13F

Stock

Global X Fds

Ticker not mapped · held by 45 managers

Reported value

$24.5M

Holders

45

+6 new · −6 exited

Holders’ est. mark

−$1.21M

Price effect on 38 books still in the name

Largest holder

$5.93M

LPL Financial LLC

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
LPL Financial LLC666.6K$5.93M−$276.4KCut−$64.2K
Sound Income Strategies, LLC503.1K$4.46M−$346.3KCut−$592.4K
MORGAN STANLEY228.5K$2.03M−$91.9KAdded$38.4K
BANK OF AMERICA CORP /DE/214.6K$1.91M−$84.3KAdded$80.2K
UBS Group AG166K$1.48M−$70.6KCut−$55.8K
ENVESTNET ASSET MANAGEMENT INC139.8K$1.24M−$60.1KCut−$136.6K
WELLS FARGO & COMPANY/MN133.6K$1.19M−$54.6KAdded$4.58K
RAYMOND JAMES FINANCIAL INC116.5K$1.04M−$49.3KCut−$33.8K
Perigon Wealth Management, LLC115.2K$1.02M−$49.5KCut−$60.4K
SUSQUEHANNA INTERNATIONAL GROUP, LLP81.2K$721.5K−$6.43KAdded$582.2K
SEI INVESTMENTS CO50.1K$445.8K−$17KAdded$77.4K
AMERIPRISE FINANCIAL INC39K$346.8K−$7.55KAdded$181.8K
JANE STREET GROUP, LLC32K$284.8K−$7.41KAdded$124.1K
CWM, LLC31.6K$281KNew
FOUNDATIONS INVESTMENT ADVISORS, LLC28.4K$252.2K−$11.2KAdded$9.24K
Advisory Services Network, LLC27.6K$245.1K−$11.9KCut−$11.9K
Whipplewood Advisors, LLC26.6K$236.9K−$11.4KCut−$10.9K
OSAIC HOLDINGS, INC.26K$231.5K−$9.42KAdded$27.4K
Cornerstone Wealth Management, LLC22K$195.4K−$7.78KAdded$26.8K
CARY STREET PARTNERS FINANCIAL LLC19K$169.1K−$8.18KCut−$8.18K
GenWealth Group, Inc.10.6K$94.5K−$7.55KCut−$7.55K
PINNACLE ASSOCIATES LTD10.2K$90.9K−$4.4KCut−$37K
WealthBridge Capital Management, LLC10K$88.9K−$4.3KCut−$4.3K
US BANCORP \DE\10K$88.9K−$4.3KCut−$4.3K
Allworth Financial LP8.29K$73.7K−$1.22KAdded$47.2K
HARBOUR INVESTMENTS, INC.6.46K$57.4K−$2.78KCut−$2.78K
FIFTH THIRD BANCORP4.95K$44KNew
Synergy Investment Management, LLC4.13K$36.7KNew
Farther Finance Advisors, LLC2.48K$21.9K−$1.14KCut−$2.8K
Ankerstar Wealth, LLC2.24K$19.9K−$599Added$8.06K
SBI Securities Co., Ltd.2.21K$19.7K−$947Cut−$858
ROYAL BANK OF CANADA2.07K$18K−$1.16KCut−$35K
Trask Adam Roland2K$17.8KHeld
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1.79K$15.9KNew
Fidelity1.57K$14KNew
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC1.2K$10.6K−$552Cut−$552
AE Wealth Management LLC1.17K$10.4K−$507Cut−$32.3K
Founders Financial Alliance, LLC1.04K$9.25K−$448Cut−$448
Key Capital Management, INC1.04K$9.23K−$11Added$9K
Triumph Capital Management560$4.98K−$241Cut−$241
Fortis Group Advisors, LLC500$4.45K−$215Cut−$215
SHP Wealth Management500$4.45K−$215Cut−$215
AdvisorNet Financial, Inc230$2.04K−$99Cut−$99
Cambridge Investment Research Advisors, Inc.45.1K$401−$19Cut−$9
PMV Capital Advisers, LLC22$200New

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.