DaveManuel.com · Institutional Ownership · Who Owns It
GLOBAL X FDS (EART)
Institutional ownership reported to the SEC as of Q2 2026, across 19 quarters.
26
Reporting holders
$8.6M
Reported value
0.0%
Calls
0.0%
Puts
+10
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 |
|---|---|---|---|---|---|
| SCOTIA CAPITAL INC. | $1.4M | 46,716 | 0.01% | new | NEW |
| LPL Financial LLC | $978.7K | 33,729 | 0.00% | 2q | +321.5%+$746.5K |
| Private Advisor Group, LLC | $959.3K | 33,058 | 0.00% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $917.6K | 31,622 | 0.00% | 2q | +5.1%+$44.4K |
| JOHNSON INVESTMENT COUNSEL INC | $861.4K | 29,685 | 0.01% | new | NEW |
| MML INVESTORS SERVICES, LLC | $671.7K | 23,148 | 0.00% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $600.2K | 20,684 | 0.00% | 7q | HELD |
| Cetera Investment Advisers | $544.7K | 18,772 | 0.00% | 7q | -46.7%-$478.0K |
| D.A. DAVIDSON & CO. | $536.7K | 18,495 | 0.00% | 2q | +5.8%+$29.5K |
| CITADEL ADVISORS LLC | $473.2K | 16,308 | 0.00% | 2q | -25.4%-$160.8K |
| TRUIST FINANCIAL CORP | $248.8K | 8,573 | 0.00% | 4q | -21.1%-$66.7K |
| Versant Capital Management, Inc | $187.5K | 6,461 | 0.02% | 9q | HELD |
| NATIONAL BANK OF CANADA /FI/ | $73.0K | 2,524 | 0.00% | 3q | HELD |
| Continuum Advisory, LLC | $55.0K | 1,894 | 0.00% | new | NEW |
| Steward Partners Investment Advisory, LLC | $46.7K | 1,609 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $36.9K | 1,270 | 0.00% | 17q | +14.7%+$4.7K |
| MORGAN STANLEY | $29.1K | 1,001 | 0.00% | 7q | +100000.0%+$29.0K |
| ROYAL BANK OF CANADA | $12.0K | 427 | 0.00% | 3q | +106.3%+$6.2K |
| AE Wealth Management LLC | $11.7K | 404 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $11.1K | 383 | 0.00% | 2q | -46.3%-$9.6K |
| Global Retirement Partners, LLC | $10.2K | 350 | 0.00% | new | NEW |
| Ashton Thomas Private Wealth, LLC | $9.0K | 311 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $6.1K | 209 | 0.00% | new | NEW |
| Spire Wealth Management | $5.4K | 186 | 0.00% | new | NEW |
| Signature Equity Partners, LLC | $4.2K | 145 | 0.00% | 2q | +314.3%+$3.2K |
| BANK OF MONTREAL /CAN/ | $3.6K | 124 | 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 | $2.6M | 92,894 | 1 | 1 | 1 | 0.0% |
| Q2 2026 | 26 | $8.6M | 298,088 | 12 | 7 | 4 | 0.0% |
| Q1 2026 | 16 | $5.1M | 172,517 | 7 | 1 | 4 | 0.0% |
| Q4 2025 | 10 | $7.9M | 284,170 | 4 | 2 | 2 | 0.0% |
| Q3 2025 | 7 | $1.7M | 69,692 | 2 | 2 | 1 | 0.0% |
| Q2 2025 | 7 | $1.0M | 60,911 | 1 | 3 | 0 | 0.0% |
| Q1 2025 | 14 | $3.7M | 255,477 | 5 | 6 | 1 | 0.0% |
| Q4 2024 | 10 | $2.8M | 200,746 | 4 | 1 | 3 | 0.0% |
| Q3 2024 | 7 | $3.3M | 209,500 | 1 | 1 | 2 | 0.0% |
| Q2 2024 | 8 | $3.0M | 201,424 | 1 | 3 | 1 | 0.0% |
| Q1 2024 | 7 | $503.4K | 33,493 | 2 | 2 | 2 | 0.0% |
| Q4 2023 | 9 | $4.2M | 274,857 | 3 | 2 | 3 | 0.0% |
| Q3 2023 | 6 | $4.4M | 277,119 | 4 | 1 | 1 | 0.0% |
| Q2 2023 | 3 | $30.4K | 1,674 | 0 | 0 | 0 | 0.0% |
| Q1 2023 | 3 | $32.5K | 1,674 | 0 | 0 | 0 | 0.0% |
| Q4 2022 | 5 | $703.1K | 36,045 | 1 | 2 | 0 | 0.0% |
| Q3 2022 | 5 | $783.0K | 44,040 | 0 | 1 | 2 | 0.0% |
| Q2 2022 | 5 | $736.0K | 36,573 | 3 | 1 | 1 | 0.0% |
| Q1 2022 | 2 | $1.2M | 43,151 | 2 | 0 | 0 | 0.0% |