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Global X S&P 500 Qlty DIV (QDIV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares61,454 from 57,517
Change+3,937 (+7%)
Value$2.3M (+$207.9K)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares20,957 from 19,963
Change+994 (+5%)
Value$801.0K (+$58.0K)
Filed 2026-11-02
Compound Planning, Inc.
INCREASED
Shares16,009 from 14,905
Change+1,104 (+7%)
Value$612.1K (+$57.1K)
Filed 2026-11-05
XML Financial, LLC
DECREASED
Shares13,966 from 29,863
Change-15,897 (-53%)
Value$534.0K (-$578.0K)
Filed 2026-10-29
Sharkey, Howes & Javer
UNCHANGED
Shares7,355 from 7,355
Change0 (0%)
Value$281.2K (+$7.3K)
Filed 2026-10-22
Creative Planning
UNCHANGED
Shares7,217 from 7,217
Change0 (0%)
Value$275.9K (+$7.2K)
Filed 2026-11-02
Barclays PLC
UNCHANGED
Shares5,200 from 5,200
Change0 (0%)
Value$198.8K (+$5.2K)
Filed 2026-11-06
Transce3nd, LLC
NEW
Shares3,024
Change+3,024
Value$124.7K
Filed 2026-10-26
SBI Securities Co., Ltd.
DECREASED
Shares687 from 823
Change-136 (-17%)
Value$26.3K (-$4.4K)
Filed 2026-10-22
Compass Financial Management LLC
INCREASED
Shares455 from 453
Change+2 (+0%)
Value$17.4K (-$837)
Filed 2026-10-30
IFP Advisors, Inc
UNCHANGED
Shares407 from 407
Change0 (0%)
Value$15.6K (+$406)
Filed 2026-10-16
Signaturefd, LLC
INCREASED
Shares205 from 204
Change+1 (+0%)
Value$7.8K (+$257)
Filed 2026-10-23
Costello Asset Management, Inc
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$2.3K (+$76)
Filed 2026-10-30
APS Management Group, Inc.
CLOSED
Shares0 from 14,717
Change-14,717 (-100%)
Value$0 (-$548.1K)
Filed 2026-10-14
Harbour Investments, Inc.
N/A
Shares— from 81,196
Change-81,196 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 18,965
Change-18,965 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 5,954
Change-5,954 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 762
Change-762 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 644
Change-644 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 338
Change-338 (-100%)
Value—
UBS Group AG
N/A
Shares— from 234
Change-234 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 231
Change-231 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 208
Change-208 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 136
Change-136 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 65
Change-65 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 0
Change0
Value—
Status
LPL Financial LLC
INCREASED61,45457,517+3,937+7%$2.1M$2.3M+$207.9K2026-11-06
Cambridge Investment Research Advisors, Inc.
INCREASED20,95719,963+994+5%$743.0K$801.0K+$58.0K2026-11-02
Compound Planning, Inc.
INCREASED16,00914,905+1,104+7%$555.0K$612.1K+$57.1K2026-11-05
XML Financial, LLC
DECREASED13,96629,863-15,897-53%$1.1M$534.0K-$578.0K2026-10-29
Sharkey, Howes & Javer
UNCHANGED7,3557,35500%$273.9K$281.2K+$7.3K2026-10-22
Creative Planning
UNCHANGED7,2177,21700%$268.7K$275.9K+$7.2K2026-11-02
Barclays PLC
UNCHANGED5,2005,20000%$193.6K$198.8K+$5.2K2026-11-06
Transce3nd, LLC
NEW3,024—+3,024——$124.7K—2026-10-26
SBI Securities Co., Ltd.
DECREASED687823-136-17%$30.6K$26.3K-$4.4K2026-10-22
Compass Financial Management LLC
INCREASED455453+2+0%$18.2K$17.4K-$8372026-10-30
IFP Advisors, Inc
UNCHANGED40740700%$15.2K$15.6K+$4062026-10-16
Signaturefd, LLC
INCREASED205204+1+0%$7.6K$7.8K+$2572026-10-23
Costello Asset Management, Inc
UNCHANGED606000%$2.2K$2.3K+$762026-10-30
APS Management Group, Inc.
CLOSED014,717-14,717-100%$548.1K$0-$548.1K2026-10-14
Harbour Investments, Inc.
N/A—81,196-81,196-100%$3.0M———
Goldman Sachs Group Inc
N/A—18,965-18,965-100%$706.2K———
Susquehanna International Group, LLP
N/A—5,954-5,954-100%$221.7K———
Osaic Holdings, Inc.
N/A—762-762-100%$28.4K———
BFC Planning, Inc.
N/A—644-644-100%$24.0K———
AE Wealth Management LLC
N/A—338-338-100%$12.6K———
UBS Group AG
N/A—234-234-100%$8.7K———
NewEdge Advisors, LLC
N/A—231-231-100%$8.6K———
Aptus Capital Advisors, LLC
N/A—208-208-100%$7.7K———
Rockefeller Capital Management L.P.
N/A—136-136-100%$5.1K———
Bank of Montreal
N/A—65-65-100%$2.4K———
Wells Fargo & Company
N/A—00—$13———
Showing 26 of 26 institutions