Global X Funds - MILN
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 | 538,010 | 21,867 | 0.0% | 0.0% | 1 | +86,001 | 19.03% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 47,335 | 1,924 | 0.0% | 0.0% | 2 | -7,332 | -13.41% | Q1 2026 | May 15, 2026 |
| Moran Wealth Management, LLC | History | Added to | 36,869 | 1,498 | 0.05% | 0.05% | 3 | +266 | 0.73% | Q1 2026 | Apr 27, 2026 |
| LPL Financial LLC | History | Reduced | 27,888 | 1,133 | 0.0% | 0.0% | 4 | -1,580 | -5.36% | Q1 2026 | May 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 26,793 | 1,089 | 0.0% | 0.0% | 5 | +3,452 | 14.79% | Q1 2026 | Apr 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 22,450 | 912 | 0.0% | 0.0% | 6 | +15,399 | 218.39% | Q1 2026 | May 15, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 12,870 | 523 | 0.02% | — | 7 | +12,870 | New | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 12,386 | 503 | 0.01% | 0.01% | 8 | -675 | -5.17% | Q1 2026 | Apr 28, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | Added to | 7,437 | 319 | 0.14% | 0.16% | 9 | +54 | 0.73% | Q1 2026 | Apr 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 6,881 | 279 | 0.0% | 0.0% | 10 | -52 | -0.75% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 6,164 | 250 | 0.0% | 0.0% | 11 | -647 | -9.5% | Q1 2026 | May 13, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 5,048 | 205 | 0.02% | 0.02% | 12 | +257 | 5.36% | Q1 2026 | May 04, 2026 |
| UBS Group AG | History | Added to | 4,490 | 182 | 0.0% | 0.0% | 13 | +4,271 | 1950.23% | Q1 2026 | May 05, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 3,688 | 150 | 0.0% | 0.0% | 14 | +28 | 0.77% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 3,591 | 141 | 0.0% | 0.0% | 15 | +2,900 | 419.68% | Q1 2026 | May 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 2,880 | 117 | 0.0% | 0.0% | 16 | +2,600 | 928.57% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 2,198 | 89 | 0.0% | 0.0% | 17 | +1,180 | 115.91% | Q1 2026 | May 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 753 | 30 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 586 | 23 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 375 | 15 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 250 | 10 | 0.0% | 0.0% | 21 | -357 | -58.81% | Q1 2026 | Jun 02, 2026 |
| Aviso Financial Inc. | History | New | 240 | 9 | 0.0% | — | 22 | +240 | New | Q1 2026 | May 13, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 206 | 8 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Golden State Wealth Management, LLC | History | No change | 202 | 8 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Trask Adam Roland | History | New | 180 | 7 | 0.01% | — | 26 | +180 | New | Q1 2026 | May 15, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 184 | 7 | 0.0% | 0.0% | 25 | +1 | 0.55% | Q1 2026 | Apr 27, 2026 |
| SageView Advisory Group, LLC | History | No change | 121 | 5 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 82 | 3 | 0.0% | 0.0% | 28 | -35 | -29.91% | Q1 2026 | May 07, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 50 | 2 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| VANGUARD ADVISERS INC | History | New | 34 | 1 | 0.0% | — | 31 | +34 | New | Q1 2026 | May 08, 2026 |
| AE Wealth Management LLC | History | No change | 30 | 1 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| NewEdge Wealth, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -37,200 | -100.0% | Q1 2026 | May 13, 2026 |
| Archford Capital Strategies, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -11,336 | -100.0% | Q1 2026 | Apr 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -5,700 | -100.0% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,295 | -100.0% | Q1 2026 | May 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -223 | -100.0% | Q1 2026 | May 08, 2026 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | 0.0% | — | -36 | -100.0% | Q1 2026 | Jul 08, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | — | — | -14 | -100.0% | Q1 2026 | May 13, 2026 |
| Rossby Financial, LCC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | May 11, 2026 |
| ASSETMARK, INC | History | Added to | 9 | 0 | — | — | — | +2 | 28.57% | Q1 2026 | May 06, 2026 |
| Game Plan Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | Apr 23, 2026 |
| CITIGROUP INC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| AlphaCore Capital LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |