13F

Stock

Global X Fds

Ticker not mapped · held by 84 managers

Reported value

$233M

Holders

84

+13 new · −19 exited

Holders’ est. mark

$3.29M

Price effect on 71 books still in the name

Largest holder

$70M

MORGAN STANLEY

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
MORGAN STANLEY750.4K$70M$1.11MAdded$16.8M
Bank Julius Baer & Co. Ltd, Zurich322.1K$30.1M$594.9KAdded$1.59M
Breakout Capital Partners, LP243.4K$22.7M$356KAdded$5.68M
UBS Group AG160.5K$15M$40.9KAdded$13M
STATE OF WISCONSIN INVESTMENT BOARD128K$11.9M$51.2KAdded$9.5M
NLB Skladi, upravljanje premozenja, d.o.o.79.5K$7.42M$135.6KAdded$929.7K
LPL Financial LLC75.8K$7.07M$144.7KCut−$664.9K
ALTFEST L J & CO INC65.9K$6.15MNew
Varma Mutual Pension Insurance Co64.6K$6.03M$123.4KAdded$123.4K
RAYMOND JAMES FINANCIAL INC54.4K$5.08M$98.8KAdded$346.9K
NATIONAL BANK OF CANADA /FI/53.8K$5.02M$43.1KAdded$2.93M
Citadel40.6K$3.79M$77.6KCut−$4.1M
JPMORGAN CHASE & CO38.4K$3.42M−$89.2KCut−$501.4K
Activest Wealth Management34.5K$3.22M$58.5KAdded$422.8K
BANK OF AMERICA CORP /DE/33.3K$3.11M$63.6KCut−$86.7K
GOLDMAN SACHS GROUP INC29.3K$2.74M$5.18KAdded$2.49M
Clear Creek Financial Management, LLC25.6K$2.39M$38.2KAdded$556K
Cavalier Investments, LLC22.8K$2.12M$43.5KCut−$141.2K
Private Advisor Group, LLC22.5K$2.1M$43KAdded$43K
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD19K$1.77M$36.3KCut−$877.8K
AMERIPRISE FINANCIAL INC14.5K$1.35M$29.6KCut−$55.6K
ROYAL BANK OF CANADA14.1K$1.32M$24.4KAdded$192K
BNP PARIBAS FINANCIAL MARKETS13.4K$1.25M$25.6KCut−$768.2K
Legacy Bridge, LLC12.8K$1.19MNew
Parametrica Management Ltd11.9K$1.11M$22.7KAdded$22.7K
Savvy Advisors, Inc.11.5K$1.07MNew
Balyasny Asset Management L.P.11K$1.03M$21KCut−$42.9K
Sowell Financial Services LLC10.8K$1.01M$20.4KAdded$36.7K
COMMONWEALTH EQUITY SERVICES, LLC9.16K$854.9K$17.6KAdded$13.3K
Cetera Investment Advisers8.82K$822.8K$16.6KAdded$29.2K
Rockefeller Capital Management L.P.7.23K$675.1K$10.1KAdded$188.9K
RFG Holdings, Inc.7.06K$659.1K$13.5KCut−$2.2M
Global Endowment Management, LP7K$653K$13.2KCut−$261K
Revisor Wealth Management LLC6.89K$643.3K−$9.94KAdded$393.2K
GROUP ONE TRADING LLC6.29K$587.1K$12KCut−$743.5K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main5.9K$550.6K$11.3KAdded$11.3K
US BANCORP \DE\5.59K$521.7K$10.7KAdded$10.7K
Brookstone Capital Management5.02K$468.1K$9.58KCut−$42K
OSAIC HOLDINGS, INC.4.75K$442.9K$9.03KCut−$51.1K
National Philanthropic Trust4.55K$424.8K$6.62KAdded$108.1K
ENVESTNET ASSET MANAGEMENT INC4.5K$420K$7.37KAdded$70.5K
DAVENPORT & Co LLC4.37K$407.9K$7.79KAdded$35K
Aprio Wealth Management, LLC3.98K$371.4K$7.63KCut−$26.6K
Proficio Capital Partners LLC3.95K$368.6KNew
Steward Partners Investment Advisory, LLC3.76K$351.3K$6.23KAdded$52.9K
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA3.52K$332.2K−$30.7KCut−$158.3K
SIMPLEX TRADING, LLC3.42K$319.2K$6.53KCut−$181.9K
CIBC WORLD MARKET INC.3.07K$286.3K$5.86KAdded$5.86K
MADDEN SECURITIES Corp3K$280K$5.73KAdded$5.73K
Gen-Wealth Partners Inc2.52K$235.5K$4.8KCut−$59.1K
Trexquant Investment LP2.46K$229.2K$4.69KCut−$5.09K
WEXFORD CAPITAL LP2.31K$215.4K$4.41KCut−$1.74M
HighTower Advisors, LLC2.3K$214.8K$4.36KCut−$477.1K
Stratos Wealth Advisors, LLC2.24K$209.2K$4.28KAdded$4.28K
Pioneer Family Office, LLC1.6K$149.3K$3.06KAdded$3.06K
LOOMIS SAYLES & CO L P1.57K$147K$3.01KAdded$3.01K
Triumph Capital Management1.39K$129.4K$2.65KAdded$1.28K
Allworth Financial LP1.34K$125.1KNew
Cassaday & Co Wealth Management LLC695$64.9KNew
Fidelity695$64.8K$1.26KCut−$6.69K
CoreCap Advisors, LLC600$56K$1.15KCut−$29.7K
WHITTIER TRUST CO419$39K−$109Cut−$109
Duquesne Family Office387.4K$36.2KNew
IFP Advisors, Inc260$24.3K$239Added$12.8K
HARBOUR INVESTMENTS, INC.248$23.2K$409Added$6.87K
Geneos Wealth Management Inc.233$21.7K$445Cut−$28.5K
ROTHSCHILD INVESTMENT LLC200$18.7K$382Added$382
MAI Capital Management150$14K$286Added$286
WELLS FARGO & COMPANY/MN146$13.6K$257Added$1.65K
Farther Finance Advisors, LLC120$11.2K$216Added$216
AE Wealth Management LLC119$11.1K$227Cut−$504
Capital Investment Advisory Services, LLC100$9.33K$191Added$191
FIFTH THIRD BANCORP98$9.14KNew
Federation des caisses Desjardins du Quebec55$5.13K$105Cut−$3.28K
Aventura Private Wealth, LLC55$5.13KNew
SJS Investment Consulting Inc.49$4.59K$48Added$2.58K
POM Investment Strategies, LLC32$2.99KNew
Golden State Equity Partners20$1.87KNew
NWI MANAGEMENT LP8.9K$831$17Added$17
Canal Insurance CO2.57K$240New
Arax Advisory Partners2$187$4Added$4
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1$93New
Capital Advisors, Ltd. LLC336$31$14Cut−$2.05K
Smithfield Trust Co237$22$0Held

Who left

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.