Global X Funds - COLO
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Moran Wealth Management, LLC | History | Added to | 275,387 | 9,814 | 0.3% | 0.27% | 1 | +1,947 | 0.71% | Q4 2025 | Jan 26, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 193,760 | 8,130 | 0.03% | 0.02% | 2 | -951 | -0.49% | Q4 2025 | Feb 18, 2026 |
| LPL Financial LLC | History | Added to | 132,509 | 4,722 | 0.0% | 0.0% | 3 | +5,718 | 4.51% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Added to | 120,635 | 4,299 | 0.0% | 0.0% | 4 | +101,141 | 518.83% | Q4 2025 | Feb 13, 2026 |
| Empowered Funds, LLC | History | New | 75,443 | 2,688 | 0.05% | — | 5 | +75,443 | New | Q4 2025 | Feb 18, 2026 |
| WHITEBOX ADVISORS LLC | History | Added to | 65,100 | 2,320 | 0.03% | 0.02% | 6 | +27,000 | 70.87% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 52,647 | 1,876 | 0.0% | 0.0% | 7 | -18,383 | -25.88% | Q4 2025 | Feb 18, 2026 |
| Lansing Street Advisors | History | Reduced | 48,338 | 1,811 | 0.46% | 0.42% | 8 | -388 | -0.8% | Q4 2025 | Jan 26, 2026 |
| Focus Partners Wealth | History | New | 40,280 | 1,435 | 0.0% | — | 9 | +40,280 | New | Q4 2025 | Feb 13, 2026 |
| Massar Capital Management, LP | History | No change | 40,000 | 1,425 | 0.15% | 0.17% | 10 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Added to | 41,053 | 1,379 | 0.01% | 0.01% | 11 | +7,351 | 21.81% | Q4 2025 | Feb 18, 2026 |
| Sigma Planning Corp | History | Added to | 36,794 | 1,378 | 0.04% | 0.03% | 12 | +8,561 | 30.32% | Q4 2025 | Jan 30, 2026 |
| HighTower Advisors, LLC | History | Added to | 37,016 | 1,319 | 0.0% | 0.0% | 13 | +1,827 | 5.19% | Q4 2025 | Feb 06, 2026 |
| JANE STREET GROUP, LLC | History | New | 35,057 | 1,249 | 0.0% | — | 14 | +35,057 | New | Q4 2025 | Feb 12, 2026 |
| Man Group plc | History | Reduced | 34,343 | 1,223 | 0.0% | 0.0% | 15 | -12,975 | -27.42% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 23,867 | 851 | 0.0% | — | 16 | +23,867 | New | Q4 2025 | Feb 17, 2026 |
| Cavalier Investments, LLC | History | Added to | 17,376 | 619 | 0.03% | 0.04% | 17 | +532 | 3.16% | Q4 2025 | Feb 13, 2026 |
| Militia Capital Partners, LP | History | Added to | 16,700 | 595 | 0.23% | 0.23% | 18 | +1,500 | 9.87% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 14,145 | 504 | 0.0% | 0.0% | 19 | +645 | 4.78% | Q4 2025 | Jan 29, 2026 |
| Arrow Investment Advisors, LLC | History | New | 12,931 | 460 | 0.51% | — | 20 | +12,931 | New | Q4 2025 | Feb 09, 2026 |
| Advisory Services Network, LLC | History | Added to | 10,336 | 368 | 0.01% | 0.0% | 21 | +83 | 0.81% | Q4 2025 | Feb 17, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 9,839 | 350 | 0.01% | 0.01% | 22 | +172 | 1.78% | Q4 2025 | Feb 17, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 8,411 | 299 | 0.04% | 0.03% | 23 | +1,193 | 16.53% | Q4 2025 | Feb 13, 2026 |
| GTS SECURITIES LLC | History | New | 8,307 | 296 | 0.01% | — | 24 | +8,307 | New | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 7,471 | 266 | 0.0% | 0.0% | 25 | -3,769 | -33.53% | Q4 2025 | Feb 17, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | No change | 7,044 | 251 | 0.04% | 0.04% | 26 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ES4, LLC | History | New | 6,892 | 245 | 0.17% | — | 27 | +6,892 | New | Q4 2025 | Feb 13, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 2,304 | 82 | 0.0% | 0.0% | 28 | +1,811 | 367.34% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,294 | 81 | 0.0% | 0.0% | 29 | +661 | 40.48% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 998 | 35 | 0.0% | 0.0% | 30 | -22,576 | -95.77% | Q4 2025 | Feb 17, 2026 |
| Sound Income Strategies, LLC | History | No change | 890 | 35 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| COMERICA BANK | History | Added to | 585 | 20 | 0.0% | 0.0% | 32 | +424 | 263.35% | Q4 2025 | Jan 29, 2026 |
| Uniplan Investment Counsel, Inc. | History | Reduced | 514 | 18 | 0.0% | 0.0% | 33 | -383 | -42.7% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | New | 312 | 11 | 0.0% | — | 34 | +312 | New | Q4 2025 | Feb 17, 2026 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -40,787 | -100.0% | Q3 2025 | Nov 10, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -33,050 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Sanctuary Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -29,148 | -100.0% | Q3 2025 | Jan 13, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -16,926 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -10,748 | -100.0% | Q3 2025 | Nov 12, 2025 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -66 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 13, 2025 |