IPAV — Global X Fds Institutional Holders · Q2 2026
Who owns Global X Fds (IPAV)? 8 institutions reported holding $1.68M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Wealth High Governance Asset Management Ltda. ($671,304), Intrepid Financial Planning Group LLC ($396,069), Old Mission Capital LLC ($326,240).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Wealth High Governance Asset Management Ltda. | $671,304 | 20,900 | New |
| 2 | Intrepid Financial Planning Group LLC | $396,069 | 12,331 | Added |
| 3 | OLD MISSION CAPITAL LLC | $326,240 | 10,157 | Trimmed |
| 4 | Creative Planning | $233,350 | 7,265 | New |
| 5 | Allworth Financial LP | $24,604 | 766 | New |
| 6 | MORGAN STANLEY | $22,420 | 698 | Trimmed |
| 7 | UBS Group AG | $2,634 | 82 | New |
| 8 | RMG Wealth Management LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30