GLOBAL X FDS (QDIV)
Institutional ownership reported to the SEC as of Q2 2026, across 30 quarters.
24
Reporting holders
$10.7M
Reported value
0.0%
Calls
0.0%
Puts
-1
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 |
| Cambridge Investment Research Advisors, Inc. | $1.5M | 39,926 | 0.00% | 12q | +106.2%+$765.4K |
| 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 |
| 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 | 24 | $10.7M | 286,736 | 2 | 7 | 7 | 0.0% |
| Q1 2026 | 25 | $13.9M | 377,792 | 2 | 6 | 8 | 0.0% |
| Q4 2025 | 26 | $14.4M | 415,417 | 3 | 3 | 7 | 0.0% |
| Q3 2025 | 29 | $16.2M | 461,664 | 2 | 8 | 5 | 0.0% |
| Q2 2025 | 32 | $11.2M | 329,998 | 7 | 7 | 7 | 0.2% |
| Q1 2025 | 27 | $11.2M | 288,872 | 2 | 7 | 8 | 9.1% |
| Q4 2024 | 27 | $12.2M | 323,428 | 3 | 7 | 8 | 8.4% |
| Q3 2024 | 25 | $17.2M | 402,876 | 5 | 5 | 5 | 14.9% |
| Q2 2024 | 21 | $13.5M | 331,822 | 0 | 10 | 5 | 18.5% |
| Q1 2024 | 21 | $7.6M | 218,523 | 6 | 6 | 4 | 0.0% |
| Q4 2023 | 21 | $12.2M | 376,724 | 2 | 6 | 8 | 0.0% |
| Q3 2023 | 23 | $21.2M | 696,094 | 7 | 8 | 4 | 0.0% |
| Q2 2023 | 19 | $32.0M | 1,014,274 | 5 | 6 | 2 | 0.0% |
| Q1 2023 | 16 | $30.1M | 943,490 | 5 | 5 | 2 | 0.0% |
| Q4 2022 | 18 | $28.5M | 897,030 | 5 | 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% |