GLOBAL X FDS (SDIV)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
114
Reporting holders
$172.8M
Reported value
1.0%
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 |
|---|---|---|---|---|---|
| LPL Financial LLC | $26.5M | 1,083,477 | 0.01% | 15q | +1.5%+$402.0K |
| MORGAN STANLEY | $14.3M | 585,027 | 0.00% | 15q | +15.4%+$1.9M |
| BANK OF AMERICA CORP /DE/ | $13.5M | 551,873 | 0.00% | 15q | +3.4%+$442.0K |
| OSAIC HOLDINGS, INC. | $10.2M | 415,270 | 0.01% | 15q | +1.0%+$104.3K |
| WELLS FARGO & COMPANY/MN | $9.6M | 392,220 | 0.00% | 15q | -23.7%-$3.0M |
| PRINCIPAL SECURITIES, INC. | $8.1M | 332,794 | 0.10% | 11q | +0.8%+$66.3K |
| AE Wealth Management LLC | $5.9M | 242,569 | 0.03% | 7q | +0.7%+$41.1K |
| Cetera Investment Advisers | $5.3M | 217,921 | 0.00% | 15q | +1.2%+$63.2K |
| ENVESTNET ASSET MANAGEMENT INC | $4.6M | 187,120 | 0.00% | 15q | +9.9%+$411.2K |
| RAYMOND JAMES FINANCIAL INC | $4.5M | 184,054 | 0.00% | 7q | +18.1%+$690.8K |
| Foguth Wealth Management, LLC. | $4.3M | 174,873 | 0.49% | 4q | -55.8%-$5.5M |
| Fifth Third Securities, Inc. | $4.2M | 172,801 | 0.24% | 11q | +33.1%+$1.1M |
| UBS Group AG | $3.9M | 160,958 | 0.00% | 15q | +71.3%+$1.6M |
| JONES FINANCIAL COMPANIES LLLP | $3.4M | 141,051 | 0.00% | 9q | +21.5%+$609.0K |
| NFSG Corp | $3.3M | 135,085 | 0.41% | 15q | -1.5%-$51.2K |
| AMERIPRISE FINANCIAL INC | $2.9M | 116,786 | 0.00% | 15q | -46.6%-$2.5M |
| NewEdge Advisors, LLC | $2.6M | 108,346 | 0.01% | new | NEW |
| Wealthfront Advisers LLC | $2.3M | 94,808 | 0.00% | 15q | -1.0%-$24.0K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $2.3M | 92,745 | 0.02% | 6q | +15.2%+$298.8K |
| KINGSWOOD WEALTH ADVISORS, LLC | $2.3M | 92,427 | 0.09% | 6q | -20.7%-$589.3K |
| JPMORGAN CHASE & CO | $1.9M | 79,561 | 0.00% | 15q | +5.0%+$92.7K |
| D. E. Shaw & Co., Inc. | $1.9M | 75,899 | 0.00% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.7M | 8,781 | 0.00% | 15q | -55.8%-$2.2M |
| ROYAL BANK OF CANADA | $1.7M | 69,060 | 0.00% | 15q | +87.3%+$786.5K |
| MML INVESTORS SERVICES, LLC | $1.7M | 67,812 | 0.00% | 15q | +22.9%+$308.3K |
| Private Advisor Group, LLC | $1.5M | 62,809 | 0.01% | 5q | +24.4%+$301.1K |
| SEI INVESTMENTS CO | $1.5M | 61,121 | 0.00% | 7q | +36.7%+$401.3K |
| Prospera Financial Services Inc | $1.4M | 56,945 | 0.02% | 15q | +15.0%+$181.1K |
| Ameritas Advisory Services, LLC | $1.3M | 55,180 | 0.03% | 12q | +92.6%+$648.3K |
| INTEGRITY ALLIANCE, LLC. | $1.3M | 51,944 | 0.04% | 7q | +23.4%+$241.0K |
| Strategic Financial Concepts, LLC | $1.3M | 51,707 | 0.37% | 2q | -2.4%-$31.0K |
| &PARTNERS | $1.2M | 50,602 | 0.01% | 2q | +15.1%+$162.5K |
| SBI Securities Co., Ltd. | $1.0M | 41,960 | 0.02% | 7q | +1.8%+$17.8K |
| Goldstone Financial Group, LLC | $972.5K | 39,790 | 0.09% | 13q | -2.0%-$19.5K |
| STIFEL FINANCIAL CORP | $970.0K | 39,686 | 0.00% | 14q | +74.1%+$412.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | $914.1K | 37,403 | 0.00% | 15q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $897.6K | 36,489 | 0.00% | 7q | -1.5%-$14.1K |
| Resurgent Financial Advisors LLC | $863.6K | 35,336 | 0.24% | 4q | +7.5%+$60.0K |
| Fiduciary Alliance LLC | $847.3K | 34,670 | 0.06% | 4q | +5.5%+$43.9K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $825.0K | 33,754 | 0.00% | 10q | -5.4%-$47.0K |
| Kestra Advisory Services, LLC | $787.6K | 32,226 | 0.00% | 7q | -2.4%-$19.6K |
| Kovack Advisors, Inc. | $765.1K | 31,473 | 0.04% | 6q | +7.8%+$55.3K |
| Triumph Capital Management | $685.1K | 28,033 | 0.12% | 14q | +3.9%+$25.4K |
| Fortis Group Advisors, LLC | $629.6K | 25,761 | 0.10% | 5q | +19.6%+$103.0K |
| Wealthspire Advisors, LLC | $581.8K | 23,804 | 0.00% | 15q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $559.4K | 22,888 | 0.00% | 3q | +31.5%+$133.9K |
| HighTower Advisors, LLC | $557.2K | 22,798 | 0.00% | 11q | -42.8%-$417.3K |
| Founders Financial Alliance, LLC | $552.5K | 22,607 | 0.07% | 15q | HELD |
| INDEPENDENT FINANCIAL GROUP, LLC | $495.8K | 20,287 | 0.01% | 5q | +48.2%+$161.4K |
| NATIONAL BANK OF CANADA /FI/ | $459.8K | 19,500 | 0.00% | 8q | HELD |
| Mutual Advisors, LLC | $455.9K | 18,652 | 0.01% | 4q | +5.7%+$24.5K |
| OPTIMA CAPITAL LLC | $400.3K | 16,377 | 0.16% | 3q | +0.8%+$3.3K |
| Global Retirement Partners, LLC | $356.1K | 14,571 | 0.01% | 13q | +8.1%+$26.5K |
| VestGen Advisors, LLC | $354.6K | 14,511 | 0.01% | 5q | +8.8%+$28.7K |
| APS Management Group, Inc. | $341.3K | 13,964 | 0.26% | 4q | -3.8%-$13.7K |
| RESOLUTE CAPITAL, LLC | $330.6K | 13,526 | 0.11% | 3q | -4.5%-$15.6K |
| AQR CAPITAL MANAGEMENT LLC | $320.0K | 13,092 | 0.00% | 2q | -41.8%-$230.0K |
| Western Wealth Management, LLC | $316.5K | 12,949 | 0.01% | 13q | HELD |
| Equitable Holdings, Inc. | $314.2K | 12,854 | 0.00% | 2q | HELD |
| Focus Partners Wealth | $297.1K | 12,154 | 0.00% | new | NEW |
| StoneX Group Inc. | $296.1K | 12,115 | 0.01% | 4q | +10.6%+$28.4K |
| Stratos Wealth Partners, LTD. | $272.0K | 11,127 | 0.00% | 4q | +12.5%+$30.2K |
| CITADEL ADVISORS LLC | $244.4K | options only | 0.00% | 3q | OPTIONS |
| Advisory Services Network, LLC | $241.5K | 9,879 | 0.00% | 4q | HELD |
| Eagle Strategies LLC | $236.0K | 9,656 | 0.02% | 2q | +4.0%+$9.2K |
| FMR LLC | $214.7K | 8,783 | 0.00% | 11q | +79.5%+$95.1K |
| KLCM Advisors, Inc. | $208.5K | 8,530 | 0.02% | 3q | HELD |
| HARBOUR INVESTMENTS, INC. | $193.9K | 7,935 | 0.00% | 14q | +47.8%+$62.7K |
| Crews Bank & Trust | $149.5K | 6,115 | 0.02% | 7q | HELD |
| FIFTH THIRD BANCORP | $138.2K | 5,656 | 0.00% | 2q | +26.4%+$28.8K |
| IFG Advisory, LLC | $115.0K | 4,706 | 0.00% | new | NEW |
| US BANCORP \DE\ | $95.7K | 3,916 | 0.00% | 3q | +2.2%+$2.0K |
| Ashton Thomas Private Wealth, LLC | $70.3K | 2,875 | 0.00% | 2q | HELD |
| Geneos Wealth Management Inc. | $67.4K | 2,757 | 0.00% | 7q | +2.7%+$1.8K |
| Steward Partners Investment Advisory, LLC | $64.5K | 2,640 | 0.00% | 3q | -7.1%-$5.0K |
| Integrated Wealth Concepts LLC | $62.5K | 2,556 | 0.00% | new | NEW |
| Cape Investment Advisory, Inc. | $62.4K | 2,555 | 0.02% | new | NEW |
| PRIVATE TRUST CO NA | $61.1K | 2,500 | 0.00% | 15q | +114.4%+$32.6K |
| SSA SWISS ADVISORS AG | $59.7K | 2,441 | 0.02% | 2q | HELD |
| SouthState Bank Corp | $57.0K | 2,333 | 0.00% | 2q | HELD |
| Farther Finance Advisors, LLC | $55.4K | 2,267 | 0.00% | 9q | -77.2%-$187.8K |
| Westside Investment Management, Inc. | $48.9K | 2,000 | 0.01% | 10q | +100.0%+$24.4K |
| Institute for Wealth Management, LLC. | $36.7K | 1,500 | 0.00% | new | NEW |
| Aptus Capital Advisors, LLC | $34.7K | 1,418 | 0.00% | 5q | +67.6%+$14.0K |
| SHP Wealth Management | $30.2K | 1,237 | 0.00% | 3q | -20.8%-$7.9K |
| KERR FINANCIAL PLANNING Corp | $27.0K | 1,104 | 0.03% | 4q | -49.3%-$26.2K |
| Advocate Investing Services LLC | $26.9K | 1,100 | 0.02% | 3q | HELD |
| Allspring Global Investments Holdings, LLC | $21.3K | 871 | 0.00% | new | NEW |
| CITIGROUP INC | $17.1K | 700 | 0.00% | 9q | +75.0%+$7.3K |
| Federation des caisses Desjardins du Quebec | $16.8K | 685 | 0.00% | 15q | HELD |
| Financial Gravity Companies, Inc. | $16.3K | 666 | 0.00% | 4q | HELD |
| Private Wealth Asset Management, LLC | $16.3K | 666 | 0.00% | new | NEW |
| AMERIFLEX GROUP, INC. | $16.1K | 660 | 0.01% | 4q | -44.5%-$13.0K |
| Rockefeller Capital Management L.P. | $15.1K | 618 | 0.00% | 15q | -49.5%-$14.8K |
| IFP Advisors, Inc | $13.2K | 541 | 0.00% | 15q | +2.5% |
| PETERSON WEALTH MANAGEMENT | $10.9K | 448 | 0.01% | new | NEW |
| PNC Financial Services Group, Inc. | $10.8K | 443 | 0.00% | 5q | HELD |
| Parallel Advisors, LLC | $10.6K | 434 | 0.00% | 6q | -13.5%-$1.7K |
| Larson Financial Group LLC | $9.8K | 402 | 0.00% | 2q | +2.3% |
| Allworth Financial LP | $9.3K | 380 | 0.00% | new | NEW |
Showing the largest 100 of 120 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 | 114 | $172.8M | 6,994,651 | 15 | 49 | 26 | 1.0% |
| Q1 2026 | 115 | $177.1M | 6,942,732 | 22 | 48 | 25 | 1.1% |
| Q4 2025 | 108 | $184.9M | 7,633,816 | 15 | 46 | 21 | 0.7% |
| Q3 2025 | 100 | $160.4M | 6,648,847 | 14 | 42 | 19 | 0.7% |
| Q2 2025 | 93 | $140.2M | 6,176,616 | 23 | 40 | 13 | 0.6% |
| Q1 2025 | 77 | $92.3M | 4,323,831 | 10 | 36 | 13 | 1.8% |
| Q4 2024 | 78 | $87.0M | 4,183,572 | 14 | 22 | 17 | 0.8% |
| Q3 2024 | 72 | $89.3M | 3,718,660 | 7 | 28 | 15 | 2.1% |
| Q2 2024 | 75 | $84.0M | 3,766,356 | 10 | 28 | 18 | 1.3% |
| Q1 2024 | 78 | $110.0M | 4,990,553 | 10 | 26 | 23 | 1.7% |
| Q4 2023 | 76 | $116.0M | 5,080,589 | 11 | 21 | 20 | 1.3% |
| Q3 2023 | 72 | $83.3M | 3,762,067 | 9 | 26 | 16 | 1.0% |
| Q2 2023 | 74 | $110.7M | 4,855,712 | 14 | 27 | 16 | 0.9% |
| Q1 2023 | 70 | $84.9M | 3,638,891 | 15 | 22 | 18 | 1.3% |
| Q4 2022 | 59 | $77.3M | 3,198,363 | 56 | 0 | 1 | 1.7% |
| Q3 2022 | 1 | $36.2K | 4,806 | 0 | 0 | 0 | 0.0% |
| Q2 2022 | 1 | $44.6K | 4,806 | 0 | 0 | 0 | 0.0% |
| Q1 2022 | 1 | $55.1K | 4,806 | 0 | 0 | 0 | 0.0% |
| Q4 2021 | 1 | $59.0K | 4,806 | 0 | 0 | 0 | 0.0% |
| Q3 2021 | 1 | $63.6K | 4,806 | 0 | 0 | 1 | 0.0% |
| Q2 2021 | 1 | $104.7K | 7,413 | 0 | 0 | 0 | 0.0% |
| Q1 2021 | 1 | $103.0K | 7,413 | 0 | 0 | 0 | 0.0% |
| Q4 2020 | 1 | $95.2K | 7,413 | 0 | 0 | 0 | 0.0% |
| Q3 2020 | 1 | $79.8K | 7,413 | 0 | 0 | 1 | 0.0% |
| Q2 2020 | 2 | $232.2K | 21,068 | 0 | 0 | 1 | 0.0% |
| Q1 2020 | 2 | $225.7K | 24,221 | 0 | 1 | 0 | 0.0% |
| Q4 2019 | 2 | $424.3K | 23,985 | 0 | 1 | 0 | 0.0% |
| Q3 2019 | 2 | $404.4K | 23,832 | 0 | 0 | 0 | 0.0% |
| Q2 2019 | 2 | $410.1K | 23,832 | 1 | 1 | 0 | 0.0% |
| Q1 2019 | 1 | $290.5K | 15,971 | 0 | 0 | 0 | 0.0% |
| Q4 2018 | 1 | $273.1K | 15,971 | 0 | 1 | 0 | 0.0% |