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Global X Nasdaq 100 Covc GRW (QYLG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares270,375 from 217,326
Change+53,049 (+24%)
Value$8.2M (+$1.6M)
Filed 2026-11-06
PMG Family Office LLC
INCREASED
Shares100,915 from 99,572
Change+1,343 (+1%)
Value$3.1M (+$51.7K)
Filed 2026-10-19
Farther Finance Advisors, LLC
INCREASED
Shares32,220 from 5,059
Change+27,161 (+537%)
Value$980.1K (+$826.8K)
Filed 2026-10-08
Triumph Capital Management
UNCHANGED
Shares20,138 from 20,138
Change0 (0%)
Value$612.6K (+$2.2K)
Filed 2026-10-14
IFP Advisors, Inc
INCREASED
Shares20,082 from 362
Change+19,720 (+5448%)
Value$610.9K (+$599.9K)
Filed 2026-10-16
Dynamic Advisor Solutions LLC
DECREASED
Shares17,908 from 18,030
Change-122 (-1%)
Value$544.7K (-$1.7K)
Filed 2026-10-13
1834 Investment Advisors Co
NEW
Shares13,984
Change+13,984
Value$425.4K
Filed 2026-10-16
Certior Financial Group, LLC
DECREASED
Shares11,177 from 12,265
Change-1,088 (-9%)
Value$340.0K (-$31.8K)
Filed 2026-10-19
SBI Securities Co., Ltd.
DECREASED
Shares10,743 from 12,116
Change-1,373 (-11%)
Value$326.8K (-$40.4K)
Filed 2026-10-22
Commonwealth Equity Services, LLC
INCREASED
Shares10,438 from 7,802
Change+2,636 (+34%)
Value$317.5K (+$81.1K)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares10,412 from 10,339
Change+73 (+1%)
Value$316.7K (+$3.4K)
Filed 2026-11-02
International Assets Investment Management, LLC
UNCHANGED
Shares10,066 from 10,066
Change0 (0%)
Value$306.7K (+$4.4K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares8,959 from 7,097
Change+1,862 (+26%)
Value$273.0K (+$58.0K)
Filed 2026-11-02
Money Concepts Capital Corp
NEW
Shares8,550
Change+8,550
Value$260.1K
Filed 2026-11-06
Opal Wealth Advisors, LLC
NEW
Shares6,983
Change+6,983
Value$212.4K
Filed 2026-10-16
Lanark Financial, Inc.
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$33.5K (+$120)
Filed 2026-10-26
Harbor Asset Planning, Inc.
UNCHANGED
Shares580 from 580
Change0 (0%)
Value$17.6K (+$63)
Filed 2026-10-23
Allworth Financial LP
NEW
Shares102
Change+102
Value$3.1K
Filed 2026-11-06
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$305 (+$1)
Filed 2026-10-23
Comprehensive Financial Consultants Institutional, Inc.
CLOSED
Shares0 from 15,199
Change-15,199 (-100%)
Value$0 (-$460.7K)
Filed 2026-10-15
Asset Dedication, LLC
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$3.0K)
Filed 2026-11-03
Cetera Investment Advisers
N/A
Shares— from 93,688
Change-93,688 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 61,414
Change-61,414 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 42,914
Change-42,914 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 40,986
Change-40,986 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 38,345
Change-38,345 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 37,914
Change-37,914 (-100%)
Value—
Cannon Wealth Management Services, LLC
N/A
Shares— from 30,251
Change-30,251 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 24,037
Change-24,037 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 16,650
Change-16,650 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 14,929
Change-14,929 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 14,111
Change-14,111 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 13,697
Change-13,697 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1,101
Change-1,101 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 850
Change-850 (-100%)
Value—
FMR LLC
N/A
Shares— from 819
Change-819 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 85
Change-85 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 16
Change-16 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
LPL Financial LLC
INCREASED270,375217,326+53,049+24%$6.6M$8.2M+$1.6M2026-11-06
PMG Family Office LLC
INCREASED100,91599,572+1,343+1%$3.0M$3.1M+$51.7K2026-10-19
Farther Finance Advisors, LLC
INCREASED32,2205,059+27,161+537%$153.3K$980.1K+$826.8K2026-10-08
Triumph Capital Management
UNCHANGED20,13820,13800%$610.4K$612.6K+$2.2K2026-10-14
IFP Advisors, Inc
INCREASED20,082362+19,720+5448%$11.0K$610.9K+$599.9K2026-10-16
Dynamic Advisor Solutions LLC
DECREASED17,90818,030-122-1%$546.5K$544.7K-$1.7K2026-10-13
1834 Investment Advisors Co
NEW13,984—+13,984——$425.4K—2026-10-16
Certior Financial Group, LLC
DECREASED11,17712,265-1,088-9%$371.8K$340.0K-$31.8K2026-10-19
SBI Securities Co., Ltd.
DECREASED10,74312,116-1,373-11%$367.2K$326.8K-$40.4K2026-10-22
Commonwealth Equity Services, LLC
INCREASED10,4387,802+2,636+34%$236.5K$317.5K+$81.1K2026-11-02
Kestra Advisory Services, LLC
INCREASED10,41210,339+73+1%$313.4K$316.7K+$3.4K2026-11-02
International Assets Investment Management, LLC
UNCHANGED10,06610,06600%$302.3K$306.7K+$4.4K2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED8,9597,097+1,862+26%$215.0K$273.0K+$58.0K2026-11-02
Money Concepts Capital Corp
NEW8,550—+8,550——$260.1K—2026-11-06
Opal Wealth Advisors, LLC
NEW6,983—+6,983——$212.4K—2026-10-16
Lanark Financial, Inc.
UNCHANGED1,1001,10000%$33.3K$33.5K+$1202026-10-26
Harbor Asset Planning, Inc.
UNCHANGED58058000%$17.6K$17.6K+$632026-10-23
Allworth Financial LP
NEW102—+102——$3.1K—2026-11-06
Dhjj Financial Advisors, Ltd.
UNCHANGED101000%$304$305+$12026-10-23
Comprehensive Financial Consultants Institutional, Inc.
CLOSED015,199-15,199-100%$460.7K$0-$460.7K2026-10-15
Asset Dedication, LLC
CLOSED0100-100-100%$3.0K$0-$3.0K2026-11-03
Cetera Investment Advisers
N/A—93,688-93,688-100%$2.8M———
Bank of America Corp
N/A—61,414-61,414-100%$1.9M———
BFC Planning, Inc.
N/A—42,914-42,914-100%$1.3M———
Raymond James Financial Inc
N/A—40,986-40,986-100%$1.2M———
Osaic Holdings, Inc.
N/A—38,345-38,345-100%$1.2M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—37,914-37,914-100%$1.1M———
Cannon Wealth Management Services, LLC
N/A—30,251-30,251-100%$916.9K———
Private Advisor Group, LLC
N/A—24,037-24,037-100%$728.6K———
Comprehensive Money Management Services LLC
N/A—16,650-16,650-100%$504.7K———
Envestnet Asset Management Inc
N/A—14,929-14,929-100%$452.5K———
Royal Bank of Canada
N/A—14,111-14,111-100%$428.0K———
Old Mission Capital LLC
N/A—13,697-13,697-100%$415.2K———
Harbour Investments, Inc.
N/A—1,101-1,101-100%$33.4K———
Jones Financial Companies Lllp
N/A—850-850-100%$24.9K———
FMR LLC
N/A—819-819-100%$24.8K———
NewEdge Advisors, LLC
N/A—85-85-100%$2.6K———
Arax Advisory Partners
N/A—16-16-100%$485———
Wells Fargo & Company
N/A—1-1-100%$21———
Showing 39 of 39 institutions