GLOBAL X FDS shareholder history

Current and past GLOBAL X FDS shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
BANK OF AMERICA CORP /DE/ 28280.00%0.00%0.00%Q4 2016Q3 202328
Kessler Investment Group, LLC 28280.01%0.02%0.03%Q4 2016Q3 202328
MORGAN STANLEY 27270.00%0.00%0.00%Q1 2017Q3 202327
UBS Group AG 27270.00%0.00%0.00%Q1 2017Q3 202327
ROYAL BANK OF CANADA 27270.00%0.00%0.00%Q1 2017Q3 202327
Cambridge Investment Research Advisors, Inc. 26260.00%0.01%0.01%Q2 2017Q3 202326
LPL Financial LLC 26260.00%0.00%0.01%Q2 2017Q3 202326
WELLS FARGO & COMPANY/MN 25250.00%0.00%0.00%Q3 2017Q3 202325
Stratos Wealth Partners, LTD. 25250.01%0.02%0.03%Q3 2017Q3 202325
Financial Advocates Investment Management 24240.03%0.07%0.14%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.00%0.00%Q4 2017Q3 202324
Winch Advisory Services, LLC 24240.00%0.00%0.01%Q1 2017Q4 202224
Zurcher Kantonalbank (Zurich Cantonalbank) 24240.00%0.00%0.01%Q4 2017Q3 202324
PNC FINANCIAL SERVICES GROUP, INC. 21210.00%0.03%0.06%Q3 2018Q3 202321
SUSQUEHANNA INTERNATIONAL GROUP, LLP 910.00%0.00%0.00%Q3 2016Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.01%0.02%Q3 2018Q3 202321
BANK OF MONTREAL /CAN/ 1520.00%0.00%0.00%Q4 2017Q3 202320
BENJAMIN F. EDWARDS & COMPANY, INC. 18180.00%0.00%0.00%Q2 2019Q3 202318
Geneos Wealth Management Inc. 18180.00%0.00%0.01%Q2 2017Q3 202118
CWM, LLC 1080.00%0.00%0.00%Q1 2019Q3 202318
NVWM, LLC 1520.00%0.00%0.01%Q1 2018Q3 202317
JANE STREET GROUP, LLC 510.00%0.00%0.00%Q1 2017Q3 202317
FMR LLC 1310.00%0.00%0.00%Q4 2018Q3 202317
Private Capital Group, LLC 17170.00%0.01%0.02%Q1 2018Q1 202217
RAYMOND JAMES & ASSOCIATES 1520.00%0.00%0.00%Q2 2018Q3 202317
Cetera Advisor Networks LLC 1210.00%0.01%0.01%Q4 2017Q3 202316
Mirae Asset Global Investments Co., Ltd. 16160.00%0.01%0.04%Q4 2019Q3 202316
CreativeOne Wealth, LLC 16160.06%0.12%0.21%Q4 2019Q3 202316
Citadel Advisors 410.00%0.00%0.00%Q1 2017Q3 202316
Sugarloaf Wealth Management, LLC 16160.00%0.00%0.01%Q4 2019Q3 202316
Carroll Financial Associates, Inc. 16160.00%0.00%0.01%Q1 2018Q4 202116
Ellis Investment Partners, LLC 16160.01%0.17%0.30%Q2 2019Q1 202316
Clearwater Capital Advisors, LLC 15150.60%1.67%1.90%Q1 2020Q3 202315
Baystate Wealth Management LLC 15150.00%0.00%0.00%Q1 2020Q3 202315
Archford Capital Strategies, LLC 15150.10%0.16%0.28%Q1 2020Q3 202315
MACROVIEW INVESTMENT MANAGEMENT LLC 15150.35%0.61%0.96%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.00%0.01%Q1 2020Q3 202315
CAPTRUST FINANCIAL ADVISORS 910.00%0.00%0.00%Q4 2018Q2 202314
LADENBURG THALMANN FINANCIAL SERVICES INC. 14140.00%0.00%0.00%Q3 2016Q4 201914
IFP Advisors, Inc 1310.00%0.01%0.02%Q3 2019Q3 202314
Claybrook Capital, LLC 920.01%0.36%0.76%Q1 2018Q3 202314
SRS Capital Advisors, Inc. 1040.01%0.01%0.01%Q1 2020Q3 202314
Raymond James Financial Services Advisors, Inc. 14140.00%0.00%0.00%Q2 2020Q3 202314
Capital Investment Advisory Services, LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
CREATIVE FINANCIAL DESIGNS INC /ADV 13130.01%0.04%0.06%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.00%0.00%0.01%Q3 2020Q3 202313
Advisor Group, Inc. 13130.00%0.00%0.00%Q4 2016Q4 201913
GeoWealth Management, LLC 12120.02%0.03%0.06%Q4 2020Q3 202312
TimeScale Financial, Inc. 12120.00%0.00%0.00%Q3 2020Q2 202312
CITIGROUP INC 750.00%0.00%0.00%Q1 2017Q2 202112
Global Retirement Partners, LLC 12120.00%0.00%0.02%Q4 2020Q3 202312
Patten Group, Inc. 12120.11%0.32%0.43%Q4 2020Q3 202312
Advisory Services Network, LLC 310.00%0.00%0.00%Q4 2017Q1 202311
ENVESTNET ASSET MANAGEMENT INC 11110.00%0.00%0.00%Q1 2021Q3 202311
HighTower Advisors, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Lido Advisors, LLC 11110.03%0.07%0.10%Q1 2021Q3 202311
Crew Capital Management, Ltd. 11110.32%2.02%2.53%Q1 2021Q3 202311
LFA - Lugano Financial Advisors SA 11110.03%0.04%0.05%Q1 2021Q3 202311
American Portfolios Advisors 920.00%0.00%0.02%Q3 2019Q3 202211
SMITHBRIDGE ASSET MANAGEMENT INC/DE 10100.22%0.44%0.64%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.00%Q1 2021Q3 202310
BLAIR WILLIAM & CO/IL 910.00%0.00%0.00%Q3 2020Q3 202310
Rockefeller Capital Management L.P. 10100.00%0.00%0.00%Q3 2020Q4 202210
SIGNATUREFD, LLC 10100.00%0.00%0.00%Q2 2020Q3 202210
Banque Cantonale Vaudoise 10100.00%0.01%0.02%Q2 2021Q3 202310
MML INVESTORS SERVICES, LLC 810.00%0.00%0.00%Q2 2020Q3 20239
Aspire Private Capital, LLC 990.00%0.00%0.01%Q3 2021Q3 20239
FLAGSHIP HARBOR ADVISORS, LLC 990.00%0.00%0.00%Q2 2018Q2 20209
Ahrens Investment Partners LLC 510.01%0.13%0.25%Q3 2017Q1 20239
M Holdings Securities, Inc. 540.02%0.28%0.48%Q2 2020Q4 20229
Banco Santander, S.A. 990.00%0.01%0.01%Q3 2021Q3 20239
COLONY GROUP LLC 620.01%0.01%0.02%Q3 2021Q3 20238
Private Advisor Group, LLC 710.00%0.02%0.04%Q1 2017Q2 20208
Insight Advisors, LLC/ PA 530.07%0.15%0.21%Q4 2020Q3 20238
Lindbrook Capital, LLC 880.00%0.01%0.04%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
Tradition Wealth Management, LLC 880.01%0.02%0.02%Q4 2021Q3 20238
Mayflower Financial Advisors, LLC 880.06%0.06%0.08%Q1 2021Q4 20228
Lowe Wealth Advisors, LLC 880.01%0.01%0.01%Q1 2022Q4 20238
VAN ECK ASSOCIATES CORP 880.00%0.00%0.00%Q4 2021Q3 20238
Patriot Financial Group Insurance Agency, LLC 880.02%0.05%0.11%Q3 2020Q2 20228
Covestor Ltd 880.02%0.05%0.16%Q4 2021Q3 20238
Steward Partners Investment Advisory, LLC 410.00%0.00%0.01%Q4 2017Q2 20218
Financial Management Professionals, Inc. 880.00%0.00%0.01%Q3 2021Q2 20238
JNBA Financial Advisors 770.00%0.00%0.00%Q3 2021Q1 20237
VALLEY NATIONAL ADVISERS INC 770.00%0.05%0.09%Q1 2019Q3 20207
HUNTINGTON NATIONAL BANK 770.00%0.00%0.00%Q2 2020Q4 20217
Janney Montgomery Scott LLC 770.01%0.01%0.02%Q3 2016Q1 20187
AMERIPRISE FINANCIAL INC 770.00%0.00%0.00%Q1 2022Q3 20237
HHM Wealth Advisors, LLC 770.00%0.00%0.00%Q1 2020Q3 20217
NewEdge Advisors, LLC 410.00%0.00%0.01%Q4 2019Q3 20236
NEXT Financial Group, Inc 660.00%0.00%0.00%Q3 2020Q4 20216
Bank Julius Baer & Co. Ltd, Zurich 660.00%0.00%0.01%Q2 2020Q3 20216
Goelzer Investment Management, Inc. 660.03%0.04%0.04%Q2 2021Q3 20226
Legacy Financial Advisors, Inc. 660.04%0.06%0.08%Q4 2017Q1 20196
EDMOND DE ROTHSCHILD HOLDING S.A. 660.00%0.00%0.00%Q1 2018Q2 20196
Brendel Financial Advisors LLC 660.36%0.72%1.59%Q3 2020Q4 20216
Capital Advisory Group Advisory Services, LLC 660.00%0.12%0.37%Q1 2018Q2 20196
Allworth Financial LP 510.00%0.00%0.00%Q4 2018Q1 20236
GLENMEDE TRUST CO NA 660.00%0.00%0.00%Q2 2022Q3 20236
Sterling Investment Advisors, Ltd. 660.00%0.00%0.00%Q1 2021Q2 20226
Wealthcare Advisory Partners LLC 660.07%0.08%0.09%Q2 2022Q3 20236
Financial Architects, Inc 660.00%0.00%0.01%Q2 2017Q3 20186
Stonebridge Capital Advisors LLC 660.00%0.00%0.00%Q1 2021Q2 20226
Atria Wealth Solutions, Inc. 660.00%0.00%0.01%Q2 2022Q3 20236
FLOW TRADERS U.S. LLC 320.01%0.02%0.04%Q2 2021Q3 20225
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 550.00%0.00%0.00%Q4 2021Q4 20225
Cetera Investment Advisers 410.00%0.00%0.01%Q4 2021Q3 20235
Migdal Insurance & Financial Holdings Ltd. 410.00%0.00%0.00%Q1 2018Q4 20215
Strategic Asset Management, LLC 550.03%0.04%0.04%Q3 2021Q3 20225
Aurora Private Wealth, Inc. 410.11%0.18%0.26%Q3 2020Q1 20225
Newbridge Financial Services Group, Inc. 550.00%0.01%0.02%Q4 2020Q4 20215
Sowell Financial Services LLC 550.00%0.05%0.08%Q4 2020Q4 20215
Dynamic Advisor Solutions LLC 550.02%0.04%0.05%Q1 2021Q1 20225
Sequoia Financial Advisors, LLC 410.01%0.01%0.01%Q1 2022Q3 20235
Cetera Advisors LLC 440.01%0.02%0.04%Q4 2018Q3 20194
NewSquare Capital LLC 440.00%0.00%0.00%Q1 2022Q4 20224
Realta Investment Advisors 220.00%0.00%0.00%Q3 2022Q3 20234
Vontobel Holding Ltd. 440.00%0.00%0.00%Q4 2020Q3 20214
Legacy Wealth Partners, Inc. 440.24%0.37%0.48%Q3 2020Q2 20214
CIC Wealth, LLC 440.24%0.27%0.29%Q4 2022Q3 20234
Optiver Holding B.V. 440.00%0.00%0.00%Q2 2021Q1 20224
Hoover Financial Advisors, Inc. 310.01%0.01%0.01%Q2 2020Q2 20214
Gladstone Institutional Advisory LLC 310.01%0.02%0.02%Q3 2021Q2 20234
Qube Research & Technologies Ltd 310.00%0.00%0.00%Q4 2021Q2 20234
Sterling Financial Planning, Inc. 440.01%0.01%0.01%Q4 2020Q3 20214
Commonwealth Equity Services, Inc 440.00%0.01%0.01%Q4 2016Q3 20174
ARMSTRONG ADVISORY GROUP, INC 440.04%0.04%0.04%Q4 2022Q3 20234
Financial Engines Advisors L.L.C. 330.00%0.00%0.00%Q3 2021Q1 20223
THEORY FINANCIAL LLC 331.02%1.55%2.52%Q4 2021Q2 20223
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 110.00%0.00%0.00%Q2 2022Q2 20233
PVG ASSET MANAGEMENT CORP 211.22%2.09%2.64%Q2 2021Q1 20233
BB&T INVESTMENT SERVICES, INC. 330.00%0.00%0.00%Q2 2017Q4 20173
PRUDENTIAL PLC 330.00%0.01%0.01%Q4 2019Q2 20203
Quantitative Advantage, LLC 330.04%0.04%0.05%Q3 2021Q1 20223
EWG Elevate Inc. 330.18%0.97%2.47%Q1 2023Q3 20233
Moors & Cabot, Inc. 330.07%0.07%0.07%Q4 2017Q2 20183
Creative Planning 210.00%0.00%0.00%Q1 2017Q2 20213
EATON VANCE MANAGEMENT 210.00%0.00%0.00%Q1 2021Q4 20213
Snowden Capital Advisors LLC 210.01%0.01%0.01%Q3 2019Q4 20213
Financial Freedom, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
Linscomb & Williams, Inc. 330.02%0.02%0.02%Q2 2020Q4 20203
Good Life Advisors, LLC 330.02%0.03%0.03%Q1 2023Q3 20233
SENTINEL TRUST CO LBA 330.04%0.05%0.05%Q4 2021Q2 20223
Steward Financial Group LLC 110.00%0.00%0.00%Q1 2023Q3 20232
BROWN BROTHERS HARRIMAN & CO 220.00%0.00%0.00%Q1 2023Q2 20232
IHT Wealth Management, LLC 220.00%0.00%0.00%Q4 2017Q1 20182
Compagnie Lombard Odier SCmA 220.00%0.00%0.00%Q2 2018Q3 20182
Worth Asset Management, LLC 221.04%1.35%1.67%Q1 2023Q2 20232
TRUIST FINANCIAL CORP 220.00%0.00%0.00%Q2 2023Q3 20232
Kovack Advisors, Inc. 220.06%0.07%0.07%Q1 2017Q2 20172
SeaCrest Wealth Management, LLC 220.00%0.00%0.00%Q1 2018Q2 20182
DIVIDEND ASSETS CAPITAL, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Tyler-Stone Wealth Management 220.02%0.02%0.02%Q2 2023Q3 20232
Herold Advisors, Inc. 110.02%0.03%0.03%Q3 2021Q1 20222
B. Riley Wealth Management, Inc. 220.03%0.04%0.04%Q4 2019Q1 20202
HOWE & RUSLING INC 220.00%0.00%0.00%Q1 2020Q2 20202
Cascadia Advisory Services, LLC 110.06%0.08%0.09%Q4 2019Q3 20202
Tower Research Capital LLC (TRC) 110.00%0.00%0.00%Q1 2023Q3 20232
Great Diamond Partners, LLC 220.32%0.33%0.34%Q2 2023Q3 20232
IFG Advisory, LLC 110.00%0.02%0.05%Q4 2017Q1 20222
Fortis Capital Advisors, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Gerber Kawasaki Wealth & Investment Management 110.00%0.18%0.35%Q4 2019Q3 20212
Prosperity Financial Group, Inc. 221.55%1.67%1.78%Q2 2023Q3 20232
First Capital Advisors Group, LLC. 220.00%0.00%0.01%Q1 2023Q2 20232
Golden State Wealth Management, LLC 220.00%0.00%0.01%Q1 2019Q2 20192
SG Americas Securities, LLC 110.00%0.00%0.01%Q4 2017Q3 20192
CASTLE WEALTH MANAGEMENT LLC 220.01%0.01%0.01%Q2 2022Q3 20222
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Apollon Wealth Management, LLC 110.01%0.12%0.24%Q2 2020Q4 20202
Barrett Asset Management, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
SEI INVESTMENTS CO 110.00%0.00%0.00%Q4 2017Q4 20171
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
McElhenny Sheffield Capital Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
JPMORGAN CHASE & CO 110.00%0.00%0.00%Q1 2020Q1 20201
Accurate Wealth Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Financial Planners of Cleveland, Inc. 110.10%0.10%0.10%Q4 2021Q4 20211
Livingston Group Asset Management CO (operating as Southport Capital Management) 110.01%0.01%0.01%Q3 2018Q3 20181
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q4 2022Q4 20221
Glassman Wealth Services 110.00%0.00%0.00%Q3 2022Q3 20221
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 110.38%0.38%0.38%Q2 2023Q2 20231
FIRST NATIONAL CORP /MA/ /ADV 110.00%0.00%0.00%Q1 2019Q1 20191
AlphaCore Capital LLC 110.02%0.02%0.02%Q2 2021Q2 20211
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 110.00%0.00%0.00%Q1 2020Q1 20201
Blue Trust, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
Ancora Advisors LLC 110.00%0.00%0.00%Q3 2018Q3 20181
SEAVIEW INVESTMENT MANAGERS LLC 110.70%0.70%0.70%Q3 2021Q3 20211
OXFORD FINANCIAL GROUP, LTD. LLC 110.01%0.01%0.01%Q4 2022Q4 20221
BESSEMER GROUP INC 110.00%0.00%0.00%Q3 2020Q3 20201
EVOKE WEALTH, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Haverford Trust Co 110.00%0.00%0.00%Q1 2023Q1 20231
Winthrop Partners - WNY, LLC 110.01%0.01%0.01%Q1 2018Q1 20181
RITTER DANIHER FINANCIAL ADVISORY LLC 110.07%0.07%0.07%Q3 2021Q3 20211
Laurel Wealth Advisors LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Venturi Wealth Management, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
All Season Financial Advisors, Inc. 110.29%0.29%0.29%Q4 2021Q4 20211
Claraphi Advisory Network, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
FORTEM FINANCIAL GROUP, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
RVW Wealth, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Apella Capital, LLC 110.06%0.06%0.06%Q2 2021Q2 20211
Atria Investments, Inc 110.01%0.01%0.01%Q4 2019Q4 20191
Eudaimonia Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
PCA Investment Advisory Services Inc. 110.05%0.05%0.05%Q2 2023Q2 20231
VERUS CAPITAL PARTNERS, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Pine Valley Investments Ltd Liability Co 110.02%0.02%0.02%Q2 2023Q2 20231
Advisory Alpha, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Clear Perspectives Financial Planning, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
MBE Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Operose Advisors LLC 110.02%0.02%0.02%Q3 2023Q3 20231
PRW Wealth Management LLC 110.42%0.42%0.42%Q2 2021Q2 20211
Retirement Planning Co of New England, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Safeguard Financial, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Darwin Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
ASSETMARK, INC 110.00%0.00%0.00%Q3 2023Q3 20231
Values First Advisors, Inc. 110.03%0.03%0.03%Q1 2023Q1 20231
AVALON CAPITAL MANAGEMENT 110.47%0.47%0.47%Q1 2017Q1 20171
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.00%0.00%0.00%Q2 2018Q2 20181
STEPHENS INC /AR/ 110.05%0.05%0.05%Q1 2023Q1 20231
External links

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