GLOBAL X FDS (QYLD)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
421
Reporting holders
$1.9B
Reported value
0.4%
Held as options
-5
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 |
|---|---|---|---|---|---|
| Global X Japan Co., Ltd. | $309.2M | 16,778,083 | 11.37% | 2q | +6.4%+$18.5M |
| LPL Financial LLC | $221.0M | 11,988,959 | 0.05% | 31q | -4.0%-$9.1M |
| MORGAN STANLEY | $204.6M | 11,101,876 | 0.01% | 31q | +3.6%+$7.1M |
| BANK OF AMERICA CORP /DE/ | $89.0M | 4,826,913 | 0.01% | 30q | -1.2%-$1.1M |
| WELLS FARGO & COMPANY/MN | $72.9M | 3,954,058 | 0.01% | 31q | -50.5%-$74.5M |
| AMERIPRISE FINANCIAL INC | $54.3M | 2,945,132 | 0.01% | 19q | -43.8%-$42.4M |
| RAYMOND JAMES FINANCIAL INC | $51.6M | 2,797,506 | 0.01% | 7q | +3.9%+$1.9M |
| OSAIC HOLDINGS, INC. | $42.8M | 2,323,840 | 0.05% | 26q | +15.1%+$5.6M |
| Cetera Investment Advisers | $40.5M | 2,196,192 | 0.04% | 23q | +10.9%+$4.0M |
| UBS Group AG | $29.9M | 1,624,281 | 0.00% | 31q | -3.4%-$1.1M |
| ROYAL BANK OF CANADA | $29.3M | 1,590,654 | 0.00% | 31q | -8.4%-$2.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $27.3M | 1,494,112 | 0.03% | 9q | +8.4%+$2.1M |
| Brookstone Capital Management | $25.9M | 1,406,527 | 0.26% | 24q | +1.4%+$362.1K |
| ENVESTNET ASSET MANAGEMENT INC | $23.7M | 1,286,623 | 0.01% | 31q | +5.9%+$1.3M |
| HUB Investment Partners, LLC | $22.6M | 1,224,302 | 0.41% | 14q | +3.0%+$649.0K |
| SIMS INVESTMENT MANAGEMENT, LLC | $20.1M | 1,092,989 | 6.23% | 7q | -4.8%-$1.0M |
| Sound Income Strategies, LLC | $19.3M | 1,046,491 | 0.87% | 12q | +2.5%+$477.3K |
| PRINCIPAL SECURITIES, INC. | $19.2M | 1,040,560 | 0.23% | 11q | +1.2%+$223.5K |
| J.W. COLE ADVISORS, INC. | $16.7M | 906,062 | 0.29% | 19q | -3.7%-$637.4K |
| Mission Hills Financial Advisory, LLC | $14.9M | 807,654 | 6.54% | 8q | +2.4%+$348.1K |
| MML INVESTORS SERVICES, LLC | $13.7M | 740,968 | 0.03% | 31q | +11.1%+$1.4M |
| HARBOUR INVESTMENTS, INC. | $12.9M | 701,648 | 0.17% | 21q | +9.4%+$1.1M |
| SBI Securities Co., Ltd. | $12.5M | 677,187 | 0.28% | 7q | HELD |
| Caerus Investment Advisors, LLC | $12.4M | 674,870 | 4.14% | 11q | +10.0%+$1.1M |
| IMC-Chicago, LLC | $12.4M | 672,107 | 0.00% | 4q | -48.1%-$11.5M |
| COMMONWEALTH EQUITY SERVICES, LLC | $11.8M | 642,271 | 0.01% | 31q | +4.8%+$545.0K |
| CITADEL ADVISORS LLC | $11.3M | 405,857 | 0.00% | 23q | +125.3%+$6.3M |
| STIFEL FINANCIAL CORP | $10.1M | 548,331 | 0.01% | 31q | -4.1%-$435.3K |
| Beta Wealth Group, Inc. | $9.8M | 530,202 | 3.67% | 4q | +0.8%+$78.8K |
| Thrive Capital Management, LLC | $9.5M | 513,689 | 1.78% | 9q | +31.7%+$2.3M |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $9.4M | 513,772 | 0.56% | 7q | +7.5%+$654.8K |
| Kestra Advisory Services, LLC | $9.4M | 508,211 | 0.03% | 22q | HELD |
| Cerity Partners LLC | $9.3M | 505,731 | 0.01% | 11q | +74.1%+$4.0M |
| Mirae Asset Global Investments Co., Ltd. | $8.9M | 483,385 | 0.01% | 29q | -39.9%-$5.9M |
| Steward Partners Investment Advisory, LLC | $8.1M | 441,065 | 0.04% | 29q | +102.2%+$4.1M |
| Rockefeller Capital Management L.P. | $8.1M | 439,688 | 0.01% | 26q | -5.3%-$449.5K |
| JPMORGAN CHASE & CO | $7.1M | 388,906 | 0.00% | 21q | -14.2%-$1.2M |
| Equitable Holdings, Inc. | $6.8M | 370,318 | 0.04% | 20q | -4.7%-$339.7K |
| Foguth Wealth Management, LLC. | $6.8M | 385,862 | 0.78% | 8q | -69.0%-$15.2M |
| NewEdge Advisors, LLC | $6.8M | 367,192 | 0.02% | new | NEW |
| Atlas Private Wealth Advisors | $6.6M | 360,005 | 1.45% | 25q | -13.4%-$1.0M |
| Solutions 4 Wealth, Ltd | $6.4M | 344,995 | 8.21% | 11q | +3.0%+$186.8K |
| JANE STREET GROUP, LLC | $6.2M | 258,195 | 0.00% | 9q | +370.3%+$4.9M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $6.1M | 329,707 | 0.00% | 9q | +272.3%+$4.4M |
| PFG Investments, LLC | $6.0M | 328,168 | 0.23% | 14q | +3.9%+$226.1K |
| Pinnacle Financial Partners, Inc. | $5.8M | 313,714 | 0.04% | 3q | +9.3%+$491.0K |
| NFSG Corp | $5.6M | 303,521 | 0.69% | 24q | HELD |
| Private Advisor Group, LLC | $5.4M | 290,536 | 0.02% | 22q | -6.3%-$357.6K |
| RETIREMENT PLANNING GROUP, LLC / NY | $5.1M | 275,764 | 2.77% | 7q | +1.6%+$77.8K |
| TRUIST FINANCIAL CORP | $5.1M | 275,331 | 0.01% | 27q | +4.1%+$199.8K |
| CreativeOne Wealth, LLC | $4.9M | 263,269 | 0.10% | 20q | +17.7%+$728.6K |
| Hennion & Walsh Asset Management, Inc. | $4.6M | 249,129 | 0.13% | 14q | +13.8%+$557.4K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $4.5M | 245,550 | 0.05% | 22q | +2.1%+$93.1K |
| CAPTRUST FINANCIAL ADVISORS | $4.4M | 240,892 | 0.01% | 14q | +26.5%+$929.8K |
| Integrated Wealth Concepts LLC | $4.4M | 237,585 | 0.02% | 2q | HELD |
| Concurrent Investment Advisors, LLC | $4.3M | 234,940 | 0.04% | 11q | +1.2%+$53.2K |
| Arkadios Wealth Advisors | $4.3M | 232,950 | 0.07% | 3q | +155.7%+$2.6M |
| Wealthfront Advisers LLC | $4.2M | 227,828 | 0.01% | 18q | -5.0%-$223.2K |
| Compass Financial Services Inc | $4.1M | 222,006 | 1.53% | 7q | +8.9%+$335.2K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $4.0M | 219,085 | 0.00% | 27q | -14.0%-$657.6K |
| Jefferies Financial Group Inc. | $3.8M | 204,438 | 0.02% | 15q | +1.4%+$52.0K |
| INDEPENDENT FINANCIAL GROUP, LLC | $3.8M | 204,179 | 0.07% | 6q | -3.6%-$141.2K |
| Belpointe Asset Management LLC | $3.6M | 197,360 | 0.12% | 29q | +13.8%+$440.1K |
| Creative Planning | $3.6M | 195,999 | 0.00% | 31q | +2.4%+$86.2K |
| Sanctuary Advisors, LLC | $3.6M | 194,683 | 0.02% | 9q | +6.5%+$220.0K |
| Daiwa Securities Group Inc. | $3.6M | 193,410 | 0.01% | 10q | +15.7%+$482.9K |
| Ameritas Advisory Services, LLC | $3.4M | 183,887 | 0.07% | 19q | +44.0%+$1.0M |
| LEVEL FOUR ADVISORY SERVICES, LLC | $3.3M | 178,804 | 0.09% | 25q | +6.8%+$210.0K |
| HBW ADVISORY SERVICES LLC | $3.2M | 175,329 | 0.29% | 21q | HELD |
| Diversify Advisory Services, LLC | $3.0M | 172,862 | 0.05% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $3.0M | 172,862 | 0.05% | 2q | HELD |
| Redwood Financial Network Corp | $2.9M | 157,110 | 1.61% | 18q | HELD |
| KINGSWOOD WEALTH ADVISORS, LLC | $2.9M | 156,652 | 0.12% | 9q | +51.7%+$984.2K |
| WCG Wealth Advisors LLC | $2.9M | 156,235 | 0.07% | 17q | -8.7%-$274.6K |
| Note Advisors, LLC | $2.8M | 152,902 | 1.22% | 7q | +2.3%+$64.4K |
| NWF Advisory Services Inc. | $2.8M | 152,854 | 0.26% | 14q | -3.6%-$104.1K |
| Arax Advisory Partners | $2.7M | 146,942 | 0.02% | 3q | +36.8%+$728.0K |
| Wealthspire Retirement, LLC | $2.7M | 143,872 | 0.15% | 20q | +2.6%+$66.1K |
| Rockport Wealth LLC | $2.6M | 142,721 | 0.44% | 10q | +5.2%+$129.7K |
| RDA Financial Network | $2.6M | 141,212 | 0.57% | 30q | +2.1%+$53.0K |
| Stratos Wealth Partners, LTD. | $2.6M | 140,410 | 0.03% | 31q | -19.7%-$636.5K |
| &PARTNERS | $2.5M | 137,338 | 0.01% | 17q | -0.8%-$20.8K |
| Mariner, LLC | $2.5M | 134,018 | 0.00% | 19q | -33.0%-$1.2M |
| Joseph P. Lucia & Associates, LLC | $2.4M | 128,483 | 0.71% | 28q | +1.4%+$32.1K |
| J. Team Financial, Inc. | $2.3M | 126,837 | 2.27% | 4q | +23.8%+$449.6K |
| Arete Wealth Advisors, LLC | $2.2M | 121,861 | 0.05% | 11q | +510.7%+$1.9M |
| Modern Wealth Management, LLC | $2.2M | 120,046 | 0.03% | new | NEW |
| Fiduciary Group, LLC | $2.2M | 118,979 | 0.17% | 22q | HELD |
| Sowell Financial Services LLC | $2.2M | 116,978 | 0.07% | 30q | +1.3%+$27.3K |
| Blue Chip Partners, LLC | $2.2M | 116,900 | 0.14% | 19q | +10.0%+$196.7K |
| HighTower Advisors, LLC | $2.1M | options only | 0.00% | 30q | OPTIONS |
| Focus Partners Advisor Solutions, LLC | $2.1M | 115,007 | 0.02% | 2q | -1.5%-$32.8K |
| VICUS CAPITAL | $2.1M | 113,311 | 0.13% | 26q | +1.7%+$35.4K |
| Perissos Private Wealth Management, LLC | $2.1M | 113,214 | 1.41% | 10q | -1.2%-$25.5K |
| Mesirow Financial Investment Management, Inc. | $2.1M | 112,498 | 0.03% | 11q | +7.2%+$140.1K |
| Institute for Wealth Management, LLC. | $2.0M | 110,971 | 0.18% | 14q | -3.7%-$78.7K |
| SHARPEPOINT LLC | $2.0M | 109,913 | 1.01% | 7q | +8.0%+$149.5K |
| Significant Wealth Partners LLC | $2.0M | 108,187 | 2.16% | 2q | +1.8%+$35.7K |
| Independent Wealth Network Inc. | $2.0M | 107,004 | 0.50% | 7q | -6.2%-$130.0K |
| APS Management Group, Inc. | $1.9M | 104,167 | 1.48% | 4q | -1.5%-$29.5K |
Showing the largest 100 of 431 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 | 421 | $1.9B | 102,435,338 | 31 | 181 | 109 | 0.4% |
| Q1 2026 | 426 | $1.9B | 108,739,607 | 43 | 162 | 129 | 0.4% |
| Q4 2025 | 425 | $1.6B | 88,686,843 | 36 | 142 | 143 | 0.4% |
| Q3 2025 | 404 | $1.7B | 102,214,436 | 47 | 144 | 128 | 0.3% |
| Q2 2025 | 397 | $1.8B | 109,170,721 | 31 | 160 | 126 | 0.5% |
| Q1 2025 | 417 | $1.7B | 102,343,764 | 48 | 178 | 110 | 0.5% |
| Q4 2024 | 413 | $1.7B | 90,996,218 | 41 | 157 | 106 | 0.5% |
| Q3 2024 | 359 | $1.5B | 81,578,763 | 24 | 152 | 107 | 0.7% |
| Q2 2024 | 361 | $1.7B | 95,878,251 | 42 | 153 | 95 | 0.3% |
| Q1 2024 | 343 | $1.9B | 106,710,655 | 30 | 148 | 91 | 0.2% |
| Q4 2023 | 340 | $1.7B | 96,721,368 | 33 | 125 | 97 | 0.2% |
| Q3 2023 | 309 | $1.4B | 85,101,342 | 36 | 138 | 77 | 0.5% |
| Q2 2023 | 298 | $1.5B | 82,152,062 | 33 | 132 | 69 | 0.4% |
| Q1 2023 | 283 | $1.1B | 61,958,825 | 35 | 124 | 56 | 0.6% |
| Q4 2022 | 269 | $942.5M | 59,052,206 | 42 | 79 | 93 | 0.7% |
| Q3 2022 | 304 | $972.9M | 61,194,927 | 28 | 137 | 81 | 1.2% |
| Q2 2022 | 307 | $1.0B | 57,504,199 | 41 | 139 | 71 | 1.6% |
| Q1 2022 | 293 | $1.1B | 51,979,963 | 56 | 153 | 46 | 1.8% |
| Q4 2021 | 273 | $1.1B | 47,191,029 | 42 | 131 | 58 | 2.6% |
| Q3 2021 | 234 | $752.3M | 33,654,920 | 43 | 124 | 25 | 1.3% |
| Q2 2021 | 216 | $573.7M | 25,399,426 | 55 | 95 | 36 | 0.7% |
| Q1 2021 | 169 | $480.0M | 21,153,512 | 28 | 88 | 29 | 0.6% |
| Q4 2020 | 150 | $401.0M | 17,591,735 | 11 | 81 | 27 | 0.1% |
| Q3 2020 | 131 | $320.7M | 14,738,827 | 23 | 56 | 33 | 0.6% |
| Q2 2020 | 118 | $278.6M | 13,159,082 | 20 | 58 | 30 | 0.2% |
| Q1 2020 | 115 | $247.4M | 12,565,498 | 28 | 50 | 27 | 0.6% |
| Q4 2019 | 108 | $284.2M | 12,096,125 | 19 | 53 | 16 | 0.0% |
| Q3 2019 | 91 | $222.4M | 9,845,747 | 14 | 48 | 19 | 0.0% |
| Q2 2019 | 82 | $176.6M | 7,766,226 | 17 | 41 | 14 | 0.1% |
| Q1 2019 | 78 | $163.1M | 7,086,622 | 19 | 33 | 12 | 1.7% |
| Q4 2018 | 62 | $110.0M | 5,118,458 | 7 | 0 | 0 | 1.1% |