DaveManuel.com · Institutional Ownership · Who Owns It
GLOBAL X FDS (DJIA)
Institutional ownership reported to the SEC as of Q2 2026, across 19 quarters.
54
Reporting holders
$62.2M
Reported value
0.0%
Calls
0.0%
Puts
+0
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 |
|---|---|---|---|---|---|
| LPL Financial LLC | $21.9M | 989,506 | 0.00% | 14q | +46.4%+$6.9M |
| J.W. COLE ADVISORS, INC. | $10.3M | 467,472 | 0.18% | 5q | -0.7%-$69.5K |
| XML Financial, LLC | $6.0M | 271,811 | 0.44% | 13q | +352.0%+$4.7M |
| OSAIC HOLDINGS, INC. | $4.1M | 183,183 | 0.00% | 17q | -2.3%-$95.5K |
| Cambridge Investment Research Advisors, Inc. | $2.2M | 100,528 | 0.00% | 5q | +101.9%+$1.1M |
| RAYMOND JAMES FINANCIAL INC | $2.0M | 91,269 | 0.00% | 7q | +2.5%+$49.1K |
| ROYAL BANK OF CANADA | $1.5M | 68,658 | 0.00% | 14q | +168.6%+$954.2K |
| Janney Montgomery Scott LLC | $1.5M | 65,612 | 0.00% | 15q | +10.1%+$133.5K |
| Cetera Investment Advisers | $1.2M | 56,144 | 0.00% | 6q | +35.8%+$327.4K |
| OLD MISSION CAPITAL LLC | $1.2M | 52,766 | 0.02% | new | NEW |
| NWF Advisory Services Inc. | $1.1M | 50,400 | 0.10% | 6q | -2.7%-$31.0K |
| STIFEL FINANCIAL CORP | $1.1M | 50,288 | 0.00% | 6q | +120.7%+$608.8K |
| ENVESTNET ASSET MANAGEMENT INC | $995.3K | 44,954 | 0.00% | 6q | +50.7%+$335.0K |
| PMG Family Office LLC | $577.5K | 26,086 | 0.53% | 4q | +4.5%+$24.9K |
| Private Advisor Group, LLC | $531.4K | 24,000 | 0.00% | 4q | +26.3%+$110.7K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $510.2K | 23,106 | 0.03% | 3q | +101.7%+$257.2K |
| HARBOUR INVESTMENTS, INC. | $479.4K | 21,652 | 0.01% | 15q | -0.9%-$4.4K |
| Mutual Advisors, LLC | $469.5K | 21,205 | 0.01% | 4q | +3.2%+$14.4K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $405.7K | 18,324 | 0.00% | 12q | +0.7%+$2.8K |
| WCG Wealth Advisors LLC | $394.3K | 17,811 | 0.01% | 6q | -47.1%-$350.7K |
| MML INVESTORS SERVICES, LLC | $319.2K | 14,418 | 0.00% | new | NEW |
| Murphy & Mullick Capital Management Corp | $286.4K | 12,935 | 0.18% | 6q | -5.7%-$17.2K |
| CreativeOne Wealth, LLC | $281.7K | 12,725 | 0.01% | 9q | HELD |
| Tactive Advisors, LLC | $274.2K | 12,385 | 0.07% | 5q | -1.8%-$5.0K |
| CITADEL ADVISORS LLC | $273.4K | 12,350 | 0.00% | new | NEW |
| FSM Wealth Advisors, LLC | $258.8K | 11,687 | 0.03% | new | NEW |
| Jaffetilchin Investment Partners, LLC | $248.5K | 11,225 | 0.01% | 2q | +1.3%+$3.1K |
| BEAM WEALTH ADVISORS, INC. | $231.0K | 10,432 | 0.05% | 16q | -22.8%-$68.2K |
| Sonoma Allocations LLC | $219.6K | 9,907 | 0.07% | 4q | HELD |
| VALICENTI ADVISORY SERVICES INC | $216.0K | 9,740 | 0.04% | new | NEW |
| PRIVATE TRUST CO NA | $199.6K | 9,017 | 0.02% | 13q | HELD |
| Founders Financial Alliance, LLC | $187.7K | 8,480 | 0.02% | 13q | -3.8%-$7.4K |
| BANK OF MONTREAL /CAN/ | $158.2K | 7,145 | 0.00% | 5q | HELD |
| FIFTH THIRD BANCORP | $118.5K | 5,354 | 0.00% | 2q | +1.9%+$2.3K |
| IFP Advisors, Inc | $104.0K | 4,696 | 0.00% | 5q | +3.7%+$3.7K |
| SBI Securities Co., Ltd. | $78.3K | 3,535 | 0.00% | 7q | +14.3%+$9.8K |
| Cape Investment Advisory, Inc. | $63.8K | 2,880 | 0.02% | new | NEW |
| HighTower Advisors, LLC | $26.6K CALL | options only | 0.00% | 3q | OPTIONS |
| SIMPLEX TRADING, LLC | $17.4K | 786 | 0.00% | 4q | -40.7%-$12.0K |
| BFC Planning, Inc. | $15.9K | 717 | 0.00% | 7q | -40.3%-$10.7K |
| GROUP ONE TRADING LLC | $13.3K | 600 | 0.00% | 2q | +76.5%+$5.8K |
| WELLS FARGO & COMPANY/MN | $10.3K | 464 | 0.00% | 4q | +46300.0%+$10.2K |
| MORGAN STANLEY | $10.3K | 463 | 0.00% | 12q | -16.3%-$2.0K |
| Triumph Capital Management | $8.9K | 400 | 0.00% | 3q | HELD |
| PNC Financial Services Group, Inc. | $3.9K | 175 | 0.00% | new | NEW |
| DHJJ Financial Advisors, Ltd. | $3.6K | 163 | 0.00% | 12q | HELD |
| WELLINGTON-ALTUS USA INC. | $3.4K | 162 | 0.00% | new | NEW |
| IFG Advisory, LLC | $2.9K | 130 | 0.00% | new | NEW |
| FMR LLC | $2.0K | 91 | 0.00% | 8q | HELD |
| NATIONAL BANK OF CANADA /FI/ | $1.4K | 62 | 0.00% | 16q | HELD |
| Abound Wealth Management | $803 | 36 | 0.00% | new | NEW |
| Global Retirement Partners, LLC | $443 | 20 | 0.00% | new | NEW |
| KERR FINANCIAL PLANNING Corp | $23 | 1 | 0.00% | new | NEW |
| CITIGROUP INC | $22 | 1 | 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 | 11 | $9.2M | 541,148 | 0 | 5 | 3 | 0.0% |
| Q2 2026 | 54 | $62.2M | 2,807,957 | 13 | 20 | 12 | 0.0% |
| Q1 2026 | 54 | $44.8M | 2,127,807 | 9 | 23 | 10 | 0.1% |
| Q4 2025 | 52 | $42.8M | 1,945,682 | 9 | 19 | 14 | 0.1% |
| Q3 2025 | 52 | $42.6M | 1,958,542 | 9 | 15 | 14 | 0.0% |
| Q2 2025 | 49 | $50.4M | 2,325,777 | 8 | 25 | 5 | 0.0% |
| Q1 2025 | 46 | $35.4M | 1,600,759 | 13 | 14 | 7 | 0.1% |
| Q4 2024 | 37 | $29.0M | 1,292,880 | 7 | 11 | 6 | 0.1% |
| Q3 2024 | 33 | $29.5M | 1,279,989 | 4 | 10 | 10 | 0.0% |
| Q2 2024 | 36 | $29.5M | 1,334,004 | 5 | 14 | 7 | 0.0% |
| Q1 2024 | 37 | $30.0M | 1,317,180 | 6 | 15 | 6 | 0.0% |
| Q4 2023 | 36 | $26.0M | 1,185,843 | 6 | 13 | 11 | 0.0% |
| Q3 2023 | 33 | $26.6M | 1,247,255 | 11 | 12 | 4 | 0.0% |
| Q2 2023 | 29 | $21.1M | 954,623 | 9 | 11 | 3 | 0.0% |
| Q1 2023 | 27 | $19.3M | 887,543 | 11 | 10 | 2 | 0.0% |
| Q4 2022 | 19 | $19.3M | 885,007 | 11 | 3 | 2 | 0.0% |
| Q3 2022 | 14 | $19.2M | 877,794 | 9 | 3 | 0 | 1.4% |
| Q2 2022 | 6 | $12.2M | 528,255 | 5 | 0 | 0 | 0.0% |
| Q1 2022 | 4 | $2.2M | 87,473 | 4 | 0 | 0 | 0.0% |