Global X Funds - QDIV
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 6 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| XML Financial, LLC | History | Reduced | 145,043 | 5,027 | 0.41% | 0.45% | 1 | -11,735 | -7.49% | Q4 2025 | Feb 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 68,528 | 2,390 | 0.05% | 0.05% | 2 | +5,095 | 8.03% | Q4 2025 | Feb 09, 2026 |
| LPL Financial LLC | History | Reduced | 66,477 | 2,304 | 0.0% | 0.0% | 3 | -1,043 | -1.54% | Q4 2025 | Feb 11, 2026 |
| JANE STREET GROUP, LLC | History | No change | 25,000 | 866 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 19,419 | 673 | 0.0% | 0.0% | 5 | +3,609 | 22.83% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 18,883 | 655 | 0.0% | 0.0% | 6 | -4,355 | -18.74% | Q4 2025 | Feb 05, 2026 |
| APS Management Group, Inc. | History | Added to | 15,752 | 545 | 0.47% | 0.49% | 7 | +34 | 0.22% | Q4 2025 | Jan 28, 2026 |
| Compound Planning, Inc. | History | Added to | 14,183 | 491 | 0.01% | 0.02% | 8 | +630 | 4.65% | Q4 2025 | Feb 19, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 8,514 | 295 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q4 2025 | Mar 25, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 8,394 | 290 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 7,355 | 254 | 0.03% | 0.04% | 11 | -797 | -9.78% | Q4 2025 | Jan 13, 2026 |
| Creative Planning | History | No change | 7,217 | 250 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | No change | 5,200 | 180 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,362 | 47 | 0.0% | 0.0% | 14 | -78 | -5.42% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 938 | 32 | 0.0% | 0.0% | 15 | -8,288 | -89.83% | Q4 2025 | Feb 18, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 784 | 27 | 0.0% | 0.0% | 16 | -302 | -27.81% | Q4 2025 | Feb 03, 2026 |
| AE Wealth Management LLC | History | No change | 674 | 23 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | New | 536 | 18 | 0.0% | — | 18 | +536 | New | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | No change | 402 | 13 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 208 | 7 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SIGNATUREFD, LLC | History | No change | 201 | 6 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 145 | 5 | 0.0% | — | 22 | +145 | New | Q4 2025 | Feb 12, 2026 |
| Rockefeller Capital Management L.P. | History | New | 133 | 4 | 0.0% | — | 23 | +133 | New | Q4 2025 | Mar 16, 2026 |
| Costello Asset Management, INC | History | No change | 59 | 2 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Newbridge Financial Services Group, Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -13,553 | -100.0% | Q3 2025 | Nov 13, 2025 |
| STIFEL FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -7,759 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Cetera Investment Advisers | History | Closed out | 0 | 0 | — | 0.0% | — | -5,767 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -1,425 | -100.0% | Q3 2025 | Feb 03, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -1,269 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Capital Advisors, Ltd. LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -58 | -100.0% | Q3 2025 | Oct 16, 2025 |
| MAI Capital Management | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |