Titelia

Funds holding Global X Funds

ISIN US37954Y4834 · United States

Fund holders
3
Of which ETFs
1 2 other funds
Value held
11.9M $
FundSharesValueWeight in fund
Global X Alternative Income ETF GLOBAL X FUNDS 501,3998.8M $19.89 %as of Feb 28, 2026
Anchor Risk Managed Income Strategies Fund Northern Lights Fund Trust IV 169,5003M $11.35 %as of Feb 28, 2026
Tactical Growth Allocation Fund Tactical Investment Series Trust 3,24755.7K $0.15 %as of Mar 31, 2026

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of this security in each fund.

FundWeight in fund
Global X Alternative Income ETF GLOBAL X FUNDS 19.89 %as of Feb 28, 2026
Anchor Risk Managed Income Strategies Fund Northern Lights Fund Trust IV 11.35 %as of Feb 28, 2026
Tactical Growth Allocation Fund Tactical Investment Series Trust 0.15 %as of Mar 31, 2026

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterHoldersChangeSharesChange
2026Q23-1674,146-35.7 %
2026Q14+11,048,366-1.7 %
2025Q43+11,066,334+25.8 %
2025Q32-1847,360+55.5 %
2025Q230544,814-28.4 %
2025Q130761,223+14.0 %
2024Q430667,693+9.1 %
2024Q330611,907-27.2 %
2024Q23-1840,235-26.1 %
2024Q14-11,136,575-14.1 %
2023Q451,322,387

Institutional managers

431 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
Global X Japan Co., Ltd.15,775,171270.5M $as of Mar 31, 2026
LPL Financial LLC12,484,270214.1M $as of Mar 31, 2026
MORGAN STANLEY10,716,023183.8M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/4,887,61283.8M $as of Mar 31, 2026
WELLS FARGO & COMPANY/MN3,997,48568.6M $as of Mar 31, 2026
RAYMOND JAMES FINANCIAL INC2,693,18846.2M $as of Mar 31, 2026
AMERIPRISE FINANCIAL INC2,621,07045M $as of Mar 31, 2026
CWM, LLC2,560,46543.9M $as of Mar 31, 2026
OSAIC HOLDINGS, INC.2,018,77634.6M $as of Mar 31, 2026
Cetera Investment Advisers1,979,62834M $as of Mar 31, 2026
ROYAL BANK OF CANADA1,736,80729.8M $as of Mar 31, 2026
UBS Group AG1,681,65328.8M $as of Mar 31, 2026
Brookstone Capital Management1,386,88223.8M $as of Mar 31, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.1,377,77423.2M $as of Mar 31, 2026
IMC-Chicago, LLC1,295,97822.2M $as of Mar 31, 2026
ENVESTNET ASSET MANAGEMENT INC1,215,44020.8M $as of Mar 31, 2026
HUB Investment Partners, LLC1,189,09020.4M $as of Mar 31, 2026
SIMS INVESTMENT MANAGEMENT, LLC1,148,30819.7M $as of Mar 31, 2026
PRINCIPAL SECURITIES, INC.1,028,43517.6M $as of Mar 31, 2026
Sound Income Strategies, LLC1,020,59117.6M $as of Mar 31, 2026
Cambridge Investment Research Advisors, Inc.978,84316.8K $as of Mar 31, 2026
J.W. COLE ADVISORS, INC.940,64816.1M $as of Mar 31, 2026
Mission Hills Financial Advisory, LLC788,76513.5M $as of Mar 31, 2026
SBI Securities Co., Ltd.676,37911.6M $as of Mar 31, 2026
Baker Avenue Asset Management, LP673,93711.6M $as of Mar 31, 2026
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Titelia. "Funds holding Global X Funds". https://titelia.com/en/stocks/global-x-funds-US37954Y4834