DaveManuel.com · Institutional Ownership · Who Owns It
GLOBAL X FDS (HERO)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
51
Reporting holders
$15.6M
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 |
|---|---|---|---|---|---|
| LPL Financial LLC | $2.4M | 97,854 | 0.00% | 25q | -27.4%-$914.6K |
| Daiwa Securities Group Inc. | $1.5M | 58,909 | 0.00% | 24q | -25.3%-$495.3K |
| Lane Generational LLC | $1.2M | 46,713 | 1.02% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $947.9K | 38,275 | 0.00% | 10q | +9.6%+$82.8K |
| JANE STREET GROUP, LLC | $939.8K | 37,948 | 0.00% | 3q | +37.7%+$257.5K |
| Cetera Investment Advisers | $916.3K | 36,999 | 0.00% | 10q | +10.9%+$90.4K |
| BANK OF AMERICA CORP /DE/ | $888.2K | 35,866 | 0.00% | 25q | -91.4%-$9.5M |
| GTS SECURITIES LLC | $767.2K | 30,981 | 0.02% | 6q | +214.2%+$523.0K |
| Arax Advisory Partners | $754.2K | 30,454 | 0.00% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $591.3K | 23,877 | 0.00% | new | NEW |
| CITADEL ADVISORS LLC | $549.8K | 22,203 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $536.4K | 21,669 | 0.00% | 25q | +8.8%+$43.2K |
| Focus Partners Wealth | $453.6K | 18,317 | 0.00% | 11q | -7.3%-$35.9K |
| Cambridge Investment Research Advisors, Inc. | $440.0K | 17,734 | 0.00% | 24q | +63.3%+$170.6K |
| Archford Capital Strategies, LLC | $399.2K | 16,120 | 0.04% | 9q | +5.9%+$22.2K |
| NANO CAP NEW MILLENNIUM GROWTH FUND L P | $371.5K | 15,000 | 0.29% | 3q | HELD |
| CreativeOne Wealth, LLC | $293.9K | 11,867 | 0.01% | 10q | -9.1%-$29.4K |
| RAYMOND JAMES FINANCIAL INC | $287.7K | 11,619 | 0.00% | 7q | +13.9%+$35.2K |
| RFG Advisory, LLC | $248.0K | 10,014 | 0.00% | 5q | HELD |
| Wealthfront Advisers LLC | $244.4K | 9,868 | 0.00% | 8q | +16.2%+$34.1K |
| APPLETON PARTNERS INC/MA | $206.0K | 8,307 | 0.01% | 19q | -31.7%-$95.5K |
| JONES FINANCIAL COMPANIES LLLP | $123.3K | 5,158 | 0.00% | 9q | -19.4%-$29.8K |
| Farther Finance Advisors, LLC | $119.1K | 4,810 | 0.00% | 4q | HELD |
| SBI Securities Co., Ltd. | $104.3K | 4,211 | 0.00% | 7q | -10.9%-$12.8K |
| UBS Group AG | $87.9K | 3,549 | 0.00% | 26q | -5.3%-$4.9K |
| MORGAN STANLEY | $49.1K | 1,981 | 0.00% | 23q | +3.9%+$1.9K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $47.9K | 1,936 | 0.00% | 24q | +14.5%+$6.1K |
| ROYAL BANK OF CANADA | $38.0K | 1,528 | 0.00% | 26q | -19.1%-$9.0K |
| Federation des caisses Desjardins du Quebec | $28.7K | 1,163 | 0.00% | 15q | HELD |
| HARBOUR INVESTMENTS, INC. | $18.0K | 727 | 0.00% | 2q | -37.5%-$10.8K |
| NewEdge Advisors, LLC | $16.5K | 667 | 0.00% | 15q | -15.0%-$2.9K |
| PNC Financial Services Group, Inc. | $14.0K | 566 | 0.00% | 16q | -90.7%-$136.6K |
| Financial Perspectives, Inc | $13.5K | 544 | 0.00% | 23q | HELD |
| Steward Partners Investment Advisory, LLC | $12.3K | 495 | 0.00% | 6q | HELD |
| TUCKER ASSET MANAGEMENT LLC | $11.4K | 462 | 0.00% | 5q | HELD |
| AE Wealth Management LLC | $9.3K | 374 | 0.00% | 7q | -3.6% |
| NATIONAL BANK OF CANADA /FI/ | $8.9K | 361 | 0.00% | 19q | HELD |
| Aptus Capital Advisors, LLC | $7.7K | 310 | 0.00% | 10q | HELD |
| AMERIFLEX GROUP, INC. | $6.4K | 260 | 0.00% | 3q | HELD |
| Qube Research & Technologies Ltd | $4.7K | 190 | 0.00% | 8q | -6.4% |
| Steigerwald, Gordon & Koch Inc. | $4.4K | 177 | 0.00% | 4q | HELD |
| VALLEY NATIONAL ADVISERS INC | $2.0K | 82 | 0.00% | 22q | HELD |
| Rockefeller Capital Management L.P. | $1.1K | 44 | 0.00% | 4q | HELD |
| FMR LLC | $890 | 36 | 0.00% | 15q | +9.1% |
| SHP Wealth Management | $768 | 31 | 0.00% | 3q | HELD |
| HIGHLINE WEALTH PARTNERS LLC | $287 | 12 | 0.00% | 16q | HELD |
| Smartleaf Asset Management LLC | $222 | 9 | 0.00% | 11q | HELD |
| Fourth Dimension Wealth, LLC | $198 | 8 | 0.00% | 7q | HELD |
| Accordant Advisory Group Inc | $50 | 2 | 0.00% | 2q | HELD |
| JPMORGAN CHASE & CO | $49 | 2 | 0.00% | 4q | HELD |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $25 | 1 | 0.00% | 8q | -98.7%-$1.9K |
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 | $2.5M | 92,183 | 2 | 1 | 1 | 0.0% |
| Q2 2026 | 51 | $15.6M | 630,290 | 4 | 12 | 16 | 0.0% |
| Q1 2026 | 56 | $24.9M | 966,207 | 6 | 9 | 22 | 0.0% |
| Q4 2025 | 58 | $40.2M | 1,350,001 | 5 | 6 | 27 | 0.0% |
| Q3 2025 | 65 | $83.9M | 2,476,176 | 7 | 18 | 24 | 0.0% |
| Q2 2025 | 66 | $82.2M | 2,510,555 | 16 | 17 | 19 | 0.0% |
| Q1 2025 | 57 | $30.9M | 1,237,981 | 9 | 14 | 22 | 0.0% |
| Q4 2024 | 56 | $30.7M | 1,308,412 | 10 | 14 | 16 | 0.0% |
| Q3 2024 | 51 | $38.1M | 1,566,795 | 6 | 15 | 16 | 0.0% |
| Q2 2024 | 53 | $39.8M | 1,860,047 | 7 | 10 | 21 | 0.0% |
| Q1 2024 | 55 | $46.9M | 2,244,198 | 8 | 17 | 13 | 0.9% |
| Q4 2023 | 56 | $43.0M | 2,115,499 | 8 | 8 | 22 | 0.7% |
| Q3 2023 | 54 | $43.9M | 2,345,020 | 5 | 9 | 18 | 0.4% |
| Q2 2023 | 53 | $83.6M | 4,071,594 | 2 | 13 | 23 | 0.2% |
| Q1 2023 | 60 | $69.9M | 3,434,693 | 5 | 16 | 26 | 0.0% |
| Q4 2022 | 67 | $65.7M | 3,494,169 | 17 | 9 | 29 | 0.3% |
| Q3 2022 | 63 | $236.2M | 13,261,646 | 9 | 12 | 26 | 0.0% |
| Q2 2022 | 63 | $100.5M | 4,844,659 | 5 | 14 | 25 | 0.0% |
| Q1 2022 | 70 | $146.3M | 5,809,822 | 4 | 31 | 21 | 0.2% |
| Q4 2021 | 86 | $221.2M | 7,809,478 | 14 | 21 | 24 | 0.3% |
| Q3 2021 | 74 | $248.5M | 8,920,556 | 8 | 31 | 13 | 0.5% |
| Q2 2021 | 82 | $290.1M | 8,872,161 | 11 | 35 | 18 | 1.2% |
| Q1 2021 | 82 | $327.9M | 9,964,354 | 27 | 33 | 10 | 4.4% |
| Q4 2020 | 58 | $273.0M | 8,682,684 | 18 | 26 | 5 | 1.2% |
| Q3 2020 | 48 | $873.8M | 32,172,573 | 24 | 17 | 1 | 0.0% |
| Q2 2020 | 26 | $467.9M | 20,267,591 | 20 | 3 | 1 | 0.0% |
| Q1 2020 | 7 | $62.2M | 3,789,661 | 5 | 1 | 0 | 0.0% |
| Q4 2019 | 2 | $1.1M | 54,433 | 1 | 0 | 0 | 0.0% |
| Q3 2019 | 1 | $340.0K | 10,519 | 0 | 0 | 0 | 0.0% |
| Q2 2019 | 1 | $340.0K | 10,519 | 0 | 0 | 0 | 0.0% |
| Q1 2019 | 1 | $340.0K | 10,519 | 1 | 0 | 0 | 0.0% |