DaveManuel.com · Institutional Ownership · Who Owns It
GLOBAL X FDS (ZAP)
Institutional ownership reported to the SEC as of Q2 2026, across 8 quarters.
93
Reporting holders
$244.5M
Reported value
0.0%
Calls
0.0%
Puts
+21
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 |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $48.0M | 1,387,909 | 0.00% | 5q | +13.0%+$5.5M |
| LPL Financial LLC | $39.3M | 1,135,084 | 0.01% | 5q | +54.2%+$13.8M |
| Bensler, LLC | $30.7M | 886,781 | 2.71% | 4q | +2.7%+$805.7K |
| Savvy Advisors, Inc. | $13.9M | 400,321 | 0.29% | 4q | +23.1%+$2.6M |
| UBS Group AG | $13.4M | 388,450 | 0.00% | 4q | +11.0%+$1.3M |
| MML INVESTORS SERVICES, LLC | $9.8M | 282,717 | 0.02% | 3q | +34.0%+$2.5M |
| Mirae Asset Global Investments Co., Ltd. | $8.7M | 251,000 | 0.01% | 4q | +25.5%+$1.8M |
| SCOTIA CAPITAL INC. | $7.8M | 224,024 | 0.03% | new | NEW |
| Humankind Investments LLC | $6.9M | 200,000 | 3.31% | 2q | HELD |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | $6.7M | 194,375 | 1.83% | 2q | +31.2%+$1.6M |
| OVERSEA-CHINESE BANKING Corp Ltd | $4.6M | 132,540 | 0.10% | 2q | HELD |
| Cetera Investment Advisers | $4.3M | 123,435 | 0.00% | 3q | +39.9%+$1.2M |
| RAYMOND JAMES FINANCIAL INC | $4.1M | 117,442 | 0.00% | 5q | +185.9%+$2.6M |
| First International Bank of Israel Ltd. | $3.4M | 96,800 | 0.91% | 4q | +46.7%+$1.1M |
| ENVESTNET ASSET MANAGEMENT INC | $3.2M | 92,316 | 0.00% | 3q | +10.5%+$304.7K |
| BLAIR WILLIAM & CO/IL | $3.1M | 89,197 | 0.01% | 5q | +6.0%+$174.3K |
| Systelligence, LLC | $2.8M | 80,703 | 0.47% | 4q | +7.3%+$191.2K |
| CITADEL ADVISORS LLC | $2.1M | 60,889 | 0.00% | 3q | +5.1%+$101.7K |
| ROYAL BANK OF CANADA | $2.0M | 58,243 | 0.00% | 4q | +43.6%+$612.2K |
| Midwest Financial Partners Investments, Inc. | $2.0M | 57,755 | 0.83% | 3q | +5.1%+$97.2K |
| Private Advisor Group, LLC | $2.0M | 56,387 | 0.01% | 3q | +62.6%+$751.0K |
| OSAIC HOLDINGS, INC. | $1.9M | 56,102 | 0.00% | 5q | +101.8%+$979.6K |
| SMITH, MOORE & CO. | $1.8M | 51,825 | 0.12% | 4q | +11.8%+$189.2K |
| Keystone Financial Group | $1.7M | 50,287 | 0.10% | 3q | +45.7%+$545.9K |
| OPPENHEIMER & CO INC | $1.4M | 40,789 | 0.02% | 4q | +57.2%+$513.7K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.3M | 38,318 | 0.00% | 2q | -53.3%-$1.5M |
| Lionhunter Capital Management, LLC | $1.3M | 37,000 | 0.58% | new | FIRST |
| CreativeOne Wealth, LLC | $1.0M | 29,977 | 0.02% | 2q | -9.8%-$112.4K |
| STIFEL FINANCIAL CORP | $986.5K | 28,504 | 0.00% | 3q | +23.3%+$186.3K |
| Advisory Services Network, LLC | $926.2K | 26,762 | 0.01% | 2q | +127.0%+$518.3K |
| RFG Advisory, LLC | $753.2K | 21,763 | 0.01% | 2q | HELD |
| Cambridge Investment Research Advisors, Inc. | $752.0K | 21,710 | 0.00% | 2q | +174.8%+$478.4K |
| Trilogy Capital Inc. | $734.5K | 21,221 | 0.03% | 4q | +11.4%+$75.1K |
| HighTower Advisors, LLC | $715.2K | 20,665 | 0.00% | 4q | +176.7%+$456.7K |
| INDEPENDENT FINANCIAL GROUP, LLC | $712.9K | 20,598 | 0.01% | new | NEW |
| Inspire Advisors, LLC | $690.1K | 19,938 | 0.05% | 6q | -3.5%-$25.2K |
| Retirement Planning Group, LLC | $597.7K | 17,270 | 0.02% | 2q | +32.7%+$147.3K |
| MORGAN STANLEY | $498.4K | 14,400 | 0.00% | new | NEW |
| APS Management Group, Inc. | $489.0K | 14,128 | 0.38% | 4q | +9.2%+$41.3K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $447.2K | 12,922 | 0.00% | 2q | +26.0%+$92.3K |
| NWF Advisory Services Inc. | $372.1K | 10,750 | 0.03% | new | NEW |
| Ausdal Financial Partners, Inc. | $361.4K | 10,441 | 0.01% | new | NEW |
| CARLSON FINANCIAL, INC. | $341.0K | 9,854 | 0.17% | new | NEW |
| J. Mark Nickell & Co. | $307.0K | 8,870 | 0.24% | new | NEW |
| Peck Wealth Management, LLC | $302.8K | 8,750 | 0.26% | new | NEW |
| IFP Advisors, Inc | $299.2K | 8,645 | 0.01% | 5q | -0.9%-$2.7K |
| World Investment Advisors | $285.7K | 8,256 | 0.00% | new | NEW |
| Sage Capital Management, LLC | $284.1K | 8,210 | 0.11% | 4q | HELD |
| HARBOUR INVESTMENTS, INC. | $261.8K | 7,564 | 0.00% | 2q | +30.6%+$61.3K |
| Farther Finance Advisors, LLC | $257.9K | 7,452 | 0.00% | 2q | -39.6%-$169.1K |
| Prime Capital Investment Advisors, LLC | $257.9K | 7,451 | 0.00% | new | NEW |
| Capital Investment Advisory Services, LLC | $256.0K | 7,398 | 0.02% | new | NEW |
| BANK OF MONTREAL /CAN/ | $254.9K | 7,366 | 0.00% | 2q | +141.1%+$149.2K |
| Onyx Bridge Wealth Group LLC | $234.2K | 6,767 | 0.02% | new | NEW |
| Joseph P. Lucia & Associates, LLC | $231.5K | 6,688 | 0.07% | 2q | -9.9%-$25.4K |
| Corient Private Wealth LP | $227.5K | 6,573 | 0.00% | 2q | -14.8%-$39.6K |
| Moors & Cabot, Inc. | $219.4K | 6,340 | 0.01% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $216.0K | 6,242 | 0.00% | 7q | -49.4%-$210.5K |
| Kropog Financial Group, LLC | $212.3K | 6,133 | 0.15% | new | NEW |
| Strategic Blueprint, LLC | $210.5K | 6,083 | 0.01% | new | NEW |
| VestGen Advisors, LLC | $204.2K | 5,900 | 0.01% | 2q | HELD |
| McAdam, LLC | $201.3K | 5,816 | 0.01% | new | NEW |
| GeoWealth Management, LLC | $176.3K | 5,093 | 0.01% | 2q | -4.4%-$8.1K |
| JPMORGAN CHASE & CO | $170.4K | 4,905 | 0.00% | 2q | +1293.5%+$158.2K |
| Avion Wealth | $125.0K | 3,635 | 0.02% | new | NEW |
| AMERIFLEX GROUP, INC. | $120.4K | 3,478 | 0.05% | 3q | +98.2%+$59.6K |
| PRIVATE TRUST CO NA | $86.3K | 2,494 | 0.01% | new | NEW |
| Rockefeller Capital Management L.P. | $81.6K | 2,359 | 0.00% | new | NEW |
| FIFTH THIRD BANCORP | $78.3K | 2,262 | 0.00% | 2q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $61.8K | 1,787 | 0.00% | new | NEW |
| HAZLETT, BURT & WATSON, INC. | $59.0K | 1,710 | 0.02% | 4q | -1.7%-$1.0K |
| NewEdge Advisors, LLC | $51.3K | 1,484 | 0.00% | 2q | -14.7%-$8.9K |
| Allworth Financial LP | $28.3K | 819 | 0.00% | 3q | HELD |
| Murphy & Mullick Capital Management Corp | $25.3K | 730 | 0.02% | 4q | +11.5%+$2.6K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $22.4K | 661 | 0.00% | 3q | HELD |
| Princeton Global Asset Management LLC | $22.1K | 640 | 0.00% | new | NEW |
| Migdal Insurance & Financial Holdings Ltd. | $19.0K | 550 | 0.00% | 2q | HELD |
| Markowski Investments | $17.3K | 500 | 0.00% | new | FIRST |
| Catherine Avery Investment Management LLC | $15.9K | 458 | 0.01% | new | NEW |
| NATIONAL BANK OF CANADA /FI/ | $15.2K | 440 | 0.00% | new | NEW |
| Glass Jacobson Investment Advisors llc | $12.2K | 352 | 0.00% | 5q | -67.0%-$24.8K |
| PNC Financial Services Group, Inc. | $11.0K | 317 | 0.00% | 2q | -43.2%-$8.3K |
| WELLS FARGO & COMPANY/MN | $7.3K | 210 | 0.00% | 2q | HELD |
| Hilton Head Capital Partners, LLC | $6.9K | 200 | 0.00% | 3q | HELD |
| Ancora Advisors LLC | $5.7K | 164 | 0.00% | 3q | HELD |
| HARBOR INVESTMENT ADVISORY, LLC | $5.4K | 156 | 0.00% | 3q | HELD |
| Rossby Financial, LCC | $4.7K | 135 | 0.00% | 2q | +3275.0%+$4.5K |
| FMR LLC | $3.6K | 104 | 0.00% | new | NEW |
| Steward Partners Investment Advisory, LLC | $2.0K | 57 | 0.00% | 5q | +9.6% |
| Silver Grove Financial Group, Inc. | $761 | 22 | 0.00% | new | NEW |
| Parkside Financial Bank & Trust | $524 | 15 | 0.00% | 3q | HELD |
| Horizon Investments, LLC | $448 | 13 | 0.00% | 6q | -50.0% |
| SBI Securities Co., Ltd. | $346 | 10 | 0.00% | new | NEW |
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 | 26 | $19.3M | 632,434 | 4 | 8 | 6 | 0.0% |
| Q2 2026 | 93 | $244.5M | 7,063,856 | 26 | 37 | 14 | 0.0% |
| Q1 2026 | 72 | $184.5M | 5,736,225 | 29 | 25 | 9 | 0.0% |
| Q4 2025 | 46 | $112.7M | 3,878,072 | 17 | 19 | 3 | 0.0% |
| Q3 2025 | 29 | $74.0M | 2,508,641 | 17 | 9 | 0 | 0.0% |
| Q2 2025 | 12 | $4.6M | 170,156 | 9 | 1 | 1 | 0.0% |
| Q1 2025 | 4 | $3.7M | 149,949 | 2 | 1 | 1 | 0.0% |
| Q4 2024 | 2 | $3.1M | 125,728 | 2 | 0 | 0 | 0.0% |