GLOBAL X FDS (DTCR)
Institutional ownership reported to the SEC as of Q2 2026, across 23 quarters.
282
Reporting holders
$1.4B
Reported value
0.2%
Held as options
+68
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 |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | $217.5M | 7,148,309 | 0.01% | 3q | +14709.3%+$216.1M |
| BANK OF AMERICA CORP /DE/ | $212.2M | 6,985,671 | 0.01% | 14q | +45.4%+$66.2M |
| LPL Financial LLC | $132.2M | 4,352,569 | 0.03% | 19q | +42.5%+$39.5M |
| MORGAN STANLEY | $98.8M | 3,254,514 | 0.01% | 14q | +34.4%+$25.3M |
| WELLS FARGO & COMPANY/MN | $60.3M | 1,986,027 | 0.01% | 6q | -42.0%-$43.6M |
| UBS Group AG | $58.1M | 1,912,403 | 0.01% | 15q | +61.2%+$22.1M |
| Parkway Wealth Management Group, LLC | $34.4M | 1,134,209 | 3.98% | new | NEW |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $30.6M | 1,008,501 | 0.02% | 4q | +37.8%+$8.4M |
| HighTower Advisors, LLC | $30.1M | 989,823 | 0.03% | 6q | +23.6%+$5.7M |
| AMERIPRISE FINANCIAL INC | $21.9M | 720,560 | 0.00% | 2q | +581.1%+$18.7M |
| NEW WAVE WEALTH ADVISORS LLC | $21.6M | 708,392 | 2.94% | 2q | +105.8%+$11.1M |
| RAYMOND JAMES FINANCIAL INC | $20.8M | 685,685 | 0.01% | 7q | +85.5%+$9.6M |
| JANE STREET GROUP, LLC | $19.9M | 656,480 | 0.00% | 3q | +1341.6%+$18.6M |
| BANK OF MONTREAL /CAN/ | $19.6M | 646,223 | 0.01% | 13q | +1169.3%+$18.1M |
| Quadrature Capital Ltd | $18.0M | 592,881 | 0.15% | 4q | +3262.9%+$17.5M |
| Cetera Investment Advisers | $18.0M | 591,486 | 0.02% | 10q | +21.2%+$3.1M |
| Hedeker Wealth, LLC | $16.9M | 557,562 | 3.23% | 11q | -5.7%-$1.0M |
| Private Advisor Group, LLC | $16.8M | 552,963 | 0.08% | 6q | +96.9%+$8.3M |
| ENVESTNET ASSET MANAGEMENT INC | $14.8M | 486,874 | 0.00% | 9q | +42.8%+$4.4M |
| Foguth Wealth Management, LLC. | $14.3M | 517,156 | 1.62% | 2q | +53.6%+$5.0M |
| OSAIC HOLDINGS, INC. | $14.3M | 469,474 | 0.02% | 22q | +50.1%+$4.8M |
| Maniro Ltd | $13.7M | 449,926 | 3.07% | new | NEW |
| ROYAL BANK OF CANADA | $12.7M | 419,189 | 0.00% | 16q | +14.2%+$1.6M |
| Pacific Life Fund Advisors LLC | $11.6M | 381,561 | 1.27% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $10.4M | 343,529 | 0.00% | 3q | +962.3%+$9.5M |
| MML INVESTORS SERVICES, LLC | $9.2M | 304,175 | 0.02% | 9q | +43.6%+$2.8M |
| Farther Finance Advisors, LLC | $9.0M | 297,391 | 0.07% | 7q | +547.3%+$7.6M |
| Mirae Asset Global Investments Co., Ltd. | $7.4M | 243,000 | 0.01% | 16q | -53.8%-$8.6M |
| WJ Wealth Management, LLC | $7.4M | 242,154 | 2.90% | new | NEW |
| POTENTIA WEALTH | $5.8M | 191,323 | 2.38% | 4q | -10.6%-$686.6K |
| Eagle Strategies LLC | $5.6M | 183,127 | 0.55% | 3q | +1.3%+$69.4K |
| S. R. Schill & Associates | $5.5M | 182,058 | 3.34% | 2q | -4.1%-$236.3K |
| INSIGNEO ADVISORY SERVICES, LLC | $5.3M | 173,881 | 0.20% | new | NEW |
| Stratos Wealth Partners, LTD. | $5.2M | 171,988 | 0.05% | 5q | +9.3%+$445.6K |
| Financial Freedom, LLC | $5.1M | 166,382 | 2.32% | 7q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $4.9M | 160,140 | 0.01% | 7q | +132.4%+$2.8M |
| Kovack Advisors, Inc. | $4.7M | 159,448 | 0.23% | new | NEW |
| Rockefeller Capital Management L.P. | $4.5M | 148,947 | 0.01% | 7q | +219.9%+$3.1M |
| Mutual Advisors, LLC | $4.5M | 148,933 | 0.09% | new | NEW |
| Kestra Advisory Services, LLC | $4.3M | 142,796 | 0.01% | 4q | +2.7%+$113.6K |
| INDEPENDENT FINANCIAL GROUP, LLC | $4.3M | 141,684 | 0.08% | 4q | +41.6%+$1.3M |
| Corient Private Wealth LP | $4.1M | 134,623 | 0.00% | 2q | +142.2%+$2.4M |
| OLD MISSION CAPITAL LLC | $4.0M | 131,450 | 0.06% | new | NEW |
| CITADEL ADVISORS LLC | $3.7M | 39,863 | 0.00% | 3q | +64.4%+$1.5M |
| J.W. COLE ADVISORS, INC. | $3.7M | 121,407 | 0.06% | 4q | +178.6%+$2.4M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $3.7M | 121,146 | 0.18% | 2q | +135.5%+$2.1M |
| AVALON CAPITAL MANAGEMENT | $3.6M | 120,097 | 0.86% | 5q | HELD |
| STIFEL FINANCIAL CORP | $3.5M | 116,462 | 0.00% | 4q | +40.3%+$1.0M |
| Equitable Holdings, Inc. | $3.3M | 110,272 | 0.02% | 3q | +48.3%+$1.1M |
| Great Diamond Partners, LLC | $3.2M | 106,710 | 0.56% | 2q | -0.8%-$26.8K |
| Kingsview Wealth Management, LLC | $3.2M | 104,263 | 0.04% | 2q | +38.8%+$885.6K |
| Merit Financial Group, LLC | $3.1M | 102,798 | 0.01% | 2q | +177.7%+$2.0M |
| B. Riley Wealth Advisors, Inc. | $2.9M | 96,326 | 0.16% | 5q | HELD |
| PRINCIPAL SECURITIES, INC. | $2.9M | 96,198 | 0.04% | 2q | +443.4%+$2.4M |
| Banco Santander, S.A. | $2.7M | 88,227 | 0.02% | 4q | HELD |
| Wiser Advisor Group LLC | $2.6M | 86,041 | 2.86% | 4q | HELD |
| Sage Capital Management, LLC | $2.6M | 84,090 | 1.00% | 4q | HELD |
| Paller Financial Services Inc | $2.5M | 83,740 | 1.90% | 3q | -6.6%-$179.1K |
| GTS SECURITIES LLC | $2.4M | 79,872 | 0.05% | 6q | +654.4%+$2.1M |
| SEAVIEW INVESTMENT MANAGERS LLC | $2.4M | 79,299 | 0.72% | 7q | +9.4%+$207.3K |
| Anderson Financial Strategies, LLC | $2.4M | 84,267 | 1.24% | 7q | -14.0%-$389.4K |
| Ciovacco Capital Management LLC | $2.3M | 74,854 | 1.01% | 2q | +263.3%+$1.6M |
| Forefront Wealth Partners, LLC | $2.2M | 73,383 | 0.69% | 3q | +46.9%+$711.0K |
| CreativeOne Wealth, LLC | $2.2M | 73,338 | 0.05% | 8q | -5.9%-$138.7K |
| Premier Private Wealth Management LLC | $2.1M | 70,466 | 1.87% | 2q | +8.7%+$170.6K |
| RFG Advisory, LLC | $2.1M | 70,120 | 0.03% | 5q | +1.6%+$33.8K |
| Prosperity Financial Group, Inc. | $2.1M | 69,518 | 0.65% | 7q | -1.0%-$22.3K |
| Wealthcare Advisory Partners LLC | $2.1M | 68,987 | 0.04% | 5q | +4.8%+$95.2K |
| AE Wealth Management LLC | $2.1M | 68,462 | 0.01% | 7q | +67.2%+$835.5K |
| NewEdge Advisors, LLC | $2.0M | 66,082 | 0.01% | new | NEW |
| Focus Partners Wealth | $2.0M | 65,748 | 0.00% | 5q | +37.2%+$541.2K |
| World Investment Advisors | $1.9M | 80,874 | 0.03% | 6q | HELD |
| Creative Planning | $1.9M | 62,238 | 0.00% | 12q | +18.4%+$293.2K |
| Lido Advisors, LLC | $1.8M | 60,115 | 0.00% | 10q | +1.1%+$20.7K |
| Diametric Capital, LP | $1.8M | 60,000 | 0.19% | new | NEW |
| VestGen Advisors, LLC | $1.8M | 59,182 | 0.05% | 2q | +23.1%+$337.4K |
| Brookstone Capital Management | $1.8M | 58,120 | 0.02% | 2q | +38.2%+$487.8K |
| Centurion Wealth Management LLC | $1.7M | 57,456 | 0.42% | 8q | -28.3%-$688.8K |
| Essex Financial Services, Inc. | $1.7M | 57,309 | 0.09% | 4q | +109.4%+$909.3K |
| MARSHALL WACE, LLP | $1.7M | 55,426 | 0.00% | new | NEW |
| D. E. Shaw & Co., Inc. | $1.7M | 54,910 | 0.00% | 2q | +137.5%+$965.5K |
| Phoenix Wealth Advisors | $1.6M | 53,028 | 0.54% | 11q | HELD |
| Per Stirling Capital Management, LLC. | $1.6M | 52,998 | 0.15% | 2q | +78.6%+$708.1K |
| Sanctuary Advisors, LLC | $1.6M | 51,649 | 0.01% | 4q | +25.0%+$313.4K |
| Lakeshore Financial Planning, Inc. | $1.6M | 51,381 | 0.50% | new | NEW |
| OPPENHEIMER & CO INC | $1.5M | 50,400 | 0.02% | 6q | HELD |
| AGH Wealth Advisors, LLC | $1.5M | 49,954 | 0.96% | 2q | +6.0%+$85.7K |
| CASCADE INVESTMENT GROUP, INC. | $1.4M | 47,744 | 0.81% | 4q | +115.6%+$777.3K |
| Concurrent Investment Advisors, LLC | $1.4M | 47,454 | 0.01% | 2q | +109.4%+$753.0K |
| Elequin Capital, LP | $1.4M | 47,347 | 0.04% | new | NEW |
| Advyzon Investment Management, LLC | $1.4M | 46,258 | 0.10% | 7q | +13.3%+$165.2K |
| Dakota Wealth Management | $1.4M | 46,072 | 0.03% | 3q | -1.9%-$27.2K |
| Visionary Wealth Advisors | $1.4M | 44,804 | 0.05% | 6q | -19.3%-$324.9K |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV | $1.4M | 44,630 | 0.79% | new | NEW |
| Arax Advisory Partners | $1.3M | 42,184 | 0.01% | new | NEW |
| High Point Wealth Management, LLC | $1.3M | 41,558 | 1.03% | 3q | +32.4%+$308.9K |
| Copia Wealth Management | $1.2M | 40,845 | 0.75% | 3q | +21.8%+$221.7K |
| Curran Financial Partners, LLC | $1.2M | 39,788 | 0.18% | 4q | +19.9%+$200.3K |
| Solutions 4 Wealth, Ltd | $1.2M | 38,810 | 1.52% | 2q | -2.0%-$23.6K |
| Fort Point Capital Partners LLC | $1.1M | 37,186 | 0.08% | 10q | HELD |
Showing the largest 100 of 293 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 | 282 | $1.4B | 46,737,862 | 84 | 119 | 34 | 0.2% |
| Q1 2026 | 214 | $636.6M | 26,435,633 | 68 | 88 | 28 | 0.4% |
| Q4 2025 | 158 | $386.1M | 18,186,215 | 35 | 67 | 24 | 0.5% |
| Q3 2025 | 134 | $230.5M | 11,261,319 | 39 | 50 | 20 | 0.0% |
| Q2 2025 | 102 | $146.7M | 7,196,938 | 13 | 37 | 27 | 8.5% |
| Q1 2025 | 105 | $113.6M | 6,907,082 | 30 | 41 | 12 | 1.1% |
| Q4 2024 | 80 | $72.6M | 4,383,192 | 31 | 16 | 13 | 0.0% |
| Q3 2024 | 47 | $68.3M | 3,876,477 | 14 | 18 | 6 | 0.0% |
| Q2 2024 | 40 | $36.6M | 2,429,030 | 11 | 10 | 10 | 0.0% |
| Q1 2024 | 29 | $33.0M | 2,190,099 | 9 | 11 | 4 | 0.0% |
| Q4 2023 | 22 | $26.3M | 1,793,251 | 6 | 6 | 6 | 0.0% |
| Q3 2023 | 18 | $9.7M | 761,505 | 3 | 4 | 7 | 0.0% |
| Q2 2023 | 20 | $8.1M | 599,466 | 3 | 4 | 6 | 0.0% |
| Q1 2023 | 19 | $8.5M | 649,693 | 5 | 2 | 6 | 0.0% |
| Q4 2022 | 21 | $21.6M | 1,726,968 | 5 | 5 | 7 | 0.0% |
| Q3 2022 | 22 | $35.8M | 2,917,248 | 6 | 7 | 5 | 0.0% |
| Q2 2022 | 19 | $41.7M | 2,814,750 | 6 | 5 | 4 | 0.0% |
| Q1 2022 | 17 | $46.4M | 2,823,712 | 6 | 3 | 5 | 0.0% |
| Q4 2021 | 12 | $41.2M | 2,221,536 | 4 | 4 | 0 | 0.0% |
| Q3 2021 | 9 | $29.8M | 1,770,724 | 3 | 4 | 0 | 0.0% |
| Q2 2021 | 7 | $24.2M | 1,403,882 | 2 | 2 | 0 | 0.0% |
| Q1 2021 | 8 | $11.3M | 717,507 | 4 | 1 | 1 | 0.0% |
| Q4 2020 | 3 | $2.2M | 138,977 | 3 | 0 | 0 | 0.0% |