DaveManuel.com · Institutional Ownership · Who Owns It
GLOBAL X FDS (QYLG)
Institutional ownership reported to the SEC as of Q2 2026, across 25 quarters.
34
Reporting holders
$25.4M
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 |
|---|---|---|---|---|---|
| LPL Financial LLC | $6.6M | 217,326 | 0.00% | 19q | +6.0%+$370.2K |
| PMG Family Office LLC | $3.0M | 99,572 | 2.78% | 4q | HELD |
| Cetera Investment Advisers | $2.8M | 93,688 | 0.00% | 10q | -2.6%-$75.1K |
| BANK OF AMERICA CORP /DE/ | $1.9M | 61,414 | 0.00% | 12q | -69.2%-$4.2M |
| BFC Planning, Inc. | $1.3M | 42,914 | 0.05% | 7q | -2.6%-$34.3K |
| RAYMOND JAMES FINANCIAL INC | $1.2M | 40,986 | 0.00% | 7q | +273.9%+$910.0K |
| OSAIC HOLDINGS, INC. | $1.2M | 38,345 | 0.00% | 20q | +109.3%+$607.0K |
| Cannon Wealth Management Services, LLC | $916.9K | 30,251 | 0.50% | 3q | +12.8%+$103.8K |
| Private Advisor Group, LLC | $728.6K | 24,037 | 0.00% | new | NEW |
| Triumph Capital Management | $610.4K | 20,138 | 0.11% | 5q | +13.4%+$72.0K |
| Dynamic Advisor Solutions LLC | $546.5K | 18,030 | 0.02% | 15q | +2.9%+$15.3K |
| Comprehensive Money Management Services LLC | $504.7K | 16,650 | 0.32% | 7q | -0.9%-$4.5K |
| Comprehensive Financial Consultants Institutional, Inc. | $460.7K | 15,199 | 0.12% | 4q | +33.5%+$115.7K |
| ENVESTNET ASSET MANAGEMENT INC | $452.5K | 14,929 | 0.00% | 6q | +0.7%+$3.1K |
| Cambridge Investment Research Advisors, Inc. | $430.0K | 14,194 | 0.00% | new | NEW |
| ROYAL BANK OF CANADA | $428.0K | 14,111 | 0.00% | 17q | -16.4%-$83.8K |
| OLD MISSION CAPITAL LLC | $415.2K | 13,697 | 0.01% | 2q | +64.8%+$163.2K |
| CERTIOR FINANCIAL GROUP, LLC | $371.8K | 12,265 | 0.20% | 4q | -10.9%-$45.6K |
| SBI Securities Co., Ltd. | $367.2K | 12,116 | 0.01% | 7q | +23.2%+$69.2K |
| Kestra Advisory Services, LLC | $313.4K | 10,339 | 0.00% | 6q | +0.7%+$2.2K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $302.3K | 10,066 | 0.02% | 5q | +1.6%+$4.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | $236.5K | 7,802 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $153.3K | 5,059 | 0.00% | 6q | -0.6% |
| HARBOUR INVESTMENTS, INC. | $33.4K | 1,101 | 0.00% | new | NEW |
| LANARK FINANCIAL, INC. | $33.3K | 1,100 | 0.00% | 6q | +22.2%+$6.1K |
| JONES FINANCIAL COMPANIES LLLP | $24.9K | 850 | 0.00% | new | NEW |
| FMR LLC | $24.8K | 819 | 0.00% | 11q | HELD |
| Harbor Asset Planning, Inc. | $17.6K | 580 | 0.01% | 3q | HELD |
| IFP Advisors, Inc | $11.0K | 362 | 0.00% | 14q | -8.1% |
| Asset Dedication, LLC | $3.0K | 100 | 0.00% | new | NEW |
| NewEdge Advisors, LLC | $2.6K | 85 | 0.00% | 2q | HELD |
| Arax Advisory Partners | $485 | 16 | 0.00% | 4q | -46.7% |
| DHJJ Financial Advisors, Ltd. | $304 | 10 | 0.00% | 12q | HELD |
| WELLS FARGO & COMPANY/MN | $21 | 1 | 0.00% | 12q | 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 | 13 | $7.5M | 335,841 | 2 | 4 | 3 | 0.0% |
| Q2 2026 | 34 | $25.4M | 838,152 | 6 | 13 | 9 | 0.0% |
| Q1 2026 | 34 | $22.6M | 871,162 | 5 | 15 | 9 | 0.0% |
| Q4 2025 | 37 | $22.3M | 816,192 | 7 | 12 | 9 | 0.0% |
| Q3 2025 | 36 | $34.1M | 1,029,041 | 8 | 9 | 10 | 0.0% |
| Q2 2025 | 34 | $18.8M | 674,314 | 6 | 15 | 6 | 0.0% |
| Q1 2025 | 36 | $15.8M | 614,025 | 7 | 16 | 6 | 0.0% |
| Q4 2024 | 36 | $19.0M | 677,273 | 2 | 11 | 4 | 0.0% |
| Q3 2024 | 33 | $20.2M | 629,540 | 4 | 12 | 7 | 0.0% |
| Q2 2024 | 35 | $27.4M | 869,340 | 6 | 16 | 5 | 0.0% |
| Q1 2024 | 34 | $37.0M | 1,206,320 | 9 | 10 | 8 | 0.0% |
| Q4 2023 | 31 | $33.2M | 1,148,828 | 8 | 10 | 7 | 0.0% |
| Q3 2023 | 24 | $40.1M | 1,576,998 | 9 | 9 | 3 | 0.0% |
| Q2 2023 | 21 | $17.1M | 676,080 | 5 | 9 | 2 | 0.0% |
| Q1 2023 | 20 | $10.1M | 452,933 | 6 | 10 | 2 | 0.0% |
| Q4 2022 | 17 | $318.3M | 14,435,308 | 5 | 4 | 6 | 0.0% |
| Q3 2022 | 16 | $66.7M | 3,077,310 | 3 | 9 | 2 | 0.0% |
| Q2 2022 | 15 | $53.9M | 2,251,892 | 7 | 6 | 1 | 0.0% |
| Q1 2022 | 14 | $6.3M | 260,497 | 7 | 5 | 1 | 0.0% |
| Q4 2021 | 11 | $6.9M | 263,468 | 7 | 2 | 1 | 0.0% |
| Q3 2021 | 4 | $4.7M | 197,258 | 4 | 0 | 0 | 0.0% |
| Q2 2021 | 2 | $21.0K | 455 | 0 | 1 | 0 | 33.3% |
| Q1 2021 | 7 | $2.2M | 50,394 | 3 | 0 | 2 | 32.9% |
| Q4 2020 | 4 | $1.6M | 54,096 | 2 | 1 | 0 | 0.0% |
| Q3 2020 | 1 | $645.0K | 23,621 | 1 | 0 | 0 | 0.0% |