GLOBAL X FDS (EFAS)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
22
Reporting holders
$11.7M
Reported value
0.0%
Held as options
+3
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 |
|---|---|---|---|---|---|
| 3EDGE Asset Management, LP | $3.8M | 176,867 | 0.17% | new | NEW |
| OSAIC HOLDINGS, INC. | $1.3M | 62,961 | 0.00% | 26q | +77.6%+$587.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | $767.5K | 35,930 | 0.00% | 4q | +9.9%+$69.1K |
| Cetera Investment Advisers | $725.1K | 33,947 | 0.00% | 4q | +13.1%+$83.9K |
| Encompass More Asset Management | $688.1K | 32,214 | 0.10% | new | NEW |
| Rockefeller Capital Management L.P. | $683.5K | 32,000 | 0.00% | 24q | HELD |
| LPL Financial LLC | $609.5K | 28,535 | 0.00% | 25q | -7.6%-$50.2K |
| KINGSWOOD WEALTH ADVISORS, LLC | $607.2K | 28,427 | 0.02% | 2q | +29.4%+$137.9K |
| Owen LaRue, LLC | $536.1K | 25,099 | 0.19% | 3q | +10.9%+$52.5K |
| JANE STREET GROUP, LLC | $402.9K | 18,863 | 0.00% | 2q | -39.6%-$263.7K |
| BROWN ADVISORY INC | $320.3K | 14,994 | 0.00% | 4q | +28.4%+$70.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $319.7K | 14,967 | 0.00% | 4q | -19.3%-$76.6K |
| Farther Finance Advisors, LLC | $237.0K | 11,094 | 0.00% | 4q | +4.5%+$10.3K |
| Orion Porfolio Solutions, LLC | $233.0K | 10,906 | 0.00% | new | NEW |
| Atlas Brown,Inc. | $211.7K | 9,910 | 0.06% | new | NEW |
| EP Wealth Advisors, LLC | $128.2K | 6,000 | 0.00% | new | NEW |
| SHP Wealth Management | $53.7K | 2,512 | 0.00% | 3q | HELD |
| UBS Group AG | $36.4K | 1,705 | 0.00% | 4q | +11266.7%+$36.1K |
| SWAN Capital LLC | $30.1K | 1,410 | 0.01% | 2q | +141.0%+$17.6K |
| Founders Financial Alliance, LLC | $19.4K | 906 | 0.00% | 24q | HELD |
| Cambridge Investment Research Advisors, Inc. | $1.1K | 51,338 | 0.00% | 4q | +323.8% |
| MORGAN STANLEY | $35 | 1 | 0.00% | 8q | -50.0% |
| WELLS FARGO & COMPANY/MN | $3 | 0 | 0.00% | 14q | HELD |
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 | 22 | $11.7M | 549,248 | 5 | 9 | 4 | 0.0% |
| Q1 2026 | 19 | $6.0M | 284,000 | 5 | 7 | 2 | 0.0% |
| Q4 2025 | 22 | $9.5M | 492,037 | 5 | 3 | 10 | 0.0% |
| Q3 2025 | 16 | $7.9M | 417,286 | 6 | 2 | 3 | 0.0% |
| Q2 2025 | 12 | $6.5M | 357,352 | 6 | 2 | 1 | 0.0% |
| Q1 2025 | 10 | $1.7M | 106,503 | 3 | 2 | 1 | 0.0% |
| Q4 2024 | 10 | $1.0M | 72,781 | 2 | 0 | 2 | 0.0% |
| Q3 2024 | 11 | $1.7M | 108,331 | 2 | 1 | 3 | 0.0% |
| Q2 2024 | 14 | $4.2M | 295,748 | 2 | 2 | 6 | 0.0% |
| Q1 2024 | 13 | $2.4M | 160,616 | 2 | 2 | 2 | 0.0% |
| Q4 2023 | 19 | $4.0M | 280,325 | 3 | 5 | 5 | 0.0% |
| Q3 2023 | 16 | $3.4M | 261,039 | 3 | 2 | 6 | 0.0% |
| Q2 2023 | 15 | $4.3M | 321,521 | 1 | 6 | 2 | 0.0% |
| Q1 2023 | 15 | $3.3M | 239,618 | 7 | 3 | 2 | 0.0% |
| Q4 2022 | 10 | $1.9M | 141,489 | 3 | 4 | 2 | 0.0% |
| Q3 2022 | 9 | $1.6M | 135,920 | 0 | 3 | 4 | 0.0% |
| Q2 2022 | 10 | $2.7M | 195,534 | 1 | 4 | 3 | 0.0% |
| Q1 2022 | 11 | $3.1M | 197,800 | 2 | 4 | 3 | 0.1% |
| Q4 2021 | 9 | $4.9M | 313,781 | 1 | 2 | 4 | 0.0% |
| Q3 2021 | 11 | $5.0M | 323,864 | 1 | 3 | 5 | 0.0% |
| Q2 2021 | 11 | $6.6M | 409,763 | 3 | 3 | 2 | 0.0% |
| Q1 2021 | 10 | $4.7M | 297,814 | 1 | 4 | 2 | 0.0% |
| Q4 2020 | 12 | $4.1M | 281,348 | 0 | 4 | 4 | 0.0% |
| Q3 2020 | 12 | $2.5M | 204,721 | 2 | 2 | 4 | 0.0% |
| Q2 2020 | 13 | $2.1M | 169,401 | 6 | 1 | 4 | 0.0% |
| Q1 2020 | 12 | $1.1M | 102,745 | 3 | 4 | 2 | 0.0% |
| Q4 2019 | 14 | $5.4M | 307,479 | 2 | 4 | 6 | 0.0% |
| Q3 2019 | 11 | $3.9M | 250,861 | 6 | 2 | 2 | 0.0% |
| Q2 2019 | 5 | $2.3M | 144,510 | 2 | 2 | 1 | 0.0% |
| Q1 2019 | 6 | $1.3M | 82,479 | 0 | 1 | 3 | 0.0% |
| Q4 2018 | 9 | $1.6M | 105,803 | 1 | 0 | 0 | 0.0% |