DaveManuel.com · Institutional Ownership · Who Owns It
GLOBAL X FDS (AUSF)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
89
Reporting holders
$600.8M
Reported value
0.0%
Calls
0.0%
Puts
+3
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $130.9M | 2,613,518 | 0.22% | 14q | +8.9%+$10.7M |
| WADDELL & ASSOCIATES, LLC | $84.0M | 1,718,420 | 4.15% | 6q | +2.0%+$1.6M |
| LPL Financial LLC | $80.5M | 1,647,774 | 0.02% | 31q | +17.0%+$11.7M |
| COMMONWEALTH EQUITY SERVICES, LLC | $56.8M | 1,162,072 | 0.07% | 8q | +10.3%+$5.3M |
| Tidemark, LLC | $20.2M | 413,985 | 4.55% | 10q | +2.0%+$388.9K |
| Private Advisor Group, LLC | $20.2M | 413,408 | 0.09% | 9q | -1.0%-$210.1K |
| ARQ WEALTH ADVISORS, LLC | $18.1M | 357,877 | 2.25% | 8q | +37.0%+$4.9M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $14.4M | 295,528 | 0.01% | 8q | HELD |
| RAYMOND JAMES FINANCIAL INC | $13.8M | 283,227 | 0.00% | 7q | +7.6%+$974.9K |
| Cetera Investment Advisers | $13.8M | 281,777 | 0.01% | 10q | +9.2%+$1.2M |
| Meridian Wealth Management, LLC | $12.1M | 246,844 | 0.37% | 5q | -1.5%-$178.3K |
| Cambridge Investment Research Advisors, Inc. | $10.3M | 211,356 | 0.01% | 8q | +84.5%+$4.7M |
| ROYAL BANK OF CANADA | $10.0M | 203,914 | 0.00% | 5q | -31.6%-$4.6M |
| CHANNEL WEALTH LLC | $9.4M | 191,519 | 2.10% | 7q | +13.6%+$1.1M |
| SIERRA OCEAN, LLC | $9.0M | 183,824 | 6.22% | 5q | +2.6%+$227.2K |
| Snowden Capital Advisors LLC | $6.8M | 138,407 | 0.16% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $6.4M | 131,896 | 0.00% | 8q | +12.2%+$702.7K |
| TITLEIST ASSET MANAGEMENT, LLC | $6.2M | 127,370 | 0.42% | 5q | +6.1%+$356.6K |
| Bravera Wealth | $5.5M | 111,896 | 2.10% | 3q | +11.6%+$567.7K |
| Equitable Holdings, Inc. | $5.1M | 104,260 | 0.03% | 10q | +14.1%+$628.1K |
| Synergy Investment Management, LLC | $5.1M | 103,598 | 1.22% | 4q | +6.7%+$318.9K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $4.3M | 88,727 | 0.21% | 6q | +21.4%+$762.8K |
| &PARTNERS | $4.2M | 86,464 | 0.02% | 8q | +12.4%+$466.5K |
| MML INVESTORS SERVICES, LLC | $4.2M | 85,172 | 0.01% | 5q | +30.2%+$965.7K |
| CreativeOne Wealth, LLC | $3.8M | 77,494 | 0.08% | 7q | -9.6%-$402.3K |
| Kingsview Wealth Management, LLC | $2.8M | 57,187 | 0.03% | 4q | +5.4%+$144.1K |
| Tactive Advisors, LLC | $2.6M | 54,012 | 0.65% | 6q | -48.9%-$2.5M |
| Janney Montgomery Scott LLC | $2.6M | 53,193 | 0.01% | 10q | +24.5%+$510.6K |
| Able Wealth Management LLC | $2.5M | 50,486 | 0.57% | 10q | -36.4%-$1.4M |
| Investment Partners Asset Management, Inc. | $2.2M | 45,650 | 1.24% | 3q | +3.3%+$70.3K |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | $2.1M | 46,194 | 1.58% | 4q | +7.2%+$141.7K |
| OSAIC HOLDINGS, INC. | $1.8M | 37,618 | 0.00% | 10q | +25.0%+$368.2K |
| Advisor Resource Council | $1.8M | 36,891 | 0.52% | 3q | +39.5%+$519.6K |
| Koshinski Asset Management, Inc. | $1.7M | 35,790 | 0.09% | 4q | +6.7%+$109.8K |
| Western Wealth Management, LLC | $1.7M | 35,560 | 0.06% | 4q | +15.4%+$231.4K |
| NewEdge Advisors, LLC | $1.7M | 34,206 | 0.00% | new | NEW |
| Sonoma Allocations LLC | $1.5M | 30,383 | 0.47% | 2q | +101.7%+$757.6K |
| HARBOUR INVESTMENTS, INC. | $1.4M | 28,303 | 0.02% | 5q | -1.5%-$20.7K |
| Lifetime Wealth Management P.C. | $1.2M | 24,191 | 0.69% | 3q | -41.1%-$823.4K |
| Advisory Services Network, LLC | $1.0M | 20,705 | 0.01% | 4q | +7.3%+$68.8K |
| Nova Wealth Management, Inc. | $928.8K | 19,009 | 0.51% | 7q | -2.8%-$26.7K |
| MONECO ADVISORS, LLC | $872.2K | 17,851 | 0.05% | 3q | +31.6%+$209.5K |
| GOLDMAN SACHS GROUP INC | $860.2K | 17,606 | 0.00% | 2q | +109.7%+$450.0K |
| Vestmark Advisory Solutions, Inc. | $820.8K | 16,799 | 0.01% | new | NEW |
| MUIRFIELD WEALTH ADVISORS LLC | $794.7K | 16,265 | 0.52% | 11q | HELD |
| Ameritas Advisory Services, LLC | $765.6K | 15,669 | 0.02% | 2q | +750.2%+$675.5K |
| HRT FINANCIAL LP | $719.0K | 14,719 | 0.00% | new | NEW |
| Concurrent Investment Advisors, LLC | $711.4K | 14,560 | 0.01% | 10q | -35.5%-$391.6K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $675.2K | 13,820 | 0.00% | 10q | +23.9%+$130.5K |
| Oxford Wealth Group, LLC | $652.0K | 13,344 | 0.29% | 3q | +2.1%+$13.3K |
| JANE STREET GROUP, LLC | $639.7K | 13,093 | 0.00% | 2q | +72.7%+$269.3K |
| Sollinda Capital Management LLC | $636.9K | 13,036 | 0.14% | 9q | HELD |
| Cypress Capital Group | $579.6K | 11,862 | 0.05% | 4q | -23.1%-$174.2K |
| Prospera Financial Services Inc | $486.1K | 9,936 | 0.01% | 2q | +20.0%+$81.1K |
| WEDBUSH SECURITIES INC | $470.0K | 9,626 | 0.01% | 4q | HELD |
| Farther Finance Advisors, LLC | $467.5K | 9,569 | 0.00% | new | NEW |
| Ausdal Financial Partners, Inc. | $465.9K | 9,535 | 0.02% | 2q | +47.5%+$150.0K |
| FIFTH THIRD BANCORP | $450.9K | 9,229 | 0.00% | 2q | -3.7%-$17.2K |
| GeoWealth Management, LLC | $434.9K | 8,901 | 0.01% | 3q | HELD |
| DIVIDEND ASSETS CAPITAL, LLC | $406.0K | 8,310 | 0.08% | new | NEW |
| Signal Advisors Wealth, LLC | $398.6K | 8,158 | 0.02% | 4q | -8.6%-$37.3K |
| UBS Group AG | $390.6K | 7,994 | 0.00% | new | NEW |
| INDEPENDENT FINANCIAL GROUP, LLC | $368.1K | 7,534 | 0.01% | new | NEW |
| JPMORGAN CHASE & CO | $358.5K | 7,289 | 0.00% | new | NEW |
| Bogart Wealth, LLC | $350.4K | 7,172 | 0.01% | 4q | -99.3%-$46.9M |
| HighPoint Advisor Group LLC | $307.4K | 6,291 | 0.01% | 3q | +2.6%+$7.8K |
| Savvy Advisors, Inc. | $304.3K | 6,228 | 0.01% | 6q | -12.5%-$43.6K |
| Perigon Wealth Management, LLC | $299.4K | 6,128 | 0.00% | 3q | +34.2%+$76.3K |
| WILLNER & HELLER, LLC | $283.9K | 5,811 | 0.18% | 3q | +3.2%+$8.8K |
| Atlantic Union Bankshares Corp | $263.5K | 5,393 | 0.00% | new | NEW |
| Wealthcare Advisory Partners LLC | $258.2K | 5,285 | 0.00% | 5q | HELD |
| TWO SIGMA SECURITIES, LLC | $245.2K | 5,018 | 0.02% | new | NEW |
| LANARK FINANCIAL, INC. | $89.2K | 1,826 | 0.01% | 4q | +602.3%+$76.5K |
| MORGAN STANLEY | $65.8K | 1,346 | 0.00% | 5q | HELD |
| FMR LLC | $62.6K | 1,281 | 0.00% | 6q | +14.7%+$8.0K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $46.9K | 959 | 0.00% | 5q | -3.4%-$1.7K |
| WELLS FARGO & COMPANY/MN | $26.8K | 549 | 0.00% | 12q | HELD |
| Caldwell Trust Co | $24.4K | 500 | 0.00% | 4q | HELD |
| Larson Financial Group LLC | $14.1K | 289 | 0.00% | 6q | +0.7% |
| PRIVATE TRUST CO NA | $11.4K | 234 | 0.00% | 3q | -41.2%-$8.0K |
| IFG Advisory, LLC | $7.7K | 158 | 0.00% | new | NEW |
| VANGUARD ADVISERS INC | $7.5K | 154 | 0.00% | new | NEW |
| Capital Investment Advisory Services, LLC | $5.0K | 103 | 0.00% | 4q | +1.0% |
| Silver Grove Financial Group, Inc. | $4.3K | 87 | 0.00% | new | NEW |
| Capital Advisors, Ltd. LLC | $3.0K | 69 | 0.00% | 6q | HELD |
| Parallel Advisors, LLC | $782 | 16 | 0.00% | new | NEW |
| Smartleaf Asset Management LLC | $393 | 8 | 0.00% | 10q | HELD |
| Parkside Financial Bank & Trust | $343 | 7 | 0.00% | 9q | HELD |
| HHM Wealth Advisors, LLC | $294 | 6 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 21 | $176.1M | 3,572,257 | 1 | 10 | 5 | 0.0% |
| Q2 2026 | 89 | $600.8M | 12,219,328 | 16 | 44 | 17 | 0.0% |
| Q1 2026 | 86 | $591.3M | 12,211,440 | 10 | 43 | 20 | 0.0% |
| Q4 2025 | 88 | $634.9M | 13,585,734 | 16 | 38 | 19 | 0.0% |
| Q3 2025 | 78 | $594.6M | 12,816,177 | 20 | 28 | 18 | 0.0% |
| Q2 2025 | 66 | $498.5M | 11,068,577 | 22 | 27 | 10 | 0.0% |
| Q1 2025 | 48 | $399.9M | 9,162,888 | 12 | 25 | 3 | 0.0% |
| Q4 2024 | 44 | $289.3M | 6,888,752 | 6 | 22 | 5 | 0.0% |
| Q3 2024 | 38 | $258.8M | 6,060,566 | 12 | 14 | 7 | 0.0% |
| Q2 2024 | 31 | $236.9M | 5,971,617 | 8 | 14 | 6 | 0.0% |
| Q1 2024 | 25 | $226.2M | 5,533,560 | 16 | 1 | 4 | 0.0% |
| Q4 2023 | 11 | $191.8M | 5,157,658 | 5 | 1 | 0 | 0.0% |
| Q3 2023 | 6 | $157.3M | 4,999,916 | 2 | 2 | 0 | 0.0% |
| Q2 2023 | 6 | $1.4M | 44,738 | 0 | 2 | 2 | 0.0% |
| Q1 2023 | 10 | $2.8M | 93,630 | 4 | 3 | 1 | 0.0% |
| Q4 2022 | 10 | $995.7K | 32,119 | 4 | 0 | 3 | 0.0% |
| Q3 2022 | 7 | $2.9M | 102,621 | 2 | 1 | 1 | 0.0% |
| Q2 2022 | 5 | $1.8M | 61,349 | 0 | 1 | 2 | 0.0% |
| Q1 2022 | 8 | $1.5M | 48,138 | 3 | 2 | 2 | 0.0% |
| Q4 2021 | 6 | $178.1M | 5,613,445 | 2 | 2 | 1 | 0.0% |
| Q3 2021 | 5 | $183.3M | 6,157,497 | 1 | 0 | 2 | 0.0% |
| Q2 2021 | 4 | $186.9M | 6,297,980 | 1 | 2 | 1 | 0.0% |
| Q1 2021 | 5 | $178.7M | 6,247,096 | 1 | 0 | 4 | 0.0% |
| Q4 2020 | 6 | $164.1M | 6,392,260 | 0 | 3 | 3 | 0.0% |
| Q3 2020 | 6 | $174.6M | 7,908,144 | 0 | 2 | 4 | 0.0% |
| Q2 2020 | 9 | $172.0M | 8,088,728 | 3 | 2 | 4 | 0.0% |
| Q1 2020 | 6 | $141.8M | 7,963,136 | 2 | 2 | 2 | 0.0% |
| Q4 2019 | 7 | $264.9M | 10,109,345 | 4 | 3 | 0 | 0.0% |
| Q3 2019 | 6 | $227.6M | 9,068,189 | 3 | 3 | 0 | 0.0% |
| Q2 2019 | 4 | $206.9M | 8,364,821 | 0 | 3 | 1 | 0.0% |
| Q1 2019 | 7 | $184.6M | 7,631,806 | 2 | 3 | 2 | 0.0% |
| Q4 2018 | 6 | $153.9M | 7,388,242 | 0 | 0 | 0 | 0.0% |