# GLOBAL X FDS (IPAV)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/IPAV/

- Reporting holders: 7
- Reported value: $1.7M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Wealth High Governance Asset Management Ltda.](https://holderbook.com/funds/2111728-wealth-high-governance-asset-management-ltda/) | $671.3K | 20,900 | 0.1% | 1 |
| [Intrepid Financial Planning Group LLC](https://holderbook.com/funds/1641296-intrepid-financial-planning-group-llc/) | $396.1K | 12,331 | 0.1% | 4 |
| [OLD MISSION CAPITAL LLC](https://holderbook.com/funds/1455915-old-mission-capital-llc/) | $326.2K | 10,157 | 0.0% | 4 |
| [Creative Planning](https://holderbook.com/funds/1540235-creative-planning/) | $233.3K | 7,265 | 0.0% | 1 |
| [Allworth Financial LP](https://holderbook.com/funds/1555170-allworth-financial-lp/) | $24.6K | 766 | 0.0% | 1 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $22.4K | 698 | 0.0% | 2 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $2.6K | 82 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 7 | $1.7M |
| Q1 2026 | 4 | $1.5M |
| Q4 2025 | 2 | $868.2K |
| Q3 2025 | 2 | $613.1K |
| Q1 2025 | 1 | $400.6K |
| Q4 2024 | 1 | $2.2M |
| Q3 2024 | 2 | $501.1M |