Global X Funds - HERO
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 417,861 | 10,751 | 0.0% | 0.0% | 1 | +36,909 | 9.69% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 134,787 | 3,468 | 0.0% | 0.0% | 2 | -33,346 | -19.83% | Q1 2026 | May 06, 2026 |
| Daiwa Securities Group Inc. | History | Reduced | 78,909 | 2,030 | 0.01% | 0.02% | 3 | -140,000 | -63.95% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 34,933 | 898 | 0.0% | 0.0% | 4 | -19,300 | -35.59% | Q1 2026 | May 04, 2026 |
| Cetera Investment Advisers | History | Reduced | 33,350 | 858 | 0.0% | 0.0% | 5 | -15,640 | -31.92% | Q1 2026 | May 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 27,549 | 708 | 0.0% | 0.0% | 6 | +6,677 | 31.99% | Q1 2026 | May 12, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 26,873 | 691 | 0.02% | 0.02% | 7 | +5,660 | 26.68% | Q1 2026 | Apr 07, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 22,666 | 583 | 0.02% | — | 8 | +22,666 | New | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 19,922 | 512 | 0.0% | 0.0% | 9 | -93 | -0.46% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Reduced | 19,765 | 508 | 0.0% | 0.0% | 10 | -850 | -4.12% | Q1 2026 | May 14, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 15,224 | 391 | 0.04% | 0.08% | 11 | -6,588 | -30.2% | Q1 2026 | Apr 15, 2026 |
| NANO CAP NEW MILLENNIUM GROWTH FUND L P | History | Reduced | 15,000 | 385 | 0.36% | 0.42% | 12 | -1,500 | -9.09% | Q1 2026 | May 15, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 13,053 | 335 | 0.01% | 0.02% | 13 | -12,386 | -48.69% | Q1 2026 | May 15, 2026 |
| APPLETON PARTNERS INC/MA | History | No change | 12,157 | 313 | 0.02% | 0.02% | 14 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 10,860 | 279 | 0.0% | 0.0% | 15 | -1,089 | -9.11% | Q1 2026 | Apr 30, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 10,199 | 262 | 0.0% | 0.0% | 16 | -695 | -6.38% | Q1 2026 | May 14, 2026 |
| RFG Advisory, LLC | History | Reduced | 10,014 | 257 | 0.0% | 0.01% | 17 | -7,417 | -42.55% | Q1 2026 | Apr 17, 2026 |
| GTS SECURITIES LLC | History | Added to | 9,861 | 253 | 0.01% | 0.01% | 18 | +469 | 4.99% | Q1 2026 | May 14, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 8,493 | 218 | 0.0% | 0.0% | 19 | -43 | -0.5% | Q1 2026 | May 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 6,403 | 161 | 0.0% | 0.0% | 20 | -500 | -7.24% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 6,085 | 156 | 0.0% | 0.0% | 21 | -419 | -6.44% | Q1 2026 | May 08, 2026 |
| CWM, LLC | History | Reduced | 5,925 | 152 | 0.0% | 0.0% | 22 | -641 | -9.76% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 4,810 | 125 | 0.0% | 0.0% | 23 | +507 | 11.78% | Q1 2026 | Apr 07, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 4,727 | 121 | 0.0% | 0.0% | 24 | +291 | 6.56% | Q1 2026 | Apr 27, 2026 |
| UBS Group AG | History | Reduced | 3,746 | 96 | 0.0% | 0.0% | 25 | -353 | -8.61% | Q1 2026 | May 05, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 1,889 | 49 | 0.0% | 0.0% | 27 | -194,045 | -99.04% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 1,906 | 49 | 0.0% | 0.0% | 26 | -152 | -7.39% | Q1 2026 | May 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 1,691 | 43 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 1,163 | 29 | 0.0% | — | 30 | +1,163 | New | Q1 2026 | May 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 1,163 | 29 | 0.0% | 0.0% | 29 | +132 | 12.8% | Q1 2026 | May 13, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 785 | 20 | 0.0% | 0.0% | 31 | -845 | -51.84% | Q1 2026 | Jun 02, 2026 |
| Western Wealth Management, LLC | History | New | 737 | 18 | 0.0% | — | 32 | +737 | New | Q1 2026 | May 19, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 650 | 16 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 462 | 13 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Financial Perspectives, Inc | History | No change | 544 | 13 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 495 | 12 | 0.0% | 0.0% | 36 | -252 | -33.73% | Q1 2026 | May 08, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 361 | 9 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| AE Wealth Management LLC | History | No change | 388 | 9 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 310 | 7 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 260 | 6 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 203 | 5 | 0.0% | 0.0% | 41 | -5 | -2.4% | Q1 2026 | May 15, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 177 | 4 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Ascentis Independent Advisors | History | New | 95 | 2 | 0.0% | — | 45 | +95 | New | Q1 2026 | Apr 28, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 82 | 2 | 0.0% | 0.0% | 43 | +1 | 1.23% | Q1 2026 | Apr 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 96 | 2 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Advisory Services Network, LLC | History | New | 75 | 1 | 0.0% | — | 49 | +75 | New | Q1 2026 | May 15, 2026 |
| Portus Wealth Advisors, LLC | History | New | 60 | 1 | 0.0% | — | 50 | +60 | New | Q1 2026 | Apr 22, 2026 |
| MAI Capital Management | History | No change | 50 | 1 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 76 | 1 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 44 | 1 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Arkadios Wealth Advisors | History | Closed out | 0 | 0 | — | 0.01% | — | -9,666 | -100.0% | Q1 2026 | May 18, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -7,250 | -100.0% | Q1 2026 | Apr 15, 2026 |
| HBW ADVISORY SERVICES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,267 | -100.0% | Q1 2026 | May 04, 2026 |
| Allworth Financial LP | History | Closed out | 0 | 0 | — | 0.0% | — | -553 | -100.0% | Q1 2026 | May 14, 2026 |
| AlphaCore Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q1 2026 | May 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -170 | -100.0% | Q1 2026 | May 01, 2026 |
| FMR LLC | History | Reduced | 33 | 0 | — | 0.0% | — | -130 | -79.75% | Q1 2026 | May 15, 2026 |
| Accordant Advisory Group Inc | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 11, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 12 | 0 | — | — | — | +1 | 9.09% | Q1 2026 | Apr 06, 2026 |
| JPMORGAN CHASE & CO | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SHP Wealth Management | History | No change | 31 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SageView Advisory Group, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Tidemark, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Smartleaf Asset Management LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |