Global X Funds - HERO
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 380,952 | 11,335 | 0.0% | 0.0% | 1 | +34,650 | 10.01% | Q4 2025 | Feb 17, 2026 |
| Daiwa Securities Group Inc. | History | Reduced | 218,909 | 6,514 | 0.02% | 0.04% | 2 | -150,000 | -40.66% | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 195,934 | 5,830 | 0.0% | — | 3 | +195,934 | New | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Reduced | 168,133 | 5,003 | 0.0% | 0.0% | 4 | -159,645 | -48.71% | Q4 2025 | Feb 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 54,233 | 1,613 | 0.0% | 0.0% | 5 | -21,953 | -28.82% | Q4 2025 | Feb 10, 2026 |
| Cetera Investment Advisers | History | Reduced | 48,990 | 1,457 | 0.0% | 0.0% | 6 | -28,220 | -36.55% | Q4 2025 | Feb 17, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 25,439 | 756 | 0.02% | 0.04% | 7 | -18,227 | -41.74% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | History | Added to | 20,615 | 674 | 0.0% | 0.0% | 8 | +101 | 0.49% | Q4 2025 | Feb 13, 2026 |
| Archford Capital Strategies, LLC | History | Added to | 21,812 | 649 | 0.08% | 0.09% | 9 | +677 | 3.2% | Q4 2025 | Jan 15, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 21,213 | 631 | 0.02% | 0.02% | 10 | -3,920 | -15.6% | Q4 2025 | Jan 23, 2026 |
| JANE STREET GROUP, LLC | History | New | 20,872 | 621 | 0.0% | — | 11 | +20,872 | New | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 20,015 | 595 | 0.0% | 0.0% | 12 | +73 | 0.37% | Q4 2025 | Feb 17, 2026 |
| RFG Advisory, LLC | History | Reduced | 17,431 | 518 | 0.01% | 0.02% | 13 | -10,354 | -37.26% | Q4 2025 | Feb 03, 2026 |
| NANO CAP NEW MILLENNIUM GROWTH FUND L P | History | New | 16,500 | 490 | 0.42% | — | 14 | +16,500 | New | Q4 2025 | Feb 06, 2026 |
| APPLETON PARTNERS INC/MA | History | No change | 12,157 | 362 | 0.02% | 0.03% | 15 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 11,949 | 356 | 0.0% | 0.0% | 16 | +46 | 0.39% | Q4 2025 | Feb 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 10,894 | 324 | 0.0% | 0.0% | 17 | -73,814 | -87.14% | Q4 2025 | Feb 18, 2026 |
| Arkadios Wealth Advisors | History | Added to | 9,666 | 287 | 0.01% | 0.01% | 18 | +1,616 | 20.07% | Q4 2025 | Feb 13, 2026 |
| GTS SECURITIES LLC | History | Reduced | 9,392 | 279 | 0.01% | 0.06% | 19 | -35,796 | -79.22% | Q4 2025 | Feb 13, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 8,536 | 254 | 0.0% | 0.0% | 20 | -774 | -8.31% | Q4 2025 | Jan 30, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | New | 7,250 | 215 | 0.1% | — | 21 | +7,250 | New | Q4 2025 | Feb 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 6,903 | 205 | 0.0% | 0.0% | 22 | +2,217 | 47.31% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Reduced | 6,566 | 195 | 0.0% | 0.0% | 23 | -1,372 | -17.28% | Q4 2025 | Jan 26, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 6,504 | 193 | 0.0% | 0.0% | 24 | -611 | -8.59% | Q4 2025 | Feb 06, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 4,436 | 132 | 0.0% | 0.0% | 25 | -1,078 | -19.55% | Q4 2025 | Feb 03, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 4,303 | 128 | 0.0% | 0.0% | 26 | +2,676 | 164.47% | Q4 2025 | Jan 23, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 4,267 | 126 | 0.01% | 0.03% | 27 | -2,627 | -38.11% | Q4 2025 | Jan 23, 2026 |
| UBS Group AG | History | Reduced | 4,099 | 121 | 0.0% | 0.0% | 28 | -367 | -8.22% | Q4 2025 | Jan 29, 2026 |
| MORGAN STANLEY | History | Reduced | 2,058 | 61 | 0.0% | 0.0% | 29 | -546 | -20.97% | Q4 2025 | Feb 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 1,691 | 50 | 0.0% | 0.0% | 30 | -77 | -4.36% | Q4 2025 | Feb 06, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 1,630 | 48 | 0.0% | 0.0% | 31 | -6,551 | -80.08% | Q4 2025 | Feb 18, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 1,031 | 30 | 0.0% | 0.0% | 32 | -343 | -24.96% | Q4 2025 | Feb 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 747 | 22 | 0.0% | 0.0% | 33 | -25 | -3.24% | Q4 2025 | Feb 12, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 650 | 19 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Allworth Financial LP | History | New | 553 | 16 | 0.0% | — | 35 | +553 | New | Q4 2025 | Feb 05, 2026 |
| Financial Perspectives, Inc | History | No change | 544 | 16 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 462 | 13 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| AE Wealth Management LLC | History | Reduced | 388 | 11 | 0.0% | 0.0% | 38 | -195 | -33.45% | Q4 2025 | Jan 26, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 361 | 10 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 310 | 9 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 260 | 7 | 0.0% | — | 41 | +260 | New | Q4 2025 | Feb 18, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 208 | 6 | 0.0% | 0.0% | 43 | -110 | -34.59% | Q4 2025 | Feb 17, 2026 |
| AlphaCore Capital LLC | History | No change | 200 | 6 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 170 | 5 | 0.0% | — | 45 | +170 | New | Q4 2025 | Feb 03, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 177 | 5 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| FMR LLC | History | Reduced | 163 | 4 | 0.0% | 0.0% | 46 | -47 | -22.38% | Q4 2025 | Feb 17, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 81 | 2 | 0.0% | 0.0% | 47 | +15 | 22.73% | Q4 2025 | Jan 23, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 96 | 2 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 76 | 2 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 44 | 1 | 0.0% | 0.0% | 51 | -31 | -41.33% | Q4 2025 | Mar 16, 2026 |
| MAI Capital Management | History | No change | 50 | 1 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Closed out | 0 | 0 | — | 0.01% | — | -514,550 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Mirae Asset Global Investments Co., Ltd. | History | Closed out | 0 | 0 | — | 0.01% | — | -77,500 | -100.0% | Q3 2025 | Nov 03, 2025 |
| SEI INVESTMENTS CO | History | Closed out | 0 | 0 | — | 0.0% | — | -13,423 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,701 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GeoWealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,923 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BAM Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -7,538 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Perigon Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,143 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Advyzon Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -6,721 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Alteri Wealth LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -6,205 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Prairie Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.08% | — | -6,092 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | 0.0% | — | -246 | -100.0% | Q3 2025 | Nov 13, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -216 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -74 | -100.0% | Q3 2025 | Nov 18, 2025 |
| SHP Wealth Management | History | New | 31 | 0 | — | — | — | +31 | New | Q4 2025 | Mar 04, 2026 |
| SageView Advisory Group, LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q4 2025 | Feb 17, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 9 | 0 | — | — | — | -2 | -18.18% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Tidemark, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |