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 45 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 $56.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
467
shares
|
$22,901
0.0% of portfolio
|
Q1 2024
Added 21.3%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
433
shares
|
$21,234
0.0% of portfolio
|
Q2 2020
Added 371.67%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
350
shares
|
$17,164
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
321
shares
|
$15,741
0.0% of portfolio
|
Q4 2024
Reduced 33.54%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
300
shares
|
$14,712
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
223
shares
|
$10,935
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
200
shares
|
$9,808
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Founders Capital Management
|
Jan 13, 2025 Q4 2024 |
200
shares
|
$9,808
0.01% of portfolio
|
Q2 2022
Reduced 20.0%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
171
shares
|
$8,385
0.0% of portfolio
|
Q3 2024
Reduced 14.93%
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
160
shares
|
$7,846
0.0% of portfolio
|
Q1 2023
Reduced 0.63%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
155
shares
|
$7,601
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
149
shares
|
$7,306
0.0% of portfolio
|
Q4 2024
Reduced 94.62%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
141
shares
|
$6,914
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
57
shares
|
$2,795
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
51
shares
|
$2,501
0.0% of portfolio
|
Q2 2024
Reduced 91.16%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
18
shares
|
$882
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
16
shares
|
$784
0.0% of portfolio
|
Q2 2019
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
13
shares
|
$637
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
1
shares
|
$49
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
|