COPX — Global X Fds Institutional Holders · Q3 2026
Who owns Global X Fds (COPX)? 17 institutions reported holding $34.84M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Mfa Wealth Advisors, LLC ($11.1M), Stonebridge Financial Group, LLC ($5.8M), Lake Hills Wealth Management, LLC ($4.7M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | MFA WEALTH ADVISORS, LLC | $11.1M | 130,681 | Added |
| 2 | Stonebridge Financial Group, LLC | $5.8M | 68,474 | Added |
| 3 | Lake Hills Wealth Management, LLC | $4.7M | 55,006 | Added |
| 4 | Tactive Advisors, LLC | $2.4M | 28,330 | Added |
| 5 | JUNCTURE WEALTH STRATEGIES, LLC | $2.3M | 27,197 | Added |
| 6 | Balefire, LLC | $2.0M | 23,961 | Trimmed |
| 7 | CoreCap Advisors, LLC | $1.5M | 17,529 | Trimmed |
| 8 | Miller Global Investments, LLC | $1.5M | 17,236 | Trimmed |
| 9 | GK Wealth Management LLC | $1.5M | 17,165 | Trimmed |
| 10 | Farther Finance Advisors, LLC | $967,447 | 11,422 | Added |
| 11 | CapWealth Advisors, LLC | $628,898 | 7,425 | Hold |
| 12 | Castleview Partners, LLC | $283,322 | 3,345 | Added |
| 13 | Valeo Financial Advisors, LLC | $211,835 | 2,501 | New |
| 14 | Polaris Financial Partners | $43,000 | 507 | New |
| 15 | Noble Wealth Management PBC | $42,350 | 500 | Hold |
| 16 | Bangor Savings Bank | $1,016 | 12 | Added |
| 17 | Box Hill Private Wealth LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30