Global X Funds - SOCL
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 236,306 | 10,232 | 0.0% | 0.0% | 1 | +19,333 | 8.91% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 131,682 | 5,701 | 0.0% | 0.01% | 2 | -100,831 | -43.37% | Q1 2026 | May 08, 2026 |
| MORGAN STANLEY | History | Reduced | 55,392 | 2,398 | 0.0% | 0.0% | 3 | -18,914 | -25.45% | Q1 2026 | May 15, 2026 |
| Daiwa Securities Group Inc. | History | Reduced | 45,000 | 1,948 | 0.01% | 0.02% | 4 | -60,000 | -57.14% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Added to | 34,252 | 1,483 | 0.0% | 0.0% | 5 | +3,579 | 11.67% | Q1 2026 | May 06, 2026 |
| AAFMAA Wealth Management & Trust LLC | History | Added to | 24,193 | 1,047 | 0.41% | 0.19% | 6 | +15,514 | 178.75% | Q1 2026 | Apr 08, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 22,905 | 991 | 0.0% | 0.0% | 7 | -6,657 | -22.52% | Q1 2026 | May 12, 2026 |
| Virtu Financial LLC | History | Added to | 21,137 | 915 | 0.04% | 0.01% | 8 | +14,849 | 236.15% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 20,535 | 889 | 0.0% | 0.0% | 9 | +14,353 | 232.17% | Q1 2026 | May 12, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Reduced | 19,026 | 823 | 0.29% | 0.39% | 10 | -692 | -3.51% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 18,479 | 800 | 0.0% | 0.0% | 11 | +9,893 | 115.22% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 17,710 | 766 | 0.0% | 0.0% | 12 | -5,924 | -25.07% | Q1 2026 | May 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 12,149 | 526 | 0.0% | 0.0% | 13 | -8,565 | -41.35% | Q1 2026 | Apr 30, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 11,387 | 493 | 0.09% | 0.12% | 14 | -1,272 | -10.05% | Q1 2026 | May 20, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 9,892 | 428 | 0.01% | 0.03% | 15 | -7,858 | -44.27% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 6,721 | 291 | 0.0% | 0.0% | 16 | -144 | -2.1% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 6,339 | 274 | 0.0% | 0.0% | 17 | +654 | 11.5% | Q1 2026 | Jul 17, 2026 |
| Cetera Investment Advisers | History | Reduced | 5,934 | 256 | 0.0% | 0.0% | 18 | -17 | -0.29% | Q1 2026 | May 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 5,900 | 255 | 0.0% | 0.0% | 19 | +5,000 | 555.56% | Q1 2026 | Jun 02, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 5,521 | 239 | 0.0% | 0.0% | 20 | +123 | 2.28% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 4,812 | 208 | 0.0% | 0.0% | 21 | -9,824 | -67.12% | Q1 2026 | Jul 08, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 4,783 | 207 | 0.0% | 0.0% | 22 | -3,827 | -44.45% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 4,745 | 205 | 0.0% | 0.0% | 23 | -746 | -13.59% | Q1 2026 | May 14, 2026 |
| Manchester Capital Management LLC | History | No change | 2,700 | 116 | 0.02% | 0.02% | 24 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| FMR LLC | History | Added to | 1,492 | 64 | 0.0% | 0.0% | 25 | +24 | 1.63% | Q1 2026 | May 15, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 1,471 | 63 | 0.0% | — | 26 | +1,471 | New | Q1 2026 | Apr 29, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 1,036 | 44 | 0.0% | 0.0% | 27 | -1,678 | -61.83% | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | No change | 1,000 | 43 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 739 | 31 | 0.0% | 0.0% | 29 | +200 | 37.11% | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 600 | 25 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Bell Investment Advisors, Inc | History | No change | 575 | 24 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 417 | 18 | 0.0% | 0.0% | 32 | +167 | 66.8% | Q1 2026 | May 01, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 421 | 18 | 0.0% | 0.0% | 33 | +6 | 1.45% | Q1 2026 | May 08, 2026 |
| CWM, LLC | History | Added to | 350 | 15 | 0.0% | 0.0% | 34 | +50 | 16.67% | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | No change | 350 | 15 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 313 | 13 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Spire Wealth Management | History | Added to | 205 | 8 | 0.0% | 0.0% | 38 | +1 | 0.49% | Q1 2026 | Apr 22, 2026 |
| Founders Capital Management | History | No change | 200 | 8 | 0.0% | 0.01% | 37 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Prestige Wealth Management Group LLC | History | Added to | 161 | 6 | 0.0% | 0.0% | 39 | +1 | 0.63% | Q1 2026 | May 13, 2026 |
| TD Waterhouse Canada Inc. | History | New | 100 | 4 | 0.0% | — | 42 | +100 | New | Q1 2026 | May 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 110 | 4 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 98 | 4 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Advisory Services Network, LLC | History | New | 71 | 3 | 0.0% | — | 43 | +71 | New | Q1 2026 | May 15, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 56 | 2 | 0.0% | 0.0% | 45 | +1 | 1.82% | Q1 2026 | Apr 27, 2026 |
| Qube Research & Technologies Ltd | History | No change | 51 | 2 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | No change | 41 | 1 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Great Diamond Partners, LLC | History | Closed out | 0 | 0 | — | 0.49% | — | -46,397 | -100.0% | Q1 2026 | May 12, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -19,838 | -100.0% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,061 | -100.0% | Q1 2026 | Apr 27, 2026 |
| GLOBALT Investments LLC / GA | History | Closed out | 0 | 0 | — | 0.01% | — | -4,500 | -100.0% | Q1 2026 | May 15, 2026 |
| Valeo Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,987 | -100.0% | Q1 2026 | May 08, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,275 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Rossby Financial, LCC | History | Closed out | 0 | 0 | — | 0.0% | — | -182 | -100.0% | Q1 2026 | May 11, 2026 |
| Ascentis Independent Advisors | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | Apr 28, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | Apr 23, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 19 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Larson Financial Group LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |