Stock ownership · SEC 13F · Q4 2025
GLOBAL X FDS
Who owns GLOBAL X FDS (CUSIP 37954Y673)? A look at the institutions behind it, how tightly they hold it, and the latest quarter's moves.
- $9.2M
- Reported value
- 7
- Institutions
- 95%
- Top-5 share
The verdict
According to SEC Form 13F-HR filings in this corpus, GLOBAL X FDS ranks #461 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 7 institutions report $9.2M as of Q4 2025, with ownership dominated by its top few institutional owners.
- 7
- institutions hold it
- $9.2M
- reported 13F value
- 95%
- held by top 5
- #461
- of 775 by value
Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.
According to SEC Form 13F-HR filings in this corpus, GLOBAL X FDS ranks #461 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.
How 13F ownership is computed · All tracked stocks · Concentration rankings
SEC Form 13F-HR ownership desk
CUSIP 37954Y673 · Q4 2025 $9M reported
VALUE-LIGHT · HOLDERS-FOCUS · CONC-DOM · PHOTO-FINISH · ACTIVITY-MID · BOOK-FULL
- VALUE-LIGHT #461/775
- HOLDERS-FOCUS 7 filers
- CONC-DOM 95% top-5
- PHOTO-FINISH TRANSDIGM GROUP
- ACTIVITY-MID 7 new
- BOOK-FULL 8Q history
Photo-finish peer on reported value: TRANSDIGM GROUP INC
Read with: Ownership concentration guide - GLOBAL X FDS's top-five holders account for 95% of reported value — read concentration before treating any single filer as a signal.
Reported-value neighbourhood · GLOBAL X FDS
Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.
Institutional ownership over time
The number of institutions reporting a GLOBAL X FDS position has risen from 4 to 7 over the last 8 quarters of 13F filings.
Top Institutional Holders
| # | Institution | Shares | Value | Share of reported |
|---|---|---|---|---|
| 1 | THRYVE WEALTH MANAGEMENT LLC | 157,346 | $7.5M | 81.8% |
| 2 | OakTrust Wealth Advisors, LLC | 7,939 | $379K | 4.1% |
| 3 | Barnes Wealth Management Group, Inc | 6,181 | $295K | 3.2% |
| 4 | Stone Wealth Partners | 6,062 | $292K | 3.2% |
| 5 | INSTRUMENTAL WEALTH, LLC | 5,117 | $283K | 3.1% |
| 6 | Astoria Portfolio Advisors LLC. | 4,767 | $262K | 2.8% |
| 7 | Anchor Investment Management, LLC | 3,400 | $162K | 1.8% |
Investment Discretion
SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among GLOBAL X FDS's reported holders for Q4 2025, by reported value:
Latest Quarter Activity · Q4 2025
New positions (7)
Complete exits (7)
Frequently Asked Questions
How many institutions hold GLOBAL X FDS?▼
Where does GLOBAL X FDS sit among tracked securities?▼
What is the total institutional value of GLOBAL X FDS?▼
How concentrated is ownership of GLOBAL X FDS?▼
Who is the largest institutional holder of GLOBAL X FDS?▼
Nationwide stocks with similar institutional value or holder count
Two 13F-derived peer sets for GLOBAL X FDS: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.
Similar reported value
Nearest stocks by aggregate 13F reported value ($9.2M here).
Similar holder count
Nearest stocks by number of disclosing 13F holders (7 here).
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.