Global X Funds - GURU
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 | 17,423 | 1,089 | 0.0% | 0.0% | 1 | +715 | 4.28% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Added to | 16,646 | 1,040 | 0.0% | 0.0% | 2 | +20 | 0.12% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 9,003 | 562 | 0.0% | 0.0% | 3 | +4,098 | 83.55% | Q4 2025 | Feb 18, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 7,456 | 466 | 0.0% | — | 4 | +7,456 | New | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Added to | 7,093 | 443 | 0.0% | 0.0% | 5 | +10 | 0.14% | Q4 2025 | Feb 17, 2026 |
| Fulcrum Equity Management | History | New | 4,131 | 258 | 0.25% | — | 6 | +4,131 | New | Q4 2025 | Jan 06, 2026 |
| CITADEL ADVISORS LLC | History | New | 3,293 | 205 | 0.0% | — | 7 | +3,293 | New | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 3,170 | 198 | 0.0% | 0.0% | 8 | +535 | 20.3% | Q4 2025 | Feb 17, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 800 | 50 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 500 | 31 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Parallel Advisors, LLC | History | No change | 423 | 26 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 150 | 9 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 131 | 8 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Kilter Group LLC | History | No change | 70 | 4 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Clearstead Advisors, LLC | History | No change | 51 | 3 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| IFP Advisors, Inc | History | Closed out | 0 | 0 | — | 0.02% | — | -14,103 | -100.0% | Q3 2025 | Feb 06, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -1,627 | -100.0% | Q3 2025 | Nov 13, 2025 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -621 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -23 | -100.0% | Q3 2025 | Nov 06, 2025 |
| BANK OF AMERICA CORP /DE/ | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Game Plan Financial Advisors, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Jan 14, 2026 |
| CITIGROUP INC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 13, 2026 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 07, 2025 |