DaveManuel.com · Institutional Ownership · Who Owns It
GLOBAL X FDS (BKCH)
Institutional ownership reported to the SEC as of Q2 2026, across 23 quarters.
70
Reporting holders
$132.5M
Reported value
1.0%
Calls
1.5%
Puts
+12
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 |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | $35.9M | 462,436 | 0.00% | 4q | +816.9%+$32.0M |
| BANK OF AMERICA CORP /DE/ | $28.6M | 382,140 | 0.00% | 11q | +49.4%+$9.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $12.9M | 172,179 | 0.02% | 9q | -22.1%-$3.7M |
| Private Advisor Group, LLC | $9.5M | 126,556 | 0.04% | 12q | -14.6%-$1.6M |
| LPL Financial LLC | $7.1M | 95,139 | 0.00% | 15q | +13.9%+$867.4K |
| GTS SECURITIES LLC | $6.8M | 91,191 | 0.14% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $5.1M incl. $1.2M options CALL+PUT | 53,037 | 0.00% | 13q | -11.5%-$666.3K |
| Cetera Investment Advisers | $4.3M | 57,140 | 0.00% | 10q | +38.2%+$1.2M |
| Emerald Advisors, LLC | $2.2M | 28,919 | 0.27% | 15q | +5.8%+$118.7K |
| Cambridge Investment Research Advisors, Inc. | $2.1M | 28,304 | 0.00% | 14q | +141.1%+$1.2M |
| Atria Investments, Inc | $2.0M | 26,144 | 0.02% | 2q | +9.8%+$175.4K |
| JANE STREET GROUP, LLC | $1.9M incl. $785.9K options CALL+PUT | 14,395 | 0.00% | 12q | -54.6%-$2.2M |
| STIFEL FINANCIAL CORP | $1.6M | 20,863 | 0.00% | 2q | +3.1%+$47.4K |
| CITADEL ADVISORS LLC | $1.4M CALL+PUT | options only | 0.00% | 11q | OPTIONS |
| ENVESTNET ASSET MANAGEMENT INC | $1.3M | 16,865 | 0.00% | 5q | +130.1%+$713.9K |
| MORGAN STANLEY | $1.0M | 13,853 | 0.00% | 15q | +1194.7%+$956.8K |
| NORTHBRIDGE FINANCIAL GROUP, LLC | $727.3K | 9,717 | 0.28% | 3q | -1.8%-$13.5K |
| D. E. Shaw & Co., Inc. | $726.0K | 9,700 | 0.00% | 4q | -1.7%-$12.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | $698.3K | 9,329 | 0.00% | 5q | +0.8%+$5.3K |
| Venturi Wealth Management, LLC | $659.2K | 8,807 | 0.03% | 4q | HELD |
| Vise Technologies, Inc. | $543.8K | 7,265 | 0.01% | new | NEW |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $541.5K | 7,774 | 0.00% | 4q | HELD |
| SBI Securities Co., Ltd. | $416.4K | 5,563 | 0.01% | 7q | -35.3%-$227.2K |
| Rockefeller Capital Management L.P. | $394.5K | 5,270 | 0.00% | 4q | +6.0%+$22.3K |
| CreativeOne Wealth, LLC | $372.1K | 4,971 | 0.01% | new | NEW |
| Farther Finance Advisors, LLC | $308.9K | 4,126 | 0.00% | 9q | +171.3%+$195.0K |
| Acorn Wealth Advisors, LLC | $301.6K | 4,029 | 0.07% | 4q | HELD |
| UBS Group AG | $296.4K | 3,960 | 0.00% | 8q | -93.2%-$4.0M |
| WT Wealth Management | $271.9K | 3,633 | 0.08% | new | NEW |
| Ignite Planners, LLC | $256.9K | 3,424 | 0.04% | new | NEW |
| HERITAGE OAK WEALTH ADVISORS LLC | $251.1K | 3,355 | 0.07% | new | NEW |
| Atlantic Edge Private Wealth Management, LLC | $245.1K | 3,275 | 0.05% | 11q | HELD |
| VICTORY FINANCIAL GROUP, LLC | $231.6K | 3,094 | 0.02% | new | NEW |
| Mariner, LLC | $229.3K | 3,063 | 0.00% | new | NEW |
| Cambridge Advisors Inc. | $225.4K | 3,011 | 0.04% | new | NEW |
| TWO SIGMA SECURITIES, LLC | $217.4K | 2,905 | 0.02% | new | NEW |
| GK Wealth Management LLC | $213.9K | 2,857 | 0.11% | new | NEW |
| PNC Financial Services Group, Inc. | $141.4K | 1,889 | 0.00% | 7q | -26.7%-$51.5K |
| SIMPLEX TRADING, LLC | $114.0K | 1,523 | 0.00% | 4q | +45.5%+$35.6K |
| Steward Partners Investment Advisory, LLC | $89.8K | 1,200 | 0.00% | 2q | +860.0%+$80.5K |
| Arax Advisory Partners | $59.4K | 793 | 0.00% | new | NEW |
| WHITTIER TRUST CO | $53.5K | 737 | 0.00% | 8q | HELD |
| Sankala Group LLC | $48.8K | 786 | 0.03% | 3q | -21.2%-$13.2K |
| BFC Planning, Inc. | $43.6K | 583 | 0.00% | new | NEW |
| AE Wealth Management LLC | $34.8K | 465 | 0.00% | 7q | +5.7%+$1.9K |
| ROYAL BANK OF CANADA | $27.0K | 366 | 0.00% | 9q | HELD |
| OSAIC HOLDINGS, INC. | $25.8K | 343 | 0.00% | 15q | +78.6%+$11.3K |
| HOLLENCREST CAPITAL MANAGEMENT | $25.7K | 343 | 0.00% | 3q | -64.4%-$46.5K |
| Burk Holdings LLC | $20.7K | 277 | 0.01% | 2q | HELD |
| Waverly Advisors, LLC | $20.5K | 273 | 0.00% | 2q | HELD |
| BANK OF MONTREAL /CAN/ | $20.4K | 272 | 0.00% | 10q | HELD |
| Global Retirement Partners, LLC | $20.4K | 272 | 0.00% | 13q | +8.8%+$1.6K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $15.4K | 206 | 0.00% | 3q | +30.4%+$3.6K |
| WHITTIER TRUST CO OF NEVADA INC | $11.0K | 161 | 0.00% | 6q | HELD |
| IFG Advisory, LLC | $9.4K | 126 | 0.00% | new | NEW |
| FMR LLC | $7.9K | 105 | 0.00% | 13q | -28.6%-$3.1K |
| HARBOUR INVESTMENTS, INC. | $7.3K | 97 | 0.00% | 2q | HELD |
| BESSEMER GROUP INC | $6.0K | 80 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $3.5K | 47 | 0.00% | 7q | -37.3%-$2.1K |
| SIGNATUREFD, LLC | $3.1K | 42 | 0.00% | 14q | HELD |
| PROATHLETE WEALTH MANAGEMENT LLC | $3.1K | 41 | 0.00% | 6q | +2.5% |
| Geneos Wealth Management Inc. | $3.1K | 41 | 0.00% | 7q | HELD |
| Copia Wealth Management | $1.5K | 20 | 0.00% | 3q | HELD |
| ROTHSCHILD INVESTMENT LLC | $1.4K | 19 | 0.00% | 5q | HELD |
| Aptus Capital Advisors, LLC | $1.1K | 15 | 0.00% | new | NEW |
| EverSource Wealth Advisors, LLC | $1.0K | 14 | 0.00% | 7q | HELD |
| Larson Financial Group LLC | $823 | 11 | 0.00% | 3q | HELD |
| Harborfront Financial Group LLC | $728 | 10 | 0.00% | new | NEW |
| GAMMA Investing LLC | $449 | 6 | 0.00% | 2q | HELD |
| Heritage Wealth Advisors | $225 | 3 | 0.00% | 15q | HELD |
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 | 18 | $8.1M | 115,969 | 3 | 3 | 3 | 0.0% |
| Q2 2026 | 70 | $132.5M | 1,709,455 | 17 | 20 | 13 | 2.5% |
| Q1 2026 | 58 | $68.2M | 1,147,131 | 9 | 13 | 21 | 6.1% |
| Q4 2025 | 68 | $145.4M | 2,146,823 | 14 | 21 | 12 | 5.6% |
| Q3 2025 | 69 | $216.2M | 2,427,489 | 22 | 12 | 18 | 3.0% |
| Q2 2025 | 54 | $67.3M | 1,234,664 | 11 | 8 | 20 | 3.2% |
| Q1 2025 | 45 | $37.1M | 1,066,278 | 4 | 23 | 12 | 4.9% |
| Q4 2024 | 47 | $57.8M | 1,054,542 | 15 | 11 | 11 | 6.4% |
| Q3 2024 | 41 | $52.7M | 1,091,391 | 9 | 9 | 8 | 2.3% |
| Q2 2024 | 37 | $57.6M | 1,105,291 | 5 | 8 | 5 | 2.2% |
| Q1 2024 | 42 | $58.9M | 1,367,250 | 6 | 14 | 11 | 8.0% |
| Q4 2023 | 42 | $38.1M | 763,704 | 8 | 13 | 4 | 7.1% |
| Q3 2023 | 37 | $14.4M | 594,520 | 6 | 8 | 7 | 4.1% |
| Q2 2023 | 39 | $22.5M | 705,558 | 9 | 5 | 7 | 4.5% |
| Q1 2023 | 35 | $18.2M | 723,677 | 14 | 4 | 8 | 11.4% |
| Q4 2022 | 28 | $11.0M | 854,248 | 24 | 0 | 2 | 0.0% |
| Q3 2022 | 44 | $25.8M | 4,363,629 | 9 | 12 | 9 | 0.3% |
| Q2 2022 | 41 | $9.2M | 1,754,878 | 14 | 10 | 3 | 1.4% |
| Q1 2022 | 33 | $13.6M | 755,088 | 11 | 9 | 10 | 3.2% |
| Q4 2021 | 33 | $30.0M | 1,362,393 | 23 | 5 | 3 | 0.7% |
| Q3 2021 | 11 | $7.2M | 302,591 | 11 | 0 | 0 | 0.0% |
| Q2 2019 | 2 | $149.0K | 5,549 | 2 | 0 | 0 | 0.0% |
| Q1 2019 | 1 | $263.0K | 10,008 | 1 | 0 | 0 | 0.0% |