Global X Funds - MILN
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 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 | 452,009 | 21,210 | 0.0% | 0.0% | 1 | +46,845 | 11.56% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 54,667 | 2,565 | 0.0% | 0.0% | 2 | +1,439 | 2.7% | Q4 2025 | Feb 13, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 37,200 | 1,745 | 0.02% | 0.03% | 3 | -360 | -0.96% | Q4 2025 | Feb 03, 2026 |
| Moran Wealth Management, LLC | History | Added to | 36,603 | 1,717 | 0.05% | 0.03% | 4 | +14,186 | 63.28% | Q4 2025 | Jan 26, 2026 |
| LPL Financial LLC | History | Reduced | 29,468 | 1,382 | 0.0% | 0.0% | 5 | -79,887 | -73.05% | Q4 2025 | Feb 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 23,341 | 1,095 | 0.0% | 0.0% | 6 | +357 | 1.55% | Q4 2025 | Feb 12, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 13,061 | 612 | 0.01% | 0.01% | 7 | +176 | 1.37% | Q4 2025 | Jan 20, 2026 |
| Archford Capital Strategies, LLC | History | Added to | 11,336 | 531 | 0.06% | 0.06% | 8 | +373 | 3.4% | Q4 2025 | Jan 15, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | New | 7,383 | 346 | 0.16% | — | 9 | +7,383 | New | Q4 2025 | Feb 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 7,051 | 330 | 0.0% | 0.0% | 10 | -2,209 | -23.86% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 6,933 | 325 | 0.0% | 0.0% | 11 | +4,195 | 153.21% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Reduced | 6,811 | 319 | 0.0% | 0.0% | 12 | -25,935 | -79.2% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 5,700 | 267 | 0.0% | 0.0% | 13 | +500 | 9.62% | Q4 2025 | Feb 17, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 4,791 | 224 | 0.02% | 0.03% | 14 | -409 | -7.87% | Q4 2025 | Jan 23, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 4,295 | 201 | 0.0% | 0.0% | 15 | +50 | 1.18% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 3,660 | 172 | 0.0% | — | 16 | +3,660 | New | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 1,018 | 47 | 0.0% | 0.0% | 17 | +180 | 21.48% | Q4 2025 | Feb 17, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 753 | 35 | 0.0% | 0.0% | 18 | -66 | -8.06% | Q4 2025 | Feb 06, 2026 |
| JPMORGAN CHASE & CO | History | No change | 691 | 32 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 607 | 28 | 0.0% | 0.0% | 20 | -679 | -52.8% | Q4 2025 | Feb 18, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 586 | 27 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 375 | 17 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 280 | 13 | 0.0% | 0.0% | 23 | -853 | -75.29% | Q4 2025 | Feb 09, 2026 |
| UBS Group AG | History | Reduced | 219 | 10 | 0.0% | 0.0% | 24 | -39 | -15.12% | Q4 2025 | Jan 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 223 | 10 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 206 | 9 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Golden State Wealth Management, LLC | History | No change | 202 | 9 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 183 | 8 | 0.0% | 0.0% | 28 | -23 | -11.17% | Q4 2025 | Feb 03, 2026 |
| SageView Advisory Group, LLC | History | New | 121 | 5 | 0.0% | — | 30 | +121 | New | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 117 | 5 | 0.0% | 0.0% | 29 | -93 | -44.29% | Q4 2025 | Feb 10, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 50 | 2 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 36 | 1 | 0.0% | 0.0% | 32 | -301 | -89.32% | Q4 2025 | Feb 13, 2026 |
| AE Wealth Management LLC | History | No change | 30 | 1 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -42,449 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ENVESTNET ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -30,531 | -100.0% | Q3 2025 | Nov 05, 2025 |
| CreativeOne Wealth, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -20,842 | -100.0% | Q3 2025 | Nov 13, 2025 |
| RFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,925 | -100.0% | Q3 2025 | Nov 06, 2025 |
| SEI INVESTMENTS CO | History | Closed out | 0 | 0 | — | 0.0% | — | -9,967 | -100.0% | Q3 2025 | Nov 13, 2025 |
| GeoWealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,643 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Eagle Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -4,225 | -100.0% | Q3 2025 | Oct 16, 2025 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,000 | -100.0% | Q3 2025 | Mar 31, 2026 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,442 | -100.0% | Q3 2025 | Nov 03, 2025 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -679 | -100.0% | Q3 2025 | Nov 07, 2025 |
| ASSETMARK, INC | History | Added to | 7 | 0 | — | — | — | +4 | 133.33% | Q4 2025 | Jan 23, 2026 |
| Game Plan Financial Advisors, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Jan 14, 2026 |
| CITIGROUP INC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| AlphaCore Capital LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |