GLOBAL X FDS (GOEX)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
26
Reporting holders
$30.8M
Reported value
1.1%
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 |
|---|---|---|---|---|---|
| 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 |
| 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 |
| CITADEL ADVISORS LLC | $1.2M | 12,853 | 0.00% | 4q | +77.9%+$537.3K |
| RAYMOND JAMES FINANCIAL INC | $951.3K | 13,762 | 0.00% | 5q | -27.7%-$364.1K |
| OLD MISSION CAPITAL LLC | $838.3K | 12,127 | 0.01% | 3q | +36.2%+$222.7K |
| 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 |
| 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 |
| Virtu Financial LLC | $847 | 12,257 | 0.03% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $808 | 11,680 | 0.00% | 3q | +114.8% |
| HRT FINANCIAL LP | $315 | 4,562 | 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 | 26 | $30.8M | 440,076 | 4 | 9 | 7 | 1.1% |
| Q1 2026 | 25 | $23.3M | 269,262 | 4 | 7 | 10 | 2.4% |
| Q4 2025 | 28 | $43.3M | 524,814 | 7 | 3 | 11 | 2.3% |
| Q3 2025 | 22 | $32.8M | 482,301 | 6 | 5 | 6 | 0.0% |
| Q2 2025 | 19 | $18.4M | 400,079 | 9 | 3 | 4 | 1.1% |
| Q1 2025 | 11 | $8.6M | 226,643 | 2 | 3 | 3 | 0.0% |
| Q4 2024 | 13 | $7.4M | 251,229 | 0 | 6 | 5 | 0.0% |
| Q3 2024 | 16 | $9.3M | 277,704 | 3 | 5 | 2 | 0.0% |
| Q2 2024 | 14 | $7.4M | 270,755 | 2 | 4 | 3 | 0.0% |
| Q1 2024 | 14 | $14.5M | 549,218 | 1 | 3 | 5 | 0.0% |
| Q4 2023 | 15 | $12.8M | 475,344 | 4 | 3 | 4 | 5.9% |
| Q3 2023 | 12 | $7.5M | 339,290 | 1 | 1 | 8 | 0.0% |
| Q2 2023 | 16 | $10.1M | 418,779 | 1 | 3 | 3 | 0.0% |
| Q1 2023 | 18 | $12.1M | 423,203 | 2 | 4 | 3 | 2.5% |
| Q4 2022 | 19 | $7.0M | 281,113 | 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% |