Vault-13

GLOBAL X FDS SNSR

INTERNET OF THNG · ETP · CUSIP 37954Y780

69 institutional holders -8 vs Q3 2024
3,539,0153.5m shares reported held*
$123.5mreported value*
8 new 13 added 31 reduced 16 sold out net bought ≈ $16.7m (+478.4k 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 ≈ $34.91.

Trends to Q4 2024

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 86Q4 22: 94Q1 23: 98Q2 23: 94Q3 23: 88Q4 23: 91Q1 24: 88Q2 24: 87Q3 24: 77Q4 24: 6969Q3 22Q1 23Q3 23Q1 24Q3 24Q4 24
Numbers
QuarterHolders
Q3 202286
Q4 202294
Q1 202398
Q2 202394
Q3 202388
Q4 202391
Q1 202488
Q2 202487
Q3 202477
Q4 202469

Buyers vs sellers

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

Bought or addedCut or sold out
50050Q1 23: 45 bought or addedQ1 23: 41 cut or sold outQ2 23: 32 bought or addedQ2 23: 50 cut or sold outQ2 23Q3 23: 37 bought or addedQ3 23: 47 cut or sold outQ4 23: 28 bought or addedQ4 23: 50 cut or sold outQ4 23Q1 24: 37 bought or addedQ1 24: 43 cut or sold outQ2 24: 25 bought or addedQ2 24: 49 cut or sold outQ2 24Q3 24: 29 bought or addedQ3 24: 46 cut or sold outQ4 24: 21 bought or addedQ4 24: 47 cut or sold outQ4 24
Numbers
QuarterBought or addedCut or sold out
Q1 20234541
Q2 20233250
Q3 20233747
Q4 20232850
Q1 20243743
Q2 20242549
Q3 20242946
Q4 20242147

Biggest buyers

Modern Wealth Management, LLC New +611,536+611.5k
FLOW TRADERS U.S. LLC New +32,362+32.4k
CITADEL ADVISORS LLC New +17,596+17.6k
Apollon Wealth Management, LLC New +17,450+17.4k
Mirae Asset Global Investments Co., Ltd. Added +10,540+10.5k
Summit Financial, LLC New +9,190+9.2k
BANK OF AMERICA CORP /DE/ Added +8,478+8.5k
Focus Partners Wealth Added +6,990+7.0k
Atria Wealth Solutions, Inc. Added +5,818+5.8k
CWM, LLC Added +3,848+3.8k

Biggest sellers

PNC Financial Services Group, Inc. Reduced -48,978-49.0k
JANE STREET GROUP, LLC Reduced -45,069-45.1k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -17,715-17.7k
PRINCIPAL SECURITIES, INC. Reduced -16,374-16.4k
Clearwater Capital Advisors, LLC Reduced -13,787-13.8k
LPL Financial LLC Reduced -12,031-12.0k
Lido Advisors, LLC Reduced -10,517-10.5k
Insight Advisors, LLC/ PA Sold out -9,441-9.4k
Patten Group, Inc. Sold out -9,251-9.3k
MML INVESTORS SERVICES, LLC Sold out -9,206-9.2k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

No one currently above 5% in the filings since 19 Dec 2024.

Fell to 5% or below in the last year: PNC FINANCIAL SERVICES GROUP, INC. (3.7%, 2026-05-08)

Holders, Q4 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 709,647709.6k $24.8m $24.8m 0.00% Added +8.5k +8,478
2 Modern Wealth Management, LLC 0.80% of their portfolio KANSAS CITY, MO 611,536611.5k $21.3m $21.3m 0.80% New
3 PNC Financial Services Group, Inc. 0.01% of their portfolio Pittsburgh, PA 469,527469.5k $16.4m $16.4m 0.01% Reduced -49.0k -48,978
4 Clearwater Capital Advisors, LLC 1.21% of their portfolio HOFFMAN ESTATES, IL 354,273354.3k $12.4m $12.4m 1.21% Reduced -13.8k -13,787
5 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 157,966158.0k $5.5m $5.5m 0.00% Reduced -12.0k -12,031
6 PRINCIPAL SECURITIES, INC. 0.12% of their portfolio DES MOINES, IA 155,144155.1k $5.4m $5.4m 0.12% Reduced -16.4k -16,374
7 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 118,660118.7k $4.1m $4.1m 0.00% Reduced -7.7k -7,688
8 Lido Advisors, LLC 0.02% of their portfolio Los Angeles, CA 82,01682.0k $2.9m $2.9m 0.02% Reduced -10.5k -10,517
9 Mirae Asset Global Investments Co., Ltd. 0.01% of their portfolio SEOUL, M5 77,00077.0k $2.7m $2.7m 0.01% Added +10.5k +10,540
10 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 67,82767.8k $2.4m $2.4m 0.00% First filing
11 UBS Group AG 0.00% of their portfolio ZURICH, V8 64,07864.1k $2.2m $2.2m 0.00% Reduced -3.7k -3,694
12 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 62,21962.2k $2.2m $2.2m 0.00% Reduced -17.7k -17,715
13 Wealthcare Advisory Partners LLC 0.06% of their portfolio WEST CHESTER, PA 60,90060.9k $2.1m $2.1m 0.06% Added +1.9k +1,924
14 Family Office Research LLC 0.65% of their portfolio Bethesda, MD 42,25842.3k $1.5m $1.5m 0.65% First filing
15 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 41,83741.8k $1.5m $1.5m 0.00% Reduced -5.6k -5,594
16 FLOW TRADERS U.S. LLC 0.04% of their portfolio NEW YORK, NY 32,36232.4k $1.1m $1.1m 0.04% New
17 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 25,62225.6k $894.2k $894.2k 0.00% Reduced -5.1k -5,140
18 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 25,51925.5k $890.6k $890.6k 0.00% Reduced -45.1k -45,069
19 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 25,20225.2k $880.0k $880.0k 0.00% Reduced -635 -635
20 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 24,99025.0k $873.0k $873.0k 0.00% Reduced -4.2k -4,150
21 Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio ZURICH, V8 24,85524.9k $868.0k $868.0k 0.00% Reduced -922 -922
22 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 23,56023.6k $822.3k $822.3k 0.00% Added +1.6k +1,622
23 Mariner, LLC 0.00% of their portfolio Overland Park, KS 21,49921.5k $750.3k $750.3k 0.00% Added +541 +541
24 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 17,59617.6k $614.1k $614.1k 0.00% New
25 Apollon Wealth Management, LLC 0.01% of their portfolio MOUNT PLEASANT, SC 17,45017.4k $609.0k $609.0k 0.01% New
26 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 17,44117.4k $609.0k $609.0k 0.00% Reduced -2.6k -2,607
27 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 16,46216.5k $574.5k $574.5k 0.00% Added +7.0k +6,990
28 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 15,61315.6k $544.9k $544.9k 0.01% Reduced -2.2k -2,228
29 Apollon Financial, LLC 0.13% of their portfolio MOUNT PLEASANT, SC 14,79214.8k $516.3k $516.3k 0.13% Added +240 +240
30 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 12,83612.8k $448.0k $448.0k 0.00% Reduced -1.8k -1,835
31 Atria Wealth Solutions, Inc. 0.00% of their portfolio NEW YORK, NY 11,86411.9k $415.1k $415.1k 0.00% Added +5.8k +5,818
32 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 11,71211.7k $408.8k $408.8k 0.00% Reduced -1.2k -1,217
33 Prosperity Financial Group, Inc. 0.19% of their portfolio San Ramon, CA 10,76310.8k $375.6k $375.6k 0.19% Unchanged
34 Financial Advocates Investment Management 0.02% of their portfolio OLYMPIA, WA 10,55410.6k $368.3k $368.3k 0.02% Unchanged
35 Summit Financial, LLC 0.01% of their portfolio PARSIPPANY, NJ 9,1909.2k $322.4k $322.4k 0.01% New
36 Crew Capital Management, Ltd 0.25% of their portfolio CINCINNATI, OH 8,7958.8k $306.9k $306.9k 0.25% Unchanged
37 GLENMEDE TRUST CO NA 0.00% of their portfolio PHILADELPHIA, PA 8,1908.2k $285.8k $285.8k 0.00% Added +1.4k +1,397
38 GREAT VALLEY ADVISOR GROUP, INC. 0.01% of their portfolio WILMINGTON, DE 6,9847.0k $243.7k $243.7k 0.01% Unchanged
39 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 6,9146.9k $241.3k $241.3k 0.00% Added +129 +129
40 ARMSTRONG ADVISORY GROUP, INC 0.02% of their portfolio NEEDHAM, MA 6,7266.7k $234.7k $234.7k 0.02% Reduced -2.1k -2,066
41 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 6,2116.2k $216.7k $216.7k 0.00% Reduced -274 -274
42 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 6,1206.1k $213.6k $213.6k 0.00% Added +283 +283
43 Resurgent Financial Advisors LLC 0.12% of their portfolio ATLANTA, GA 6,0566.1k $211.4k $211.4k 0.12% Reduced -503 -503
44 Fiduciary Alliance LLC 0.02% of their portfolio GREENVILLE, SC 6,0116.0k $209.8k $209.8k 0.02% Reduced -503 -503
45 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 5,9916.0k $209.1k $209.1k 0.00% Unchanged
46 MACROVIEW INVESTMENT MANAGEMENT LLC 0.21% of their portfolio BETHESDA, MD 5,7885.8k $202.0k $202.0k 0.21% Reduced -1.1k -1,099
47 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 5,0205.0k $175.2k $175.2k 0.00% Reduced -2.4k -2,360
48 CWM, LLC 0.00% of their portfolio OMAHA, NE 4,9184.9k $172.0k $172.0k 0.00% Added +3.8k +3,848
49 Smartleaf Asset Management LLC 0.01% of their portfolio BOSTON, MA 2,0002.0k $69.9k $69.9k 0.01% Unchanged
50 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 1,6061.6k $56.0k $56.0k 0.00% Reduced -2.4k -2,412
51 HIGHLINE WEALTH PARTNERS LLC 0.01% of their portfolio SHERMAN OAKS, CA 1,2161.2k $42.4k $42.4k 0.01% Reduced -885 -885
52 FMR LLC 0.00% of their portfolio BOSTON, MA 937937 $32.7k $32.7k 0.00% Reduced -36 -36
53 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 898898 $31.4k $31.4k 0.00% Reduced -497 -497
54 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 794794 $27.7k $27.7k 0.00% Unchanged
55 AMERIFLEX GROUP, INC. 0.01% of their portfolio LAS VEGAS, NV 614614 $22.2k $22.2k 0.01% First filing
56 Sugarloaf Wealth Management, LLC 0.00% of their portfolio DULUTH, GA 500500 $17.4k $17.4k 0.00% Unchanged
57 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 290290 $10.1k $10.1k 0.00% Unchanged
58 Pathway Financial Advisers, LLC 0.00% of their portfolio AUBURN, IN 288288 $10.0k $10.0k 0.00% Unchanged
59 Darwin Wealth Management, LLC 0.00% of their portfolio TAMPA, FL 227227 $7.9k $7.9k 0.00% Reduced -34 -34
60 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 180180 $6.3k $6.3k 0.00% New
61 AllSquare Wealth Management LLC 0.00% of their portfolio ALBANY, NY 175175 $6.1k $6.1k 0.00% Unchanged
62 Capital A Wealth Management, LLC 0.01% of their portfolio CRANBERRY TWP, PA 172172 $6.0k $6.0k 0.01% First filing
63 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 150150 $5.2k $5.2k 0.00% Added +126 +126
64 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 126126 $4.4k $4.4k 0.00% Reduced -464 -464
65 Creekmur Asset Management LLC 0.00% of their portfolio MORTON, IL 106106 $3.7k $3.7k 0.00% Unchanged
66 Financial Gravity Companies, Inc. 0.00% of their portfolio Lakeway, TX 100100 $3.5k $3.5k 0.00% New
67 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 8282 $2.9k $2.9k 0.00% New
68 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 6060 $2.1k $2.1k 0.00% Reduced -772 -772
69 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% Unchanged