Global X Funds - SDIV
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 17 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 | 1,019,626 | 24,501 | 0.01% | 0.01% | 1 | +93,821 | 10.13% | Q4 2025 | Feb 11, 2026 |
| Howard Capital Management Inc. | History | Added to | 834,871 | 20,061 | 0.26% | 0.24% | 2 | +66,655 | 8.68% | Q4 2025 | Jan 23, 2026 |
| MORGAN STANLEY | History | Added to | 775,126 | 18,626 | 0.0% | 0.0% | 3 | +85,977 | 12.48% | Q4 2025 | Feb 13, 2026 |
| POTOMAC FUND MANAGEMENT INC /ADV | History | Added to | 584,970 | 14,056 | 0.52% | 0.51% | 4 | +80,000 | 15.84% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 499,857 | 12,011 | 0.0% | 0.0% | 5 | +69,495 | 16.15% | Q4 2025 | Feb 17, 2026 |
| Foguth Wealth Management, LLC. | History | New | 395,917 | 9,581 | 1.49% | — | 6 | +395,917 | New | Q4 2025 | Jan 05, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 275,101 | 6,610 | 0.1% | 0.07% | 7 | +89,635 | 48.33% | Q4 2025 | Feb 12, 2026 |
| Cetera Investment Advisers | History | Added to | 245,479 | 5,898 | 0.01% | 0.0% | 8 | +79,398 | 47.81% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 199,866 | 4,804 | 0.01% | 0.01% | 9 | -5,169 | -2.52% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 191,513 | 4,602 | 0.0% | 0.0% | 10 | +64,719 | 51.04% | Q4 2025 | Feb 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 167,985 | 4,036 | 0.0% | 0.0% | 11 | +12,218 | 7.84% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 141,239 | 3,393 | 0.0% | 0.0% | 12 | +71,179 | 101.6% | Q4 2025 | Feb 17, 2026 |
| Newbridge Financial Services Group, Inc. | History | Added to | 135,672 | 3,260 | 0.51% | 0.48% | 13 | +2,161 | 1.62% | Q4 2025 | Jan 21, 2026 |
| AE Wealth Management LLC | History | Added to | 124,899 | 3,001 | 0.02% | 0.0% | 14 | +104,663 | 517.21% | Q4 2025 | Jan 26, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 123,465 | 2,967 | 0.01% | 0.01% | 15 | +8,037 | 6.96% | Q4 2025 | Feb 05, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 119,730 | 2,877 | 0.19% | 0.24% | 16 | -26,876 | -18.33% | Q4 2025 | Jan 23, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 119,681 | 2,875 | 0.0% | 0.0% | 17 | +23,429 | 24.34% | Q4 2025 | Feb 18, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 92,979 | 2,234 | 0.11% | 0.13% | 18 | +1,318 | 1.44% | Q4 2025 | Jan 28, 2026 |
| NewEdge Advisors, LLC | History | Added to | 91,478 | 2,198 | 0.01% | 0.01% | 19 | +14,653 | 19.07% | Q4 2025 | Feb 18, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 87,217 | 2,133 | 0.0% | 0.0% | 20 | -12,399 | -12.45% | Q4 2025 | Jan 08, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 87,666 | 2,106 | 0.0% | 0.0% | 21 | +3,556 | 4.23% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 87,007 | 2,090 | 0.0% | 0.0% | 22 | +3,553 | 4.26% | Q4 2025 | Feb 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 85,374 | 2,051 | 0.0% | 0.0% | 23 | +16,409 | 23.79% | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | Added to | 61,487 | 1,477 | 0.0% | 0.0% | 24 | +6,974 | 12.79% | Q4 2025 | Feb 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 60,549 | 1,454 | 0.02% | 0.02% | 25 | +9,355 | 18.27% | Q4 2025 | Jan 29, 2026 |
| Wealthfront Advisers LLC | History | Added to | 58,453 | 1,404 | 0.0% | 0.0% | 26 | +12,315 | 26.69% | Q4 2025 | Jan 30, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 53,765 | 1,291 | 0.0% | 0.0% | 27 | +1,556 | 2.98% | Q4 2025 | Feb 13, 2026 |
| CacheTech Inc. | History | New | 47,946 | 1,152 | 0.21% | — | 28 | +47,946 | New | Q4 2025 | Feb 18, 2026 |
| UBS Group AG | History | Added to | 47,132 | 1,132 | 0.0% | 0.0% | 29 | +33 | 0.07% | Q4 2025 | Jan 29, 2026 |
| HighTower Advisors, LLC | History | Added to | 44,221 | 1,062 | 0.0% | 0.0% | 30 | +18,833 | 74.18% | Q4 2025 | Feb 06, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 42,605 | 1,023 | 0.11% | 0.12% | 31 | -689 | -1.59% | Q4 2025 | Feb 13, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 41,585 | 999 | 0.03% | 0.03% | 32 | -2,833 | -6.38% | Q4 2025 | Feb 03, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 40,159 | 965 | 0.0% | 0.0% | 33 | +2,034 | 5.34% | Q4 2025 | Feb 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 34,064 | 818 | 0.0% | 0.0% | 34 | +1,975 | 6.15% | Q4 2025 | Feb 10, 2026 |
| ROYAL BANK OF CANADA | History | New | 33,806 | 813 | 0.0% | — | 35 | +33,806 | New | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Added to | 33,763 | 811 | 0.0% | 0.0% | 36 | +3,633 | 12.06% | Q4 2025 | Feb 17, 2026 |
| Resurgent Financial Advisors LLC | History | Added to | 31,836 | 765 | 0.38% | 0.3% | 37 | +6,086 | 23.63% | Q4 2025 | Feb 12, 2026 |
| Fiduciary Alliance LLC | History | Added to | 31,170 | 749 | 0.05% | 0.04% | 38 | +6,073 | 24.2% | Q4 2025 | Jan 22, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 28,067 | 674 | 0.03% | 0.01% | 39 | +24,759 | 748.46% | Q4 2025 | Feb 04, 2026 |
| Triumph Capital Management | History | Reduced | 27,359 | 657 | 0.14% | 0.18% | 40 | -968 | -3.42% | Q4 2025 | Feb 12, 2026 |
| Kovack Advisors, Inc. | History | Added to | 26,619 | 639 | 0.03% | 0.04% | 41 | +10,455 | 64.68% | Q4 2025 | Feb 17, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 25,724 | 618 | 0.02% | 0.02% | 42 | +6,975 | 37.2% | Q4 2025 | Feb 09, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 25,499 | 612 | 0.0% | 0.0% | 43 | +1,223 | 5.04% | Q4 2025 | Feb 13, 2026 |
| M Holdings Securities, Inc. | History | New | 25,438 | 611 | 0.04% | — | 44 | +25,438 | New | Q4 2025 | Feb 11, 2026 |
| Prospera Financial Services Inc | History | Added to | 24,240 | 582 | 0.01% | 0.01% | 45 | +1,305 | 5.69% | Q4 2025 | Feb 09, 2026 |
| Wealthspire Advisors, LLC | History | No change | 23,804 | 572 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Fortis Group Advisors, LLC | History | Reduced | 21,833 | 561 | 0.09% | 0.09% | 47 | -283 | -1.28% | Q4 2025 | Feb 06, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 20,096 | 482 | 0.09% | 0.1% | 48 | -2,619 | -11.53% | Q4 2025 | Feb 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 18,104 | 435 | 0.0% | 0.0% | 49 | +3,195 | 21.43% | Q4 2025 | Feb 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 17,353 | 416 | 0.0% | — | 50 | +17,353 | New | Q4 2025 | Feb 18, 2026 |
| Mutual Advisors, LLC | History | Added to | 17,250 | 414 | 0.01% | 0.01% | 51 | +6,000 | 53.33% | Q4 2025 | Feb 02, 2026 |
| Sterling Manor Financial, LLC | History | Added to | 16,900 | 406 | 0.25% | 0.21% | 52 | +2,820 | 20.03% | Q4 2025 | Jan 07, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 16,381 | 393 | 0.05% | 0.06% | 53 | +653 | 4.15% | Q4 2025 | Feb 13, 2026 |
| OPTIMA CAPITAL LLC | History | New | 14,916 | 360 | 0.16% | — | 54 | +14,916 | New | Q4 2025 | Jan 23, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 14,850 | 357 | 0.0% | 0.0% | 55 | -1,717 | -10.36% | Q4 2025 | Feb 11, 2026 |
| Mariner, LLC | History | Reduced | 14,778 | 355 | 0.0% | 0.0% | 56 | -56,429 | -79.25% | Q4 2025 | Feb 13, 2026 |
| RESOLUTE CAPITAL, LLC | History | New | 14,701 | 353 | 0.15% | — | 57 | +14,701 | New | Q4 2025 | Feb 10, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 15,000 | 349 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| APS Management Group, Inc. | History | Added to | 14,423 | 346 | 0.3% | 0.3% | 59 | +84 | 0.59% | Q4 2025 | Jan 28, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 13,485 | 324 | 0.01% | 0.01% | 60 | -1,209 | -8.23% | Q4 2025 | Feb 06, 2026 |
| VestGen Advisors, LLC | History | Added to | 13,336 | 320 | 0.01% | 0.01% | 61 | +1,000 | 8.11% | Q4 2025 | Feb 17, 2026 |
| Western Wealth Management, LLC | History | Reduced | 11,839 | 284 | 0.01% | 0.02% | 62 | -3,960 | -25.06% | Q4 2025 | Feb 05, 2026 |
| Kingstone Capital Partners Texas, LLC | History | Added to | 11,828 | 284 | 0.17% | 0.15% | 63 | +984 | 9.07% | Q4 2025 | Feb 03, 2026 |
| StoneX Group Inc. | History | Reduced | 11,117 | 269 | 0.01% | 0.01% | 64 | -297 | -2.6% | Q4 2025 | Feb 12, 2026 |
| Waterloo Capital, L.P. | History | No change | 10,251 | 246 | 0.02% | 0.02% | 65 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| PFG Investments, LLC | History | Reduced | 9,847 | 236 | 0.01% | 0.02% | 66 | -3,387 | -25.59% | Q4 2025 | Jan 26, 2026 |
| Qube Research & Technologies Ltd | History | New | 9,767 | 234 | 0.0% | — | 67 | +9,767 | New | Q4 2025 | Feb 17, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 9,634 | 231 | 0.0% | 0.0% | 68 | -55 | -0.57% | Q4 2025 | Jan 20, 2026 |
| KLCM Advisors, Inc. | History | New | 9,300 | 223 | 0.02% | — | 69 | +9,300 | New | Q4 2025 | Feb 04, 2026 |
| CITADEL ADVISORS LLC | History | New | 8,600 | 206 | 0.0% | — | 70 | +8,600 | New | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, LLC | History | Added to | 8,527 | 204 | 0.0% | 0.0% | 71 | +2,000 | 30.64% | Q4 2025 | Feb 17, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 8,389 | 201 | 0.01% | 0.01% | 72 | -360 | -4.11% | Q4 2025 | Feb 17, 2026 |
| Crews Bank & Trust | History | No change | 6,115 | 146 | 0.02% | 0.02% | 73 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 5,369 | 129 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Cape Investment Advisory, Inc. | History | New | 4,009 | 96 | 0.03% | — | 75 | +4,009 | New | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | New | 3,833 | 92 | 0.0% | — | 76 | +3,833 | New | Q4 2025 | Jan 30, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 3,732 | 89 | 0.0% | 0.0% | 77 | +615 | 19.73% | Q4 2025 | Jan 23, 2026 |
| FMR LLC | History | Added to | 2,651 | 63 | 0.0% | 0.0% | 78 | +910 | 52.27% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 2,641 | 63 | 0.0% | 0.0% | 79 | +420 | 18.91% | Q4 2025 | Jan 26, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Added to | 2,072 | 51 | 0.07% | 0.03% | 80 | +1,064 | 105.56% | Q4 2025 | Feb 10, 2026 |
| SHP Wealth Management | History | New | 1,674 | 40 | 0.0% | — | 81 | +1,674 | New | Q4 2025 | Mar 04, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 1,190 | 28 | 0.01% | 0.02% | 83 | -1,190 | -50.0% | Q4 2025 | Feb 18, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,166 | 28 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Advocate Investing Services LLC | History | New | 1,100 | 26 | 0.02% | — | 84 | +1,100 | New | Q4 2025 | Feb 12, 2026 |
| Westside Investment Management, Inc. | History | No change | 1,000 | 24 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CKW FINANCIAL GROUP | History | No change | 1,000 | 24 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 768 | 18 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| COMERICA BANK | History | No change | 699 | 16 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 666 | 16 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 685 | 16 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 604 | 14 | 0.0% | 0.0% | 92 | -23,397 | -97.48% | Q4 2025 | Mar 16, 2026 |
| IFP Advisors, Inc | History | Added to | 620 | 14 | 0.0% | 0.0% | 91 | +9 | 1.47% | Q4 2025 | Feb 06, 2026 |
| MAI Capital Management | History | Reduced | 550 | 13 | 0.0% | 0.0% | 93 | -1,500 | -73.17% | Q4 2025 | Feb 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 513 | 12 | 0.0% | 0.04% | 95 | -18,750 | -97.34% | Q4 2025 | Feb 03, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 537 | 12 | 0.0% | 0.0% | 94 | +404 | 303.76% | Q4 2025 | Jan 28, 2026 |
| Dunhill Financial, LLC | History | No change | 531 | 12 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 443 | 10 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 400 | 9 | 0.0% | — | 99 | +400 | New | Q4 2025 | Feb 12, 2026 |
| CITIGROUP INC | History | No change | 400 | 9 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 350 | 8 | 0.0% | — | 100 | +350 | New | Q4 2025 | Jan 21, 2026 |
| Capital Analysts, LLC | History | No change | 266 | 6 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Parallel Advisors, LLC | History | No change | 230 | 5 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| ORG Partners LLC | History | No change | 179 | 4 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| CoreCap Advisors, LLC | History | New | 165 | 3 | 0.0% | — | 104 | +165 | New | Q4 2025 | Jan 13, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | New | 125 | 3 | 0.0% | — | 106 | +125 | New | Q4 2025 | Jan 15, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 150 | 3 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q4 2025 | Feb 27, 2026 |
| Allworth Financial LP | History | New | 112 | 2 | 0.0% | — | 107 | +112 | New | Q4 2025 | Feb 05, 2026 |
| Quaker Wealth Management, LLC | History | New | 63 | 1 | 0.0% | — | 110 | +63 | New | Q4 2025 | Jan 28, 2026 |
| NBC SECURITIES, INC. | History | No change | 75 | 1 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| ASSETMARK, INC | History | No change | 72 | 1 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Blue Trust, Inc. | History | No change | 80 | 1 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Synergy Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -174,992 | -100.0% | Q3 2025 | Oct 21, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -77,030 | -100.0% | Q3 2025 | Nov 14, 2025 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -61,700 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Strategic Financial Concepts, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -51,796 | -100.0% | Q3 2025 | Nov 13, 2025 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -23,035 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Avior Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -17,235 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Lifestyle Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.12% | — | -14,687 | -100.0% | Q3 2025 | Oct 09, 2025 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -8,955 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HUNTINGTON NATIONAL BANK | History | New | 21 | 0 | — | — | — | +21 | New | Q4 2025 | Feb 09, 2026 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q3 2025 | Nov 03, 2025 |
| DEUTSCHE BANK AG\ | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 13, 2025 |