GLOBAL X FDS (SOCL)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
41
Reporting holders
$29.8M
Reported value
0.0%
Held as options
-7
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 |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $12.8M | 291,976 | 0.00% | 31q | +23.6%+$2.4M |
| PNC Financial Services Group, Inc. | $5.4M | 122,589 | 0.00% | 31q | -6.9%-$398.4K |
| MORGAN STANLEY | $2.1M | 48,273 | 0.00% | 35q | -12.9%-$311.9K |
| Daiwa Securities Group Inc. | $2.0M | 45,000 | 0.00% | 22q | HELD |
| LPL Financial LLC | $1.5M | 34,675 | 0.00% | 31q | +1.2%+$18.5K |
| AAFMAA Wealth Management & Trust LLC | $1.1M | 25,421 | 0.39% | 3q | +5.1%+$53.8K |
| Joseph P. Lucia & Associates, LLC | $783.9K | 17,861 | 0.24% | 30q | -6.1%-$51.1K |
| UBS Group AG | $782.6K | 17,865 | 0.00% | 31q | +0.9%+$6.8K |
| SOA Wealth Advisors, LLC. | $477.1K | 10,891 | 0.08% | 23q | -4.4%-$21.7K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $455.5K | 10,398 | 0.00% | 5q | -43.7%-$354.0K |
| Integrated Wealth Concepts LLC | $453.4K | 10,348 | 0.00% | 30q | +87.4%+$211.5K |
| JANE STREET GROUP, LLC | $351.9K | 8,033 | 0.00% | 5q | -60.9%-$547.7K |
| OSAIC HOLDINGS, INC. | $291.6K | 6,649 | 0.00% | 26q | -1.1%-$3.2K |
| Tradewinds, LLC. | $266.3K | 5,114 | 0.06% | new | NEW |
| WELLS FARGO & COMPANY/MN | $221.5K | 5,057 | 0.00% | 31q | -47.5%-$200.1K |
| AMERIPRISE FINANCIAL INC | $211.8K | 4,836 | 0.00% | 5q | -61.9%-$343.5K |
| FMR LLC | $118.4K | 2,703 | 0.00% | 28q | +81.2%+$53.0K |
| Manchester Capital Management LLC | $118.3K | 2,700 | 0.02% | 13q | HELD |
| Parallel Advisors, LLC | $60.2K | 1,375 | 0.00% | 3q | -76.7%-$198.2K |
| Rockefeller Capital Management L.P. | $45.4K | 1,036 | 0.00% | 4q | HELD |
| US BANCORP \DE\ | $43.8K | 1,000 | 0.00% | 18q | HELD |
| SALEM INVESTMENT COUNSELORS INC | $42.6K | 971 | 0.00% | 2q | -34.0%-$21.9K |
| HARBOUR INVESTMENTS, INC. | $32.4K | 739 | 0.00% | 21q | HELD |
| Bell Investment Advisors, Inc | $25.2K | 575 | 0.00% | 11q | HELD |
| BLAIR WILLIAM & CO/IL | $18.4K | 421 | 0.00% | 31q | HELD |
| FIFTH THIRD BANCORP | $18.3K | 417 | 0.00% | 6q | HELD |
| Allworth Financial LP | $15.3K | 350 | 0.00% | 20q | HELD |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $13.7K | 313 | 0.00% | 24q | HELD |
| Founders Capital Management | $8.8K | 200 | 0.00% | 29q | HELD |
| Prestige Wealth Management Group LLC | $7.1K | 161 | 0.00% | 22q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $5.3K | 120 | 0.00% | 23q | +9.1% |
| TD Waterhouse Canada Inc. | $4.5K | 100 | 0.00% | 2q | HELD |
| Steigerwald, Gordon & Koch Inc. | $4.3K | 98 | 0.00% | 4q | HELD |
| JPMORGAN CHASE & CO | $4.0K | 91 | 0.00% | 11q | +122.0%+$2.2K |
| MERCER GLOBAL ADVISORS INC /ADV | $3.4K | 78 | 0.00% | new | NEW |
| Qube Research & Technologies Ltd | $2.7K | 62 | 0.00% | 16q | +21.6% |
| SBI Securities Co., Ltd. | $2.6K | 60 | 0.00% | 7q | +7.1% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $2.6K | 59 | 0.00% | 11q | -90.2%-$23.7K |
| Larson Financial Group LLC | $789 | 18 | 0.00% | 14q | HELD |
| Cambridge Investment Research Advisors, Inc. | $578 | 13,178 | 0.00% | 12q | +8.5% |
| FLOW TRADERS U.S. LLC | $373 | 8,506 | 0.02% | 5q | -14.0% |
| CoreCap Advisors, LLC | $44 | 1 | 0.00% | 10q | HELD |
| Farther Finance Advisors, LLC | $44 | 1 | 0.00% | new | NEW |
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 | 41 | $29.8M | 678,635 | 3 | 10 | 12 | 0.0% |
| Q1 2026 | 48 | $30.5M | 705,375 | 5 | 15 | 12 | 0.0% |
| Q4 2025 | 48 | $44.8M | 811,142 | 4 | 8 | 16 | 0.0% |
| Q3 2025 | 51 | $53.8M | 886,107 | 9 | 10 | 11 | 0.0% |
| Q2 2025 | 42 | $40.0M | 747,826 | 7 | 5 | 13 | 0.0% |
| Q1 2025 | 37 | $33.0M | 752,871 | 6 | 8 | 7 | 0.0% |
| Q4 2024 | 36 | $31.3M | 738,494 | 0 | 5 | 12 | 0.0% |
| Q3 2024 | 38 | $36.0M | 826,928 | 0 | 5 | 13 | 0.6% |
| Q2 2024 | 44 | $39.4M | 933,023 | 5 | 6 | 17 | 0.0% |
| Q1 2024 | 45 | $52.7M | 1,319,612 | 6 | 14 | 9 | 0.2% |
| Q4 2023 | 46 | $48.5M | 1,202,228 | 8 | 7 | 11 | 0.0% |
| Q3 2023 | 43 | $41.4M | 1,145,338 | 4 | 8 | 13 | 0.7% |
| Q2 2023 | 46 | $48.7M | 1,329,313 | 5 | 6 | 15 | 0.2% |
| Q1 2023 | 46 | $49.4M | 1,334,607 | 9 | 7 | 15 | 0.0% |
| Q4 2022 | 41 | $44.1M | 1,411,825 | 12 | 3 | 19 | 0.8% |
| Q3 2022 | 51 | $59.2M | 2,132,993 | 5 | 10 | 23 | 0.0% |
| Q2 2022 | 52 | $101.4M | 3,058,327 | 1 | 14 | 22 | 0.0% |
| Q1 2022 | 65 | $147.9M | 3,473,908 | 5 | 16 | 25 | 0.4% |
| Q4 2021 | 77 | $194.0M | 3,581,560 | 9 | 16 | 27 | 0.6% |
| Q3 2021 | 79 | $231.3M | 3,781,334 | 5 | 26 | 21 | 0.3% |
| Q2 2021 | 86 | $272.5M | 3,721,074 | 13 | 27 | 17 | 1.1% |
| Q1 2021 | 83 | $226.2M | 3,347,323 | 16 | 28 | 16 | 1.3% |
| Q4 2020 | 74 | $121.6M | 1,912,799 | 18 | 23 | 8 | 2.2% |
| Q3 2020 | 55 | $80.8M | 1,617,288 | 16 | 17 | 10 | 2.2% |
| Q2 2020 | 45 | $55.6M | 1,295,419 | 11 | 10 | 8 | 0.0% |
| Q1 2020 | 41 | $32.0M | 1,065,365 | 4 | 10 | 10 | 1.9% |
| Q4 2019 | 40 | $38.3M | 1,106,937 | 3 | 12 | 12 | 0.0% |
| Q3 2019 | 43 | $37.8M | 1,197,428 | 7 | 9 | 12 | 0.0% |
| Q2 2019 | 44 | $38.4M | 1,182,153 | 8 | 7 | 13 | 0.9% |
| Q1 2019 | 41 | $80.7M | 2,609,262 | 7 | 6 | 12 | 0.5% |
| Q4 2018 | 41 | $31.4M | 1,133,799 | 1 | 0 | 2 | 2.2% |