DaveManuel.com · Institutional Ownership · Who Owns It
GLOBAL X FDS AI SEMICONDUCTOR & QUANTUM ETF (CHPX)
Institutional ownership reported to the SEC as of Q2 2026, across 4 quarters.
38
Reporting holders
$169.1M
Reported value
0.3%
Calls
0.1%
Puts
+30
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 |
|---|---|---|---|---|---|
| RiverFront Investment Group, LLC | $65.7M | 617,631 | 0.87% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $36.2M | 340,674 | 0.01% | new | NEW |
| RAYMOND JAMES FINANCIAL INC | $13.9M | 130,706 | 0.00% | new | NEW |
| GOLDMAN SACHS GROUP INC | $13.6M | 127,551 | 0.00% | new | NEW |
| JANE STREET GROUP, LLC | $6.5M incl. $202.0K options PUT | 59,406 | 0.00% | 3q | +292.2%+$4.9M |
| &PARTNERS | $5.4M | 51,016 | 0.02% | 3q | +4.7%+$242.0K |
| LPL Financial LLC | $4.7M | 44,005 | 0.00% | new | NEW |
| Janney Montgomery Scott LLC | $4.7M | 43,877 | 0.01% | new | NEW |
| ROYAL BANK OF CANADA | $2.9M | 27,580 | 0.00% | new | NEW |
| OLD MISSION CAPITAL LLC | $2.5M | 23,639 | 0.04% | new | NEW |
| CITADEL ADVISORS LLC | $2.4M incl. $435.9K options CALL | 18,023 | 0.00% | new | NEW |
| Arkos Global Advisors | $1.8M | 16,775 | 0.21% | 2q | +9.8%+$159.6K |
| GTS SECURITIES LLC | $1.4M | 13,444 | 0.03% | new | NEW |
| Summit Financial, LLC | $1.1M | 10,625 | 0.01% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $1.1M | 10,500 | 0.00% | new | NEW |
| TRUIST FINANCIAL CORP | $952.0K | 8,955 | 0.00% | new | NEW |
| Concurrent Investment Advisors, LLC | $706.0K | 6,641 | 0.01% | new | NEW |
| Cetera Investment Advisers | $639.3K | 6,014 | 0.00% | new | NEW |
| INDEPENDENT FINANCIAL GROUP, LLC | $573.3K | 5,393 | 0.01% | new | NEW |
| HRT FINANCIAL LP | $557.0K | 5,240 | 0.00% | new | NEW |
| BANK OF AMERICA CORP /DE/ | $491.0K | 4,619 | 0.00% | 3q | -0.7%-$3.5K |
| Kingsview Wealth Management, LLC | $300.4K | 2,826 | 0.00% | new | NEW |
| Bluesphere Advisors LLC | $258.9K | 2,435 | 0.08% | new | NEW |
| FLAGSHIP HARBOR ADVISORS, LLC | $240.9K | 2,266 | 0.01% | new | NEW |
| FIFTH THIRD BANCORP | $189.5K | 1,783 | 0.00% | new | NEW |
| UBS Group AG | $68.9K | 648 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $62.6K | 589 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $61.1K | 575 | 0.00% | 3q | HELD |
| EverSource Wealth Advisors, LLC | $44.6K | 420 | 0.00% | new | NEW |
| Federation des caisses Desjardins du Quebec | $33.9K | 319 | 0.00% | 2q | +235.8%+$23.8K |
| Berbice Capital Management LLC | $32.0K | 301 | 0.02% | new | NEW |
| OSAIC HOLDINGS, INC. | $10.0K | 94 | 0.00% | new | NEW |
| SIMPLEX TRADING, LLC | $6.9K | 65 | 0.00% | new | NEW |
| MORGAN STANLEY | $4.9K | 46 | 0.00% | new | NEW |
| JONES FINANCIAL COMPANIES LLLP | $4.9K | 48 | 0.00% | new | NEW |
| TD PRIVATE CLIENT WEALTH LLC | $2.3K | 22 | 0.00% | new | NEW |
| EVOLUTION WEALTH MANAGEMENT INC. | $2.2K | 21 | 0.00% | new | NEW |
| LANARK FINANCIAL, INC. | $1.6K | 15 | 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 | 5 | $2.8M | 28,083 | 2 | 2 | 1 | 0.0% |
| Q2 2026 | 38 | $169.1M | 1,584,787 | 32 | 4 | 1 | 0.4% |
| Q1 2026 | 8 | $5.2M | 89,970 | 4 | 2 | 1 | 0.0% |
| Q4 2025 | 5 | $2.1M | 37,822 | 5 | 0 | 0 | 0.0% |