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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PMG Family Office LLC | History | Added to | 99,219 | 2,574 | 2.87% | 2.91% | 1 | +6,822 | 7.38% | Q1 2026 | Apr 17, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 17,524 | 454 | 0.01% | 0.02% | 2 | -1,420 | -7.5% | Q1 2026 | Apr 08, 2026 |
| Comprehensive Money Management Services LLC | History | Reduced | 16,800 | 435 | 0.29% | 0.34% | 3 | -1,100 | -6.15% | Q1 2026 | Apr 23, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | New | 10,416 | 270 | 0.02% | — | 4 | +10,416 | New | Q1 2026 | Apr 22, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 5,091 | 133 | 0.0% | 0.0% | 5 | +122 | 2.46% | Q1 2026 | Apr 07, 2026 |
| Opal Wealth Advisors, LLC | History | New | 4,833 | 125 | 0.03% | — | 6 | +4,833 | New | Q1 2026 | Apr 14, 2026 |
| NBC SECURITIES, INC. | History | No change | 900 | 23 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 580 | 15 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| IFP Advisors, Inc | History | Added to | 394 | 10 | 0.0% | 0.0% | 9 | +94 | 31.33% | Q1 2026 | Apr 13, 2026 |
| LPL Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -163,639 | -100.0% | Q4 2025 | Feb 11, 2026 |
| Cetera Investment Advisers | History | Closed out | 0 | 0 | — | 0.0% | — | -91,446 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Compass Financial Services Inc | History | Closed out | 0 | 0 | — | 1.02% | — | -86,458 | -100.0% | Q4 2025 | Feb 27, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -75,944 | -100.0% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -29,264 | -100.0% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -27,943 | -100.0% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -22,778 | -100.0% | Q4 2025 | Feb 18, 2026 |
| ROYAL BANK OF CANADA | History | Closed out | 0 | 0 | — | 0.0% | — | -16,384 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Triumph Capital Management | History | Closed out | 0 | 0 | — | 0.1% | — | -16,168 | -100.0% | Q4 2025 | Feb 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,538 | -100.0% | Q4 2025 | Feb 10, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -14,208 | -100.0% | Q4 2025 | Feb 04, 2026 |
| Cannon Wealth Management Services, LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -13,855 | -100.0% | Q4 2025 | Jan 27, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Closed out | 0 | 0 | — | 0.09% | — | -11,383 | -100.0% | Q4 2025 | Jan 29, 2026 |
| Collaborative Wealth Managment Inc. | History | Closed out | 0 | 0 | — | 0.1% | — | -10,545 | -100.0% | Q4 2025 | Feb 09, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,861 | -100.0% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,789 | -100.0% | Q4 2025 | Feb 17, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -9,670 | -100.0% | Q4 2025 | Feb 03, 2026 |
| SBI Securities Co., Ltd. | History | Closed out | 0 | 0 | — | 0.01% | — | -8,582 | -100.0% | Q4 2025 | Feb 03, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -1,494 | -100.0% | Q4 2025 | Jan 29, 2026 |
| Rockefeller Capital Management L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,025 | -100.0% | Q4 2025 | Mar 16, 2026 |
| AE Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -980 | -100.0% | Q4 2025 | Jan 26, 2026 |
| FMR LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -838 | -100.0% | Q4 2025 | Feb 17, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -371 | -100.0% | Q4 2025 | Jan 21, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -65 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | Closed out | 0 | 0 | — | — | — | -31 | -100.0% | Q4 2025 | Feb 05, 2026 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q4 2025 | Feb 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |