Global X Funds - 37954Y285
Detailed investor-level table based on 13F positions.
Early Q3 2025 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Daiwa Securities Group Inc. | History | New | 1,055,000 | 11,510 | 0.04% | — | 1 | +1,055,000 | New | Q2 2025 | Aug 14, 2025 |
| MORGAN STANLEY | History | Added to | 360,749 | 3,935 | 0.0% | 0.0% | 2 | +359,328 | 25286.98% | Q2 2025 | Aug 14, 2025 |
| WT Wealth Management | History | New | 235,782 | 2,572 | 0.76% | — | 3 | +235,782 | New | Q2 2025 | Sep 10, 2025 |
| LPL Financial LLC | History | Added to | 62,177 | 678 | 0.0% | 0.0% | 4 | +5,729 | 10.15% | Q2 2025 | Aug 12, 2025 |
| Cetera Investment Advisers | History | Reduced | 47,792 | 521 | 0.0% | 0.0% | 5 | -2,943 | -5.8% | Q2 2025 | Aug 08, 2025 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 23,017 | 251 | 0.0% | 0.0% | 6 | -22,630 | -49.58% | Q2 2025 | Aug 14, 2025 |
| JANE STREET GROUP, LLC | History | Reduced | 16,079 | 175 | 0.0% | 0.0% | 7 | -21,007 | -56.64% | Q2 2025 | Aug 14, 2025 |
| OSAIC HOLDINGS, INC. | History | Added to | 7,024 | 76 | 0.0% | 0.0% | 8 | +3,619 | 106.28% | Q2 2025 | Sep 04, 2025 |
| UBS Group AG | History | Reduced | 5,778 | 63 | 0.0% | 0.0% | 9 | -4,769 | -45.22% | Q2 2025 | Aug 14, 2025 |
| ROYAL BANK OF CANADA | History | No change | 5,605 | 61 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2025 | Nov 21, 2025 |
| BARCLAYS PLC | History | No change | 5,164 | 56 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2025 | Feb 27, 2026 |
| AE Wealth Management LLC | History | Added to | 3,667 | 40 | 0.0% | 0.0% | 12 | +3,543 | 2857.26% | Q2 2025 | Aug 06, 2025 |
| Banque Cantonale Vaudoise | History | New | 3,506 | 38 | 0.0% | — | 13 | +3,506 | New | Q2 2025 | Aug 11, 2025 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,967 | 21 | 0.0% | 0.0% | 14 | -893 | -31.22% | Q2 2025 | Aug 14, 2025 |
| JPMORGAN CHASE & CO | History | No change | 1,820 | 19 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2025 | Aug 12, 2025 |
| Future Financial Wealth Managment LLC | History | New | 1,400 | 15 | 0.01% | — | 16 | +1,400 | New | Q2 2025 | Jul 21, 2025 |
| SBI Securities Co., Ltd. | History | Reduced | 1,182 | 12 | 0.0% | 0.0% | 17 | -309 | -20.72% | Q2 2025 | Aug 08, 2025 |
| AMERIFLEX GROUP, INC. | History | New | 450 | 4 | 0.0% | — | 18 | +450 | New | Q2 2025 | Jul 21, 2025 |
| Larson Financial Group LLC | History | New | 274 | 2 | 0.0% | — | 19 | +274 | New | Q2 2025 | Aug 08, 2025 |
| Richard W. Paul & Associates, LLC | History | New | 246 | 2 | 0.0% | — | 21 | +246 | New | Q2 2025 | Aug 12, 2025 |
| Abound Wealth Management | History | New | 220 | 2 | 0.0% | — | 20 | +220 | New | Q2 2025 | Jul 14, 2025 |
| VALLEY NATIONAL ADVISERS INC | History | New | 145 | 1 | 0.0% | — | 22 | +145 | New | Q2 2025 | Jul 22, 2025 |
| GLENMEDE TRUST CO NA | History | Closed out | 0 | 0 | — | 0.0% | — | -2,930 | -100.0% | Q1 2025 | May 15, 2025 |
| Federation des caisses Desjardins du Quebec | History | Closed out | 0 | 0 | — | — | — | -50 | -100.0% | Q1 2025 | May 15, 2025 |
| CIBC Private Wealth Group LLC | History | New | 35 | 0 | — | — | — | +35 | New | Q2 2025 | Aug 12, 2025 |
| Darwin Wealth Management, LLC | History | No change | 87 | 0 | — | — | — | 0 | 0.0% | Q2 2025 | Aug 14, 2025 |