Global X Funds - IPAV
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Wealth High Governance Asset Management Ltda. | History | New | 20,900 | 671 | 0.07% | — | 1 | +20,900 | New | Q2 2026 | Aug 12, 2026 |
| Intrepid Financial Planning Group LLC | History | Added to | 12,331 | 396 | 0.13% | 0.14% | 2 | +948 | 8.33% | Q2 2026 | Aug 12, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 10,157 | 326 | 0.01% | 0.02% | 3 | -22,742 | -69.13% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | New | 7,265 | 233 | 0.0% | — | 4 | +7,265 | New | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | New | 766 | 24 | 0.0% | — | 5 | +766 | New | Q2 2026 | Aug 11, 2026 |
| MORGAN STANLEY | History | Reduced | 698 | 22 | 0.0% | 0.0% | 6 | -4,731 | -87.14% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | New | 82 | 2 | 0.0% | — | 7 | +82 | New | Q2 2026 | Aug 13, 2026 |
| RMG Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -155 | -100.0% | Q2 2026 | Aug 13, 2026 |