DaveManuel.com · Institutional Ownership · Who Owns It
GLOBAL X FDS (DIV)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
131
Reporting holders
$208.8M
Reported value
0.2%
Calls
0.0%
Puts
+2
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 |
|---|---|---|---|---|---|
| FUKOKU MUTUAL LIFE INSURANCE Co | $35.7M | 1,873,000 | 2.08% | 13q | HELD |
| LPL Financial LLC | $26.0M | 1,363,653 | 0.01% | 31q | +44.8%+$8.0M |
| Global X Japan Co., Ltd. | $15.0M | 785,840 | 0.55% | 2q | +5.7%+$811.0K |
| WELLS FARGO & COMPANY/MN | $14.0M | 733,732 | 0.00% | 31q | +8.8%+$1.1M |
| MORGAN STANLEY | $13.9M | 728,727 | 0.00% | 35q | +26.8%+$2.9M |
| Keeler Thomas Management LLC | $12.0M | 627,865 | 4.24% | 2q | +3.8%+$441.5K |
| GOLDMAN SACHS GROUP INC | $7.8M | 410,199 | 0.00% | 7q | +33.0%+$1.9M |
| Wealthfront Advisers LLC | $6.6M | 343,937 | 0.01% | 20q | +3.6%+$225.2K |
| Cambridge Investment Research Advisors, Inc. | $6.1M | 321,710 | 0.01% | 31q | +100.2%+$3.1M |
| BANK OF AMERICA CORP /DE/ | $5.7M | 301,693 | 0.00% | 31q | -26.8%-$2.1M |
| TWO SIGMA INVESTMENTS, LP | $5.4M | 281,800 | 0.00% | 8q | -26.8%-$2.0M |
| ROYAL BANK OF CANADA | $4.1M | 213,689 | 0.00% | 31q | +4.8%+$188.1K |
| Proficio Capital Partners LLC | $4.0M | 211,100 | 0.14% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $3.3M | 174,500 | 0.00% | 31q | -2.1%-$72.3K |
| IHT Wealth Management, LLC | $3.1M | 162,964 | 0.07% | 3q | HELD |
| SMART Wealth LLC | $3.1M | 161,278 | 0.66% | 10q | -9.0%-$303.7K |
| JONES FINANCIAL COMPANIES LLLP | $2.7M | 137,411 | 0.00% | 9q | +40.2%+$761.4K |
| AE Wealth Management LLC | $2.6M | 134,790 | 0.01% | 31q | +25.0%+$514.3K |
| Cetera Investment Advisers | $2.4M | 127,747 | 0.00% | 6q | HELD |
| Sherry Group, Inc. | $2.3M | 118,906 | 2.24% | 3q | +4.4%+$96.4K |
| Private Advisor Group, LLC | $2.2M | 116,206 | 0.01% | 20q | +29.4%+$502.5K |
| RAYMOND JAMES FINANCIAL INC | $1.6M | 83,194 | 0.00% | 7q | +23.6%+$302.8K |
| Mirae Asset Global Investments Co., Ltd. | $1.3M | 69,000 | 0.00% | 31q | -6.8%-$95.2K |
| OSAIC HOLDINGS, INC. | $1.3M | 67,883 | 0.00% | 26q | +18.9%+$205.2K |
| SEI INVESTMENTS CO | $1.2M | 64,083 | 0.00% | 3q | +34.4%+$312.3K |
| ENVESTNET ASSET MANAGEMENT INC | $1.1M | 57,454 | 0.00% | 31q | +6.7%+$68.9K |
| JPMORGAN CHASE & CO | $1.1M | 56,000 | 0.00% | 25q | -12.1%-$148.2K |
| Kestra Advisory Services, LLC | $1.0M | 54,265 | 0.00% | 7q | +38.8%+$289.0K |
| Steward Partners Investment Advisory, LLC | $971.0K | 50,971 | 0.00% | 8q | -12.6%-$140.1K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $965.1K | 50,659 | 0.00% | 18q | -1.5%-$14.9K |
| Point Nemo Capital, LLC | $913.8K | 47,968 | 0.46% | new | NEW |
| Eagle Strategies LLC | $893.2K | 46,888 | 0.09% | 9q | +6.5%+$54.2K |
| UBS Group AG | $778.5K | 40,866 | 0.00% | 31q | +8.0%+$57.6K |
| Wealth Advisory Solutions, LLC | $740.7K | 38,880 | 0.15% | 10q | +4.5%+$31.7K |
| MML INVESTORS SERVICES, LLC | $670.1K | 35,176 | 0.00% | 13q | +27.6%+$145.1K |
| CreativeOne Wealth, LLC | $665.9K | 34,955 | 0.01% | 3q | +22.6%+$122.6K |
| Triumph Capital Management | $580.6K | 30,478 | 0.11% | 21q | HELD |
| Global Retirement Partners, LLC | $568.9K | 29,865 | 0.01% | new | NEW |
| Advyzon Investment Management, LLC | $560.6K | 29,429 | 0.04% | 7q | +59.0%+$208.0K |
| RHODES INVESTMENT ADVISORS INC /ADV | $550.5K | 28,899 | 0.40% | 3q | +0.5%+$2.9K |
| Tower Research Capital LLC (TRC) | $530.3K | 27,837 | 0.01% | new | NEW |
| WEDBUSH SECURITIES INC | $526.0K | 27,586 | 0.01% | 28q | HELD |
| Janney Montgomery Scott LLC | $508.0K | 26,645 | 0.00% | 8q | -2.0%-$10.3K |
| Cypress Capital Group | $482.3K | 25,319 | 0.05% | 5q | HELD |
| Capital Investment Advisory Services, LLC | $456.9K | 23,982 | 0.03% | 4q | +1.6%+$7.3K |
| Concurrent Investment Advisors, LLC | $438.9K | 23,039 | 0.00% | 3q | +13.7%+$52.9K |
| RFG Advisory, LLC | $428.7K | 22,502 | 0.01% | 11q | +1.5%+$6.3K |
| SeaCrest Wealth Management, LLC | $388.6K | 20,400 | 0.04% | 2q | +85.5%+$179.1K |
| Focus Partners Advisor Solutions, LLC | $386.0K | 20,260 | 0.00% | 3q | HELD |
| Squire Investment Management Company, LLC | $384.8K | 20,200 | 0.09% | 11q | HELD |
| CITADEL ADVISORS LLC | $375.3K CALL | options only | 0.00% | 2q | OPTIONS |
| Kingsview Wealth Management, LLC | $365.7K | 19,198 | 0.00% | 7q | -19.1%-$86.6K |
| RETIREMENT PLANNING GROUP, LLC / NY | $357.4K | 18,761 | 0.19% | 4q | +1.7%+$5.9K |
| BFC Planning, Inc. | $341.8K | 17,944 | 0.01% | 7q | -5.3%-$19.0K |
| Synergy Financial Group, LTD | $327.0K | 17,163 | 0.24% | 2q | HELD |
| Foundations Investment Advisors, LLC | $326.1K | 17,117 | 0.00% | 15q | HELD |
| J.W. COLE ADVISORS, INC. | $306.9K | 16,108 | 0.01% | 5q | -5.7%-$18.7K |
| PNC Financial Services Group, Inc. | $300.0K | 15,748 | 0.00% | 2q | HELD |
| Creative Planning | $295.9K | 15,532 | 0.00% | 7q | +22.6%+$54.5K |
| Carroll Advisory Group, LLC | $289.9K | 15,219 | 0.10% | 2q | +5.9%+$16.2K |
| NTV Asset Management LLC | $289.6K | 15,200 | 0.03% | 18q | +16.9%+$41.9K |
| Founders Financial Alliance, LLC | $274.1K | 14,386 | 0.04% | 24q | +23.9%+$52.8K |
| Indivisible Partners | $267.2K | 14,025 | 0.02% | 3q | HELD |
| Caitlin John, LLC | $264.0K | 13,859 | 0.14% | 11q | -11.8%-$35.3K |
| Western Wealth Management, LLC | $251.6K | 13,209 | 0.01% | 2q | -2.1%-$5.4K |
| Sequent Planning LLC | $249.9K | 13,118 | 0.05% | 5q | +12.5%+$27.9K |
| STIFEL FINANCIAL CORP | $247.5K | 12,991 | 0.00% | 31q | +0.6%+$1.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $223.8K | 11,750 | 0.00% | 2q | -26.4%-$80.3K |
| Cornerstone Management, Inc. | $223.1K | 11,710 | 0.03% | 11q | HELD |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $218.5K | 11,472 | 0.00% | 21q | -15.4%-$39.7K |
| Joseph P. Lucia & Associates, LLC | $208.0K | 10,920 | 0.06% | 30q | HELD |
| SCOTIA CAPITAL INC. | $207.4K | 10,888 | 0.00% | 7q | HELD |
| Focus Financial Network, Inc. | $200.1K | 10,505 | 0.01% | 3q | +1.4%+$2.8K |
| Savvy Advisors, Inc. | $198.9K | 10,440 | 0.00% | 2q | HELD |
| Mariner, LLC | $194.3K | 10,200 | 0.00% | 21q | -77.1%-$654.1K |
| 1900 WEALTH MANAGEMENT LLC | $191.6K | 10,060 | 0.01% | 18q | -1.3%-$2.5K |
| Mattern Wealth Management LLC | $191.5K | 10,050 | 0.03% | new | NEW |
| Farther Finance Advisors, LLC | $188.6K | 9,900 | 0.00% | 14q | -32.6%-$91.1K |
| SBI Securities Co., Ltd. | $143.8K | 7,546 | 0.00% | 7q | -2.8%-$4.1K |
| Crews Bank & Trust | $139.2K | 7,305 | 0.02% | 7q | HELD |
| US BANCORP \DE\ | $101.3K | 5,320 | 0.00% | 6q | HELD |
| NewEdge Advisors, LLC | $97.3K | 5,106 | 0.00% | 15q | +6.3%+$5.8K |
| SouthState Bank Corp | $95.2K | 5,000 | 0.00% | 2q | HELD |
| Qube Research & Technologies Ltd | $92.0K | 4,828 | 0.00% | 23q | -62.2%-$151.5K |
| FMR LLC | $91.4K | 4,797 | 0.00% | 22q | +88.6%+$42.9K |
| IFP Advisors, Inc | $90.2K | 4,736 | 0.00% | 23q | +6.5%+$5.5K |
| HUNTINGTON NATIONAL BANK | $85.7K | 4,500 | 0.00% | 9q | HELD |
| Quest 10 Wealth Builders, Inc. | $82.1K | 4,312 | 0.06% | 7q | HELD |
| NATIONAL BANK OF CANADA /FI/ | $67.7K | 3,550 | 0.00% | 19q | -23.7%-$21.0K |
| COMPASS FINANCIAL MANAGEMENT LLC | $63.0K | 3,223 | 0.01% | new | FIRST |
| Burnham & Co LLC | $43.3K | 2,275 | 0.03% | new | FIRST |
| CITIGROUP INC | $40.9K | 2,145 | 0.00% | 9q | +257.5%+$29.4K |
| NFSG Corp | $40.0K | 2,100 | 0.00% | 7q | +16.7%+$5.7K |
| PRIVATE TRUST CO NA | $38.1K | 2,000 | 0.00% | 17q | HELD |
| Regatta Research & Money Management | $36.8K | 1,932 | 0.03% | new | FIRST |
| FIFTH THIRD BANCORP | $29.4K | 1,544 | 0.00% | 2q | -30.7%-$13.0K |
| JFS WEALTH ADVISORS, LLC | $29.4K | 1,544 | 0.00% | 11q | HELD |
| TRUST CO OF VERMONT | $28.6K | 1,500 | 0.00% | 3q | HELD |
| Cherry Tree Wealth Management, LLC | $20.3K | 1,064 | 0.00% | 12q | HELD |
| MATHER GROUP, LLC. | $17.0K | 893 | 0.00% | new | NEW |
Showing the largest 100 of 131 reported holders.
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 | 37 | $36.9M | 1,961,687 | 8 | 9 | 10 | 0.0% |
| Q2 2026 | 131 | $208.8M | 10,937,150 | 12 | 48 | 25 | 0.2% |
| Q1 2026 | 129 | $188.3M | 9,965,870 | 18 | 41 | 34 | 0.0% |
| Q4 2025 | 135 | $170.6M | 9,865,527 | 20 | 42 | 27 | 0.0% |
| Q3 2025 | 122 | $175.6M | 9,927,012 | 12 | 45 | 36 | 0.0% |
| Q2 2025 | 126 | $183.8M | 10,438,425 | 9 | 51 | 21 | 0.1% |
| Q1 2025 | 122 | $177.3M | 9,400,731 | 8 | 42 | 36 | 0.2% |
| Q4 2024 | 125 | $167.2M | 9,273,028 | 16 | 31 | 34 | 0.0% |
| Q3 2024 | 111 | $236.3M | 10,492,093 | 9 | 41 | 29 | 0.2% |
| Q2 2024 | 119 | $160.0M | 9,262,553 | 15 | 46 | 33 | 0.1% |
| Q1 2024 | 121 | $188.4M | 10,758,707 | 13 | 29 | 45 | 0.1% |
| Q4 2023 | 115 | $189.4M | 11,013,581 | 12 | 36 | 33 | 0.1% |
| Q3 2023 | 110 | $154.9M | 9,555,699 | 17 | 37 | 28 | 0.1% |
| Q2 2023 | 106 | $145.3M | 8,677,746 | 17 | 28 | 32 | 0.2% |
| Q1 2023 | 102 | $142.9M | 8,180,545 | 12 | 40 | 30 | 0.1% |
| Q4 2022 | 108 | $154.2M | 8,165,974 | 21 | 42 | 30 | 0.4% |
| Q3 2022 | 100 | $3.4B | 190,013,973 | 13 | 43 | 23 | 0.0% |
| Q2 2022 | 103 | $2.1B | 108,575,985 | 11 | 45 | 23 | 0.0% |
| Q1 2022 | 102 | $3.6B | 171,728,467 | 17 | 39 | 25 | 0.0% |
| Q4 2021 | 100 | $1.8B | 85,502,571 | 16 | 36 | 24 | 0.0% |
| Q3 2021 | 91 | $1.6B | 82,709,231 | 13 | 32 | 25 | 0.0% |
| Q2 2021 | 95 | $1.7B | 86,724,827 | 25 | 36 | 20 | 0.0% |
| Q1 2021 | 77 | $1.8B | 91,991,223 | 13 | 28 | 20 | 0.0% |
| Q4 2020 | 71 | $1.6B | 96,096,607 | 13 | 21 | 26 | 0.0% |
| Q3 2020 | 62 | $1.4B | 93,211,234 | 8 | 16 | 24 | 0.0% |
| Q2 2020 | 59 | $1.4B | 90,280,655 | 9 | 18 | 22 | 0.0% |
| Q1 2020 | 67 | $347.1M | 26,945,301 | 14 | 21 | 20 | 0.0% |
| Q4 2019 | 76 | $775.7M | 32,730,137 | 10 | 23 | 19 | 0.0% |
| Q3 2019 | 66 | $562.0M | 23,845,878 | 12 | 19 | 18 | 0.0% |
| Q2 2019 | 62 | $341.6M | 15,081,893 | 11 | 24 | 10 | 0.0% |
| Q1 2019 | 61 | $252.4M | 10,211,860 | 3 | 27 | 10 | 0.0% |
| Q4 2018 | 61 | $190.2M | 8,478,180 | 1 | 0 | 2 | 0.0% |