PAVE — Global X Fds Institutional Holders · Q3 2026

Name: Who Owns PAVE? 36 Institutions Hold $112M (Q3 2026)
Creator: ko.io

Who owns Global X Fds (PAVE)? 36 institutions reported holding $112.25M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Cooper Financial Group ($31.1M), Mfa Wealth Advisors, LLC ($17.3M), Investors Research Corp ($10.2M).

Rank	Institution	Value	Shares	Change
1	Cooper Financial Group	$31.1M	591,786	Added
2	MFA WEALTH ADVISORS, LLC	$17.3M	330,229	Added
3	Investors Research Corp	$10.2M	194,249	Trimmed
4	VALLEY WEALTH MANAGERS, INC.	$10.0M	189,907	Added
5	THRYVE WEALTH MANAGEMENT LLC	$9.2M	176,178	Added
6	CX Institutional	$8.7M	164,816	Added
7	Lake Hills Wealth Management, LLC	$6.0M	114,271	Added
8	Farther Finance Advisors, LLC	$5.6M	107,248	Added
9	MRA Advisory Group	$4.5M	86,434	Trimmed
10	First Heartland Consultants, Inc.	$2.1M	40,321	Trimmed
11	CONGRESS ASSET MANAGEMENT CO	$1.4M	25,931	Trimmed
12	Stonebridge Financial Group, LLC	$615,916	11,732	Added
13	Avidian Wealth Enterprises, LLC	$592,380	11,283	Trimmed
14	Castleview Partners, LLC	$581,805	11,082	Added
15	Exchange Bank	$576,451	10,980	Added
16	Investment Partners Asset Management, Inc.	$529,886	10,093	Trimmed
17	Elm3 Financial Group, LLC	$488,318	9,301	Trimmed
18	City Center Advisors, LLC	$354,826	6,759	Added
19	PRIVATE CLIENT SERVICES, LLC	$350,125	6,669	Added
20	STABLEFORD CAPITAL II LLC	$348,495	6,638	Trimmed
21	GoalVest Advisory LLC	$339,558	75,363	Added
22	SILVIA MCCOLL WEALTH MANAGEMENT, LLC	$267,309	5,092	Added
23	Apeiron RIA LLC	$254,592	4,800	New
24	Valeo Financial Advisors, LLC	$251,685	4,794	Added
25	GK Wealth Management LLC	$219,121	4,173	Trimmed

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