DaveManuel.com · Institutional Ownership · Who Owns It
GLOBAL X FDS (SDIV)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
120
Reporting holders
$185.1M
Reported value
0.7%
Calls
0.3%
Puts
-4
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 | $26.5M | 1,083,477 | 0.01% | 15q | +1.5%+$402.0K |
| MORGAN STANLEY | $14.3M | 585,027 | 0.00% | 15q | +15.4%+$1.9M |
| BANK OF AMERICA CORP /DE/ | $13.5M | 551,873 | 0.00% | 15q | +3.4%+$442.0K |
| OSAIC HOLDINGS, INC. | $10.2M | 415,270 | 0.01% | 15q | +1.0%+$104.3K |
| WELLS FARGO & COMPANY/MN | $9.6M | 392,220 | 0.00% | 15q | +52.5%+$3.3M |
| PRINCIPAL SECURITIES, INC. | $8.1M | 332,794 | 0.10% | 11q | +0.8%+$66.3K |
| Cambridge Investment Research Advisors, Inc. | $7.0M | 286,432 | 0.01% | 15q | +103.0%+$3.6M |
| AE Wealth Management LLC | $5.9M | 242,569 | 0.03% | 7q | +0.7%+$41.1K |
| Cetera Investment Advisers | $5.3M | 217,921 | 0.00% | 15q | +1.2%+$63.2K |
| ENVESTNET ASSET MANAGEMENT INC | $4.6M | 187,120 | 0.00% | 15q | +9.9%+$411.2K |
| RAYMOND JAMES FINANCIAL INC | $4.5M | 184,054 | 0.00% | 7q | +18.1%+$690.8K |
| Foguth Wealth Management, LLC. | $4.3M | 174,873 | 0.49% | 5q | -86.2%-$27.0M |
| Fifth Third Securities, Inc. | $4.2M | 172,801 | 0.24% | 11q | +33.1%+$1.1M |
| FLOW TRADERS U.S. LLC | $4.2M | 170,962 | 0.17% | 2q | +8.8%+$338.0K |
| UBS Group AG | $3.9M | 160,958 | 0.00% | 15q | +71.3%+$1.6M |
| JONES FINANCIAL COMPANIES LLLP | $3.4M | 141,051 | 0.00% | 9q | +21.5%+$609.0K |
| NFSG Corp | $3.3M | 135,085 | 0.41% | 15q | -1.5%-$51.2K |
| AMERIPRISE FINANCIAL INC | $2.9M | 116,786 | 0.00% | 15q | +6.8%+$181.2K |
| NewEdge Advisors, LLC | $2.6M | 108,346 | 0.01% | 15q | +11.8%+$279.2K |
| Wealthfront Advisers LLC | $2.3M | 94,808 | 0.00% | 15q | -1.0%-$24.0K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $2.3M | 92,745 | 0.02% | 6q | +15.2%+$298.8K |
| KINGSWOOD WEALTH ADVISORS, LLC | $2.3M | 92,427 | 0.09% | 6q | -20.7%-$589.3K |
| JPMORGAN CHASE & CO | $1.9M | 79,561 | 0.00% | 15q | +5.0%+$92.7K |
| D. E. Shaw & Co., Inc. | $1.9M | 75,899 | 0.00% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.7M incl. $1.5M options CALL+PUT | 8,781 | 0.00% | 15q | -55.8%-$2.2M |
| ROYAL BANK OF CANADA | $1.7M | 69,060 | 0.00% | 15q | +87.3%+$786.5K |
| MML INVESTORS SERVICES, LLC | $1.7M | 67,812 | 0.00% | 15q | +22.9%+$308.3K |
| Private Advisor Group, LLC | $1.5M | 62,809 | 0.01% | 5q | +24.4%+$301.1K |
| SEI INVESTMENTS CO | $1.5M | 61,121 | 0.00% | 7q | +36.7%+$401.3K |
| Prospera Financial Services Inc | $1.4M | 56,945 | 0.02% | 15q | +15.0%+$181.1K |
| Ameritas Advisory Services, LLC | $1.3M | 55,180 | 0.03% | 12q | +92.6%+$648.3K |
| INTEGRITY ALLIANCE, LLC. | $1.3M | 51,944 | 0.04% | 7q | +23.4%+$241.0K |
| Strategic Financial Concepts, LLC | $1.3M | 51,707 | 0.37% | 2q | -2.4%-$31.0K |
| &PARTNERS | $1.2M | 50,602 | 0.01% | 2q | +15.1%+$162.5K |
| SBI Securities Co., Ltd. | $1.0M | 41,960 | 0.02% | 7q | +1.8%+$17.8K |
| Goldstone Financial Group, LLC | $972.5K | 39,790 | 0.09% | 13q | -2.0%-$19.5K |
| STIFEL FINANCIAL CORP | $970.0K | 39,686 | 0.00% | 14q | +74.1%+$412.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | $914.1K | 37,403 | 0.00% | 15q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $897.6K | 36,489 | 0.00% | 7q | -1.5%-$14.1K |
| Resurgent Financial Advisors LLC | $863.6K | 35,336 | 0.24% | 4q | +7.5%+$60.0K |
| Fiduciary Alliance LLC | $847.3K | 34,670 | 0.06% | 4q | +5.5%+$43.9K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $825.0K | 33,754 | 0.00% | 10q | -5.4%-$47.0K |
| Kestra Advisory Services, LLC | $787.6K | 32,226 | 0.00% | 7q | -2.4%-$19.6K |
| M Holdings Securities, Inc. | $782.0K | 31,731 | 0.11% | 3q | +13.8%+$95.1K |
| Kovack Advisors, Inc. | $765.1K | 31,473 | 0.04% | 6q | +7.8%+$55.3K |
| Triumph Capital Management | $685.1K | 28,033 | 0.12% | 14q | +3.9%+$25.4K |
| Fortis Group Advisors, LLC | $629.6K | 25,761 | 0.10% | 5q | +19.6%+$103.0K |
| Wealthspire Advisors, LLC | $581.8K | 23,804 | 0.00% | 15q | HELD |
| HighTower Advisors, LLC | $557.2K | 22,798 | 0.00% | 11q | -42.8%-$417.3K |
| Founders Financial Alliance, LLC | $552.5K | 22,607 | 0.07% | 15q | HELD |
| INDEPENDENT FINANCIAL GROUP, LLC | $495.8K | 20,287 | 0.01% | 5q | +48.2%+$161.4K |
| NATIONAL BANK OF CANADA /FI/ | $459.8K | 19,500 | 0.00% | 8q | HELD |
| Mutual Advisors, LLC | $455.9K | 18,652 | 0.01% | 4q | +5.7%+$24.5K |
| OPTIMA CAPITAL LLC | $400.3K | 16,377 | 0.16% | 3q | +0.8%+$3.3K |
| Janney Montgomery Scott LLC | $371.0K | 15,166 | 0.00% | 15q | +1.6%+$5.7K |
| Global Retirement Partners, LLC | $356.1K | 14,571 | 0.01% | 13q | +8.1%+$26.5K |
| VestGen Advisors, LLC | $354.6K | 14,511 | 0.01% | 5q | +8.8%+$28.7K |
| APS Management Group, Inc. | $341.3K | 13,964 | 0.26% | 4q | -3.8%-$13.7K |
| RESOLUTE CAPITAL, LLC | $330.6K | 13,526 | 0.11% | 3q | -4.5%-$15.6K |
| AQR CAPITAL MANAGEMENT LLC | $320.0K | 13,092 | 0.00% | 2q | -41.8%-$230.0K |
| Western Wealth Management, LLC | $316.5K | 12,949 | 0.01% | 13q | HELD |
| Equitable Holdings, Inc. | $314.2K | 12,854 | 0.00% | 2q | HELD |
| Focus Partners Wealth | $297.1K | 12,154 | 0.00% | new | NEW |
| StoneX Group Inc. | $296.1K | 12,115 | 0.01% | 4q | +10.6%+$28.4K |
| HRT FINANCIAL LP | $294.0K | 12,044 | 0.00% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $279.7K | 11,444 | 0.00% | 3q | -34.3%-$145.8K |
| Stratos Wealth Partners, LTD. | $272.0K | 11,127 | 0.00% | 4q | +12.5%+$30.2K |
| CITADEL ADVISORS LLC | $244.4K CALL | options only | 0.00% | 3q | OPTIONS |
| Advisory Services Network, LLC | $241.5K | 9,879 | 0.00% | 4q | HELD |
| Eagle Strategies LLC | $236.0K | 9,656 | 0.02% | 2q | +4.0%+$9.2K |
| FMR LLC | $214.7K | 8,783 | 0.00% | 11q | +79.5%+$95.1K |
| KLCM Advisors, Inc. | $208.5K | 8,530 | 0.02% | 3q | HELD |
| HARBOUR INVESTMENTS, INC. | $193.9K | 7,935 | 0.00% | 14q | +47.8%+$62.7K |
| Crews Bank & Trust | $149.5K | 6,115 | 0.02% | 7q | HELD |
| FIFTH THIRD BANCORP | $138.2K | 5,656 | 0.00% | 2q | +26.4%+$28.8K |
| IFG Advisory, LLC | $115.0K | 4,706 | 0.00% | new | NEW |
| US BANCORP \DE\ | $95.7K | 3,916 | 0.00% | 3q | +2.2%+$2.0K |
| Ashton Thomas Private Wealth, LLC | $70.3K | 2,875 | 0.00% | 2q | HELD |
| Geneos Wealth Management Inc. | $67.4K | 2,757 | 0.00% | 7q | +2.7%+$1.8K |
| Steward Partners Investment Advisory, LLC | $64.5K | 2,640 | 0.00% | 3q | -7.1%-$5.0K |
| Cape Investment Advisory, Inc. | $62.4K | 2,555 | 0.02% | new | NEW |
| PRIVATE TRUST CO NA | $61.1K | 2,500 | 0.00% | 15q | +114.4%+$32.6K |
| SSA SWISS ADVISORS AG | $59.7K | 2,441 | 0.02% | 2q | HELD |
| SouthState Bank Corp | $57.0K | 2,333 | 0.00% | 2q | HELD |
| Farther Finance Advisors, LLC | $55.4K | 2,267 | 0.00% | 9q | -77.2%-$187.8K |
| Westside Investment Management, Inc. | $48.9K | 2,000 | 0.01% | 10q | +100.0%+$24.4K |
| Institute for Wealth Management, LLC. | $36.7K | 1,500 | 0.00% | new | NEW |
| Aptus Capital Advisors, LLC | $34.7K | 1,418 | 0.00% | 5q | +67.6%+$14.0K |
| SHP Wealth Management | $30.2K | 1,237 | 0.00% | 3q | -20.8%-$7.9K |
| BFC Planning, Inc. | $28.5K | 1,166 | 0.00% | 7q | -46.2%-$24.4K |
| KERR FINANCIAL PLANNING Corp | $27.0K | 1,104 | 0.03% | 4q | +1.4% |
| Advocate Investing Services LLC | $26.9K | 1,100 | 0.02% | 3q | HELD |
| Allspring Global Investments Holdings, LLC | $21.3K | 871 | 0.00% | new | NEW |
| CITIGROUP INC | $17.1K | 700 | 0.00% | 9q | +75.0%+$7.3K |
| Federation des caisses Desjardins du Quebec | $16.8K | 685 | 0.00% | 15q | HELD |
| Financial Gravity Companies, Inc. | $16.3K | 666 | 0.00% | 4q | HELD |
| Private Wealth Asset Management, LLC | $16.3K | 666 | 0.00% | new | NEW |
| AMERIFLEX GROUP, INC. | $16.1K | 660 | 0.01% | 4q | -44.5%-$13.0K |
| Rockefeller Capital Management L.P. | $15.1K | 618 | 0.00% | 15q | -49.5%-$14.8K |
| IFP Advisors, Inc | $13.2K | 541 | 0.00% | 15q | +2.5% |
Showing the largest 100 of 120 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 | 27 | $19.1M | 815,781 | 3 | 8 | 8 | 0.0% |
| Q2 2026 | 120 | $185.1M | 7,498,418 | 14 | 56 | 25 | 1.0% |
| Q1 2026 | 124 | $210.6M | 8,275,623 | 24 | 54 | 25 | 0.9% |
| Q4 2025 | 115 | $188.9M | 7,800,570 | 16 | 48 | 22 | 0.7% |
| Q3 2025 | 107 | $164.5M | 6,822,612 | 14 | 43 | 21 | 0.7% |
| Q2 2025 | 104 | $145.4M | 6,405,708 | 25 | 44 | 14 | 0.6% |
| Q1 2025 | 87 | $97.3M | 4,564,600 | 12 | 38 | 16 | 1.7% |
| Q4 2024 | 88 | $95.0M | 4,571,824 | 16 | 27 | 18 | 0.7% |
| Q3 2024 | 82 | $94.4M | 3,933,651 | 10 | 31 | 17 | 1.9% |
| Q2 2024 | 83 | $200.8M | 5,094,792 | 11 | 31 | 21 | 0.5% |
| Q1 2024 | 88 | $114.7M | 5,210,326 | 13 | 30 | 26 | 1.7% |
| Q4 2023 | 90 | $123.2M | 5,395,881 | 14 | 25 | 24 | 1.2% |
| Q3 2023 | 85 | $101.6M | 4,595,926 | 14 | 29 | 20 | 0.9% |
| Q2 2023 | 83 | $117.3M | 5,147,122 | 15 | 30 | 19 | 0.8% |
| Q1 2023 | 82 | $89.7M | 3,835,954 | 18 | 27 | 20 | 1.5% |
| Q4 2022 | 77 | $82.2M | 3,409,671 | 72 | 0 | 4 | 1.6% |
| Q3 2022 | 110 | $230.0M | 30,448,481 | 18 | 44 | 21 | 0.1% |
| Q2 2022 | 114 | $289.6M | 31,094,395 | 15 | 34 | 34 | 0.2% |
| Q1 2022 | 123 | $350.7M | 30,391,299 | 28 | 41 | 28 | 0.3% |
| Q4 2021 | 113 | $729.9M | 59,354,174 | 10 | 28 | 37 | 0.2% |
| Q3 2021 | 111 | $772.7M | 58,209,181 | 12 | 31 | 33 | 0.3% |
| Q2 2021 | 106 | $825.8M | 58,259,087 | 17 | 40 | 18 | 0.2% |
| Q1 2021 | 96 | $1.0B | 74,597,838 | 9 | 40 | 24 | 0.2% |
| Q4 2020 | 98 | $1.3B | 99,635,815 | 13 | 25 | 33 | 0.1% |
| Q3 2020 | 97 | $1.4B | 128,377,087 | 9 | 31 | 27 | 0.1% |
| Q2 2020 | 100 | $1.3B | 121,641,448 | 11 | 24 | 40 | 0.1% |
| Q1 2020 | 105 | $1.7B | 184,797,983 | 14 | 28 | 38 | 0.0% |
| Q4 2019 | 104 | $3.7B | 208,997,690 | 12 | 23 | 35 | 0.0% |
| Q3 2019 | 92 | $1.5B | 85,646,166 | 8 | 21 | 37 | 0.1% |
| Q2 2019 | 96 | $721.2M | 41,712,661 | 11 | 32 | 31 | 0.5% |
| Q1 2019 | 93 | $641.8M | 35,156,690 | 8 | 30 | 28 | 0.4% |
| Q4 2018 | 103 | $535.3M | 31,186,899 | 2 | 3 | 2 | 0.3% |