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SOCL Institutional Ownership

Global X - Social Media ETF
1W: -1.6% 1M: -3.3% 3M: -6.4% YTD: -23.8% 1Y: -27.8% 3Y: +22.5% 5Y: -31.0%
$43.26
-0.16 (-0.37%)
 
Weekly Expected Move ±3.0%
$41 $42 $43 $45 $46
ETF NASDAQ · AUM $82.7M

Institutional Ownership — SOCL

53
Institutional Holders
-4 vs prior quarter
0.0%
Ownership
+0.00pp
30M
Total Invested
3
New Positions
10
Increased
24
Reduced
10
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (60 total)

# Holder Shares Value Change Change % Holding Period Filing
1 BANK OF AMERICA CORP /DE 291,976 $13M +55,670 +23.6% 15Q SEC ↗
2 PNC Financial Services Group, Inc. 122,589 $5M -9,093 -6.9% 15Q SEC ↗
3 MORGAN STANLEY 48,273 $2M -7,119 -12.9% 57Q SEC ↗
4 Daiwa Securities Group Inc. 45,000 $2M — +0.0% 22Q SEC ↗
5 LPL Financial LLC 34,675 $2M +423 +1.2% 54Q SEC ↗
6 AAFMAA Wealth Management & Trust LLC 25,421 $1M +1,228 +5.1% 3Q SEC ↗
7 UBS Group AG 17,865 $773K +155 +0.9% 47Q SEC ↗
8 Joseph P. Lucia & Associates, LLC 17,861 $773K -1,165 -6.1% 30Q SEC ↗
9 SOA Wealth Advisors, LLC. 10,891 $471K -496 -4.4% 23Q SEC ↗
10 SUSQUEHANNA INTERNATIONAL GROUP, LLP 10,398 $450K -8,081 -43.7% 5Q SEC ↗
11 FLOW TRADERS U.S. LLC 8,506 $368K -1,386 -14.0% 5Q SEC ↗
12 JANE STREET GROUP, LLC 8,033 $347K -12,502 -60.9% 5Q SEC ↗
13 OSAIC HOLDINGS, INC. 6,649 $288K -72 -1.1% 26Q SEC ↗
14 Cambridge Investment Research Advisors 6,589 $285K -5,560 -45.8% 12Q SEC ↗
15 Integrated Wealth Concepts LLC 5,277 $228K -244 -4.4% 30Q SEC ↗
16 Tradewinds, LLC. NEW 5,114 $221K — +0.0% 1Q SEC ↗
17 WELLS FARGO & COMPANY/MN 5,057 $219K +245 +5.1% 51Q SEC ↗
18 AMERIPRISE FINANCIAL INC 4,836 $209K -1,503 -23.7% 5Q SEC ↗
19 FMR LLC 2,703 $117K +1,211 +81.2% 28Q SEC ↗
20 Manchester Capital Management LLC 2,700 $117K — +0.0% 13Q SEC ↗
21 Parallel Advisors, LLC 1,375 $59K -4,525 -76.7% 3Q SEC ↗
22 Rockefeller Capital Management L.P. 1,036 $45K — +0.0% 4Q SEC ↗
23 US BANCORP \DE 1,000 $43K — +0.0% 18Q SEC ↗
24 SALEM INVESTMENT COUNSELORS INC 971 $42K -500 -34.0% 2Q SEC ↗
25 HARBOUR INVESTMENTS, INC. 739 $32K — +0.0% 17Q SEC ↗
26 Bell Investment Advisors, Inc 575 $25K — +0.0% 11Q SEC ↗
27 BLAIR WILLIAM & CO/IL 421 $18K — +0.0% 33Q SEC ↗
28 FIFTH THIRD BANCORP 417 $18K — +0.0% 6Q SEC ↗
29 CWM, LLC 350 $15K +50 +16.7% 13Q SEC ↗
30 Allworth Financial LP 350 $15K — +0.0% 20Q SEC ↗
31 CREATIVE FINANCIAL DESIGNS INC /ADV 313 $14K — +0.0% 24Q SEC ↗
32 Founders Capital Management 200 $9K — +0.0% 23Q SEC ↗
33 Prestige Wealth Management Group LLC 161 $7K — +0.0% 22Q SEC ↗
34 NORTHWESTERN MUTUAL WEALTH MANAGEMENT 120 $5K +10 +9.1% 23Q SEC ↗
35 TD Waterhouse Canada Inc. 100 $4K — +0.0% 2Q SEC ↗
36 Steigerwald, Gordon & Koch Inc. 98 $4K — +0.0% 4Q SEC ↗
37 JPMORGAN CHASE & CO 91 $4K +50 +122.0% 11Q SEC ↗
38 MERCER GLOBAL ADVISORS INC /ADV NEW 78 $3K — +0.0% 1Q SEC ↗
39 Qube Research & Technologies Ltd 62 $3K +11 +21.6% 16Q SEC ↗
40 SBI Securities Co., Ltd. 60 $3K +4 +7.1% 7Q SEC ↗
41 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 59 $3K -541 -90.2% 11Q SEC ↗
42 Larson Financial Group LLC 18 $1K — +0.0% 14Q SEC ↗
43 CoreCap Advisors, LLC 1 $0K — +0.0% 10Q SEC ↗
44 Farther Finance Advisors, LLC NEW 1 $0K — +0.0% 1Q SEC ↗
45 Baird Financial Group, Inc. 0 $0K -4,783 -100.0% 23Q SEC ↗
46 Advisory Services Network, LLC 0 $0K -71 -100.0% 1Q SEC ↗
47 COMMONWEALTH EQUITY SERVICES, LLC 0 $0K -5,061 -100.0% 33Q SEC ↗
48 Kestra Advisory Services, LLC 0 $0K -2,275 -100.0% 1Q SEC ↗
49 Great Diamond Partners, LLC 0 $0K -46,397 -100.0% 2Q SEC ↗
50 RAYMOND JAMES FINANCIAL INC 0 $0K -4,745 -100.0% 6Q SEC ↗
Biggest Increases (11)
HolderAddedChange %Total Shares
BANK OF AMERICA CORP /DE +55,670 +23.6% 291,976
AAFMAA Wealth Management & Trust LL +1,228 +5.1% 25,421
FMR LLC +1,211 +81.2% 2,703
LPL Financial LLC +423 +1.2% 34,675
WELLS FARGO & COMPANY/MN +245 +5.1% 5,057
UBS Group AG +155 +0.9% 17,865
JPMORGAN CHASE & CO +50 +122.0% 91
CWM, LLC +50 +16.7% 350
Qube Research & Technologies Ltd +11 +21.6% 62
NORTHWESTERN MUTUAL WEALTH MANAGEME +10 +9.1% 120
SBI Securities Co., Ltd. +4 +7.1% 60
Biggest Decreases (14)
HolderReducedChange %Total Shares
JANE STREET GROUP, LLC -12,502 -60.9% 8,033
PNC Financial Services Group, Inc. -9,093 -6.9% 122,589
SUSQUEHANNA INTERNATIONAL GROUP, LL -8,081 -43.7% 10,398
MORGAN STANLEY -7,119 -12.9% 48,273
Cambridge Investment Research Advis -5,560 -45.8% 6,589
Parallel Advisors, LLC -4,525 -76.7% 1,375
AMERIPRISE FINANCIAL INC -1,503 -23.7% 4,836
FLOW TRADERS U.S. LLC -1,386 -14.0% 8,506
Joseph P. Lucia & Associates, LLC -1,165 -6.1% 17,861
O'SHAUGHNESSY ASSET MANAGEMENT, LLC -541 -90.2% 59
SALEM INVESTMENT COUNSELORS INC -500 -34.0% 971
SOA Wealth Advisors, LLC. -496 -4.4% 10,891
Integrated Wealth Concepts LLC -244 -4.4% 5,277
OSAIC HOLDINGS, INC. -72 -1.1% 6,649

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms