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Global X DOW 30 COV Call ETF (DJIA)

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
Shares1,045,207 from 989,506
Change+55,701 (+6%)
Value$23.2M (+$1.3M)
Filed 2026-11-06
J.W. Cole Advisors, Inc.
DECREASED
Shares457,890 from 467,472
Change-9,582 (-2%)
Value$10.2M (-$175.5K)
Filed 2026-11-05
XML Financial, LLC
INCREASED
Shares279,316 from 271,811
Change+7,505 (+3%)
Value$6.2M (+$188.5K)
Filed 2026-10-29
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares65,890 from 50,264
Change+15,626 (+31%)
Value$1.5M (+$351.0K)
Filed 2026-11-02
NWF Advisory Services Inc.
DECREASED
Shares50,100 from 50,400
Change-300 (-1%)
Value$1.1M (-$2.6K)
Filed 2026-10-19
PMG Family Office LLC
DECREASED
Shares25,410 from 26,086
Change-676 (-3%)
Value$564.6K (-$12.9K)
Filed 2026-10-19
Great Valley Advisor Group, Inc.
NEW
Shares24,123
Change+24,123
Value$536.0K
Filed 2026-11-09
International Assets Investment Management, LLC
INCREASED
Shares23,276 from 23,106
Change+170 (+1%)
Value$515.1K (+$4.9K)
Filed 2026-11-02
Harbour Investments, Inc.
INCREASED
Shares23,040 from 21,652
Change+1,388 (+6%)
Value$511.9K (+$32.6K)
Filed 2026-11-09
Kestra Private Wealth Services, LLC
INCREASED
Shares18,769 from 18,324
Change+445 (+2%)
Value$417.0K (+$11.4K)
Filed 2026-11-06
Murphy & Mullick Capital Management Corp
INCREASED
Shares12,964 from 12,935
Change+29 (+0%)
Value$288.1K (+$1.7K)
Filed 2026-11-02
Tactive Advisors, LLC
DECREASED
Shares11,476 from 12,385
Change-909 (-7%)
Value$255.0K (-$19.2K)
Filed 2026-10-08
Valicenti Advisory Services Inc
UNCHANGED
Shares9,740 from 9,740
Change0 (0%)
Value$216.0K (+$215.8K)
Filed 2026-10-23
Founders Financial Alliance, LLC
DECREASED
Shares8,051 from 8,480
Change-429 (-5%)
Value$178.9K (-$8.9K)
Filed 2026-11-10
Bank of Montreal
UNCHANGED
Shares7,145 from 7,145
Change0 (0%)
Value$158.8K (+$572)
Filed 2026-11-09
Cape Investment Advisory, Inc.
INCREASED
Shares5,743 from 2,880
Change+2,863 (+99%)
Value$127.6K (+$63.8K)
Filed 2026-10-13
Fifth Third Bancorp
INCREASED
Shares5,440 from 5,354
Change+86 (+2%)
Value$120.9K (+$2.3K)
Filed 2026-11-05
IFP Advisors, Inc
INCREASED
Shares5,207 from 4,696
Change+511 (+11%)
Value$115.7K (+$11.7K)
Filed 2026-10-16
SBI Securities Co., Ltd.
INCREASED
Shares3,593 from 3,535
Change+58 (+2%)
Value$79.8K (+$1.6K)
Filed 2026-10-22
FMR LLC
INCREASED
Shares2,091 from 91
Change+2,000 (+2198%)
Value$46.5K (+$44.4K)
Filed 2026-11-10
Triumph Capital Management
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$8.9K (+$32)
Filed 2026-10-14
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares163 from 163
Change0 (0%)
Value$3.6K (+$13)
Filed 2026-10-23
IFG Advisory, LLC
UNCHANGED
Shares130 from 130
Change0 (0%)
Value$2.9K (+$11)
Filed 2026-11-09
Kingdom Financial Group Llc.
NEW
Shares12
Change+12
Value$267
Filed 2026-11-04
Simplex Trading, LLC
DECREASED
Shares1 from 786
Change-785 (-100%)
Value$22 (-$17.4K)
Filed 2026-11-04
Citigroup Inc
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$22 ($0)
Filed 2026-11-04
FSM Wealth Advisors, LLC
CLOSED
Shares0 from 11,687
Change-11,687 (-100%)
Value$0 (-$258.8K)
Filed 2026-10-27
Beam Wealth Advisors, Inc.
CLOSED
Shares0 from 10,432
Change-10,432 (-100%)
Value$0 (-$231.0K)
Filed 2026-11-03
Private Trust Co NA
CLOSED
Shares0 from 9,017
Change-9,017 (-100%)
Value$0 (-$199.6K)
Filed 2026-10-20
PNC Financial Services Group, Inc.
CLOSED
Shares0 from 175
Change-175 (-100%)
Value$0 (-$3.9K)
Filed 2026-11-06
Abound Wealth Management
CLOSED
Shares0 from 36
Change-36 (-100%)
Value$0 (-$803)
Filed 2026-10-26
Osaic Holdings, Inc.
N/A
Shares— from 183,183
Change-183,183 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 91,269
Change-91,269 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 68,658
Change-68,658 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 65,612
Change-65,612 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 56,144
Change-56,144 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 52,766
Change-52,766 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 50,288
Change-50,288 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 44,954
Change-44,954 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 24,000
Change-24,000 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 21,205
Change-21,205 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 17,811
Change-17,811 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 14,418
Change-14,418 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 12,725
Change-12,725 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 12,350
Change-12,350 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 11,225
Change-11,225 (-100%)
Value—
Sonoma Allocations LLC
N/A
Shares— from 9,907
Change-9,907 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 717
Change-717 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 717
Change-717 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 600
Change-600 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 464
Change-464 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 463
Change-463 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 162
Change-162 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 62
Change-62 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
LPL Financial LLC
INCREASED1,045,207989,506+55,701+6%$21.9M$23.2M+$1.3M2026-11-06
J.W. Cole Advisors, Inc.
DECREASED457,890467,472-9,582-2%$10.3M$10.2M-$175.5K2026-11-05
XML Financial, LLC
INCREASED279,316271,811+7,505+3%$6.0M$6.2M+$188.5K2026-10-29
Cambridge Investment Research Advisors, Inc.
INCREASED65,89050,264+15,626+31%$1.1M$1.5M+$351.0K2026-11-02
NWF Advisory Services Inc.
DECREASED50,10050,400-300-1%$1.1M$1.1M-$2.6K2026-10-19
PMG Family Office LLC
DECREASED25,41026,086-676-3%$577.5K$564.6K-$12.9K2026-10-19
Great Valley Advisor Group, Inc.
NEW24,123—+24,123——$536.0K—2026-11-09
International Assets Investment Management, LLC
INCREASED23,27623,106+170+1%$510.2K$515.1K+$4.9K2026-11-02
Harbour Investments, Inc.
INCREASED23,04021,652+1,388+6%$479.4K$511.9K+$32.6K2026-11-09
Kestra Private Wealth Services, LLC
INCREASED18,76918,324+445+2%$405.7K$417.0K+$11.4K2026-11-06
Murphy & Mullick Capital Management Corp
INCREASED12,96412,935+29+0%$286.4K$288.1K+$1.7K2026-11-02
Tactive Advisors, LLC
DECREASED11,47612,385-909-7%$274.2K$255.0K-$19.2K2026-10-08
Valicenti Advisory Services Inc
UNCHANGED9,7409,74000%$216$216.0K+$215.8K2026-10-23
Founders Financial Alliance, LLC
DECREASED8,0518,480-429-5%$187.7K$178.9K-$8.9K2026-11-10
Bank of Montreal
UNCHANGED7,1457,14500%$158.2K$158.8K+$5722026-11-09
Cape Investment Advisory, Inc.
INCREASED5,7432,880+2,863+99%$63.8K$127.6K+$63.8K2026-10-13
Fifth Third Bancorp
INCREASED5,4405,354+86+2%$118.5K$120.9K+$2.3K2026-11-05
IFP Advisors, Inc
INCREASED5,2074,696+511+11%$104.0K$115.7K+$11.7K2026-10-16
SBI Securities Co., Ltd.
INCREASED3,5933,535+58+2%$78.3K$79.8K+$1.6K2026-10-22
FMR LLC
INCREASED2,09191+2,000+2198%$2.0K$46.5K+$44.4K2026-11-10
Triumph Capital Management
UNCHANGED40040000%$8.9K$8.9K+$322026-10-14
Dhjj Financial Advisors, Ltd.
UNCHANGED16316300%$3.6K$3.6K+$132026-10-23
IFG Advisory, LLC
UNCHANGED13013000%$2.9K$2.9K+$112026-11-09
Kingdom Financial Group Llc.
NEW12—+12——$267—2026-11-04
Simplex Trading, LLC
DECREASED1786-785-100%$17.4K$22-$17.4K2026-11-04
Citigroup Inc
UNCHANGED1100%$22$22$02026-11-04
FSM Wealth Advisors, LLC
CLOSED011,687-11,687-100%$258.8K$0-$258.8K2026-10-27
Beam Wealth Advisors, Inc.
CLOSED010,432-10,432-100%$231.0K$0-$231.0K2026-11-03
Private Trust Co NA
CLOSED09,017-9,017-100%$199.6K$0-$199.6K2026-10-20
PNC Financial Services Group, Inc.
CLOSED0175-175-100%$3.9K$0-$3.9K2026-11-06
Abound Wealth Management
CLOSED036-36-100%$803$0-$8032026-10-26
Osaic Holdings, Inc.
N/A—183,183-183,183-100%$4.1M———
Raymond James Financial Inc
N/A—91,269-91,269-100%$2.0M———
Royal Bank of Canada
N/A—68,658-68,658-100%$1.5M———
Janney Montgomery Scott LLC
N/A—65,612-65,612-100%$1.5M———
Cetera Investment Advisers
N/A—56,144-56,144-100%$1.2M———
Old Mission Capital LLC
N/A—52,766-52,766-100%$1.2M———
Stifel Financial Corp
N/A—50,288-50,288-100%$1.1M———
Envestnet Asset Management Inc
N/A—44,954-44,954-100%$995.3K———
Private Advisor Group, LLC
N/A—24,000-24,000-100%$531.4K———
Mutual Advisors, LLC
N/A—21,205-21,205-100%$469.5K———
WCG Wealth Advisors LLC
N/A—17,811-17,811-100%$394.3K———
MML Investors Services, LLC
N/A—14,418-14,418-100%$319.2K———
CreativeOne Wealth, LLC
N/A—12,725-12,725-100%$281.7K———
Citadel Advisors LLC
N/A—12,350-12,350-100%$273.4K———
Jaffetilchin Investment Partners, LLC
N/A—11,225-11,225-100%$248.5K———
Sonoma Allocations LLC
N/A—9,907-9,907-100%$219.6K———
BFC Planning, Inc.
N/A—717-717-100%$15.9K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—717-717-100%$15.9K———
Group One Trading LLC
N/A—600-600-100%$13.3K———
Wells Fargo & Company
N/A—464-464-100%$10.3K———
Morgan Stanley
N/A—463-463-100%$10.3K———
Wellington-Altus USA Inc.
N/A—162-162-100%$3.4K———
National Bank of Canada
N/A—62-62-100%$1.4K———
Global Retirement Partners, LLC
N/A—20-20-100%$443———
Kerr Financial Planning Corp
N/A—1-1-100%$23———
Showing 56 of 56 institutions