13F Insight
DOSSIER · 13F Holders · Q1 2026CyclicalNet sold
SDIV

GLOBAL X FDS

132 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 37960A669·132 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 6.4%
vs prior quarter
13F value held
$159M
69.0% inst. owned
of float
Holders
132
-73 QoQ
filers reporting
Activity
+77 / −6
+805 added · −859 reduced
this quarter
Concentration
19.99%
Foguth Wealth Management, LLC. #1
top holder share
AI Holders Summary · Q1 2026

132 institutions reported SDIV in Q1 2026. Foguth Wealth Management, LLC. leads at 20.0% of the visible book. -73 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Foguth Wealth Management, LLC.
CIK 0002016322
$32M1.3M3.71%Q1 202602
LPL Financial LLC
CIK 0001403438
$27M1.1M0.01%Q1 202603
BANK OF AMERICA CORP /DE/
CIK 0000070858
$13M534K0.00%Q1 202604
MORGAN STANLEY
CIK 0000895421
$13M507K0.00%Q1 202605
OSAIC HOLDINGS, INC.
CIK 0001677044
$10M411K0.02%Q1 202606
PRINCIPAL SECURITIES, INC.
CIK 0000012600
$8M330K0.12%Q1 202607
WELLS FARGO & COMPANY/MN
CIK 0000072971
$6M257K0.00%Q1 202608
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$6M252K0.00%Q1 202609
AE Wealth Management LLC
CIK 0001697723
$6M241K0.03%Q1 202610
Cetera Investment Advisers
CIK 0001666741
$5M215K0.01%Q1 202611
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$4M170K0.00%Q1 202612
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$4M156K0.00%Q1 202613
Newbridge Financial Services Group, Inc.
CIK 0001879757
$3M137K0.57%Q1 202614
FIFTH THIRD SECURITIES, INC.
CIK 0000073956
$3M130K0.21%Q1 202615
KINGSWOOD WEALTH ADVISORS, LLC
CIK 0001987855
$3M117K0.14%Q1 202616
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$3M116K0.00%Q1 202617
AMERIPRISE FINANCIAL INC
CIK 0000820027
$3M109K0.00%Q1 202618
NewEdge Advisors, LLC
CIK 0001633516
$2M97K0.01%Q1 202619
Wealthfront Advisers LLC
CIK 0001763921
$2M96K0.01%Q1 202620
UBS Group AG
CIK 0001610520
$2M94K0.00%Q1 2026
Page 1 of 7
112 more holders available. Log in →