SOCLGLOBAL X FDS
CUSIP 37950E416 · Yahoo Finance ↗ · Google Finance ↗
Global X Fds (SOCL) has 51 institutional holders in Filings Flow’s 13F database, together reporting 756.3K shares worth $34M as of Q1 2026. The largest reported holders are Bank Of America Corp /De/, Pnc Financial Services Group, Inc., and Morgan Stanley.
Institutional Holders
51
Q1 2026
Reported Value
$34M
Ticker
SOCL
Quarters Tracked
28
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Great Diamond Partners, LLC$582M AUM | 0.49% | $3M | 46.4K | Q4 2025OLDER |
| Ballast, Inc.$432M AUM | 0.46% | $1M | 20.8K | Q2 2025OLDER |
| AAFMAA Wealth Management & Trust LLC$286M AUM | 0.41% | $1M | 24.2K | Q1 2026 |
| Joseph P. Lucia & Associates, LLC$280M AUM | 0.29% | $823,831 | 19.0K | Q1 2026 |
| SOA Wealth Advisors, LLC.$530M AUM | 0.09% | $493,044 | 11.4K | Q1 2026 |
| Virtu Financial LLC$2.4B AUM | 0.04% | $915,000 | 21.1K | Q1 2026 |
| GTS SECURITIES LLC$2.8B AUM | 0.04% | $1M | 19.8K | Q4 2025OLDER |
| Manchester Capital Management LLC$694M AUM | 0.02% | $116,911 | 2.7K | Q1 2026 |
| FLOW TRADERS U.S. LLC$3.2B AUM | 0.01% | $428,000 | 9.9K | Q1 2026 |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.01% | $3M | 43.1K | Q3 2025OLDER |
| Daiwa Securities Group Inc.$34.8B AUM | 0.01% | $2M | 45.0K | Q1 2026 |
| Valeo Financial Advisors, LLC$4.7B AUM | 0.00% | $220,139 | 4.0K | Q4 2025OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $255,472 | 5.9K | Q1 2026 |
| Founders Capital Management$205M AUM | 0.00% | $8,660 | 200 | Q1 2026 |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $24,898 | 575 | Q1 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.00% | $2M | 36.7K | Q3 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $6M | 131.7K | Q1 2026 |
| Rossby Financial, LCC$489M AUM | 0.00% | $10,049 | 182 | Q4 2025OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $239,048 | 5.5K | Q1 2026 |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.00% | $63,695 | 1.5K | Q1 2026 |
| Prestige Wealth Management Group LLC$509M AUM | 0.00% | $6,959 | 161 | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.00% | $526,000 | 12.1K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $991,802 | 22.9K | Q1 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $13,553 | 313 | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $10M | 236.3K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $201,372 | 3.3K | Q3 2025OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $496,600 | 8.2K | Q3 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $125,600 | 2.3K | Q4 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $31,999 | 739 | Q1 2026 |
| Steigerwald, Gordon & Koch Inc.$974M AUM | 0.00% | $4,243 | 98 | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $291,300 | 6.7K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $1M | 34.3K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $279,460 | 5.1K | Q4 2025OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $207,105 | 4.8K | Q1 2026 |
| Spire Wealth Management$3.3B AUM | 0.00% | $8,860 | 205 | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $256,960 | 5.9K | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $4M | 74.3K | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $25,980 | 600 | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $766,843 | 17.7K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $889,172 | 20.5K | Q1 2026 |
| TOTH FINANCIAL ADVISORY CORP$911M AUM | 0.00% | $823 | 19 | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $800,146 | 18.5K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $44,863 | 1.0K | Q1 2026 |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $2,425 | 56 | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $274,467 | 6.3K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $205,439 | 4.7K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $15,156 | 350 | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $9,964 | 164 | Q3 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $43,300 | 1.0K | Q1 2026 |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $18,229 | 421 | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $3,074 | 71 | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $15,155 | 350 | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $208,369 | 4.8K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $18,056 | 417 | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $206,436 | 3.4K | Q3 2025OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $779 | 18 | Q1 2026 |
| Ascentis Independent Advisors$1.3B AUM | 0.00% | $216 | 5 | Q1 2026 |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $4,317 | 100 | Q1 2026 |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.00% | $87 | 2 | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $64,613 | 1.5K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $4,763 | 110 | Q1 2026 |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $2,208 | 51 | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $43 | 1 | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $1,703 | 41 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.