HolderBook

GLOBAL X FDS (RNRG)

Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.

25
Reporting holders
$7.4M
Reported value
0.0%
Held as options
+2
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

FilerValueShares Their book Held Change
Avior Wealth Management, LLC$3.4M94,3130.09%newNEW
Cullen/Frost Bankers, Inc.$962.1K27,0190.01%4q+52.0%+$329.2K
Focus Partners Wealth$899.1K25,2500.00%4q-25.3%-$304.6K
SUSQUEHANNA INTERNATIONAL GROUP, LLP$609.9K17,1270.00%4q-42.6%-$451.9K
PRINCIPAL SECURITIES, INC.$413.1K11,6000.00%2qHELD
JANE STREET GROUP, LLC$367.6K10,3220.00%newNEW
Pathstone Holdings, LLC$245.2K6,8850.00%4qHELD
Kingsview Wealth Management, LLC$205.3K5,7640.00%2q+3.8%+$7.5K
Integrated Wealth Concepts LLC$69.2K1,9440.00%newNEW
Meramec Financial Planners, LLC$62.5K1,7970.02%3q+0.6%
ASSETMARK, INC$60.9K1,7090.00%4qHELD
OSAIC HOLDINGS, INC.$55.5K1,5580.00%3q+452.5%+$45.4K
ROYAL BANK OF CANADA$36.0K1,0130.00%4qHELD
UBS Group AG$24.7K6950.00%newNEW
BANK OF MONTREAL /CAN/$22.5K6330.00%4qHELD
Lodestone Wealth Management LLC$10.2K2850.00%3qHELD
Farther Finance Advisors, LLC$7.8K2190.00%4q-72.1%-$20.2K
Rockefeller Capital Management L.P.$5.9K1660.00%4qHELD
MERCER GLOBAL ADVISORS INC /ADV$5.2K1460.00%newNEW
MORGAN STANLEY$2.4K660.00%4qHELD
Capital Investment Advisory Services, LLC$2.4K660.00%newNEW
JPMORGAN CHASE & CO$1.6K460.00%2q+170.6%+$1.0K
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6K450.00%4qHELD
NATURAL INVESTMENTS, LLC$1.1K32,0480.25%3q+7.5%
ROTHSCHILD INVESTMENT LLC$534150.00%4qHELD
WELLS FARGO & COMPANY/MN$3110.00%4q-50.0%

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202625$7.4M208,6846540.0%
Q1 202623$6.9M187,8515710.0%
Q4 202524$4.4M134,0597320.0%
Q3 202518$4.9M152,35417010.0%
Q2 202521$4.8M486,9532380.0%
Q1 202527$5.8M702,1517280.0%
Q4 202429$8.7M1,001,9502690.0%
Q3 202431$9.8M919,104010110.0%
Q2 202435$6.8M681,3876960.0%
Q1 202433$9.4M868,7614990.0%
Q4 202331$11.9M1,050,5832790.0%
Q3 202328$10.1M1,005,1355570.0%
Q2 202328$13.4M1,112,1210670.0%
Q1 202333$12.3M991,7466880.0%
Q4 202232$16.3M1,240,39964100.0%
Q3 202240$24.2M1,904,46781150.0%
Q2 202235$25.5M1,798,1275890.0%
Q1 202235$39.7M2,497,26031090.0%
Q4 202142$43.0M2,750,639714100.0%
Q3 202142$38.8M2,484,85061770.0%
Q2 202139$28.1M1,729,981111450.0%
Q1 202135$15.0M913,350161040.0%
Q4 202022$19.6M1,066,5577530.0%
Q3 202015$8.2M557,7232240.0%
Q2 202015$8.5M610,0931540.0%
Q1 202017$6.5M509,1592450.0%
Q4 201917$6.3M422,1707210.0%
Q3 201912$2.2M159,4621610.0%
Q2 201913$3.2M235,8070720.0%
Q1 201915$2.9M223,9631630.0%
Q4 201813$1.8M155,3330000.0%