DaveManuel.com · Institutional Ownership · Who Owns It
GLOBAL X FDS GLB X GURU INDEX (GURU)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
20
Reporting holders
$5.6M
Reported value
0.0%
Calls
0.0%
Puts
+2
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 |
|---|---|---|---|---|---|
| MORGAN STANLEY | $979.2K | 13,979 | 0.00% | 35q | -15.6%-$180.8K |
| RAYMOND JAMES FINANCIAL INC | $903.9K | 12,905 | 0.00% | 5q | +19.1%+$144.7K |
| LPL Financial LLC | $820.0K | 11,708 | 0.00% | 6q | -22.7%-$240.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $609.2K | 8,697 | 0.00% | 3q | +66.3%+$242.8K |
| CITADEL ADVISORS LLC | $513.1K | 7,326 | 0.00% | 3q | +54.3%+$180.6K |
| Private Advisor Group, LLC | $512.6K | 7,318 | 0.00% | 14q | +2.1%+$10.6K |
| Cambridge Investment Research Advisors, Inc. | $482.0K | 6,882 | 0.00% | new | NEW |
| Banco Santander, S.A. | $336.6K | 4,805 | 0.00% | new | NEW |
| FMR LLC | $240.1K | 3,429 | 0.00% | 4q | -0.8%-$2.0K |
| UBS Group AG | $71.0K | 1,013 | 0.00% | 2q | +27.3%+$15.2K |
| SOA Wealth Advisors, LLC. | $56.0K | 800 | 0.01% | 23q | HELD |
| Federation des caisses Desjardins du Quebec | $35.0K | 500 | 0.00% | 38q | HELD |
| BLAIR WILLIAM & CO/IL | $16.5K | 236 | 0.00% | 2q | HELD |
| OSAIC HOLDINGS, INC. | $10.5K | 150 | 0.00% | 26q | HELD |
| VANGUARD ADVISERS INC | $4.9K | 70 | 0.00% | 2q | +2.9% |
| Kilter Group LLC | $4.9K | 70 | 0.00% | 5q | HELD |
| Clearstead Advisors, LLC | $3.6K | 51 | 0.00% | 6q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2.6K | 37 | 0.00% | new | NEW |
| Steward Partners Investment Advisory, LLC | $140 | 2 | 0.00% | new | NEW |
| Main Street Group, LTD | $70 | 1 | 0.00% | 2q | 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 | 3 | $6.8K | 100 | 2 | 0 | 0 | 0.0% |
| Q2 2026 | 20 | $5.6M | 79,979 | 4 | 6 | 3 | 0.0% |
| Q1 2026 | 18 | $3.9M | 68,890 | 3 | 4 | 3 | 0.0% |
| Q4 2025 | 18 | $4.4M | 70,351 | 6 | 3 | 0 | 0.0% |
| Q3 2025 | 18 | $4.0M | 66,464 | 2 | 3 | 2 | 0.0% |
| Q2 2025 | 17 | $3.4M | 63,708 | 6 | 3 | 2 | 0.0% |
| Q1 2025 | 13 | $2.0M | 41,110 | 5 | 2 | 1 | 0.0% |
| Q4 2024 | 9 | $1.9M | 38,138 | 1 | 2 | 1 | 0.0% |
| Q3 2024 | 11 | $2.0M | 42,477 | 2 | 3 | 1 | 0.0% |
| Q2 2024 | 10 | $1.3M | 30,090 | 1 | 1 | 4 | 0.0% |
| Q1 2024 | 12 | $3.6M | 81,580 | 1 | 1 | 4 | 0.0% |
| Q4 2023 | 12 | $2.6M | 63,798 | 2 | 3 | 2 | 0.0% |
| Q3 2023 | 11 | $1.6M | 43,890 | 1 | 2 | 1 | 0.0% |
| Q2 2023 | 14 | $1.5M | 41,469 | 1 | 1 | 3 | 0.0% |
| Q1 2023 | 15 | $2.2M | 61,632 | 5 | 1 | 2 | 0.0% |
| Q4 2022 | 13 | $1.4M | 40,938 | 2 | 1 | 4 | 0.0% |
| Q3 2022 | 11 | $1.5M | 46,354 | 0 | 3 | 3 | 0.0% |
| Q2 2022 | 13 | $1.7M | 52,119 | 1 | 2 | 3 | 0.0% |
| Q1 2022 | 15 | $2.4M | 58,417 | 2 | 2 | 7 | 0.0% |
| Q4 2021 | 15 | $3.5M | 73,339 | 1 | 4 | 3 | 0.0% |
| Q3 2021 | 16 | $3.5M | 71,230 | 2 | 6 | 4 | 0.0% |
| Q2 2021 | 17 | $3.3M | 67,550 | 3 | 2 | 5 | 0.0% |
| Q1 2021 | 16 | $5.1M | 110,527 | 1 | 7 | 5 | 0.0% |
| Q4 2020 | 14 | $5.0M | 114,225 | 2 | 3 | 6 | 0.0% |
| Q3 2020 | 14 | $23.5M | 619,361 | 2 | 4 | 5 | 0.0% |
| Q2 2020 | 15 | $20.6M | 602,505 | 4 | 2 | 5 | 0.0% |
| Q1 2020 | 13 | $16.4M | 603,838 | 2 | 2 | 5 | 0.0% |
| Q4 2019 | 17 | $71.5M | 1,983,993 | 2 | 0 | 5 | 0.0% |
| Q3 2019 | 18 | $66.9M | 2,013,683 | 1 | 5 | 4 | 0.0% |
| Q2 2019 | 21 | $68.7M | 2,058,387 | 3 | 6 | 7 | 0.0% |
| Q1 2019 | 19 | $61.9M | 1,932,594 | 1 | 9 | 3 | 0.0% |
| Q4 2018 | 21 | $54.0M | 1,957,227 | 1 | 0 | 1 | 0.0% |