GLOBAL X FDS (PAVE)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
790
Reporting holders
$9.6B
Reported value
0.1%
Held as options
+89
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/ | $1.5B | 25,173,381 | 0.10% | 31q | -1.3%-$19.2M |
| BANK OF MONTREAL /CAN/ | $1.4B | 24,488,508 | 0.48% | 22q | +1.2%+$16.4M |
| MORGAN STANLEY | $686.1M | 11,645,278 | 0.04% | 35q | +9.2%+$58.0M |
| LPL Financial LLC | $566.6M | 9,616,218 | 0.13% | 31q | +10.8%+$55.4M |
| ENVESTNET ASSET MANAGEMENT INC | $299.9M | 5,089,117 | 0.07% | 25q | +24.5%+$59.0M |
| JPMORGAN CHASE & CO | $263.4M | 4,495,049 | 0.01% | 23q | -29.9%-$112.3M |
| CIBC Bancorp USA Inc. | $248.1M | 4,214,610 | 0.30% | 2q | +7.1%+$16.4M |
| WELLS FARGO & COMPANY/MN | $212.0M | 3,597,436 | 0.03% | 27q | -45.3%-$175.6M |
| Focus Partners Wealth | $180.4M | 3,061,202 | 0.18% | 11q | +418.5%+$145.6M |
| MEITAV INVESTMENT HOUSE LTD | $167.0M | 2,832,025 | 1.12% | 24q | +131.9%+$95.0M |
| RiverFront Investment Group, LLC | $160.4M | 2,722,598 | 2.12% | 8q | +67.4%+$64.6M |
| UBS Group AG | $139.4M | 2,365,466 | 0.02% | 31q | -3.9%-$5.7M |
| PRINCIPAL FINANCIAL GROUP INC | $137.1M | 2,326,475 | 0.07% | 10q | +48.4%+$44.7M |
| OSAIC HOLDINGS, INC. | $131.3M | 2,228,495 | 0.15% | 26q | +11.4%+$13.4M |
| ROYAL BANK OF CANADA | $116.0M | 1,969,091 | 0.02% | 31q | +22.3%+$21.1M |
| WADDELL & ASSOCIATES, LLC | $115.7M | 1,964,140 | 5.73% | 5q | HELD |
| RAYMOND JAMES FINANCIAL INC | $109.7M | 1,861,776 | 0.03% | 7q | +21.2%+$19.2M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $109.4M | 1,856,098 | 0.06% | 23q | +6.8%+$7.0M |
| Moss Adams Wealth Advisors LLC | $109.0M | 1,847,570 | 6.81% | 10q | +1.7%+$1.8M |
| Cetera Investment Advisers | $100.1M | 1,699,405 | 0.09% | 22q | +31.0%+$23.7M |
| Kestra Investment Management, LLC | $97.0M | 1,646,301 | 1.88% | 3q | -38.9%-$61.8M |
| AMERIPRISE FINANCIAL INC | $82.9M | 1,406,849 | 0.02% | 23q | -41.5%-$58.9M |
| AXXCESS WEALTH MANAGEMENT, LLC | $62.4M | 1,058,974 | 0.99% | 19q | +4.0%+$2.4M |
| Capital Asset Advisory Services LLC | $60.6M | 1,028,101 | 2.19% | 21q | +4.5%+$2.6M |
| Kestra Advisory Services, LLC | $60.3M | 1,023,893 | 0.19% | 23q | +16.9%+$8.7M |
| COMMONWEALTH EQUITY SERVICES, LLC | $59.3M | 1,006,445 | 0.07% | 31q | -0.9%-$532.5K |
| EVERGREEN CAPITAL MANAGEMENT LLC | $54.2M | 918,222 | 0.95% | 7q | +4.7%+$2.4M |
| Mariner, LLC | $51.8M | 878,989 | 0.05% | 26q | -3.6%-$1.9M |
| HighTower Advisors, LLC | $51.3M | 871,355 | 0.05% | 23q | +4.1%+$2.0M |
| MML INVESTORS SERVICES, LLC | $49.7M | 844,313 | 0.10% | 23q | +26.9%+$10.5M |
| VAN ECK ASSOCIATES CORP | $46.1M | 782,638 | 0.03% | 21q | -47.6%-$41.9M |
| First Interstate Bank | $44.5M | 755,645 | 2.32% | 10q | -1.0%-$456.2K |
| EP Wealth Advisors, LLC | $43.8M | 743,811 | 0.17% | 7q | HELD |
| Composition Wealth, LLC | $42.9M | 728,078 | 0.50% | new | NEW |
| Mirae Asset Global Investments Co., Ltd. | $41.4M | 703,288 | 0.06% | 12q | -28.4%-$16.4M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | $38.2M | 647,770 | 1.57% | 17q | HELD |
| Destination Wealth Management | $36.6M | 621,076 | 0.85% | 19q | -1.5%-$564.3K |
| Evolution Wealth Advisors, LLC | $35.9M | 609,894 | 4.20% | 24q | +0.6%+$228.1K |
| Pacific Life Fund Advisors LLC | $35.0M | 594,414 | 3.85% | new | NEW |
| GREAT VALLEY ADVISOR GROUP, INC. | $34.0M | 577,813 | 0.54% | 22q | +1.8%+$585.8K |
| Cooper Financial Group | $34.0M | 576,388 | 2.82% | 11q | +4.5%+$1.5M |
| Rockefeller Capital Management L.P. | $33.6M | 570,265 | 0.05% | 23q | +4.7%+$1.5M |
| STIFEL FINANCIAL CORP | $29.6M | 501,911 | 0.02% | 25q | +38.6%+$8.2M |
| Steward Partners Investment Advisory, LLC | $29.1M | 493,294 | 0.15% | 29q | +47.9%+$9.4M |
| Ameritas Advisory Services, LLC | $27.8M | 472,633 | 0.56% | 19q | +34.8%+$7.2M |
| Equitable Holdings, Inc. | $26.5M | 449,071 | 0.16% | 24q | +47.5%+$8.5M |
| Teamwork Financial Advisors, LLC | $23.7M | 403,005 | 2.15% | 2q | +12.2%+$2.6M |
| JONES FINANCIAL COMPANIES LLLP | $23.4M | 397,534 | 0.01% | 9q | +45.0%+$7.3M |
| 360 Financial, Inc. | $22.1M | 374,735 | 5.61% | 19q | HELD |
| Rockport Wealth LLC | $21.7M | 367,703 | 3.64% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $21.2M | 359,608 | 0.01% | 22q | +12.6%+$2.4M |
| MFA WEALTH ADVISORS, LLC | $19.3M | 327,596 | 3.29% | 22q | -2.5%-$487.6K |
| Riggs Asset Managment Co. Inc. | $18.9M | 321,358 | 3.38% | 22q | -1.4%-$262.4K |
| Private Advisor Group, LLC | $18.9M | 320,363 | 0.09% | 25q | -15.7%-$3.5M |
| BLAIR WILLIAM & CO/IL | $18.6M | 316,206 | 0.05% | 24q | +15.7%+$2.5M |
| Tidal Investments LLC | $18.4M | 312,551 | 0.03% | new | NEW |
| HBW ADVISORY SERVICES LLC | $16.9M | 287,085 | 1.53% | 21q | +0.8%+$130.0K |
| Gerber Kawasaki Wealth & Investment Management | $16.1M | 274,009 | 0.43% | 21q | HELD |
| CITIGROUP INC | $15.7M | 267,076 | 0.01% | 28q | +48.8%+$5.2M |
| CIBC WORLD MARKET INC. | $15.6M | 265,157 | 0.03% | 23q | HELD |
| Destiny Wealth Partners, LLC | $15.1M | 267,397 | 2.13% | 5q | -5.4%-$857.5K |
| ALTFEST L J & CO INC | $14.9M | 253,259 | 1.45% | 5q | -1.1%-$160.1K |
| MAI Capital Management | $14.5M | 246,013 | 0.05% | 23q | +32.4%+$3.5M |
| Robertson Stephens Wealth Management, LLC | $14.4M | 244,424 | 0.36% | 8q | -6.5%-$994.8K |
| Eagle Strategies LLC | $14.1M | 239,684 | 1.40% | 10q | -39.0%-$9.0M |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | $13.5M | 229,190 | 1.67% | 20q | HELD |
| Symphony Financial Services, Inc. | $12.8M | 217,871 | 5.77% | 9q | +4.4%+$542.8K |
| New England Private Wealth Advisors LLC | $12.7M | 220,583 | 1.23% | 22q | +6.6%+$789.6K |
| ROTHSCHILD INVESTMENT LLC | $12.7M | 214,811 | 0.47% | 8q | +0.8%+$100.4K |
| Sage Capital Management, LLC | $12.6M | 213,126 | 4.90% | 11q | +0.9%+$109.0K |
| Wealthcare Advisory Partners LLC | $12.5M | 211,492 | 0.24% | 22q | +3.5%+$426.5K |
| ADAPT WEALTH ADVISORS, LLC | $12.4M | 210,835 | 4.06% | 9q | -0.7%-$90.3K |
| Chicago Wealth Management, Inc. | $11.8M | 200,760 | 4.20% | 2q | +2.8%+$317.9K |
| Stratos Wealth Partners, LTD. | $11.7M | 199,180 | 0.12% | 27q | +4.0%+$449.6K |
| Investors Research Corp | $11.4M | 194,312 | 2.05% | 12q | HELD |
| National Philanthropic Trust | $11.4M | 192,783 | 0.16% | 10q | +2.9%+$324.4K |
| JMAC ENTERPRISES LLC | $11.3M | 192,070 | 1.91% | 19q | -8.7%-$1.1M |
| Financial Partners Group, Inc | $10.8M | 183,114 | 1.10% | 13q | -0.8%-$84.9K |
| THRYVE WEALTH MANAGEMENT LLC | $10.2M | 173,705 | 5.72% | 3q | +6.6%+$634.3K |
| VALLEY WEALTH MANAGERS, INC. | $9.9M | 168,842 | 0.57% | 3q | +430.7%+$8.1M |
| Clarus Group, Inc. | $9.9M | 168,759 | 3.37% | 23q | -2.0%-$204.3K |
| Cascade Financial Partners, LLC | $9.8M | 167,112 | 0.85% | 10q | +6.6%+$610.4K |
| Aptus Capital Advisors, LLC | $9.8M | 166,066 | 0.07% | 18q | HELD |
| Merit Financial Group, LLC | $9.7M | 164,988 | 0.03% | 14q | +96.9%+$4.8M |
| IHT Wealth Management, LLC | $9.7M | 164,041 | 0.21% | 22q | -11.0%-$1.2M |
| Quadrant Private Wealth Management, LLC | $9.1M | 153,589 | 2.03% | 9q | HELD |
| &PARTNERS | $8.9M | 150,459 | 0.04% | 10q | +12.3%+$973.1K |
| Y.D. More Investments Ltd | $8.8M | 149,999 | 0.27% | 15q | +9.0%+$725.5K |
| Sanctuary Advisors, LLC | $8.7M | 147,572 | 0.04% | 9q | +8.2%+$657.4K |
| 5th Street Advisors, LLC | $8.6M | 146,296 | 3.28% | 8q | -7.7%-$714.9K |
| Ameritas Investment Partners, Inc. | $8.4M | 143,226 | 0.22% | 16q | +4.0%+$321.1K |
| INDEPENDENT FINANCIAL GROUP, LLC | $8.4M | 142,152 | 0.16% | 6q | +10.7%+$807.5K |
| Ausdal Financial Partners, Inc. | $8.4M | 141,738 | 0.33% | 23q | +10.6%+$801.7K |
| Copley Financial Group, Inc. | $8.0M | 135,421 | 4.83% | 3q | +2.3%+$181.9K |
| WCG Wealth Advisors LLC | $7.7M | 131,020 | 0.18% | 3q | -27.8%-$3.0M |
| Phoenix Financial Ltd. | $7.7M | 131,000 | 0.05% | 4q | HELD |
| ARQ WEALTH ADVISORS, LLC | $7.6M | 134,699 | 0.95% | 7q | +16.1%+$1.1M |
| NewEdge Advisors, LLC | $7.6M | 129,111 | 0.02% | new | NEW |
| NTV Asset Management LLC | $7.6M | 128,553 | 0.74% | 23q | HELD |
| Capital Advantage, Inc. | $7.6M | 128,370 | 0.92% | 9q | +8.4%+$584.9K |
Showing the largest 100 of 820 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 | 790 | $9.6B | 162,203,311 | 119 | 308 | 161 | 0.1% |
| Q1 2026 | 701 | $7.8B | 152,793,421 | 94 | 269 | 188 | 0.1% |
| Q4 2025 | 648 | $6.6B | 137,313,402 | 60 | 228 | 147 | 0.0% |
| Q3 2025 | 591 | $6.2B | 130,439,045 | 57 | 200 | 161 | 0.0% |
| Q2 2025 | 572 | $5.4B | 124,576,682 | 69 | 156 | 195 | 0.0% |
| Q1 2025 | 546 | $4.7B | 125,055,385 | 51 | 194 | 166 | 0.0% |
| Q4 2024 | 556 | $5.1B | 126,719,545 | 54 | 189 | 143 | 0.1% |
| Q3 2024 | 505 | $4.7B | 113,524,263 | 63 | 178 | 136 | 0.1% |
| Q2 2024 | 478 | $4.0B | 107,920,957 | 49 | 171 | 126 | 0.0% |
| Q1 2024 | 477 | $4.7B | 118,934,826 | 69 | 172 | 128 | 0.1% |
| Q4 2023 | 436 | $3.4B | 98,759,860 | 57 | 136 | 134 | 0.2% |
| Q3 2023 | 386 | $2.8B | 90,543,598 | 42 | 131 | 102 | 0.2% |
| Q2 2023 | 371 | $2.6B | 81,930,004 | 52 | 107 | 128 | 0.5% |
| Q1 2023 | 351 | $1.9B | 68,145,805 | 42 | 106 | 122 | 0.4% |
| Q4 2022 | 325 | $1.5B | 57,012,969 | 37 | 70 | 123 | 0.5% |
| Q3 2022 | 377 | $1.6B | 70,831,459 | 27 | 72 | 169 | 0.5% |
| Q2 2022 | 390 | $1.9B | 82,595,551 | 19 | 95 | 183 | 0.4% |
| Q1 2022 | 447 | $2.8B | 99,853,247 | 48 | 137 | 155 | 0.4% |
| Q4 2021 | 437 | $2.9B | 98,715,790 | 61 | 178 | 90 | 1.0% |
| Q3 2021 | 377 | $2.1B | 81,088,966 | 62 | 168 | 74 | 0.9% |
| Q2 2021 | 348 | $1.7B | 62,136,693 | 118 | 141 | 50 | 6.1% |
| Q1 2021 | 256 | $1.2B | 46,832,943 | 141 | 89 | 6 | 0.5% |
| Q4 2020 | 118 | $430.6M | 20,191,482 | 55 | 41 | 4 | 0.0% |
| Q3 2020 | 55 | $116.6M | 6,864,032 | 10 | 20 | 11 | 0.0% |
| Q2 2020 | 51 | $84.6M | 5,481,111 | 17 | 18 | 3 | 0.0% |
| Q1 2020 | 43 | $18.4M | 1,441,627 | 11 | 6 | 17 | 0.0% |
| Q4 2019 | 44 | $82.4M | 4,582,141 | 8 | 11 | 11 | 0.1% |
| Q3 2019 | 41 | $76.0M | 4,645,675 | 5 | 10 | 16 | 0.0% |
| Q2 2019 | 37 | $74.7M | 4,534,252 | 5 | 10 | 13 | 0.0% |
| Q1 2019 | 40 | $69.4M | 4,367,064 | 5 | 11 | 10 | 0.0% |
| Q4 2018 | 42 | $59.8M | 4,439,807 | 2 | 0 | 0 | 0.0% |