Global X Funds - SDIV

Sector: Funds · Industry: Investment Company

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Company profile

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Q4 2025 · Q3 2025

Value (USD)

Total reported value ($000)

$186.4M

QoQ value delta ($000)

+$25.26M (+15.67%)

Implied price effect (QoQ)

+0.45%

Total shares

7,755,370

QoQ shares delta

+1,020,687 (+15.16%)

Total shares held by funds (by quarter)

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Top 25 only Full list

Early Q1 2026 data: only 17 institutional holders reported so far. More will appear as funds file with the SEC.

Manager	Value ($000)	Shares	% of 13F
LPL Financial LLC	24,501	1,019,626	0.01%
Howard Capital Management Inc.	20,061	834,871	0.26%
MORGAN STANLEY	18,626	775,126	0.0%
POTOMAC FUND MANAGEMENT INC /ADV	14,056	584,970	0.52%
BANK OF AMERICA CORP /DE/	12,011	499,857	0.0%
Foguth Wealth Management, LLC.	9,581	395,917	1.49%
PRINCIPAL SECURITIES, INC.	6,610	275,101	0.1%
Cetera Investment Advisers	5,898	245,479	0.01%
OSAIC HOLDINGS, INC.	4,804	199,866	0.01%
ENVESTNET ASSET MANAGEMENT INC	4,602	191,513	0.0%
WELLS FARGO & COMPANY/MN	4,036	167,985	0.0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	3,393	141,239	0.0%
Newbridge Financial Services Group, Inc.	3,260	135,672	0.51%
AE Wealth Management LLC	3,001	124,899	0.02%
Cambridge Investment Research Advisors, Inc.	2,967	123,465	0.01%
FIFTH THIRD SECURITIES, INC.	2,877	119,730	0.19%
RAYMOND JAMES FINANCIAL INC	2,875	119,681	0.0%
KINGSWOOD WEALTH ADVISORS, LLC	2,234	92,979	0.11%
NewEdge Advisors, LLC	2,198	91,478	0.01%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	2,133	87,217	0.0%
AMERIPRISE FINANCIAL INC	2,106	87,666	0.0%
JPMORGAN CHASE & CO	2,090	87,007	0.0%
JONES FINANCIAL COMPANIES LLLP	2,051	85,374	0.0%
SEI INVESTMENTS CO	1,477	61,487	0.0%
KESTRA PRIVATE WEALTH SERVICES, LLC	1,454	60,549	0.02%