AIQ — Global X Fds Institutional Holders · Q3 2026

Name: Who Owns AIQ? 32 Institutions Hold $119M (Q3 2026)
Creator: ko.io

Who owns Global X Fds (AIQ)? 32 institutions reported holding $119.34M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Valley Wealth Managers, Inc. ($41.2M), Cooper Financial Group ($23.1M), Intelligence Driven Advisers, LLC ($9.8M).

Rank	Institution	Value	Shares	Change
1	VALLEY WEALTH MANAGERS, INC.	$41.2M	632,632	Added
2	Cooper Financial Group	$23.1M	355,143	Added
3	Intelligence Driven Advisers, LLC	$9.8M	150,475	Trimmed
4	Decker Wealth Management LLC	$9.3M	142,010	Added
5	Farther Finance Advisors, LLC	$6.2M	95,606	Trimmed
6	Pacific Wealth Management	$5.5M	84,913	New
7	Green Ridge Wealth Planning LLC	$5.0M	76,524	Added
8	Silverleafe Capital Partners, LLC	$3.4M	52,319	Trimmed
9	Financial Enhancement Group LLC	$3.2M	48,608	Added
10	ARMSTRONG ADVISORY GROUP, INC	$2.7M	41,902	Trimmed
11	Acropolis Investment Management, LLC	$1.7M	25,390	Trimmed
12	BOS Asset Management, LLC	$1.1M	17,039	Trimmed
13	David J Yvars Group	$1.1M	16,660	Trimmed
14	Avidian Wealth Enterprises, LLC	$1.1M	16,160	Added
15	Stonebridge Financial Group, LLC	$853,382	13,097	Added
16	FELL CAPITAL MANAGEMENT /ADV	$769,344	11,807	Trimmed
17	CX Institutional	$623,000	9,560	Hold
18	Successful Portfolios LLC	$598,308	8,950	Added
19	CoreCap Advisors, LLC	$352,323	5,407	Trimmed
20	First Heartland Consultants, Inc.	$308,316	4,732	Added
21	Valeo Financial Advisors, LLC	$283,876	4,357	Hold
22	PRIVATE CLIENT SERVICES, LLC	$216,894	3,329	New
23	AVAII WEALTH MANAGEMENT, LLC	$205,870	3,108	Added
24	ELEVATION WEALTH PARTNERS, LLC	$202,406	3,106	Trimmed
25	GK Wealth Management LLC	$150,758	2,313	Trimmed

Source: SEC Form 13F filings · as of 2026-09-30