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 | 648,311 | 14,262 | 0.0% | 0.0% | 1 | +59,246 | 10.06% | Q4 2025 | Feb 11, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 463,108 | 10,188 | 0.25% | 0.21% | 2 | -40,487 | -8.04% | Q4 2025 | Feb 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 185,975 | 4,091 | 0.01% | 0.01% | 3 | -8,378 | -4.31% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 82,567 | 1,816 | 0.0% | 0.0% | 4 | +1,503 | 1.85% | Q4 2025 | Feb 18, 2026 |
| JANE STREET GROUP, LLC | History | New | 53,199 | 1,170 | 0.0% | — | 5 | +53,199 | New | Q4 2025 | Feb 12, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 53,100 | 1,168 | 0.13% | 0.15% | 6 | -7,900 | -12.95% | Q4 2025 | Mar 03, 2026 |
| Cetera Investment Advisers | History | Added to | 37,575 | 826 | 0.0% | 0.0% | 7 | +17,730 | 89.34% | Q4 2025 | Feb 17, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 35,898 | 789 | 0.02% | 0.08% | 8 | -19,841 | -35.6% | Q4 2025 | Feb 10, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 33,924 | 746 | 0.0% | 0.0% | 9 | +5,426 | 19.04% | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 31,146 | 686 | 0.0% | — | 10 | +31,146 | New | Q4 2025 | Feb 17, 2026 |
| XML Financial, LLC | History | Added to | 29,954 | 658 | 0.05% | 0.02% | 11 | +16,375 | 120.59% | Q4 2025 | Feb 11, 2026 |
| PMG Family Office LLC | History | Reduced | 23,207 | 510 | 0.59% | 0.62% | 12 | -2,405 | -9.39% | Q4 2025 | Jan 28, 2026 |
| Mariner, LLC | History | Added to | 22,402 | 492 | 0.0% | 0.0% | 13 | +2,141 | 10.57% | Q4 2025 | Feb 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 21,852 | 480 | 0.01% | 0.01% | 14 | +312 | 1.45% | Q4 2025 | Feb 09, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 20,392 | 449 | 0.0% | 0.0% | 15 | +4,757 | 30.43% | Q4 2025 | Feb 05, 2026 |
| Private Advisor Group, LLC | History | Added to | 16,000 | 352 | 0.0% | 0.0% | 16 | +1,000 | 6.67% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 15,757 | 346 | 0.0% | 0.0% | 17 | +1,314 | 9.1% | Q4 2025 | Feb 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 15,143 | 333 | 0.0% | 0.0% | 18 | +1,197 | 8.58% | Q4 2025 | Jan 29, 2026 |
| Murphy & Mullick Capital Management Corp | History | Added to | 14,364 | 316 | 0.23% | 0.23% | 19 | +56 | 0.39% | Q4 2025 | Feb 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 13,246 | 291 | 0.0% | 0.0% | 20 | +3,078 | 30.27% | Q4 2025 | Feb 10, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Reduced | 13,171 | 289 | 0.08% | 0.08% | 21 | -279 | -2.07% | Q4 2025 | Feb 04, 2026 |
| Tactive Advisors, LLC | History | Reduced | 12,613 | 277 | 0.08% | 0.08% | 22 | -35 | -0.28% | Q4 2025 | Jan 09, 2026 |
| Mutual Advisors, LLC | History | Added to | 12,380 | 272 | 0.01% | 0.01% | 23 | +125 | 1.02% | Q4 2025 | Feb 02, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 11,614 | 255 | 0.01% | 0.01% | 24 | -1,636 | -12.35% | Q4 2025 | Feb 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 11,017 | 242 | 0.02% | — | 25 | +11,017 | New | Q4 2025 | Feb 03, 2026 |
| Sonoma Allocations LLC | History | No change | 10,363 | 231 | 0.08% | 0.08% | 26 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 9,642 | 212 | 0.04% | 0.05% | 27 | -2,920 | -23.24% | Q4 2025 | Feb 12, 2026 |
| PRIVATE TRUST CO NA | History | No change | 9,017 | 198 | 0.02% | 0.02% | 28 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 7,145 | 157 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Rockefeller Capital Management L.P. | History | New | 5,170 | 113 | 0.0% | — | 30 | +5,170 | New | Q4 2025 | Mar 16, 2026 |
| COMERICA BANK | History | Added to | 5,030 | 110 | 0.0% | 0.0% | 31 | +75 | 1.51% | Q4 2025 | Jan 29, 2026 |
| IFP Advisors, Inc | History | Added to | 4,251 | 93 | 0.0% | 0.0% | 32 | +60 | 1.43% | Q4 2025 | Feb 06, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 3,412 | 75 | 0.0% | — | 33 | +3,412 | New | Q4 2025 | Jan 21, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 2,836 | 62 | 0.0% | 0.0% | 34 | -125 | -4.22% | Q4 2025 | Feb 03, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,988 | 43 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Kestra Advisory Services, LLC | History | New | 1,664 | 36 | 0.0% | — | 36 | +1,664 | New | Q4 2025 | Feb 13, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 1,440 | 31 | 0.0% | 0.0% | 37 | +1,103 | 327.3% | Q4 2025 | Feb 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,188 | 26 | 0.0% | 0.0% | 38 | +10 | 0.85% | Q4 2025 | Jan 23, 2026 |
| HighTower Advisors, LLC | History | New | 100,100 | 22 | 0.0% | — | 39 | +100,100 | New | Q4 2025 | Feb 06, 2026 |
| Newbridge Financial Services Group, Inc. | History | Reduced | 920 | 20 | 0.0% | 0.01% | 40 | -1,000 | -52.08% | Q4 2025 | Jan 21, 2026 |
| MORGAN STANLEY | History | Reduced | 553 | 12 | 0.0% | 0.0% | 41 | -518 | -48.37% | Q4 2025 | Feb 13, 2026 |
| Rossby Financial, LCC | History | Added to | 490 | 10 | 0.0% | 0.0% | 43 | +34 | 7.46% | Q4 2025 | Feb 12, 2026 |
| AE Wealth Management LLC | History | No change | 460 | 10 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Triumph Capital Management | History | New | 400 | 8 | 0.0% | — | 44 | +400 | New | Q4 2025 | Feb 12, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 162 | 3 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Root Financial Partners, LLC | History | New | 103 | 2 | 0.0% | — | 47 | +103 | New | Q4 2025 | Feb 10, 2026 |
| FMR LLC | History | Reduced | 92 | 2 | 0.0% | 0.0% | 46 | -41 | -30.83% | Q4 2025 | Feb 17, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 62 | 1 | 0.0% | 0.0% | 48 | -8,077 | -99.24% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | New | 65 | 1 | 0.0% | — | 49 | +65 | New | Q4 2025 | Jan 29, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -33,451 | -100.0% | Q3 2025 | Nov 17, 2025 |
| SteelPeak Wealth, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -24,650 | -100.0% | Q3 2025 | Oct 21, 2025 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -17,259 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -10,643 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,592 | -100.0% | Q3 2025 | Nov 18, 2025 |
| BlackRock, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,838 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Activest Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -531 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Glassman Wealth Services | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2025 | Nov 10, 2025 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 26, 2025 |
| WELLS FARGO & COMPANY/MN | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 13, 2026 |