Global X Funds - BKCH
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 6 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | History | Added to | 915,900 | 58,507 | 0.0% | 0.0% | 1 | +185,401 | 25.38% | Q4 2025 | Feb 11, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 246,531 | 15,748 | 0.02% | 0.04% | 2 | -22,969 | -8.52% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 156,645 | 10,006 | 0.0% | 0.0% | 3 | +67,705 | 76.12% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | New | 140,291 | 8,961 | 0.0% | — | 4 | +140,291 | New | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Reduced | 110,609 | 7,065 | 0.03% | 0.07% | 5 | -53,869 | -32.75% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 102,471 | 6,545 | 0.0% | 0.0% | 6 | +61,531 | 150.3% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 100,351 | 6,410 | 0.0% | 0.0% | 7 | +3,091 | 3.18% | Q4 2025 | Feb 11, 2026 |
| Belvedere Trading LLC | History | Added to | 88,397 | 5,646 | 0.01% | 0.0% | 8 | +77,597 | 718.49% | Q4 2025 | Feb 10, 2026 |
| Cetera Investment Advisers | History | Reduced | 79,561 | 5,082 | 0.01% | 0.01% | 9 | -4,589 | -5.45% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 78,797 | 5,033 | 0.0% | 0.0% | 10 | +41,753 | 112.71% | Q4 2025 | Feb 17, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 52,500 | 3,353 | 0.01% | 0.01% | 11 | +24,600 | 88.17% | Q4 2025 | Jan 26, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 32,633 | 2,084 | 0.0% | 0.0% | 12 | +3,110 | 10.53% | Q4 2025 | Feb 10, 2026 |
| Emerald Advisors, LLC | History | Reduced | 28,990 | 1,851 | 0.25% | 0.37% | 13 | -2,909 | -9.12% | Q4 2025 | Jan 27, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 14,394 | 919 | 0.0% | 0.0% | 14 | +10,075 | 233.27% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 10,675 | 682 | 0.0% | 0.0% | 15 | +2,105 | 24.56% | Q4 2025 | Feb 05, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | New | 9,904 | 632 | 0.28% | — | 16 | +9,904 | New | Q4 2025 | Feb 06, 2026 |
| Mutual Advisors, LLC | History | No change | 9,646 | 616 | 0.01% | 0.02% | 17 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 8,924 | 570 | 0.0% | 0.0% | 18 | +1,165 | 15.01% | Q4 2025 | Feb 12, 2026 |
| Venturi Wealth Management, LLC | History | No change | 8,807 | 562 | 0.02% | 0.04% | 19 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 8,088 | 516 | 0.02% | 0.03% | 20 | -247 | -2.96% | Q4 2025 | Feb 17, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 6,896 | 440 | 0.01% | 0.02% | 21 | -611 | -8.14% | Q4 2025 | Feb 03, 2026 |
| UBS Group AG | History | Added to | 6,306 | 402 | 0.0% | 0.0% | 22 | +3,671 | 139.32% | Q4 2025 | Jan 29, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 5,900 | 376 | 0.0% | 0.0% | 23 | -15,819 | -72.83% | Q4 2025 | Feb 12, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 4,907 | 313 | 0.0% | 0.0% | 24 | +4,586 | 1428.66% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 3,524 | 264 | 0.0% | 0.0% | 25 | +2 | 0.06% | Q4 2025 | Jan 08, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | New | 4,119 | 263 | 0.01% | — | 26 | +4,119 | New | Q4 2025 | Feb 12, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 4,056 | 259 | 0.08% | 0.11% | 27 | +135 | 3.44% | Q4 2025 | Feb 10, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 4,007 | 255 | 0.0% | 0.0% | 28 | +585 | 17.1% | Q4 2025 | Mar 16, 2026 |
| Mariner, LLC | History | Reduced | 3,785 | 241 | 0.0% | 0.0% | 29 | -67 | -1.74% | Q4 2025 | Feb 13, 2026 |
| Ignite Planners, LLC | History | New | 3,268 | 235 | 0.04% | — | 30 | +3,268 | New | Q4 2025 | Feb 06, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | Reduced | 3,452 | 220 | 0.08% | 0.11% | 31 | -43 | -1.23% | Q4 2025 | Jan 21, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 3,275 | 209 | 0.05% | 0.07% | 32 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 2,670 | 170 | 0.0% | 0.0% | 33 | +2,258 | 548.06% | Q4 2025 | Feb 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 2,577 | 164 | 0.0% | 0.0% | 34 | +104 | 4.21% | Q4 2025 | Feb 06, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 1,744 | 111 | 0.0% | 0.0% | 35 | -101 | -5.47% | Q4 2025 | Feb 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,521 | 97 | 0.0% | 0.0% | 36 | +1,463 | 2522.41% | Q4 2025 | Jan 23, 2026 |
| MORGAN STANLEY | History | Reduced | 1,301 | 83 | 0.0% | 0.0% | 37 | -75 | -5.45% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | New | 1,227 | 78 | 0.0% | — | 38 | +1,227 | New | Q4 2025 | Feb 13, 2026 |
| Sankala Group LLC | History | New | 1,024 | 63 | 0.05% | — | 39 | +1,024 | New | Q4 2025 | Mar 02, 2026 |
| WHITTIER TRUST CO | History | No change | 817 | 61 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Arax Advisory Partners | History | New | 899 | 57 | 0.0% | — | 41 | +899 | New | Q4 2025 | Feb 13, 2026 |
| AE Wealth Management LLC | History | Added to | 420 | 26 | 0.0% | 0.0% | 42 | +351 | 508.7% | Q4 2025 | Jan 26, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 337 | 21 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 328 | 20 | 0.0% | — | 44 | +328 | New | Q4 2025 | Jan 21, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | New | 292 | 18 | 0.0% | — | 46 | +292 | New | Q4 2025 | Jan 30, 2026 |
| ROYAL BANK OF CANADA | History | New | 285 | 18 | 0.0% | — | 45 | +285 | New | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 272 | 17 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 250 | 15 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 161 | 12 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 159 | 10 | 0.0% | — | 50 | +159 | New | Q4 2025 | Feb 10, 2026 |
| NewEdge Advisors, LLC | History | No change | 171 | 10 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Navalign, LLC | History | New | 150 | 9 | 0.0% | — | 53 | +150 | New | Q4 2025 | Feb 05, 2026 |
| FMR LLC | History | Added to | 155 | 9 | 0.0% | 0.0% | 52 | +143 | 1191.67% | Q4 2025 | Feb 17, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 82 | 5 | 0.0% | — | 55 | +82 | New | Q4 2025 | Feb 18, 2026 |
| CWM, LLC | History | Added to | 71 | 5 | 0.0% | 0.0% | 54 | +50 | 238.1% | Q4 2025 | Jan 26, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | Added to | 36 | 2 | 0.0% | 0.0% | 57 | +10 | 38.46% | Q4 2025 | Jan 28, 2026 |
| Geneos Wealth Management Inc. | History | No change | 41 | 2 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Copia Wealth Management | History | New | 20 | 1 | 0.0% | — | 61 | +20 | New | Q4 2025 | Feb 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 19 | 1 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SIGNATUREFD, LLC | History | No change | 29 | 1 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 22 | 1 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | Closed out | 0 | 0 | — | 0.02% | — | -11,420 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Sumitomo Mitsui Trust Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,400 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Strategic Wealth Investment Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,394 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,520 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cambridge Advisors Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -2,970 | -100.0% | Q3 2025 | Oct 15, 2025 |
| NorthRock Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,641 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SEI INVESTMENTS CO | History | Closed out | 0 | 0 | — | 0.0% | — | -2,359 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Merit Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,359 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Stonehage Fleming Financial Services Holdings Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -219 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Founders Financial Alliance, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -171 | -100.0% | Q3 2025 | Nov 07, 2025 |
| MMA ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -137 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -27 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Grey Fox Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -18 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Larson Financial Group LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q4 2025 | Feb 06, 2026 |
| Allworth Financial LP | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Feb 05, 2026 |
| CIBC Private Wealth Group LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Heritage Wealth Advisors | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |