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 | No change | 989,506 | 21,907 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 467,472 | 10,349 | 0.18% | 0.18% | 2 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| XML Financial, LLC | History | Added to | 279,316 | 6,206 | 0.45% | 0.44% | 3 | +7,505 | 2.76% | Q3 2026 | Oct 29, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 183,183 | 4,055 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 91,269 | 2,020 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 68,658 | 1,520 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 65,890 | 1,464 | 0.0% | 0.0% | 7 | +15,626 | 31.09% | Q3 2026 | Nov 02, 2026 |
| Janney Montgomery Scott LLC | History | No change | 65,612 | 1,453 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cetera Investment Advisers | History | No change | 56,144 | 1,243 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 52,766 | 1,168 | 0.02% | 0.02% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 50,100 | 1,113 | 0.1% | 0.1% | 12 | -300 | -0.6% | Q3 2026 | Oct 19, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 50,288 | 1,113 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 44,954 | 995 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| PMG Family Office LLC | History | Reduced | 25,410 | 564 | 0.52% | 0.53% | 14 | -676 | -2.59% | Q3 2026 | Oct 19, 2026 |
| Private Advisor Group, LLC | History | No change | 24,000 | 531 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 23,276 | 515 | 0.03% | 0.03% | 16 | +170 | 0.74% | Q3 2026 | Nov 02, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 21,652 | 479 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mutual Advisors, LLC | History | No change | 21,205 | 469 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 18,769 | 417 | 0.0% | 0.0% | 19 | +445 | 2.43% | Q3 2026 | Oct 30, 2026 |
| WCG Wealth Advisors LLC | History | No change | 17,811 | 394 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 14,418 | 319 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Murphy & Mullick Capital Management Corp | History | Added to | 12,964 | 288 | 0.18% | 0.18% | 22 | +29 | 0.22% | Q3 2026 | Oct 30, 2026 |
| CreativeOne Wealth, LLC | History | No change | 12,725 | 281 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 12,350 | 273 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Tactive Advisors, LLC | History | Reduced | 11,476 | 254 | 0.06% | 0.07% | 25 | -909 | -7.34% | Q3 2026 | Oct 08, 2026 |
| Jaffetilchin Investment Partners, LLC | History | No change | 11,225 | 248 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Oct 20, 2026 |
| Sonoma Allocations LLC | History | No change | 9,907 | 219 | 0.07% | 0.07% | 27 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| VALICENTI ADVISORY SERVICES INC | History | No change | 9,740 | 216 | 0.04% | 0.04% | 28 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Founders Financial Alliance, LLC | History | No change | 8,480 | 187 | 0.02% | 0.02% | 29 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 7,145 | 158 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 5,743 | 127 | 0.03% | 0.02% | 31 | +2,863 | 99.41% | Q3 2026 | Oct 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 5,354 | 118 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| IFP Advisors, Inc | History | Added to | 5,207 | 115 | 0.0% | 0.0% | 33 | +511 | 10.88% | Q3 2026 | Oct 16, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 3,593 | 79 | 0.0% | 0.0% | 34 | +58 | 1.64% | Q3 2026 | Oct 21, 2026 |
| HighTower Advisors, LLC | History | No change | 120,100 | 26 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 717 | 15 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| BFC Planning, Inc. | History | No change | 717 | 15 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| GROUP ONE TRADING LLC | History | No change | 600 | 13 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 464 | 10 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 463 | 10 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Triumph Capital Management | History | No change | 400 | 8 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 175 | 3 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLINGTON-ALTUS USA INC. | History | No change | 162 | 3 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Sep 17, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 163 | 3 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| FMR LLC | History | No change | 91 | 2 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFG Advisory, LLC | History | No change | 130 | 2 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 62 | 1 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FSM Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -11,687 | -100.0% | Q3 2026 | Oct 27, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.05% | — | -10,432 | -100.0% | Q3 2026 | Nov 03, 2026 |
| PRIVATE TRUST CO NA | History | Closed out | 0 | 0 | — | 0.02% | — | -9,017 | -100.0% | Q3 2026 | Oct 20, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 1 | 0 | — | 0.0% | — | -785 | -99.87% | Q3 2026 | Nov 04, 2026 |
| Abound Wealth Management | History | Closed out | 0 | 0 | — | — | — | -36 | -100.0% | Q3 2026 | Oct 26, 2026 |
| Kingdom Financial Group LLC. | History | New | 12 | 0 | — | — | — | +12 | New | Q3 2026 | Nov 04, 2026 |
| CITIGROUP INC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Global Retirement Partners, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |