DaveManuel.com · Institutional Ownership · Who Owns It
GLOBAL X FDS (EMBD)
Institutional ownership reported to the SEC as of Q2 2026, across 26 quarters.
40
Reporting holders
$183.0M
Reported value
0.0%
Calls
0.0%
Puts
+5
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 |
|---|---|---|---|---|---|
| Mirae Asset Global Investments Co., Ltd. | $52.2M | 2,177,700 | 0.08% | 25q | +99.2%+$26.0M |
| NewEdge Advisors, LLC | $41.2M | 1,718,911 | 0.12% | 14q | -2.0%-$845.6K |
| Modern Wealth Management, LLC | $16.8M | 702,949 | 0.20% | new | NEW |
| BARINGS LLC | $14.3M | 596,200 | 0.25% | 22q | -1.9%-$275.9K |
| VICTORY CAPITAL MANAGEMENT INC | $10.7M | 446,429 | 0.01% | new | NEW |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $9.0M | 375,852 | 0.01% | 9q | +2.9%+$249.6K |
| Good Steward Wealth Advisors,LLC | $8.3M | 345,793 | 5.00% | 6q | +2.4%+$194.2K |
| Cerity Partners LLC | $6.3M | 261,021 | 0.01% | 2q | -9.0%-$615.4K |
| Vise Technologies, Inc. | $3.9M | 161,475 | 0.04% | new | NEW |
| PRUDENT INVESTORS NETWORK, INC. | $3.4M | 141,100 | 0.65% | 8q | -60.1%-$5.1M |
| Gateway Wealth Partners, LLC | $2.7M | 114,287 | 0.16% | 14q | -45.8%-$2.3M |
| Global Retirement Partners, LLC | $1.6M | 67,435 | 0.02% | 14q | +4.9%+$75.4K |
| Flaharty Asset Management, LLC | $1.4M | 56,983 | 1.95% | 7q | -92.3%-$16.4M |
| GREENWOOD CAPITAL ASSOCIATES LLC | $1.4M | 56,494 | 0.13% | 5q | +48.8%+$443.8K |
| LPL Financial LLC | $1.2M | 49,031 | 0.00% | 15q | -18.2%-$260.5K |
| UBS Group AG | $1.1M | 47,173 | 0.00% | 2q | +86.5%+$524.0K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.1M | 45,232 | 0.00% | 5q | -11.0%-$133.7K |
| Thrivent Financial for Lutherans | $1.0M | 42,498 | 0.00% | 4q | -15.3%-$184.0K |
| JANE STREET GROUP, LLC | $924.2K | 38,590 | 0.00% | 6q | -37.5%-$554.7K |
| Cetera Investment Advisers | $826.8K | 34,521 | 0.00% | 16q | -6.4%-$56.6K |
| Fifth Third Securities, Inc. | $767.4K | 32,042 | 0.04% | 7q | +5.7%+$41.4K |
| OPTIMA CAPITAL LLC | $681.3K | 28,448 | 0.27% | 5q | +49.2%+$224.7K |
| FIDUCIARY FINANCIAL ADVISORS | $502.8K | 20,992 | 0.05% | new | NEW |
| 1620 INVESTMENT ADVISORS, INC. | $451.7K | 18,860 | 0.28% | 16q | +6.1%+$26.1K |
| Private Advisor Group, LLC | $416.6K | 17,396 | 0.00% | 2q | +5.8%+$23.0K |
| Gotham Asset Management, LLC | $385.0K | 16,077 | 0.00% | new | NEW |
| RAYMOND JAMES FINANCIAL INC | $286.5K | 11,963 | 0.00% | 5q | HELD |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $95.6K | 3,990 | 0.00% | 3q | HELD |
| Farther Finance Advisors, LLC | $61.4K | 2,563 | 0.00% | 3q | HELD |
| OSAIC HOLDINGS, INC. | $47.7K | 1,991 | 0.00% | 3q | HELD |
| SBI Securities Co., Ltd. | $46.3K | 1,932 | 0.00% | 7q | +38.1%+$12.8K |
| JONES FINANCIAL COMPANIES LLLP | $30.6K | 1,281 | 0.00% | new | NEW |
| Geneos Wealth Management Inc. | $30.1K | 1,255 | 0.00% | 2q | -64.7%-$55.0K |
| Catherine Avery Investment Management LLC | $20.8K | 868 | 0.01% | new | NEW |
| MORGAN STANLEY | $12.0K | 500 | 0.00% | 4q | HELD |
| Steward Partners Investment Advisory, LLC | $7.2K | 300 | 0.00% | 8q | HELD |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $3.6K | 149 | 0.00% | 6q | HELD |
| Triumph Capital Management | $2.1K | 87 | 0.00% | 3q | HELD |
| Harborfront Financial Group LLC | $481 | 20 | 0.00% | new | NEW |
| AE Wealth Management LLC | $9 | none filed | 0.00% | 3q | HELD |
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 | 8 | $44.2M | 1,951,346 | 0 | 4 | 1 | 0.0% |
| Q2 2026 | 40 | $183.0M | 7,640,388 | 8 | 11 | 12 | 0.0% |
| Q1 2026 | 35 | $147.4M | 6,296,459 | 4 | 16 | 9 | 0.0% |
| Q4 2025 | 34 | $222.6M | 9,272,526 | 6 | 17 | 8 | 0.0% |
| Q3 2025 | 34 | $212.8M | 8,945,644 | 5 | 17 | 9 | 0.0% |
| Q2 2025 | 33 | $226.3M | 9,703,098 | 8 | 13 | 10 | 0.0% |
| Q1 2025 | 27 | $219.8M | 9,619,034 | 3 | 13 | 7 | 0.0% |
| Q4 2024 | 28 | $192.0M | 8,512,652 | 5 | 11 | 6 | 0.0% |
| Q3 2024 | 27 | $178.9M | 7,613,309 | 7 | 10 | 8 | 0.0% |
| Q2 2024 | 23 | $148.7M | 6,615,568 | 3 | 9 | 7 | 0.0% |
| Q1 2024 | 23 | $145.0M | 6,437,311 | 5 | 12 | 3 | 0.0% |
| Q4 2023 | 19 | $135.4M | 6,039,564 | 5 | 10 | 2 | 0.0% |
| Q3 2023 | 20 | $127.9M | 6,112,895 | 5 | 6 | 7 | 0.0% |
| Q2 2023 | 18 | $112.7M | 5,174,186 | 2 | 8 | 7 | 0.0% |
| Q1 2023 | 17 | $120.3M | 5,527,807 | 3 | 9 | 2 | 0.0% |
| Q4 2022 | 17 | $102.2M | 4,748,605 | 6 | 6 | 3 | 0.0% |
| Q3 2022 | 14 | $92.3M | 4,600,926 | 6 | 2 | 3 | 0.0% |
| Q2 2022 | 10 | $96.4M | 4,542,937 | 2 | 4 | 3 | 0.0% |
| Q1 2022 | 11 | $199.4M | 8,313,386 | 3 | 4 | 3 | 0.0% |
| Q4 2021 | 10 | $80.1M | 3,086,069 | 4 | 4 | 0 | 0.0% |
| Q3 2021 | 7 | $69.3M | 2,613,627 | 1 | 3 | 3 | 0.0% |
| Q2 2021 | 6 | $69.7M | 2,584,922 | 1 | 3 | 1 | 0.0% |
| Q1 2021 | 6 | $51.2M | 1,938,651 | 3 | 1 | 1 | 0.0% |
| Q4 2020 | 5 | $48.3M | 1,740,333 | 1 | 3 | 0 | 0.0% |
| Q3 2020 | 4 | $41.2M | 1,560,750 | 1 | 0 | 2 | 0.0% |
| Q2 2020 | 3 | $43.6M | 1,675,988 | 3 | 0 | 0 | 0.0% |
