DOSSIER · 13F Holders · Q2 2026
ORBX

GLOBAL X FDS

6 institutions still hold GLOBAL X FDS as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 37966B778·6 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$3M
visible holders
Holders
6
filers reporting
Concentration
50.20%
CASCADE INVESTMENT GROUP, INC. #1
top holder share
AI Holders Summary · Q2 2026

6 institutions reported ORBX in Q2 2026. CASCADE INVESTMENT GROUP, INC. leads at 50.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
CASCADE INVESTMENT GROUP, INC.
CIK 0000919447
$1M26K0.79%Q2 2026
02
IFP Advisors, Inc
CIK 0001641866
$1M20K0.02%Q2 2026
03
Global Financial Private Client, LLC
CIK 0002023568
$293K5K0.08%Q2 2026
04
EVOLUTION WEALTH MANAGEMENT INC.
CIK 0002010029
$5K910.00%Q2 2026
05
SIMS INVESTMENT MANAGEMENT, LLC
CIK 0002053807
$2K370.00%Q2 2026
06
SBI Securities Co., Ltd.
CIK 0001851815
$598110.00%Q2 2026