Clough Global Equity Fund (XGLQX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Blue Bell Private Wealth Management, LLC

INCREASED

Shares226,225 from 216,765

Change+9,460 (+4%)

Value$1.7M (-$178.6K)

Filed 2026-10-29

TrueMark Investments, LLC

INCREASED

Shares223,933 from 217,362

Change+6,571 (+3%)

Value$1.7M (-$200.9K)

Filed 2026-11-05

SeaCrest Wealth Management, LLC

DECREASED

Shares52,482 from 53,336

Change-854 (-2%)

Value$392.0K (-$67.7K)

Filed 2026-10-21

Pathway Financial Advisors LLC

UNCHANGED

Shares30,207 from 30,207

Change0 (0%)

Value$225.6K (-$35.0K)

Filed 2026-10-07

180 Wealth Advisors, LLC

DECREASED

Shares23,043 from 26,364

Change-3,321 (-13%)

Value$172.1K (-$55.1K)

Filed 2026-11-03

Advisor OS, LLC

UNCHANGED

Shares21,937 from 21,937

Change0 (0%)

Value$163.9K (-$25.2K)

Filed 2026-11-03

Shaker Financial Services, LLC

INCREASED

Shares20,882 from 12,070

Change+8,812 (+73%)

Value$156.0K (+$51.9K)

Filed 2026-10-14

Concurrent Investment Advisors, LLC

DECREASED

Shares17,900 from 18,363

Change-463 (-3%)

Value$133.7K (-$24.6K)

Filed 2026-10-16

B. Riley Wealth Advisors, Inc.

UNCHANGED

Shares15,000 from 15,000

Change0 (0%)

Value$112.1K (-$16.4K)

Filed 2026-10-13

Lido Advisors, LLC

UNCHANGED

Shares14,545 from 14,545

Change0 (0%)

Value$108.7K (-$16.7K)

Filed 2026-11-04

Decision Investments, Inc

UNCHANGED

Shares13,300 from 13,300

Change0 (0%)

Value$99.4K (-$15.3K)

Filed 2026-10-07

PNC Financial Services Group, Inc.

UNCHANGED

Shares7,765 from 7,765

Change0 (0%)

Value$58.0K (-$8.9K)

Filed 2026-11-06

Wolverine Asset Management LLC

NEW

Shares1,600

Change+1,600

Value$12.0K

Filed 2026-11-02

Farther Finance Advisors, LLC

UNCHANGED

Shares680 from 680

Change0 (0%)

Value$5.1K (-$782)

Filed 2026-10-08

CoreCap Advisors, LLC

DECREASED

Shares447 from 2,247

Change-1,800 (-80%)

Value$3.3K (-$16.0K)

Filed 2026-10-08

Fifth Third Bancorp

DECREASED

Shares48 from 67

Change-19 (-28%)

Value$360 (-$221)

Filed 2026-11-05

Institute for Wealth Management, Llc.

CLOSED

Shares0 from 1,091

Change-1,091 (-100%)

Value$0 (-$9.4K)

Filed 2026-11-06

SIT Investment Associates Inc

N/A

Shares— from 2,100,530

Change-2,100,530 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 974,969

Change-974,969 (-100%)

Value—

Saba Capital Management, L.P.A

N/A

Shares— from 774,988

Change-774,988 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 630,965

Change-630,965 (-100%)

Value—

1607 Capital Partners, LLC

N/A

Shares— from 580,682

Change-580,682 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 527,903

Change-527,903 (-100%)

Value—

Rivernorth Capital Management, LLC

N/A

Shares— from 523,377

Change-523,377 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 383,564

Change-383,564 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 346,206

Change-346,206 (-100%)

Value—

Almitas Capital LLC

N/A

Shares— from 331,172

Change-331,172 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 197,119

Change-197,119 (-100%)

Value—

Karpus Management, Inc.

N/A

Shares— from 138,971

Change-138,971 (-100%)

Value—

North Ground Capital

N/A

Shares— from 89,094

Change-89,094 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 69,791

Change-69,791 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 68,951

Change-68,951 (-100%)

Value—

Jaffetilchin Investment Partners, LLC

N/A

Shares— from 59,080

Change-59,080 (-100%)

Value—

RPO LLC

N/A

Shares— from 56,323

Change-56,323 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 55,693

Change-55,693 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 37,752

Change-37,752 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 36,594

Change-36,594 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 28,892

Change-28,892 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 26,479

Change-26,479 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 22,805

Change-22,805 (-100%)

Value—

Boothbay Fund Management, LLC

N/A

Shares— from 17,967

Change-17,967 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 14,541

Change-14,541 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 12,661

Change-12,661 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 12,525

Change-12,525 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 5,052

Change-5,052 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 3,752

Change-3,752 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 2,500

Change-2,500 (-100%)

Value—

UBS Group AG

N/A

Shares— from 2,000

Change-2,000 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 1,241

Change-1,241 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 1,241

Change-1,241 (-100%)

Value—

Whittier Trust Co of Nevada Inc

N/A

Shares— from 151

Change-151 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 100

Change-100 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 63

Change-63 (-100%)

Value—

	Status
Blue Bell Private Wealth Management, LLC	INCREASED	226,225	216,765	+9,460	+4%	$1.9M	$1.7M	-$178.6K	2026-10-29
TrueMark Investments, LLC	INCREASED	223,933	217,362	+6,571	+3%	$1.9M	$1.7M	-$200.9K	2026-11-05
SeaCrest Wealth Management, LLC	DECREASED	52,482	53,336	-854	-2%	$459.8K	$392.0K	-$67.7K	2026-10-21
Pathway Financial Advisors LLC	UNCHANGED	30,207	30,207	0	0%	$260.7K	$225.6K	-$35.0K	2026-10-07
180 Wealth Advisors, LLC	DECREASED	23,043	26,364	-3,321	-13%	$227.3K	$172.1K	-$55.1K	2026-11-03
Advisor OS, LLC	UNCHANGED	21,937	21,937	0	0%	$189.1K	$163.9K	-$25.2K	2026-11-03
Shaker Financial Services, LLC	INCREASED	20,882	12,070	+8,812	+73%	$104.0K	$156.0K	+$51.9K	2026-10-14
Concurrent Investment Advisors, LLC	DECREASED	17,900	18,363	-463	-3%	$158.3K	$133.7K	-$24.6K	2026-10-16
B. Riley Wealth Advisors, Inc.	UNCHANGED	15,000	15,000	0	0%	$128.4K	$112.1K	-$16.4K	2026-10-13
Lido Advisors, LLC	UNCHANGED	14,545	14,545	0	0%	$125.4K	$108.7K	-$16.7K	2026-11-04
Decision Investments, Inc	UNCHANGED	13,300	13,300	0	0%	$114.6K	$99.4K	-$15.3K	2026-10-07
PNC Financial Services Group, Inc.	UNCHANGED	7,765	7,765	0	0%	$66.9K	$58.0K	-$8.9K	2026-11-06
Wolverine Asset Management LLC	NEW	1,600	—	+1,600	—	—	$12.0K	—	2026-11-02
Farther Finance Advisors, LLC	UNCHANGED	680	680	0	0%	$5.9K	$5.1K	-$782	2026-10-08
CoreCap Advisors, LLC	DECREASED	447	2,247	-1,800	-80%	$19.4K	$3.3K	-$16.0K	2026-10-08
Fifth Third Bancorp	DECREASED	48	67	-19	-28%	$581	$360	-$221	2026-11-05
Institute for Wealth Management, Llc.	CLOSED	0	1,091	-1,091	-100%	$9.4K	$0	-$9.4K	2026-11-06
SIT Investment Associates Inc	N/A	—	2,100,530	-2,100,530	-100%	$18.1M	—	—	—
Morgan Stanley	N/A	—	974,969	-974,969	-100%	$8.4M	—	—	—
Saba Capital Management, L.P.A	N/A	—	774,988	-774,988	-100%	$6.7M	—	—	—
Pathstone Holdings, LLC	N/A	—	630,965	-630,965	-100%	$5.4M	—	—	—
1607 Capital Partners, LLC	N/A	—	580,682	-580,682	-100%	$5.0M	—	—	—
Royal Bank of Canada	N/A	—	527,903	-527,903	-100%	$4.6M	—	—	—
Rivernorth Capital Management, LLC	N/A	—	523,377	-523,377	-100%	$4.5M	—	—	—
Advisors Asset Management, Inc.	N/A	—	383,564	-383,564	-100%	$3.3M	—	—	—
Bank of America Corp	N/A	—	346,206	-346,206	-100%	$3.0M	—	—	—
Almitas Capital LLC	N/A	—	331,172	-331,172	-100%	$2.9M	—	—	—
Guggenheim Capital LLC	N/A	—	197,119	-197,119	-100%	$1.7M	—	—	—
Karpus Management, Inc.	N/A	—	138,971	-138,971	-100%	$1.2M	—	—	—
North Ground Capital	N/A	—	89,094	-89,094	-100%	$768.0K	—	—	—
Envestnet Asset Management Inc	N/A	—	69,791	-69,791	-100%	$601.6K	—	—	—
Raymond James Financial Inc	N/A	—	68,951	-68,951	-100%	$594.4K	—	—	—
Jaffetilchin Investment Partners, LLC	N/A	—	59,080	-59,080	-100%	$509.3K	—	—	—
RPO LLC	N/A	—	56,323	-56,323	-100%	$485.5K	—	—	—
Osaic Holdings, Inc.	N/A	—	55,693	-55,693	-100%	$480.1K	—	—	—
Invesco Ltd.	N/A	—	37,752	-37,752	-100%	$325.4K	—	—	—
Citadel Advisors LLC	N/A	—	36,594	-36,594	-100%	$315.4K	—	—	—
HRT Financial LP	N/A	—	28,892	-28,892	-100%	$249.0K	—	—	—
Baird Financial Group, Inc.	N/A	—	26,479	-26,479	-100%	$228.2K	—	—	—
Sanctuary Advisors, LLC	N/A	—	22,805	-22,805	-100%	$196.6K	—	—	—
Boothbay Fund Management, LLC	N/A	—	17,967	-17,967	-100%	$154.9K	—	—	—
NewEdge Advisors, LLC	N/A	—	14,541	-14,541	-100%	$125.3K	—	—	—
XTX Topco Ltd	N/A	—	12,661	-12,661	-100%	$109.1K	—	—	—
Jane Street Group, LLC	N/A	—	12,525	-12,525	-100%	$108.0K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	5,052	-5,052	-100%	$43.5K	—	—	—
Wells Fargo & Company	N/A	—	3,752	-3,752	-100%	$32.3K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	2,500	-2,500	-100%	$21.6K	—	—	—
UBS Group AG	N/A	—	2,000	-2,000	-100%	$17.2K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	1,241	-1,241	-100%	$10.7K	—	—	—
BFC Planning, Inc.	N/A	—	1,241	-1,241	-100%	$10.7K	—	—	—
Whittier Trust Co of Nevada Inc	N/A	—	151	-151	-100%	$1.3K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	100	-100	-100%	$862	—	—	—
Rockefeller Capital Management L.P.	N/A	—	63	-63	-100%	$543	—	—	—

Showing 53 of 53 institutions