DaveManuel.com · Institutional Ownership · Who Owns It
GLOBAL X FDS (PFFD)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
284
Reporting holders
$1.2B
Reported value
0.0%
Calls
0.0%
Puts
-1
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 |
|---|---|---|---|---|---|
| Orgel Wealth Management, LLC | $127.6M | 6,826,192 | 2.42% | 5q | -3.1%-$4.1M |
| BANK OF AMERICA CORP /DE/ | $95.0M | 5,082,251 | 0.01% | 31q | -4.2%-$4.2M |
| LPL Financial LLC | $63.5M | 3,399,971 | 0.01% | 31q | -5.8%-$3.9M |
| Global X Japan Co., Ltd. | $61.4M | 3,283,546 | 2.26% | 2q | -3.9%-$2.5M |
| MORGAN STANLEY | $52.3M | 2,797,268 | 0.00% | 32q | -2.3%-$1.2M |
| WELLS FARGO & COMPANY/MN | $47.2M | 2,526,830 | 0.01% | 29q | -1.3%-$624.5K |
| ENVESTNET ASSET MANAGEMENT INC | $47.1M | 2,522,498 | 0.01% | 31q | +12.1%+$5.1M |
| Lido Advisors, LLC | $32.3M | 1,726,148 | 0.09% | 30q | +5.1%+$1.6M |
| FUKOKU MUTUAL LIFE INSURANCE Co | $29.0M | 1,551,000 | 1.69% | 22q | HELD |
| Cetera Investment Advisers | $27.5M | 1,472,675 | 0.03% | 23q | +17.4%+$4.1M |
| New York Life Investment Management LLC | $25.9M | 1,387,155 | 0.18% | 9q | +4.6%+$1.2M |
| State of Wisconsin - Board of Commissioners of Public Lands | $25.1M | 1,341,305 | 16.41% | 14q | HELD |
| SEI INVESTMENTS CO | $23.7M | 1,269,010 | 0.02% | 24q | +13.6%+$2.8M |
| RATIONAL ADVISORS, INC. | $23.6M | 1,262,475 | 2.16% | 30q | +1.0%+$236.5K |
| Columbus Macro, LLC | $21.0M | 1,121,532 | 2.04% | 10q | +22.0%+$3.8M |
| Creative Planning | $20.7M | 1,106,347 | 0.01% | 18q | +6.5%+$1.3M |
| Modern Wealth Management, LLC | $20.3M | 1,087,805 | 0.24% | new | NEW |
| Tiller Private Wealth, Inc. | $19.5M | 1,042,759 | 6.10% | 23q | +5.3%+$978.4K |
| BESSEMER GROUP INC | $18.7M | 1,001,871 | 0.03% | 2q | HELD |
| ASSETMARK, INC | $17.6M | 943,083 | 0.03% | 28q | +9.4%+$1.5M |
| MAI Capital Management | $16.0M | 854,288 | 0.06% | 7q | +18.7%+$2.5M |
| COLLECTIVE FAMILY OFFICE LLC | $14.5M | 777,208 | 2.97% | 23q | +11.5%+$1.5M |
| Steward Partners Investment Advisory, LLC | $13.4M | 718,622 | 0.07% | 14q | +4.8%+$619.9K |
| RAYMOND JAMES FINANCIAL INC | $12.4M | 665,418 | 0.00% | 7q | +17.7%+$1.9M |
| UBS Group AG | $12.4M | 663,805 | 0.00% | 31q | -1.8%-$223.5K |
| MML INVESTORS SERVICES, LLC | $12.0M | 640,241 | 0.02% | 23q | +54.0%+$4.2M |
| NAPLES GLOBAL ADVISORS, LLC | $11.8M | 632,112 | 0.73% | 26q | +6.8%+$747.9K |
| EXCHANGE TRADED CONCEPTS, LLC | $11.3M | 605,218 | 0.05% | new | NEW |
| Ocean Park Asset Management, LLC | $11.3M | 605,218 | 0.54% | new | NEW |
| CONNING INC. | $10.8M | 580,200 | 0.32% | 21q | HELD |
| ROYAL BANK OF CANADA | $10.7M | 571,981 | 0.00% | 31q | -0.6%-$64.8K |
| Carnegie Investment Counsel | $10.0M | 533,633 | 0.20% | 3q | +7.4%+$684.1K |
| AlphaStar Capital Management, LLC | $9.3M | 496,591 | 0.59% | 4q | +29.7%+$2.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $8.9M | 476,029 | 0.01% | 9q | +8.1%+$663.4K |
| Prairiewood Capital, LLC | $7.4M | 397,610 | 1.93% | 23q | -1.3%-$97.0K |
| AMERIPRISE FINANCIAL INC | $7.4M | 394,586 | 0.00% | 20q | +4.7%+$332.5K |
| MERCER GLOBAL ADVISORS INC /ADV | $6.8M | 365,711 | 0.01% | 4q | -57.6%-$9.3M |
| AIRE ADVISORS, LLC | $6.8M | 362,142 | 1.10% | 19q | +3.8%+$246.2K |
| Kestra Advisory Services, LLC | $6.7M | 357,909 | 0.02% | 14q | HELD |
| Texas Yale Capital Corp. | $6.3M | 336,642 | 0.14% | 29q | -4.2%-$275.4K |
| Plan Group Financial, LLC | $6.1M | 327,939 | 1.26% | 10q | +6.6%+$379.6K |
| WealthTrust Axiom LLC | $6.0M | 321,568 | 1.34% | 8q | -2.4%-$148.5K |
| First Interstate Bank | $6.0M | 321,320 | 0.31% | 5q | +56.9%+$2.2M |
| Thrivent Financial for Lutherans | $5.9M | 317,639 | 0.01% | 2q | +7.7%+$426.1K |
| PARK AVENUE SECURITIES LLC | $5.4M | 290,163 | 0.03% | 15q | -13.8%-$867.2K |
| SWS Partners | $5.2M | 278,848 | 1.13% | 12q | -11.4%-$667.3K |
| HighTower Advisors, LLC | $5.0M | 265,582 | 0.00% | 14q | +14.1%+$614.5K |
| BNP PARIBAS FINANCIAL MARKETS | $4.9M | 262,359 | 0.00% | 30q | -14.1%-$805.5K |
| Apella Capital, LLC | $4.9M | 260,807 | 0.07% | 5q | -8.0%-$422.0K |
| EAGLE HARBOR ASSET MANAGEMENT INC /ADV | $4.8M | 254,947 | 3.74% | 15q | +0.6%+$28.0K |
| Sound Income Strategies, LLC | $4.2M | 226,017 | 0.19% | 22q | -2.0%-$88.3K |
| OSAIC HOLDINGS, INC. | $3.9M | 209,229 | 0.00% | 26q | +14.4%+$490.9K |
| CIBC WORLD MARKET INC. | $3.9M | 206,182 | 0.01% | 10q | +138.1%+$2.2M |
| Fifth Third Securities, Inc. | $3.7M | 197,434 | 0.21% | 17q | +1.3%+$48.5K |
| SBI Securities Co., Ltd. | $3.4M | 181,285 | 0.08% | 7q | -0.6%-$18.9K |
| Baird Financial Group, Inc. | $3.4M | 179,600 | 0.00% | 2q | -1.1%-$37.9K |
| Cambridge Investment Research Advisors, Inc. | $3.3M | 177,150 | 0.00% | 29q | +136.7%+$1.9M |
| Advisory Services Network, LLC | $3.2M | 171,917 | 0.04% | 15q | HELD |
| Private Advisor Group, LLC | $3.1M | 164,315 | 0.01% | 23q | +26.0%+$633.1K |
| Global Retirement Partners, LLC | $3.1M | 163,943 | 0.05% | 16q | +23.2%+$577.2K |
| Merit Financial Group, LLC | $3.1M | 163,454 | 0.02% | 11q | +413.7%+$2.5M |
| Stratos Wealth Partners, LTD. | $2.9M | 156,935 | 0.03% | 31q | +35.5%+$768.4K |
| GREAT VALLEY ADVISOR GROUP, INC. | $2.9M | 155,676 | 0.05% | 10q | +28.7%+$649.0K |
| AlphaCore Capital LLC | $2.9M | 152,556 | 0.05% | 6q | -3.3%-$97.1K |
| &PARTNERS | $2.8M | 147,447 | 0.01% | 8q | -8.2%-$245.5K |
| Robertson Stephens Wealth Management, LLC | $2.7M | 143,356 | 0.07% | 8q | -5.9%-$169.4K |
| Waverly Advisors, LLC | $2.6M | 138,526 | 0.02% | 10q | +22.4%+$474.5K |
| FF Advisors,LLC | $2.5M | 132,940 | 0.93% | 11q | +5.1%+$120.1K |
| GREENWOOD CAPITAL ASSOCIATES LLC | $2.5M | 131,142 | 0.24% | 4q | +4.1%+$96.5K |
| Summit Financial, LLC | $2.4M | 130,478 | 0.03% | 4q | -1.1%-$28.4K |
| Gladstone Institutional Advisory LLC | $2.3M | 122,640 | 0.07% | 9q | -2.3%-$54.4K |
| Crews Bank & Trust | $2.3M | 121,730 | 0.30% | 7q | +1.9%+$41.4K |
| CIBC Bancorp USA Inc. | $2.2M | 116,972 | 0.00% | 3q | +3.2%+$68.1K |
| Trajan Wealth LLC | $2.2M | 115,289 | 0.08% | 6q | +1.6%+$33.0K |
| Janney Montgomery Scott LLC | $2.1M | 114,772 | 0.00% | 8q | +5.0%+$101.3K |
| JPMORGAN CHASE & CO | $2.0M | 109,711 | 0.00% | 12q | -22.1%-$582.0K |
| Hegarty Advisors, LLC | $1.9M | 103,750 | 1.33% | 3q | +3.0%+$56.3K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.9M | 102,380 | 0.00% | 12q | +3.8%+$69.7K |
| Cyndeo Wealth Partners, LLC | $1.8M | 98,738 | 0.09% | 11q | +0.6%+$10.5K |
| Flaharty Asset Management, LLC | $1.8M | 97,614 | 2.60% | 15q | -91.5%-$19.5M |
| CITADEL ADVISORS LLC | $1.7M incl. $237.4K options CALL | 80,508 | 0.00% | 15q | +255.6%+$1.3M |
| PRINCIPAL SECURITIES, INC. | $1.7M | 92,115 | 0.02% | 11q | +14.2%+$214.2K |
| Equitable Holdings, Inc. | $1.7M | 89,919 | 0.01% | 23q | -0.7%-$11.4K |
| Prepared Retirement Institute LLC | $1.7M | 89,174 | 0.71% | 11q | -0.7%-$12.3K |
| WealthPlan Investment Management, LLC | $1.6M | 87,368 | 0.08% | 3q | -38.8%-$1.0M |
| Traub Capital Management LLC | $1.6M | 83,224 | 1.39% | 5q | -4.5%-$73.1K |
| Rockefeller Capital Management L.P. | $1.5M | 79,865 | 0.00% | 13q | +33.9%+$377.8K |
| Vestmark Advisory Solutions, Inc. | $1.5M | 79,595 | 0.01% | 6q | HELD |
| WEBSTER BANK, N. A. | $1.5M | 77,749 | 0.13% | 10q | +160.3%+$894.9K |
| Advisors Capital Management, LLC | $1.4M | 77,076 | 0.02% | 23q | +3.4%+$47.6K |
| Unison Advisors LLC | $1.4M | 75,808 | 0.10% | 23q | +8.9%+$115.2K |
| Alpha Financial Partners LLC | $1.4M | 75,479 | 0.74% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.4M | 74,861 | 0.00% | 7q | -95.3%-$28.2M |
| Objective Capital Management, LLC | $1.4M | 74,650 | 1.24% | 5q | +11.2%+$140.5K |
| NewEdge Advisors, LLC | $1.3M | 72,124 | 0.00% | 15q | -4.1%-$57.4K |
| CreativeOne Wealth, LLC | $1.3M | 71,159 | 0.03% | 28q | -8.3%-$120.9K |
| Eagle Strategies LLC | $1.3M | 70,811 | 0.13% | 9q | -11.2%-$166.2K |
| PLIMOTH TRUST CO LLC | $1.3M | 70,279 | 0.26% | 22q | +1.1%+$13.8K |
| Investors Research Corp | $1.2M | 65,076 | 0.22% | 18q | -6.4%-$82.6K |
| NWAM LLC | $1.2M | 64,344 | 0.06% | 8q | +8.4%+$92.9K |
Showing the largest 100 of 284 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 | 96 | $381.3M | 21,674,207 | 10 | 30 | 34 | 0.0% |
| Q2 2026 | 284 | $1.2B | 65,815,639 | 22 | 99 | 91 | 0.0% |
| Q1 2026 | 285 | $1.2B | 65,375,647 | 29 | 103 | 90 | 0.0% |
| Q4 2025 | 287 | $1.2B | 61,464,284 | 22 | 99 | 99 | 0.0% |
| Q3 2025 | 283 | $1.3B | 69,183,550 | 17 | 101 | 93 | 0.0% |
| Q2 2025 | 290 | $1.3B | 67,569,982 | 28 | 103 | 97 | 0.0% |
| Q1 2025 | 290 | $1.2B | 61,226,773 | 22 | 119 | 88 | 0.1% |
| Q4 2024 | 297 | $1.2B | 62,726,046 | 25 | 111 | 70 | 0.0% |
| Q3 2024 | 270 | $1.2B | 60,101,820 | 27 | 120 | 75 | 0.0% |
| Q2 2024 | 262 | $1.1B | 57,211,013 | 27 | 109 | 75 | 0.0% |
| Q1 2024 | 257 | $1.4B | 67,725,422 | 26 | 110 | 70 | 0.0% |
| Q4 2023 | 265 | $1.2B | 63,350,144 | 39 | 75 | 91 | 0.1% |
| Q3 2023 | 239 | $1.1B | 56,904,793 | 29 | 86 | 72 | 0.0% |
| Q2 2023 | 224 | $1.1B | 54,727,902 | 23 | 99 | 69 | 0.0% |
| Q1 2023 | 228 | $988.3M | 49,658,219 | 35 | 97 | 60 | 0.1% |
| Q4 2022 | 221 | $1.4B | 56,035,143 | 37 | 74 | 71 | 0.0% |
| Q3 2022 | 204 | $23.8B | 1,158,733,578 | 23 | 70 | 84 | 0.0% |
| Q2 2022 | 211 | $29.4B | 1,384,277,896 | 29 | 60 | 91 | 0.0% |
| Q1 2022 | 218 | $27.6B | 1,175,464,485 | 25 | 93 | 70 | 0.0% |
| Q4 2021 | 230 | $34.9B | 1,354,162,536 | 41 | 103 | 48 | 0.0% |
| Q3 2021 | 188 | $33.0B | 1,279,557,496 | 27 | 107 | 21 | 0.0% |
| Q2 2021 | 178 | $25.8B | 986,631,160 | 35 | 102 | 24 | 0.0% |
| Q1 2021 | 147 | $21.2B | 832,420,421 | 30 | 75 | 22 | 0.0% |
| Q4 2020 | 131 | $12.7B | 491,250,268 | 26 | 57 | 19 | 0.0% |
| Q3 2020 | 98 | $2.4B | 96,263,452 | 17 | 45 | 24 | 0.0% |
| Q2 2020 | 90 | $2.2B | 92,050,301 | 23 | 31 | 24 | 0.0% |
| Q1 2020 | 79 | $2.2B | 98,299,392 | 20 | 36 | 17 | 0.0% |
| Q4 2019 | 72 | $1.3B | 51,471,714 | 14 | 29 | 14 | 0.0% |
| Q3 2019 | 57 | $1.3B | 50,440,939 | 16 | 24 | 9 | 0.0% |
| Q2 2019 | 42 | $1.0B | 42,457,041 | 11 | 20 | 4 | 0.0% |
| Q1 2019 | 36 | $934.7M | 38,754,110 | 10 | 14 | 6 | 0.0% |
| Q4 2018 | 27 | $143.6M | 6,371,189 | 2 | 0 | 2 | 0.0% |