Global X Funds - QYLG
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 | Added to | 205,112 | 5,322 | 0.0% | 0.0% | 1 | +41,473 | 25.34% | Q1 2026 | May 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 199,169 | 5,168 | 0.0% | 0.0% | 2 | +123,225 | 162.26% | Q1 2026 | May 15, 2026 |
| PMG Family Office LLC | History | Added to | 99,219 | 2,574 | 2.87% | 2.91% | 3 | +6,822 | 7.38% | Q1 2026 | Apr 17, 2026 |
| Cetera Investment Advisers | History | Added to | 96,167 | 2,495 | 0.0% | 0.0% | 4 | +4,721 | 5.16% | Q1 2026 | May 13, 2026 |
| Cannon Wealth Management Services, LLC | History | Added to | 26,825 | 696 | 0.47% | 0.27% | 5 | +12,970 | 93.61% | Q1 2026 | May 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 18,317 | 475 | 0.0% | 0.0% | 6 | -9,626 | -34.45% | Q1 2026 | May 15, 2026 |
| Triumph Capital Management | History | Added to | 17,762 | 460 | 0.09% | 0.1% | 7 | +1,594 | 9.86% | Q1 2026 | May 13, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 17,524 | 454 | 0.01% | 0.02% | 8 | -1,420 | -7.5% | Q1 2026 | Apr 08, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 16,875 | 438 | 0.0% | 0.0% | 9 | +491 | 3.0% | Q1 2026 | May 15, 2026 |
| Comprehensive Money Management Services LLC | History | Reduced | 16,800 | 435 | 0.29% | 0.34% | 10 | -1,100 | -6.15% | Q1 2026 | Apr 23, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 14,826 | 384 | 0.0% | 0.0% | 11 | +288 | 1.98% | Q1 2026 | May 04, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Reduced | 13,771 | 357 | 0.23% | 0.26% | 12 | -437 | -3.08% | Q1 2026 | Apr 27, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | No change | 11,383 | 295 | 0.09% | 0.09% | 13 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 10,963 | 284 | 0.0% | 0.0% | 14 | -11,815 | -51.87% | Q1 2026 | May 14, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | New | 10,416 | 270 | 0.02% | — | 15 | +10,416 | New | Q1 2026 | Apr 22, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 10,267 | 266 | 0.0% | 0.0% | 16 | +406 | 4.12% | Q1 2026 | Apr 30, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 9,906 | 259 | 0.02% | 0.02% | 17 | +236 | 2.44% | Q1 2026 | May 01, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 9,833 | 255 | 0.01% | 0.01% | 18 | +1,251 | 14.58% | Q1 2026 | Apr 27, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 8,312 | 215 | 0.0% | — | 19 | +8,312 | New | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 5,091 | 133 | 0.0% | 0.0% | 20 | +122 | 2.46% | Q1 2026 | Apr 07, 2026 |
| Opal Wealth Advisors, LLC | History | New | 4,833 | 125 | 0.03% | — | 21 | +4,833 | New | Q1 2026 | Apr 14, 2026 |
| NBC SECURITIES, INC. | History | No change | 900 | 23 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| FMR LLC | History | Reduced | 819 | 21 | 0.0% | 0.0% | 23 | -19 | -2.27% | Q1 2026 | May 15, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 580 | 15 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| UBS Group AG | History | Reduced | 495 | 12 | 0.0% | 0.0% | 25 | -999 | -66.87% | Q1 2026 | May 05, 2026 |
| IFP Advisors, Inc | History | Added to | 394 | 10 | 0.0% | 0.0% | 26 | +94 | 31.33% | Q1 2026 | Apr 13, 2026 |
| STANCE CAPITAL LLC | History | New | 331 | 8 | 0.0% | — | 27 | +331 | New | Q1 2026 | May 13, 2026 |
| NewEdge Advisors, LLC | History | New | 85 | 2 | 0.0% | — | 29 | +85 | New | Q1 2026 | Jun 02, 2026 |
| Allworth Financial LP | History | Added to | 102 | 2 | 0.0% | — | 28 | +71 | 229.03% | Q1 2026 | May 14, 2026 |
| Compass Financial Services Inc | History | Closed out | 0 | 0 | — | 1.02% | — | -86,458 | -100.0% | Q1 2026 | May 01, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -29,264 | -100.0% | Q1 2026 | May 12, 2026 |
| Collaborative Wealth Managment Inc. | History | Closed out | 0 | 0 | — | 0.1% | — | -10,545 | -100.0% | Q1 2026 | May 05, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,789 | -100.0% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,025 | -100.0% | Q1 2026 | May 14, 2026 |
| AE Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -980 | -100.0% | Q1 2026 | May 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -371 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Arax Advisory Partners | History | Reduced | 30 | 0 | — | 0.0% | — | -35 | -53.85% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 11, 2026 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |