AIQ Institutional Ownership
Global X - Artificial Intelligence & Technology ETF
1W: +0.4%
1M: +5.0%
3M: +3.7%
YTD: +28.8%
1Y: +32.8%
3Y: +149.3%
5Y: +112.8%
$66.23
+0.56 (+0.85%)
Weekly Expected Move ±2.8%
$63
$64
$66
$68
$70
Overview
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Holdings
Changes
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Analysis
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Institutional Ownership — AIQ
731
Institutional Holders
+113 vs prior quarter
0.0%
Ownership
+0.00pp
5B
Total Invested
164
New Positions
233
Increased
198
Reduced
37
Closed
2.20
Put/Call Ratio
Ownership Trends
Top Institutional Holders (757 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | PNC Financial Services Group, Inc. | 17,795,535 | 1.2B | -9,372,741 | -34.5% | 15Q | SEC ↗ |
| 2 | BANK OF AMERICA CORP /DE | 9,110,421 | 603M | +309,461 | +3.5% | 15Q | SEC ↗ |
| 3 | MORGAN STANLEY | 5,314,556 | 352M | +387,482 | +7.9% | 27Q | SEC ↗ |
| 4 | LPL Financial LLC | 5,200,395 | 344M | +232,831 | +4.7% | 25Q | SEC ↗ |
| 5 | UBS Group AG | 4,444,054 | 294M | +441,408 | +11.0% | 16Q | SEC ↗ |
| 6 | WELLS FARGO & COMPANY/MN | 1,764,480 | 117M | +252,097 | +16.7% | 15Q | SEC ↗ |
| 7 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 1,702,005 | 113M | -21,730 | -1.3% | 23Q | SEC ↗ |
| 8 | Cetera Investment Advisers | 1,664,465 | 110M | +100,102 | +6.4% | 11Q | SEC ↗ |
| 9 | JPMORGAN CHASE & CO | 1,520,029 | 101M | +12,218 | +0.8% | 13Q | SEC ↗ |
| 10 | Hancock Prospecting Pty Ltd | 1,494,534 | 99M | — | +0.0% | 7Q | SEC ↗ |
| 11 | ROYAL BANK OF CANADA | 1,429,186 | 95M | +20,782 | +1.5% | 23Q | SEC ↗ |
| 12 | NEUBERGER BERMAN GROUP LLC NEW | 1,425,655 | 94M | — | +0.0% | 1Q | SEC ↗ |
| 13 | RAYMOND JAMES FINANCIAL INC | 1,332,917 | 88M | +132,503 | +11.0% | 7Q | SEC ↗ |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | 701,337 | 46M | -19,232 | -2.7% | 14Q | SEC ↗ |
| 15 | ENVESTNET ASSET MANAGEMENT INC | 664,484 | 44M | +113,754 | +20.7% | 13Q | SEC ↗ |
| 16 | FIL Ltd | 661,709 | 44M | -164,702 | -19.9% | 2Q | SEC ↗ |
| 17 | VALLEY WEALTH MANAGERS, INC. | 618,352 | 41M | -130,559 | -17.4% | 12Q | SEC ↗ |
| 18 | OSAIC HOLDINGS, INC. | 596,671 | 40M | +80,421 | +15.6% | 26Q | SEC ↗ |
| 19 | ASSETMARK, INC | 566,694 | 38M | +37,804 | +7.1% | 10Q | SEC ↗ |
| 20 | OLD MISSION CAPITAL LLC NEW | 557,077 | 37M | — | +0.0% | 1Q | SEC ↗ |
| 21 | Kestra Advisory Services, LLC | 518,596 | 34M | -69,172 | -11.8% | 12Q | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 496,100 | 33M | +54,865 | +12.4% | 13Q | SEC ↗ |
| 23 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 459,796 | 30M | +173,155 | +60.4% | 9Q | SEC ↗ |
| 24 | MML INVESTORS SERVICES, LLC | 446,630 | 30M | +94,558 | +26.9% | 14Q | SEC ↗ |
| 25 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 432,450 | 29M | +22,752 | +5.6% | 12Q | SEC ↗ |
| 26 | JONES FINANCIAL COMPANIES LLLP | 427,462 | 28M | +67,077 | +18.6% | 10Q | SEC ↗ |
| 27 | Daiwa Securities Group Inc. | 383,079 | 25M | — | +0.0% | 24Q | SEC ↗ |
| 28 | Proficio Capital Partners LLC | 379,934 | 25M | +77,061 | +25.4% | 12Q | SEC ↗ |
| 29 | Cooper Financial Group | 345,788 | 23M | +17,439 | +5.3% | 4Q | SEC ↗ |
| 30 | Madrona Financial Services, LLC | 332,747 | 22M | +8,658 | +2.7% | 8Q | SEC ↗ |
| 31 | STIFEL FINANCIAL CORP | 316,751 | 21M | -6,211 | -1.9% | 13Q | SEC ↗ |
| 32 | NewEdge Advisors, LLC | 306,890 | 20M | -155,201 | -33.6% | 11Q | SEC ↗ |
| 33 | Global X Japan Co., Ltd. | 280,523 | 19M | +83,741 | +42.6% | 2Q | SEC ↗ |
| 34 | Richard P Slaughter Associates Inc | 280,091 | 19M | +3,083 | +1.1% | 4Q | SEC ↗ |
| 35 | Cambridge Investment Research Advisors | 254,238 | 17M | +26,266 | +11.5% | 26Q | SEC ↗ |
| 36 | PRUDENT INVESTORS NETWORK, INC. | 246,460 | 16M | +10,965 | +4.7% | 10Q | SEC ↗ |
| 37 | ALLIANCEBERNSTEIN L.P. | 241,279 | 16M | +63,175 | +35.5% | 2Q | SEC ↗ |
| 38 | HighTower Advisors, LLC | 229,728 | 15M | -24,912 | -9.8% | 12Q | SEC ↗ |
| 39 | Steele Capital Management, Inc. | 227,715 | 15M | +13,615 | +6.4% | 10Q | SEC ↗ |
| 40 | ADAPT WEALTH ADVISORS, LLC | 213,783 | 14M | -936 | -0.4% | 4Q | SEC ↗ |
| 41 | Taylor Securities Services, Inc. | 211,738 | 14M | +24,273 | +12.9% | 3Q | SEC ↗ |
| 42 | Lido Advisors, LLC | 211,669 | 14M | -171,793 | -44.8% | 8Q | SEC ↗ |
| 43 | MARSHALL WACE, LLP NEW | 198,375 | 13M | — | +0.0% | 1Q | SEC ↗ |
| 44 | CITIGROUP INC | 196,348 | 13M | +7,869 | +4.2% | 5Q | SEC ↗ |
| 45 | Arch Global Advisors, LLC | 183,731 | 12M | -381 | -0.2% | 2Q | SEC ↗ |
| 46 | PRINCIPAL SECURITIES, INC. | 179,415 | 12M | +667 | +0.4% | 11Q | SEC ↗ |
| 47 | Quadcap Wealth Management, LLC | 175,793 | 12M | -17,228 | -8.9% | 4Q | SEC ↗ |
| 48 | Aptus Capital Advisors, LLC | 174,713 | 12M | -2,644 | -1.5% | 10Q | SEC ↗ |
| 49 | Private Advisor Group, LLC | 156,267 | 10M | -68,572 | -30.5% | 13Q | SEC ↗ |
| 50 | Intelligence Driven Advisers, LLC | 150,483 | 10M | -5,944 | -3.8% | 3Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| NEUBERGER BERMAN GROUP LLC | 1,425,655 | 94M |
| OLD MISSION CAPITAL LLC | 557,077 | 37M |
| MARSHALL WACE, LLP | 198,375 | 13M |
| VISTA FINANCE, LLC | 142,330 | 9M |
| Quadrature Capital Ltd | 133,195 | 9M |
| Pillsbury Lake Capital LLC | 127,765 | 8M |
| MISSION WEALTH MANAGEMENT, LP | 93,928 | 6M |
| WJ Wealth Management, LLC | 72,759 | 5M |
| Transcendent Capital Group LLC | 59,204 | 4M |
| Thompson David Blair | 50,626 | 3M |
| PURSUE WEALTH PARTNERS LLC | 46,475 | 3M |
| Great Diamond Partners, LLC | 46,389 | 3M |
| Perissos Private Wealth Management, | 39,959 | 3M |
| LOOMIS SAYLES & CO L P | 37,334 | 2M |
| U.S. Capital Wealth Advisors, LLC | 35,446 | 2M |
| PRELUDE CAPITAL MANAGEMENT, LLC | 31,862 | 2M |
| EP Wealth Advisors, LLC | 26,204 | 2M |
| Plan Group Financial, LLC | 24,614 | 2M |
| SteelPeak Wealth, LLC | 22,660 | 2M |
| BOOTHBAY FUND MANAGEMENT, LLC | 20,678 | 1M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| BANQUE PICTET & CIE SA | 380,264 | 25M |
| Polymer Capital Management (HK) LTD | 338,000 | 22M |
| FLOW TRADERS U.S. LLC | 202,636 | 13M |
| Banco BTG Pactual S.A. | 172,818 | 11M |
| GFS Advisors, LLC | 131,000 | 9M |
| Pictet Asset Management Holding SA | 100,377 | 7M |
| BOCHK Asset Management Ltd | 44,000 | 3M |
| D. E. Shaw & Co., Inc. | 36,130 | 2M |
| Baer Investment Advisory LLC | 29,245 | 2M |
| Colonial River Investments, LLC | 20,699 | 1M |
| Atria Investments, Inc | 19,132 | 1M |
| Almanack Investment Partners, LLC. | 18,781 | 1M |
| Independent Advisor Alliance | 15,696 | 1M |
| CORE WEALTH ADVISORS, LLC | 12,265 | 812K |
| CIBC WORLD MARKET INC. | 10,749 | 712K |
| ADVOCATE GROUP LLC | 10,507 | 696K |
| Calamos Advisors LLC | 8,614 | 571K |
| Visionary Horizons, LLC | 7,383 | 489K |
| Westover Capital Advisors, LLC | 7,192 | 476K |
| IPG Investment Advisors LLC | 6,400 | 424K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| UBS Group AG | +441,408 | +11.0% | 4,444,054 |
| MORGAN STANLEY | +387,482 | +7.9% | 5,314,556 |
| BANK OF AMERICA CORP /DE | +309,461 | +3.5% | 9,110,421 |
| WELLS FARGO & COMPANY/MN | +252,097 | +16.7% | 1,764,480 |
| LPL Financial LLC | +232,831 | +4.7% | 5,200,395 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Lt | +173,155 | +60.4% | 459,796 |
| RAYMOND JAMES FINANCIAL INC | +132,503 | +11.0% | 1,332,917 |
| ENVESTNET ASSET MANAGEMENT INC | +113,754 | +20.7% | 664,484 |
| Cetera Investment Advisers | +100,102 | +6.4% | 1,664,465 |
| MML INVESTORS SERVICES, LLC | +94,558 | +26.9% | 446,630 |
| Global X Japan Co., Ltd. | +83,741 | +42.6% | 280,523 |
| OSAIC HOLDINGS, INC. | +80,421 | +15.6% | 596,671 |
| Proficio Capital Partners LLC | +77,061 | +25.4% | 379,934 |
| NovaPoint Capital, LLC | +75,827 | +204.8% | 112,860 |
| WT Wealth Management | +67,936 | +539.3% | 80,532 |
| JONES FINANCIAL COMPANIES LLLP | +67,077 | +18.6% | 427,462 |
| ALLIANCEBERNSTEIN L.P. | +63,175 | +35.5% | 241,279 |
| Rockefeller Capital Management L.P. | +54,865 | +12.4% | 496,100 |
| Foguth Wealth Management, LLC. | +38,559 | +56.1% | 107,251 |
| ASSETMARK, INC | +37,804 | +7.1% | 566,694 |