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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Reduced | 97,854 | 2,423 | 0.0% | 0.0% | 1 | -36,933 | -27.4% | Q2 2026 | Aug 07, 2026 |
| Daiwa Securities Group Inc. | History | Reduced | 58,909 | 1,458 | 0.0% | 0.01% | 2 | -20,000 | -25.35% | Q2 2026 | Jul 31, 2026 |
| Lane Generational LLC | History | New | 46,713 | 1,156 | 1.01% | — | 3 | +46,713 | New | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 38,275 | 947 | 0.0% | 0.0% | 4 | +3,342 | 9.57% | Q2 2026 | Sep 23, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 37,948 | 939 | 0.0% | 0.0% | 5 | +10,399 | 37.75% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Added to | 36,999 | 916 | 0.0% | 0.0% | 6 | +3,649 | 10.94% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 35,866 | 888 | 0.0% | 0.0% | 7 | -381,995 | -91.42% | Q2 2026 | Aug 14, 2026 |
| GTS SECURITIES LLC | History | Added to | 30,981 | 767 | 0.02% | 0.01% | 8 | +21,120 | 214.18% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | New | 30,454 | 754 | 0.0% | — | 9 | +30,454 | New | Q2 2026 | Aug 10, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 26,873 | 691 | 0.02% | 0.02% | 10 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 23,877 | 591 | 0.0% | — | 11 | +23,877 | New | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | New | 22,203 | 549 | 0.0% | — | 12 | +22,203 | New | Q2 2026 | Sep 02, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 21,669 | 536 | 0.0% | 0.0% | 13 | +1,747 | 8.77% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | Reduced | 18,317 | 453 | 0.0% | 0.0% | 14 | -1,448 | -7.33% | Q2 2026 | Aug 12, 2026 |
| Archford Capital Strategies, LLC | History | Added to | 16,120 | 399 | 0.04% | 0.04% | 15 | +896 | 5.89% | Q2 2026 | Jul 17, 2026 |
| NANO CAP NEW MILLENNIUM GROWTH FUND L P | History | No change | 15,000 | 371 | 0.29% | 0.36% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 11,867 | 293 | 0.01% | 0.01% | 17 | -1,186 | -9.09% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 11,619 | 287 | 0.0% | 0.0% | 18 | +1,420 | 13.92% | Q2 2026 | Aug 14, 2026 |
| RFG Advisory, LLC | History | No change | 10,014 | 247 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Wealthfront Advisers LLC | History | Added to | 9,868 | 244 | 0.0% | 0.0% | 20 | +1,375 | 16.19% | Q2 2026 | Aug 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 8,867 | 220 | 0.0% | 0.0% | 21 | -1,993 | -18.35% | Q2 2026 | Jul 27, 2026 |
| APPLETON PARTNERS INC/MA | History | Reduced | 8,307 | 206 | 0.01% | 0.02% | 22 | -3,850 | -31.67% | Q2 2026 | Jul 21, 2026 |
| CWM, LLC | History | No change | 5,925 | 152 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 5,158 | 123 | 0.0% | 0.0% | 24 | -1,245 | -19.44% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | No change | 4,810 | 119 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 4,211 | 104 | 0.0% | 0.0% | 26 | -516 | -10.92% | Q2 2026 | Jul 22, 2026 |
| UBS Group AG | History | Reduced | 3,549 | 87 | 0.0% | 0.0% | 27 | -197 | -5.26% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | Added to | 1,981 | 49 | 0.0% | 0.0% | 28 | +75 | 3.93% | Q2 2026 | Aug 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 1,936 | 47 | 0.0% | 0.0% | 29 | +245 | 14.49% | Q2 2026 | Jul 28, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 1,528 | 38 | 0.0% | 0.0% | 30 | -361 | -19.11% | Q2 2026 | Aug 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 1,163 | 28 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 727 | 18 | 0.0% | 0.0% | 32 | -436 | -37.49% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 667 | 16 | 0.0% | 0.0% | 33 | -118 | -15.03% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 566 | 14 | 0.0% | 0.0% | 34 | -5,519 | -90.7% | Q2 2026 | Aug 07, 2026 |
| Financial Perspectives, Inc | History | No change | 544 | 13 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 495 | 12 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 462 | 11 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| AE Wealth Management LLC | History | Reduced | 374 | 9 | 0.0% | 0.0% | 38 | -14 | -3.61% | Q2 2026 | Aug 03, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 361 | 8 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 310 | 7 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 260 | 6 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 190 | 4 | 0.0% | 0.0% | 42 | -13 | -6.4% | Q2 2026 | Aug 14, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 177 | 4 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 82 | 2 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 44 | 1 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -22,666 | -100.0% | Q2 2026 | Aug 14, 2026 |
| TD Waterhouse Canada Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -650 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Ascentis Independent Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -95 | -100.0% | Q2 2026 | Aug 04, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 1 | 0 | — | 0.0% | — | -75 | -98.68% | Q2 2026 | Aug 13, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -75 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Portus Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q2 2026 | Jul 21, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Tidemark, LLC | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q2 2026 | Aug 10, 2026 |
| FMR LLC | History | Added to | 36 | 0 | — | — | — | +3 | 9.09% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SHP Wealth Management | History | No change | 31 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Smartleaf Asset Management LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Accordant Advisory Group Inc | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |