DaveManuel.com · Institutional Ownership · Who Owns It
GLOBAL X FDS (EMC)
Institutional ownership reported to the SEC as of Q2 2026, across 14 quarters.
34
Reporting holders
$27.8M
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 |
|---|---|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $8.1M | 216,122 | 0.00% | 13q | +169.0%+$5.1M |
| MORGAN STANLEY | $4.5M | 118,996 | 0.00% | 13q | -10.2%-$510.0K |
| UBS Group AG | $3.8M | 101,423 | 0.00% | 13q | -15.4%-$693.5K |
| LPL Financial LLC | $1.3M | 33,850 | 0.00% | 13q | -3.5%-$45.5K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.1M | 29,419 | 0.00% | 13q | -40.0%-$737.5K |
| Rockefeller Capital Management L.P. | $847.2K | 22,506 | 0.00% | 5q | -1.2%-$10.1K |
| Cetera Investment Advisers | $804.2K | 21,364 | 0.00% | 5q | +16.9%+$116.0K |
| Cambridge Investment Research Advisors, Inc. | $788.0K | 20,914 | 0.00% | 4q | +86.6%+$365.7K |
| Cerity Partners LLC | $624.1K | 16,579 | 0.00% | 13q | -72.1%-$1.6M |
| OLD MISSION CAPITAL LLC | $615.9K | 16,362 | 0.01% | 4q | -60.0%-$924.5K |
| Morton Capital Management LLC/CA | $614.1K | 16,314 | 0.08% | 13q | HELD |
| CITADEL ADVISORS LLC | $606.8K | 16,121 | 0.00% | new | NEW |
| RAYMOND JAMES FINANCIAL INC | $553.5K | 14,705 | 0.00% | 7q | -12.6%-$79.7K |
| Janney Montgomery Scott LLC | $396.0K | 10,522 | 0.00% | new | NEW |
| Diversify Advisory Services, LLC | $371.0K | 10,580 | 0.01% | 10q | -5.3%-$20.9K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $371.0K | 10,580 | 0.01% | 2q | -20.9%-$98.0K |
| JANE STREET GROUP, LLC | $337.1K | 8,956 | 0.00% | new | NEW |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $308.9K | 8,325 | 0.00% | 12q | +9.0%+$25.4K |
| CRUX WEALTH ADVISORS | $287.1K | 7,627 | 0.10% | 7q | -2.2%-$6.5K |
| ROYAL BANK OF CANADA | $283.0K | 7,512 | 0.00% | 13q | -12.1%-$38.9K |
| Park Edge Advisors, LLC | $280.6K | 7,455 | 0.06% | 12q | HELD |
| SPIREPOINT PRIVATE CLIENT, LLC | $279.4K | 7,422 | 0.02% | 2q | +11.2%+$28.1K |
| Private Advisor Group, LLC | $210.9K | 5,603 | 0.00% | new | NEW |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $161.6K | 4,294 | 0.00% | 3q | HELD |
| OSAIC HOLDINGS, INC. | $100.6K | 2,673 | 0.00% | 13q | +398.7%+$80.5K |
| Steward Partners Investment Advisory, LLC | $86.0K | 2,284 | 0.00% | 13q | -2.3%-$2.0K |
| WELLS FARGO & COMPANY/MN | $23.3K | 620 | 0.00% | 2q | HELD |
| Ascentis Independent Advisors | $18.2K | 484 | 0.05% | 2q | HELD |
| FIFTH THIRD BANCORP | $14.9K | 396 | 0.00% | 2q | HELD |
| LANARK FINANCIAL, INC. | $14.3K | 381 | 0.00% | 6q | HELD |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | $11.8K | 312 | 0.00% | 2q | HELD |
| EVERMAY WEALTH MANAGEMENT LLC | $9.1K | 241 | 0.00% | 13q | -50.9%-$9.4K |
| Aptus Capital Advisors, LLC | $7.9K | 210 | 0.00% | 5q | HELD |
| BLAIR WILLIAM & CO/IL | $4.7K | 126 | 0.00% | 13q | 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 | 7 | $2.1M | 57,674 | 1 | 1 | 0 | 0.0% |
| Q2 2026 | 34 | $27.8M | 741,278 | 4 | 6 | 14 | 0.0% |
| Q1 2026 | 34 | $21.6M | 695,268 | 7 | 1 | 16 | 0.0% |
| Q4 2025 | 35 | $35.7M | 1,160,043 | 2 | 6 | 16 | 0.0% |
| Q3 2025 | 39 | $41.1M | 1,318,270 | 6 | 5 | 14 | 0.0% |
| Q2 2025 | 35 | $41.2M | 1,403,783 | 5 | 5 | 12 | 0.0% |
| Q1 2025 | 35 | $41.8M | 1,598,494 | 3 | 5 | 18 | 0.0% |
| Q4 2024 | 36 | $59.3M | 2,274,905 | 3 | 3 | 16 | 0.0% |
| Q3 2024 | 37 | $85.2M | 3,065,806 | 6 | 6 | 17 | 0.0% |
| Q2 2024 | 33 | $92.7M | 3,427,404 | 2 | 3 | 19 | 0.0% |
| Q1 2024 | 35 | $198.5M | 7,591,783 | 3 | 8 | 16 | 0.0% |
| Q4 2023 | 38 | $164.0M | 6,457,895 | 1 | 3 | 26 | 0.0% |
| Q3 2023 | 48 | $147.5M | 6,212,117 | 7 | 5 | 25 | 0.0% |
| Q2 2023 | 42 | $219.7M | 8,802,597 | 41 | 0 | 0 | 0.0% |