Global X Funds - AGNG
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 9 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Bright Futures Wealth Management, LLC. | History | New | 52,641 | 1,889 | 1.4% | — | 1 | +52,641 | New | Q4 2025 | Feb 05, 2026 |
| Daiwa Securities Group Inc. | History | Reduced | 40,000 | 1,436 | 0.0% | 0.05% | 2 | -410,000 | -91.11% | Q4 2025 | Feb 11, 2026 |
| Cetera Investment Advisers | History | Added to | 34,019 | 1,221 | 0.0% | 0.0% | 3 | +9,367 | 38.0% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | New | 33,750 | 1,211 | 0.0% | — | 4 | +33,750 | New | Q4 2025 | Feb 18, 2026 |
| LPL Financial LLC | History | Added to | 32,702 | 1,173 | 0.0% | 0.0% | 5 | +3,691 | 12.72% | Q4 2025 | Feb 11, 2026 |
| Paller Financial Services Inc | History | New | 28,030 | 1,006 | 0.81% | — | 6 | +28,030 | New | Q4 2025 | Jan 15, 2026 |
| REDW Wealth LLC | History | Reduced | 25,379 | 911 | 0.35% | 0.36% | 7 | -2,900 | -10.25% | Q4 2025 | Jan 28, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 24,528 | 880 | 0.0% | 0.0% | 8 | -26,849 | -52.26% | Q4 2025 | Feb 17, 2026 |
| Lido Advisors, LLC | History | No change | 24,706 | 827 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 21,520 | 772 | 0.0% | — | 10 | +21,520 | New | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 20,166 | 723 | 0.0% | 0.0% | 11 | -941 | -4.46% | Q4 2025 | Feb 18, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 16,256 | 583 | 0.0% | 0.0% | 12 | +451 | 2.85% | Q4 2025 | Feb 17, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 15,902 | 570 | 0.01% | 0.01% | 13 | -384 | -2.36% | Q4 2025 | Feb 02, 2026 |
| Oder Investment Management, LLC | History | No change | 11,651 | 418 | 0.3% | 0.28% | 14 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Insight Advisors, LLC/ PA | History | Reduced | 8,565 | 307 | 0.05% | 0.05% | 15 | -1,447 | -14.45% | Q4 2025 | Feb 11, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 7,875 | 282 | 0.0% | 0.0% | 16 | +340 | 4.51% | Q4 2025 | Jan 20, 2026 |
| Tidal Investments LLC | History | New | 7,526 | 270 | 0.0% | — | 17 | +7,526 | New | Q4 2025 | Feb 13, 2026 |
| Arkadios Wealth Advisors | History | No change | 7,121 | 255 | 0.0% | 0.01% | 18 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 6,950 | 249 | 0.0% | — | 19 | +6,950 | New | Q4 2025 | Feb 13, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | New | 6,070 | 217 | 0.1% | — | 20 | +6,070 | New | Q4 2025 | Feb 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2,900 | 104 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,214 | 43 | 0.0% | 0.0% | 22 | +225 | 22.75% | Q4 2025 | Jan 23, 2026 |
| Global Retirement Partners, LLC | History | No change | 853 | 30 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MORGAN STANLEY | History | Added to | 612 | 21 | 0.0% | 0.0% | 24 | +110 | 21.91% | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | No change | 600 | 21 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Estate Planners Group, LLC | History | New | 307 | 11 | 0.0% | — | 26 | +307 | New | Q4 2025 | Apr 07, 2026 |
| FMR LLC | History | Reduced | 215 | 7 | 0.0% | 0.0% | 27 | -1,072 | -83.29% | Q4 2025 | Feb 17, 2026 |
| Elevated Capital Advisors, LLC | History | New | 179 | 6 | 0.0% | — | 28 | +179 | New | Q4 2025 | Jan 27, 2026 |
| Allworth Financial LP | History | New | 125 | 4 | 0.0% | — | 29 | +125 | New | Q4 2025 | Feb 05, 2026 |
| Realta Investment Advisors | History | Added to | 113 | 4 | 0.0% | 0.0% | 31 | +67 | 145.65% | Q4 2025 | Jan 20, 2026 |
| Geneos Wealth Management Inc. | History | No change | 124 | 4 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Rossby Financial, LCC | History | Reduced | 42 | 1 | 0.0% | 0.0% | 32 | -3 | -6.67% | Q4 2025 | Feb 12, 2026 |
| SEI INVESTMENTS CO | History | Closed out | 0 | 0 | — | 0.0% | — | -20,317 | -100.0% | Q3 2025 | Nov 13, 2025 |
| FRANKLIN RESOURCES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,488 | -100.0% | Q3 2025 | Nov 13, 2025 |
| HBW ADVISORY SERVICES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -945 | -100.0% | Q3 2025 | Oct 16, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -932 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Signature Resources Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -320 | -100.0% | Q3 2025 | Oct 16, 2025 |
| JONES FINANCIAL COMPANIES LLLP | History | Closed out | 0 | 0 | — | 0.0% | — | -34 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Richard W. Paul & Associates, LLC | History | Reduced | 17 | 0 | — | 0.0% | — | -24 | -58.54% | Q4 2025 | Feb 12, 2026 |
| SIMPLEX TRADING, LLC | History | New | 18 | 0 | — | — | — | +18 | New | Q4 2025 | Feb 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |