Institutional Ownership Global X Fds Global X Social M (SOCL)
This table provides information about the institutional ownership of Global X Fds Global X Social M (SOCL). We have compiled data on the 48 institutions that hold shares in the stock, with a total of 1.19 Million shares, which have been reported (via 13F filing form) to have a value of $67.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
May 13, 2025 Q1 2025 |
365,000
shares
|
$20.8 Million
0.07% of portfolio
|
Q4 2024
Reduced 21.51%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
291,925
shares
|
$16.6 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
208,011
shares
|
$11.8 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
71,559
shares
|
$4.07 Million
0.0% of portfolio
|
Q1 2025
Added 28.1%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
29,424
shares
|
$1.67 Million
0.0% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
28,892
shares
|
$1.64 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
28,680
shares
|
$1.63 Million
0.0% of portfolio
|
Q1 2025
Added 14.06%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Aug 04, 2025 Q2 2025 |
20,846
shares
|
$1.19 Million
0.55% of portfolio
|
Q2 2025
Reduced 3.45%
|
|
|
Ballast, Inc.
|
Jul 29, 2025 Q2 2025 |
20,846
shares
|
$1.19 Million
0.55% of portfolio
|
Q2 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
19,720
shares
|
$1.12 Million
0.0% of portfolio
|
Q2 2025
Reduced 16.91%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
14,687
shares
|
$835,984
0.0% of portfolio
|
Q1 2025
Reduced 5.59%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
13,505
shares
|
$768,704
0.08% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
10,480
shares
|
$596,521
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
9,649
shares
|
$549,221
0.0% of portfolio
|
Q1 2025
Reduced 4.57%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
8,528
shares
|
$485,413
0.0% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
7,473
shares
|
$425,363
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
7,258
shares
|
$413,125
0.0% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
6,853
shares
|
$390,072
0.0% of portfolio
|
Q2 2025
Reduced 46.92%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
4,500
shares
|
$256,140
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
3,979
shares
|
$226,484
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
3,968
shares
|
$225,858
0.0% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
3,943
shares
|
$224,435
0.0% of portfolio
|
Q4 2024
Reduced 3.7%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
2,700
shares
|
$153,684
0.01% of portfolio
|
Q1 2024
Added 35.0%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
1,512
shares
|
$86,063
0.0% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
1,218
shares
|
$69,328
0.0% of portfolio
|
Q1 2025
Reduced 44.31%
|