Global X Funds - CLOU
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| UBS Group AG | History | No change | 684,389 | 15,563 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 378,169 | 8,599 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 242,100 | 5,505 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SPHERA FUNDS MANAGEMENT LTD. | History | No change | 195,900 | 4,454 | 0.58% | 0.58% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 162,061 | 3,685 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 137,160 | 3,119 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 99,753 | 2,268 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Riggs Asset Managment Co. Inc. | History | New | 79,194 | 2,253 | 0.42% | — | 8 | +79,194 | New | Q3 2026 | Nov 04, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 87,464 | 1,988 | 0.15% | 0.15% | 9 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 60,000 | 1,707 | 0.0% | 0.0% | 10 | +40,000 | 200.0% | Q3 2026 | Oct 29, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 65,666 | 1,493 | 0.06% | 0.06% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 64,865 | 1,475 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 64,162 | 1,459 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AGH Wealth Advisors, LLC | History | New | 46,306 | 1,317 | 0.76% | — | 14 | +46,306 | New | Q3 2026 | Oct 26, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 52,513 | 1,194 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 52,746 | 1,167 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 38,916 | 884 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 29,169 | 663 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 28,758 | 653 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diversify Advisory Services, LLC | History | New | 20,673 | 610 | 0.01% | — | 20 | +20,673 | New | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 20,673 | 610 | 0.01% | — | 21 | +20,673 | New | Q3 2026 | Oct 20, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 21,106 | 600 | 0.0% | 0.0% | 22 | +677 | 3.31% | Q3 2026 | Nov 02, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 25,582 | 581 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITADEL ADVISORS LLC | History | No change | 21,300 | 484 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| VestGen Advisors, LLC | History | New | 16,526 | 470 | 0.01% | — | 25 | +16,526 | New | Q3 2026 | Oct 27, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 20,493 | 466 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Ascentis Independent Advisors | History | New | 15,820 | 450 | 0.03% | — | 27 | +15,820 | New | Q3 2026 | Nov 03, 2026 |
| Oder Investment Management, LLC | History | No change | 19,496 | 443 | 0.3% | 0.3% | 28 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ROYAL BANK OF CANADA | History | No change | 19,184 | 436 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IHT Wealth Management, LLC | History | No change | 17,816 | 405 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kropog Financial Group, LLC | History | No change | 17,674 | 401 | 0.28% | 0.28% | 31 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sanctuary Advisors, LLC | History | No change | 16,514 | 375 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | No change | 16,397 | 372 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 12,930 | 367 | 0.01% | 0.01% | 34 | +100 | 0.78% | Q3 2026 | Oct 16, 2026 |
| Archford Capital Strategies, LLC | History | No change | 10,846 | 308 | 0.03% | 0.02% | 35 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 10,780 | 306 | 0.0% | 0.0% | 36 | -132 | -1.21% | Q3 2026 | Oct 26, 2026 |
| &PARTNERS | History | No change | 13,215 | 300 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 9,962 | 283 | 0.0% | 0.0% | 38 | +730 | 7.91% | Q3 2026 | Nov 02, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 10,822 | 246 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HRT FINANCIAL LP | History | No change | 10,785 | 245 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | New | 8,093 | 230 | 0.0% | — | 41 | +8,093 | New | Q3 2026 | Oct 23, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 7,975 | 227 | 0.0% | 0.0% | 43 | -6,475 | -44.81% | Q3 2026 | Nov 02, 2026 |
| NANO CAP NEW MILLENNIUM GROWTH FUND L P | History | No change | 10,000 | 227 | 0.17% | 0.17% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | New | 7,873 | 224 | 0.13% | — | 44 | +7,873 | New | Q3 2026 | Oct 26, 2026 |
| Symphony Financial, Ltd. Co. | History | New | 7,778 | 221 | 0.02% | — | 45 | +7,778 | New | Q3 2026 | Oct 22, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | New | 7,536 | 214 | 0.0% | — | 46 | +7,536 | New | Q3 2026 | Oct 15, 2026 |
| HighTower Advisors, LLC | History | No change | 9,055 | 205 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 6,826 | 194 | 0.0% | 0.0% | 48 | +910 | 15.38% | Q3 2026 | Oct 21, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 6,821 | 155 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 6,518 | 148 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CVA Family Office, LLC | History | No change | 6,416 | 145 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 5,185 | 117 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Triumph Capital Management | History | No change | 3,675 | 104 | 0.02% | 0.02% | 53 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 2,394 | 68 | 0.01% | 0.0% | 54 | +1,594 | 199.25% | Q3 2026 | Oct 20, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 2,648 | 60 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 1,952 | 55 | 0.0% | 0.0% | 57 | -20 | -1.01% | Q3 2026 | Nov 04, 2026 |
| JPMORGAN CHASE & CO | History | No change | 2,467 | 55 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Geneos Wealth Management Inc. | History | No change | 2,200 | 50 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 2,076 | 47 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 1,637 | 46 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| FIFTH THIRD BANCORP | History | No change | 1,950 | 44 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NFSG Corp | History | No change | 1,500 | 42 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,583 | 35 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Realta Investment Advisors | History | No change | 1,240 | 35 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 1,400 | 31 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Founders Financial Alliance, LLC | History | No change | 1,242 | 28 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,218 | 27 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GROUP ONE TRADING LLC | History | No change | 1,056 | 24 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 1,056 | 24 | 0.03% | 0.03% | 69 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| NewEdge Advisors, LLC | History | No change | 923 | 20 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 796 | 18 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| James T. Borello RIA | History | No change | 530 | 15 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Golden State Wealth Management, LLC | History | No change | 500 | 14 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Mosley Wealth Management | History | No change | 449 | 13 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| MOTCO | History | No change | 500 | 11 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| AE Wealth Management LLC | History | No change | 491 | 11 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| IFG Advisory, LLC | History | No change | 500 | 11 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | Reduced | 371 | 10 | 0.0% | 0.0% | 78 | -4,568 | -92.49% | Q3 2026 | Nov 04, 2026 |
| FMR LLC | History | No change | 407 | 9 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 360 | 8 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Center for Financial Planning, Inc. | History | No change | 300 | 8 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| TSFG, LLC | History | No change | 250 | 7 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Main Management LLC | History | No change | 204 | 5 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 216 | 4 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Dunhill Financial, LLC | History | No change | 199 | 4 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 140 | 3 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 160 | 3 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 150 | 3 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Signature Equity Partners, LLC | History | No change | 108 | 3 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| HM PAYSON & CO | History | No change | 100 | 2 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 101 | 2 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 100 | 2 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| City State Bank | History | No change | 45 | 1 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,400 | -100.0% | Q3 2026 | Nov 02, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -552 | -100.0% | Q3 2026 | Oct 29, 2026 |
| Mowery & Schoenfeld Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -245 | -100.0% | Q3 2026 | Oct 27, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 2 | 0 | — | 0.0% | — | -170 | -98.84% | Q3 2026 | Oct 08, 2026 |
| Bear Mountain Capital, Inc. | History | New | 35 | 0 | — | — | — | +35 | New | Q3 2026 | Nov 03, 2026 |
| Blue Trust, Inc. | History | New | 24 | 0 | — | — | — | +24 | New | Q3 2026 | Oct 15, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| BFC Planning, Inc. | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |