Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Global X Funds - Global X SuperDividend U.S. ETF include Ballast, Inc., and Concord Wealth Partners .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 47 | 1 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 1,091,703 | 10.85 | 19,192 | 3.44 | ||||
| 2025-08-14 | 13F | UBS Group AG | 40,512 | 14.95 | 712 | 7.39 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 11,608 | 4.48 | 204 | -2.39 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 303 | 10,000.00 | 5 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 264,502 | 526.95 | 4,650 | 485.52 | ||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 24,725 | 44.17 | 435 | 34.37 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 18,861 | 28.64 | 332 | 19.93 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 14,145 | 0.01 | 249 | -6.77 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 15,610 | 274 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 18,415 | 1.63 | 324 | -5.28 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 121,300 | 98.85 | 2,132 | 85.55 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 148,764 | 74.54 | 2,616 | 62.83 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 4,639 | 366.23 | 82 | 350.00 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 4,650 | 2.20 | 82 | -4.71 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 28,170 | 0.44 | 495 | -6.25 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 304,537 | 5.08 | 5,354 | -1.96 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 22,080 | 4.28 | 388 | -2.76 | ||||
| 2025-08-08 | 13F/A | Sterling Capital Management LLC | 52 | 1.96 | 1 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2,049 | 36 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 36,840 | 23.36 | 657 | 22.80 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 25,402 | 18.47 | 447 | 10.67 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 79 | -5.95 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 992 | 39.52 | 17 | 54.55 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 145,222 | 22.80 | 2,553 | 14.59 | ||||
| 2025-07-14 | 13F | Caitlin John, LLC | 22,855 | 1.88 | 402 | -4.98 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 33,408 | 12.93 | 587 | 5.39 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 999,605 | 7.93 | 17,573 | 0.71 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 11,258 | 3.44 | 198 | -3.90 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 21,415 | 24.33 | 376 | 16.05 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 15,400 | 9.22 | 271 | 1.89 | |||
| 2025-07-18 | 13F | Chelsea Counsel Co | 5,350 | 46.58 | 94 | 38.24 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 14,817 | 29.79 | 260 | 20.93 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 0 | 0 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 21,131 | 2.13 | 0 | |||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 11,068 | 4.11 | 195 | -3.00 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 4,352 | 3.20 | 77 | -3.80 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 191,027 | 2.42 | 3 | 0.00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 28,963 | 1.18 | 509 | -1.36 | ||||
| 2025-07-11 | 13F | Global X Japan Co., Ltd. | 424,451 | 22.92 | 7,462 | 14.70 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 124,000 | 5.08 | 2,180 | -1.40 | ||||
| 2025-08-13 | 13F | SMART Wealth LLC | 163,275 | 17.84 | 2,870 | 9.96 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 188 | 2.17 | 3 | 0.00 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 15,456 | 272 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 21,149 | 0.16 | 372 | -6.55 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 1,819 | 0.55 | 32 | -8.82 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 27,414 | 72.77 | 482 | 61.41 | ||||
| 2025-08-12 | 13F | FUKOKU MUTUAL LIFE INSURANCE Co | 1,873,000 | 26.98 | 32,927 | 18.49 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 25,718 | 452 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 36,417 | 10.67 | 640 | 3.39 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 77,466 | 12.92 | 1,362 | 5.34 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 23,339 | 3.62 | 410 | -3.30 | ||||
| 2025-08-14 | 13F | Sequent Planning LLC | 13,047 | 229 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-25 | 13F | Concord Wealth Partners | 725 | 13 | ||||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 16,650 | 0.75 | 293 | -6.11 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 68,423 | 2.61 | 1,203 | -4.30 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 39,354 | 6.99 | 692 | -0.14 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 1,005 | 18 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 45,727 | 24.12 | 803 | 16.38 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 365 | 1.96 | 6 | 0.00 | ||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 29,689 | 25.70 | 522 | 17.34 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 775,844 | 13.50 | 13,639 | 5.91 | ||||
| 2025-07-25 | 13F | Cypress Capital Group | 25,319 | 445 | ||||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 7,206 | 8.46 | 127 | 0.80 |
