Global X Funds - 37960A537
Detailed investor-level table based on 13F positions.
Early Q2 2024 data: only 2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | New | 1,853,095 | 46,549 | 0.99% | — | 1 | +1,853,095 | New | Q1 2024 | May 03, 2024 |
| LPL Financial LLC | History | Added to | 1,781,543 | 44,752 | 0.02% | 0.0% | 2 | +1,728,711 | 3272.09% | Q1 2024 | May 10, 2024 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 278,042 | 6,984 | 0.02% | — | 3 | +278,042 | New | Q1 2024 | Apr 15, 2024 |
| TRUIST FINANCIAL CORP | History | Added to | 112,908 | 2,836 | 0.0% | 0.0% | 4 | +38,704 | 52.16% | Q1 2024 | May 13, 2024 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 100,914 | 2,534 | 0.0% | 0.0% | 5 | +54,573 | 117.76% | Q1 2024 | May 13, 2024 |
| CITADEL ADVISORS LLC | History | Added to | 89,688 | 2,252 | 0.0% | 0.0% | 6 | +65,195 | 266.18% | Q1 2024 | May 15, 2024 |
| CreativeOne Wealth, LLC | History | Added to | 76,889 | 1,931 | 0.08% | 0.12% | 7 | +2,150 | 2.88% | Q1 2024 | May 14, 2024 |
| Cetera Investment Advisers | History | New | 69,154 | 1,737 | 0.0% | — | 8 | +69,154 | New | Q1 2024 | May 24, 2024 |
| MGO ONE SEVEN LLC | History | New | 41,278 | 1,036 | 0.05% | — | 9 | +41,278 | New | Q1 2024 | May 14, 2024 |
| Concurrent Investment Advisors, LLC | History | Reduced | 32,463 | 815 | 0.03% | 0.04% | 10 | -5,489 | -14.46% | Q1 2024 | May 07, 2024 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 21,900 | 550 | 0.0% | — | 11 | +21,900 | New | Q1 2024 | Apr 29, 2024 |
| Prospera Financial Services Inc | History | New | 20,500 | 514 | 0.02% | — | 12 | +20,500 | New | Q1 2024 | Aug 13, 2024 |
| Stratos Wealth Partners, LTD. | History | Added to | 20,206 | 507 | 0.01% | 0.0% | 13 | +12,192 | 152.13% | Q1 2024 | Apr 16, 2024 |
| OSAIC HOLDINGS, INC. | History | Reduced | 6,760 | 169 | 0.0% | 0.0% | 14 | -5,704 | -45.76% | Q1 2024 | May 10, 2024 |
| Global Retirement Partners, LLC | History | Reduced | 3,717 | 93 | 0.0% | 0.01% | 15 | -4,297 | -53.62% | Q1 2024 | Apr 23, 2024 |
| NewEdge Advisors, LLC | History | New | 270 | 6 | 0.0% | — | 16 | +270 | New | Q1 2024 | May 14, 2024 |
| Blue Trust, Inc. | History | New | 248 | 6 | 0.0% | — | 17 | +248 | New | Q1 2024 | May 01, 2024 |
| Mirae Asset Global Investments Co., Ltd. | History | Closed out | 0 | 0 | — | 0.02% | — | -459,158 | -100.0% | Q4 2023 | Jan 24, 2024 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -55,505 | -100.0% | Q4 2023 | Feb 15, 2024 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,970 | -100.0% | Q4 2023 | Feb 14, 2024 |
| US BANCORP \DE\ | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q4 2023 | Feb 09, 2024 |
| FMR LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2024 | May 13, 2024 |
| MORGAN STANLEY | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2024 | Oct 17, 2024 |