Global X Funds - GOEX
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | 136,831 | 11,027 | 0.04% | 0.03% | 1 | +27,641 | 25.31% | Q4 2025 | Feb 18, 2026 |
| MORGAN STANLEY | History | Reduced | 81,797 | 6,592 | 0.0% | 0.0% | 2 | -11,698 | -12.51% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Reduced | 77,606 | 6,254 | 0.0% | 0.0% | 3 | -11,185 | -12.6% | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 58,712 | 4,731 | 0.0% | — | 4 | +58,712 | New | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 40,687 | 3,278 | 0.0% | — | 5 | +40,687 | New | Q4 2025 | Feb 17, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 34,643 | 2,791 | 0.01% | 0.01% | 6 | -57 | -0.16% | Q4 2025 | Feb 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 20,440 | 1,647 | 0.0% | 0.0% | 7 | +12,876 | 170.23% | Q4 2025 | Feb 18, 2026 |
| Compound Planning, Inc. | History | Reduced | 14,465 | 1,165 | 0.03% | 0.04% | 8 | -2,553 | -15.0% | Q4 2025 | Feb 19, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 12,300 | 991 | 0.0% | 0.0% | 9 | +206 | 1.7% | Q4 2025 | Feb 17, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 12,120 | 976 | 0.02% | — | 10 | +12,120 | New | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | No change | 8,934 | 719 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Virtu Financial LLC | History | Reduced | 7,181 | 579 | 0.02% | 0.03% | 12 | -1,129 | -13.59% | Q4 2025 | Feb 23, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Reduced | 6,530 | 526 | 0.21% | 0.23% | 13 | -2,245 | -25.58% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 6,308 | 508 | 0.0% | — | 14 | +6,308 | New | Q4 2025 | Feb 10, 2026 |
| Cetera Investment Advisers | History | New | 4,997 | 402 | 0.0% | — | 15 | +4,997 | New | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Reduced | 4,492 | 361 | 0.0% | 0.0% | 16 | -581 | -11.45% | Q4 2025 | Feb 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 3,681 | 297 | 0.0% | — | 17 | +3,681 | New | Q4 2025 | Feb 05, 2026 |
| Private Advisory Group LLC | History | Reduced | 3,672 | 295 | 0.02% | 0.02% | 18 | -614 | -14.33% | Q4 2025 | Jan 15, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 3,615 | 291 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 2,619 | 211 | 0.0% | 0.0% | 20 | -2,525 | -49.09% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | New | 1,354 | 109 | 0.0% | — | 22 | +1,354 | New | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 1,355 | 109 | 0.0% | 0.0% | 21 | -11 | -0.81% | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | Reduced | 1,037 | 83 | 0.0% | 0.0% | 23 | -237 | -18.6% | Q4 2025 | Jan 29, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 938 | 75 | 0.0% | 0.0% | 24 | +457 | 95.01% | Q4 2025 | Feb 17, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 900 | 72 | 0.0% | — | 25 | +900 | New | Q4 2025 | Feb 03, 2026 |
| Hara Capital LLC | History | No change | 480 | 39 | 0.02% | 0.02% | 26 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Allworth Financial LP | History | New | 171 | 13 | 0.0% | — | 27 | +171 | New | Q4 2025 | Feb 05, 2026 |
| FMR LLC | History | New | 100 | 8 | 0.0% | — | 28 | +100 | New | Q4 2025 | Feb 17, 2026 |
| Newbridge Financial Services Group, Inc. | History | Closed out | 0 | 0 | — | 0.17% | — | -17,018 | -100.0% | Q3 2025 | Nov 13, 2025 |
| OneDigital Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,065 | -100.0% | Q3 2025 | Nov 10, 2025 |
| SIMPLEX TRADING, LLC | History | Reduced | 10 | 0 | — | 0.0% | — | -599 | -98.36% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |