Vault-13

GLOBAL X FDS AGNG

AGING POPULATION · ETP · CUSIP 37954Y772

46 institutional holders +4 vs Q1 2026
790,191790.2k shares reported held*
$28.5mreported value*
6 new 18 added 9 reduced 3 sold out net bought ≈ $2.0m (+55.6k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $36.04.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0204060Q3 22: 20Q4 22: 22Q1 23: 20Q2 23: 25Q3 23: 22Q4 23: 24Q1 24: 31Q2 24: 30Q3 24: 31Q4 24: 35Q1 25: 36Q2 25: 30Q3 25: 32Q4 25: 37Q1 26: 42Q2 26: 4646Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202220
Q4 202222
Q1 202320
Q2 202325
Q3 202322
Q4 202324
Q1 202431
Q2 202430
Q3 202431
Q4 202435
Q1 202536
Q2 202530
Q3 202532
Q4 202537
Q1 202642
Q2 202646

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q3 24: 17 bought or addedQ3 24: 7 cut or sold outQ4 24: 13 bought or addedQ4 24: 12 cut or sold outQ4 24Q1 25: 14 bought or addedQ1 25: 13 cut or sold outQ2 25: 8 bought or addedQ2 25: 19 cut or sold outQ2 25Q3 25: 14 bought or addedQ3 25: 14 cut or sold outQ4 25: 16 bought or addedQ4 25: 15 cut or sold outQ4 25Q1 26: 26 bought or addedQ1 26: 10 cut or sold outQ2 26: 24 bought or addedQ2 26: 12 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024177
Q4 20241312
Q1 20251413
Q2 2025819
Q3 20251414
Q4 20251615
Q1 20262610
Q2 20262412

Biggest buyers

Paller Financial Services Inc Added +53,711+53.7k
Cetera Investment Advisers Added +31,368+31.4k
CITADEL ADVISORS LLC Added +24,593+24.6k
FLOW TRADERS U.S. LLC Added +15,883+15.9k
Cambridge Investment Research Advisors, Inc. Added +12,122+12.1k
INDEPENDENT FINANCIAL GROUP, LLC Added +4,886+4.9k
BANK OF AMERICA CORP /DE/ Added +4,067+4.1k
Lido Advisors, LLC Added +3,469+3.5k
NewEdge Advisors, LLC Added +2,750+2.8k
Connecticut Capital Management Group, LLC Added +2,735+2.7k

Biggest sellers

GTS SECURITIES LLC Sold out -32,329-32.3k
Bright Futures Wealth Management, LLC. Reduced -30,062-30.1k
JANE STREET GROUP, LLC Reduced -20,641-20.6k
REDW Wealth LLC Reduced -11,852-11.9k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -11,559-11.6k
OSAIC HOLDINGS, INC. Reduced -1,203-1.2k
RAYMOND JAMES FINANCIAL INC Reduced -513-513
OPPENHEIMER & CO INC Reduced -418-418
Arkadios Wealth Advisors Reduced -254-254
SIMPLEX TRADING, LLC Reduced -147-147

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 102,968103.0k $3.7m $3.7m 0.00% Added +31.4k +31,368
2 Paller Financial Services Inc 2.31% of their portfolio CENTENNIAL, CO 85,90785.9k $3.1m $3.1m 2.31% Added +53.7k +53,711
3 Aspire Capital Advisors LLC 0.47% of their portfolio SEATTLE, WA 67,44067.4k $2.4m $2.4m 0.47% Added +2.6k +2,641
4 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 55,64255.6k $2.0m $2.0m 0.00% Added +24.6k +24,593
5 INDEPENDENT FINANCIAL GROUP, LLC 0.04% of their portfolio SAN DIEGO, CA 54,76554.8k $2.0m $2.0m 0.04% Added +4.9k +4,886
6 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 40,30940.3k $1.5m $1.5m 0.00% Added +2.5k +2,478
7 Daiwa Securities Group Inc. 0.00% of their portfolio CHIYODA-KU,TOKYO, M0 40,00040.0k $1.4m $1.4m 0.00% Unchanged
8 FLOW TRADERS U.S. LLC 0.06% of their portfolio NEW YORK, NY 37,21037.2k $1.3m $1.3m 0.06% Added +15.9k +15,883
9 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 36,85036.9k $1.3m $1.3m 0.00% Reduced -513 -513
10 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 36,14536.1k $1.3m $1.3m 0.00% Added +4.1k +4,067
11 Lido Advisors, LLC 0.00% of their portfolio Los Angeles, CA 29,17929.2k $1.1m $1.1m 0.00% Added +3.5k +3,469
12 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 28,91028.9k $1.0m $1.0m 0.00% Added +2.8k +2,750
13 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 27,06327.1k $974.7k $974.7k 0.00% Reduced -20.6k -20,641
14 Bright Futures Wealth Management, LLC. 0.56% of their portfolio WEBSTER, NY 14580, NY 23,86623.9k $859.6k $859.6k 0.56% Reduced -30.1k -30,062
15 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 18,20818.2k $656.0k $656.0k 0.00% Added +12.1k +12,122
16 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 16,65116.7k $599.8k $599.8k 0.00% Reduced -1.2k -1,203
17 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 15,46315.5k $556.9k $556.9k 0.01% Reduced -418 -418
18 Oder Investment Management, LLC 0.27% of their portfolio WOODLAND HILLS, CA 11,25811.3k $405.5k $405.5k 0.27% Unchanged
19 Connecticut Capital Management Group, LLC 0.25% of their portfolio MILFORD, CT 8,5898.6k $309.3k $309.3k 0.25% Added +2.7k +2,735
20 Stratos Wealth Partners, LTD. 0.00% of their portfolio BEACHWOOD, OH 7,8817.9k $283.8k $283.8k 0.00% Unchanged
21 REDW Wealth LLC 0.10% of their portfolio ALBUQUERQUE, NM 7,5797.6k $273.0k $273.0k 0.10% Reduced -11.9k -11,852
22 Arkadios Wealth Advisors 0.00% of their portfolio ATLANTA, GA 6,8936.9k $248.2k $248.2k 0.00% Reduced -254 -254
23 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 6,7576.8k $243.4k $243.4k 0.00% Unchanged
24 SWEENEY & MICHEL, LLC 0.06% of their portfolio CHICO, CA 6,1636.2k $233.7k $233.7k 0.06% Added +310 +310
25 NORTHBRIDGE FINANCIAL GROUP, LLC 0.08% of their portfolio TAMPA, FL 5,9936.0k $215.9k $215.9k 0.08% Reduced -105 -105
26 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 3,4003.4k $122.5k $122.5k 0.00% Added +500 +500
27 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 2,0002.0k $72.0k $72.0k 0.00% Unchanged
28 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 1,5911.6k $57.3k $57.3k 0.00% New
29 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 1,3981.4k $50.4k $50.4k 0.00% First filing
30 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 611611 $22.0k $22.0k 0.00% Unchanged
31 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 600600 $21.6k $21.6k 0.00% Unchanged
32 Ashton Thomas Private Wealth, LLC 0.00% of their portfolio SCOTTSDALE, AZ 564564 $20.3k $20.3k 0.00% Added +212 +212
33 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 356356 $12.8k $12.8k 0.00% New
34 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 352352 $12.7k $12.7k 0.00% Added +352 +352
35 Rossby Financial, LCC 0.00% of their portfolio MELBOURNE, FL 246246 $8.9k $8.9k 0.00% Added +201 +201
36 LFA - Lugano Financial Advisors SA 0.01% of their portfolio LUGANO, V8 236236 $8.5k $8.5k 0.01% New
37 FMR LLC 0.00% of their portfolio BOSTON, MA 215215 $7.7k $7.7k 0.00% Unchanged
38 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 200200 $7.2k $7.2k 0.00% New
39 Elevated Capital Advisors, LLC 0.00% of their portfolio SANDY, UT 179179 $6.4k $6.4k 0.00% Unchanged
40 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 170170 $6.0k $6.0k 0.00% New
41 Realta Investment Advisors 0.00% of their portfolio WILMINGTON, DE 158158 $5.7k $5.7k 0.00% Added +18 +18
42 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 124124 $4.5k $4.5k 0.00% Unchanged
43 SIMPLEX TRADING, LLC 0.00% of their portfolio CHICAGO, IL 6363 $2.3k $2.3k 0.00% Reduced -147 -147
44 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 2222 $792 $792 0.00% Unchanged
45 Richard W. Paul & Associates, LLC 0.00% of their portfolio NOVI, MI 1717 $612 $612 0.00% Unchanged
46 VALLEY NATIONAL ADVISERS INC 0.00% of their portfolio BETHLEHEM, PA 00 $9 $9 0.00% New