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Global X S&P 500 Collar 95 (XCLR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Kingswood Wealth Advisors, LLC
INCREASED
Shares73,030 from 29,910
Change+43,120 (+144%)
Value$2.0M (+$1.2M)
Filed 2026-10-23
UBS Group AG
NEW
Shares462
Change+462
Value$12.9K
Filed 2026-11-10
IFP Advisors, Inc
INCREASED
Shares25 from 20
Change+5 (+25%)
Value$696 (+$146)
Filed 2026-10-16
Old Mission Capital LLC
N/A
Shares— from 12,313
Change-12,313 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 11,275
Change-11,275 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 8,919
Change-8,919 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Kingswood Wealth Advisors, LLC
INCREASED73,03029,910+43,120+144%$823.0K$2.0M+$1.2M2026-10-23
UBS Group AG
NEW462—+462——$12.9K—2026-11-10
IFP Advisors, Inc
INCREASED2520+5+25%$550$696+$1462026-10-16
Old Mission Capital LLC
N/A—12,313-12,313-100%$338.8K———
Susquehanna International Group, LLP
N/A—11,275-11,275-100%$310.2K———
Envestnet Asset Management Inc
N/A—8,919-8,919-100%$245.4K———
Morgan Stanley
N/A—1-1-100%$37———
Showing 7 of 7 institutions