Global X Funds - DJIA
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 989,506 | 21,907 | 0.0% | 0.0% | 1 | +313,414 | 46.36% | Q2 2026 | Aug 07, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 467,472 | 10,349 | 0.18% | 0.33% | 2 | -3,139 | -0.67% | Q2 2026 | Jul 21, 2026 |
| XML Financial, LLC | History | Added to | 271,811 | 6,017 | 0.44% | 0.1% | 3 | +211,680 | 352.03% | Q2 2026 | Jul 24, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 183,183 | 4,055 | 0.0% | 0.01% | 4 | -4,314 | -2.3% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 91,269 | 2,020 | 0.0% | 0.0% | 5 | +2,218 | 2.49% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 68,658 | 1,520 | 0.0% | 0.0% | 6 | +43,099 | 168.63% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 65,612 | 1,453 | 0.0% | 0.0% | 7 | +6,029 | 10.12% | Q2 2026 | Aug 05, 2026 |
| Cetera Investment Advisers | History | Added to | 56,144 | 1,243 | 0.0% | 0.0% | 8 | +14,789 | 35.76% | Q2 2026 | Aug 12, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 52,766 | 1,168 | 0.02% | — | 9 | +52,766 | New | Q2 2026 | Aug 14, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 50,400 | 1,115 | 0.1% | 0.12% | 10 | -1,400 | -2.7% | Q2 2026 | Jul 29, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 50,288 | 1,113 | 0.0% | 0.0% | 11 | +27,498 | 120.66% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 50,264 | 1,113 | 0.0% | 0.0% | 12 | +463 | 0.93% | Q2 2026 | Jul 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 44,954 | 995 | 0.0% | 0.0% | 13 | +15,132 | 50.74% | Q2 2026 | Aug 03, 2026 |
| PMG Family Office LLC | History | Added to | 26,086 | 577 | 0.53% | 0.59% | 14 | +1,123 | 4.5% | Q2 2026 | Jul 16, 2026 |
| Private Advisor Group, LLC | History | Added to | 24,000 | 531 | 0.0% | 0.0% | 15 | +5,000 | 26.32% | Q2 2026 | Jul 27, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 23,106 | 510 | 0.03% | 0.02% | 16 | +11,651 | 101.71% | Q2 2026 | Jul 22, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 21,652 | 479 | 0.01% | 0.01% | 17 | -200 | -0.92% | Q2 2026 | Aug 12, 2026 |
| Mutual Advisors, LLC | History | Added to | 21,205 | 469 | 0.01% | 0.01% | 18 | +650 | 3.16% | Q2 2026 | Aug 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 18,324 | 405 | 0.0% | 0.0% | 19 | +128 | 0.7% | Q2 2026 | Jul 28, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 17,811 | 394 | 0.01% | 0.02% | 20 | -15,840 | -47.07% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 14,418 | 319 | 0.0% | — | 21 | +14,418 | New | Q2 2026 | Aug 07, 2026 |
| Murphy & Mullick Capital Management Corp | History | Reduced | 12,935 | 286 | 0.18% | 0.21% | 22 | -779 | -5.68% | Q2 2026 | Aug 14, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 12,725 | 281 | 0.01% | 0.01% | 23 | +9 | 0.07% | Q2 2026 | Aug 13, 2026 |
| Tactive Advisors, LLC | History | Reduced | 12,385 | 274 | 0.07% | 0.07% | 24 | -228 | -1.81% | Q2 2026 | Jul 08, 2026 |
| CITADEL ADVISORS LLC | History | New | 12,350 | 273 | 0.0% | — | 25 | +12,350 | New | Q2 2026 | Sep 02, 2026 |
| FSM Wealth Advisors, LLC | History | New | 11,687 | 258 | 0.03% | — | 26 | +11,687 | New | Q2 2026 | Jul 15, 2026 |
| Jaffetilchin Investment Partners, LLC | History | No change | 11,085 | 233 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Reduced | 10,432 | 230 | 0.05% | 0.07% | 28 | -3,080 | -22.79% | Q2 2026 | Jul 29, 2026 |
| Sonoma Allocations LLC | History | No change | 9,907 | 219 | 0.07% | 0.07% | 29 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| VALICENTI ADVISORY SERVICES INC | History | New | 9,740 | 216 | 0.04% | — | 30 | +9,740 | New | Q2 2026 | Jul 16, 2026 |
| PRIVATE TRUST CO NA | History | No change | 9,017 | 199 | 0.02% | 0.02% | 31 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 8,480 | 187 | 0.02% | 0.03% | 32 | -336 | -3.81% | Q2 2026 | Aug 04, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 7,145 | 158 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 5,354 | 118 | 0.0% | 0.0% | 34 | +102 | 1.94% | Q2 2026 | Aug 05, 2026 |
| IFP Advisors, Inc | History | Added to | 4,696 | 103 | 0.0% | 0.0% | 35 | +167 | 3.69% | Q2 2026 | Jul 20, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 3,535 | 78 | 0.0% | 0.0% | 36 | +442 | 14.29% | Q2 2026 | Jul 22, 2026 |
| Cape Investment Advisory, Inc. | History | New | 2,880 | 63 | 0.02% | — | 37 | +2,880 | New | Q2 2026 | Jul 23, 2026 |
| HighTower Advisors, LLC | History | No change | 120,100 | 26 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 786 | 17 | 0.0% | 0.0% | 39 | -540 | -40.72% | Q2 2026 | Aug 12, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 600 | 13 | 0.0% | 0.0% | 40 | +260 | 76.47% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 464 | 10 | 0.0% | — | 41 | +463 | 46300.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Reduced | 463 | 10 | 0.0% | 0.0% | 42 | -90 | -16.27% | Q2 2026 | Aug 13, 2026 |
| Triumph Capital Management | History | No change | 400 | 8 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 175 | 3 | 0.0% | — | 45 | +175 | New | Q2 2026 | Aug 07, 2026 |
| WELLINGTON-ALTUS USA INC. | History | New | 162 | 3 | 0.0% | — | 46 | +162 | New | Q2 2026 | Sep 17, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 163 | 3 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| IFG Advisory, LLC | History | New | 130 | 2 | 0.0% | — | 48 | +130 | New | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 91 | 2 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 62 | 1 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Granite Bay Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -48,600 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Massar Capital Management, LP | History | Closed out | 0 | 0 | — | 0.09% | — | -40,305 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -29,029 | -100.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,045 | -100.0% | Q2 2026 | Aug 14, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,547 | -100.0% | Q2 2026 | Jul 22, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,889 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,988 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Innovative Asset Advisors Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,350 | -100.0% | Q2 2026 | Aug 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,215 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -103 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Abound Wealth Management | History | New | 36 | 0 | — | — | — | +36 | New | Q2 2026 | Jul 10, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | — | — | -29 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | New | 20 | 0 | — | — | — | +20 | New | Q2 2026 | Aug 06, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Aug 03, 2026 |
| KERR FINANCIAL PLANNING Corp | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Jul 02, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q2 2026 | Aug 13, 2026 |