GLOBAL X FDS (MILN)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
38
Reporting holders
$35.8M
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 |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $28.4M | 655,299 | 0.00% | 31q | +21.8%+$5.1M |
| Moran Wealth Management, LLC | $1.9M | 44,204 | 0.05% | 6q | +19.9%+$317.8K |
| LPL Financial LLC | $1.2M | 28,541 | 0.00% | 31q | +2.3%+$28.3K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.2M | 26,628 | 0.00% | 31q | -0.6%-$7.1K |
| MORGAN STANLEY | $840.8K | 19,408 | 0.00% | 30q | -59.0%-$1.2M |
| NORTHBRIDGE FINANCIAL GROUP, LLC | $316.9K | 7,315 | 0.12% | 3q | -1.6%-$5.3K |
| Stratos Wealth Partners, LTD. | $316.2K | 7,298 | 0.00% | 29q | -41.1%-$220.4K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $267.1K | 6,166 | 0.00% | 4q | -72.5%-$705.4K |
| HBW ADVISORY SERVICES LLC | $225.4K | 5,204 | 0.02% | 17q | +3.1%+$6.8K |
| Cetera Investment Advisers | $203.8K | 4,704 | 0.00% | 23q | -23.7%-$63.2K |
| Integrated Wealth Concepts LLC | $173.3K | 4,000 | 0.00% | new | NEW |
| ROYAL BANK OF CANADA | $160.0K | 3,704 | 0.00% | 31q | HELD |
| OSAIC HOLDINGS, INC. | $150.7K | 3,478 | 0.00% | 26q | -49.5%-$147.4K |
| HARBOUR INVESTMENTS, INC. | $124.8K | 2,880 | 0.00% | 21q | HELD |
| FMR LLC | $74.1K | 1,710 | 0.00% | 21q | -22.2%-$21.1K |
| Plante Moran Financial Advisors, LLC | $60.6K | 1,400 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $39.1K | 897 | 0.00% | 11q | -75.0%-$117.5K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $32.8K | 757 | 0.00% | 24q | +0.5% |
| NATIONAL BANK OF CANADA /FI/ | $25.4K | 586 | 0.00% | 19q | HELD |
| WELLS FARGO & COMPANY/MN | $19.5K | 450 | 0.00% | 22q | HELD |
| ROTHSCHILD INVESTMENT LLC | $16.2K | 375 | 0.00% | 11q | HELD |
| NewEdge Advisors, LLC | $10.8K | 250 | 0.00% | new | NEW |
| Steigerwald, Gordon & Koch Inc. | $8.9K | 206 | 0.00% | 4q | HELD |
| Golden State Wealth Management, LLC | $8.8K | 202 | 0.00% | 14q | HELD |
| Burnham & Co LLC | $7.8K | 180 | 0.01% | new | FIRST |
| SBI Securities Co., Ltd. | $7.1K | 164 | 0.00% | 7q | -10.9% |
| MERCER GLOBAL ADVISORS INC /ADV | $6.4K | 147 | 0.00% | new | NEW |
| UBS Group AG | $6.2K | 142 | 0.00% | 5q | -96.8%-$188.3K |
| VANGUARD ADVISERS INC | $4.2K | 97 | 0.00% | 2q | +185.3%+$2.7K |
| Rossby Financial, LCC | $3.8K | 88 | 0.00% | 2q | +2833.3%+$3.7K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $3.2K | 74 | 0.00% | 5q | -9.8% |
| BLAIR WILLIAM & CO/IL | $2.2K | 50 | 0.00% | 10q | HELD |
| AE Wealth Management LLC | $1.3K | 30 | 0.00% | 7q | HELD |
| TD Waterhouse Canada Inc. | $1.1K | 25 | 0.00% | new | NEW |
| AlphaCore Capital LLC | $486 | 11 | 0.00% | 4q | HELD |
| HRT FINANCIAL LP | $451 | 10,428 | 0.00% | new | NEW |
| ASSETMARK, INC | $390 | 9 | 0.00% | 7q | HELD |
| DHJJ Financial Advisors, Ltd. | $87 | 2 | 0.00% | 12q | HELD |
| Russell Investments Group, Ltd. | $0 | 0 | 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 | 38 | $35.8M | 826,681 | 6 | 7 | 12 | 0.0% |
| Q1 2026 | 35 | $30.8M | 757,106 | 3 | 13 | 7 | 0.0% |
| Q4 2025 | 39 | $33.3M | 710,043 | 3 | 11 | 14 | 0.0% |
| Q3 2025 | 43 | $42.0M | 851,758 | 3 | 19 | 9 | 0.0% |
| Q2 2025 | 45 | $39.4M | 808,037 | 8 | 13 | 13 | 0.0% |
| Q1 2025 | 41 | $33.8M | 783,464 | 7 | 15 | 8 | 0.0% |
| Q4 2024 | 41 | $35.2M | 782,132 | 5 | 6 | 15 | 0.0% |
| Q3 2024 | 39 | $36.2M | 863,967 | 2 | 11 | 16 | 0.0% |
| Q2 2024 | 40 | $36.7M | 953,767 | 5 | 9 | 12 | 0.0% |
| Q1 2024 | 41 | $37.5M | 958,501 | 6 | 9 | 12 | 0.0% |
| Q4 2023 | 36 | $29.5M | 832,804 | 7 | 5 | 11 | 0.0% |
| Q3 2023 | 29 | $21.4M | 705,025 | 4 | 8 | 10 | 0.0% |
| Q2 2023 | 28 | $21.6M | 676,652 | 1 | 7 | 9 | 0.0% |
| Q1 2023 | 36 | $21.2M | 711,357 | 4 | 8 | 15 | 0.0% |
| Q4 2022 | 35 | $19.3M | 738,154 | 7 | 8 | 12 | 0.0% |
| Q3 2022 | 41 | $25.8M | 1,006,063 | 3 | 12 | 15 | 0.0% |
| Q2 2022 | 43 | $25.7M | 987,049 | 4 | 8 | 21 | 0.0% |
| Q1 2022 | 47 | $47.0M | 1,287,416 | 4 | 8 | 23 | 0.0% |
| Q4 2021 | 56 | $68.7M | 1,612,543 | 3 | 21 | 16 | 0.0% |
| Q3 2021 | 55 | $67.3M | 1,564,683 | 13 | 24 | 5 | 0.0% |
| Q2 2021 | 45 | $57.3M | 1,324,097 | 8 | 22 | 5 | 0.0% |
| Q1 2021 | 45 | $44.5M | 1,106,398 | 9 | 21 | 7 | 0.0% |
| Q4 2020 | 34 | $35.7M | 952,534 | 6 | 18 | 6 | 0.0% |
| Q3 2020 | 29 | $25.6M | 819,638 | 9 | 8 | 6 | 0.0% |
| Q2 2020 | 27 | $12.6M | 457,147 | 8 | 6 | 6 | 0.0% |
| Q1 2020 | 21 | $9.4M | 468,341 | 5 | 6 | 3 | 0.0% |
| Q4 2019 | 24 | $10.4M | 400,910 | 7 | 10 | 3 | 0.0% |
| Q3 2019 | 21 | $12.5M | 503,902 | 4 | 8 | 2 | 0.0% |
| Q2 2019 | 19 | $7.2M | 291,129 | 9 | 6 | 1 | 0.0% |
| Q1 2019 | 11 | $3.3M | 140,946 | 1 | 2 | 2 | 0.0% |
| Q4 2018 | 13 | $5.2M | 263,171 | 0 | 0 | 0 | 0.0% |