Vault-13

GLOBAL X FDS SDIV

SUPERDIVIDEND · ETP · CUSIP 37960A669

104 institutional holders +18 vs Q1 2025
6,404,5426.4m shares reported held*
$144.5mreported value*
25 new 43 added 20 reduced 7 sold out net bought ≈ $41.3m (+1.8m 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 ≈ $22.56. Options: 1 managers hold calls ($660.7k notional), 1 hold puts ($207.5k).

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 1Q4 22: 73Q1 23: 78Q2 23: 81Q3 23: 83Q4 23: 90Q1 24: 84Q2 24: 82Q3 24: 80Q4 24: 86Q1 25: 86Q2 25: 104104Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 20221
Q4 202273
Q1 202378
Q2 202381
Q3 202383
Q4 202390
Q1 202484
Q2 202482
Q3 202480
Q4 202486
Q1 202586
Q2 2025104

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 23: 46 bought or addedQ3 23: 33 cut or sold outQ4 23: 42 bought or addedQ4 23: 38 cut or sold outQ4 23Q1 24: 42 bought or addedQ1 24: 40 cut or sold outQ2 24: 44 bought or addedQ2 24: 32 cut or sold outQ2 24Q3 24: 42 bought or addedQ3 24: 28 cut or sold outQ4 24: 44 bought or addedQ4 24: 37 cut or sold outQ4 24Q1 25: 50 bought or addedQ1 25: 29 cut or sold outQ2 25: 68 bought or addedQ2 25: 27 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20234633
Q4 20234238
Q1 20244240
Q2 20244432
Q3 20244228
Q4 20244437
Q1 20255029
Q2 20256827

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$500k$1m$1.5m$2mQ3 24 calls: $1.6mQ3 24 puts: $228.3kQ3 24P/C 0.14Q4 24 calls: $614.5kQ4 24 puts: $49.5kQ4 24P/C 0.08Q1 25 calls: $1.3mQ1 25 puts: $312.5kQ1 25P/C 0.24Q2 25 calls: $660.7kQ2 25 puts: $207.5kQ2 25P/C 0.31
Numbers
QuarterCallsPutsP/C
Q3 2024$1.6m$228.3k0.14
Q4 2024$614.5k$49.5k0.08
Q1 2025$1.3m$312.5k0.24
Q2 2025$660.7k$207.5k0.31

Biggest buyers

Howard Capital Management, LLC New +681,750+681.8k
Foguth Wealth Management, LLC. Added +472,081+472.1k
Signal Advisors Wealth, LLC Added +464,151+464.2k
Synergy Asset Management, LLC New +87,496+87.5k
PRINCIPAL SECURITIES, INC. Added +83,938+83.9k
LPL Financial LLC Added +51,428+51.4k
RENAISSANCE TECHNOLOGIES LLC New +28,045+28.0k
BTS Asset Management, Inc. New +26,802+26.8k
Rockefeller Capital Management L.P. Added +24,136+24.1k
OSAIC HOLDINGS, INC. Added +22,014+22.0k

Biggest sellers

UBS Group AG Reduced -341,942-341.9k
FLOW TRADERS U.S. LLC Sold out -61,681-61.7k
BANK OF AMERICA CORP /DE/ Reduced -38,871-38.9k
TRUIST FINANCIAL CORP Sold out -14,898-14.9k
Fifth Third Securities, Inc. Reduced -10,769-10.8k
Qube Research & Technologies Ltd Reduced -8,945-8.9k
ORG Partners LLC Sold out -8,223-8.2k
Spire Wealth Management Sold out -3,570-3.6k
Atria Wealth Solutions, Inc. Reduced -3,254-3.3k
AMERIFLEX GROUP, INC. Sold out -2,805-2.8k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $660.7k29.3k shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $207.5k9.2k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 808,842808.8k $18.2m $18.2m 0.01% Added +51.4k +51,428
2 Howard Capital Management, LLC 0.23% of their portfolio Alpharetta, GA 681,750681.8k $15.4m $15.4m 0.23% New
3 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 580,719580.7k $13.1m $13.1m 0.00% Added +10.3k +10,295
4 Foguth Wealth Management, LLC. 2.59% of their portfolio BRIGHTON, MI 536,276536.3k $12.1m $12.1m 2.59% Added +472.1k +472,081
5 Signal Advisors Wealth, LLC 0.93% of their portfolio DETROIT, MI 528,346528.3k $11.9m $11.9m 0.93% Added +464.2k +464,151
6 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 410,676410.7k $9.3m $9.3m 0.00% Reduced -38.9k -38,871
7 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 200,139200.1k $4.5m $4.5m 0.01% Added +22.0k +22,014
8 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 149,778149.8k $3.4m $3.4m 0.00% Added +19.7k +19,723
9 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 138,100138.1k $3.1m $3.1m 0.00% Added +19.5k +19,502
10 NFSG Corp 0.47% of their portfolio BOCA RATON, FL 129,172129.2k $2.9m $2.9m 0.47% Added +5.2k +5,195
11 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 120,288120.3k $2.7m $2.7m 0.01% Added +3.9k +3,898
12 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 103,842103.8k $2.3m $2.3m 0.00% Added +16.5k +16,496
13 Fifth Third Securities, Inc. 0.16% of their portfolio Cincinnati, OH 97,38997.4k $2.2m $2.2m 0.16% Reduced -10.8k -10,769
14 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 87,52187.5k $2.0m $2.0m 0.00% Reduced -213 -213
15 Synergy Asset Management, LLC 0.23% of their portfolio VANCOUVER, WA 87,49687.5k $2.0m $2.0m 0.23% New
16 PRINCIPAL SECURITIES, INC. 0.04% of their portfolio DES MOINES, IA 87,45387.5k $2.0m $2.0m 0.04% Added +83.9k +83,938
17 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 86,47186.5k $1.9m $1.9m 0.00% Added +8.3k +8,274
18 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 81,69281.7k $1.8m $1.8m 0.00% Added +2.4k +2,372
19 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 75,79475.8k $1.7m $1.7m 0.00% Added +11.9k +11,900
20 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 75,79175.8k $1.7m $1.7m 0.01% Added +5.3k +5,272
21 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 64,38164.4k $1.5m $1.5m 0.00% Added +2.3k +2,312
22 UBS Group AG 0.00% of their portfolio ZURICH, V8 54,94854.9k $1.2m $1.2m 0.00% Reduced -341.9k -341,942
23 Wealthfront Advisers LLC 0.00% of their portfolio Palo Alto, CA 54,73354.7k $1.2m $1.2m 0.00% Added +5.1k +5,056
24 Strategic Financial Concepts, LLC 0.17% of their portfolio SAN ANTONIO, TX 52,26552.3k $1.2m $1.2m 0.17% Reduced -1.3k -1,302
25 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 46,85646.9k $1.1m $1.1m 0.00% Added +24.1k +24,136
26 KESTRA PRIVATE WEALTH SERVICES, LLC 0.02% of their portfolio AUSTIN, TX 46,77546.8k $1.1m $1.1m 0.02% Added +18.9k +18,916
27 SBI Securities Co., Ltd. 0.03% of their portfolio TOKYO, M0 44,84144.8k $1.0m $1.0m 0.03% Reduced -130 -130
28 KINGSWOOD WEALTH ADVISORS, LLC 0.08% of their portfolio SAN DIEGO, CA 44,57644.6k $1.0m $1.0m 0.08% Added +13.0k +12,980
29 Goldstone Financial Group, LLC 0.13% of their portfolio OAKBROOK TERRACE, IL 44,45144.5k $1.0m $1.0m 0.13% Reduced -606 -606
30 Triumph Capital Management 0.28% of their portfolio DENVER, CO 41,07441.1k $926.2k $926.2k 0.28% Added +494 +494
31 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 39,94439.9k $900.8k $900.8k 0.00% Added +4.6k +4,628
32 Ameritas Advisory Services, LLC 0.05% of their portfolio Lincoln, NE 38,53238.5k $868.9k $868.9k 0.05% Added +3.3k +3,279
33 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 38,07038.1k $858.0k $858.0k 0.00% Added +10.0k +9,980
34 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 35,89335.9k $803.3k $803.3k 0.00% Added +12.9k +12,927
35 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 28,04528.0k $632.4k $632.4k 0.00% New
36 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 26,89426.9k $606.0k $606.0k 0.00% Added +14.2k +14,160
37 BTS Asset Management, Inc. 0.73% of their portfolio Lincoln, MA 26,80226.8k $604.4k $604.4k 0.73% New
38 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 26,05626.1k $587.6k $587.6k 0.00% Reduced -8.9k -8,945
39 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 25,24725.2k $569.3k $569.3k 0.00% Reduced -76 -76
40 PFG Investments, LLC 0.03% of their portfolio WOODBURY, NY 24,14624.1k $544.5k $544.5k 0.03% Reduced -36 -36
41 Wealthspire Advisors, LLC 0.00% of their portfolio NEW YORK, NY 23,80423.8k $536.8k $536.8k 0.00% Added +246 +246
42 Prospera Financial Services Inc 0.01% of their portfolio Dallas, TX 23,24223.2k $524.1k $524.1k 0.01% Added +2.9k +2,866
43 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 23,01023.0k $518.9k $518.9k 0.00% Added +11.9k +11,856
44 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 22,80522.8k $514.3k $514.3k 0.00% Added +10.3k +10,314
45 Founders Financial Alliance, LLC 0.10% of their portfolio RALEIGH, NC 19,71719.7k $444.6k $444.6k 0.10% Added +745 +745
46 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.04% of their portfolio ORLANDO, FL 19,26319.3k $434.4k $434.4k 0.04% Reduced -2.2k -2,200
47 INTEGRITY ALLIANCE, LLC. 0.02% of their portfolio Urbandale, IA 18,67418.7k $421.1k $421.1k 0.02% Reduced -35 -35
48 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 18,66018.7k $422.0k $422.0k 0.00% Added +10.9k +10,862
49 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 18,37618.4k $414.0k $414.0k 0.00% Reduced -748 -748
50 Good Life Advisors, LLC 0.03% of their portfolio READING, PA 18,26318.3k $411.8k $411.8k 0.03% Added +662 +662
51 M Holdings Securities, Inc. 0.07% of their portfolio PORTLAND, OR 17,43317.4k $392.0k $392.0k 0.07% New
52 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 17,05717.1k $384.6k $384.6k 0.00% New
53 Advyzon Investment Management, LLC 0.08% of their portfolio LISLE, IL 15,93915.9k $359.4k $359.4k 0.08% Reduced -44 -44
54 Western Wealth Management, LLC 0.02% of their portfolio GOLDEN, CO 15,71415.7k $354.4k $354.4k 0.02% Reduced -2.2k -2,199
55 Kovack Advisors, Inc. 0.03% of their portfolio FT. LAUDERDALE, FL 15,56215.6k $350.9k $350.9k 0.03% Added +2.7k +2,676
56 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 15,00015.0k $325.1k $325.1k 0.00% Unchanged
57 Fortis Group Advisors, LLC 0.06% of their portfolio WESTWOOD, NJ 14,74114.7k $340.4k $340.4k 0.06% New
58 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 14,51814.5k $327.4k $327.4k 0.00% Added +2.7k +2,722
59 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 14,37714.4k $324.2k $324.2k 0.00% New
60 Lifestyle Asset Management, Inc. 0.15% of their portfolio FRIENDSWOOD, TX 14,37214.4k $324.1k $324.1k 0.15% New
61 Sterling Manor Financial, LLC 0.22% of their portfolio Saratoga Springs, NY 14,33314.3k $323.2k $323.2k 0.22% New
62 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 14,31614.3k $322.8k $322.8k 0.00% Reduced -408 -408
63 Brookwood Investment Group LLC 0.05% of their portfolio PHOENIX, AZ 13,72613.7k $309.5k $309.5k 0.05% New
64 INDEPENDENT FINANCIAL GROUP, LLC 0.01% of their portfolio SAN DIEGO, CA 13,42613.4k $302.8k $302.8k 0.01% New
65 VestGen Advisors, LLC 0.01% of their portfolio CHICAGO, IL 12,33612.3k $278.2k $278.2k 0.01% New
66 Global Retirement Partners, LLC 0.01% of their portfolio San Rafael, CA 11,86511.9k $267.6k $267.6k 0.01% First filing
67 SageView Advisory Group, LLC 0.01% of their portfolio Newport Beach, CA 11,76211.8k $277.7k $277.7k 0.01% Reduced -1.3k -1,258
68 Kingstone Capital Partners Texas, LLC 0.16% of their portfolio FRISCO, TX 10,89910.9k $246.0k $246.0k 0.16% Added +215 +215
69 Waterloo Capital, L.P. 0.02% of their portfolio AUSTIN, TX 10,25110.3k $231.2k $231.2k 0.02% Unchanged
70 Mariner, LLC 0.00% of their portfolio Overland Park, KS 9,5589.6k $215.5k $215.5k 0.00% New
71 Atria Wealth Solutions, Inc. 0.00% of their portfolio NEW YORK, NY 9,4679.5k $214.4k $214.4k 0.00% Reduced -3.3k -3,254
72 Crews Bank & Trust 0.02% of their portfolio PORT CHARLOTTE, FL 6,1156.1k $137.9k $137.9k 0.02% Added +2.5k +2,500
73 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 5,4745.5k $123.4k $123.4k 0.00% Unchanged
74 Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio SEOUL, M5 3,8003.8k $85.7k $85.7k 0.00% New
75 SIMPLEX TRADING, LLC 0.00% of their portfolio CHICAGO, IL 3,3503.4k $75.0k $75.0k 0.00% New
76 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 3,0633.1k $69.1k $69.1k 0.00% Added +62 +62
77 CWM, LLC 0.00% of their portfolio OMAHA, NE 2,1742.2k $49.0k $49.0k 0.00% Added +1.9k +1,931
78 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 2,0502.0k $46.2k $46.2k 0.00% Added +2.0k +2,046
79 Dunhill Financial, LLC 0.01% of their portfolio LONDON, X0 1,6831.7k $38.0k $38.0k 0.01% New
80 TOTAL INVESTMENT MANAGEMENT INC 0.00% of their portfolio SCOTTSDALE, AZ 1,5061.5k $34.0k $34.0k 0.00% New
81 PRIVATE TRUST CO NA 0.00% of their portfolio CLEVELAND, OH 1,1661.2k $26.3k $26.3k 0.00% Unchanged
82 OPTIMUM INVESTMENT ADVISORS 0.01% of their portfolio Chicago, IL 1,0001.0k $22.6k $22.6k 0.01% Unchanged
83 Westside Investment Management, Inc. 0.00% of their portfolio SANTA MONICA, CA 1,0001.0k $22.6k $22.6k 0.00% Unchanged
84 CKW FINANCIAL GROUP 0.00% of their portfolio HONOLULU, HI 1,0001.0k $23.0k $23.0k 0.00% Unchanged
85 Cape Investment Advisory, Inc. 0.01% of their portfolio MCDONOUGH, GA 1,0001.0k $22.6k $22.6k 0.01% New
86 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 768768 $17.3k $17.3k 0.00% New
87 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 764764 $17.2k $17.2k 0.00% Added +355 +355
88 Federation des caisses Desjardins du Quebec 0.00% of their portfolio LEVIS, A8 685685 $15.4k $15.4k 0.00% Reduced -131 -131
89 Financial Gravity Companies, Inc. 0.00% of their portfolio Lakeway, TX 666666 $15.0k $15.0k 0.00% First filing
90 FMR LLC 0.00% of their portfolio BOSTON, MA 526526 $11.9k $11.9k 0.00% Added +438 +438
91 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 400400 $9.0k $9.0k 0.00% Unchanged
92 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 366366 $8.3k $8.3k 0.00% New
93 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 266266 $6.0k $6.0k 0.00% Unchanged
94 Atlantic Union Bankshares Corp 0.00% of their portfolio GLEN ALLEN, VA 230230 $5.2k $5.2k 0.00% New
95 Parallel Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 230230 $5.2k $5.2k 0.00% Unchanged
96 COMERICA BANK 0.00% of their portfolio DALLAS, TX 178178 $4.0k $4.0k 0.00% Added +30 +30
97 Strategic Investment Solutions, Inc. /IL 0.00% of their portfolio ORLAND PARK, IL 150150 $3.4k $3.4k 0.00% New
98 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 133133 $3.0k $3.0k 0.00% Reduced -133 -133
99 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 112112 $2.5k $2.5k 0.00% Unchanged
100 LANARK FINANCIAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 7575 $1.0k $1.0k 0.00% Unchanged