Global X Funds - XYLG
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 237,035 | 6,518 | 0.0% | 0.0% | 1 | +179,100 | 309.14% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Reduced | 82,679 | 2,273 | 0.0% | 0.0% | 2 | -13,944 | -14.43% | Q4 2025 | Feb 11, 2026 |
| PMG Family Office LLC | History | Reduced | 57,847 | 1,590 | 1.84% | 1.98% | 3 | -3,701 | -6.01% | Q4 2025 | Jan 28, 2026 |
| Cetera Investment Advisers | History | Reduced | 49,771 | 1,368 | 0.0% | 0.0% | 4 | -5,481 | -9.92% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 29,162 | 801 | 0.0% | 0.0% | 5 | +3,982 | 15.81% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 27,388 | 753 | 0.0% | 0.0% | 6 | -6,609 | -19.44% | Q4 2025 | Feb 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 23,648 | 650 | 0.0% | 0.0% | 7 | -3,028 | -11.35% | Q4 2025 | Feb 18, 2026 |
| Mutual Advisors, LLC | History | Reduced | 20,490 | 563 | 0.01% | 0.01% | 8 | -100 | -0.49% | Q4 2025 | Feb 02, 2026 |
| ROYAL BANK OF CANADA | History | New | 17,899 | 492 | 0.0% | — | 9 | +17,899 | New | Q4 2025 | Feb 17, 2026 |
| Whipplewood Advisors, LLC | History | Reduced | 17,778 | 488 | 0.31% | 0.34% | 10 | -9 | -0.05% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 12,755 | 350 | 0.0% | 0.0% | 11 | -33,390 | -72.36% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 10,660 | 293 | 0.0% | 0.01% | 12 | -2,473 | -18.83% | Q4 2025 | Jan 23, 2026 |
| Janney Montgomery Scott LLC | History | New | 10,624 | 292 | 0.0% | — | 13 | +10,624 | New | Q4 2025 | Feb 11, 2026 |
| TopTier Wealth Management, LLC | History | New | 9,713 | 267 | 0.18% | — | 14 | +9,713 | New | Q4 2025 | Feb 12, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 8,680 | 238 | 0.16% | 0.18% | 15 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 8,290 | 228 | 0.0% | 0.0% | 16 | -6,041 | -42.15% | Q4 2025 | Feb 05, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 6,650 | 182 | 0.01% | — | 17 | +6,650 | New | Q4 2025 | Feb 03, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 6,442 | 177 | 0.0% | — | 18 | +6,442 | New | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | New | 3,732 | 102 | 0.0% | — | 19 | +3,732 | New | Q4 2025 | Feb 13, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 2,626 | 72 | 0.0% | 0.0% | 20 | -1,713 | -39.48% | Q4 2025 | Feb 03, 2026 |
| NBC SECURITIES, INC. | History | Added to | 1,539 | 42 | 0.0% | 0.0% | 21 | +291 | 23.32% | Q4 2025 | Jan 29, 2026 |
| IFP Advisors, Inc | History | Added to | 1,025 | 28 | 0.0% | 0.0% | 23 | +11 | 1.08% | Q4 2025 | Feb 06, 2026 |
| FMR LLC | History | Reduced | 1,025 | 28 | 0.0% | 0.0% | 22 | -1 | -0.1% | Q4 2025 | Feb 17, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,000 | 27 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| UBS Group AG | History | Reduced | 706 | 19 | 0.0% | 0.0% | 25 | -1,013 | -58.93% | Q4 2025 | Jan 29, 2026 |
| Triumph Capital Management | History | New | 235 | 6 | 0.0% | — | 26 | +235 | New | Q4 2025 | Feb 12, 2026 |
| North Star Investment Management Corp. | History | Added to | 214 | 5 | 0.0% | 0.0% | 27 | +4 | 1.9% | Q4 2025 | Jan 30, 2026 |
| Arax Advisory Partners | History | New | 100 | 2 | 0.0% | — | 28 | +100 | New | Q4 2025 | Feb 13, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -14,956 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -871 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -800 | -100.0% | Q3 2025 | Nov 18, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MORGAN STANLEY | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 14, 2025 |