GLOBAL X FDS
CUSIP 37954Y731
Global X Fds has 42 institutional holders in Filings Flow’s 13F database, together reporting 1.63M shares worth $70M as of Q1 2026. The largest reported holders are Morgan Stanley, Elevation Capital Advisory, LLC, and Lpl Financial LLC.
Institutional Holders
42
Q1 2026
Reported Value
$70M
Ticker
unmapped
private placement or foreign
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Elevation Capital Advisory, LLC$235M AUM | 3.31% | $8M | 192.3K | Q3 2025OLDER |
| Smart Portfolios, LLC$100M AUM | 0.66% | $659,351 | 15.9K | Q1 2026OLDER |
| APS Management Group, Inc.$130M AUM | 0.45% | $587,732 | 12.5K | Q2 2026 |
| Napier Financial, LLC$436M AUM | 0.27% | $1M | 28.4K | Q1 2026OLDER |
| Freedom Investment Management, Inc.$337M AUM | 0.20% | $751,854 | 17.4K | Q3 2025OLDER |
| Farrow Financial, Inc.$176M AUM | 0.20% | $348,164 | 8.4K | Q1 2026OLDER |
| MJT & Associates Financial Advisory Group, Inc.$151M AUM | 0.09% | $130,937 | 2.8K | Q2 2026 |
| SEEDS INVESTOR LLC$735M AUM | 0.08% | $559,641 | 12.7K | Q1 2026OLDER |
| Perennial Investment Advisors, LLC$1.3B AUM | 0.05% | $643,269 | 15.5K | Q1 2026OLDER |
| Syntegra Private Wealth Group, LLC$1.1B AUM | 0.04% | $456,020 | 11.0K | Q1 2026OLDER |
| Eagle Strategies LLC$837M AUM | 0.03% | $255,038 | 6.1K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.02% | $2M | 55.0K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.02% | $1M | 33.8K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.02% | $430,046 | 10.4K | Q2 2026 |
| HBW ADVISORY SERVICES LLC$949M AUM | 0.01% | $136,211 | 3.1K | Q4 2025OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.01% | $374,333 | 9.0K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.01% | $42,494 | 1.0K | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.01% | $288,752 | 7.0K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.01% | $70,005 | 1.7K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $46M | 1.06M | Q1 2026OLDER |
| Wealthfront Advisers LLC$45.6B AUM | 0.00% | $1M | 28.1K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $306,638 | 7.4K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $1M | 30.7K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $39,644 | 913 | Q4 2025OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $759,866 | 17.5K | Q4 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $4M | 84.8K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $828,090 | 19.9K | Q1 2026OLDER |
| Daiwa Securities Group Inc.$34.8B AUM | 0.00% | $251 | 5.8K | Q4 2025OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $15,064 | 346 | Q4 2025OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $756,364 | 18.2K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $65,602 | 1.6K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $3M | 67.8K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $241,393 | 5.8K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $3,324 | 80 | Q1 2026OLDER |
| LRI Investments, LLC$1.1B AUM | 0.00% | $1,911 | 46 | Q1 2026OLDER |
| CURIO WEALTH, LLC$293M AUM | 0.00% | $415 | 10 | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $206,655 | 5.0K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $1M | 24.6K | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $4,155 | 100 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $821,592 | 19.8K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $5,479 | 127 | Q3 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $461,874 | 10.7K | Q3 2025OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $12,258 | 295 | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $854,871 | 20.6K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $3,947 | 95 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $45,286 | 1.1K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $310,304 | 7.2K | Q3 2025OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $15,996 | 385 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $65,411 | 1.6K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $4,155 | 100 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $8,310 | 200 | Q2 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $86 | 2 | Q3 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $2,779 | 64 | Q4 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $136 | 3 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.