26qHELD
HOLLENCREST CAPITAL MANAGEMENT$19.5K5050.00%15qHELD
AMERIFLEX GROUP, INC.$19.3K5000.01%3qHELD
JPMORGAN CHASE & CO$16.2K4280.00%9q+7.5%+$1.1K
ROTHSCHILD INVESTMENT LLC$15.4K4000.00%2qHELD
Murphy & Mullick Capital Management Corp$14.5K3750.01%7qHELD
Capital Investment Advisory Services, LLC$13.7K3560.00%22qHELD
Steigerwald, Gordon & Koch Inc.$12.1K3140.00%4qHELD
Cambridge Investment Research Advisors, Inc.$11.8K306,9620.01%25q+1215.5%+$10.9K
Aptus Capital Advisors, LLC$11.8K3060.00%17q+41.0%+$3.4K
Spire Wealth Management$11.6K3000.00%6qHELD
Jackson, Grant Investment Advisers, Inc.$11.5K2970.00%21qHELD

Showing the largest 100 of 137 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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 2026130$98.5M2,554,6432629160.0%
Q1 2026126$70.7M2,320,0361732210.0%
Q4 2025128$63.0M2,128,1731716370.0%
Q3 2025126$67.0M2,361,1472226230.3%
Q2 2025114$56.2M2,411,4871418330.0%
Q1 2025110$48.2M2,271,7251118380.3%
Q4 2024126$79.6M3,457,408914390.2%
Q3 2024125$87.0M3,695,972725550.2%
Q2 2024146$105.2M4,469,4921523570.2%
Q1 2024150$144.3M5,828,6451539480.5%
Q4 2023165$160.2M6,498,4011837390.2%
Q3 2023160$175.6M7,472,838949381.1%
Q2 2023179$196.2M7,472,9712230501.1%
Q1 2023167$196.6M8,173,4252638481.3%
Q4 2022144$172.9M8,514,8481829492.4%
Q3 2022184$206.4M10,259,4911449542.3%
Q2 2022200$242.0M10,941,8462236692.4%
Q1 2022217$420.6M15,005,9801467582.2%
Q4 2021230$350.5M10,991,7564890224.3%
Q3 2021177$259.7M9,219,3263163382.6%
Q2 2021162$167.1M5,610,2152966244.9%
Q1 2021148$140.4M4,974,135914335.8%
Q4 202060$21.0M873,133311320.0%
Q3 202024$6.5M384,64411710.0%
Q2 202017$3.0M204,0366220.0%
Q1 202014$2.9M254,1037210.0%
Q4 20198$1.9M129,5652220.1%
Q3 20196$242.0K15,5801120.4%
Q2 20198$7.4M549,1790310.0%
Q1 201911$8.6M650,3795110.0%
Q4 20187$8.3M708,7750000.0%