HolderBook

GLOBAL X FDS (HERO)

Institutional ownership reported to the SEC as of Q2 2026, across 30 quarters.

50
Reporting holders
$15.0M
Reported value
0.0%
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

FilerValueShares Their book Held Change
LPL Financial LLC$2.4M97,8540.00%25q-27.4%-$914.6K
Daiwa Securities Group Inc.$1.5M58,9090.00%24q-25.3%-$495.3K
Lane Generational LLC$1.2M46,7131.02%newNEW
ENVESTNET ASSET MANAGEMENT INC$947.9K38,2750.00%10q+9.6%+$82.8K
JANE STREET GROUP, LLC$939.8K37,9480.00%3q+37.7%+$257.5K
Cetera Investment Advisers$916.3K36,9990.00%10q+10.9%+$90.4K
BANK OF AMERICA CORP /DE/$888.2K35,8660.00%25q-91.4%-$9.5M
GTS SECURITIES LLC$767.2K30,9810.02%6q+214.2%+$523.0K
Arax Advisory Partners$754.2K30,4540.00%newNEW
SUSQUEHANNA INTERNATIONAL GROUP, LLP$591.3K23,8770.00%newNEW
CITADEL ADVISORS LLC$549.8K22,2030.00%newNEW
OSAIC HOLDINGS, INC.$536.4K21,6690.00%25q+8.8%+$43.2K
Focus Partners Wealth$453.6K18,3170.00%11q-7.3%-$35.9K
Archford Capital Strategies, LLC$399.2K16,1200.04%9q+5.9%+$22.2K
NANO CAP NEW MILLENNIUM GROWTH FUND L P$371.5K15,0000.29%3qHELD
CreativeOne Wealth, LLC$293.9K11,8670.01%10q-9.1%-$29.4K
RAYMOND JAMES FINANCIAL INC$287.7K11,6190.00%7q+13.9%+$35.2K
RFG Advisory, LLC$248.0K10,0140.00%5qHELD
Wealthfront Advisers LLC$244.4K9,8680.00%8q+16.2%+$34.1K
JONES FINANCIAL COMPANIES LLLP$123.3K5,1580.00%9q-19.4%-$29.8K
Farther Finance Advisors, LLC$119.1K4,8100.00%4qHELD
SBI Securities Co., Ltd.$104.3K4,2110.00%7q-10.9%-$12.8K
UBS Group AG$87.9K3,5490.00%26q-5.3%-$4.9K
MORGAN STANLEY$49.1K1,9810.00%23q+3.9%+$1.9K
CREATIVE FINANCIAL DESIGNS INC /ADV$47.9K1,9360.00%24q+14.5%+$6.1K
ROYAL BANK OF CANADA$38.0K1,5280.00%26q-19.1%-$9.0K
Federation des caisses Desjardins du Quebec$28.7K1,1630.00%15qHELD
Integrated Wealth Concepts LLC$19.0K7660.00%newNEW
HARBOUR INVESTMENTS, INC.$18.0K7270.00%2q-37.5%-$10.8K
NewEdge Advisors, LLC$16.5K6670.00%newNEW
PNC Financial Services Group, Inc.$14.0K5660.00%16q-90.7%-$136.6K
Financial Perspectives, Inc$13.5K5440.00%23qHELD
Steward Partners Investment Advisory, LLC$12.3K4950.00%6qHELD
AE Wealth Management LLC$9.3K3740.00%7q-3.6%
NATIONAL BANK OF CANADA /FI/$8.9K3610.00%19qHELD
Aptus Capital Advisors, LLC$7.7K3100.00%10qHELD
AMERIFLEX GROUP, INC.$6.4K2600.00%3qHELD
Qube Research & Technologies Ltd$4.7K1900.00%8q-6.4%
Steigerwald, Gordon & Koch Inc.$4.4K1770.00%4qHELD
VALLEY NATIONAL ADVISERS INC$2.0K820.00%22qHELD
MERCER GLOBAL ADVISORS INC /ADV$1.4K550.00%newNEW
Rockefeller Capital Management L.P.$1.1K440.00%4qHELD
FMR LLC$890360.00%15q+9.1%
SHP Wealth Management$768310.00%3qHELD
Cambridge Investment Research Advisors, Inc.$44017,7340.00%24q+63.3%
HIGHLINE WEALTH PARTNERS LLC$287120.00%16qHELD
Smartleaf Asset Management LLC$22290.00%11qHELD
APPLETON PARTNERS INC/MA$2068,3070.01%19q-31.7%
Fourth Dimension Wealth, LLC$19880.00%7qHELD
Accordant Advisory Group Inc$5020.00%2qHELD
JPMORGAN CHASE & CO$4920.00%4qHELD
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$2510.00%8q-98.7%-$1.9K

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202650$15.0M604,608711140.0%
Q1 202651$23.7M919,93268200.0%
Q4 202553$32.8M1,100,33955250.0%
Q3 202560$70.3M2,075,203717200.0%
Q2 202559$79.0M2,413,0581516150.0%
Q1 202551$27.0M1,083,297912190.0%
Q4 202449$27.6M1,179,510813130.0%
Q3 202445$27.2M1,120,205614130.0%
Q2 202444$28.8M1,344,98978150.0%
Q1 202445$35.0M1,668,442713111.2%
Q4 202345$32.8M1,610,75477150.9%
Q3 202343$34.4M1,832,67058100.5%
Q2 202342$42.7M2,078,98528180.3%
Q1 202348$37.4M1,836,84459220.0%
Q4 202252$39.8M2,113,394164190.4%
Q3 202263$61.4M3,447,470912260.0%
Q2 202264$89.1M4,301,213614250.0%
Q1 202270$132.7M5,266,366431210.2%
Q4 202187$205.8M7,266,6921421250.3%
Q3 202175$233.3M8,377,945831130.5%
Q2 202183$272.5M8,329,5501134201.3%
Q1 202184$328.6M9,987,279283494.4%
Q4 202059$256.2M8,141,463182751.3%
Q3 202048$199.7M7,350,420241710.0%
Q2 202026$82.0M3,550,32520310.0%
Q1 20207$62.2M3,789,6615100.0%
Q4 20192$1.1M54,4331000.0%
Q3 20191$340.0K10,5190000.0%
Q2 20191$340.0K10,5190000.0%
Q1 20191$340.0K10,5191000.0%