GLOBAL X FDS (GOEX)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
29
Reporting holders
$34.0M
Reported value
2.0%
Calls
0.0%
Puts
+3
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| NewEdge Advisors, LLC | $10.4M | 151,159 | 0.03% | new | NEW |
| MORGAN STANLEY | $5.3M | 76,010 | 0.00% | 35q | HELD |
| LPL Financial LLC | $3.6M | 52,274 | 0.00% | 25q | -16.8%-$731.1K |
| CITADEL ADVISORS LLC | $2.5M | 25,706 | 0.00% | 4q | +255.7%+$1.8M |
| Federation des caisses Desjardins du Quebec | $2.1M | 30,068 | 0.01% | 38q | +20.2%+$349.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.8M | 26,646 | 0.00% | 3q | +28.8%+$412.4K |
| JANE STREET GROUP, LLC | $1.4M | 20,708 | 0.00% | 2q | +332.6%+$1.1M |
| RAYMOND JAMES FINANCIAL INC | $951.3K | 13,762 | 0.00% | 5q | -27.7%-$364.1K |
| Virtu Financial LLC | $847.0K | 12,257 | 0.03% | new | NEW |
| OLD MISSION CAPITAL LLC | $838.3K | 12,127 | 0.01% | 3q | +36.2%+$222.7K |
| Cambridge Investment Research Advisors, Inc. | $808.0K | 11,680 | 0.00% | 3q | +114.8%+$431.8K |
| Global Retirement Partners, LLC | $601.2K | 8,696 | 0.01% | 12q | -2.7%-$16.5K |
| Cetera Investment Advisers | $407.3K | 5,892 | 0.00% | 3q | +3.9%+$15.2K |
| HRT FINANCIAL LP | $315.0K | 4,562 | 0.00% | new | NEW |
| Kestra Advisory Services, LLC | $309.3K | 4,475 | 0.00% | 3q | +9.5%+$26.9K |
| HighTower Advisors, LLC | $283.9K | 4,107 | 0.00% | 5q | HELD |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $282.1K | 4,075 | 0.00% | 2q | HELD |
| StoneX Group Inc. | $264.6K | 3,418 | 0.01% | new | NEW |
| CIBC WORLD MARKET INC. | $249.9K | 3,615 | 0.00% | 4q | -39.7%-$164.7K |
| TWO SIGMA SECURITIES, LLC | $248.2K | 3,591 | 0.02% | 2q | -27.4%-$93.6K |
| OSAIC HOLDINGS, INC. | $110.8K | 1,603 | 0.00% | 9q | +171.7%+$70.1K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $97.6K | 1,400 | 0.01% | 3q | HELD |
| BANK OF MONTREAL /CAN/ | $88.2K | 1,276 | 0.00% | 15q | -5.8%-$5.5K |
| IFG Advisory, LLC | $81.8K | 1,183 | 0.00% | new | NEW |
| Hara Capital LLC | $33.2K | 480 | 0.02% | 8q | HELD |
| SIMPLEX TRADING, LLC | $22.8K | 330 | 0.00% | 4q | -4.9%-$1.2K |
| Allworth Financial LP | $12.1K | 175 | 0.00% | 11q | HELD |
| FMR LLC | $7.1K | 103 | 0.00% | 3q | +3.0% |
| MERCER GLOBAL ADVISORS INC /ADV | $3.5K | 50 | 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 | 29 | $34.0M | 481,428 | 6 | 10 | 7 | 2.0% |
| Q1 2026 | 26 | $23.8M | 274,700 | 4 | 8 | 10 | 2.3% |
| Q4 2025 | 30 | $44.2M | 535,676 | 8 | 3 | 12 | 2.2% |
| Q3 2025 | 24 | $33.4M | 491,220 | 8 | 5 | 6 | 0.0% |
| Q2 2025 | 20 | $18.9M | 410,689 | 10 | 3 | 4 | 1.1% |
| Q1 2025 | 11 | $8.6M | 226,643 | 2 | 3 | 3 | 0.0% |
| Q4 2024 | 14 | $7.9M | 269,935 | 0 | 6 | 6 | 0.0% |
| Q3 2024 | 17 | $10.0M | 300,043 | 3 | 6 | 2 | 0.0% |
| Q2 2024 | 15 | $7.8M | 285,033 | 3 | 4 | 3 | 0.0% |
| Q1 2024 | 14 | $14.5M | 549,218 | 1 | 3 | 5 | 0.0% |
| Q4 2023 | 17 | $13.2M | 492,642 | 4 | 4 | 4 | 5.7% |
| Q3 2023 | 15 | $8.3M | 376,250 | 3 | 1 | 8 | 0.0% |
| Q2 2023 | 18 | $10.1M | 419,105 | 1 | 3 | 3 | 0.0% |
| Q1 2023 | 20 | $12.1M | 423,529 | 3 | 5 | 3 | 2.5% |
| Q4 2022 | 22 | $7.0M | 281,806 | 6 | 3 | 5 | 0.0% |
| Q3 2022 | 17 | $5.6M | 270,147 | 0 | 3 | 4 | 0.0% |
| Q2 2022 | 21 | $5.0M | 221,628 | 1 | 5 | 6 | 0.0% |
| Q1 2022 | 23 | $7.3M | 221,908 | 5 | 6 | 3 | 0.0% |
| Q4 2021 | 19 | $15.5M | 527,264 | 0 | 6 | 5 | 0.0% |
| Q3 2021 | 23 | $7.2M | 268,686 | 3 | 2 | 7 | 0.0% |
| Q2 2021 | 21 | $10.8M | 349,350 | 3 | 2 | 7 | 0.0% |
| Q1 2021 | 25 | $11.6M | 397,840 | 6 | 4 | 8 | 0.0% |
| Q4 2020 | 23 | $15.9M | 453,739 | 5 | 8 | 1 | 0.0% |
| Q3 2020 | 18 | $15.1M | 429,936 | 7 | 5 | 3 | 0.0% |
| Q2 2020 | 12 | $6.9M | 216,689 | 5 | 2 | 2 | 0.0% |
| Q1 2020 | 13 | $4.3M | 235,240 | 3 | 6 | 1 | 0.0% |
| Q4 2019 | 13 | $5.6M | 211,509 | 2 | 5 | 4 | 0.0% |
| Q3 2019 | 12 | $5.6M | 232,953 | 1 | 4 | 3 | 0.0% |
| Q2 2019 | 16 | $4.7M | 200,318 | 4 | 1 | 6 | 0.0% |
| Q1 2019 | 14 | $2.5M | 92,233 | 2 | 3 | 3 | 21.8% |
| Q4 2018 | 14 | $3.1M | 142,712 | 0 | 0 | 2 | 7.8% |