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

Global X US Infrastructure Dev

768 institutions still hold Global X US Infrastructure Dev as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 37954y673·768 13F holders·last filed Mar 31, 2026
Market cap
5.6%
vs prior quarter
13F value held
$5.6B
49.0% inst. owned
of float
Holders
768
-94 QoQ
filers reporting
Activity
+86 / −97
+757 added · −771 reduced
this quarter
Concentration
23.12%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q1 2026

768 institutions reported PAVE in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 23.1% of the visible book. -94 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$1.3B25.5M0.09%Q1 2026
02
BANK OF MONTREAL /CAN/
CIK 0000927971
$1.2B24.2M0.46%Q1 2026
03
MORGAN STANLEY
CIK 0000895421
$542M10.7M0.03%Q1 2026
04
LPL Financial LLC
CIK 0001403438
$441M8.7M0.12%Q1 2026
05
JPMORGAN CHASE & CO
CIK 0000019617
$315M6.4M0.02%Q1 2026
06
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$208M4.1M0.06%Q1 2026
07
CIBC Bancorp USA Inc.
CIK 0001711924
$200M3.9M0.27%Q1 2026
08
CIBC Private Wealth Group LLC
CIK 0001298088
$175M3.7M0.29%Q4 2025
09
WELLS FARGO & COMPANY/MN
CIK 0000072971
$167M3.3M0.03%Q1 2026
10
Kestra Investment Management, LLC
CIK 0001962449
$137M2.7M2.36%Q1 2026
11
UBS Group AG
CIK 0001610520
$125M2.5M0.02%Q1 2026
12
OSAIC HOLDINGS, INC.
CIK 0001677044
$102M2.0M0.15%Q1 2026
13
WADDELL & ASSOCIATES, LLC
CIK 0001776757
$100M2.0M5.64%Q1 2026
14
Moss Adams Wealth Advisors LLC
CIK 0001661245
$92M1.8M6.75%Q1 2026
15
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$88M1.7M0.05%Q1 2026
16
RiverFront Investment Group, LLC
CIK 0001469751
$83M1.6M1.28%Q1 2026
17
ROYAL BANK OF CANADA
CIK 0001000275
$82M1.6M0.01%Q1 2026
18
PRINCIPAL FINANCIAL GROUP INC
CIK 0001126328
$80M1.6M0.04%Q1 2026
19
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$78M1.5M0.02%Q1 2026
20
Cetera Investment Advisers
CIK 0001666741
$66M1.3M0.07%Q1 2026
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