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 1.17 Million shares, which have been reported (via 13F filing form) to have a value of $50.6 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
|
$15.8 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
|
$12.7 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
213,572
shares
|
$9.27 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
55,863
shares
|
$2.42 Million
0.0% of portfolio
|
Q3 2024
Reduced 22.85%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
29,424
shares
|
$1.28 Million
0.0% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
28,892
shares
|
$1.25 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
28,680
shares
|
$1.24 Million
0.0% of portfolio
|
Q1 2025
Added 14.06%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
23,733
shares
|
$1.03 Million
0.0% of portfolio
|
Q1 2025
Added 5.57%
|
|
|
Joseph P. Lucia & Associates, LLC
|
May 14, 2025 Q1 2025 |
21,591
shares
|
$936,833
0.51% of portfolio
|
Q1 2025
Reduced 1.88%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
15,557
shares
|
$675,018
0.0% of portfolio
|
Q4 2024
Reduced 5.5%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
13,505
shares
|
$585,981
0.07% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
12,910
shares
|
$560,164
0.0% of portfolio
|
Q1 2025
Added 64.48%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
10,480
shares
|
$454,727
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
9,649
shares
|
$418,670
0.0% of portfolio
|
Q1 2025
Reduced 4.57%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
8,528
shares
|
$370,029
0.0% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
7,473
shares
|
$324,253
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
7,233
shares
|
$313,839
0.0% of portfolio
|
Q4 2024
Reduced 3.15%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
3,968
shares
|
$172,171
0.0% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
3,943
shares
|
$171,086
0.0% of portfolio
|
Q1 2025
Added 40.27%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
3,098
shares
|
$134,422
0.0% of portfolio
|
Q4 2024
Reduced 11.69%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
2,700
shares
|
$117,153
0.01% of portfolio
|
Q1 2024
Added 35.0%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
1,512
shares
|
$65,605
0.0% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
1,218
shares
|
$52,849
0.0% of portfolio
|
Q1 2025
Reduced 44.31%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
1,000
shares
|
$43,390
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
746
shares
|
$32,368
0.0% of portfolio
|
Q1 2025
Added 1.77%
|