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 57 institutions that hold shares in the stock, with a total of 1.21 Million shares, which have been reported (via 13F filing form) to have a value of $68.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
4,691
shares
|
$261,194
0.0% of portfolio
|
Q2 2025
Reduced 37.23%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
4,556
shares
|
$253,678
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
4,500
shares
|
$250,560
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
4,447
shares
|
$247,608
0.0% of portfolio
|
Q2 2025
Added 12.07%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
3,987
shares
|
$221,996
0.01% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
2,700
shares
|
$150,336
0.02% of portfolio
|
Q1 2024
Added 35.0%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
1,512
shares
|
$84,188
0.0% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
1,000
shares
|
$55,680
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
733
shares
|
$40,813
0.0% of portfolio
|
Q2 2025
Reduced 1.74%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
575
shares
|
$32,016
0.01% of portfolio
|
Q1 2024
Reduced 31.63%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
433
shares
|
$24,109
0.0% of portfolio
|
Q2 2020
Added 371.67%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
415
shares
|
$23,107
0.0% of portfolio
|
Q2 2025
Reduced 11.13%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
350
shares
|
$19,488
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
313
shares
|
$17,427
0.0% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
300
shares
|
$16,704
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
260
shares
|
$14,476
0.0% of portfolio
|
Q2 2025
Reduced 78.65%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
250
shares
|
$13,920
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
205
shares
|
$11,414
0.0% of portfolio
|
Q1 2025
Added 32.26%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
204
shares
|
$11,358
0.0% of portfolio
|
Q3 2025
Added 19.3%
|
|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
200
shares
|
$11,136
0.01% of portfolio
|
Q2 2022
Reduced 20.0%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
200
shares
|
$11,136
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
182
shares
|
$10,133
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
160
shares
|
$8,908
0.0% of portfolio
|
Q1 2023
Reduced 0.63%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
141
shares
|
$7,850
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
98
shares
|
$5,456
0.0% of portfolio
|
Q3 2025
New holding
|