GLOBAL X FDS (QDIV)
Institutional ownership reported to the SEC as of Q2 2026, across 30 quarters.
23
Reporting holders
$9.2M
Reported value
0.0%
Held as options
-1
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 |
|---|---|---|---|---|---|
| HARBOUR INVESTMENTS, INC. | $3.0M | 81,196 | 0.04% | 15q | +4.4%+$127.5K |
| LPL Financial LLC | $2.1M | 57,517 | 0.00% | 17q | -1.1%-$23.1K |
| XML Financial, LLC | $1.1M | 29,863 | 0.08% | 4q | -79.2%-$4.2M |
| GOLDMAN SACHS GROUP INC | $706.2K | 18,965 | 0.00% | 8q | +153.4%+$427.5K |
| Compound Planning, Inc. | $555.0K | 14,905 | 0.01% | 12q | +2.2%+$11.9K |
| APS Management Group, Inc. | $548.0K | 14,717 | 0.42% | 4q | -6.1%-$35.6K |
| Sharkey, Howes & Javer | $273.9K | 7,355 | 0.03% | 16q | HELD |
| Creative Planning | $268.7K | 7,217 | 0.00% | 10q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $221.7K | 5,954 | 0.00% | 10q | -37.3%-$132.0K |
| BARCLAYS PLC | $193.6K | 5,200 | 0.00% | 7q | HELD |
| SBI Securities Co., Ltd. | $30.6K | 823 | 0.00% | 7q | -5.6%-$1.8K |
| OSAIC HOLDINGS, INC. | $28.4K | 762 | 0.00% | 26q | -52.7%-$31.6K |
| COMPASS FINANCIAL MANAGEMENT LLC | $18.2K | 453 | 0.00% | new | FIRST |
| IFP Advisors, Inc | $15.2K | 407 | 0.00% | 5q | +1.2% |
| AE Wealth Management LLC | $12.6K | 338 | 0.00% | 7q | -49.9%-$12.5K |
| UBS Group AG | $8.7K | 234 | 0.00% | new | NEW |
| NewEdge Advisors, LLC | $8.6K | 231 | 0.00% | new | NEW |
| Aptus Capital Advisors, LLC | $7.7K | 208 | 0.00% | 17q | HELD |
| SIGNATUREFD, LLC | $7.6K | 204 | 0.00% | 12q | +1.0% |
| Rockefeller Capital Management L.P. | $5.1K | 136 | 0.00% | 3q | +5.4% |
| BANK OF MONTREAL /CAN/ | $2.4K | 65 | 0.00% | 3q | HELD |
| Costello Asset Management, INC | $2.2K | 60 | 0.00% | 6q | HELD |
| Cambridge Investment Research Advisors, Inc. | $1.5K | 39,926 | 0.00% | 12q | +106.2% |
| WELLS FARGO & COMPANY/MN | $13 | 0 | 0.00% | 13q | HELD |
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 | 23 | $9.2M | 246,810 | 2 | 6 | 7 | 0.0% |
| Q1 2026 | 24 | $13.2M | 358,430 | 2 | 5 | 8 | 0.0% |
| Q4 2025 | 25 | $13.8M | 396,534 | 3 | 3 | 6 | 0.0% |
| Q3 2025 | 27 | $15.4M | 438,368 | 2 | 8 | 4 | 0.0% |
| Q2 2025 | 30 | $10.4M | 306,528 | 7 | 7 | 6 | 0.2% |
| Q1 2025 | 25 | $10.0M | 255,956 | 2 | 7 | 7 | 10.2% |
| Q4 2024 | 25 | $9.6M | 246,436 | 3 | 6 | 7 | 10.8% |
| Q3 2024 | 23 | $14.5M | 327,116 | 5 | 4 | 5 | 17.7% |
| Q2 2024 | 20 | $11.3M | 277,913 | 1 | 9 | 5 | 22.2% |
| Q1 2024 | 19 | $5.4M | 154,657 | 6 | 5 | 4 | 0.0% |
| Q4 2023 | 19 | $10.3M | 319,004 | 2 | 5 | 8 | 0.0% |
| Q3 2023 | 21 | $19.9M | 652,777 | 6 | 8 | 4 | 0.0% |
| Q2 2023 | 18 | $32.0M | 1,014,164 | 5 | 6 | 2 | 0.0% |
| Q1 2023 | 15 | $30.1M | 943,380 | 5 | 5 | 1 | 0.0% |
| Q4 2022 | 16 | $28.5M | 896,745 | 4 | 4 | 3 | 0.0% |
| Q3 2022 | 20 | $15.9M | 568,591 | 6 | 3 | 6 | 0.0% |
| Q2 2022 | 16 | $30.3M | 1,008,866 | 6 | 2 | 3 | 0.0% |
| Q1 2022 | 11 | $20.6M | 611,105 | 4 | 3 | 4 | 0.0% |
| Q4 2021 | 8 | $13.0M | 394,305 | 3 | 2 | 0 | 0.0% |
| Q3 2021 | 6 | $2.5M | 81,324 | 0 | 1 | 1 | 0.0% |
| Q2 2021 | 6 | $2.6M | 84,698 | 3 | 1 | 2 | 0.0% |
| Q1 2021 | 4 | $1.7M | 57,728 | 0 | 1 | 1 | 0.0% |
| Q4 2020 | 6 | $3.2M | 121,482 | 3 | 0 | 1 | 0.0% |
| Q3 2020 | 3 | $1.6M | 71,986 | 1 | 1 | 0 | 0.0% |
| Q2 2020 | 4 | $1.6M | 73,367 | 0 | 2 | 0 | 0.0% |
| Q1 2020 | 6 | $1.3M | 68,999 | 3 | 0 | 1 | 0.0% |
| Q4 2019 | 6 | $8.1M | 300,386 | 0 | 1 | 2 | 0.0% |
| Q3 2019 | 7 | $8.2M | 322,050 | 4 | 2 | 1 | 0.0% |
| Q2 2019 | 3 | $6.1M | 242,082 | 1 | 2 | 0 | 0.0% |
| Q1 2019 | 3 | $6.0M | 237,499 | 3 | 0 | 0 | 0.0% |