GLOBAL X FDS shareholder history

Current and past GLOBAL X FDS shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
ROYAL BANK OF CANADA 24240.00%0.00%0.00%Q4 2017Q3 202324
UBS Group AG 23230.00%0.00%0.01%Q1 2018Q3 202323
AdvisorNet Financial, Inc 23230.00%0.04%0.07%Q1 2018Q3 202323
Stratos Wealth Partners, LTD. 2110.01%0.04%0.10%Q1 2018Q3 202322
Charles Schwab Investment Advisory, Inc. 22220.07%0.13%0.42%Q2 2018Q3 202322
BANK OF AMERICA CORP /DE/ 22220.00%0.00%0.01%Q2 2018Q3 202322
MORGAN STANLEY 21210.00%0.00%0.01%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.01%Q3 2018Q3 202321
Mirae Asset Global Investments Co., Ltd. 21210.01%0.02%0.06%Q3 2018Q3 202321
Ironsides Asset Advisors, LLC 20200.20%0.81%2.43%Q4 2017Q3 202220
LPL Financial LLC 20200.00%0.02%0.04%Q4 2018Q3 202320
ENVESTNET ASSET MANAGEMENT INC 20200.01%0.01%0.02%Q4 2018Q3 202320
Columbus Macro, LLC 20200.10%1.90%3.76%Q4 2018Q3 202320
BLAIR WILLIAM & CO/IL 1460.00%0.01%0.07%Q3 2018Q3 202320
RATIONAL ADVISORS LLC 19190.23%2.43%4.88%Q1 2019Q3 202319
Lido Advisors, LLC 19190.14%0.28%0.39%Q1 2019Q3 202319
WELLS FARGO & COMPANY/MN 19190.00%0.01%0.03%Q1 2019Q3 202319
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 19190.00%0.00%0.00%Q1 2019Q3 202319
BNP PARIBAS FINANCIAL MARKETS 19190.00%0.01%0.02%Q1 2019Q3 202319
CWM, LLC 1180.00%0.21%0.36%Q4 2018Q3 202319
Mutual Advisors, LLC 18180.04%0.08%0.19%Q2 2019Q3 202318
Cambridge Investment Research Advisors, Inc. 18180.00%0.01%0.02%Q2 2019Q3 202318
Financial Architects, Inc 1440.02%0.40%0.82%Q4 2018Q2 202318
Texas Yale Capital Corp. 18180.04%0.21%0.32%Q2 2019Q3 202318
FLC Capital Advisors 17170.06%0.22%0.48%Q2 2019Q2 202317
GeoWealth Management, LLC 17170.02%0.06%0.19%Q3 2019Q3 202317
IFP Advisors, Inc 17170.01%0.01%0.02%Q3 2019Q3 202317
CreativeOne Wealth, LLC 17170.06%0.12%0.18%Q3 2019Q3 202317
ASSETMARK, INC 17170.07%0.12%0.20%Q3 2019Q3 202317
Gradient Investments LLC 16160.00%0.27%1.17%Q2 2019Q1 202316
NAPLES GLOBAL ADVISORS, LLC 1510.07%0.38%0.46%Q3 2019Q3 202316
Citadel Advisors 410.00%0.00%0.00%Q2 2019Q3 202316
DUNCKER STREETT & CO INC 16160.05%0.39%0.51%Q4 2019Q3 202316
Aptus Capital Advisors, LLC 16160.00%0.03%0.11%Q4 2019Q3 202316
Fortis Capital Management LLC 16160.88%1.84%3.40%Q4 2019Q3 202316
Trinity Legacy Partners, LLC 16161.64%3.16%4.28%Q4 2019Q3 202316
Morningstar Investment Management LLC 16160.63%1.09%1.70%Q2 2019Q1 202316
Global Retirement Partners, LLC 970.00%0.00%0.01%Q3 2019Q3 202316
AE Wealth Management LLC 16160.02%0.07%0.16%Q4 2019Q3 202316
Advisory Services Network, LLC 520.00%0.01%0.08%Q1 2019Q3 202315
ATLAS CAPITAL ADVISORS LLC 15150.02%0.22%0.71%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.01%0.01%Q1 2020Q3 202315
CITIGROUP INC 820.00%0.00%0.02%Q4 2017Q3 202315
Gs Investments, Inc. 15150.00%0.86%2.76%Q1 2020Q3 202315
PNC FINANCIAL SERVICES GROUP, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
Sowell Financial Services LLC 1050.02%0.04%0.06%Q3 2019Q3 202315
MML INVESTORS SERVICES, LLC 1230.01%0.03%0.10%Q2 2019Q3 202315
Rockefeller Capital Management L.P. 1220.00%0.00%0.00%Q3 2019Q3 202314
AMG National Trust Bank 14140.02%0.04%0.06%Q2 2020Q3 202314
Princeton Global Asset Management LLC 14140.03%0.27%0.48%Q1 2019Q2 202214
Cetera Advisor Networks LLC 14140.01%0.02%0.04%Q2 2020Q3 202314
RHS Financial, LLC 14140.45%1.43%2.45%Q4 2018Q1 202214
COMMONWEALTH EQUITY SERVICES, LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
Jacobsen Capital Management 14140.18%0.34%0.72%Q2 2020Q3 202314
Kingsview Wealth Management, LLC 860.02%0.05%0.09%Q1 2020Q3 202314
RAYMOND JAMES & ASSOCIATES 14140.00%0.01%0.01%Q2 2020Q3 202314
FDx Advisors, Inc. 710.01%0.02%0.04%Q4 2018Q2 202314
JANE STREET GROUP, LLC 710.00%0.00%0.01%Q1 2018Q3 202313
SEI INVESTMENTS CO 13130.00%0.01%0.01%Q3 2020Q3 202313
Miracle Mile Advisors, LLC 13130.01%0.12%0.20%Q3 2020Q3 202313
Foresight Wealth Management, LLC 13130.08%1.78%4.18%Q4 2019Q4 202213
Firestone Capital Management 13130.01%0.16%0.22%Q3 2020Q3 202313
Carroll Financial Associates, Inc. 13130.01%0.01%0.01%Q4 2018Q4 202113
RVW Wealth, LLC 13130.08%0.17%0.36%Q4 2020Q4 202313
Private Advisor Group, LLC 1210.00%0.02%0.06%Q2 2020Q3 202313
Realta Investment Advisors 13130.08%0.09%0.12%Q3 2020Q3 202313
Iron Horse Wealth Management, LLC 12123.22%3.86%4.40%Q4 2020Q3 202312
Future Financial Wealth Managment LLC 12120.38%0.85%1.28%Q4 2020Q3 202312
Tiller Private Wealth, Inc. 12123.66%10.69%19.23%Q4 2020Q3 202312
Accel Wealth Management 12120.03%0.62%0.87%Q4 2020Q3 202312
Running Point Capital Advisors, LLC 12120.15%0.38%0.52%Q4 2020Q3 202312
Prairiewood Capital, LLC 12120.72%2.27%3.03%Q4 2020Q3 202312
Raymond James Financial Services Advisors, Inc. 12120.00%0.00%0.02%Q4 2020Q3 202312
Equitable Holdings, Inc. 12120.01%0.01%0.03%Q4 2020Q3 202312
Baird Financial Group, Inc. 930.00%0.01%0.02%Q4 2019Q3 202312
Advisors Capital Management, LLC 12120.02%0.15%0.35%Q4 2020Q3 202312
Acorn Wealth Advisors, LLC 12120.34%0.42%0.46%Q4 2020Q3 202312
Cetera Investment Advisers 12120.01%0.07%0.10%Q4 2020Q3 202312
COLLECTIVE FAMILY OFFICE LLC 12122.66%4.11%5.60%Q4 2020Q3 202312
Full Sail Capital, LLC 12120.23%0.76%1.25%Q4 2020Q3 202312
STABLEFORD CAPITAL II LLC 12120.12%2.32%4.04%Q1 2020Q4 202212
Unison Advisors LLC 12120.07%0.13%0.22%Q4 2020Q3 202312
Castle Rock Wealth Management, LLC 11110.24%0.67%1.54%Q2 2020Q4 202211
Steward Partners Investment Advisory, LLC 830.00%0.02%0.07%Q3 2020Q3 202311
Freedom Investment Management, Inc. 11110.05%0.07%0.09%Q1 2021Q3 202311
Sound Income Strategies, LLC 11110.05%0.33%0.45%Q1 2021Q3 202311
CENTAURUS FINANCIAL, INC. 11110.02%0.12%0.35%Q1 2021Q3 202311
Bard Financial Services, Inc. 11110.36%0.98%1.65%Q4 2020Q2 202311
Stratos Wealth Advisors, LLC 11110.07%0.24%0.46%Q2 2020Q4 202211
Arkadios Wealth Advisors 1010.01%0.04%0.06%Q4 2020Q3 202311
Ratio Wealth Group 924.88%6.82%8.75%Q4 2020Q3 202311
FMR LLC 710.00%0.00%0.00%Q1 2020Q3 202311
PLIMOTH TRUST CO LLC 11110.50%0.72%0.86%Q1 2021Q3 202311
FUKOKU MUTUAL LIFE INSURANCE Co 11111.39%1.67%1.93%Q1 2021Q3 202311
CREATIVE FINANCIAL DESIGNS INC /ADV 11110.00%0.00%0.01%Q1 2021Q3 202311
Cetera Advisors LLC 11110.01%0.02%0.02%Q1 2021Q3 202311
GSB Wealth Management, LLC 11110.84%1.35%2.48%Q1 2021Q3 202311
Retirement Group, LLC 11110.01%0.19%0.75%Q1 2021Q3 202311
Oxinas Partners Wealth Management LLC 11110.27%1.77%5.58%Q1 2021Q3 202311
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 920.41%0.88%1.55%Q4 2018Q3 202211
Nelson Capital Management, LLC 11110.14%0.23%0.33%Q1 2021Q3 202311
CONNING INC. 10100.36%0.48%0.59%Q2 2021Q3 202310
ROOSEVELT INVESTMENT GROUP LLC 10100.06%0.08%0.09%Q2 2020Q3 202210
Janney Montgomery Scott LLC 520.00%0.00%0.01%Q2 2020Q3 202310
Belpointe Asset Management LLC 10100.03%0.06%0.08%Q4 2020Q1 202310
SeaCrest Wealth Management, LLC 10100.03%0.06%0.10%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.00%0.01%0.03%Q1 2021Q3 202310
First Horizon Advisors, Inc. 640.00%0.03%0.07%Q1 2021Q3 202310
CSM Advisors, LLC 10100.04%0.05%0.06%Q2 2021Q3 202310
1900 WEALTH MANAGEMENT LLC 10100.02%0.09%0.14%Q2 2021Q3 202310
PRUDENTIAL FINANCIAL INC 10100.00%0.00%0.00%Q2 2021Q3 202310
Activest Wealth Management 910.05%0.51%1.49%Q1 2021Q3 202310
WEBSTER BANK, N. A. 10100.00%0.01%0.01%Q2 2021Q3 202310
THRIVENT FINANCIAL FOR LUTHERANS 10100.00%0.00%0.01%Q3 2019Q4 202110
Capital Investment Advisory Services, LLC 910.00%0.05%0.09%Q1 2020Q3 202310
Foundations Investment Advisors, LLC 910.01%0.04%0.07%Q2 2020Q1 202310
COLONY GROUP LLC 990.00%0.01%0.03%Q3 2021Q3 20239
Kestra Advisory Services, LLC 630.00%0.01%0.04%Q2 2021Q3 20239
SCOTIA CAPITAL INC. 990.00%0.02%0.03%Q4 2020Q4 20229
STEPHENS INC /AR/ 990.01%0.02%0.02%Q3 2020Q3 20229
AlphaMark Advisors, LLC 990.00%0.07%0.33%Q3 2021Q3 20239
Parallel Advisors, LLC 540.00%0.00%0.00%Q1 2021Q3 20239
AMERIPRISE FINANCIAL INC 990.00%0.00%0.00%Q3 2021Q3 20239
Laidlaw Wealth Management LLC 990.07%0.15%0.23%Q2 2021Q2 20239
HighTower Advisors, LLC 630.00%0.00%0.01%Q2 2021Q3 20239
Madrona Financial Services, LLC 990.17%0.21%0.24%Q3 2021Q3 20239
SHEETS SMITH WEALTH MANAGEMENT 810.00%0.22%0.30%Q1 2021Q3 20239
Destiny Wealth Partners, LLC 990.00%0.30%0.59%Q4 2020Q4 20229
Mariner, LLC 990.03%0.06%0.14%Q3 2021Q3 20239
American Portfolios Advisors 990.01%0.02%0.03%Q3 2020Q3 20229
Brookstone Capital Management 990.02%0.43%1.30%Q2 2021Q2 20239
SUSQUEHANNA INTERNATIONAL GROUP, LLP 310.00%0.00%0.00%Q3 2017Q2 20239
J.W. COLE ADVISORS, INC. 310.02%0.03%0.04%Q4 2019Q3 20239
First Allied Advisory Services, Inc. 880.19%0.43%0.71%Q4 2018Q3 20208
Allworth Financial LP 880.00%0.00%0.00%Q4 2021Q3 20238
Atria Investments, Inc 880.04%0.06%0.09%Q1 2021Q4 20228
Levy Wealth Management Group, LLC 880.10%0.11%0.14%Q4 2021Q3 20238
Joseph P. Lucia & Associates, LLC 420.02%0.06%0.11%Q1 2020Q2 20228
Hochman Cole Investment Advisors, Inc. 882.11%3.89%5.64%Q4 2019Q3 20218
NBT BANK N A /NY 880.02%0.04%0.04%Q4 2021Q3 20238
EverSource Wealth Advisors, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Derbend Asset Management 880.14%0.36%0.92%Q4 2021Q3 20238
New Millennium Group LLC 882.51%4.88%6.77%Q4 2021Q3 20238
Kohmann Bosshard Financial Services, LLC 882.55%2.87%3.13%Q4 2021Q3 20238
AIRE ADVISORS, LLC 881.82%2.00%2.22%Q4 2021Q3 20238
Qube Research & Technologies Ltd 420.00%0.04%0.24%Q4 2019Q3 20238
Strategic Wealth Investment Group, LLC 610.05%0.14%0.25%Q4 2019Q1 20228
Collaborative Wealth Managment Inc. 612.10%2.67%3.38%Q1 2021Q3 20238
AVANTAX ADVISORY SERVICES, INC. 880.01%0.01%0.01%Q4 2021Q3 20238
Antonetti Capital Management LLC 880.12%0.13%0.16%Q4 2021Q3 20238
UMB Bank, n.a. 880.00%0.00%0.00%Q4 2021Q3 20238
Kistler-Tiffany Companies, LLC 880.04%0.57%0.88%Q3 2021Q2 20238
Alaethes Wealth LLC 881.85%2.35%2.74%Q1 2021Q4 20228
AHL INVESTMENT MANAGEMENT, INC. 880.34%3.79%5.92%Q4 2021Q3 20238
Prostatis Group LLC 710.06%0.30%0.46%Q3 2020Q2 20238
WT Wealth Management 880.33%0.67%1.46%Q3 2020Q2 20228
Hennion & Walsh Asset Management, Inc. 530.54%0.64%0.81%Q1 2021Q3 20238
Investors Research Corp 710.02%0.26%0.39%Q2 2019Q3 20238
Newbridge Financial Services Group, Inc. 880.00%0.00%0.02%Q2 2021Q1 20238
Sterling Investment Advisors, Ltd. 880.00%0.00%0.01%Q3 2020Q2 20228
CAPTRUST FINANCIAL ADVISORS 770.01%0.01%0.02%Q4 2020Q2 20227
OLD SECOND NATIONAL BANK OF AURORA 770.01%1.22%4.37%Q1 2022Q3 20237
FourThought Financial, LLC 520.00%0.00%0.00%Q4 2020Q3 20227
ADVISORS MANAGEMENT GROUP INC /ADV 430.35%1.96%4.22%Q1 2021Q3 20237
Creative Planning 770.00%0.01%0.02%Q1 2022Q3 20237
EATON VANCE MANAGEMENT 770.03%0.04%0.09%Q1 2021Q3 20227
FormulaFolio Investments, LLC 770.06%0.72%1.37%Q4 2019Q2 20217
STIFEL FINANCIAL CORP 610.00%0.00%0.00%Q4 2021Q3 20237
Ascent Group, LLC 770.02%0.04%0.05%Q4 2021Q2 20237
Legacy Wealth Partners, Inc. 770.18%0.27%0.38%Q4 2019Q2 20217
Weaver Consulting Group 520.02%0.11%0.18%Q2 2020Q2 20237
Concord Wealth Partners 430.00%0.01%0.03%Q4 2021Q3 20237
MARINER INDEPENDENT ADVISOR NETWORK, LLC 770.04%0.04%0.05%Q1 2021Q3 20227
My Legacy Advisors, LLC 770.16%0.28%0.39%Q1 2022Q3 20237
RBA Wealth Management, LLC 770.12%0.17%0.24%Q4 2021Q2 20237
Atria Wealth Solutions, Inc. 770.01%0.01%0.02%Q1 2022Q3 20237
WCG Wealth Advisors LLC 660.02%0.08%0.12%Q2 2022Q3 20237
BURNEY CO/ 770.01%0.02%0.02%Q1 2021Q3 20227
APPLETON PARTNERS INC/MA 770.12%0.25%0.32%Q2 2022Q4 20237
Focused Wealth Management, Inc 770.00%0.00%0.00%Q1 2022Q3 20237
Fermata Advisors, LLC 610.20%1.09%1.75%Q1 2021Q1 20237
Advisors Asset Management, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
TORONTO DOMINION BANK 510.00%0.01%0.02%Q1 2022Q3 20236
Marquette Asset Management, LLC 660.01%0.02%0.02%Q1 2019Q2 20206
WHITTIER TRUST CO OF NEVADA INC 660.01%0.02%0.04%Q2 2022Q3 20236
WealthBridge Capital Management, LLC 660.11%0.19%0.25%Q2 2022Q3 20236
Procyon Advisors, LLC 660.09%0.15%0.25%Q1 2021Q2 20226
TUCKER ASSET MANAGEMENT LLC 660.00%0.00%0.00%Q1 2022Q2 20236
PRIVATE TRUST CO NA 660.03%0.04%0.06%Q2 2022Q3 20236
UNITED CAPITAL FINANCIAL ADVISORS, LLC 660.00%0.00%0.01%Q1 2020Q2 20216
HBW ADVISORY SERVICES LLC 510.05%0.06%0.08%Q3 2020Q1 20236
Keystone Financial Group 420.04%0.05%0.06%Q1 2022Q3 20236
Orion Capital Management LLC 660.09%1.23%1.60%Q4 2020Q1 20226
Stonebridge Capital Advisors LLC 660.00%0.00%0.00%Q2 2022Q3 20236
CENTRAL TRUST Co 660.00%0.02%0.03%Q2 2022Q3 20236
GFS Advisors, LLC 660.05%0.10%0.15%Q2 2021Q3 20226
Triumph Capital Management 660.17%0.26%0.36%Q2 2022Q3 20236
Alpha Cubed Investments, LLC 510.01%0.02%0.02%Q1 2022Q3 20236
Silver Lake Advisory, LLC 660.79%0.82%0.86%Q2 2021Q3 20226
Spire Wealth Management 660.00%0.00%0.01%Q1 2021Q2 20226
Advisor Group, Inc. 420.00%0.00%0.00%Q4 2017Q4 20196
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 660.03%0.07%0.08%Q3 2021Q4 20226
Barry Investment Advisors, LLC 660.08%0.08%0.09%Q2 2022Q3 20236
FRANKLIN RESOURCES INC 660.00%0.00%0.00%Q1 2021Q2 20226
Householder Group Estate & Retirement Specialist, LLC 410.03%0.13%0.18%Q4 2021Q3 20236
Prestige Wealth Management Group LLC 660.00%0.01%0.01%Q2 2022Q3 20236
FIFTH THIRD SECURITIES, INC. 660.08%0.09%0.10%Q2 2022Q3 20236
SP Asset Management 550.11%0.12%0.13%Q3 2021Q3 20225
Simplicity Solutions, LLC 550.09%0.14%0.20%Q4 2019Q4 20205
NEXT Financial Group, Inc 410.00%0.00%0.01%Q3 2019Q4 20215
US BANCORP \DE\ 410.00%0.00%0.00%Q1 2022Q3 20235
Ausdal Financial Partners, Inc. 550.03%0.03%0.04%Q1 2021Q1 20225
IHT Wealth Management, LLC 550.02%0.02%0.03%Q3 2022Q3 20235
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 410.02%0.02%0.02%Q1 2019Q4 20205
BOYS ARNOLD & CO INC 550.04%0.14%0.21%Q1 2019Q1 20205
Tower Research Capital LLC (TRC) 310.00%0.00%0.00%Q2 2020Q3 20235
Eagle Strategies LLC 410.13%0.21%0.33%Q2 2022Q3 20235
HOWE & RUSLING INC 210.00%0.01%0.01%Q3 2021Q3 20235
Charles Schwab Trust Co 550.13%0.69%1.47%Q3 2019Q3 20205
Golden Green, Inc. 320.66%0.77%1.03%Q4 2020Q3 20235
TOCQUEVILLE ASSET MANAGEMENT L.P. 410.05%0.07%0.08%Q4 2020Q4 20225
NewEdge Advisors, LLC 410.00%0.00%0.01%Q1 2022Q3 20235
BANK OF MONTREAL /CAN/ 410.00%0.00%0.00%Q2 2021Q2 20235
TrueWealth Advisors, LLC 550.40%0.51%0.58%Q3 2022Q3 20235
SIMPLEX TRADING, LLC 410.00%0.00%0.00%Q4 2021Q1 20235
Gerber Kawasaki Wealth & Investment Management 550.16%0.21%0.28%Q3 2022Q3 20235
Coastline Trust Co 550.10%0.30%0.46%Q3 2021Q3 20225
LADENBURG THALMANN FINANCIAL SERVICES INC. 550.00%0.00%0.00%Q4 2018Q4 20195
Fieldpoint Private Securities, LLC 550.01%0.01%0.01%Q2 2021Q2 20225
TRUIST FINANCIAL CORP 550.00%0.00%0.00%Q3 2022Q3 20235
Biltmore Capital Advisors LLC 551.01%1.18%1.54%Q4 2020Q4 20215
Orgel Wealth Management, LLC 552.97%4.04%6.07%Q3 2022Q3 20235
HUNTINGTON NATIONAL BANK 410.00%0.00%0.00%Q4 2021Q3 20235
DEUTSCHE BANK AG\ 310.00%0.00%0.00%Q4 2020Q3 20235
Merit Financial Group, LLC 550.10%0.19%0.30%Q1 2022Q1 20235
MONEY CONCEPTS CAPITAL CORP 550.00%0.00%0.00%Q4 2021Q4 20225
Worth Asset Management, LLC 550.01%0.01%0.02%Q1 2022Q1 20235
David Kennon Inc 551.30%2.50%3.36%Q3 2022Q3 20235
Crescent Capital Consulting, LLC 440.10%1.28%2.42%Q1 2021Q4 20214
Patriot Financial Group Insurance Agency, LLC 440.01%0.01%0.01%Q3 2021Q2 20224
OXFORD FINANCIAL GROUP, LTD. LLC 440.00%0.00%0.00%Q2 2022Q1 20234
Claro Advisors LLC 440.06%0.08%0.08%Q4 2022Q3 20234
Global Wealth Strategies & Associates 440.03%1.65%2.40%Q1 2023Q4 20234
PATHSTONE FAMILY OFFICE, LLC 440.00%0.09%0.28%Q1 2020Q4 20204
Advisory Resource Group 442.17%2.35%2.44%Q2 2021Q1 20224
B. Riley Wealth Advisors, Inc. 440.01%0.01%0.01%Q4 2021Q3 20224
Jaffetilchin Investment Partners, LLC 440.04%0.20%0.52%Q4 2022Q3 20234
DELTA ASSET MANAGEMENT LLC/TN 440.00%0.00%0.00%Q4 2022Q3 20234
Glovista Investments LLC 310.78%1.46%1.86%Q4 2020Q4 20214
Essex Financial Services, Inc. 440.10%0.10%0.11%Q4 2022Q3 20234
Bison Wealth, LLC 440.00%0.00%0.00%Q3 2020Q2 20214
Founders Financial Alliance, LLC 440.01%0.02%0.02%Q3 2020Q2 20214
Wealth Advisory Solutions, LLC 440.62%0.93%1.38%Q4 2019Q3 20204
Roger Wittlin Investment Advisory, LLC 440.33%0.69%0.88%Q4 2022Q3 20234
Millington Financial Advisors, LLC 440.27%0.30%0.34%Q4 2022Q3 20234
Onyx Bridge Wealth Group LLC 440.08%0.11%0.14%Q4 2022Q3 20234
Flaharty Asset Management, LLC 445.71%5.78%5.92%Q4 2022Q3 20234
NATIONAL BANK OF CANADA /FI/ 310.00%0.00%0.00%Q4 2021Q3 20234
Milestone Investment Advisors LLC 440.00%0.01%0.01%Q4 2022Q3 20234
Corient Private Wealth LLC 440.00%0.00%0.00%Q4 2022Q3 20234
PARK AVENUE SECURITIES LLC 440.00%0.01%0.02%Q4 2022Q3 20234
CHILTON CAPITAL MANAGEMENT LLC 310.01%0.01%0.01%Q2 2022Q3 20234
KLR INVESTMENT ADVISORS, LLC 440.27%0.29%0.32%Q4 2022Q3 20234
Lokken Investment Group LLC 440.50%0.53%0.56%Q2 2021Q1 20224
Selective Wealth Management, Inc. 440.00%0.01%0.01%Q4 2021Q3 20224
OneDigital Investment Advisors LLC 440.01%0.02%0.03%Q2 2021Q1 20224
Prosperity Wealth Management, Inc. 440.33%0.37%0.42%Q4 2022Q3 20234
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 440.22%0.95%2.43%Q4 2021Q3 20224
Valeo Financial Advisors, LLC 440.01%0.01%0.01%Q2 2020Q1 20214
Blue Trust, Inc. 440.00%0.00%0.00%Q2 2022Q1 20234
TAGStone Capital, Inc. 440.31%0.33%0.36%Q4 2022Q3 20234
CHANNEL WEALTH LLC 440.15%0.21%0.24%Q1 2023Q4 20234
HHM Wealth Advisors, LLC 440.01%0.01%0.01%Q2 2021Q1 20224
HF Advisory Group, LLC 440.31%0.32%0.33%Q4 2022Q3 20234
Sigma Planning Corp 440.01%0.01%0.02%Q4 2020Q3 20214
Colonial River Wealth Management, LLC 310.14%0.37%0.61%Q2 2021Q2 20224
VAN DEN BERG MANAGEMENT I, INC 440.00%0.00%0.00%Q4 2022Q3 20234
Johnson Financial Group, Inc. 310.00%0.00%0.00%Q2 2021Q3 20234
HOLLENCREST CAPITAL MANAGEMENT 440.00%0.00%0.00%Q4 2022Q3 20234
DRIVE WEALTH MANAGEMENT, LLC 440.29%0.41%0.56%Q4 2022Q3 20234
KCS Wealth Advisory 440.11%0.12%0.12%Q2 2021Q1 20224
FIRST MANHATTAN CO. LLC. 440.00%0.00%0.00%Q4 2022Q3 20234
GREAT VALLEY ADVISOR GROUP, INC. 440.24%0.25%0.26%Q2 2019Q1 20204
CULLEN/FROST BANKERS, INC. 440.00%0.00%0.00%Q4 2022Q3 20234
TD Waterhouse Canada Inc. 440.00%0.00%0.00%Q4 2021Q3 20224
Gateway Advisory, LLC 330.04%0.08%0.13%Q4 2021Q2 20223
ATTICUS WEALTH MANAGEMENT, LLC 330.02%0.02%0.03%Q1 2023Q3 20233
Annapolis Financial Services, LLC 330.00%0.00%0.01%Q1 2023Q3 20233
Essex LLC 330.07%0.07%0.08%Q3 2021Q1 20223
Truadvice, LLC 210.13%0.19%0.25%Q3 2020Q3 20233
Blue Edge Capital, LLC 210.76%0.80%0.88%Q4 2022Q3 20233
Sunbelt Securities, Inc. 330.02%0.03%0.04%Q1 2023Q3 20233
JPMORGAN CHASE & CO 110.00%0.00%0.00%Q3 2019Q3 20233
AlphaCore Capital LLC 210.12%0.47%0.67%Q1 2020Q3 20233
Tranquility Partners, LLC 330.13%0.14%0.15%Q3 2021Q1 20223
CIBC Private Wealth Group, LLC 210.00%0.00%0.00%Q1 2022Q4 20223
CoreCap Advisors, LLC 110.00%0.01%0.02%Q4 2021Q4 20223
State of Wisconsin - Board of Commissioners of Public Lands 335.88%6.03%6.12%Q1 2023Q3 20233
Total Clarity Wealth Management, Inc. 210.00%0.01%0.01%Q1 2021Q4 20213
Titus Wealth Management 330.11%0.15%0.19%Q2 2021Q4 20213
WOLVERINE TRADING, LLC 110.00%0.00%0.00%Q2 2020Q1 20233
Mach-1 Financial Group, LLC 210.00%0.00%0.01%Q2 2022Q1 20233
Avior Wealth Management, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
BENJAMIN F. EDWARDS & COMPANY, INC. 330.00%0.00%0.00%Q2 2022Q4 20223
Econ Financial Services Corp 330.40%2.44%6.48%Q4 2021Q2 20223
Accurate Wealth Management, LLC 210.02%0.08%0.11%Q1 2022Q4 20223
Bluefin Trading, LLC 210.04%0.10%0.17%Q4 2018Q4 20193
M&R CAPITAL MANAGEMENT INC 330.00%0.00%0.00%Q2 2023Q4 20233
Allegiant Private Advisors, LLC 331.64%2.65%3.88%Q4 2020Q2 20213
Koshinski Asset Management, Inc. 330.00%0.01%0.01%Q3 2021Q1 20223
EXCHANGE TRADED CONCEPTS, LLC 330.84%1.46%2.69%Q3 2021Q1 20223
FIFTH THIRD BANCORP 330.00%0.00%0.00%Q3 2022Q1 20233
Daiwa Securities Group Inc. 330.00%0.01%0.01%Q1 2020Q3 20203
Glass Jacobson Investment Advisors llc 210.01%0.01%0.01%Q4 2022Q3 20233
MAI Capital Management 330.16%0.19%0.23%Q4 2021Q2 20223
Financial Gravity Asset Management, Inc. 210.04%0.05%0.09%Q4 2022Q3 20233
Pensionmark Financial Group, LLC 330.05%0.06%0.06%Q1 2021Q3 20213
Elmwood Wealth Management, Inc. 210.02%0.02%0.02%Q1 2021Q4 20213
Ameliora Wealth Management Ltd. 330.01%0.01%0.01%Q3 2022Q1 20233
Glacier Peak Capital LLC 330.22%0.55%1.01%Q1 2019Q3 20193
Trek Financial, LLC 330.03%0.03%0.04%Q2 2020Q4 20203
Advisor Resource Council 110.02%0.03%0.03%Q2 2021Q2 20223
Solstein Capital, LLC 330.03%0.03%0.03%Q3 2021Q1 20223
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 333.99%4.30%4.80%Q1 2020Q3 20203
Stonebridge Financial Planning Group, LLC 330.01%0.03%0.06%Q2 2021Q4 20213
Wealthfront Advisers LLC 330.00%0.00%0.00%Q3 2021Q1 20223
STRINGER ASSET MANAGEMENT, LLC 331.63%1.66%1.69%Q2 2020Q4 20203
Ameritas Investment Partners, Inc. 330.10%0.14%0.22%Q1 2023Q3 20233
TRUST CO OF VERMONT 210.00%0.00%0.00%Q1 2021Q4 20213
Redwood Investment Management, LLC 220.96%1.69%2.42%Q1 2019Q2 20192
Fortis Capital Advisors, LLC 220.06%0.07%0.08%Q4 2022Q1 20232
Fortis Group Advisors, LLC 110.00%0.00%0.00%Q3 2020Q3 20232
Orion Portfolio Solutions, LLC 220.00%0.00%0.00%Q1 2020Q2 20202
Arete Wealth Advisors, LLC 220.03%0.04%0.04%Q4 2022Q1 20232
Breakwater Capital Group 220.10%0.10%0.10%Q2 2023Q3 20232
Holloway Wealth Management, LLC 220.00%0.01%0.01%Q2 2021Q3 20212
L & S Advisors Inc 110.05%0.07%0.09%Q1 2023Q3 20232
Grace Capital 220.15%0.16%0.18%Q3 2021Q4 20212
Royal Fund Management, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Ridgewood Investments LLC 220.03%0.03%0.03%Q1 2023Q2 20232
COLTON GROOME FINANCIAL ADVISORS, LLC 220.20%0.20%0.20%Q3 2019Q4 20192
Rosenberg Matthew Hamilton 220.00%0.01%0.02%Q4 2021Q1 20222
Dorsey & Whitney Trust CO LLC 220.02%0.03%0.03%Q3 2022Q4 20222
Cascadia Advisory Services, LLC 220.12%0.12%0.13%Q2 2021Q3 20212
Destination Wealth Management 220.00%0.00%0.00%Q3 2018Q4 20182
CABANA LLC 221.24%3.99%6.75%Q3 2021Q4 20212
B.O.S.S. Retirement Advisors, LLC 220.07%0.07%0.07%Q4 2022Q1 20232
Western Wealth Management, LLC 220.05%0.05%0.06%Q1 2022Q2 20222
Gratus Capital, LLC 220.05%0.07%0.08%Q2 2023Q3 20232
Arden Trust Co 220.04%0.04%0.05%Q3 2023Q4 20232
Cresset Asset Management, LLC 220.00%0.00%0.01%Q1 2023Q2 20232
Nemes Rush Group LLC 220.00%0.00%0.00%Q2 2023Q3 20232
BOENNING & SCATTERGOOD, INC. 110.06%0.06%0.06%Q1 2022Q4 20222
SageView Advisory Group, LLC 220.05%0.06%0.06%Q2 2023Q3 20232
Cherry Tree Wealth Management, LLC 220.19%0.20%0.20%Q2 2023Q3 20232
GYL FINANCIAL SYNERGIES, LLC 220.26%0.26%0.26%Q2 2023Q3 20232
KARLINSKI ANDREW C 220.01%0.01%0.02%Q4 2021Q1 20222
Herold Advisors, Inc. 110.04%0.04%0.04%Q3 2021Q1 20222
Treynor Bancshares, Inc. 220.14%0.14%0.15%Q4 2021Q1 20222
Crabel Capital Management, LLC 110.07%0.07%0.07%Q1 2021Q4 20212
Sugarloaf Wealth Management, LLC 220.00%0.00%0.00%Q2 2022Q3 20222
FLOW TRADERS U.S. LLC 110.01%0.04%0.08%Q3 2019Q1 20232
KWB Wealth 221.40%1.40%1.40%Q2 2023Q3 20232
StrategIQ Financial Group, LLC 220.05%0.07%0.09%Q2 2023Q3 20232
Financial Partners Group, Inc 220.63%0.69%0.75%Q3 2019Q4 20192
Latitude Advisors, LLC 220.06%0.08%0.10%Q4 2021Q1 20222
Bogart Wealth, LLC 220.01%0.01%0.01%Q4 2021Q1 20222
JBJ Investment Partners, LLC 225.48%5.78%6.08%Q1 2020Q2 20202
GOLDMAN SACHS GROUP INC 110.00%0.00%0.00%Q4 2019Q3 20222
MCF Advisors LLC 110.01%0.01%0.01%Q2 2021Q3 20222
Capital Advisors, Ltd. LLC 220.14%0.16%0.18%Q4 2018Q1 20192
Balboa Wealth Partners 110.10%0.15%0.20%Q1 2023Q3 20232
WHITTIER TRUST CO 220.00%0.00%0.00%Q2 2022Q3 20222
Madison Asset Management, LLC 110.16%0.16%0.16%Q2 2022Q2 20221
American Investment Services, Inc. 110.04%0.04%0.04%Q4 2021Q4 20211
Fiduciary Planning LLC 110.73%0.73%0.73%Q4 2019Q4 20191
FORTEM FINANCIAL GROUP, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
EVOKE WEALTH, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Bridgecreek Investment Management, LLC 110.08%0.08%0.08%Q4 2021Q4 20211
Camelot Portfolios, LLC 110.11%0.11%0.11%Q4 2021Q4 20211
Austin Wealth Management, LLC 110.14%0.14%0.14%Q3 2023Q3 20231
OLD MISSION CAPITAL, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
HRT FINANCIAL LP 110.00%0.00%0.00%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
CAHILL FINANCIAL ADVISORS INC 110.00%0.00%0.00%Q3 2021Q3 20211
Sageworth Trust Co 110.25%0.25%0.25%Q1 2023Q1 20231
SOUNDMARK WEALTH MANAGEMENT, LLC 110.11%0.11%0.11%Q1 2021Q1 20211
Impact Partnership Wealth, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
ALBION FINANCIAL GROUP /UT 110.02%0.02%0.02%Q2 2023Q2 20231
NORTHWEST INVESTMENT COUNSELORS, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Bedel Financial Consulting, Inc. 110.12%0.12%0.12%Q3 2022Q3 20221
PACIFIC CAPITAL WEALTH ADVISORS, INC 110.01%0.01%0.01%Q3 2020Q3 20201
BEL AIR INVESTMENT ADVISORS LLC 110.01%0.01%0.01%Q2 2021Q2 20211
FAIRFIELD, BUSH & CO. 110.00%0.00%0.00%Q2 2023Q2 20231
DRAVO BAY LLC 110.00%0.00%0.00%Q1 2022Q1 20221
EPG Wealth Management LLC 110.05%0.05%0.05%Q1 2020Q1 20201
SP Asset Management LLC 110.11%0.11%0.11%Q4 2022Q4 20221
BANK OF NOVA SCOTIA 110.02%0.02%0.02%Q4 2019Q4 20191
USAdvisors Wealth Management, LLC 110.12%0.12%0.12%Q3 2022Q3 20221
Financial Management Professionals, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
CFO4Life Group, LLC 110.16%0.16%0.16%Q3 2023Q3 20231
Vident Investment Advisory, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 110.34%0.34%0.34%Q1 2023Q1 20231
WealthShield Partners, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Authentikos Wealth Advisory, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Avalon Investment & Advisory 110.03%0.03%0.03%Q4 2021Q4 20211
Redhawk Wealth Advisors, Inc. 110.71%0.71%0.71%Q4 2019Q4 20191
Ignite Planners, LLC 110.56%0.56%0.56%Q3 2023Q3 20231
ACUTE INVESTMENT ADVISORY, LLC 112.74%2.74%2.74%Q4 2021Q4 20211
Kowal Investment Group, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Certified Advisory Corp 110.01%0.01%0.01%Q1 2021Q1 20211
Family Asset Management, LLC 110.16%0.16%0.16%Q1 2023Q1 20231
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Colonial Trust Co / SC 110.00%0.00%0.00%Q2 2023Q2 20231
Regal Investment Advisors LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Snowden Capital Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Good Life Advisors, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Avantax Planning Partners, Inc. 110.03%0.03%0.03%Q4 2018Q4 20181
Geneos Wealth Management Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Capstone Triton Financial Group, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Plante Moran Financial Advisors, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
PIPER SANDLER & CO. 110.00%0.00%0.00%Q2 2022Q2 20221
TWO SIGMA SECURITIES, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
McElhenny Sheffield Capital Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Reby Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
DHJJ Financial Advisors, Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Long Run Wealth Advisors, LLC 110.16%0.16%0.16%Q4 2022Q4 20221
SITTNER & NELSON, LLC 110.08%0.08%0.08%Q4 2021Q4 20211
COHEN & STEERS, INC. 110.05%0.05%0.05%Q4 2022Q4 20221
Renaissance Technologies 110.00%0.00%0.00%Q2 2023Q2 20231
Team Financial Group, LLC 110.18%0.18%0.18%Q3 2023Q3 20231
Larson Financial Group LLC 110.12%0.12%0.12%Q4 2021Q4 20211
REILLY FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
CIBC WORLD MARKETS CORP 110.00%0.00%0.00%Q3 2023Q3 20231
SIGNET FINANCIAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
NBC SECURITIES, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
Strategic Advocates LLC 110.37%0.37%0.37%Q3 2023Q3 20231
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
55I, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Pinnacle Bancorp, Inc. 110.03%0.03%0.03%Q3 2023Q3 20231
Pinnacle Wealth Management, LLC 113.83%3.83%3.83%Q4 2021Q4 20211
Apollon Wealth Management, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
MEEDER ASSET MANAGEMENT INC 110.00%0.00%0.00%Q3 2021Q3 20211
Penserra Capital Management LLC 110.00%0.00%0.00%Q4 2022Q4 20221
G&S Capital LLC 110.10%0.10%0.10%Q1 2023Q1 20231
Capital Investment Advisors, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 110.03%0.03%0.03%Q3 2023Q3 20231
OLIVER LAGORE VANVALIN INVESTMENT GROUP 110.00%0.00%0.00%Q3 2023Q3 20231
FSB PREMIER WEALTH MANAGEMENT, INC. 110.03%0.03%0.03%Q4 2021Q4 20211
Global Wealth Management Investment Advisory, Inc. 110.01%0.01%0.01%Q1 2020Q1 20201
MOTCO 110.02%0.02%0.02%Q2 2022Q2 20221
TCI Wealth Advisors, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Q3 Asset Management 110.91%0.91%0.91%Q1 2023Q1 20231
MERCER GLOBAL ADVISORS INC /ADV 110.00%0.00%0.00%Q3 2021Q3 20211
Venturi Wealth Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
FARMERS & MERCHANTS INVESTMENTS INC 110.00%0.00%0.00%Q4 2022Q4 20221
SWS Partners 110.84%0.84%0.84%Q3 2023Q3 20231
TimeScale Financial, Inc. 110.00%0.00%0.00%Q3 2020Q3 20201
SIGNATUREFD, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
WIPFLI FINANCIAL ADVISORS LLC, 110.03%0.03%0.03%Q2 2021Q2 20211
CARY STREET PARTNERS ASSET MANAGEMENT LLC 110.14%0.14%0.14%Q3 2023Q3 20231
BlueCrest Capital Management Ltd 110.01%0.01%0.01%Q1 2023Q1 20231
BLUEFIN CAPITAL MANAGEMENT, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
Hayden Royal, LLC 110.12%0.12%0.12%Q2 2020Q2 20201
Anfield Capital Management, LLC 110.03%0.03%0.03%Q2 2021Q2 20211
Cribstone Capital Management, LLC 110.06%0.06%0.06%Q1 2022Q1 20221
Ameritas Investment Company, LLC 110.02%0.02%0.02%Q1 2021Q1 20211
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Commonwealth Financial Services, LLC 110.09%0.09%0.09%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.