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Global X Superincome Prefer (SPFF)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares2,060,741 from 2,043,279
Change+17,462 (+1%)
Value$18.7M (-$470.9K)
Filed 2026-11-06
Sound Income Strategies, LLC
DECREASED
Shares472,131 from 487,121
Change-14,990 (-3%)
Value$4.3M (-$304.9K)
Filed 2026-10-09
Perigon Wealth Management, LLC
DECREASED
Shares126,699 from 126,840
Change-141 (0%)
Value$1.1M (-$40.3K)
Filed 2026-10-22
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares38,741 from 45,947
Change-7,206 (-16%)
Value$351.0K (-$80.0K)
Filed 2026-11-02
Whipplewood Advisors, LLC
INCREASED
Shares27,634 from 26,418
Change+1,216 (+5%)
Value$250.6K (+$2.9K)
Filed 2026-10-20
Beam Wealth Advisors, Inc.
NEW
Shares26,914
Change+26,914
Value$244.1K
Filed 2026-11-03
Cornerstone Wealth Management, LLC
DECREASED
Shares22,208 from 23,201
Change-993 (-4%)
Value$201.4K (-$16.2K)
Filed 2026-11-04
Rossby Financial, LCC
NEW
Shares13,861
Change+13,861
Value$125.7K
Filed 2026-11-05
Key Capital Management, Inc
INCREASED
Shares12,625 from 334
Change+12,291 (+3680%)
Value$113.1K (+$110.0K)
Filed 2026-11-03
GenWealth Group, Inc.
UNCHANGED
Shares10,628 from 10,628
Change0 (0%)
Value$96.4K (-$3.3K)
Filed 2026-10-16
Pinnacle Associates LTD
UNCHANGED
Shares10,228 from 10,228
Change0 (0%)
Value$92.8K (-$3.2K)
Filed 2026-10-20
WealthBridge Capital Management, LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$90.7K (-$3.1K)
Filed 2026-10-16
US Bancorp \de\
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$90.7K (-$3.1K)
Filed 2026-11-05
Allworth Financial LP
UNCHANGED
Shares8,323 from 8,323
Change0 (0%)
Value$78.1K ($0)
Filed 2026-11-06
Harbour Investments, Inc.
UNCHANGED
Shares6,461 from 6,461
Change0 (0%)
Value$58.6K (-$2.0K)
Filed 2026-11-09
Fifth Third Bancorp
UNCHANGED
Shares3,200 from 3,200
Change0 (0%)
Value$29.0K (-$986)
Filed 2026-11-05
Farther Finance Advisors, LLC
INCREASED
Shares2,489 from 2,482
Change+7 (+0%)
Value$22.6K (-$697)
Filed 2026-10-08
SBI Securities Co., Ltd.
DECREASED
Shares1,900 from 2,067
Change-167 (-8%)
Value$17.2K (-$2.2K)
Filed 2026-10-22
Latitude Advisors, LLC
NEW
Shares622
Change+622
Value$5.6K
Filed 2026-10-27
Triumph Capital Management
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$4.5K (-$154)
Filed 2026-10-14
Fortis Group Advisors, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$4.5K (-$154)
Filed 2026-11-06
Princeton Global Asset Management LLC
NEW
Shares76
Change+76
Value$689
Filed 2026-10-21
International Assets Investment Management, LLC
CLOSED
Shares0 from 1,200
Change-1,200 (-100%)
Value$0 (-$11.1K)
Filed 2026-11-02
Morgan Stanley
N/A
Shares— from 242,777
Change-242,777 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 233,333
Change-233,333 (-100%)
Value—
UBS Group AG
N/A
Shares— from 172,563
Change-172,563 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 165,620
Change-165,620 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 158,142
Change-158,142 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 114,021
Change-114,021 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 79,100
Change-79,100 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 68,723
Change-68,723 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 65,262
Change-65,262 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 31,405
Change-31,405 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 27,567
Change-27,567 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 25,075
Change-25,075 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 23,720
Change-23,720 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 19,017
Change-19,017 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 5,854
Change-5,854 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 4,197
Change-4,197 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 2,244
Change-2,244 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,733
Change-1,733 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,637
Change-1,637 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,188
Change-1,188 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 1,040
Change-1,040 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 900
Change-900 (-100%)
Value—
Status
LPL Financial LLC
INCREASED2,060,7412,043,279+17,462+1%$19.2M$18.7M-$470.9K2026-11-06
Sound Income Strategies, LLC
DECREASED472,131487,121-14,990-3%$4.6M$4.3M-$304.9K2026-10-09
Perigon Wealth Management, LLC
DECREASED126,699126,840-1410%$1.2M$1.1M-$40.3K2026-10-22
Cambridge Investment Research Advisors, Inc.
DECREASED38,74145,947-7,206-16%$431.0K$351.0K-$80.0K2026-11-02
Whipplewood Advisors, LLC
INCREASED27,63426,418+1,216+5%$247.7K$250.6K+$2.9K2026-10-20
Beam Wealth Advisors, Inc.
NEW26,914—+26,914——$244.1K—2026-11-03
Cornerstone Wealth Management, LLC
DECREASED22,20823,201-993-4%$217.6K$201.4K-$16.2K2026-11-04
Rossby Financial, LCC
NEW13,861—+13,861——$125.7K—2026-11-05
Key Capital Management, Inc
INCREASED12,625334+12,291+3680%$3.1K$113.1K+$110.0K2026-11-03
GenWealth Group, Inc.
UNCHANGED10,62810,62800%$99.7K$96.4K-$3.3K2026-10-16
Pinnacle Associates LTD
UNCHANGED10,22810,22800%$95.9K$92.8K-$3.2K2026-10-20
WealthBridge Capital Management, LLC
UNCHANGED10,00010,00000%$93.8K$90.7K-$3.1K2026-10-16
US Bancorp \de\
UNCHANGED10,00010,00000%$93.8K$90.7K-$3.1K2026-11-05
Allworth Financial LP
UNCHANGED8,3238,32300%$78.1K$78.1K$02026-11-06
Harbour Investments, Inc.
UNCHANGED6,4616,46100%$60.6K$58.6K-$2.0K2026-11-09
Fifth Third Bancorp
UNCHANGED3,2003,20000%$30.0K$29.0K-$9862026-11-05
Farther Finance Advisors, LLC
INCREASED2,4892,482+7+0%$23.3K$22.6K-$6972026-10-08
SBI Securities Co., Ltd.
DECREASED1,9002,067-167-8%$19.4K$17.2K-$2.2K2026-10-22
Latitude Advisors, LLC
NEW622—+622——$5.6K—2026-10-27
Triumph Capital Management
UNCHANGED50050000%$4.7K$4.5K-$1542026-10-14
Fortis Group Advisors, LLC
UNCHANGED50050000%$4.7K$4.5K-$1542026-11-06
Princeton Global Asset Management LLC
NEW76—+76——$689—2026-10-21
International Assets Investment Management, LLC
CLOSED01,200-1,200-100%$11.1K$0-$11.1K2026-11-02
Morgan Stanley
N/A—242,777-242,777-100%$2.3M———
Bank of America Corp
N/A—233,333-233,333-100%$2.2M———
UBS Group AG
N/A—172,563-172,563-100%$1.6M———
Wells Fargo & Company
N/A—165,620-165,620-100%$1.6M———
Envestnet Asset Management Inc
N/A—158,142-158,142-100%$1.5M———
Raymond James Financial Inc
N/A—114,021-114,021-100%$1.1M———
Global Retirement Partners, LLC
N/A—79,100-79,100-100%$741.8K———
NewEdge Advisors, LLC
N/A—68,723-68,723-100%$644.5K———
SEI Investments Co
N/A—65,262-65,262-100%$612.0K———
Ameriprise Financial Inc
N/A—31,405-31,405-100%$294.5K———
Advisory Services Network, LLC
N/A—27,567-27,567-100%$258.5K———
Osaic Holdings, Inc.
N/A—25,075-25,075-100%$235.2K———
Susquehanna International Group, LLP
N/A—23,720-23,720-100%$222.4K———
Cary Street Partners Financial LLC
N/A—19,017-19,017-100%$178.3K———
Royal Bank of Canada
N/A—5,854-5,854-100%$55.0K———
Synergy Investment Management, LLC
N/A—4,197-4,197-100%$39.4K———
Ankerstar Wealth, LLC
N/A—2,244-2,244-100%$21.0K———
Burnham & Co LLC
N/A—2,000-2,000-100%$18.8K———
FMR LLC
N/A—1,733-1,733-100%$16.3K———
BFC Planning, Inc.
N/A—1,637-1,637-100%$15.4K———
AE Wealth Management LLC
N/A—1,188-1,188-100%$11.1K———
Founders Financial Alliance, LLC
N/A—1,040-1,040-100%$9.8K———
UBS Asset Management Americas LLC
N/A—1,000-1,000-100%$9.4K———
SHP Wealth Management
N/A—900-900-100%$8.4K———
Showing 47 of 47 institutions