Global X Funds - BKCH
Detailed investor-level table based on 13F positions.
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 | No change | 462,436 | 35,875 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 382,140 | 28,603 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 172,179 | 12,887 | 0.02% | 0.02% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 126,556 | 9,472 | 0.04% | 0.04% | 4 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LPL Financial LLC | History | No change | 95,139 | 7,121 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GTS SECURITIES LLC | History | No change | 91,191 | 6,825 | 0.14% | 0.14% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 68,637 | 5,137 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 57,140 | 4,276 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Emerald Advisors, LLC | History | Added to | 31,583 | 2,205 | 0.28% | 0.27% | 9 | +2,664 | 9.21% | Q3 2026 | Oct 13, 2026 |
| Atria Investments, Inc | History | Added to | 27,531 | 1,922 | 0.02% | 0.02% | 10 | +1,387 | 5.31% | Q3 2026 | Oct 15, 2026 |
| JANE STREET GROUP, LLC | History | No change | 24,895 | 1,863 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 20,863 | 1,561 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | No change | 18,200 | 1,362 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 16,865 | 1,262 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | New | 15,774 | 1,101 | 0.0% | — | 15 | +15,774 | New | Q3 2026 | Oct 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 15,025 | 1,049 | 0.0% | 0.0% | 16 | +873 | 6.17% | Q3 2026 | Nov 02, 2026 |
| MORGAN STANLEY | History | No change | 13,853 | 1,036 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | No change | 9,717 | 727 | 0.28% | 0.28% | 18 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 9,700 | 726 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Venturi Wealth Management, LLC | History | No change | 8,807 | 659 | 0.03% | 0.03% | 20 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Vise Technologies, Inc. | History | Added to | 7,323 | 511 | 0.0% | 0.01% | 21 | +58 | 0.8% | Q3 2026 | Oct 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 7,786 | 499 | 0.0% | 0.0% | 22 | +12 | 0.15% | Q3 2026 | Oct 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 6,405 | 447 | 0.0% | 0.0% | 23 | -2,924 | -31.34% | Q3 2026 | Nov 02, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 5,270 | 394 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 5,574 | 389 | 0.01% | 0.01% | 25 | +11 | 0.2% | Q3 2026 | Oct 21, 2026 |
| CreativeOne Wealth, LLC | History | No change | 4,971 | 372 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 3,960 | 296 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 4,039 | 282 | 0.07% | 0.07% | 28 | +10 | 0.25% | Q3 2026 | Oct 19, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | Added to | 3,366 | 235 | 0.07% | 0.07% | 29 | +11 | 0.33% | Q3 2026 | Oct 14, 2026 |
| Mariner, LLC | History | No change | 3,063 | 229 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 3,275 | 228 | 0.05% | 0.05% | 31 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 2,905 | 217 | 0.02% | 0.02% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Reduced | 3,024 | 211 | 0.02% | 0.02% | 33 | -70 | -2.26% | Q3 2026 | Oct 27, 2026 |
| Cambridge Advisors Inc. | History | No change | 3,011 | 210 | 0.04% | 0.04% | 34 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,889 | 141 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 1,798 | 125 | 0.0% | 0.0% | 36 | -2,328 | -56.42% | Q3 2026 | Oct 08, 2026 |
| GK Wealth Management LLC | History | Reduced | 1,594 | 111 | 0.06% | 0.11% | 37 | -1,263 | -44.21% | Q3 2026 | Oct 09, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,200 | 89 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | No change | 793 | 59 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WHITTIER TRUST CO | History | No change | 737 | 53 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sankala Group LLC | History | No change | 786 | 48 | 0.03% | 0.03% | 41 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| BFC Planning, Inc. | History | No change | 583 | 43 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| AE Wealth Management LLC | History | No change | 465 | 34 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ROYAL BANK OF CANADA | History | No change | 366 | 27 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 343 | 25 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 343 | 25 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | New | 336 | 23 | 0.0% | — | 47 | +336 | New | Q3 2026 | Nov 03, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 272 | 20 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Waverly Advisors, LLC | History | No change | 273 | 20 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 272 | 20 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Burk Holdings LLC | History | No change | 277 | 19 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 206 | 15 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Root Financial Partners, LLC | History | New | 192 | 13 | 0.0% | — | 53 | +192 | New | Q3 2026 | Oct 21, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 161 | 10 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| IFG Advisory, LLC | History | No change | 126 | 9 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 105 | 7 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 97 | 7 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BESSEMER GROUP INC | History | No change | 80 | 6 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 51 | 3 | 0.0% | 0.0% | 60 | -1,472 | -96.65% | Q3 2026 | Nov 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 47 | 3 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Geneos Wealth Management Inc. | History | No change | 41 | 3 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SIGNATUREFD, LLC | History | No change | 42 | 2 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | No change | 41 | 2 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Asset Dedication, LLC | History | New | 27 | 1 | 0.0% | — | 68 | +27 | New | Q3 2026 | Nov 02, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 16 | 1 | 0.0% | — | 67 | +16 | New | Q3 2026 | Nov 04, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 19 | 1 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 15 | 1 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Copia Wealth Management | History | No change | 20 | 1 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| WT Wealth Management | History | Closed out | 0 | 0 | — | 0.08% | — | -3,633 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Ignite Planners, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,424 | -100.0% | Q3 2026 | Oct 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 10 | 0 | — | — | — | +10 | New | Q3 2026 | Oct 27, 2026 |
| Team Financial Group, LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q3 2026 | Oct 30, 2026 |
| Heritage Wealth Advisors | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 14 | 0 | — | 0.0% | — | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Larson Financial Group LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GAMMA Investing LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Harborfront Financial Group LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |