13F Insight
DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
CLIP

GLOBAL X FDS

153 institutions still hold GLOBAL X FDS as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 37960A438·153 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 1.6%
vs prior quarter
13F value held
$1.0B
68.0% inst. owned
of float
Holders
153
-92 QoQ
filers reporting
Activity
+89 / −72
+872 added · −827 reduced
this quarter
Concentration
18.18%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

153 institutions reported CLIP in Q1 2026. LPL Financial LLC leads at 18.2% of the visible book. -92 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$182M1.8M0.05%Q1 202602
SEI INVESTMENTS CO
CIK 0000350894
$133M1.3M0.12%Q1 202603
Global X Japan Co., Ltd.
CIK 0002027450
$123M1.2M6.30%Q1 202604
3EDGE Asset Management, LP
CIK 0001665605
$110M1.1M5.30%Q1 202605
Bleakley Financial Group, LLC
CIK 0001936953
$107M1.1M1.68%Q1 202606
Capital Investment Advisors, LLC
CIK 0001582732
$84M833K1.22%Q1 202607
RHL GROUP, LLC
CIK 0002066311
$29M291K24.95%Q1 202608
Cetera Investment Advisers
CIK 0001666741
$27M271K0.03%Q1 202609
Mirae Asset Global Investments Co., Ltd.
CIK 0001569395
$26M259K0.01%Q1 202610
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$26M254K0.01%Q1 202611
Peterson Wealth Advisors, LLC
CIK 0001713558
$24M238K3.17%Q1 202612
Orion Portfolio Solutions, LLC
CIK 0001802647
$21M206K0.10%Q1 202513
Accurate Wealth Management, LLC
CIK 0001877728
$18M182K2.20%Q1 202614
WCG Wealth Advisors LLC
CIK 0001855713
$15M146K0.41%Q1 202615
Pacific Sage Partners, LLC
CIK 0001936845
$14M137K2.17%Q1 202616
VERUS CAPITAL PARTNERS, LLC
CIK 0001796874
$13M134K0.92%Q1 202617
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
CIK 0001705339
$13M132K0.02%Q1 202618
Guild Investment Management, Inc.
CIK 0001317802
$13M132K9.44%Q1 202619
Maridea Wealth Management LLC
CIK 0002056245
$13M129K1.89%Q1 202620
APS Management Group, Inc.
CIK 0001914985
$12M118K10.15%Q1 2026
Page 1 of 8
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