DaveManuel.com · Institutional Ownership · Who Owns It
GLOBAL X FDS (DRIV)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
139
Reporting holders
$120.3M
Reported value
0.0%
Calls
0.0%
Puts
+4
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 |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $31.7M | 822,717 | 0.00% | 31q | +2.1%+$651.8K |
| LPL Financial LLC | $13.4M | 347,372 | 0.00% | 25q | +13.7%+$1.6M |
| Cambridge Investment Research Advisors, Inc. | $11.8M | 306,962 | 0.01% | 25q | +1215.5%+$10.9M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $5.1M | 132,827 | 0.00% | 22q | +2.2%+$108.7K |
| CX Institutional | $3.3M | 86,801 | 0.10% | 15q | +0.7%+$23.6K |
| OSAIC HOLDINGS, INC. | $3.2M | 83,953 | 0.00% | 26q | +17.5%+$481.7K |
| RAYMOND JAMES FINANCIAL INC | $2.7M | 71,195 | 0.00% | 7q | +34.9%+$710.8K |
| HRT FINANCIAL LP | $2.7M | 69,656 | 0.00% | new | NEW |
| Q3 Asset Management | $2.5M | 64,953 | 0.46% | 2q | +29.4%+$569.2K |
| Cetera Investment Advisers | $2.5M | 64,691 | 0.00% | 22q | +5.1%+$121.6K |
| Arax Advisory Partners | $2.4M | 62,121 | 0.02% | 3q | +221.9%+$1.7M |
| Mirae Asset Global Investments Co., Ltd. | $2.4M | 61,000 | 0.00% | 22q | -15.3%-$424.3K |
| ENVESTNET ASSET MANAGEMENT INC | $2.2M | 56,167 | 0.00% | 22q | +13.5%+$258.0K |
| ROYAL BANK OF CANADA | $2.2M | 56,150 | 0.00% | 26q | +68.2%+$877.8K |
| HARBOUR INVESTMENTS, INC. | $2.1M | 54,579 | 0.03% | 21q | +19.0%+$335.9K |
| JANE STREET GROUP, LLC | $1.9M | 49,268 | 0.00% | new | NEW |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $1.6M | 42,492 | 0.00% | new | NEW |
| CreativeOne Wealth, LLC | $1.4M | 36,955 | 0.03% | 21q | +161.6%+$880.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.4M | 35,779 | 0.00% | 23q | +5.1%+$67.6K |
| FLOW TRADERS U.S. LLC | $1.3M | 34,072 | 0.05% | 2q | -13.2%-$200.2K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.0M | 27,220 | 0.00% | 24q | -54.0%-$1.2M |
| WELLS FARGO & COMPANY/MN | $860.2K | 22,301 | 0.00% | 21q | +4.0%+$33.4K |
| Destination Wealth Management | $844.7K | 21,899 | 0.02% | 22q | -2.3%-$19.8K |
| Global X Japan Co., Ltd. | $811.5K | 21,039 | 0.03% | 2q | HELD |
| Optiver Holding B.V. | $771.4K | 20,000 | 0.00% | 4q | HELD |
| MORGAN STANLEY | $768.3K | 19,920 | 0.00% | 24q | +29.6%+$175.5K |
| EHRLICH FINANCIAL GROUP | $749.9K | 19,443 | 0.39% | new | NEW |
| GTS SECURITIES LLC | $730.6K | 18,942 | 0.02% | new | NEW |
| Creative Planning | $588.6K | 15,261 | 0.00% | 22q | -6.6%-$41.5K |
| D. E. Shaw & Co., Inc. | $574.7K | 14,899 | 0.00% | 10q | HELD |
| CITADEL ADVISORS LLC | $565.9K | 14,672 | 0.00% | new | NEW |
| JONES FINANCIAL COMPANIES LLLP | $561.3K | 15,150 | 0.00% | 11q | +22.5%+$103.0K |
| Janney Montgomery Scott LLC | $536.0K | 13,897 | 0.00% | 4q | +1.2%+$6.3K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $535.6K | 14,660 | 0.00% | 7q | -8.8%-$51.4K |
| Moment Partners, LLC | $528.2K | 13,695 | 0.10% | 7q | HELD |
| Allworth Financial LP | $484.9K | 12,571 | 0.00% | 20q | +0.6%+$2.7K |
| STEPHENS INC /AR/ | $484.6K | 12,563 | 0.01% | 12q | HELD |
| Summit Financial, LLC | $471.6K | 12,225 | 0.01% | 6q | +1.0%+$4.8K |
| AMERIPRISE FINANCIAL INC | $457.7K | 11,866 | 0.00% | 4q | +61.8%+$174.8K |
| RFG Advisory, LLC | $442.0K | 11,459 | 0.01% | 2q | HELD |
| OPPENHEIMER & CO INC | $405.0K | 10,500 | 0.00% | 5q | HELD |
| Wealthfront Advisers LLC | $400.2K | 10,377 | 0.00% | 4q | HELD |
| Kestra Advisory Services, LLC | $398.6K | 10,315 | 0.00% | 3q | HELD |
| PNC Financial Services Group, Inc. | $397.6K | 10,309 | 0.00% | 23q | +13.3%+$46.6K |
| HighTower Advisors, LLC | $372.1K | 9,647 | 0.00% | new | NEW |
| STIFEL FINANCIAL CORP | $349.4K | 9,059 | 0.00% | 23q | -0.5%-$1.9K |
| EverSource Wealth Advisors, LLC | $337.0K | 8,737 | 0.01% | new | NEW |
| TWO SIGMA SECURITIES, LLC | $325.2K | 8,431 | 0.03% | new | NEW |
| Carter Financial Group, INC. | $303.4K | 7,853 | 0.16% | 4q | HELD |
| Stelac Advisory Services LLC | $300.2K | 7,782 | 0.06% | 6q | HELD |
| Investmark Advisory Group LLC | $294.2K | 7,628 | 0.11% | 4q | HELD |
| Foundations Investment Advisors, LLC | $290.9K | 7,542 | 0.00% | new | NEW |
| AQR CAPITAL MANAGEMENT LLC | $267.8K | 6,942 | 0.00% | 3q | +2.3%+$6.0K |
| Sequoia Financial Advisors, LLC | $263.6K | 6,833 | 0.00% | 3q | HELD |
| Dynamic Advisor Solutions LLC | $259.3K | 6,722 | 0.01% | new | NEW |
| NewEdge Advisors, LLC | $257.1K | 6,666 | 0.00% | 15q | +350.7%+$200.1K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $253.5K | 6,704 | 0.02% | new | NEW |
| Focus Partners Wealth | $246.9K | 6,400 | 0.00% | new | NEW |
| HBW ADVISORY SERVICES LLC | $238.9K | 6,195 | 0.02% | new | NEW |
| INDEPENDENT FINANCIAL GROUP, LLC | $236.6K | 6,134 | 0.00% | new | NEW |
| Mariner, LLC | $226.1K | 5,863 | 0.00% | new | NEW |
| Prospera Financial Services Inc | $223.9K | 5,806 | 0.00% | 2q | -12.1%-$30.9K |
| PFG Investments, LLC | $222.6K | 5,772 | 0.01% | new | NEW |
| TD Waterhouse Canada Inc. | $220.7K | 5,845 | 0.00% | 19q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $209.1K | 5,422 | 0.00% | new | NEW |
| Global Retirement Partners, LLC | $162.7K | 4,218 | 0.00% | 22q | +69.3%+$66.6K |
| Larson Financial Group LLC | $121.9K | 3,161 | 0.00% | 9q | HELD |
| Powell Investment Advisors, LLC | $116.6K | 3,017 | 0.04% | 5q | +12.8%+$13.2K |
| BARCLAYS PLC | $115.7K | 3,000 | 0.00% | 22q | HELD |
| FMR LLC | $112.6K | 2,920 | 0.00% | 23q | +59.0%+$41.8K |
| Federation des caisses Desjardins du Quebec | $104.0K | 2,697 | 0.00% | 24q | HELD |
| Strive Financial Group ,LLC | $95.4K | 2,474 | 0.04% | 3q | -5.7%-$5.7K |
| SOA Wealth Advisors, LLC. | $77.8K | 2,018 | 0.01% | 22q | -2.3%-$1.8K |
| First Bancorp, Inc /ME/ | $77.1K | 2,000 | 0.03% | new | NEW |
| General Partner, Inc. | $77.1K | 2,000 | 0.04% | 14q | HELD |
| Advantage Trust Co | $72.5K | 1,880 | 0.03% | new | NEW |
| Capital Analysts, LLC | $68.0K | 1,759 | 0.00% | 26q | HELD |
| Crews Bank & Trust | $67.5K | 1,750 | 0.01% | 7q | HELD |
| Cherry Tree Wealth Management, LLC | $65.0K | 1,685 | 0.01% | 13q | HELD |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $64.5K | 1,672 | 0.00% | 22q | +5.0%+$3.0K |
| AlphaCore Capital LLC | $48.7K | 1,260 | 0.00% | 3q | -1.6% |
| ADIRONDACK TRUST CO | $48.6K | 1,260 | 0.01% | 13q | HELD |
| Parallel Advisors, LLC | $47.1K | 1,220 | 0.00% | 21q | HELD |
| SBI Securities Co., Ltd. | $46.3K | 1,201 | 0.00% | 7q | -4.5%-$2.2K |
| ARMSTRONG ADVISORY GROUP, INC | $44.0K | 1,140 | 0.00% | 15q | HELD |
| Key Financial Inc | $39.9K | 1,033 | 0.01% | 14q | HELD |
| First Command Advisory Services, Inc. | $38.6K | 1,000 | 0.00% | 12q | HELD |
| DHJJ Financial Advisors, Ltd. | $37.0K | 958 | 0.01% | 5q | HELD |
| Farther Finance Advisors, LLC | $33.9K | 879 | 0.00% | 11q | -65.2%-$63.5K |
| BANK OF MONTREAL /CAN/ | $30.9K | 800 | 0.00% | 22q | HELD |
| Steward Partners Investment Advisory, LLC | $26.1K | 677 | 0.00% | 23q | +25.6%+$5.3K |
| EFG International AG | $25.1K | 650 | 0.00% | 3q | HELD |
| Strategic Wealth Partners, Ltd. | $24.1K | 625 | 0.00% | 5q | HELD |
| Golden State Wealth Management, LLC | $22.8K | 591 | 0.00% | 7q | HELD |
| Rockefeller Capital Management L.P. | $21.8K | 566 | 0.00% | 4q | -40.0%-$14.5K |
| Ancora Advisors LLC | $20.9K | 542 | 0.00% | 26q | HELD |
| HOLLENCREST CAPITAL MANAGEMENT | $19.5K | 505 | 0.00% | 15q | HELD |
| AMERIFLEX GROUP, INC. | $19.3K | 500 | 0.01% | 3q | HELD |
| JPMORGAN CHASE & CO | $16.2K | 428 | 0.00% | 9q | +7.5%+$1.1K |
| ROTHSCHILD INVESTMENT LLC | $15.4K | 400 | 0.00% | 2q | HELD |
Showing the largest 100 of 139 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 | 35 | $9.7M | 292,075 | 3 | 7 | 4 | 0.0% |
| Q2 2026 | 139 | $120.3M | 3,121,381 | 25 | 35 | 15 | 0.0% |
| Q1 2026 | 135 | $74.1M | 2,432,769 | 18 | 32 | 27 | 0.0% |
| Q4 2025 | 136 | $65.5M | 2,210,976 | 18 | 17 | 40 | 0.0% |
| Q3 2025 | 135 | $69.9M | 2,466,430 | 23 | 27 | 27 | 0.3% |
| Q2 2025 | 125 | $60.8M | 2,609,439 | 15 | 20 | 39 | 0.0% |
| Q1 2025 | 122 | $52.8M | 2,488,694 | 13 | 23 | 42 | 0.3% |
| Q4 2024 | 138 | $86.5M | 3,755,768 | 10 | 18 | 44 | 0.2% |
| Q3 2024 | 138 | $93.5M | 3,971,596 | 9 | 28 | 61 | 0.2% |
| Q2 2024 | 161 | $112.3M | 4,771,579 | 16 | 26 | 64 | 0.2% |
| Q1 2024 | 170 | $156.2M | 6,310,096 | 15 | 44 | 60 | 0.5% |
| Q4 2023 | 189 | $172.3M | 6,988,301 | 20 | 43 | 49 | 0.2% |
| Q3 2023 | 185 | $215.6M | 9,177,810 | 11 | 54 | 50 | 0.9% |
| Q2 2023 | 204 | $221.1M | 8,446,467 | 22 | 37 | 59 | 1.0% |
| Q1 2023 | 196 | $218.0M | 9,068,448 | 28 | 45 | 60 | 1.1% |
| Q4 2022 | 186 | $192.8M | 9,463,714 | 25 | 33 | 74 | 2.5% |
| Q3 2022 | 181 | $6.5B | 324,643,073 | 14 | 49 | 55 | 0.1% |
| Q2 2022 | 197 | $6.9B | 322,632,181 | 21 | 37 | 69 | 0.1% |
| Q1 2022 | 215 | $9.0B | 327,992,759 | 14 | 67 | 59 | 0.1% |
| Q4 2021 | 228 | $8.6B | 281,197,829 | 47 | 89 | 22 | 0.2% |
| Q3 2021 | 176 | $809.6M | 29,274,363 | 31 | 63 | 37 | 0.9% |
| Q2 2021 | 161 | $470.6M | 16,333,490 | 28 | 66 | 24 | 1.7% |
| Q1 2021 | 146 | $185.7M | 6,683,276 | 90 | 42 | 3 | 4.4% |
| Q4 2020 | 60 | $37.2M | 1,550,770 | 32 | 12 | 2 | 0.0% |
| Q3 2020 | 24 | $43.6M | 2,570,456 | 11 | 7 | 1 | 0.0% |
| Q2 2020 | 17 | $3.0M | 204,036 | 6 | 2 | 2 | 0.0% |
| Q1 2020 | 14 | $2.9M | 254,103 | 7 | 2 | 1 | 0.0% |
| Q4 2019 | 8 | $1.9M | 129,565 | 2 | 2 | 2 | 0.1% |
| Q3 2019 | 6 | $242.0K | 15,580 | 1 | 1 | 2 | 0.4% |
| Q2 2019 | 8 | $7.4M | 549,179 | 0 | 3 | 1 | 0.0% |
| Q1 2019 | 11 | $8.6M | 650,379 | 5 | 1 | 1 | 0.0% |
| Q4 2018 | 7 | $8.3M | 708,775 | 0 | 0 | 0 | 0.0% |