Global X Funds - QYLG
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 9 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 163,639 | 4,460 | 0.0% | 0.0% | 1 | +6,729 | 4.29% | Q4 2025 | Feb 11, 2026 |
| PMG Family Office LLC | History | Reduced | 92,397 | 2,518 | 2.91% | 3.1% | 2 | -2,115 | -2.24% | Q4 2025 | Jan 28, 2026 |
| Cetera Investment Advisers | History | Reduced | 91,446 | 2,492 | 0.0% | 0.0% | 3 | -8,109 | -8.15% | Q4 2025 | Feb 17, 2026 |
| Compass Financial Services Inc | History | Added to | 86,458 | 2,356 | 1.02% | 1.11% | 4 | +1,220 | 1.43% | Q4 2025 | Feb 27, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 75,944 | 2,070 | 0.0% | 0.0% | 5 | +2,745 | 3.75% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | New | 29,264 | 797 | 0.0% | — | 6 | +29,264 | New | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 27,943 | 761 | 0.0% | 0.0% | 7 | -203 | -0.72% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 22,778 | 620 | 0.0% | 0.0% | 8 | +1,036 | 4.76% | Q4 2025 | Feb 18, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 18,944 | 516 | 0.02% | 0.02% | 9 | +165 | 0.88% | Q4 2025 | Jan 09, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 17,900 | 487 | 0.34% | 0.37% | 10 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| ROYAL BANK OF CANADA | History | New | 16,384 | 447 | 0.0% | — | 11 | +16,384 | New | Q4 2025 | Feb 17, 2026 |
| Triumph Capital Management | History | Reduced | 16,168 | 440 | 0.1% | 0.13% | 12 | -131 | -0.8% | Q4 2025 | Feb 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 14,538 | 396 | 0.0% | 0.0% | 13 | -438 | -2.92% | Q4 2025 | Feb 10, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Added to | 14,208 | 387 | 0.26% | 0.22% | 14 | +3,099 | 27.9% | Q4 2025 | Feb 04, 2026 |
| Cannon Wealth Management Services, LLC | History | New | 13,855 | 377 | 0.27% | — | 15 | +13,855 | New | Q4 2025 | Jan 27, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Added to | 11,383 | 310 | 0.09% | 0.09% | 16 | +1,843 | 19.32% | Q4 2025 | Jan 29, 2026 |
| Collaborative Wealth Managment Inc. | History | No change | 10,545 | 287 | 0.1% | 0.12% | 17 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 9,861 | 268 | 0.0% | 0.0% | 18 | -448 | -4.35% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | New | 9,789 | 266 | 0.0% | — | 19 | +9,789 | New | Q4 2025 | Feb 17, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 9,670 | 263 | 0.02% | 0.02% | 20 | +1,979 | 25.73% | Q4 2025 | Feb 03, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 8,582 | 233 | 0.01% | 0.01% | 21 | -859 | -9.1% | Q4 2025 | Feb 03, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 4,969 | 135 | 0.0% | 0.0% | 22 | -26 | -0.52% | Q4 2025 | Jan 23, 2026 |
| UBS Group AG | History | Added to | 1,494 | 40 | 0.0% | — | 23 | +1,487 | 21242.86% | Q4 2025 | Jan 29, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,025 | 27 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q4 2025 | Mar 16, 2026 |
| AE Wealth Management LLC | History | Added to | 980 | 26 | 0.0% | 0.0% | 25 | +130 | 15.29% | Q4 2025 | Jan 26, 2026 |
| NBC SECURITIES, INC. | History | No change | 900 | 24 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FMR LLC | History | Added to | 838 | 22 | 0.0% | 0.0% | 27 | +5 | 0.6% | Q4 2025 | Feb 17, 2026 |
| Harbor Asset Planning, Inc. | History | New | 580 | 15 | 0.01% | — | 28 | +580 | New | Q4 2025 | Jan 26, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 371 | 10 | 0.0% | — | 29 | +371 | New | Q4 2025 | Jan 21, 2026 |
| IFP Advisors, Inc | History | No change | 300 | 8 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Arax Advisory Partners | History | Reduced | 65 | 1 | 0.0% | 0.16% | 31 | -252,119 | -99.97% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -14,273 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Solutions 4 Wealth, Ltd | History | Closed out | 0 | 0 | — | 0.31% | — | -6,916 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -863 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Aspect Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Allworth Financial LP | History | New | 31 | 0 | — | — | — | +31 | New | Q4 2025 | Feb 05, 2026 |
| JPMORGAN CHASE & CO | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |