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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Reduced | 13,979 | 979 | 0.0% | 0.0% | 1 | -2,581 | -15.59% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 12,905 | 903 | 0.0% | 0.0% | 2 | +2,066 | 19.06% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Reduced | 11,708 | 820 | 0.0% | 0.0% | 3 | -3,434 | -22.68% | Q2 2026 | Aug 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 8,697 | 609 | 0.0% | 0.0% | 4 | +3,467 | 66.29% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 7,326 | 513 | 0.0% | 0.0% | 5 | +2,579 | 54.33% | Q2 2026 | Sep 02, 2026 |
| Private Advisor Group, LLC | History | Added to | 7,318 | 512 | 0.0% | 0.0% | 6 | +152 | 2.12% | Q2 2026 | Jul 27, 2026 |
| Banco Santander, S.A. | History | New | 4,805 | 336 | 0.0% | — | 7 | +4,805 | New | Q2 2026 | Jul 29, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 3,441 | 241 | 0.0% | — | 8 | +3,441 | New | Q2 2026 | Jul 27, 2026 |
| FMR LLC | History | Reduced | 3,429 | 240 | 0.0% | 0.0% | 9 | -29 | -0.84% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | Added to | 1,013 | 70 | 0.0% | 0.0% | 10 | +217 | 27.26% | Q2 2026 | Aug 13, 2026 |
| Trask Adam Roland | History | No change | 3,075 | 58 | 0.05% | 0.05% | 11 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 800 | 56 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 500 | 35 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 236 | 16 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 150 | 10 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ADVISERS INC | History | Added to | 70 | 4 | 0.0% | 0.0% | 16 | +2 | 2.94% | Q2 2026 | Aug 13, 2026 |
| Kilter Group LLC | History | No change | 70 | 4 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Clearstead Advisors, LLC | History | No change | 51 | 3 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 37 | 2 | 0.0% | — | 19 | +37 | New | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q2 2026 | Aug 03, 2026 |
| Main Street Group, LTD | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |