GLOBAL X FDS (IPAV)
Institutional ownership reported to the SEC as of Q2 2026, across 7 quarters.
7
Reporting holders
$1.7M
Reported value
0.0%
Held as options
+3
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 |
|---|---|---|---|---|---|
| Wealth High Governance Asset Management Ltda. | $671.3K | 20,900 | 0.07% | new | NEW |
| Intrepid Financial Planning Group LLC | $396.1K | 12,331 | 0.13% | 4q | +8.3%+$30.4K |
| OLD MISSION CAPITAL LLC | $326.2K | 10,157 | 0.01% | 4q | -69.1%-$730.5K |
| Creative Planning | $233.3K | 7,265 | 0.00% | new | NEW |
| Allworth Financial LP | $24.6K | 766 | 0.00% | new | NEW |
| MORGAN STANLEY | $22.4K | 698 | 0.00% | 2q | -87.1%-$152.0K |
| UBS Group AG | $2.6K | 82 | 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 | 7 | $1.7M | 52,199 | 4 | 1 | 2 | 0.0% |
| Q1 2026 | 4 | $1.5M | 49,866 | 2 | 2 | 0 | 0.0% |
| Q4 2025 | 2 | $868.2K | 29,334 | 0 | 2 | 0 | 0.0% |
| Q3 2025 | 2 | $613.1K | 21,742 | 2 | 0 | 0 | 0.0% |
| Q1 2025 | 1 | $400.6K | 16,458 | 0 | 0 | 1 | 0.0% |
| Q4 2024 | 1 | $2.2M | 97,628 | 0 | 0 | 1 | 0.0% |
| Q3 2024 | 2 | $3.0M | 9,414,706 | 2 | 0 | 0 | 0.0% |