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

46 institutions reported holding $69.7M of GLOBAL X (CPTL) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($46.2M), LPL Financial LLC ($4.1M), Royal Bank of Canada ($2.7M), OSAIC HOLDINGS, INC. ($1.9M), Kingsview Wealth Management, LLC ($1.6M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$46.2M982,888Trimmed
2LPL Financial LLC$4.1M86,796Added
3Royal Bank of Canada$2.7M57,834Trimmed
4OSAIC HOLDINGS, INC.$1.9M40,061Added
5Kingsview Wealth Management, LLC$1.6M33,847Added
6Napier Financial, LLC$1.3M28,589Added
7GOLDMAN SACHS GROUP INC$1.3M26,634Added
8Wealthfront Advisers LLC$1.2M25,704Trimmed
9HighTower Advisors, LLC$941,10120,031Added
10BANK OF AMERICA CORP /DE/$884,84018,834Trimmed
11SUSQUEHANNA INTERNATIONAL GROUP, LLP$616,20713,116Trimmed
12SEEDS INVESTOR LLC$611,83713,023Added
13Perennial Investment Advisors, LLC$606,98312,920Trimmed
14STIFEL FINANCIAL CORP$596,89912,705Trimmed
15APS Management Group, Inc.$587,73212,510Trimmed
16Syntegra Private Wealth Group, LLC$506,64610,784Trimmed
17CITADEL ADVISORS LLC$450,5519,590New
18Western Wealth Management, LLC$422,7508,998Trimmed
19Farrow Financial, Inc.$394,6438,400Added
20IHT Wealth Management, LLC$358,3667,628Trimmed
21Snowden Capital Advisors LLC$326,5206,950Hold
22Summit Financial, LLC$322,4316,838New
23Merit Financial Group, LLC$316,1786,730Trimmed
24Eagle Strategies LLC$288,3976,139Hold
25MERCER GLOBAL ADVISORS INC /ADV$250,2285,326Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30