GLOBAL X FDS (LIT)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
279
Reporting holders
$478.3M
Reported value
7.6%
Held as options
+11
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 |
|---|---|---|---|---|---|
| LPL Financial LLC | $102.7M | 1,311,780 | 0.02% | 31q | +5.7%+$5.5M |
| MORGAN STANLEY | $30.1M | 385,120 | 0.00% | 35q | +22.0%+$5.4M |
| BANK OF AMERICA CORP /DE/ | $26.0M | 331,769 | 0.00% | 31q | -2.5%-$677.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $24.3M | 117,503 | 0.00% | 31q | -30.7%-$10.7M |
| BW Gestao de Investimentos Ltda. | $20.2M | 258,000 | 0.40% | 2q | +50.0%+$6.7M |
| BNP PARIBAS FINANCIAL MARKETS | $16.6M | 211,485 | 0.01% | 31q | +1.0%+$161.5K |
| Whitcomb & Hess, Inc. | $13.9M | 177,640 | 3.00% | 10q | -1.0%-$145.3K |
| Chicago Wealth Management, Inc. | $13.5M | 172,824 | 4.80% | 3q | +75.0%+$5.8M |
| UBS Group AG | $10.3M | 131,243 | 0.00% | 31q | -19.6%-$2.5M |
| CITADEL ADVISORS LLC | $10.2M | options only | 0.00% | 31q | OPTIONS |
| Steward Partners Investment Advisory, LLC | $10.1M | 129,207 | 0.05% | 29q | -63.4%-$17.5M |
| PNC Financial Services Group, Inc. | $8.8M | 111,999 | 0.00% | 31q | -2.1%-$188.2K |
| WELLS FARGO & COMPANY/MN | $8.7M | 110,897 | 0.00% | 31q | -45.9%-$7.4M |
| ROYAL BANK OF CANADA | $8.4M | 107,873 | 0.00% | 31q | -0.9%-$74.5K |
| Qube Research & Technologies Ltd | $8.3M | 105,683 | 0.01% | new | NEW |
| Longbow Finance SA | $6.2M | 80,000 | 0.80% | 15q | HELD |
| Horizon Wealth Management, LLC | $5.6M | 71,809 | 0.72% | new | NEW |
| Cetera Investment Advisers | $5.6M | 71,694 | 0.01% | 23q | HELD |
| RAYMOND JAMES FINANCIAL INC | $5.5M | 70,085 | 0.00% | 7q | +10.1%+$502.3K |
| Baker Avenue Asset Management, LP | $4.7M | 60,226 | 0.09% | 3q | +2.6%+$121.2K |
| PEAK6 LLC | $4.3M | options only | 0.01% | 4q | OPTIONS |
| JPMORGAN CHASE & CO | $4.3M | 55,038 | 0.00% | 27q | -1.7%-$73.4K |
| Lake Hills Wealth Management, LLC | $4.2M | 54,188 | 1.93% | 2q | -3.0%-$129.4K |
| ENVESTNET ASSET MANAGEMENT INC | $4.1M | 52,992 | 0.00% | 28q | -9.3%-$426.1K |
| MML INVESTORS SERVICES, LLC | $3.9M | 49,427 | 0.01% | 27q | HELD |
| Walleye Trading LLC | $3.8M | 20,326 | 0.00% | 3q | HELD |
| Quadrature Capital Ltd | $3.4M | 43,677 | 0.03% | new | NEW |
| AMERIPRISE FINANCIAL INC | $3.3M | 41,754 | 0.00% | 13q | -78.9%-$12.2M |
| Wealthfront Advisers LLC | $3.3M | 41,639 | 0.01% | 20q | +4.1%+$128.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | $3.0M | 37,954 | 0.00% | 31q | -10.2%-$339.3K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $3.0M | 37,914 | 0.00% | 3q | +108.6%+$1.5M |
| JANE STREET GROUP, LLC | $3.0M | options only | 0.00% | 26q | OPTIONS |
| Summit Financial, LLC | $2.9M | 37,453 | 0.03% | 2q | +11.4%+$302.3K |
| Ipsen Advisor Group LLC | $2.9M | 37,097 | 1.87% | 7q | HELD |
| JUNCTURE WEALTH STRATEGIES, LLC | $2.9M | 37,038 | 0.75% | 3q | +84.9%+$1.3M |
| D. E. Shaw & Co., Inc. | $2.8M | 36,381 | 0.00% | new | NEW |
| MARSHALL INVESTMENT MANAGEMENT, LLC | $2.8M | 35,398 | 1.15% | 4q | +12.9%+$316.6K |
| OSAIC HOLDINGS, INC. | $2.7M | 34,757 | 0.00% | 26q | +36.4%+$726.1K |
| Moran Wealth Management, LLC | $2.7M | 34,082 | 0.07% | 6q | +7.8%+$193.4K |
| HUB Investment Partners, LLC | $2.6M | 33,336 | 0.05% | 2q | HELD |
| IFG Advisory, LLC | $2.4M | 30,194 | 0.08% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $2.2M | 28,150 | 0.03% | 21q | +26.3%+$459.2K |
| OLD MISSION CAPITAL LLC | $2.0M | 24,923 | 0.03% | 2q | +347.1%+$1.5M |
| Fortis Group Advisors, LLC | $2.0M | 24,918 | 0.31% | 3q | +6.0%+$110.1K |
| Ameritas Advisory Services, LLC | $1.8M | 23,098 | 0.04% | 19q | +28.2%+$397.7K |
| Integrated Wealth Concepts LLC | $1.8M | 23,076 | 0.01% | 22q | +35.2%+$470.7K |
| GTS SECURITIES LLC | $1.7M | 22,171 | 0.04% | 3q | +173.8%+$1.1M |
| One Capital Management, LLC | $1.5M | 20,239 | 0.04% | 3q | HELD |
| CITIGROUP INC | $1.4M | 18,118 | 0.00% | 31q | -6.7%-$101.1K |
| Kestra Advisory Services, LLC | $1.3M | 17,226 | 0.00% | 23q | -6.2%-$88.7K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.3M | 16,135 | 0.00% | 29q | -6.3%-$85.6K |
| STIFEL FINANCIAL CORP | $1.2M | 15,518 | 0.00% | 26q | -4.6%-$58.6K |
| GOLDMAN SACHS GROUP INC | $1.2M | 14,734 | 0.00% | 20q | -16.1%-$221.6K |
| Equitable Holdings, Inc. | $1.1M | 14,548 | 0.01% | 4q | +24.5%+$224.4K |
| INDEPENDENT FINANCIAL GROUP, LLC | $1.1M | 13,909 | 0.02% | 3q | +336.6%+$839.4K |
| SCOTIA CAPITAL INC. | $1.1M | 13,824 | 0.00% | 25q | -38.9%-$689.0K |
| AXXCESS WEALTH MANAGEMENT, LLC | $1.0M | 13,382 | 0.02% | new | NEW |
| JONES FINANCIAL COMPANIES LLLP | $1.0M | 13,698 | 0.00% | 9q | HELD |
| Sage Capital Management, LLC | $1.0M | 12,942 | 0.40% | 11q | HELD |
| Point72 Asset Management, L.P. | $962.5K | 495 | 0.00% | 3q | -98.8%-$81.5M |
| Private Advisor Group, LLC | $946.3K | 12,088 | 0.00% | 23q | -1.8%-$17.1K |
| MERCER GLOBAL ADVISORS INC /ADV | $932.6K | 11,914 | 0.00% | 4q | +67.4%+$375.6K |
| TRUIST FINANCIAL CORP | $921.0K | 11,766 | 0.00% | 24q | -3.5%-$33.3K |
| MILLENNIUM MANAGEMENT LLC | $916.1K | 11,703 | 0.00% | 2q | +67.6%+$369.6K |
| HighTower Advisors, LLC | $894.4K | 11,425 | 0.00% | 25q | -9.9%-$98.6K |
| PETRA FINANCIAL ADVISORS INC | $869.9K | 11,113 | 0.40% | 2q | +13.1%+$101.1K |
| Kraft, Davis & Associates, LLC | $866.1K | 12,068 | 0.18% | 5q | +1.0%+$8.2K |
| Mirae Asset Global Investments Co., Ltd. | $800.8K | 10,230 | 0.00% | 31q | -50.0%-$800.8K |
| Tidal Investments LLC | $778.1K | 3,240 | 0.00% | 2q | HELD |
| FLAGSHIP HARBOR ADVISORS, LLC | $739.6K | 9,448 | 0.03% | 19q | +50.4%+$247.8K |
| Snowden Capital Advisors LLC | $707.5K | 9,001 | 0.02% | 22q | -2.9%-$21.3K |
| Corient Private Wealth LP | $698.5K | 8,925 | 0.00% | new | NEW |
| Arax Advisory Partners | $685.2K | 8,753 | 0.00% | 5q | +37.8%+$188.0K |
| Western Wealth Management, LLC | $666.4K | 8,514 | 0.02% | 2q | +51.3%+$226.1K |
| Creative Planning | $660.5K | 8,437 | 0.00% | 24q | +7.1%+$44.0K |
| Merit Financial Group, LLC | $612.1K | 7,820 | 0.00% | new | NEW |
| VVR Holdings LLC | $611.8K | 7,815 | 0.26% | 3q | +19.7%+$100.8K |
| Wealthspire Advisors, LLC | $601.2K | 7,680 | 0.00% | 4q | HELD |
| Belpointe Asset Management LLC | $578.8K | 7,394 | 0.02% | 4q | -29.9%-$247.4K |
| Destination Wealth Management | $574.6K | 7,341 | 0.01% | 22q | +0.8%+$4.5K |
| Quantum Portfolio Management LLC | $558.0K | 7,128 | 0.20% | 2q | +122.7%+$307.4K |
| BANK OF MONTREAL /CAN/ | $545.8K | 6,972 | 0.00% | 31q | -97.2%-$18.7M |
| Sanctuary Advisors, LLC | $537.8K | 6,870 | 0.00% | 9q | -8.7%-$51.2K |
| GROUP ONE TRADING LLC | $519.1K | 6,631 | 0.00% | new | NEW |
| Rockefeller Capital Management L.P. | $513.0K | 6,552 | 0.00% | 4q | +6.7%+$32.3K |
| Quantinno Capital Management LP | $509.3K | 6,506 | 0.00% | new | NEW |
| VestGen Advisors, LLC | $504.9K | 6,450 | 0.01% | 4q | -3.4%-$17.7K |
| Evolution Wealth Advisors, LLC | $504.9K | 6,450 | 0.06% | 10q | HELD |
| US BANCORP \DE\ | $499.8K | 6,385 | 0.00% | 31q | -6.2%-$33.2K |
| Cerity Partners LLC | $497.3K | 6,353 | 0.00% | 3q | +7.0%+$32.5K |
| INSIGNEO ADVISORY SERVICES, LLC | $494.7K | 6,319 | 0.02% | 15q | +67.2%+$198.8K |
| Wick Capital Partners, LLC | $494.1K | 6,221 | 0.07% | 3q | -0.5%-$2.6K |
| StoneX Group Inc. | $490.4K | 6,153 | 0.02% | 31q | +14.4%+$61.8K |
| Great Diamond Partners, LLC | $478.2K | 6,109 | 0.08% | 2q | -13.8%-$76.8K |
| MATHER GROUP, LLC. | $470.3K | 6,008 | 0.00% | 2q | +8.6%+$37.2K |
| CERTUITY, LLC | $466.1K | 5,954 | 0.02% | 4q | HELD |
| Stratos Wealth Partners, LTD. | $460.5K | 5,882 | 0.00% | 5q | -0.8%-$3.8K |
| PFG Investments, LLC | $460.5K | 5,883 | 0.02% | 14q | +13.1%+$53.2K |
| FMR LLC | $416.8K | 5,325 | 0.00% | 24q | +21.3%+$73.1K |
| Index Technologies Group LLC | $416.8K | 5,324 | 0.33% | new | NEW |
Showing the largest 100 of 296 reported holders.
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 | 279 | $478.3M | 5,650,751 | 37 | 66 | 66 | 7.6% |
| Q1 2026 | 268 | $458.5M | 5,838,679 | 39 | 51 | 70 | 5.2% |
| Q4 2025 | 268 | $381.1M | 5,583,678 | 48 | 50 | 59 | 4.8% |
| Q3 2025 | 236 | $334.3M | 5,290,890 | 46 | 42 | 54 | 10.2% |
| Q2 2025 | 213 | $129.8M | 3,220,944 | 17 | 24 | 68 | 4.5% |
| Q1 2025 | 221 | $150.4M | 3,594,983 | 20 | 37 | 72 | 7.3% |
| Q4 2024 | 252 | $216.6M | 4,643,692 | 24 | 31 | 81 | 12.5% |
| Q3 2024 | 252 | $300.1M | 5,551,474 | 21 | 36 | 92 | 19.4% |
| Q2 2024 | 271 | $312.9M | 6,021,482 | 21 | 38 | 102 | 25.3% |
| Q1 2024 | 298 | $399.3M | 7,944,273 | 26 | 70 | 105 | 9.5% |
| Q4 2023 | 340 | $477.2M | 8,620,604 | 32 | 53 | 133 | 8.3% |
| Q3 2023 | 346 | $593.3M | 10,107,540 | 31 | 77 | 125 | 6.9% |
| Q2 2023 | 377 | $701.8M | 9,864,258 | 45 | 89 | 113 | 9.0% |
| Q1 2023 | 354 | $686.1M | 9,960,166 | 33 | 94 | 120 | 8.3% |
| Q4 2022 | 347 | $700.9M | 10,553,736 | 40 | 75 | 118 | 11.6% |
| Q3 2022 | 431 | $985.6M | 13,678,567 | 39 | 134 | 118 | 8.3% |
| Q2 2022 | 443 | $1.1B | 14,586,552 | 51 | 121 | 136 | 6.1% |
| Q1 2022 | 450 | $1.5B | 17,243,504 | 56 | 179 | 96 | 9.4% |
| Q4 2021 | 457 | $1.6B | 17,192,050 | 86 | 177 | 66 | 9.1% |
| Q3 2021 | 366 | $1.4B | 15,073,049 | 78 | 142 | 58 | 11.6% |
| Q2 2021 | 312 | $914.4M | 10,446,945 | 71 | 116 | 49 | 17.8% |
| Q1 2021 | 271 | $756.0M | 9,362,980 | 94 | 93 | 38 | 28.5% |
| Q4 2020 | 195 | $602.9M | 7,691,616 | 68 | 66 | 12 | 21.0% |
| Q3 2020 | 127 | $157.2M | 3,567,192 | 36 | 28 | 21 | 9.0% |
| Q2 2020 | 104 | $95.8M | 2,811,983 | 23 | 21 | 24 | 6.9% |
| Q1 2020 | 90 | $60.7M | 2,552,070 | 14 | 28 | 19 | 8.4% |
| Q4 2019 | 94 | $66.0M | 2,334,863 | 14 | 14 | 29 | 3.0% |
| Q3 2019 | 88 | $63.4M | 2,516,391 | 5 | 16 | 26 | 2.8% |
| Q2 2019 | 99 | $77.1M | 2,788,733 | 17 | 18 | 24 | 5.4% |
| Q1 2019 | 99 | $64.2M | 2,172,726 | 11 | 23 | 28 | 3.9% |
| Q4 2018 | 101 | $76.8M | 2,601,548 | 1 | 0 | 4 | 8.5% |