Global X Funds - GOEX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NewEdge Advisors, LLC | History | Added to | 147,094 | 12,448 | 0.04% | 0.04% | 1 | +10,263 | 7.5% | Q1 2026 | Jun 02, 2026 |
| MORGAN STANLEY | History | Reduced | 76,339 | 6,460 | 0.0% | 0.0% | 2 | -5,458 | -6.67% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 62,849 | 5,318 | 0.0% | 0.0% | 3 | -14,757 | -19.02% | Q1 2026 | May 06, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 25,018 | 2,117 | 0.01% | 0.01% | 4 | -9,625 | -27.78% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 20,681 | 1,750 | 0.0% | 0.0% | 5 | -20,006 | -49.17% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 19,029 | 1,610 | 0.0% | 0.0% | 6 | -1,411 | -6.9% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 13,726 | 1,161 | 0.0% | 0.0% | 7 | +1,426 | 11.59% | Q1 2026 | May 15, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 8,905 | 753 | 0.01% | 0.02% | 8 | -3,215 | -26.53% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 8,934 | 719 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 5,997 | 507 | 0.0% | 0.0% | 10 | +2,382 | 65.89% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 5,672 | 480 | 0.0% | 0.0% | 11 | +675 | 13.51% | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 5,438 | 460 | 0.0% | 0.0% | 12 | +1,757 | 47.73% | Q1 2026 | Apr 30, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 4,945 | 418 | 0.05% | — | 13 | +4,945 | New | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | New | 4,787 | 405 | 0.0% | — | 14 | +4,787 | New | Q1 2026 | May 12, 2026 |
| HighTower Advisors, LLC | History | Reduced | 4,117 | 348 | 0.0% | 0.0% | 15 | -375 | -8.35% | Q1 2026 | May 05, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 4,086 | 345 | 0.0% | 0.0% | 16 | +2,732 | 201.77% | Q1 2026 | Apr 30, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 4,065 | 344 | 0.0% | — | 17 | +4,065 | New | Q1 2026 | May 15, 2026 |
| Private Advisory Group LLC | History | Reduced | 3,215 | 272 | 0.02% | 0.02% | 18 | -457 | -12.45% | Q1 2026 | May 08, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 2,994 | 253 | 0.0% | 0.0% | 19 | -3,314 | -52.54% | Q1 2026 | May 04, 2026 |
| Approach Retirement Advisors, LLC | History | New | 2,495 | 211 | 0.18% | — | 20 | +2,495 | New | Q1 2026 | Apr 14, 2026 |
| UBS Group AG | History | Added to | 2,395 | 202 | 0.0% | 0.0% | 21 | +1,358 | 130.95% | Q1 2026 | May 05, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 1,400 | 124 | 0.01% | 0.0% | 22 | +500 | 55.56% | Q1 2026 | May 01, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,355 | 114 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 590 | 49 | 0.0% | 0.0% | 24 | -348 | -37.1% | Q1 2026 | May 15, 2026 |
| Hara Capital LLC | History | No change | 480 | 40 | 0.02% | 0.02% | 25 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 347 | 29 | 0.0% | — | 26 | +337 | 3370.0% | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | Added to | 175 | 14 | 0.0% | 0.0% | 27 | +4 | 2.34% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | No change | 100 | 8 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Closed out | 0 | 0 | — | 0.0% | — | -58,712 | -100.0% | Q1 2026 | May 15, 2026 |
| Compound Planning, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -14,465 | -100.0% | Q1 2026 | May 14, 2026 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,181 | -100.0% | Q1 2026 | May 14, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -6,530 | -100.0% | Q1 2026 | Apr 23, 2026 |
| STIFEL FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -2,619 | -100.0% | Q1 2026 | May 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 11, 2026 |