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

GLOBAL X FDS

230 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 37954Y236·230 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 1.4%
vs prior quarter
13F value held
$459M
68.0% inst. owned
of float
Holders
230
+121 QoQ
filers reporting
Activity
+25 / −85
+997 added · −890 reduced
this quarter
Concentration
25.06%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q1 2026

230 institutions reported DTCR in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 25.1% of the visible book. +121 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$115M4.8M0.01%Q1 202602
LPL Financial LLC
CIK 0001403438
$73M3.1M0.02%Q1 202603
MORGAN STANLEY
CIK 0000895421
$58M2.4M0.00%Q1 202604
WELLS FARGO & COMPANY/MN
CIK 0000072971
$41M1.7M0.01%Q1 202605
UBS Group AG
CIK 0001610520
$28M1.2M0.00%Q1 202606
HighTower Advisors, LLC
CIK 0001462245
$19M801K0.02%Q1 202607
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$18M732K0.01%Q1 202608
Hedeker Wealth, LLC
CIK 0001633910
$14M591K2.99%Q1 202609
Cetera Investment Advisers
CIK 0001666741
$12M488K0.01%Q1 202610
Foguth Wealth Management, LLC.
CIK 0002016322
$11M334K1.23%Q1 202611
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$9M370K0.00%Q1 202612
ROYAL BANK OF CANADA
CIK 0001000275
$9M367K0.00%Q1 202613
NEW WAVE WEALTH ADVISORS LLC
CIK 0002035324
$8M344K2.86%Q1 202614
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$8M341K0.00%Q1 202615
OSAIC HOLDINGS, INC.
CIK 0001677044
$7M313K0.01%Q1 202616
Private Advisor Group, LLC
CIK 0001567755
$7M281K0.03%Q1 202617
Mirae Asset Global Investments Co., Ltd.
CIK 0001569395
$6M263K0.00%Q1 202618
Mariner, LLC
CIK 0001373442
$6M240K0.01%Q1 202619
POTENTIA WEALTH
CIK 0002052308
$5M214K1.98%Q1 202620
MML INVESTORS SERVICES, LLC
CIK 0000701059
$5M212K0.01%Q1 2026
Page 1 of 12
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