HEROGLOBAL X FDS
CUSIP 37954Y392 · Yahoo Finance ↗ · Google Finance ↗
Global X Fds (HERO) has 55 institutional holders in Filings Flow’s 13F database, together reporting 965.8K shares worth $24M as of Q1 2026. The largest reported holders are Bank Of Montreal /Can/, Bank Of America Corp /De/, and Lpl Financial LLC.
Institutional Holders
55
Q1 2026
Reported Value
$24M
Ticker
HERO
Quarters Tracked
6
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| NANO CAP NEW MILLENNIUM GROWTH FUND L P$107M AUM | 0.36% | $385,950 | 15.0K | Q1 2026OLDER |
| BAM Wealth Management, LLC$134M AUM | 0.20% | $255,393 | 7.5K | Q3 2025OLDER |
| NORTHBRIDGE FINANCIAL GROUP, LLC$261M AUM | 0.10% | $215,732 | 7.3K | Q4 2025OLDER |
| Prairie Wealth Advisors, Inc.$231M AUM | 0.08% | $206,418 | 6.1K | Q3 2025OLDER |
| Alteri Wealth LLC$309M AUM | 0.07% | $210,230 | 6.2K | Q3 2025OLDER |
| Archford Capital Strategies, LLC$873M AUM | 0.04% | $391,714 | 15.2K | Q1 2026OLDER |
| Advyzon Investment Management, LLC$1.1B AUM | 0.04% | $227,713 | 6.7K | Q3 2025OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.02% | $691,442 | 26.9K | Q1 2026OLDER |
| HBW ADVISORY SERVICES LLC$949M AUM | 0.01% | $126,970 | 4.3K | Q4 2025OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.01% | $336,193 | 9.9K | Q3 2025OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.01% | $253,724 | 9.9K | Q1 2026OLDER |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.01% | $3M | 77.5K | Q3 2025OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.01% | $335,855 | 13.1K | Q1 2026OLDER |
| FSA Wealth Management LLC$273M AUM | 0.01% | $18,720 | 553 | Q3 2025OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.01% | $17M | 514.5K | Q3 2025OLDER |
| Daiwa Securities Group Inc.$34.8B AUM | 0.01% | $2M | 78.9K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.01% | $287,620 | 9.7K | Q4 2025OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.00% | $242,023 | 7.1K | Q3 2025OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.00% | $257,664 | 10.0K | Q1 2026OLDER |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.00% | $13,748 | 462 | Q4 2025OLDER |
| Financial Perspectives, Inc$358M AUM | 0.00% | $13,997 | 544 | Q1 2026OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.00% | $6,690 | 260 | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $121,626 | 4.7K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $43,509 | 1.7K | Q1 2026OLDER |
| Portus Wealth Advisors, LLC$106M AUM | 0.00% | $1,549 | 60 | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $125,966 | 4.8K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $3M | 134.8K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $858,107 | 33.4K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $11M | 417.9K | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $7,330 | 216 | Q3 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $512,448 | 19.9K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $18,966 | 737 | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $508,552 | 19.8K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $454,760 | 13.4K | Q3 2025OLDER |
| Wealthfront Advisers LLC$45.6B AUM | 0.00% | $218,525 | 8.5K | Q1 2026OLDER |
| Steigerwald, Gordon & Koch Inc.$974M AUM | 0.00% | $4,554 | 177 | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $29,936 | 1.2K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $152,450 | 5.9K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $5,059 | 170 | Q4 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $898,822 | 34.9K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.00% | $2,444 | 95 | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $6,018 | 200 | Q4 2025OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $29,924 | 1.2K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $708,836 | 27.5K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $156,564 | 6.1K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $262,425 | 10.2K | Q1 2026OLDER |
| Fourth Dimension Wealth, LLC$264M AUM | 0.00% | $206 | 8 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $161,234 | 6.4K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $20,202 | 785 | Q2 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $16,441 | 553 | Q4 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $12,736 | 495 | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $7,976 | 310 | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 0.00% | $798 | 31 | Q1 2026OLDER |
| Tidemark, LLC$393M AUM | 0.00% | $232 | 9 | Q1 2026OLDER |
| HIGHLINE WEALTH PARTNERS LLC$493M AUM | 0.00% | $287 | 12 | Q2 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $362,558 | 10.7K | Q3 2025OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $9,983 | 388 | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $16,946 | 650 | Q1 2026OLDER |
| Accordant Advisory Group Inc$161M AUM | 0.00% | $52 | 2 | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $1,930 | 75 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $96,385 | 3.7K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $341 | 11 | Q4 2025OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $1,955 | 76 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $49,000 | 1.9K | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $9,289 | 361 | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $225 | 9 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $1,287 | 50 | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $5,223 | 203 | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $2,857 | 96 | Q4 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $61,269 | 2.1K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $1,132 | 44 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $8,335 | 246 | Q3 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $847 | 33 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $50 | 2 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.