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 | 91,744 | 2,461 | 0.0% | 0.0% | 1 | -6,110 | -6.24% | Q3 2026 | Nov 06, 2026 |
| Daiwa Securities Group Inc. | History | No change | 58,909 | 1,580 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Lane Generational LLC | History | Added to | 54,404 | 1,459 | 1.32% | 1.01% | 3 | +7,691 | 16.46% | Q3 2026 | Nov 09, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 38,275 | 947 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| JANE STREET GROUP, LLC | History | No change | 37,948 | 939 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 36,999 | 916 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 35,866 | 888 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GTS SECURITIES LLC | History | No change | 30,981 | 767 | 0.02% | 0.02% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 30,454 | 754 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 23,877 | 591 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 22,203 | 549 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 21,669 | 536 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 18,317 | 453 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Archford Capital Strategies, LLC | History | Added to | 16,328 | 438 | 0.04% | 0.04% | 14 | +208 | 1.29% | Q3 2026 | Oct 19, 2026 |
| NANO CAP NEW MILLENNIUM GROWTH FUND L P | History | No change | 15,000 | 371 | 0.29% | 0.29% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CreativeOne Wealth, LLC | History | No change | 11,867 | 293 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 11,619 | 287 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Perigon Wealth Management, LLC | History | New | 7,885 | 211 | 0.0% | — | 18 | +7,885 | New | Q3 2026 | Oct 22, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 4,816 | 129 | 0.0% | 0.0% | 19 | +6 | 0.12% | Q3 2026 | Oct 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 5,158 | 123 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 4,156 | 111 | 0.0% | 0.0% | 21 | -55 | -1.31% | Q3 2026 | Oct 21, 2026 |
| UBS Group AG | History | Reduced | 3,049 | 81 | 0.0% | 0.0% | 22 | -500 | -14.09% | Q3 2026 | Nov 10, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 1,936 | 51 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| MORGAN STANLEY | History | No change | 1,981 | 49 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,528 | 38 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 1,163 | 28 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 727 | 19 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q3 2026 | Nov 09, 2026 |
| NewEdge Advisors, LLC | History | No change | 667 | 16 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Financial Perspectives, Inc | History | No change | 544 | 14 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 495 | 12 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 408 | 10 | 0.0% | 0.0% | 31 | -158 | -27.92% | Q3 2026 | Nov 06, 2026 |
| AE Wealth Management LLC | History | No change | 374 | 9 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 361 | 8 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 310 | 7 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 260 | 6 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | No change | 190 | 4 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 177 | 4 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Ascentis Independent Advisors | History | New | 96 | 2 | 0.0% | — | 39 | +96 | New | Q3 2026 | Nov 03, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 82 | 2 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| SIMPLEX TRADING, LLC | History | New | 72 | 1 | 0.0% | — | 41 | +72 | New | Q3 2026 | Nov 04, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 44 | 1 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,014 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Wealthfront Advisers LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,868 | -100.0% | Q3 2026 | Nov 09, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -8,867 | -100.0% | Q3 2026 | Nov 02, 2026 |
| APPLETON PARTNERS INC/MA | History | Closed out | 0 | 0 | — | 0.01% | — | -8,307 | -100.0% | Q3 2026 | Oct 30, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -462 | -100.0% | Q3 2026 | Oct 29, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 36 | 0 | — | — | — | +36 | New | Q3 2026 | Nov 05, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q3 2026 | Oct 19, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 2 | 0 | — | — | — | -7 | -77.78% | Q3 2026 | Nov 10, 2026 |
| Blue Trust, Inc. | History | New | 5 | 0 | — | — | — | +5 | New | Q3 2026 | Oct 15, 2026 |
| FMR LLC | History | Reduced | 33 | 0 | — | — | — | -3 | -8.33% | Q3 2026 | Nov 10, 2026 |
| JPMORGAN CHASE & CO | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SHP Wealth Management | History | No change | 31 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Accordant Advisory Group Inc | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |