SEC 13F Intelligence

GLOBAL X FDS

CUSIP 37954Y574

Global X Fds has 85 institutional holders in Filings Flow’s 13F database, together reporting 12.21M shares worth $581M as of Q1 2026. The largest reported holders are Wealth Enhancement Advisory Services, LLC, Waddell & Associates, LLC, and Lpl Financial LLC.

Institutional Holders
85
Q1 2026
Reported Value
$581M
Ticker
unmapped
private placement or foreign
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 7Q4 ’18Q1 ’19: 8Q2 ’19: 5Q2 ’19Q3 ’19: 6Q2 ’21: 5Q2 ’21Q4 ’21: 6Q4 ’22: 10Q4 ’22Q4 ’25: 86Q1 ’26: 85Q1 ’26Q2 ’26: 6filingsflow.com
Total reported value
Q4 ’18: $154MQ4 ’18Q1 ’19: $185MQ2 ’19: $207MQ2 ’19Q3 ’19: $227MQ2 ’21: $187MQ2 ’21Q4 ’21: $177MQ4 ’22: $986,688Q4 ’22Q4 ’25: $620MQ1 ’26: $581MQ1 ’26Q2 ’26: $6Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
SIERRA OCEAN, LLC$122M AUM7.11%$9M179.2KQ1 2026OLDER
Tidemark, LLC$393M AUM4.99%$20M406.0KQ1 2026OLDER
WADDELL & ASSOCIATES, LLC$1.8B AUM4.60%$81M1.68MQ1 2026OLDER
ARQ WEALTH ADVISORS, LLC$555M AUM2.28%$13M261.2KQ1 2026OLDER
Bravera Wealth$222M AUM2.18%$5M100.3KQ1 2026OLDER
CHANNEL WEALTH LLC$413M AUM1.98%$8M168.7KQ1 2026OLDER
Bogart Wealth, LLC$2.6B AUM1.80%$47M967.6KQ1 2026OLDER
Synergy Investment Management, LLC$306M AUM1.54%$5M97.1KQ1 2026OLDER
NORTHEAST PLANNING ASSOCIATES, INC. / NH /$149M AUM1.40%$2M43.1KQ1 2026OLDER
Investment Partners Asset Management, Inc.$162M AUM1.32%$2M44.2KQ1 2026OLDER
Lifetime Wealth Management P.C.$176M AUM1.13%$2M41.0KQ1 2026OLDER
Able Wealth Management LLC$374M AUM1.03%$4M79.4KQ1 2026OLDER
Tactive Advisors, LLC$406M AUM0.65%$3M54.0KQ2 2026
Nova Wealth Management, Inc.$154M AUM0.62%$945,50619.6KQ1 2026OLDER
MUIRFIELD WEALTH ADVISORS LLC$136M AUM0.58%$784,57516.2KQ1 2026OLDER
Sonoma Allocations LLC$322M AUM0.47%$2M30.4KQ2 2026
TITLEIST ASSET MANAGEMENT, LLC$1.3B AUM0.44%$6M120.1KQ1 2026OLDER
Meridian Wealth Management, LLC$2.8B AUM0.43%$12M250.5KQ1 2026OLDER
Advisor Resource Council$309M AUM0.41%$1M26.5KQ1 2026OLDER
Oxford Wealth Group, LLC$183M AUM0.35%$632,01313.1KQ1 2026OLDER
OneAscent Financial Services LLC$1.8B AUM0.25%$2M44.6KQ3 2025OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.24%$117M2.40MQ1 2026OLDER
NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM0.18%$4M73.1KQ1 2026OLDER
WILLNER & HELLER, LLC$160M AUM0.18%$283,9065.8KQ2 2026
Seros Financial, LLC$157M AUM0.16%$253,5845.2KQ1 2026OLDER
Sollinda Capital Management LLC$412M AUM0.15%$630,29113.0KQ1 2026OLDER
Koshinski Asset Management, Inc.$1.6B AUM0.10%$2M33.5KQ1 2026OLDER
CreativeOne Wealth, LLC$4.3B AUM0.10%$4M85.7KQ1 2026OLDER
Private Advisor Group, LLC$21.3B AUM0.09%$20M417.7KQ1 2026OLDER
Brand Asset Management Group, Inc.$385M AUM0.09%$317,6736.9KQ4 2025OLDER
Cypress Capital Group$889M AUM0.08%$745,89515.4KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.07%$51M1.05MQ1 2026OLDER
Western Wealth Management, LLC$2.6B AUM0.06%$1M30.8KQ2 2026
MONECO ADVISORS, LLC$1.3B AUM0.05%$655,82113.6KQ1 2026OLDER
Ascentis Independent Advisors$1.3B AUM0.05%$282,3166.1KQ3 2025OLDER
WCG Wealth Advisors LLC$3.6B AUM0.04%$1M30.9KQ1 2026OLDER
Kingsview Wealth Management, LLC$7.3B AUM0.04%$3M54.2KQ1 2026OLDER
Signal Advisors Wealth, LLC$1.5B AUM0.03%$431,3558.9KQ1 2026OLDER
Equitable Holdings, Inc.$15.5B AUM0.03%$4M91.4KQ1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.02%$1M28.7KQ1 2026OLDER
&PARTNERS$20.2B AUM0.02%$4M76.9KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.02%$68M1.41MQ1 2026OLDER
Arete Wealth Advisors, LLC$1.3B AUM0.02%$2605.6KQ4 2025OLDER
GeoWealth Management, LLC$2.8B AUM0.02%$431,1828.9KQ1 2026OLDER
Advisors Preferred, LLC$679M AUM0.01%$101,1482.1KQ1 2026OLDER
Ausdal Financial Partners, Inc.$2.3B AUM0.01%$312,6386.5KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.01%$12M258.0KQ1 2026OLDER
HighPoint Advisor Group LLC$2.4B AUM0.01%$296,4656.1KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.01%$932,96219.3KQ1 2026OLDER
Concurrent Investment Advisors, LLC$9.2B AUM0.01%$1M22.6KQ1 2026OLDER
Visionary Wealth Advisors$2.3B AUM0.01%$219,5124.7KQ4 2025OLDER
SteelPeak Wealth, LLC$3.3B AUM0.01%$299,1946.4KQ4 2025OLDER
Savvy Advisors, Inc.$3.7B AUM0.01%$344,2817.1KQ1 2026OLDER
LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM0.01%$215,6894.6KQ4 2025OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.01%$3M65.4KQ1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.01%$14M294.4KQ1 2026OLDER
Prospera Financial Services Inc$6.2B AUM0.01%$400,8158.3KQ1 2026OLDER
Scarborough Advisors, LLC$914M AUM0.01%$54,4901.1KQ1 2026OLDER
Grey Fox Wealth Advisors, LLC$518M AUM0.01%$28,092604Q3 2025OLDER
Legacy Wealth Managment, LLC/ID$201M AUM0.01%$11,073229Q1 2026OLDER
Wealthcare Advisory Partners LLC$5.3B AUM0.00%$258,2255.3KQ2 2026
Laurel Wealth Advisors LLC$1.0B AUM0.00%$35,752771Q4 2025OLDER
Perigon Wealth Management, LLC$5.5B AUM0.00%$220,8144.6KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$13M263.3KQ1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$145,6693.1KQ4 2025OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.00%$89,1091.8KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$14M297.9KQ1 2026OLDER
Caldwell Trust Co$1.1B AUM0.00%$24,175500Q1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$1M30.1KQ1 2026OLDER
COMERICA BANK$25.1B AUM0.00%$444,2719.6KQ4 2025OLDER
PRIVATE TRUST CO NA$1.1B AUM0.00%$19,243398Q1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$2M41.9KQ1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$33,797699Q1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$6M117.5KQ1 2026OLDER
NBC SECURITIES, INC.$1.3B AUM0.00%$12,571260Q1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$463,2419.6KQ1 2026OLDER
BROWN ADVISORY INC$60.9B AUM0.00%$325,6866.7KQ1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$13,870287Q1 2026OLDER
Capital Investment Advisory Services, LLC$1.4B AUM0.00%$4,942102Q1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$69,5391.5KQ4 2025OLDER
Creative Planning$147.4B AUM0.00%$412,8618.5KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$48,012993Q1 2026OLDER
Investors Research Corp$523M AUM0.00%$1,18225Q4 2025OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$29,909645Q4 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$539,10311.2KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$366,5417.6KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$405,9478.4KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$23,643489Q1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$3397Q1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$3828Q1 2026OLDER
UBS Group AG$666.3B AUM0.00%$48,5031.0KQ4 2025OLDER
CWM, LLC$38.1B AUM0.00%$2,41850Q1 2026OLDER
FMR LLC$1.90T AUM0.00%$54,0251.1KQ1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$1,80839Q4 2025OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$16,092346Q3 2025OLDER
MORGAN STANLEY$1.67T AUM0.00%$14,792319Q1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$230Q2 2026

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.