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 | 676,092 | 14,224 | 0.0% | 0.0% | 1 | +27,781 | 4.29% | Q1 2026 | May 06, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 470,611 | 9,901 | 0.33% | 0.25% | 2 | +7,503 | 1.62% | Q1 2026 | Apr 23, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 187,497 | 3,944 | 0.01% | 0.01% | 3 | +1,522 | 0.82% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 89,051 | 1,873 | 0.0% | 0.0% | 4 | +6,484 | 7.85% | Q1 2026 | May 14, 2026 |
| XML Financial, LLC | History | Added to | 60,131 | 1,265 | 0.1% | 0.05% | 5 | +30,177 | 100.74% | Q1 2026 | Apr 16, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 59,583 | 1,254 | 0.0% | 0.0% | 6 | +25,659 | 75.64% | Q1 2026 | Apr 22, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 51,800 | 1,089 | 0.12% | 0.13% | 7 | -1,300 | -2.45% | Q1 2026 | May 04, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 49,801 | 1,048 | 0.0% | 0.0% | 8 | +29,409 | 144.22% | Q1 2026 | Apr 30, 2026 |
| Cetera Investment Advisers | History | Added to | 41,355 | 870 | 0.0% | 0.0% | 9 | +3,780 | 10.06% | Q1 2026 | May 13, 2026 |
| Massar Capital Management, LP | History | New | 40,305 | 848 | 0.09% | — | 10 | +40,305 | New | Q1 2026 | May 15, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 33,651 | 708 | 0.02% | 0.02% | 11 | -2,247 | -6.26% | Q1 2026 | May 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 29,822 | 627 | 0.0% | 0.0% | 12 | +16,576 | 125.14% | Q1 2026 | May 04, 2026 |
| Mariner, LLC | History | Added to | 29,029 | 610 | 0.0% | 0.0% | 13 | +6,627 | 29.58% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 25,559 | 537 | 0.0% | 0.0% | 14 | -5,587 | -17.94% | Q1 2026 | May 15, 2026 |
| PMG Family Office LLC | History | Added to | 24,963 | 525 | 0.59% | 0.59% | 15 | +1,756 | 7.57% | Q1 2026 | Apr 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 22,790 | 479 | 0.0% | 0.0% | 16 | +7,033 | 44.63% | Q1 2026 | May 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 21,852 | 459 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Mutual Advisors, LLC | History | Added to | 20,555 | 432 | 0.01% | 0.01% | 18 | +8,175 | 66.03% | Q1 2026 | May 01, 2026 |
| Private Advisor Group, LLC | History | Added to | 19,000 | 399 | 0.0% | 0.0% | 19 | +3,000 | 18.75% | Q1 2026 | Apr 24, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 18,196 | 382 | 0.0% | 0.0% | 20 | +3,053 | 20.16% | Q1 2026 | Apr 20, 2026 |
| Murphy & Mullick Capital Management Corp | History | Reduced | 13,714 | 288 | 0.21% | 0.23% | 21 | -650 | -4.53% | Q1 2026 | Apr 17, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Added to | 13,512 | 284 | 0.07% | 0.08% | 22 | +341 | 2.59% | Q1 2026 | Apr 29, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 12,716 | 267 | 0.01% | 0.01% | 23 | +1,102 | 9.49% | Q1 2026 | May 15, 2026 |
| Tactive Advisors, LLC | History | No change | 12,613 | 265 | 0.07% | 0.08% | 24 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 12,045 | 253 | 0.0% | 0.0% | 25 | -41,154 | -77.36% | Q1 2026 | May 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 11,455 | 241 | 0.02% | 0.02% | 26 | +438 | 3.98% | Q1 2026 | May 01, 2026 |
| Jaffetilchin Investment Partners, LLC | History | New | 11,085 | 233 | 0.01% | — | 27 | +11,085 | New | Q1 2026 | May 13, 2026 |
| Sonoma Allocations LLC | History | Reduced | 9,907 | 208 | 0.07% | 0.08% | 28 | -456 | -4.4% | Q1 2026 | May 19, 2026 |
| PRIVATE TRUST CO NA | History | No change | 9,017 | 202 | 0.02% | 0.02% | 29 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 9,547 | 200 | 0.01% | 0.0% | 30 | +6,135 | 179.81% | Q1 2026 | Apr 28, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 8,816 | 185 | 0.03% | 0.04% | 31 | -826 | -8.57% | Q1 2026 | May 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 7,145 | 150 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FIFTH THIRD BANCORP | History | New | 5,252 | 110 | 0.0% | — | 34 | +5,252 | New | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 5,030 | 110 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| IFP Advisors, Inc | History | Added to | 4,529 | 95 | 0.0% | 0.0% | 35 | +278 | 6.54% | Q1 2026 | Apr 13, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 3,093 | 65 | 0.0% | 0.0% | 36 | +257 | 9.06% | Q1 2026 | Apr 27, 2026 |
| Advisory Services Network, LLC | History | New | 2,889 | 60 | 0.0% | — | 37 | +2,889 | New | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,988 | 41 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 1,350 | 28 | 0.02% | — | 39 | +1,350 | New | Q1 2026 | May 12, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 1,326 | 27 | 0.0% | 0.0% | 40 | -114 | -7.92% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 120,100 | 25 | 0.0% | 0.0% | 41 | +20,000 | 19.98% | Q1 2026 | May 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 1,215 | 25 | 0.0% | — | 42 | +1,215 | New | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | No change | 553 | 11 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Granite Bay Wealth Management, LLC | History | New | 48,600 | 10 | 0.0% | — | 44 | +48,600 | New | Q1 2026 | May 01, 2026 |
| Triumph Capital Management | History | No change | 400 | 8 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| GROUP ONE TRADING LLC | History | New | 340 | 7 | 0.0% | — | 46 | +340 | New | Q1 2026 | May 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 163 | 3 | 0.0% | 0.0% | 47 | +1 | 0.62% | Q1 2026 | Apr 09, 2026 |
| Root Financial Partners, LLC | History | No change | 103 | 2 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| FMR LLC | History | Reduced | 91 | 1 | 0.0% | 0.0% | 49 | -1 | -1.09% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 62 | 1 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,170 | -100.0% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,664 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Farther Finance Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,188 | -100.0% | Q1 2026 | Apr 07, 2026 |
| NFSG Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -920 | -100.0% | Q1 2026 | May 05, 2026 |
| Rossby Financial, LCC | History | Closed out | 0 | 0 | — | 0.0% | — | -490 | -100.0% | Q1 2026 | May 11, 2026 |
| AE Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -460 | -100.0% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Reduced | 29 | 0 | — | 0.0% | — | -36 | -55.38% | Q1 2026 | May 05, 2026 |
| MAI Capital Management | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |