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 55 institutions that hold shares in the stock, with a total of 1.15 Million shares, which have been reported (via 13F filing form) to have a value of $69.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
4,556
shares
|
$275,410
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
4,500
shares
|
$272,025
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
4,447
shares
|
$268,821
0.0% of portfolio
|
Q2 2025
Added 12.07%
|
|
|
Valeo Financial Advisors, LLC
|
Sep 12, 2025 Q2 2025 |
3,979
shares
|
$240,530
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
2,700
shares
|
$163,215
0.02% of portfolio
|
Q1 2024
Added 35.0%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
1,512
shares
|
$91,400
0.0% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
1,000
shares
|
$60,450
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
733
shares
|
$44,309
0.0% of portfolio
|
Q2 2025
Reduced 1.74%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
575
shares
|
$34,758
0.01% of portfolio
|
Q1 2024
Reduced 31.63%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
433
shares
|
$26,174
0.0% of portfolio
|
Q2 2020
Added 371.67%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
415
shares
|
$25,086
0.0% of portfolio
|
Q2 2025
Reduced 11.13%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
350
shares
|
$21,157
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
313
shares
|
$18,920
0.0% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
300
shares
|
$18,135
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
260
shares
|
$15,717
0.0% of portfolio
|
Q2 2025
Reduced 78.65%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
250
shares
|
$15,112
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
205
shares
|
$12,392
0.0% of portfolio
|
Q1 2025
Added 32.26%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
200
shares
|
$12,090
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
200
shares
|
$12,090
0.01% of portfolio
|
Q2 2022
Reduced 20.0%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
182
shares
|
$11,001
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
171
shares
|
$10,336
0.0% of portfolio
|
Q3 2024
Reduced 14.93%
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
160
shares
|
$9,672
0.0% of portfolio
|
Q1 2023
Reduced 0.63%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
149
shares
|
$9,007
0.0% of portfolio
|
Q4 2024
Reduced 94.62%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
141
shares
|
$8,523
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
56
shares
|
$3,385
0.0% of portfolio
|
Q1 2025
New holding
|