Who Owns GLOBAL X FDS (AIQ)? -- Institutional Holders (2026-06-30)

375 institutions reported holding $878.9M of GLOBAL X FDS (AIQ) in SEC 13F filings for 2026-06-30. Largest institutional holders: COMMONWEALTH EQUITY SERVICES, LLC ($46.0M), ENVESTNET ASSET MANAGEMENT INC ($43.6M), VALLEY WEALTH MANAGERS, INC. ($40.6M), ASSETMARK, INC ($37.2M), Kestra Advisory Services, LLC ($34.0M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1COMMONWEALTH EQUITY SERVICES, LLC$46.0M701,337Trimmed
2ENVESTNET ASSET MANAGEMENT INC$43.6M664,484Added
3VALLEY WEALTH MANAGERS, INC.$40.6M618,352Trimmed
4ASSETMARK, INC$37.2M566,694Added
5Kestra Advisory Services, LLC$34.0M518,596Trimmed
6Cambridge Investment Research Advisors, Inc.$33.4M508,476Added
7WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$27.4M432,450Added
8Daiwa Securities Group Inc.$25.1M383,079Hold
9Cooper Financial Group$22.7M345,788Added
10Madrona Financial Services, LLC$21.8M332,747Added
11Global X Japan Co., Ltd.$18.4M280,523Added
12Richard P Slaughter Associates Inc$18.4M280,091Added
13Steele Capital Management, Inc.$14.9M227,715Added
14CITIGROUP INC$12.9M196,348Added
15PRINCIPAL SECURITIES, INC.$11.8M179,415Added
16Quadcap Wealth Management, LLC$11.5M175,793Trimmed
17Private Advisor Group, LLC$10.3M156,267Trimmed
18Curtis Advisory Group, LLC$9.4M142,798Trimmed
19VISTA FINANCE, LLC$9.3M142,330New
20Decker Wealth Management LLC$9.2M140,915Trimmed
21Hobart Private Capital, LLC$9.1M138,982Added
22Clarus Group, Inc.$8.5M128,899Trimmed
23McKinley Carter Wealth Services, Inc.$8.4M127,392Added
24D.A. DAVIDSON & CO.$8.0M122,445Added
25Brookstone Capital Management$7.9M120,663Trimmed

Source: SEC Form 13F filings · as of 2026-06-30