Global X Funds - SPFF
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 | 642,722 | 5,990 | 0.0% | 0.0% | 1 | +7,607 | 1.2% | Q4 2025 | Feb 11, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 528,892 | 5,050 | 0.24% | 0.28% | 2 | -30,583 | -5.47% | Q4 2025 | Jan 21, 2026 |
| MORGAN STANLEY | History | Added to | 213,823 | 1,992 | 0.0% | 0.0% | 3 | +13,172 | 6.56% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 196,114 | 1,827 | 0.0% | 0.0% | 4 | -9,270 | -4.51% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 164,301 | 1,531 | 0.0% | 0.0% | 5 | -3,981 | -2.37% | Q4 2025 | Jan 29, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 148,025 | 1,379 | 0.0% | 0.0% | 6 | -20,418 | -12.12% | Q4 2025 | Feb 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 126,949 | 1,183 | 0.0% | 0.0% | 7 | -22,177 | -14.87% | Q4 2025 | Feb 13, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 116,351 | 1,084 | 0.02% | 0.02% | 8 | -1,676 | -1.42% | Q4 2025 | Jan 16, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 114,758 | 1,069 | 0.0% | 0.0% | 9 | +4,285 | 3.88% | Q4 2025 | Feb 18, 2026 |
| Global Retirement Partners, LLC | History | Added to | 65,900 | 614 | 0.01% | 0.01% | 10 | +31,000 | 88.83% | Q4 2025 | Feb 06, 2026 |
| NewEdge Advisors, LLC | History | Added to | 54,913 | 511 | 0.0% | 0.0% | 11 | +174 | 0.32% | Q4 2025 | Feb 18, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 44,019 | 410 | 0.0% | 0.0% | 12 | +16,333 | 58.99% | Q4 2025 | Feb 05, 2026 |
| SEI INVESTMENTS CO | History | Added to | 39,534 | 368 | 0.0% | 0.0% | 13 | +4,806 | 13.84% | Q4 2025 | Feb 13, 2026 |
| Advisory Services Network, LLC | History | Added to | 27,567 | 256 | 0.0% | 0.0% | 14 | +9,883 | 55.89% | Q4 2025 | Feb 17, 2026 |
| Whipplewood Advisors, LLC | History | Added to | 26,590 | 247 | 0.16% | 0.16% | 15 | +1,038 | 4.06% | Q4 2025 | Feb 17, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 26,064 | 242 | 0.0% | 0.0% | 16 | -1,790 | -6.43% | Q4 2025 | Feb 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 21,897 | 204 | 0.0% | 0.0% | 17 | +11,538 | 111.38% | Q4 2025 | Feb 17, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | New | 19,017 | 177 | 0.0% | — | 18 | +19,017 | New | Q4 2025 | Feb 09, 2026 |
| Cetera Investment Advisers | History | Reduced | 18,543 | 172 | 0.0% | 0.0% | 19 | -51,856 | -73.66% | Q4 2025 | Feb 17, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 18,089 | 168 | 0.01% | 0.01% | 20 | +1,592 | 9.65% | Q4 2025 | Feb 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 17,703 | 164 | 0.0% | 0.0% | 21 | +2,951 | 20.0% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | New | 17,244 | 160 | 0.0% | — | 22 | +17,244 | New | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 14,943 | 139 | 0.0% | 0.0% | 23 | +2,772 | 22.78% | Q4 2025 | Feb 17, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 13,728 | 127 | 0.0% | 0.0% | 24 | -500 | -3.51% | Q4 2025 | Feb 05, 2026 |
| GenWealth Group, Inc. | History | No change | 10,628 | 102 | 0.02% | 0.02% | 25 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| US BANCORP \DE\ | History | New | 10,000 | 93 | 0.0% | — | 26 | +10,000 | New | Q4 2025 | Jan 30, 2026 |
| WealthBridge Capital Management, LLC | History | No change | 10,000 | 93 | 0.02% | 0.02% | 27 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 10,000 | 93 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 6,461 | 60 | 0.0% | 0.0% | 29 | +2,611 | 67.82% | Q4 2025 | Feb 09, 2026 |
| ROYAL BANK OF CANADA | History | New | 5,733 | 53 | 0.0% | — | 30 | +5,733 | New | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | No change | 4,954 | 46 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| AE Wealth Management LLC | History | Reduced | 4,589 | 42 | 0.0% | 0.0% | 32 | -55,784 | -92.4% | Q4 2025 | Jan 26, 2026 |
| Allworth Financial LP | History | New | 2,840 | 26 | 0.0% | — | 33 | +2,840 | New | Q4 2025 | Feb 05, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,653 | 24 | 0.0% | 0.0% | 34 | +217 | 8.91% | Q4 2025 | Jan 23, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 2,203 | 20 | 0.0% | 0.0% | 35 | -25 | -1.12% | Q4 2025 | Feb 03, 2026 |
| Ankerstar Wealth, LLC | History | New | 1,270 | 11 | 0.01% | — | 37 | +1,270 | New | Q4 2025 | Feb 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 1,200 | 11 | 0.0% | — | 36 | +1,200 | New | Q4 2025 | Feb 03, 2026 |
| Founders Financial Alliance, LLC | History | No change | 1,040 | 9 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Triumph Capital Management | History | New | 560 | 5 | 0.0% | — | 39 | +560 | New | Q4 2025 | Feb 12, 2026 |
| SHP Wealth Management | History | New | 500 | 4 | 0.0% | — | 40 | +500 | New | Q4 2025 | Mar 04, 2026 |
| Fortis Group Advisors, LLC | History | No change | 500 | 4 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| AdvisorNet Financial, Inc | History | No change | 230 | 2 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Blue Trust, Inc. | History | No change | 150 | 1 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -39,026 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -19,017 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Mutual Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,550 | -100.0% | Q3 2025 | Nov 04, 2025 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -14,158 | -100.0% | Q3 2025 | Nov 14, 2025 |
| J.Safra Asset Management Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -1,963 | -100.0% | Q3 2025 | Oct 29, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,135 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Anchor Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -514 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JONES FINANCIAL COMPANIES LLLP | History | Closed out | 0 | 0 | — | 0.0% | — | -387 | -100.0% | Q3 2025 | Nov 04, 2025 |
| CWM, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -113 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Key Capital Management, INC | History | New | 24 | 0 | — | — | — | +24 | New | Q4 2025 | Jan 26, 2026 |
| FMR LLC | History | Closed out | 0 | 0 | — | — | — | -18 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CIBC Private Wealth Group LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ASSETMARK, INC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |