GLOBAL X FDS (GURU)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
20
Reporting holders
$5.1M
Reported value
0.0%
Held as options
+2
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 |
|---|---|---|---|---|---|
| MORGAN STANLEY | $979.2K | 13,979 | 0.00% | 35q | -15.6%-$180.8K |
| RAYMOND JAMES FINANCIAL INC | $903.9K | 12,905 | 0.00% | 5q | +19.1%+$144.7K |
| LPL Financial LLC | $820.0K | 11,708 | 0.00% | 6q | -22.7%-$240.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $609.2K | 8,697 | 0.00% | 3q | +66.3%+$242.8K |
| CITADEL ADVISORS LLC | $513.1K | 7,326 | 0.00% | 3q | +54.3%+$180.6K |
| Private Advisor Group, LLC | $512.6K | 7,318 | 0.00% | 14q | +2.1%+$10.6K |
| Banco Santander, S.A. | $336.6K | 4,805 | 0.00% | new | NEW |
| FMR LLC | $240.1K | 3,429 | 0.00% | 4q | -0.8%-$2.0K |
| UBS Group AG | $71.0K | 1,013 | 0.00% | 2q | +27.3%+$15.2K |
| SOA Wealth Advisors, LLC. | $56.0K | 800 | 0.01% | 23q | HELD |
| Federation des caisses Desjardins du Quebec | $35.0K | 500 | 0.00% | 38q | HELD |
| BLAIR WILLIAM & CO/IL | $16.5K | 236 | 0.00% | 2q | HELD |
| OSAIC HOLDINGS, INC. | $10.5K | 150 | 0.00% | 26q | HELD |
| VANGUARD ADVISERS INC | $4.9K | 70 | 0.00% | 2q | +2.9% |
| Kilter Group LLC | $4.9K | 70 | 0.00% | 5q | HELD |
| Clearstead Advisors, LLC | $3.6K | 51 | 0.00% | 6q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2.6K | 37 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $482 | 6,882 | 0.00% | new | NEW |
| Steward Partners Investment Advisory, LLC | $140 | 2 | 0.00% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $70 | 1 | 0.00% | new | NEW |
| Main Street Group, LTD | $70 | 1 | 0.00% | 2q | 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 | 20 | $5.1M | 73,098 | 4 | 6 | 3 | 0.0% |
| Q1 2026 | 18 | $3.9M | 68,890 | 3 | 4 | 3 | 0.0% |
| Q4 2025 | 18 | $4.4M | 70,351 | 6 | 3 | 0 | 0.0% |
| Q3 2025 | 18 | $4.0M | 66,464 | 2 | 3 | 2 | 0.0% |
| Q2 2025 | 17 | $3.4M | 63,708 | 6 | 3 | 2 | 0.0% |
| Q1 2025 | 12 | $2.0M | 41,035 | 4 | 2 | 1 | 0.0% |
| Q4 2024 | 9 | $1.9M | 38,138 | 1 | 2 | 1 | 0.0% |
| Q3 2024 | 11 | $2.0M | 42,477 | 2 | 3 | 1 | 0.0% |
| Q2 2024 | 10 | $1.3M | 30,090 | 1 | 1 | 4 | 0.0% |
| Q1 2024 | 12 | $3.6M | 81,580 | 1 | 1 | 4 | 0.0% |
| Q4 2023 | 12 | $2.6M | 63,798 | 2 | 3 | 2 | 0.0% |
| Q3 2023 | 11 | $1.6M | 43,890 | 1 | 2 | 1 | 0.0% |
| Q2 2023 | 14 | $1.5M | 41,469 | 1 | 1 | 3 | 0.0% |
| Q1 2023 | 15 | $2.2M | 61,632 | 5 | 1 | 2 | 0.0% |
| Q4 2022 | 13 | $1.4M | 40,938 | 2 | 1 | 3 | 0.0% |
| Q3 2022 | 12 | $1.5M | 46,854 | 0 | 3 | 3 | 0.0% |
| Q2 2022 | 14 | $1.7M | 52,619 | 1 | 2 | 3 | 0.0% |
| Q1 2022 | 16 | $2.4M | 58,917 | 2 | 2 | 7 | 0.0% |
| Q4 2021 | 16 | $3.5M | 73,839 | 1 | 4 | 3 | 0.0% |
| Q3 2021 | 17 | $3.5M | 71,730 | 2 | 6 | 4 | 0.0% |
| Q2 2021 | 18 | $3.3M | 68,050 | 3 | 2 | 5 | 0.0% |
| Q1 2021 | 17 | $5.1M | 111,027 | 1 | 7 | 5 | 0.0% |
| Q4 2020 | 15 | $5.0M | 114,725 | 2 | 3 | 6 | 0.0% |
| Q3 2020 | 14 | $4.5M | 119,861 | 2 | 4 | 5 | 0.0% |
| Q2 2020 | 15 | $3.5M | 103,005 | 4 | 2 | 5 | 0.0% |
| Q1 2020 | 13 | $2.8M | 104,338 | 2 | 2 | 5 | 0.0% |
| Q4 2019 | 17 | $4.2M | 115,863 | 2 | 0 | 5 | 0.0% |
| Q3 2019 | 18 | $4.8M | 145,553 | 1 | 5 | 4 | 0.0% |
| Q2 2019 | 21 | $6.3M | 190,257 | 3 | 6 | 7 | 0.0% |
| Q1 2019 | 19 | $6.1M | 189,339 | 1 | 9 | 3 | 0.0% |
| Q4 2018 | 21 | $5.9M | 212,973 | 1 | 0 | 1 | 0.0% |