# GLOBAL X FDS (PAVE)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/PAVE/

- Reporting holders: 33
- Reported value: $103.3M
- 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 |
|---|---|---|---|---|
| [Cooper Financial Group](https://holderbook.com/funds/1751581-cooper-financial-group/) | $31.1M | 591,786 | 2.5% | 12 |
| [MFA WEALTH ADVISORS, LLC](https://holderbook.com/funds/1688184-mfa-wealth-advisors-llc/) | $17.3M | 330,229 | 2.9% | 23 |
| [Investors Research Corp](https://holderbook.com/funds/1730630-investors-research-corp/) | $10.2M | 194,249 | 1.8% | 13 |
| [VALLEY WEALTH MANAGERS, INC.](https://holderbook.com/funds/924166-valley-wealth-managers-inc/) | $10.0M | 189,907 | 0.6% | 4 |
| [THRYVE WEALTH MANAGEMENT LLC](https://holderbook.com/funds/2113283-thryve-wealth-management-llc/) | $9.2M | 176,178 | 5.2% | 4 |
| [Lake Hills Wealth Management, LLC](https://holderbook.com/funds/1705594-lake-hills-wealth-management-llc/) | $6.0M | 114,271 | 2.8% | 4 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $5.6M | 107,248 | 0.0% | 14 |
| [MRA Advisory Group](https://holderbook.com/funds/1841816-mra-advisory-group/) | $4.5M | 86,434 | 1.7% | 8 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $2.1M | 40,321 | 0.1% | 13 |
| [CONGRESS ASSET MANAGEMENT CO](https://holderbook.com/funds/897378-congress-asset-management-co/) | $1.4M | 25,931 | 0.0% | 20 |
| [Stonebridge Financial Group, LLC](https://holderbook.com/funds/2009367-stonebridge-financial-group-llc/) | $615.9K | 11,732 | 0.0% | 8 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $592.4K | 11,283 | 0.0% | 24 |
| [Castleview Partners, LLC](https://holderbook.com/funds/1737088-castleview-partners-llc/) | $581.8K | 11,082 | 0.3% | 11 |
| [Exchange Bank](https://holderbook.com/funds/2001155-exchange-bank/) | $576.5K | 10,980 | 0.4% | 7 |
| [Investment Partners Asset Management, Inc.](https://holderbook.com/funds/1384416-investment-partners-asset-management-inc/) | $529.9K | 10,093 | 0.3% | 12 |
| [Elm3 Financial Group, LLC](https://holderbook.com/funds/2011201-elm3-financial-group-llc/) | $488.3K | 9,301 | 0.3% | 4 |
| [City Center Advisors, LLC](https://holderbook.com/funds/2030341-city-center-advisors-llc/) | $354.8K | 6,759 | 0.3% | 5 |
| [PRIVATE CLIENT SERVICES, LLC](https://holderbook.com/funds/1457005-private-client-services-llc/) | $350.1K | 6,669 | 0.1% | 3 |
| [STABLEFORD CAPITAL II LLC](https://holderbook.com/funds/1842089-stableford-capital-ii-llc/) | $348.5K | 6,638 | 0.1% | 3 |
| [GoalVest Advisory LLC](https://holderbook.com/funds/1839307-goalvest-advisory-llc/) | $339.6K | 75,363 | 0.1% | 4 |
| [SILVIA MCCOLL WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1991983-silvia-mccoll-wealth-management-llc/) | $267.3K | 5,092 | 0.2% | 6 |
| [Apeiron RIA LLC](https://holderbook.com/funds/1801846-apeiron-ria-llc/) | $254.6K | 4,800 | 0.1% | 1 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $251.7K | 4,794 | 0.0% | 3 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $219.1K | 4,173 | 0.1% | 2 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $209.6K | 3,992 | 0.0% | 6 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 33 | $103.3M |
| Q2 2026 | 822 | $10.7B |
| Q1 2026 | 732 | $8.5B |
| Q4 2025 | 681 | $7.1B |
| Q3 2025 | 620 | $6.7B |
| Q2 2025 | 609 | $5.9B |
| Q1 2025 | 585 | $5.3B |
| Q4 2024 | 597 | $5.9B |
| Q3 2024 | 549 | $5.6B |
| Q2 2024 | 526 | $4.8B |
| Q1 2024 | 522 | $5.2B |
| Q4 2023 | 485 | $3.8B |