DaveManuel.com · Institutional Ownership · Who Owns It
GLOBAL X FDS (LIT)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
300
Reporting holders
$495.5M
Reported value
5.2%
Calls
2.1%
Puts
+12
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 | $102.7M | 1,311,780 | 0.02% | 31q | +5.7%+$5.5M |
| MORGAN STANLEY | $30.1M | 385,120 | 0.00% | 35q | +22.0%+$5.4M |
| BANK OF AMERICA CORP /DE/ | $26.0M | 331,769 | 0.00% | 31q | -2.5%-$677.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $24.3M incl. $15.1M options CALL+PUT | 117,503 | 0.00% | 31q | -30.7%-$10.7M |
| BW Gestao de Investimentos Ltda. | $20.2M | 258,000 | 0.40% | 2q | +50.0%+$6.7M |
| BNP PARIBAS FINANCIAL MARKETS | $16.6M | 211,485 | 0.01% | 31q | +1.0%+$161.5K |
| Whitcomb & Hess, Inc. | $13.9M | 177,640 | 3.00% | 10q | -1.0%-$145.3K |
| Chicago Wealth Management, Inc. | $13.5M | 172,824 | 4.80% | 3q | +75.0%+$5.8M |
| UBS Group AG | $10.3M | 131,243 | 0.00% | 31q | -19.6%-$2.5M |
| CITADEL ADVISORS LLC | $10.2M CALL+PUT | options only | 0.00% | 31q | OPTIONS |
| Steward Partners Investment Advisory, LLC | $10.1M | 129,207 | 0.05% | 29q | -63.4%-$17.5M |
| PNC Financial Services Group, Inc. | $8.8M | 111,999 | 0.00% | 31q | -2.1%-$188.2K |
| WELLS FARGO & COMPANY/MN | $8.7M | 110,897 | 0.00% | 31q | +8.3%+$663.3K |
| ROYAL BANK OF CANADA | $8.4M | 107,873 | 0.00% | 31q | -0.9%-$74.5K |
| Qube Research & Technologies Ltd | $8.3M | 105,683 | 0.01% | new | NEW |
| Longbow Finance SA | $6.2M | 80,000 | 0.80% | 15q | HELD |
| Horizon Wealth Management, LLC | $5.6M | 71,809 | 0.72% | new | NEW |
| Cetera Investment Advisers | $5.6M | 71,694 | 0.01% | 23q | HELD |
| RAYMOND JAMES FINANCIAL INC | $5.5M | 70,085 | 0.00% | 7q | +10.1%+$502.3K |
| Baker Avenue Asset Management, LP | $4.7M | 60,226 | 0.09% | 3q | +2.6%+$121.2K |
| PEAK6 LLC | $4.3M CALL+PUT | options only | 0.01% | 4q | OPTIONS |
| JPMORGAN CHASE & CO | $4.3M | 55,038 | 0.00% | 27q | -1.7%-$73.4K |
| Lake Hills Wealth Management, LLC | $4.2M | 54,188 | 1.93% | 2q | -3.0%-$129.4K |
| ENVESTNET ASSET MANAGEMENT INC | $4.1M | 52,992 | 0.00% | 28q | -9.3%-$426.1K |
| Cambridge Investment Research Advisors, Inc. | $4.1M | 52,808 | 0.00% | 29q | +60.2%+$1.6M |
| MML INVESTORS SERVICES, LLC | $3.9M | 49,427 | 0.01% | 27q | HELD |
| Walleye Trading LLC | $3.8M incl. $2.2M options CALL+PUT | 20,326 | 0.00% | 3q | HELD |
| Quadrature Capital Ltd | $3.4M | 43,677 | 0.03% | new | NEW |
| AMERIPRISE FINANCIAL INC | $3.3M | 41,754 | 0.00% | 13q | -57.8%-$4.5M |
| Wealthfront Advisers LLC | $3.3M | 41,639 | 0.01% | 20q | +4.1%+$128.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | $3.0M | 37,954 | 0.00% | 31q | -10.2%-$339.3K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $3.0M | 37,914 | 0.00% | 3q | +108.6%+$1.5M |
| JANE STREET GROUP, LLC | $3.0M CALL+PUT | options only | 0.00% | 26q | OPTIONS |
| Summit Financial, LLC | $2.9M | 37,453 | 0.03% | 2q | +11.4%+$302.3K |
| Ipsen Advisor Group LLC | $2.9M | 37,097 | 1.87% | 7q | HELD |
| JUNCTURE WEALTH STRATEGIES, LLC | $2.9M | 37,038 | 0.75% | 3q | +84.9%+$1.3M |
| D. E. Shaw & Co., Inc. | $2.8M | 36,381 | 0.00% | new | NEW |
| CX Institutional | $2.8M | 35,888 | 0.08% | 15q | -0.5%-$14.5K |
| Innovative Advisory Group, LLC | $2.8M | 35,473 | 2.11% | new | NEW |
| MARSHALL INVESTMENT MANAGEMENT, LLC | $2.8M | 35,398 | 1.15% | 4q | +12.9%+$316.6K |
| OSAIC HOLDINGS, INC. | $2.7M | 34,757 | 0.00% | 26q | +36.4%+$726.1K |
| Moran Wealth Management, LLC | $2.7M | 34,082 | 0.07% | 6q | +7.8%+$193.4K |
| HUB Investment Partners, LLC | $2.6M | 33,336 | 0.05% | 2q | HELD |
| Q3 Asset Management | $2.5M | 31,300 | 0.45% | 2q | +42.4%+$729.3K |
| IFG Advisory, LLC | $2.4M | 30,194 | 0.08% | new | NEW |
| Canal Insurance CO | $2.3M | 30,000 | 0.51% | 21q | HELD |
| HARBOUR INVESTMENTS, INC. | $2.2M | 28,150 | 0.03% | 21q | +26.3%+$459.2K |
| OLD MISSION CAPITAL LLC | $2.0M | 24,923 | 0.03% | 2q | +347.1%+$1.5M |
| Fortis Group Advisors, LLC | $2.0M | 24,918 | 0.31% | 3q | +6.0%+$110.1K |
| Ameritas Advisory Services, LLC | $1.8M | 23,098 | 0.04% | 19q | +28.2%+$397.7K |
| GTS SECURITIES LLC | $1.7M | 22,171 | 0.04% | 3q | +173.8%+$1.1M |
| One Capital Management, LLC | $1.5M | 20,239 | 0.04% | 3q | HELD |
| Integrated Wealth Concepts LLC | $1.5M | 18,750 | 0.01% | 22q | +9.9%+$132.1K |
| CITIGROUP INC | $1.4M | 18,118 | 0.00% | 31q | -6.7%-$101.1K |
| SG Americas Securities, LLC | $1.4M | 17,710 | 0.00% | 2q | +563.0%+$1.2M |
| Kestra Advisory Services, LLC | $1.3M | 17,226 | 0.00% | 23q | -6.2%-$88.7K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.3M | 16,135 | 0.00% | 29q | -6.3%-$85.6K |
| STIFEL FINANCIAL CORP | $1.2M | 15,518 | 0.00% | 26q | -4.6%-$58.6K |
| GOLDMAN SACHS GROUP INC | $1.2M | 14,734 | 0.00% | 20q | -16.1%-$221.6K |
| Equitable Holdings, Inc. | $1.1M | 14,548 | 0.01% | 4q | +24.5%+$224.4K |
| INDEPENDENT FINANCIAL GROUP, LLC | $1.1M | 13,909 | 0.02% | 3q | +336.6%+$839.4K |
| SCOTIA CAPITAL INC. | $1.1M | 13,824 | 0.00% | 25q | -38.9%-$689.0K |
| AXXCESS WEALTH MANAGEMENT, LLC | $1.0M | 13,382 | 0.02% | new | NEW |
| JONES FINANCIAL COMPANIES LLLP | $1.0M | 13,698 | 0.00% | 9q | HELD |
| Sage Capital Management, LLC | $1.0M | 12,942 | 0.40% | 11q | HELD |
| Point72 Asset Management, L.P. | $962.5K incl. $923.7K options CALL+PUT | 495 | 0.00% | 3q | -98.8%-$81.5M |
| Private Advisor Group, LLC | $946.3K | 12,088 | 0.00% | 23q | -1.8%-$17.1K |
| TRUIST FINANCIAL CORP | $921.0K | 11,766 | 0.00% | 24q | -3.5%-$33.3K |
| MILLENNIUM MANAGEMENT LLC | $916.1K | 11,703 | 0.00% | 2q | +67.6%+$369.6K |
| HighTower Advisors, LLC | $894.4K | 11,425 | 0.00% | 25q | -9.9%-$98.6K |
| PETRA FINANCIAL ADVISORS INC | $869.9K | 11,113 | 0.40% | 2q | +13.1%+$101.1K |
| Kraft, Davis & Associates, LLC | $866.1K | 12,068 | 0.18% | 5q | +1.0%+$8.2K |
| Janney Montgomery Scott LLC | $854.0K | 10,913 | 0.00% | 23q | -8.7%-$81.4K |
| Mirae Asset Global Investments Co., Ltd. | $800.8K | 10,230 | 0.00% | 31q | HELD |
| Tidal Investments LLC | $778.1K incl. $524.5K options CALL | 3,240 | 0.00% | 2q | HELD |
| FLAGSHIP HARBOR ADVISORS, LLC | $739.6K | 9,448 | 0.03% | 19q | +50.4%+$247.8K |
| Snowden Capital Advisors LLC | $707.5K | 9,001 | 0.02% | 22q | -2.9%-$21.3K |
| Arax Advisory Partners | $685.2K | 8,753 | 0.00% | 5q | +37.8%+$188.0K |
| Western Wealth Management, LLC | $666.4K | 8,514 | 0.02% | 2q | +51.3%+$226.1K |
| Creative Planning | $660.5K | 8,437 | 0.00% | 24q | +7.1%+$44.0K |
| VVR Holdings LLC | $611.8K | 7,815 | 0.26% | 3q | +19.7%+$100.8K |
| Wealthspire Advisors, LLC | $601.2K | 7,680 | 0.00% | 4q | HELD |
| Belpointe Asset Management LLC | $578.8K | 7,394 | 0.02% | 4q | -29.9%-$247.4K |
| Destination Wealth Management | $574.6K | 7,341 | 0.01% | 22q | +0.8%+$4.5K |
| Quantum Portfolio Management LLC | $558.0K | 7,128 | 0.20% | 2q | +122.7%+$307.4K |
| BANK OF MONTREAL /CAN/ | $545.8K | 6,972 | 0.00% | 31q | -97.2%-$18.7M |
| Sanctuary Advisors, LLC | $537.8K | 6,870 | 0.00% | 9q | -8.7%-$51.2K |
| GROUP ONE TRADING LLC | $519.1K | 6,631 | 0.00% | new | NEW |
| Rockefeller Capital Management L.P. | $513.0K | 6,552 | 0.00% | 4q | +6.7%+$32.3K |
| Quantinno Capital Management LP | $509.3K | 6,506 | 0.00% | new | NEW |
| VestGen Advisors, LLC | $504.9K | 6,450 | 0.01% | 4q | -3.4%-$17.7K |
| Evolution Wealth Advisors, LLC | $504.9K | 6,450 | 0.06% | 10q | HELD |
| US BANCORP \DE\ | $499.8K | 6,385 | 0.00% | 31q | -6.2%-$33.2K |
| Cerity Partners LLC | $497.3K | 6,353 | 0.00% | 3q | +7.0%+$32.5K |
| INSIGNEO ADVISORY SERVICES, LLC | $494.7K | 6,319 | 0.02% | 15q | +67.2%+$198.8K |
| Wick Capital Partners, LLC | $494.1K | 6,221 | 0.07% | 3q | -0.5%-$2.6K |
| StoneX Group Inc. | $490.4K | 6,153 | 0.02% | 31q | +14.4%+$61.8K |
| Great Diamond Partners, LLC | $478.2K | 6,109 | 0.08% | 2q | -13.8%-$76.8K |
| MATHER GROUP, LLC. | $470.3K | 6,008 | 0.00% | 2q | +8.6%+$37.2K |
| MERCER GLOBAL ADVISORS INC /ADV | $466.3K | 5,957 | 0.00% | 4q | -16.3%-$90.7K |
Showing the largest 100 of 300 reported holders.
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 | 75 | $36.9M | 539,528 | 12 | 13 | 13 | 0.0% |
| Q2 2026 | 300 | $495.5M | 5,870,191 | 39 | 71 | 72 | 7.3% |
| Q1 2026 | 288 | $455.4M | 5,796,460 | 42 | 54 | 76 | 5.3% |
| Q4 2025 | 285 | $388.6M | 5,699,358 | 50 | 52 | 66 | 4.7% |
| Q3 2025 | 253 | $344.7M | 5,472,585 | 47 | 49 | 58 | 9.9% |
| Q2 2025 | 235 | $140.5M | 3,500,322 | 18 | 26 | 81 | 4.1% |
| Q1 2025 | 246 | $164.5M | 3,957,516 | 22 | 39 | 84 | 6.7% |
| Q4 2024 | 276 | $229.4M | 4,955,904 | 24 | 35 | 93 | 11.8% |
| Q3 2024 | 282 | $315.3M | 5,901,288 | 24 | 37 | 110 | 18.5% |
| Q2 2024 | 302 | $334.7M | 6,553,168 | 22 | 42 | 119 | 23.6% |
| Q1 2024 | 337 | $432.0M | 8,674,694 | 27 | 79 | 121 | 8.8% |
| Q4 2023 | 385 | $514.7M | 9,357,752 | 39 | 63 | 151 | 7.7% |
| Q3 2023 | 391 | $639.0M | 10,932,252 | 36 | 85 | 138 | 6.4% |
| Q2 2023 | 424 | $754.8M | 10,674,791 | 48 | 102 | 123 | 8.4% |
| Q1 2023 | 410 | $753.3M | 10,907,467 | 38 | 106 | 143 | 8.4% |
| Q4 2022 | 419 | $1.1B | 18,108,284 | 42 | 89 | 150 | 7.1% |
| Q3 2022 | 420 | $4.2B | 62,309,599 | 37 | 128 | 116 | 1.9% |
| Q2 2022 | 437 | $5.1B | 68,759,214 | 49 | 120 | 135 | 1.4% |
| Q1 2022 | 445 | $6.1B | 78,092,576 | 54 | 176 | 97 | 2.2% |
| Q4 2021 | 453 | $9.8B | 113,976,171 | 85 | 175 | 66 | 1.5% |
| Q3 2021 | 363 | $9.7B | 116,843,030 | 78 | 142 | 58 | 1.7% |
| Q2 2021 | 309 | $5.1B | 68,147,753 | 71 | 116 | 48 | 3.2% |
| Q1 2021 | 265 | $2.9B | 45,897,301 | 92 | 90 | 37 | 7.4% |
| Q4 2020 | 192 | $3.8B | 59,018,555 | 67 | 66 | 11 | 3.3% |
| Q3 2020 | 125 | $1.1B | 27,629,997 | 35 | 27 | 22 | 1.3% |
| Q2 2020 | 102 | $767.3M | 24,027,334 | 23 | 20 | 23 | 0.9% |
| Q1 2020 | 89 | $340.4M | 15,436,896 | 14 | 28 | 19 | 1.5% |
| Q4 2019 | 92 | $459.5M | 16,725,398 | 14 | 14 | 28 | 0.4% |
| Q3 2019 | 86 | $458.0M | 18,712,737 | 5 | 15 | 26 | 0.4% |
| Q2 2019 | 98 | $745.0M | 28,391,422 | 17 | 18 | 23 | 0.6% |
| Q1 2019 | 98 | $567.2M | 19,944,752 | 11 | 23 | 27 | 0.4% |
| Q4 2018 | 100 | $582.4M | 22,516,742 | 1 | 0 | 4 | 1.1% |