SEC 13F Intelligence

DIVGLOBAL X FDS

CUSIP 37950E291 · Yahoo Finance ↗ · Google Finance ↗

Global X Fds (DIV) has 129 institutional holders in Filings Flow’s 13F database, together reporting 9.34M shares worth $176M as of Q1 2026. The largest reported holders are Fukoku Mutual Life Insurance Co, Lpl Financial LLC, and Global X Japan Co., Ltd..

Institutional Holders
129
Q1 2026
Reported Value
$176M
Ticker
DIV
Quarters Tracked
28

Ownership Trend

Institutional holders
Q2 ’19: 51Q2 ’19Q3 ’19: 53Q4 ’19: 63Q1 ’20: 55Q2 ’20: 50Q2 ’20Q3 ’20: 52Q4 ’20: 61Q1 ’21: 67Q2 ’21: 83Q2 ’21Q3 ’21: 80Q4 ’21: 89Q1 ’22: 89Q2 ’22: 94Q2 ’22Q3 ’22: 93Q4 ’22: 99Q1 ’23: 95Q2 ’23: 100Q2 ’23Q3 ’23: 100Q4 ’23: 102Q1 ’24: 105Q2 ’24: 105Q2 ’24Q3 ’24: 101Q4 ’24: 114Q1 ’25: 111Q2 ’25: 122Q2 ’25Q3 ’25: 120Q4 ’25: 130Q1 ’26: 129filingsflow.com
Total reported value
Q2 ’19: $148MQ2 ’19Q3 ’19: $155MQ4 ’19: $167MQ1 ’20: $81MQ2 ’20: $91MQ2 ’20Q3 ’20: $81MQ4 ’20: $89MQ1 ’21: $87MQ2 ’21: $91MQ2 ’21Q3 ’21: $79MQ4 ’21: $97MQ1 ’22: $104MQ2 ’22: $110MQ2 ’22Q3 ’22: $104MQ4 ’22: $111MQ1 ’23: $102MQ2 ’23: $100MQ2 ’23Q3 ’23: $107MQ4 ’23: $116MQ1 ’24: $103MQ2 ’24: $108MQ2 ’24Q3 ’24: $184MQ4 ’24: $127MQ1 ’25: $139MQ2 ’25: $182MQ2 ’25Q3 ’25: $175MQ4 ’25: $170MQ1 ’26: $176Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Keeler Thomas Management LLC$236M AUM4.84%$11M604.7KQ1 2026
FUKOKU MUTUAL LIFE INSURANCE CO$1.5B AUM2.32%$35M1.87MQ1 2026
SMART Wealth LLC$341M AUM0.98%$3M177.2KQ1 2026
Global X Japan Co., Ltd.$1.9B AUM0.72%$14M743.3KQ1 2026
Clarity Financial LLC$919M AUM0.49%$5M304.4KQ4 2025OLDER
RHODES INVESTMENT ADVISORS INC /ADV$116M AUM0.47%$543,34828.7KQ1 2026
C2C Wealth Management, LLC$128M AUM0.28%$329,08019.0KQ4 2025OLDER
Synergy Financial Group, LTD$133M AUM0.24%$324,38117.2KQ1 2026
RETIREMENT PLANNING GROUP, LLC / NY$155M AUM0.22%$348,71018.4KQ1 2026
Caitlin John, LLC$167M AUM0.18%$296,92615.7KQ1 2026
LifeWealth Investments, LLC$374M AUM0.17%$533,74530.8KQ4 2025OLDER
Curran Financial Partners, LLC$559M AUM0.16%$823,05146.5KQ3 2025OLDER
Wealth Advisory Solutions, LLC$449M AUM0.16%$703,36437.2KQ1 2026
B.O.S.S. Retirement Advisors, LLC$328M AUM0.15%$461,95026.7KQ4 2025OLDER
Triumph Capital Management$491M AUM0.12%$574,90030.4KQ1 2026
Squire Investment Management Company, LLC$360M AUM0.11%$381,78020.2KQ1 2026
Carroll Advisory Group, LLC$258M AUM0.11%$271,51714.4KQ1 2026
Eagle Strategies LLC$837M AUM0.10%$832,38544.0KQ1 2026
Joseph P. Lucia & Associates, LLC$280M AUM0.07%$206,67210.9KQ1 2026
Quest 10 Wealth Builders, Inc.$114M AUM0.07%$81,4974.3KQ1 2026
IHT Wealth Management, LLC$4.3B AUM0.07%$3M162.3KQ1 2026
Cypress Capital Group$889M AUM0.05%$478,52925.3KQ1 2026
Sequent Planning LLC$414M AUM0.05%$220,30511.7KQ1 2026
Prostatis Group LLC$391M AUM0.05%$190,64410.1KQ1 2026
Patten Group, Inc.$575M AUM0.04%$227,39413.1KQ4 2025OLDER
Walkner Condon Financial Advisors LLC$759M AUM0.04%$316,53316.7KQ1 2026
Founders Financial Alliance, LLC$555M AUM0.04%$219,46511.6KQ1 2026
Cornerstone Management, Inc.$628M AUM0.04%$221,31911.7KQ1 2026
Turtle Creek Wealth Advisors, LLC$1.3B AUM0.03%$439,51225.4KQ4 2025OLDER
Capital Investment Advisory Services, LLC$1.4B AUM0.03%$446,04123.6KQ1 2026
Advyzon Investment Management, LLC$1.1B AUM0.03%$349,85018.5KQ1 2026
NTV ASSET MANAGEMENT LLC$910M AUM0.03%$245,70013.0KQ1 2026
Good Life Advisors, LLC$1.6B AUM0.03%$410,30523.3KQ2 2025OLDER
TRUE Private Wealth Advisors$1.0B AUM0.02%$214,03912.2KQ2 2025OLDER
Simplicity Wealth,LLC$1.8B AUM0.02%$399,71523.1KQ4 2025OLDER
Indivisible Partners$1.1B AUM0.02%$265,07314.0KQ1 2026
Raleigh Capital Management Inc.$290M AUM0.02%$62,4243.6KQ4 2025OLDER
SeaCrest Wealth Management, LLC$903M AUM0.02%$207,90011.0KQ1 2026
CHELSEA COUNSEL CO$225M AUM0.02%$47,2502.5KQ1 2026
Crews Bank & Trust$766M AUM0.02%$138,0657.3KQ1 2026
Teamwork Financial Advisors, LLC$1.1B AUM0.02%$188,69010.7KQ3 2025OLDER
WEDBUSH SECURITIES INC$3.4B AUM0.02%$521,00027.6KQ1 2026
Mutual Advisors, LLC$4.7B AUM0.01%$665,35938.4KQ4 2025OLDER
Wealthfront Advisers LLC$45.6B AUM0.01%$6M332.1KQ1 2026
Stratos Wealth Partners, LTD.$8.8B AUM0.01%$1M63.9KQ1 2026
CreativeOne Wealth, LLC$4.3B AUM0.01%$539,05228.5KQ1 2026
1900 WEALTH MANAGEMENT LLC$1.6B AUM0.01%$192,61010.2KQ1 2026
Global Retirement Partners, LLC$5.6B AUM0.01%$520,97629.4KQ3 2025OLDER
AE Wealth Management LLC$18.5B AUM0.01%$2M107.8KQ1 2026
J.W. COLE ADVISORS, INC.$3.0B AUM0.01%$322,99317.1KQ1 2026
Western Wealth Management, LLC$2.6B AUM0.01%$254,98313.5KQ1 2026
GPS Wealth Strategies Group, LLC$117M AUM0.01%$91,7335.2KQ3 2025OLDER
PFG Investments, LLC$2.1B AUM0.01%$195,20211.3KQ4 2025OLDER
Sunbelt Securities, Inc.$1.6B AUM0.01%$132,4197.0KQ1 2026
INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM0.01%$236,34812.5KQ1 2026
Private Advisor Group, LLC$21.3B AUM0.01%$2M89.8KQ1 2026
Pineridge Advisors LLC$350M AUM0.01%$27,4721.6KQ3 2025OLDER
Cambridge Investment Research Advisors, Inc.$38.8B AUM0.01%$3M160.7KQ1 2026
RFG Advisory, LLC$5.4B AUM0.01%$419,05822.2KQ1 2026
DAYMARK WEALTH PARTNERS, LLC$3.2B AUM0.01%$189,67110.8KQ2 2025OLDER
Focus Financial Network, Inc.$3.2B AUM0.01%$195,80310.4KQ1 2026
Kingsview Wealth Management, LLC$7.3B AUM0.01%$448,76123.7KQ1 2026
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.01%$7M384.8KQ1 2026
Steward Partners Investment Advisory, LLC$19.6B AUM0.01%$1M58.3KQ1 2026
NFSG Corp$608M AUM0.01%$34,0201.8KQ1 2026
World Investment Advisors$6.2B AUM0.01%$343,73618.2KQ1 2026
Sigma Planning Corp$3.6B AUM0.01%$190,89410.1KQ1 2026
Savvy Advisors, Inc.$3.7B AUM0.01%$197,09210.4KQ1 2026
LPL Financial LLC$376.6B AUM0.00%$18M941.5KQ1 2026
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$3M178.3KQ1 2026
SouthState Bank Corp$2.1B AUM0.00%$94,5005.0KQ1 2026
Lodestone Wealth Management LLC$252M AUM0.00%$10,977581Q1 2026
Cherry Tree Wealth Management, LLC$473M AUM0.00%$20,1101.1KQ1 2026
Concurrent Investment Advisors, LLC$9.2B AUM0.00%$382,95520.3KQ1 2026
Perigon Wealth Management, LLC$5.5B AUM0.00%$175,88810.0KQ2 2025OLDER
FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM0.00%$324,75217.2KQ1 2026
SBI Securities Co., Ltd.$3.6B AUM0.00%$146,7027.8KQ1 2026
Focus Partners Advisor Solutions, LLC$9.9B AUM0.00%$382,89920.3KQ1 2026
AMERIFLEX GROUP, INC.$198M AUM0.00%$6,936367Q1 2026
Smallwood Wealth Investment Management, LLC$190M AUM0.00%$6,881389Q3 2025OLDER
PRIVATE TRUST CO NA$1.1B AUM0.00%$37,8002.0KQ1 2026
Innovative Asset Advisors Group, LLC$173M AUM0.00%$5,670300Q1 2026
KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM0.00%$256,22513.6KQ1 2026
Kestra Advisory Services, LLC$26.4B AUM0.00%$738,87239.1KQ1 2026
Farther Finance Advisors, LLC$10.6B AUM0.00%$277,97714.7KQ1 2026
Cetera Investment Advisers$94.0B AUM0.00%$2M128.1KQ1 2026
Ameritas Advisory Services, LLC$2.6B AUM0.00%$37,3342.1KQ3 2025OLDER
Key Capital Management, INC$151M AUM0.00%$3,515186Q1 2026
Concord Wealth Partners$770M AUM0.00%$12,746725Q2 2025OLDER
IFP Advisors, Inc$4.8B AUM0.00%$84,0104.4KQ1 2026
JFS WEALTH ADVISORS, LLC$1.8B AUM0.00%$29,1821.5KQ1 2026
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$1M57.1KQ1 2026
Networth Advisors, LLC$141M AUM0.00%$2,230118Q1 2026
Tortoise Investment Management, LLC$1.2B AUM0.00%$17,6901.0KQ3 2025OLDER
AVANTAX ADVISORY SERVICES, INC.$18.2B AUM0.00%$284,65516.2KQ2 2025OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$520,89027.6KQ1 2026
Janney Montgomery Scott LLC$40.4B AUM0.00%$514,00027.2KQ1 2026
CWM, LLC$38.1B AUM0.00%$467,49124.7KQ1 2026
FSA Wealth Management LLC$273M AUM0.00%$3,346189Q3 2025OLDER
Measured Wealth Private Client Group, LLC$366M AUM0.00%$4,479237Q1 2026
TRUST CO OF VERMONT$2.4B AUM0.00%$25,9801.5KQ4 2025OLDER
Mariner, LLC$85.7B AUM0.00%$841,69344.5KQ1 2026
Guerra Advisors Inc$271M AUM0.00%$2,565145Q3 2025OLDER
Fortis Group Advisors, LLC$605M AUM0.00%$5,670300Q1 2026
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$2M98.0KQ1 2026
SCOTIA CAPITAL INC.$24.3B AUM0.00%$205,78310.9KQ1 2026
SEI INVESTMENTS CO$108.4B AUM0.00%$901,38047.7KQ1 2026
Advisory Services Network, LLC$7.5B AUM0.00%$58,0463.1KQ1 2026
CALDWELL SUTTER CAPITAL, INC.$246M AUM0.00%$1,890100Q1 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.00%$11,021582Q1 2026
Colonial Trust Advisors$1.3B AUM0.00%$9,450500Q1 2026
New Millennium Group LLC$231M AUM0.00%$1,57691Q4 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$4M203.8KQ1 2026
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$6M308.3KQ1 2026
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$39,8032.3KQ3 2025OLDER
MORGAN STANLEY$1.66T AUM0.00%$11M574.9KQ1 2026
TRUIST FINANCIAL CORP$74.2B AUM0.00%$474,08527.4KQ4 2025OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$972,20851.4KQ1 2026
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$8M412.4KQ1 2026
Sound Income Strategies, LLC$2.1B AUM0.00%$11,585612Q1 2026
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$856,37845.3KQ1 2026
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$85,0504.5KQ1 2026
Mirae Asset Global Investments Co., Ltd.$299.3B AUM0.00%$1M74.0KQ1 2026
AdvisorNet Financial, Inc$1.9B AUM0.00%$8,212435Q1 2026
Golden State Wealth Management, LLC$915M AUM0.00%$3,780200Q1 2026
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$1M67.3KQ1 2026
NewEdge Advisors, LLC$27.7B AUM0.00%$90,7594.8KQ1 2026
HighTower Advisors, LLC$94.2B AUM0.00%$260,48914.8KQ2 2025OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$1M53.8KQ1 2026
Qube Research & Technologies Ltd$89.9B AUM0.00%$241,54212.8KQ1 2026
Breakwater Investment Management$269M AUM0.00%$62433Q1 2026
STIFEL FINANCIAL CORP$108.8B AUM0.00%$244,01512.9KQ1 2026
MAI Capital Management$17.7B AUM0.00%$36,7991.9KQ1 2026
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$1M53.9KQ1 2026
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$297,63815.7KQ1 2026
Creative Planning$147.4B AUM0.00%$239,50412.7KQ1 2026
Geneos Wealth Management Inc.$4.3B AUM0.00%$6,914366Q1 2026
COMERICA BANK$25.1B AUM0.00%$38,6232.2KQ4 2025OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$923,56748.9KQ1 2026
Corient Private Wealth LLC$69.9B AUM0.00%$207,84012.0KQ4 2025OLDER
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.00%$2,685155Q4 2025OLDER
US BANCORP \DE\$82.4B AUM0.00%$100,5485.3KQ1 2026
UBS Group AG$666.3B AUM0.00%$715,17637.8KQ1 2026
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$87,8384.7KQ1 2026
JPMORGAN CHASE & CO$1.56T AUM0.00%$1M63.7KQ1 2026
FIFTH THIRD BANCORP$54.7B AUM0.00%$42,1282.2KQ1 2026
Cassaday & Co Wealth Management LLC$4.7B AUM0.00%$3,591190Q1 2026
Lloyd Advisory Services, LLC.$349M AUM0.00%$22112Q1 2026
Kingdom Financial Group LLC.$349M AUM0.00%$22112Q1 2026
Blue Trust, Inc.$8.7B AUM0.00%$4,725250Q1 2026
CIBC Private Wealth Group LLC$59.2B AUM0.00%$26,9151.6KQ4 2025OLDER
Gunpowder Capital Management, LLC dba Oliver Wealth Management$132M AUM0.00%$573Q1 2026
BLAIR WILLIAM & CO/IL$34.9B AUM0.00%$14,175750Q1 2026
Arax Advisory Partners$3.5B AUM0.00%$1,21064Q1 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$301,75716.0KQ1 2026
Allworth Financial LP$24.7B AUM0.00%$7,390391Q1 2026
Rockefeller Capital Management L.P.$56.4B AUM0.00%$14,911788Q1 2026
Sterling Capital Management LLC$5.3B AUM0.00%$97056Q4 2025OLDER
WHITTIER TRUST CO$8.9B AUM0.00%$95250Q1 2026
Darwin Wealth Management, LLC$321M AUM0.00%$181Q1 2026
CITIGROUP INC$234.5B AUM0.00%$11,340600Q1 2026
FMR LLC$1.90T AUM0.00%$48,0592.5KQ1 2026
GODSEY & GIBB, INC$1.1B AUM0.00%$151Q4 2025OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$523Q4 2025OLDER
VALLEY WEALTH MANAGERS, INC.$1.6B AUM0.00%$121Q4 2025OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$191Q1 2026
ASSETMARK, INC$49.0B AUM0.00%$875Q4 2025OLDER
BlackRock, Inc.$5.72T AUM0.00%$1,893100Q1 2026

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