Global X Funds - XYLG
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 | Reduced | 75,081 | 1,973 | 0.0% | 0.0% | 1 | -161,954 | -68.32% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 74,099 | 1,947 | 0.0% | 0.0% | 2 | -8,580 | -10.38% | Q1 2026 | May 06, 2026 |
| PMG Family Office LLC | History | Added to | 59,907 | 1,574 | 1.76% | 1.84% | 3 | +2,060 | 3.56% | Q1 2026 | Apr 17, 2026 |
| Cetera Investment Advisers | History | Added to | 57,158 | 1,502 | 0.0% | 0.0% | 4 | +7,387 | 14.84% | Q1 2026 | May 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 50,763 | 1,334 | 0.0% | 0.0% | 5 | +40,139 | 377.81% | Q1 2026 | Apr 22, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 34,902 | 917 | 0.0% | 0.0% | 6 | +5,740 | 19.68% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 31,675 | 832 | 0.0% | 0.0% | 7 | +4,287 | 15.65% | Q1 2026 | May 04, 2026 |
| Mutual Advisors, LLC | History | Added to | 22,415 | 589 | 0.01% | 0.01% | 8 | +1,925 | 9.39% | Q1 2026 | May 01, 2026 |
| Whipplewood Advisors, LLC | History | Added to | 18,696 | 491 | 0.25% | 0.31% | 9 | +918 | 5.16% | Q1 2026 | Apr 30, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 17,997 | 472 | 0.0% | 0.0% | 10 | -5,651 | -23.9% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 14,649 | 385 | 0.0% | 0.0% | 11 | -3,250 | -18.16% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 9,751 | 258 | 0.0% | 0.0% | 12 | -909 | -8.53% | Q1 2026 | Apr 07, 2026 |
| TopTier Wealth Management, LLC | History | No change | 9,713 | 255 | 0.16% | 0.18% | 13 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | New | 9,574 | 251 | 0.01% | — | 14 | +9,574 | New | Q1 2026 | Apr 22, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 8,680 | 228 | 0.15% | 0.16% | 15 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 8,205 | 215 | 0.0% | 0.0% | 16 | +1,763 | 27.37% | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 8,178 | 215 | 0.0% | 0.0% | 17 | -112 | -1.35% | Q1 2026 | Apr 30, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 6,850 | 181 | 0.01% | 0.01% | 18 | +200 | 3.01% | Q1 2026 | May 01, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 2,821 | 74 | 0.0% | 0.0% | 19 | +195 | 7.43% | Q1 2026 | Apr 27, 2026 |
| NBC SECURITIES, INC. | History | No change | 1,539 | 40 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| IFP Advisors, Inc | History | Added to | 1,115 | 29 | 0.0% | 0.0% | 21 | +90 | 8.78% | Q1 2026 | Apr 13, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,000 | 27 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Advisory Services Network, LLC | History | New | 800 | 21 | 0.0% | — | 23 | +800 | New | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Reduced | 762 | 20 | 0.0% | 0.0% | 24 | -263 | -25.66% | Q1 2026 | May 15, 2026 |
| STANCE CAPITAL LLC | History | New | 362 | 9 | 0.0% | — | 25 | +362 | New | Q1 2026 | May 13, 2026 |
| North Star Investment Management Corp. | History | Added to | 234 | 6 | 0.0% | 0.0% | 26 | +20 | 9.35% | Q1 2026 | Apr 23, 2026 |
| Triumph Capital Management | History | No change | 235 | 6 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Arax Advisory Partners | History | No change | 100 | 2 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -12,755 | -100.0% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,732 | -100.0% | Q1 2026 | Apr 30, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -706 | -100.0% | Q1 2026 | May 05, 2026 |
| MORGAN STANLEY | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 15, 2026 |