SEC 13F Intelligence

GLOBAL X FDS

CUSIP 37960A438

Global X Fds has 143 institutional holders in Filings Flow’s 13F database, together reporting 15.95M shares worth $1.3B as of Q1 2026. The largest reported holders are Lpl Financial LLC, Sei Investments Co, and Global X Japan Co., Ltd..

Institutional Holders
143
Q1 2026
Reported Value
$1.3B
Ticker
unmapped
private placement or foreign
Quarters Tracked
3

Ownership Trend

Institutional holders
Q4 ’25: 144Q4 ’25Q1 ’26: 143Q1 ’26Q2 ’26: 10Q2 ’26filingsflow.com
Total reported value
Q4 ’25: $1.0BQ4 ’25Q1 ’26: $1.3BQ1 ’26Q2 ’26: $29MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
RHL GROUP, LLC$117M AUM24.95%$29M291.1KQ1 2026OLDER
Guild Investment Management, Inc.$140M AUM9.44%$13M131.7KQ1 2026OLDER
APS Management Group, Inc.$130M AUM8.72%$11M113.1KQ2 2026
Global X Japan Co., Ltd.$1.9B AUM6.30%$123M1.22MQ1 2026OLDER
Tannin Capital LLC$138M AUM5.86%$8M80.4KQ1 2026OLDER
3EDGE Asset Management, LP$2.1B AUM5.30%$110M1.09MQ1 2026OLDER
Ark Wealth Advisors LLC$101M AUM3.71%$4M37.3KQ1 2026OLDER
Peterson Wealth Advisors, LLC$752M AUM3.17%$24M237.5KQ1 2026OLDER
Pasadena Private Wealth, LLC$723M AUM3.04%$21M210.2KQ3 2025OLDER
Alaethes Wealth, LLC$351M AUM3.02%$11M105.8KQ1 2026OLDER
Life Planning Partners, Inc$131M AUM2.72%$4M35.5KQ1 2026OLDER
Curtis Advisory Group, LLC$464M AUM2.25%$10M104.0KQ1 2026OLDER
Accurate Wealth Management, LLC$831M AUM2.20%$18M182.4KQ1 2026OLDER
Pacific Sage Partners, LLC$636M AUM2.17%$14M137.3KQ1 2026OLDER
TERRIL BROTHERS, INC.$366M AUM2.03%$7M74.0KQ1 2026OLDER
Chicago Wealth Management, Inc.$251M AUM2.02%$5M46.1KQ3 2025OLDER
Maridea Wealth Management LLC$688M AUM1.89%$13M129.3KQ1 2026OLDER
DENVER WEALTH MANAGEMENT, INC.$291M AUM1.73%$5M50.1KQ1 2026OLDER
Bleakley Financial Group, LLC$6.4B AUM1.68%$107M1.07MQ1 2026OLDER
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV$625M AUM1.62%$10M100.8KQ1 2026OLDER
Capital Investment Advisors, LLC$6.8B AUM1.22%$84M833.3KQ1 2026OLDER
HIGHLINE WEALTH PARTNERS LLC$493M AUM1.17%$6M57.3KQ2 2026
Running Point Capital Advisors, LLC$367M AUM1.00%$4M36.7KQ4 2025OLDER
Plum Street Advisors, LLC$289M AUM0.78%$2M22.4KQ1 2026OLDER
49 WEALTH MANAGEMENT, LLC$1.3B AUM0.77%$10M102.1KQ1 2026OLDER
Perennial Investment Advisors, LLC$1.3B AUM0.72%$9M89.7KQ1 2026OLDER
Precision Wealth Strategies, LLC$301M AUM0.71%$2M21.4KQ1 2026OLDER
Lumbard & Kellner, LLC$289M AUM0.70%$2M20.1KQ1 2026OLDER
McAlvany Wealth Management LLC$148M AUM0.64%$954,1289.5KQ1 2026OLDER
Beverly Hills Private Wealth, LLC$600M AUM0.64%$4M38.2KQ1 2026OLDER
Kraft, Davis & Associates, LLC$479M AUM0.60%$3M28.7KQ2 2026
Convergence Financial, LLC$943M AUM0.55%$5M51.5KQ1 2026OLDER
Castleview Partners, LLC$195M AUM0.54%$1M10.9KQ4 2025OLDER
Aureum Wealth Management, LLC$144M AUM0.47%$680,2406.8KQ1 2026OLDER
NOTTINGHAM ADVISORS, INC.$777M AUM0.45%$4M34.9KQ1 2026OLDER
WCG Wealth Advisors LLC$3.6B AUM0.41%$15M145.7KQ1 2026OLDER
B.O.S.S. Retirement Advisors, LLC$328M AUM0.40%$1M13.1KQ1 2026OLDER
VERUS CAPITAL PARTNERS, LLC$1.5B AUM0.39%$6M58.7KQ2 2026
Castle Rock Wealth Management, LLC$509M AUM0.37%$2M18.8KQ2 2026
K2 Financial Inc.$138M AUM0.35%$485,3074.8KQ1 2026OLDER
5T Wealth, LLC$253M AUM0.35%$890,9968.9KQ1 2026OLDER
Gerber Kawasaki Wealth & Investment Management$3.1B AUM0.35%$11M108.8KQ1 2026OLDER
SYKON CAPITAL LLC$300M AUM0.33%$992,2599.9KQ1 2026OLDER
Inspire Advisors, LLC$1.2B AUM0.31%$4M37.8KQ1 2026OLDER
CreativeOne Wealth, LLC$4.3B AUM0.25%$11M108.4KQ1 2026OLDER
Avise Financial Cooperative, Inc.$121M AUM0.23%$272,0762.7KQ1 2026OLDER
Belpointe Asset Management LLC$2.7B AUM0.20%$6M55.5KQ1 2026OLDER
Resurgent Financial Advisors LLC$277M AUM0.20%$554,8905.5KQ1 2026OLDER
GENTRY PRIVATE WEALTH, LLC$166M AUM0.19%$305,3363.0KQ4 2025OLDER
MGO ONE SEVEN LLC$5.0B AUM0.17%$9M85.4KQ1 2026OLDER
Fiduciary Alliance LLC$1.7B AUM0.17%$3M27.4KQ1 2026OLDER
United Advisor Group, LLC$811M AUM0.14%$1M11.1KQ1 2026OLDER
WEST MICHIGAN ADVISORS, LLC$455M AUM0.14%$622,3256.2KQ1 2026OLDER
Clear Creek Financial Management, LLC$1.3B AUM0.13%$2M17.5KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.12%$133M1.33MQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.11%$12M114.9KQ1 2026OLDER
FORTRESS PRIVATE LEDGER, LLC$320M AUM0.10%$329,3823.3KQ1 2026OLDER
WISCONSIN CAPITAL MANAGEMENT LLC$182M AUM0.10%$201,4212.0KQ4 2025OLDER
FOCUSED ALPHA, LLC$324M AUM0.09%$304,1323.0KQ1 2026OLDER
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC$2.1B AUM0.09%$2M19.0KQ1 2026OLDER
Stewardship Advisors, LLC$435M AUM0.08%$334,1993.3KQ1 2026OLDER
Weaver Consulting Group$420M AUM0.08%$307,4383.1KQ4 2025OLDER
Balefire, LLC$613M AUM0.07%$420,1444.2KQ2 2026
WPG Advisers, LLC$136M AUM0.06%$83,500832Q1 2026OLDER
CANTOR FITZGERALD INVESTMENT ADVISORS L.P.$1.4B AUM0.06%$828,9748.3KQ1 2026OLDER
Byrne Asset Management LLC$185M AUM0.06%$107,2631.1KQ2 2026
Hamilton Capital, LLC$1.9B AUM0.05%$1M10.2KQ1 2026OLDER
Gateway Wealth Partners, LLC$2.6B AUM0.05%$1M13.4KQ1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.05%$7M66.4KQ4 2025OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.05%$928,3309.3KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.05%$182M1.82MQ1 2026OLDER
GoalVest Advisory LLC$539M AUM0.05%$250,2752.5KQ4 2025OLDER
EP Wealth Advisors, LLC$20.3B AUM0.05%$10M96.9KQ1 2026OLDER
FSA Advisors, Inc.$152M AUM0.05%$67,07345.7KQ4 2025OLDER
Soltis Investment Advisors LLC$1.6B AUM0.04%$707,7157.1KQ1 2026OLDER
OLD MISSION CAPITAL LLC$6.3B AUM0.04%$2M19.7KQ3 2025OLDER
FLPUTNAM INVESTMENT MANAGEMENT CO$6.7B AUM0.04%$3M25.6KQ1 2026OLDER
Stratos Wealth Partners, LTD.$8.8B AUM0.04%$3M32.3KQ1 2026OLDER
CALTON & ASSOCIATES, INC.$696M AUM0.03%$231,4682.3KQ3 2025OLDER
SBI Securities Co., Ltd.$3.6B AUM0.03%$1M12.6KQ1 2026OLDER
Kovack Advisors, Inc.$1.9B AUM0.03%$636,2825.3KQ1 2026OLDER
San Luis Wealth Advisors LLC$604M AUM0.03%$200,6002.0KQ4 2025OLDER
MJP ASSOCIATES INC /ADV$824M AUM0.03%$275,4422.7KQ1 2026OLDER
PFG Advisors$2.1B AUM0.03%$630,1946.3KQ1 2026OLDER
Beaumont Financial Advisors, LLC$1.5B AUM0.03%$434,0834.3KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.03%$27M271.2KQ1 2026OLDER
SILVER OAK SECURITIES, INCORPORATED$1.4B AUM0.03%$386,1093.8KQ1 2026OLDER
Compass Financial Services Inc$231M AUM0.03%$63,331633Q4 2025OLDER
Equitable Holdings, Inc.$15.5B AUM0.03%$4M41.9KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.03%$2M19.6KQ1 2026OLDER
D.A. DAVIDSON & CO.$16.5B AUM0.02%$4M40.3KQ1 2026OLDER
Concurrent Investment Advisors, LLC$9.2B AUM0.02%$2M21.5KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.02%$11M109.5KQ1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.02%$1M14.0KQ1 2026OLDER
GTS SECURITIES LLC$2.8B AUM0.02%$611,9726.1KQ4 2025OLDER
Advisor OS, LLC$1.4B AUM0.02%$275,4422.7KQ1 2026OLDER
Bison Wealth, LLC$1.1B AUM0.02%$207,4012.1KQ3 2025OLDER
Ascentis Independent Advisors$1.3B AUM0.02%$249,9972.5KQ1 2026OLDER
Rossby Financial, LCC$489M AUM0.02%$90,563905Q1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.02%$13M132.0KQ1 2026OLDER
Signal Advisors Wealth, LLC$1.5B AUM0.02%$211,6752.1KQ4 2025OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.02%$427,8354.3KQ1 2026OLDER
PFG Investments, LLC$2.1B AUM0.02%$341,3863.4KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.02%$592,2245.9KQ1 2026OLDER
Stratos Wealth Advisors, LLC$1.6B AUM0.01%$306,1363.1KQ4 2025OLDER
VestGen Advisors, LLC$3.8B AUM0.01%$515,1265.1KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.01%$9M91.2KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.01%$9M91.2KQ1 2026OLDER
Center for Financial Planning, Inc.$958M AUM0.01%$112,8051.1KQ1 2026OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.01%$1M14.6KQ1 2026OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.01%$9M86.2KQ1 2026OLDER
IHT Wealth Management, LLC$4.3B AUM0.01%$460,6804.6KQ3 2025OLDER
Merit Financial Group, LLC$13.5B AUM0.01%$1M14.4KQ1 2026OLDER
Kingsview Wealth Management, LLC$7.3B AUM0.01%$782,5077.8KQ1 2026OLDER
Mutual Advisors, LLC$4.7B AUM0.01%$413,6024.1KQ1 2026OLDER
Mirae Asset Global Investments Co., Ltd.$299.3B AUM0.01%$26M259.0KQ1 2026OLDER
NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM0.01%$1M10.0KQ1 2026OLDER
EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM0.01%$272,7792.7KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.01%$26M254.1KQ1 2026OLDER
Ashton Thomas Private Wealth, LLC$4.2B AUM0.01%$331,9913.3KQ1 2026OLDER
Private Advisor Group, LLC$21.3B AUM0.01%$2M15.9KQ1 2026OLDER
Chicago Partners Investment Group LLC$4.5B AUM0.01%$300,0843.0KQ4 2025OLDER
Global Retirement Partners, LLC$5.6B AUM0.01%$410,7814.1KQ4 2025OLDER
Beacon Pointe Advisors, LLC$18.9B AUM0.01%$1M13.7KQ1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$337,3103.4KQ1 2026OLDER
Perigon Wealth Management, LLC$5.5B AUM0.00%$249,0942.5KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$3M30.2KQ1 2026OLDER
NFSG Corp$608M AUM0.00%$25,090250Q1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$1M14.8KQ1 2026OLDER
Darwin Wealth Management, LLC$321M AUM0.00%$11,978119Q1 2026OLDER
Geneos Wealth Management Inc.$4.3B AUM0.00%$145,5221.4KQ1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$150,6401.5KQ1 2026OLDER
Sound Income Strategies, LLC$2.1B AUM0.00%$39,728397Q1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$441,2984.4KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$6M61.3KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$2M17.2KQ1 2026OLDER
Golden State Wealth Management, LLC$915M AUM0.00%$14,348142Q1 2026OLDER
&PARTNERS$20.2B AUM0.00%$220,7922.2KQ1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$296,6333.0KQ2 2026
ROYAL BANK OF CANADA$570.1B AUM0.00%$6M56.9KQ1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.00%$9,93699Q1 2026OLDER
Quaker Wealth Management, LLC$320M AUM0.00%$2,10821Q1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$111,6671.1KQ3 2025OLDER
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM0.00%$9,83598Q1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$5M51.3KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$3M32.1KQ1 2026OLDER
Community Bank, N.A.$840M AUM0.00%$2,70027Q4 2025OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$2M23.1KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$1M13.8KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$4,10441Q4 2025OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$918,1099.2KQ4 2025OLDER
AE Wealth Management LLC$18.5B AUM0.00%$18,767187Q1 2026OLDER
UBS Group AG$666.3B AUM0.00%$595,6375.9KQ1 2026OLDER
BLAIR WILLIAM & CO/IL$34.9B AUM0.00%$15,355153Q1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$5,41954Q1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$12,645126Q4 2025OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$30,108300Q1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$16,359163Q1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$69,977699Q1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$3,51535Q3 2025OLDER
CWM, LLC$38.1B AUM0.00%$1,30013Q1 2026OLDER
FMR LLC$1.90T AUM0.00%$801Q1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$120Q2 2026

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