SEC 13F Intelligence

DJIAGLOBAL X FDS

CUSIP 37960A859 · Yahoo Finance ↗ · Google Finance ↗

Global X Fds (DJIA) has 52 institutional holders in Filings Flow’s 13F database, together reporting 2.13M shares worth $42M as of Q1 2026. The largest reported holders are Lpl Financial LLC, J.w. Cole Advisors, Inc., and Osaic Holdings, Inc..

Institutional Holders
52
Q1 2026
Reported Value
$42M
Ticker
DJIA
Quarters Tracked
3

Ownership Trend

Institutional holders
Q4 ’22: 16Q4 ’22Q4 ’25: 49Q4 ’25Q1 ’26: 52Q1 ’26filingsflow.com
Total reported value
Q4 ’22: $19MQ4 ’22Q4 ’25: $42MQ4 ’25Q1 ’26: $42MQ1 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
J.W. COLE ADVISORS, INC.$3.0B AUM0.33%$10M470.6KQ1 2026
MJP ASSOCIATES INC /ADV$824M AUM0.23%$2M71.8KQ2 2025OLDER
Murphy & Mullick Capital Management Corp$135M AUM0.21%$288,54613.7KQ1 2026
NWF Advisory Services Inc.$886M AUM0.12%$1M51.8KQ1 2026
Advisor OS, LLC$1.4B AUM0.12%$1M57.6KQ2 2025OLDER
XML Financial, LLC$1.2B AUM0.10%$1M60.1KQ1 2026
Massar Capital Management, LP$934M AUM0.09%$848,01740.3KQ1 2026
Tactive Advisors, LLC$406M AUM0.07%$265,37812.6KQ1 2026
Sonoma Allocations LLC$322M AUM0.07%$208,8409.9KQ1 2026
BEAM WEALTH ADVISORS, INC.$402M AUM0.07%$284,28513.5KQ1 2026
Good Life Advisors, LLC$1.6B AUM0.05%$875,45240.4KQ2 2025OLDER
Founders Financial Alliance, LLC$555M AUM0.03%$185,4898.8KQ1 2026
WCG Wealth Advisors LLC$3.6B AUM0.02%$708,00933.7KQ1 2026
PRIVATE TRUST CO NA$1.1B AUM0.02%$202,9739.0KQ1 2026
SteelPeak Wealth, LLC$3.9B AUM0.02%$538,60324.6KQ3 2025OLDER
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.02%$241,92511.5KQ1 2026
Innovative Asset Advisors Group, LLC$173M AUM0.02%$28,4041.4KQ1 2026
Jaffetilchin Investment Partners, LLC$1.7B AUM0.01%$233,22011.1KQ1 2026
Mutual Advisors, LLC$4.7B AUM0.01%$432,47720.6KQ1 2026
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.01%$200,8649.5KQ1 2026
OLD MISSION CAPITAL LLC$6.3B AUM0.01%$377,10917.3KQ3 2025OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.01%$459,76621.9KQ1 2026
CreativeOne Wealth, LLC$4.3B AUM0.01%$267,54912.7KQ1 2026
OSAIC HOLDINGS, INC.$68.3B AUM0.01%$4M187.5KQ1 2026
KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM0.00%$382,85018.2KQ1 2026
LPL Financial LLC$376.6B AUM0.00%$14M676.1KQ1 2026
Rossby Financial, LCC$489M AUM0.00%$10,780490Q4 2025OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$591,74033.5KQ3 2025OLDER
Activest Wealth Management$569M AUM0.00%$11,595531Q3 2025OLDER
Granite Bay Wealth Management, LLC$470M AUM0.00%$10,22548.6KQ1 2026
IFP Advisors, Inc$4.8B AUM0.00%$95,2904.5KQ1 2026
Private Advisor Group, LLC$21.3B AUM0.00%$399,76019.0KQ1 2026
SBI Securities Co., Ltd.$3.6B AUM0.00%$65,0773.1KQ1 2026
Triumph Capital Management$491M AUM0.00%$8,416400Q1 2026
DHJJ Financial Advisors, Ltd.$302M AUM0.00%$3,422163Q1 2026
Cetera Investment Advisers$94.0B AUM0.00%$870,11441.4KQ1 2026
Advisory Services Network, LLC$7.5B AUM0.00%$60,7762.9KQ1 2026
Mariner, LLC$85.7B AUM0.00%$610,77029.0KQ1 2026
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$2M89.1KQ1 2026
COMERICA BANK$25.1B AUM0.00%$110,6655.0KQ4 2025OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$479,50122.8KQ1 2026
CoreCap Advisors, LLC$3.4B AUM0.00%$10,840500Q2 2025OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.00%$7,588350Q2 2025OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$26,1361.2KQ4 2025OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$41,8282.0KQ1 2026
Rockefeller Capital Management L.P.$56.4B AUM0.00%$113,7405.2KQ4 2025OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$110,5015.3KQ1 2026
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$627,45829.8KQ1 2026
Kestra Advisory Services, LLC$26.4B AUM0.00%$36,5971.7KQ4 2025OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$61,1812.8KQ2 2025OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$2,167103Q1 2026
ROYAL BANK OF CANADA$570.1B AUM0.00%$537,00025.6KQ1 2026
AE Wealth Management LLC$18.5B AUM0.00%$10,120460Q4 2025OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$150,3317.1KQ1 2026
JANE STREET GROUP, LLC$777.2B AUM0.00%$253,42712.0KQ1 2026
HighTower Advisors, LLC$94.2B AUM0.00%$25,269120.1KQ1 2026
SIMPLEX TRADING, LLC$149.1B AUM0.00%$27,8991.3KQ1 2026
Glassman Wealth Services$736M AUM0.00%$1155Q3 2025OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$7,154340Q1 2026
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$25,0901.2KQ1 2026
Strategic Wealth Partners, Ltd.$1.5B AUM0.00%$663Q3 2025OLDER
BlackRock, Inc.$5.72T AUM0.00%$127,5605.8KQ3 2025OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$1,30862Q1 2026
MORGAN STANLEY$1.67T AUM0.00%$12,177553Q1 2026
MAI Capital Management$17.7B AUM0.00%$1135Q1 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$211Q1 2026
FMR LLC$1.90T AUM0.00%$1,91991Q1 2026
UBS Group AG$666.3B AUM0.00%$61029Q1 2026
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$874Q2 2025OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$191Q1 2026
JPMORGAN CHASE & CO$1.56T AUM0.00%$884Q3 2025OLDER
NFSG Corp$608M AUM$00Q1 2026

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