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

GLOBAL X FDS

38 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 37960A644·38 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 5.5%
vs prior quarter
13F value held
$21M
74.0% inst. owned
of float
Holders
38
+35 QoQ
filers reporting
Activity
+82 / −35
+1,048 added · −930 reduced
this quarter
Concentration
19.35%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

38 institutions reported EMC in Q1 2026. MORGAN STANLEY leads at 19.3% of the visible book. +35 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$4M133K0.00%Q1 202602
UBS Group AG
CIK 0001610520
$4M120K0.00%Q1 202603
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$2M80K0.00%Q1 202604
Cerity Partners LLC
CIK 0001566475
$2M60K0.00%Q1 202605
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$2M49K0.00%Q1 202606
OLD MISSION CAPITAL LLC
CIK 0001455915
$1M41K0.02%Q1 202607
LPL Financial LLC
CIK 0001403438
$1M35K0.00%Q1 202608
Rockefeller Capital Management L.P.
CIK 0001739439
$703,45823K0.00%Q1 202609
Independent Advisor Alliance
CIK 0001696899
$572,35519K0.01%Q1 202610
Cetera Investment Advisers
CIK 0001666741
$564,71118K0.00%Q1 202611
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$519,61817K0.00%Q1 202612
Morton Capital Management LLC/CA
CIK 0002002628
$503,90116K0.07%Q1 202613
DIVERSIFY WEALTH MANAGEMENT, LLC
CIK 0002030780
$458,52913K0.01%Q1 202614
Diversify Advisory Services, LLC
CIK 0002021232
$383,14811K0.06%Q1 202615
CITADEL ADVISORS LLC
CIK 0001423053
$301,06810K0.00%Q4 202516
ROYAL BANK OF CANADA
CIK 0001000275
$264,0009K0.00%Q1 202617
CRUX WEALTH ADVISORS
CIK 0002054270
$240,9528K0.09%Q1 202618
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$235,7708K0.00%Q1 202619
Park Edge Advisors, LLC
CIK 0001965659
$230,2807K0.05%Q1 202620
SPIREPOINT PRIVATE CLIENT, LLC
CIK 0002022908
$206,2047K0.02%Q1 2026
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