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

52 institutions reported holding $30.2M of GLOBAL X (SOCL) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($12.8M), PNC Financial Services Group, Inc. ($5.4M), MORGAN STANLEY ($2.1M), Daiwa Securities Group Inc. ($2.0M), LPL Financial LLC ($1.5M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1BANK OF AMERICA CORP /DE/$12.8M291,976Added
2PNC Financial Services Group, Inc.$5.4M122,589Trimmed
3MORGAN STANLEY$2.1M48,273Trimmed
4Daiwa Securities Group Inc.$2.0M45,000Hold
5LPL Financial LLC$1.5M34,675Added
6AAFMAA Wealth Management & Trust LLC$1.1M25,421Added
7Joseph P. Lucia & Associates, LLC$783,93617,861Trimmed
8UBS Group AG$782,64817,865Added
9SOA Wealth Advisors, LLC.$477,10910,891Trimmed
10SUSQUEHANNA INTERNATIONAL GROUP, LLP$455,52810,398Trimmed
11FLOW TRADERS U.S. LLC$373,0008,506Trimmed
12JANE STREET GROUP, LLC$351,9198,033Trimmed
13OSAIC HOLDINGS, INC.$291,6366,649Trimmed
14Cambridge Investment Research Advisors, Inc.$289,0006,589Trimmed
15Tradewinds, LLC.$266,3005,114New
16Integrated Wealth Concepts LLC$231,1795,277Trimmed
17WELLS FARGO & COMPANY/MN$221,5425,057Added
18AMERIPRISE FINANCIAL INC$211,8484,836Trimmed
19FMR LLC$118,3982,703Added
20Manchester Capital Management LLC$118,2852,700Hold
21Parallel Advisors, LLC$60,2381,375Trimmed
22Rockefeller Capital Management L.P.$45,3901,036Hold
23US BANCORP \DE\$43,8091,000Hold
24SALEM INVESTMENT COUNSELORS INC$42,623971Trimmed
25HARBOUR INVESTMENTS, INC.$32,375739Hold

来源：SEC 13F 申报文件 · 截至 2026-06-30