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Global X FDS

Q1 2024 vs Q2 2024

Comparing institutional holders between quarters

Quarters

Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
San Luis Wealth Advisors LLC
DECREASED
Shares14,724 from 60,550
Change-45,826 (-76%)
Value$1.5K (-$42)
Filed 2024-07-12
Osaic Holdings, Inc.
DECREASED
Shares665 from 6,760
Change-6,095 (-90%)
Value$16.7K (-$153.1K)
Filed 2024-08-13
Blue Trust, Inc.
UNCHANGED
Shares248 from 248
Change0 (0%)
Value$6.2K ($0)
Filed 2024-07-18
CWM, LLC
DECREASED
Shares12 from 50
Change-38 (-76%)
Value$1 ($0)
Filed 2024-07-10
Flputnam Investment Management Co
CLOSED
Shares0 from 1,853,095
Change-1,853,095 (-100%)
Value$0 (-$46.5M)
Filed 2024-08-14
LPL Financial LLC
CLOSED
Shares0 from 1,781,543
Change-1,781,543 (-100%)
Value$0 (-$44.8M)
Filed 2024-08-07
Centaurus Financial, Inc.
CLOSED
Shares0 from 333,284
Change-333,284 (-100%)
Value$0 (-$8.4K)
Filed 2024-09-23
Wealth Enhancement Advisory Services, LLC
CLOSED
Shares0 from 278,042
Change-278,042 (-100%)
Value$0 (-$7.0M)
Filed 2024-07-16
Alaethes Wealth, LLC
CLOSED
Shares0 from 215,765
Change-215,765 (-100%)
Value$0 (-$5.4M)
Filed 2024-08-13
Truist Financial Corp
CLOSED
Shares0 from 112,908
Change-112,908 (-100%)
Value$0 (-$2.8M)
Filed 2024-08-21
Envestnet Asset Management Inc
CLOSED
Shares0 from 100,914
Change-100,914 (-100%)
Value$0 (-$2.5M)
Filed 2024-08-08
Citadel Advisors LLC
CLOSED
Shares0 from 89,688
Change-89,688 (-100%)
Value$0 (-$2.3M)
Filed 2024-08-14
CreativeOne Wealth, LLC
CLOSED
Shares0 from 76,889
Change-76,889 (-100%)
Value$0 (-$1.9K)
Filed 2024-08-14
Cetera Investment Advisers
CLOSED
Shares0 from 69,154
Change-69,154 (-100%)
Value$0 (-$1.7M)
Filed 2024-08-22
Nottingham Advisors, Inc.
CLOSED
Shares0 from 60,375
Change-60,375 (-100%)
Value$0 (-$1.5M)
Filed 2024-08-02
Beverly Hills Private Wealth, LLC
CLOSED
Shares0 from 47,200
Change-47,200 (-100%)
Value$0 (-$1.2M)
Filed 2024-08-08
HBW Advisory Services LLC
CLOSED
Shares0 from 42,525
Change-42,525 (-100%)
Value$0 (-$1.1K)
Filed 2024-07-05
MGO One Seven LLC
CLOSED
Shares0 from 41,278
Change-41,278 (-100%)
Value$0 (-$1.0M)
Filed 2024-08-07
L.M. Kohn & Company
CLOSED
Shares0 from 38,900
Change-38,900 (-100%)
Value$0 (-$977.2K)
Filed 2024-07-31
Concurrent Investment Advisors, LLC
CLOSED
Shares0 from 32,463
Change-32,463 (-100%)
Value$0 (-$815.4K)
Filed 2024-07-30
Capital Investment Advisory Services, LLC
CLOSED
Shares0 from 21,902
Change-21,902 (-100%)
Value$0 (-$550.2K)
Filed 2024-08-14
Commonwealth Equity Services, LLC
CLOSED
Shares0 from 21,900
Change-21,900 (-100%)
Value$0 (-$550)
Filed 2024-07-31
Prospera Financial Services Inc
CLOSED
Shares0 from 20,500
Change-20,500 (-100%)
Value$0 (-$515.0K)
Filed 2024-08-13
Stratos Wealth Partners, Ltd.
CLOSED
Shares0 from 20,206
Change-20,206 (-100%)
Value$0 (-$507.6K)
Filed 2024-07-24
Gerber Kawasaki Wealth & Investment Management
CLOSED
Shares0 from 20,084
Change-20,084 (-100%)
Value$0 (-$504.5K)
Filed 2024-08-13
Raymond James Financial Services Advisors, Inc.
CLOSED
Shares0 from 16,812
Change-16,812 (-100%)
Value$0 (-$422.3K)
Filed 2024-07-19
Ameritas Advisory Services, LLC
CLOSED
Shares0 from 13,008
Change-13,008 (-100%)
Value$0 (-$326.9K)
Filed 2024-07-29
GeoWealth Management, LLC
CLOSED
Shares0 from 10,699
Change-10,699 (-100%)
Value$0 (-$268.8K)
Filed 2024-08-12
Woodard & Co Asset Management Group Inc
CLOSED
Shares0 from 9,580
Change-9,580 (-100%)
Value$0 (-$240.7K)
Filed 2024-07-31
Patriot Financial Group Insurance Agency, LLC
CLOSED
Shares0 from 9,198
Change-9,198 (-100%)
Value$0 (-$231.1K)
Filed 2024-07-26
Rothschild Investment LLC
CLOSED
Shares0 from 7,000
Change-7,000 (-100%)
Value$0 (-$175.8K)
Filed 2024-07-31
Global Retirement Partners, LLC
CLOSED
Shares0 from 3,717
Change-3,717 (-100%)
Value$0 (-$93.4K)
Filed 2024-07-23
Creative Financial Designs Inc
CLOSED
Shares0 from 2,200
Change-2,200 (-100%)
Value$0 (-$55.3K)
Filed 2024-08-06
Community Bank, N.A.
CLOSED
Shares0 from 664
Change-664 (-100%)
Value$0 (-$16.7K)
Filed 2024-08-14
PSI Advisors, LLC
CLOSED
Shares0 from 299
Change-299 (-100%)
Value$0 (-$7.5K)
Filed 2024-07-23
NewEdge Advisors, LLC
CLOSED
Shares0 from 270
Change-270 (-100%)
Value$0 (-$6.8K)
Filed 2024-08-16
FMR LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$25)
Filed 2026-11-05
Morgan Stanley
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$25)
Filed 2025-05-14
Proequities, Inc.
CLOSED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2024-07-23
Status
San Luis Wealth Advisors LLC
DECREASED14,72460,550-45,826-76%$1.5K$1.5K-$422024-07-12
Osaic Holdings, Inc.
DECREASED6656,760-6,095-90%$169.8K$16.7K-$153.1K2024-08-13
Blue Trust, Inc.
UNCHANGED24824800%$6.2K$6.2K$02024-07-18
CWM, LLC
DECREASED1250-38-76%$1$1$02024-07-10
Flputnam Investment Management Co
CLOSED01,853,095-1,853,095-100%$46.5M$0-$46.5M2024-08-14
LPL Financial LLC
CLOSED01,781,543-1,781,543-100%$44.8M$0-$44.8M2024-08-07
Centaurus Financial, Inc.
CLOSED0333,284-333,284-100%$8.4K$0-$8.4K2024-09-23
Wealth Enhancement Advisory Services, LLC
CLOSED0278,042-278,042-100%$7.0M$0-$7.0M2024-07-16
Alaethes Wealth, LLC
CLOSED0215,765-215,765-100%$5.4M$0-$5.4M2024-08-13
Truist Financial Corp
CLOSED0112,908-112,908-100%$2.8M$0-$2.8M2024-08-21
Envestnet Asset Management Inc
CLOSED0100,914-100,914-100%$2.5M$0-$2.5M2024-08-08
Citadel Advisors LLC
CLOSED089,688-89,688-100%$2.3M$0-$2.3M2024-08-14
CreativeOne Wealth, LLC
CLOSED076,889-76,889-100%$1.9K$0-$1.9K2024-08-14
Cetera Investment Advisers
CLOSED069,154-69,154-100%$1.7M$0-$1.7M2024-08-22
Nottingham Advisors, Inc.
CLOSED060,375-60,375-100%$1.5M$0-$1.5M2024-08-02
Beverly Hills Private Wealth, LLC
CLOSED047,200-47,200-100%$1.2M$0-$1.2M2024-08-08
HBW Advisory Services LLC
CLOSED042,525-42,525-100%$1.1K$0-$1.1K2024-07-05
MGO One Seven LLC
CLOSED041,278-41,278-100%$1.0M$0-$1.0M2024-08-07
L.M. Kohn & Company
CLOSED038,900-38,900-100%$977.2K$0-$977.2K2024-07-31
Concurrent Investment Advisors, LLC
CLOSED032,463-32,463-100%$815.4K$0-$815.4K2024-07-30
Capital Investment Advisory Services, LLC
CLOSED021,902-21,902-100%$550.2K$0-$550.2K2024-08-14
Commonwealth Equity Services, LLC
CLOSED021,900-21,900-100%$550$0-$5502024-07-31
Prospera Financial Services Inc
CLOSED020,500-20,500-100%$515.0K$0-$515.0K2024-08-13
Stratos Wealth Partners, Ltd.
CLOSED020,206-20,206-100%$507.6K$0-$507.6K2024-07-24
Gerber Kawasaki Wealth & Investment Management
CLOSED020,084-20,084-100%$504.5K$0-$504.5K2024-08-13
Raymond James Financial Services Advisors, Inc.
CLOSED016,812-16,812-100%$422.3K$0-$422.3K2024-07-19
Ameritas Advisory Services, LLC
CLOSED013,008-13,008-100%$326.9K$0-$326.9K2024-07-29
GeoWealth Management, LLC
CLOSED010,699-10,699-100%$268.8K$0-$268.8K2024-08-12
Woodard & Co Asset Management Group Inc
CLOSED09,580-9,580-100%$240.7K$0-$240.7K2024-07-31
Patriot Financial Group Insurance Agency, LLC
CLOSED09,198-9,198-100%$231.1K$0-$231.1K2024-07-26
Rothschild Investment LLC
CLOSED07,000-7,000-100%$175.8K$0-$175.8K2024-07-31
Global Retirement Partners, LLC
CLOSED03,717-3,717-100%$93.4K$0-$93.4K2024-07-23
Creative Financial Designs Inc
CLOSED02,200-2,200-100%$55.3K$0-$55.3K2024-08-06
Community Bank, N.A.
CLOSED0664-664-100%$16.7K$0-$16.7K2024-08-14
PSI Advisors, LLC
CLOSED0299-299-100%$7.5K$0-$7.5K2024-07-23
NewEdge Advisors, LLC
CLOSED0270-270-100%$6.8K$0-$6.8K2024-08-16
FMR LLC
CLOSED01-1-100%$25$0-$252026-11-05
Morgan Stanley
CLOSED01-1-100%$25$0-$252025-05-14
Proequities, Inc.
CLOSED000—$0$0$02024-07-23
Showing 39 of 39 institutions