GLOBAL X FDS shareholder history

Current and past GLOBAL X FDS shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 760.00%0.00%0.00%Q2 2020Q3 202324
Citadel Advisors 1020.00%0.00%0.01%Q2 2020Q3 202321
Anchor Investment Management, LLC 1360.00%0.01%0.02%Q3 2017Q4 202319
CWM, LLC 1080.00%0.01%0.02%Q1 2019Q3 202318
Cambridge Investment Research Advisors, Inc. 14140.00%0.01%0.02%Q2 2020Q3 202314
Field & Main Bank 14140.02%0.05%0.27%Q2 2020Q3 202314
CAPTRUST FINANCIAL ADVISORS 14140.00%0.00%0.00%Q2 2020Q3 202314
UBS Group AG 14140.00%0.00%0.01%Q2 2020Q3 202314
Investors Research Corp 14140.30%0.37%0.43%Q2 2020Q3 202314
NAPLES GLOBAL ADVISORS, LLC 14140.07%0.14%0.20%Q2 2020Q3 202314
Global Endowment Management, LP 14140.26%0.76%1.36%Q2 2020Q3 202314
Capital Advisors, Ltd. LLC 14140.00%0.00%0.01%Q2 2020Q3 202314
Fortis Advisors, LLC 14141.14%2.67%4.06%Q2 2020Q3 202314
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 14140.02%0.04%0.06%Q2 2020Q3 202314
Verity & Verity, LLC 14140.16%0.59%1.95%Q2 2020Q3 202314
MORGAN STANLEY 14140.01%0.01%0.01%Q2 2020Q3 202314
MML INVESTORS SERVICES, LLC 14140.01%0.02%0.02%Q2 2020Q3 202314
Raymond James Financial Services Advisors, Inc. 14140.01%0.01%0.02%Q2 2020Q3 202314
OSAIC HOLDINGS, INC. 14140.00%0.00%0.01%Q2 2020Q3 202314
WELLS FARGO & COMPANY/MN 14140.00%0.01%0.01%Q2 2020Q3 202314
Ancora Advisors LLC 14140.00%0.00%0.01%Q2 2020Q3 202314
BANK OF AMERICA CORP /DE/ 14140.00%0.00%0.01%Q2 2020Q3 202314
GenTrust, LLC 14140.52%1.05%1.46%Q2 2020Q3 202314
SOL Capital Management CO 14140.63%0.76%0.85%Q2 2020Q3 202314
Ameritas Investment Partners, Inc. 14140.00%0.00%0.00%Q2 2020Q3 202314
Baystate Wealth Management LLC 14140.00%0.01%0.01%Q2 2020Q3 202314
Parallel Advisors, LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
ROYAL BANK OF CANADA 14140.00%0.01%0.01%Q2 2020Q3 202314
J.P. Morgan Private Wealth Advisors LLC 14140.02%0.02%0.04%Q2 2020Q3 202314
Gradient Investments LLC 14140.00%0.00%0.01%Q2 2020Q3 202314
ENVESTNET ASSET MANAGEMENT INC 14140.01%0.01%0.01%Q2 2020Q3 202314
Private Advisor Group, LLC 14140.00%0.00%0.01%Q2 2020Q3 202314
Ameraudi Asset Management, Inc. 14140.70%1.20%1.44%Q2 2020Q3 202314
Argent Advisors, Inc. 14140.40%0.73%0.91%Q2 2020Q3 202314
Cetera Advisor Networks LLC 14140.02%0.05%0.09%Q2 2020Q3 202314
BLAIR WILLIAM & CO/IL 14140.00%0.00%0.00%Q2 2020Q3 202314
RAYMOND JAMES & ASSOCIATES 14140.00%0.00%0.00%Q2 2020Q3 202314
Cresset Asset Management, LLC 14140.01%0.04%0.13%Q2 2020Q3 202314
LPL Financial LLC 14140.01%0.02%0.03%Q2 2020Q3 202314
PNC FINANCIAL SERVICES GROUP, INC. 14140.00%0.01%0.02%Q2 2020Q3 202314
IAG Wealth Partners, LLC 14140.04%0.81%1.58%Q2 2020Q3 202314
AMERIPRISE FINANCIAL INC 14140.00%0.00%0.00%Q2 2020Q3 202314
Baird Financial Group, Inc. 14140.01%0.01%0.02%Q2 2020Q3 202314
EVERGREEN CAPITAL MANAGEMENT LLC 14140.58%0.78%1.02%Q2 2020Q3 202314
Morningstar Investment Services LLC 13130.13%0.27%0.47%Q2 2020Q2 202313
STEPHENS INC /AR/ 1210.00%0.01%0.01%Q2 2020Q3 202313
Arlington Partners LLC 13130.05%3.63%9.83%Q2 2020Q2 202313
Venturi Wealth Management, LLC 13130.05%0.37%0.68%Q3 2020Q3 202313
Rockefeller Capital Management L.P. 13130.00%0.00%0.00%Q2 2020Q2 202313
SeaCrest Wealth Management, LLC 13130.13%0.21%0.32%Q3 2020Q3 202313
Global Retirement Partners, LLC 760.00%0.00%0.01%Q2 2020Q3 202313
FOSTER & MOTLEY INC 13130.03%0.05%0.06%Q3 2020Q3 202313
FMR LLC 1210.00%0.00%0.00%Q2 2020Q3 202313
Stratos Wealth Advisors, LLC 850.04%0.16%0.24%Q2 2020Q3 202313
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 1120.08%0.15%0.19%Q2 2020Q3 202313
WestEnd Advisors, LLC 1210.00%0.00%0.01%Q2 2020Q3 202313
Prospera Financial Services Inc 12120.03%0.05%0.07%Q4 2020Q3 202312
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 12120.00%0.00%0.00%Q2 2020Q1 202312
IFP Advisors, Inc 12120.00%0.00%0.02%Q2 2020Q1 202312
ATLAS CAPITAL ADVISORS LLC 12120.03%0.04%0.05%Q4 2020Q3 202312
QUADRANT CAPITAL GROUP LLC 12120.01%0.07%0.14%Q1 2020Q4 202212
Aaron Wealth Advisors LLC 12120.09%0.19%0.32%Q4 2020Q3 202312
S.A. Mason LLC 11110.01%0.02%0.02%Q1 2021Q3 202311
Gilbert & Cook, Inc. 11110.04%0.10%0.18%Q2 2020Q4 202211
JPMORGAN CHASE & CO 1010.00%0.00%0.00%Q3 2020Q3 202311
Golden Green, Inc. 11112.63%5.52%9.10%Q1 2021Q3 202311
Lido Advisors, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Transform Wealth, LLC 610.08%0.22%0.49%Q2 2020Q3 202311
Cetera Investment Advisers 11110.01%0.02%0.03%Q4 2020Q2 202311
Spire Wealth Management 11110.00%0.00%0.00%Q1 2021Q3 202311
Pettinga Financial Advisors LLC 11110.08%0.13%0.20%Q1 2021Q3 202311
Bollard Group LLC 11110.04%0.05%0.06%Q1 2021Q3 202311
Core Wealth Advisors, Inc. 10100.00%0.01%0.03%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.00%Q1 2021Q3 202310
American Portfolios Advisors 10100.00%0.01%0.04%Q2 2020Q3 202210
Annandale Capital, LLC 913.08%3.74%4.51%Q4 2020Q3 202310
CPWM, LLC 10100.12%0.16%0.19%Q2 2020Q3 202210
COLDSTREAM CAPITAL MANAGEMENT INC 430.02%0.03%0.03%Q4 2020Q3 202310
Hudock, Inc. 10100.00%0.00%0.00%Q2 2020Q3 202210
Legacy Capital Wealth Partners, LLC 710.49%0.79%1.50%Q4 2020Q3 202310
CITIGROUP INC 10100.00%0.00%0.00%Q2 2020Q3 202210
Curran Financial Partners, LLC 10100.34%2.22%3.77%Q2 2021Q3 202310
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 910.00%0.00%0.00%Q1 2021Q3 202310
STIFEL FINANCIAL CORP 820.00%0.00%0.01%Q2 2020Q3 202310
Tower Research Capital LLC (TRC) 710.00%0.00%0.00%Q2 2020Q3 20239
LINCOLN NATIONAL CORP 990.01%0.01%0.03%Q3 2020Q3 20229
HighTower Advisors, LLC 810.00%0.02%0.03%Q2 2020Q3 20229
Equitable Holdings, Inc. 990.01%0.01%0.01%Q3 2021Q3 20239
Ahrens Investment Partners LLC 990.54%1.69%2.84%Q1 2021Q1 20239
Essex LLC 990.85%2.22%4.32%Q3 2021Q3 20239
Creative Planning 990.00%0.00%0.00%Q3 2021Q3 20239
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 990.04%0.11%0.58%Q4 2020Q4 20229
Patriot Financial Group Insurance Agency, LLC 990.01%0.03%0.05%Q2 2020Q2 20229
Clean Yield Group 880.01%0.01%0.01%Q4 2021Q3 20238
Collaborative Wealth Managment Inc. 610.31%0.37%0.43%Q1 2021Q3 20238
FourThought Financial, LLC 880.01%0.01%0.01%Q4 2020Q3 20228
EP Wealth Advisors, LLC 320.01%0.03%0.14%Q3 2020Q3 20238
MAI Capital Management 880.13%0.17%0.20%Q4 2021Q3 20238
Endowment Wealth Management, Inc. 880.34%0.43%0.55%Q4 2021Q3 20238
COMMONWEALTH EQUITY SERVICES, LLC 710.00%0.00%0.01%Q2 2020Q3 20238
TRUIST FINANCIAL CORP 880.00%0.00%0.00%Q4 2021Q3 20238
Mascoma Wealth Management LLC 710.00%0.01%0.01%Q1 2021Q1 20238
New Legacy Group, LLC 880.18%2.16%3.32%Q4 2021Q3 20238
Sweet Financial Partners, LLC 880.08%0.09%0.11%Q4 2021Q3 20238
Qube Research & Technologies Ltd 510.00%0.00%0.01%Q4 2020Q3 20238
Sageworth Trust Co 430.02%0.47%1.31%Q4 2021Q3 20237
Concord Wealth Partners 770.00%0.00%0.00%Q4 2020Q2 20227
AdvisorNet Financial, Inc 770.00%0.00%0.00%Q1 2022Q3 20237
BENJAMIN F. EDWARDS & COMPANY, INC. 770.00%0.00%0.01%Q2 2021Q4 20227
Kestra Advisory Services, LLC 770.00%0.03%0.05%Q1 2022Q3 20237
Cerity Partners LLC 770.00%0.01%0.02%Q4 2021Q2 20237
BALDWIN BROTHERS LLC/MA 770.00%0.00%0.00%Q1 2022Q3 20237
MEEDER ASSET MANAGEMENT INC 770.00%0.00%0.00%Q4 2020Q2 20227
MBL Wealth, LLC 770.04%0.08%0.14%Q1 2022Q3 20237
Anson Capital, Inc. 771.16%1.44%1.79%Q1 2022Q3 20237
Greytown Advisors Inc. 770.27%0.56%0.90%Q1 2022Q3 20237
Carroll Financial Associates, Inc. 770.01%0.02%0.03%Q2 2020Q4 20217
Outlook Wealth Advisors, LLC 770.08%0.34%0.44%Q1 2022Q3 20237
Krilogy Financial LLC 770.09%0.13%0.17%Q2 2021Q4 20227
KMG FIDUCIARY PARTNERS, LLC 770.05%0.33%0.44%Q1 2022Q3 20237
Birch Capital Management, LLC 770.04%0.06%0.08%Q1 2022Q3 20237
Great Diamond Partners, LLC 770.34%0.37%0.41%Q1 2022Q3 20237
Cornerstone Wealth Group, LLC 770.14%0.18%0.21%Q1 2021Q3 20227
DIVIDEND ASSETS CAPITAL, LLC 610.02%0.06%0.08%Q2 2020Q1 20227
NTV ASSET MANAGEMENT LLC 770.13%0.15%0.17%Q1 2022Q3 20237
Janney Montgomery Scott LLC 770.00%0.00%0.00%Q1 2022Q3 20237
SWMG, LLC 610.16%0.34%0.50%Q4 2020Q3 20227
Transamerica Financial Advisors, Inc. 610.00%0.00%0.00%Q2 2020Q3 20237
Old Port Advisors 610.08%0.50%0.96%Q4 2021Q3 20237
FLOW TRADERS U.S. LLC 410.00%0.03%0.13%Q2 2020Q2 20237
TUCKER ASSET MANAGEMENT LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Stratos Wealth Partners, LTD. 660.01%0.02%0.03%Q2 2022Q3 20236
Capital Asset Advisory Services LLC 330.00%0.01%0.02%Q1 2021Q2 20236
ASSETMARK, INC 420.00%0.00%0.00%Q2 2020Q4 20226
Ironsides Asset Advisors, LLC 660.19%0.42%0.51%Q2 2022Q3 20236
Eudaimonia Partners, LLC 310.00%0.04%0.06%Q1 2021Q3 20236
Engrave Wealth Partners LLC 660.11%0.26%0.63%Q2 2022Q3 20236
Cetera Advisors LLC 660.00%0.01%0.01%Q2 2022Q3 20236
Country Club Trust Company, n.a. 660.02%0.03%0.03%Q3 2020Q4 20216
TCI Wealth Advisors, Inc. 660.00%0.00%0.00%Q2 2021Q3 20226
Geneos Wealth Management Inc. 330.00%0.00%0.00%Q4 2020Q3 20226
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Private Capital Advisors, Inc. 660.05%0.05%0.06%Q2 2022Q3 20236
Renaissance Technologies 310.00%0.00%0.00%Q4 2021Q3 20236
FLAGSHIP HARBOR ADVISORS, LLC 420.00%0.03%0.04%Q2 2020Q3 20236
PRIVATE TRUST CO NA 660.01%0.01%0.01%Q2 2022Q3 20236
Proficio Capital Partners LLC 660.04%0.09%0.14%Q2 2022Q3 20236
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 660.11%0.66%1.51%Q4 2021Q1 20236
Aurora Private Wealth, Inc. 660.25%0.57%0.74%Q2 2022Q3 20236
Firestone Capital Management 420.10%0.12%0.14%Q4 2021Q3 20236
Lee Financial Co 660.00%0.00%0.00%Q2 2022Q3 20236
WOLVERINE TRADING, LLC 210.00%0.00%0.00%Q2 2020Q1 20236
MCF Advisors LLC 660.00%0.00%0.00%Q2 2020Q3 20216
AE Wealth Management LLC 420.00%0.00%0.01%Q1 2022Q3 20236
AJ WEALTH STRATEGIES, LLC 660.01%0.02%0.02%Q1 2021Q2 20226
Atria Wealth Solutions, Inc. 660.01%0.01%0.03%Q2 2022Q3 20236
ADIRONDACK TRUST CO 550.01%0.01%0.01%Q2 2022Q2 20235
LEAVELL INVESTMENT MANAGEMENT, INC. 550.02%0.04%0.06%Q3 2022Q3 20235
Legacy Bridge, LLC 550.01%0.01%0.01%Q2 2020Q2 20215
BREITER CAPITAL MANAGEMENT INC 552.78%4.82%8.88%Q2 2020Q2 20215
Baker Avenue Asset Management, LP 550.08%0.16%0.27%Q3 2022Q3 20235
AVANTAX ADVISORY SERVICES, INC. 550.00%0.01%0.01%Q3 2022Q3 20235
McClarren Financial Advisors, Inc. 550.02%0.02%0.02%Q3 2022Q3 20235
Strategic Asset Management, LLC 550.02%0.02%0.02%Q3 2021Q3 20225
BURNEY CO/ 550.01%0.01%0.02%Q2 2022Q2 20235
CoreFirst Bank & Trust 550.05%0.36%0.60%Q3 2022Q3 20235
Trinity Legacy Partners, LLC 551.11%1.77%2.03%Q3 2022Q3 20235
Jacobi Capital Management LLC 550.00%0.00%0.00%Q2 2020Q2 20215
Advisory Services Network, LLC 210.00%0.00%0.00%Q1 2020Q4 20225
Tradition Wealth Management, LLC 550.00%0.00%0.00%Q2 2022Q2 20235
MGO Private Wealth, LLC 550.33%0.48%0.59%Q3 2022Q3 20235
DEUTSCHE BANK AG\ 550.00%0.00%0.00%Q2 2020Q2 20215
Gladstone Institutional Advisory LLC 440.02%0.02%0.03%Q4 2022Q3 20234
Requisite Capital Management, LLC 440.21%0.66%1.15%Q2 2021Q1 20224
Fiduciary Alliance LLC 440.50%0.55%0.58%Q4 2022Q3 20234
HAP Trading, LLC 310.02%0.02%0.04%Q3 2020Q1 20224
Capital Investment Advisory Services, LLC 440.00%0.00%0.00%Q3 2022Q2 20234
WEALTH MANAGEMENT RESOURCES, INC. 442.96%3.29%3.52%Q2 2022Q1 20234
Tidal Investments LLC 440.01%0.02%0.02%Q4 2022Q3 20234
Advisor Resource Council 440.09%0.17%0.25%Q4 2022Q3 20234
Resurgent Financial Advisors LLC 440.14%0.20%0.26%Q4 2022Q3 20234
TWO SIGMA INVESTMENTS, LP 210.00%0.00%0.00%Q2 2022Q3 20234
HAZLETT, BURT & WATSON, INC. 440.00%0.00%0.00%Q1 2022Q4 20224
Delta Financial Group, Inc. 440.21%0.35%0.70%Q4 2022Q3 20234
NEXT Financial Group, Inc 440.00%0.00%0.00%Q1 2021Q4 20214
Morningstar Investment Management LLC 449.45%10.80%12.06%Q2 2020Q1 20214
NewEdge Advisors, LLC 440.00%0.02%0.04%Q4 2022Q3 20234
Laidlaw Wealth Management LLC 440.07%0.12%0.19%Q1 2022Q4 20224
JANE STREET GROUP, LLC 310.00%0.00%0.00%Q2 2020Q3 20224
Sigma Planning Corp 440.01%0.01%0.02%Q4 2020Q3 20214
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 440.06%0.07%0.12%Q4 2022Q3 20234
GREAT VALLEY ADVISOR GROUP, INC. 440.01%0.01%0.02%Q2 2022Q1 20234
RMB Capital Management, LLC 210.01%0.12%0.46%Q4 2020Q3 20234
Destiny Wealth Partners, LLC 440.78%0.92%1.08%Q4 2022Q3 20234
BBVA USA Bancshares, Inc. 440.02%0.02%0.02%Q2 2020Q1 20214
Corient Private Wealth LLC 440.00%0.00%0.01%Q4 2022Q3 20234
Leading Edge Financial Planning LLC 440.21%0.36%0.53%Q4 2022Q3 20234
CHANNEL WEALTH LLC 440.15%0.16%0.17%Q1 2023Q4 20234
Realta Investment Advisors 220.00%0.00%0.00%Q3 2022Q3 20234
Teamwork Financial Advisors, LLC 440.10%0.11%0.13%Q4 2022Q3 20234
Sunbelt Securities, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Atlas Financial Advisors, Inc. 210.63%0.75%0.82%Q2 2022Q1 20233
SVB WEALTH LLC 330.01%0.01%0.01%Q3 2022Q1 20233
Cascadia Advisory Services, LLC 330.22%0.24%0.25%Q1 2021Q3 20213
One Charles Private Wealth Services, LLC 330.24%0.29%0.34%Q1 2023Q3 20233
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.01%Q1 2021Q4 20223
FWL INVESTMENT MANAGEMENT, LLC 210.03%0.04%0.07%Q4 2022Q3 20233
Matisse Capital 330.17%0.30%0.42%Q4 2020Q2 20213
Worth Asset Management, LLC 210.00%0.02%0.04%Q1 2022Q1 20233
3EDGE Asset Management, LP 210.11%0.13%0.15%Q1 2021Q2 20223
GeoWealth Management, LLC 330.15%0.16%0.16%Q1 2023Q3 20233
Glassy Mountain Advisors, Inc. 210.95%1.02%1.06%Q4 2022Q3 20233
BESSEMER GROUP INC 330.00%0.00%0.00%Q3 2021Q1 20223
Knollwood Investment Advisory, LLC 330.05%0.08%0.10%Q4 2022Q2 20233
Family Asset Management, LLC 330.00%0.01%0.02%Q4 2022Q2 20233
HBW ADVISORY SERVICES LLC 330.08%0.10%0.10%Q4 2022Q2 20233
BROWN BROTHERS HARRIMAN & CO 330.00%0.00%0.00%Q1 2023Q3 20233
Lansing Street Advisors 330.05%0.06%0.06%Q1 2022Q3 20223
SFG Wealth Management, LLC. 330.20%0.55%0.78%Q4 2022Q2 20233
Miracle Mile Advisors, LLC 110.02%0.03%0.04%Q2 2020Q3 20213
Wealthcare Advisory Partners LLC 330.02%0.02%0.02%Q4 2020Q2 20213
Atria Investments, Inc 330.04%0.04%0.04%Q1 2021Q3 20213
InterOcean Capital Group, LLC 330.20%0.28%0.45%Q2 2022Q4 20223
WealthShield Partners, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Brookstone Capital Management 110.01%0.01%0.02%Q4 2020Q3 20223
GYL FINANCIAL SYNERGIES, LLC 330.02%0.03%0.03%Q1 2023Q3 20233
GOLDMAN SACHS GROUP INC 210.00%0.00%0.00%Q3 2021Q2 20223
Stamos Capital Partners, L.P. 330.22%0.26%0.29%Q1 2023Q3 20233
Round Table Services, LLC 330.04%0.05%0.05%Q3 2021Q1 20223
CHOREO, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
Pinnacle Advisory Group, Inc. 330.12%0.14%0.14%Q2 2020Q4 20203
Founders Capital Management 330.01%0.01%0.01%Q3 2021Q1 20223
Snowden Capital Advisors LLC 330.03%0.05%0.06%Q1 2023Q3 20233
Aspen Wealth Strategies, LLC 210.16%0.17%0.18%Q4 2022Q3 20233
Valeo Financial Advisors, LLC 330.00%0.00%0.00%Q2 2020Q4 20203
Koshinski Asset Management, Inc. 210.02%0.04%0.06%Q3 2021Q2 20223
GPS Wealth Strategies Group, LLC 110.00%0.00%0.00%Q1 2021Q1 20232
Laurel Wealth Advisors, Inc. 220.22%0.26%0.30%Q2 2022Q3 20222
MARSHALL WACE, LLP 110.00%0.00%0.00%Q1 2020Q2 20232
ICA Group Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q2 20232
OLD MISSION CAPITAL LLC 110.02%0.03%0.05%Q1 2021Q1 20222
Millburn Ridgefield Corp 220.00%0.00%0.00%Q2 2021Q3 20212
First Allied Advisory Services, Inc. 220.04%0.04%0.05%Q2 2020Q3 20202
Fortis Group Advisors, LLC 110.00%0.00%0.00%Q3 2020Q3 20232
WealthPlan Investment Management, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
US BANCORP \DE\ 220.00%0.00%0.00%Q2 2020Q3 20202
Freestone Capital Holdings, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
Connectus Wealth, LLC 220.18%0.18%0.18%Q2 2023Q3 20232
TWO SIGMA SECURITIES, LLC 110.01%0.01%0.01%Q1 2022Q3 20222
TOCQUEVILLE ASSET MANAGEMENT L.P. 110.01%0.01%0.02%Q4 2020Q4 20212
AlphaCore Capital LLC 220.03%0.03%0.03%Q2 2023Q3 20232
Wambolt & Associates, LLC 220.27%0.34%0.41%Q2 2020Q3 20202
Capital Analysts, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
GSA CAPITAL PARTNERS LLP 220.03%0.04%0.05%Q1 2023Q2 20232
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 220.44%0.44%0.44%Q1 2022Q2 20222
CoreCap Advisors, LLC 110.00%0.00%0.00%Q2 2022Q4 20222
Carmichael Hill & Associates, Inc. 220.00%0.00%0.00%Q2 2020Q3 20202
HARBOR INVESTMENT ADVISORY, LLC 220.00%0.00%0.00%Q1 2020Q2 20202
Northwest Capital Management Inc 220.01%0.01%0.01%Q2 2023Q3 20232
FRANKLIN RESOURCES INC 220.00%0.00%0.00%Q2 2023Q3 20232
BRR OpCo, LLC 220.14%0.19%0.24%Q4 2019Q1 20202
Graves Light Lenhart Wealth, Inc. 220.01%0.01%0.01%Q4 2021Q1 20222
FOSTER DYKEMA CABOT & CO INC/MA 220.02%0.02%0.02%Q2 2023Q3 20232
Activest Wealth Management 220.00%0.00%0.01%Q3 2022Q4 20222
Sentinus, LLC 220.07%0.07%0.08%Q1 2023Q2 20232
Cornerstone Planning Group LLC 110.00%0.00%0.00%Q4 2022Q2 20232
Cape Investment Advisory, Inc. 220.00%0.00%0.00%Q1 2023Q2 20232
Roble, Belko & Company, Inc 220.00%0.35%0.70%Q2 2020Q3 20202
Americana Partners, LLC 220.11%0.12%0.13%Q2 2023Q3 20232
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
Belpointe Asset Management LLC 220.01%0.01%0.01%Q4 2022Q1 20232
Watson Rebecca 110.00%0.00%0.00%Q2 2020Q2 20201
Vivaldi Capital Management LP 110.05%0.05%0.05%Q2 2020Q2 20201
Orion Portfolio Solutions, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Bank of New York Mellon Corp 110.00%0.00%0.00%Q3 2023Q3 20231
BANK OF MONTREAL /CAN/ 110.00%0.00%0.00%Q3 2022Q3 20221
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Archer Investment Corp 110.00%0.00%0.00%Q3 2020Q3 20201
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Dixon Hughes Goodman Wealth Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
COMERICA BANK 110.01%0.01%0.01%Q3 2023Q3 20231
Independence Bank of Kentucky 110.00%0.00%0.00%Q4 2022Q4 20221
Coppell Advisory Solutions LLC 110.00%0.00%0.00%Q2 2023Q2 20231
FIFTH THIRD BANCORP 110.00%0.00%0.00%Q2 2020Q2 20201
South Shore Capital Advisors 110.58%0.58%0.58%Q2 2021Q2 20211
Dynamic Advisor Solutions LLC 110.08%0.08%0.08%Q3 2023Q3 20231
NBC SECURITIES, INC. 110.02%0.02%0.02%Q3 2023Q3 20231
Advisor OS, LLC 111.10%1.10%1.10%Q4 2021Q4 20211
Petix & Botte Co 110.12%0.12%0.12%Q2 2020Q2 20201
Versant Capital Management, Inc 110.00%0.00%0.00%Q4 2023Q4 20231
STEEL GROVE CAPITAL ADVISORS, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Fermata Advisors, LLC 110.08%0.08%0.08%Q4 2022Q4 20221
Tennessee Valley Asset Management Partners 110.15%0.15%0.15%Q2 2020Q2 20201
Frontier Wealth Management LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Stonebridge Capital Advisors LLC 110.00%0.00%0.00%Q1 2020Q1 20201
COUNTRY CLUB BANK /GFN 110.02%0.02%0.02%Q1 2022Q1 20221
Savoie Capital LLC 110.34%0.34%0.34%Q3 2023Q3 20231
PARK AVENUE SECURITIES LLC 110.01%0.01%0.01%Q2 2021Q2 20211
AlphaStar Capital Management, LLC 110.20%0.20%0.20%Q2 2020Q2 20201
Sound Income Strategies, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
PROVENCE WEALTH MANAGEMENT GROUP 110.00%0.00%0.00%Q3 2023Q3 20231
Mirae Asset Global Investments Co., Ltd. 110.00%0.00%0.00%Q2 2021Q2 20211
OKABENA INVESTMENT SERVICES INC 110.01%0.01%0.01%Q2 2023Q2 20231
Blueprint Investment Partners LLC 110.16%0.16%0.16%Q2 2023Q2 20231
OLIVER LAGORE VANVALIN INVESTMENT GROUP 110.00%0.00%0.00%Q1 2022Q1 20221
REGENTATLANTIC CAPITAL LLC 110.01%0.01%0.01%Q2 2020Q2 20201
Apollon Wealth Management, LLC 110.02%0.02%0.02%Q2 2020Q2 20201
GSB Wealth Management, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Aptus Capital Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
RAYMOND JAMES TRUST N.A. 110.01%0.01%0.01%Q4 2021Q4 20211
PROFFITT & GOODSON INC 110.00%0.00%0.00%Q2 2020Q2 20201
Mount Yale Investment Advisors, LLC 110.05%0.05%0.05%Q2 2020Q2 20201
Johnson Financial Group, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
Horan Securities, Inc. 110.02%0.02%0.02%Q4 2020Q4 20201
ADVISORS MANAGEMENT GROUP INC /ADV 110.14%0.14%0.14%Q1 2022Q1 20221
Permit Capital Advisors, LLC 111.16%1.16%1.16%Q1 2022Q1 20221
Briaud Financial Planning, Inc 110.00%0.00%0.00%Q3 2023Q3 20231
Perigon Wealth Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
JAMISON PRIVATE WEALTH MANAGEMENT, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
WESTWOOD HOLDINGS GROUP INC 110.00%0.00%0.00%Q3 2020Q3 20201
FormulaFolio Investments, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
PNC Managed Account Solutions, Inc. 110.06%0.06%0.06%Q2 2021Q2 20211
Plante Moran Financial Advisors, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
WEDBUSH SECURITIES INC 110.01%0.01%0.01%Q2 2023Q2 20231
Ritter Daniher Financial Advisory LLC / DE 110.00%0.00%0.00%Q3 2023Q3 20231
Kowal Investment Group, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 110.94%0.94%0.94%Q2 2023Q2 20231
Bogart Wealth, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Financial Advocates Investment Management 110.10%0.10%0.10%Q2 2021Q2 20211
Belvedere Trading LLC 110.00%0.00%0.00%Q1 2023Q1 20231
SIGNET FINANCIAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
EUDAIMONIA ADVISORS LLC 110.16%0.16%0.16%Q3 2023Q3 20231
Phoenix Holdings Ltd. 111.65%1.65%1.65%Q4 2022Q4 20221
Private Ocean, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Strategic Blueprint, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
DeDora Capital, Inc. 110.01%0.01%0.01%Q1 2022Q1 20221
XR Securities LLC 110.36%0.36%0.36%Q2 2020Q2 20201
New England Investment & Retirement Group, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
SYNOVUS FINANCIAL CORP 110.00%0.00%0.00%Q3 2023Q3 20231
External links

This page lists all the filers that currently own GLOBAL X FDS or have owned GLOBAL X FDS in the past.