HolderBook

GLOBAL X FDS (SRET)

Institutional ownership reported to the SEC as of Q2 2026, across 15 quarters.

40
Reporting holders
$48.3M
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
BANK OF AMERICA CORP /DE/$14.9M659,4620.00%15q+72.4%+$6.3M
LPL Financial LLC$12.4M544,8330.00%15q+7.8%+$890.2K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$9.4M416,8280.01%9q+2.3%+$213.2K
MORGAN STANLEY$2.5M110,0180.00%15q+10.3%+$233.9K
CITADEL ADVISORS LLC$1.4M61,7070.00%3q-69.8%-$3.2M
Stratos Wealth Partners, LTD.$1.1M49,4510.01%15q-0.5%-$5.7K
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.1M48,0280.00%7q-1.6%-$18.1K
SBI Securities Co., Ltd.$1.1M47,9460.02%7q+0.9%+$9.2K
OSAIC HOLDINGS, INC.$675.9K29,8180.00%15q+1.1%+$7.5K
Advyzon Investment Management, LLC$534.7K23,5850.04%6q-3.6%-$19.7K
Investors Research Corp$467.7K20,6310.08%15q-3.1%-$15.2K
RAYMOND JAMES FINANCIAL INC$404.4K17,8390.00%newNEW
Global Retirement Partners, LLC$400.8K17,6780.01%13q+8009.2%+$395.8K
MML INVESTORS SERVICES, LLC$372.8K16,4450.00%8q+33.0%+$92.4K
SEI INVESTMENTS CO$311.6K13,7460.00%2q+33.8%+$78.7K
SUSQUEHANNA INTERNATIONAL GROUP, LLP$307.3K13,5540.00%15q-72.0%-$791.5K
HighTower Advisors, LLC$224.2K9,8890.00%6qHELD
SYKON CAPITAL LLC$208.7K9,2060.06%newNEW
HUNTINGTON NATIONAL BANK$107.7K4,7500.00%5qHELD
Crews Bank & Trust$72.1K3,1800.01%7qHELD
ROYAL BANK OF CANADA$57.0K2,5320.00%15q+13.3%+$6.7K
Founders Financial Alliance, LLC$48.5K2,1380.01%15q-3.1%-$1.5K
GILL CAPITAL PARTNERS, LLC$40.0K1,7660.01%2qHELD
Synergy Investment Management, LLC$13.6K6000.00%2qHELD
Regatta Research & Money Management$12.7K5610.01%newFIRST
Triumph Capital Management$11.3K5000.00%3qHELD
MERCER GLOBAL ADVISORS INC /ADV$10.4K4600.00%newNEW
AE Wealth Management LLC$7.9K3500.00%7qHELD
Qube Research & Technologies Ltd$7.6K3360.00%14q-23.8%-$2.4K
SHP Wealth Management$5.2K2280.00%newNEW
Farther Finance Advisors, LLC$5.1K2270.00%13q+35.1%+$1.3K
IFP Advisors, Inc$2.4K1060.00%15qHELD
FMR LLC$2.3K1020.00%9q+25.9%
LifeSteps Financial, Inc.$1.5K660.00%newNEW
Cambridge Investment Research Advisors, Inc.$69830,7600.00%2q+147.8%
Noble Wealth Management PBC$567250.00%6qHELD
Janney Montgomery Scott LLC$43919,3740.00%newNEW
FLOW TRADERS U.S. LLC$23410,3290.01%newNEW
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$15970.00%newNEW
Silver Grove Financial Group, Inc.$5930.00%newNEW
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$4520.00%3qHELD
UBS Group AG$2310.00%2qHELD
WELLS FARGO & COMPANY/MN$400.00%14qHELD

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 202640$48.3M2,128,60471280.0%
Q1 202638$44.0M2,023,55471382.4%
Q4 202535$41.8M1,802,26271196.1%
Q3 202534$30.6M1,415,81261080.0%
Q2 202530$26.5M1,235,58541171.3%
Q1 202531$28.5M1,330,19868100.9%
Q4 202428$24.4M1,221,12536100.0%
Q3 202429$29.2M1,298,2964970.0%
Q2 202428$22.4M1,123,94042140.0%
Q1 202433$37.0M1,793,41559110.3%
Q4 202332$51.7M2,331,51551380.2%
Q3 202331$36.3M1,792,05847130.2%
Q2 202332$43.6M2,024,73149140.2%
Q1 202332$45.2M2,067,492111070.5%
Q4 202222$36.0M1,660,62122000.0%