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 47 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 |
|---|---|---|---|---|---|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
575
shares
|
$24,949
0.0% of portfolio
|
Q1 2024
Reduced 31.63%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
467
shares
|
$20,263
0.0% of portfolio
|
Q1 2024
Added 21.3%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
433
shares
|
$18,787
0.0% of portfolio
|
Q2 2020
Added 371.67%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
350
shares
|
$15,186
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
313
shares
|
$13,581
0.0% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
300
shares
|
$13,017
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
250
shares
|
$10,847
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
205
shares
|
$8,894
0.0% of portfolio
|
Q1 2025
Added 32.26%
|
|
|
Founders Capital Management
|
Apr 08, 2025 Q1 2025 |
200
shares
|
$8,678
0.01% of portfolio
|
Q2 2022
Reduced 20.0%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
200
shares
|
$8,678
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
182
shares
|
$7,896
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
171
shares
|
$7,419
0.0% of portfolio
|
Q3 2024
Reduced 14.93%
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
160
shares
|
$6,942
0.0% of portfolio
|
Q1 2023
Reduced 0.63%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
149
shares
|
$6,465
0.0% of portfolio
|
Q4 2024
Reduced 94.62%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
141
shares
|
$6,117
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
51
shares
|
$2,212
0.0% of portfolio
|
Q2 2024
Reduced 91.16%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
18
shares
|
$781
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
16
shares
|
$694
0.0% of portfolio
|
Q2 2019
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
13
shares
|
$564
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
2
shares
|
$86
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
1
shares
|
$43
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|