Skip to content
Disclosery

AIQ GLOBAL X FDS

Follow

ARTIFICIAL ETF (fund)

338 managers (345 13F filers) reported a position in AIQ shares at 2024-12-31, 29,984,910 shares in all. 52 filers opened a position and 21 filers sold out during the quarter.

Managers
338
13F filers
345
New
52
Added
158
Reduced
45
Sold out
21
Shares held by filers
29,984,910

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/6,742,972$261M0.02%+1,411,95413F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,419,331$114M0.06%+15,25713F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding2,301,696$88.9M+451,565Timeline
LPL Financial LLC2,161,315$83.5M0.03%+241,03913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,944,249$75.1M0.01%+200,80013F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,119,815$43.3M<0.01%+137,85013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…769,203$29.7M0.06%+11,01413F-HR/ATimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.763,079$29.5M0.13%013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…606,164$23.4M0.06%+63,72113F-HRTimelineGroup
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.575,122$22.2M1.66%+22,13213F-HRTimelineGroup
Proficio Capital Partners LLC542,688$21M1.7%+123,87813F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA523,789$20.2M<0.01%+76,64313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC479,194$18.5M0.01%13F-HR/ATimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding459,375$17.8M-50,464Timeline
Black Swift Group, LLC370,901$14.3M3.04%+19,27013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC325,269$12.6M0.02%+76,48413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN307,609$11.9M<0.01%+66,50813F-HRTimelineGroup
Cetera Investment Advisers301,673$11.7M0.02%+40,23613F-HRTimeline
PRUDENT INVESTORS NETWORK, INC.260,379$10.1M2.94%+13,16713F-HRTimeline
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding221,920$8.63M-8,908Timeline
Silverleafe Capital Partners, LLC216,797$8.38M2.66%+122,68613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP204,661$7.91M0.01%+57,38213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.200,206$7.74M0.02%+45,13013F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…194,952$7.53M0.01%+11,92413F-HRTimelineGroup
Aptus Capital Advisors, LLC193,799$7.49M0.09%+159,70913F-HRTimeline
MML INVESTORS SERVICES, LLC186,956$7.22M0.02%+9,91213F-HRTimeline
Archford Capital Strategies, LLC175,418$6.78M1.02%-2,30113F-HRTimeline
AAFMAA Wealth Management & Trust LLC174,310$6.74M2.95%+2,94213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding159,531$6.16M+53,351Timeline
Tidal Investments LLCin group Tidal Investments LLC159,001$6.14M0.05%new13F-HRTimelineGroup
Clarus Group, Inc.155,881$6.02M2.14%-35013F-HRTimeline
Curtis Advisory Group, LLC145,355$5.62M1.49%+3,85413F-HRTimeline
Madrona Financial Services, LLC140,006$5.41M1.47%+127,99413F-HRTimeline
Cambridge Investment Research Advisors,…135,606$5.24M0.02%+9,76613F-HRTimeline
Robertson Stephens Wealth Management, L…132,526$5.12M0.18%+7,75513F-HRTimeline
SFI Advisors, LLC123,807$4.78M3.36%+39,36013F-HRTimeline
Atria Wealth Solutions, Inc.119,106$4.6M0.05%+1,73113F-HRTimeline
Aspire Capital Advisors LLC114,889$4.44M1.27%+1,89713F-HRTimeline
Private Advisor Group, LLC111,178$4.3M0.02%+29,18813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC110,503$4.27M0.1%+4,89613F-HRTimelineGroup
D.A. DAVIDSON & CO.106,147$4.1M0.03%+14,58413F-HRTimeline
HighTower Advisors, LLC104,424$4.03M0.01%+4,84713F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC103,128$3.98M0.01%+18,96513F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.100,984$3.9M0.02%-1,60713F-HRTimeline
CIBC WORLD MARKET INC.100,490$3.88M0.01%+5,18013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC95,351$3.68M0.12%+14,63913F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding87,949$3.4M+5,068Timeline
National Philanthropic Trust78,590$3.04M0.04%-14,34913F-HRTimeline
Global X Japan Co., Ltd.77,101$2.98M0.37%+35,92913F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding76,650$2.96M+40Timeline
Steele Capital Management, Inc.74,220$2.87M0.15%+21,98013F-HRTimeline
Independent Advisor Alliance68,561$2.65M0.04%new13F-HRTimeline
TD Waterhouse Canada Inc.66,690$2.57M0.02%+20,89013F-HRTimeline
Perennial Investment Advisors, LLC66,399$2.57M0.3%+29,05413F-HRTimeline
NOVEM GROUP65,922$2.55M0.38%13F-HRTimeline
Janney Montgomery Scott LLC65,746$2.54M0.01%+14,91713F-HRTimeline
Cresset Asset Management, LLC64,796$2.5M0.01%+57,55613F-HRTimeline
5T Wealth, LLC63,877$2.47M1.35%13F-HRTimeline
Riggs Asset Managment Co. Inc.62,004$2.41M0.64%+1,87513F-HRTimeline
OneDigital Investment Advisors LLC60,856$2.35M0.03%-11,10313F-HRTimeline
Financial Freedom, LLC60,403$2.33M1.23%-3,95913F-HRTimeline
Providence First Trust Co60,342$2.33M0.88%-6213F-HRTimeline
Stonebridge Financial Planning Group, L…57,796$2.23M1%+62213F-HRTimeline
Clear Creek Financial Management, LLC54,090$2.09M0.23%+1,71913F-HRTimeline
Blue Trust, Inc.52,809$2.04M0.03%+4,66513F-HR/ATimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…51,065$1.98M<0.01%+30,82113F-HRTimelineGroup
MGO ONE SEVEN LLC48,022$1.86M0.07%+3,61913F-HRTimeline
Hancock Prospecting Pty Ltd47,344$1.83M0.14%13F-HR/ATimeline
Mariner, LLCin group Mariner, LLC42,835$1.66M<0.01%+8413F-HRTimelineGroup
Qube Research & Technologies Ltd40,645$1.57M<0.01%+1,68913F-HRTimeline
Dynamic Advisor Solutions LLC38,780$1.5M0.06%+29513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.38,298$1.48M0.01%+2,41513F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC37,703$1.46M<0.01%-1,27113F-HRTimelineGroup
Grange Capital, LLC36,072$1.39M1.46%13F-HRTimeline
Creative Planningin group Creative Planning35,610$1.38M<0.01%+2,12113F-HRTimelineGroup
Tradition Wealth Management, LLC34,736$1.34M0.12%+27,83713F-HRTimeline
NAPA WEALTH MANAGEMENT34,118$1.32M0.57%-64013F-HRTimeline
Essex LLC34,108$1.32M0.28%-2,75013F-HRTimeline
Financial Guidance Group, Inc.33,051$1.28M0.7%+4,53513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management32,724$1.26M0.02%+21,64313F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC32,500$1.26M<0.01%013F-HRTimelineGroup
HBW ADVISORY SERVICES LLC31,839$1.23M0.13%+8413F-HRTimeline
CENTAURUS FINANCIAL, INC.31,624$1.22M0.07%+3,03713F-HRTimeline
ARVEST INVESTMENTS, INC.31,341$1.21M0.19%+77713F-HRTimeline
Wealthspire Advisors, LLC31,174$1.2M0.01%+5,91513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP30,753$1.19M<0.01%+17,77713F-HRTimelineGroup
Summit Financial Wealth Advisors, LLC29,500$1.18M0.23%+2,80013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…29,630$1.14M<0.01%new13F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …28,934$1.12M0.02%+1,06113F-HRTimelineGroup
PITCAIRN COin group PITCAIRN CO28,506$1.1M0.07%013F-HRTimelineGroup
J.W. COLE ADVISORS, INC.27,746$1.07M0.04%+9,97713F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC26,865$1.04M0.15%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC26,379$1.02M0.03%+4813F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC25,405$982K<0.01%+5,87413F-HRTimelineGroup
Executive Wealth Management, LLC25,381$981K0.08%+9,23113F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…24,861$961K0.01%+1,12113F-HRTimelineGroup
Belpointe Asset Management LLC27,125$959K0.06%013F-HRTimeline
Sanctuary Advisors, LLC21,614$878K0.01%+3,29213F-HRTimeline
Milestone Investment Advisors LLC22,682$876K0.24%+65313F-HRTimeline
Howard Capital Management, LLC22,425$867K0.01%-20,65713F-HRTimeline
Calydon Capital22,101$854K0.17%+2613F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…22,179$853K0.07%new13F-HRTimeline
CARRET ASSET MANAGEMENT, LLC21,850$844K0.09%+2,25013F-HRTimeline
Krilogy Financial LLC21,604$835K0.06%+1,18013F-HRTimeline
Relyea Zuckerberg Hanson LLC21,429$828K0.11%+24713F-HRTimeline
Grassi Investment Management21,058$814K0.07%-77513F-HR/ATimeline
Foguth Wealth Management, LLC.19,758$805K0.21%+7,19813F-HRTimeline
Kingsview Wealth Management, LLC20,561$794K0.02%+1,43013F-HRTimeline
Elyxium Wealth, LLC20,474$791K0.48%+30713F-HRTimeline
Abundance Wealth Counselors20,015$773K0.17%013F-HRTimeline
Anson Capital, Inc.19,995$773K0.67%-17,87413F-HRTimeline
LOWERY THOMAS, LLC19,968$772K0.5%+5,49913F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.19,951$771K0.43%13F-HRTimeline
COMERICA BANK19,559$756K<0.01%+44713F-HR/ATimeline
Clarity Capital Partners LLC19,407$750K0.39%+2,82813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC18,811$727K0.02%+9,13113F-HRTimelineGroup
OneAscent Financial Services LLCin group OneAscent Financial Services …18,521$716K0.06%new13F-HRTimelineGroup
L & S Advisors Inc18,021$696K0.08%+7,99213F-HRTimeline
Capital Advisors, Ltd. LLC17,773$687K0.09%+7,46013F-HRTimeline
SMITH, MOORE & CO.17,693$684K0.06%+4,40513F-HRTimeline
Texas Yale Capital Corp.17,230$666K0.03%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC17,183$664K0.02%-3,24813F-HRTimelineGroup
Signal Advisors Wealth, LLC16,808$650K0.07%+4,19113F-HRTimeline
Bleakley Financial Group, LLC16,615$642K0.02%+3,13813F-HRTimeline
Unique Wealth Strategies, LLC16,411$634K0.28%-11,24913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC16,267$629K<0.01%+3,75113F-HRTimelineGroup
Southland Equity Partners LLC16,207$626K0.15%+1,35813F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…16,036$620K0.03%+5,54713F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.15,850$612K<0.01%013F-HRTimelineGroup
Clarendon Private LLC15,714$607K0.64%13F-HRTimeline
CERTUITY, LLC15,463$598K0.06%013F-HRTimeline
Steward Partners Investment Advisory, L…15,364$594K0.01%+40013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC15,030$581K<0.01%+4,37813F-HRTimelineGroup
NovaPoint Capital, LLC14,965$578K0.18%+28113F-HRTimeline
Paradigm, Strategies in Wealth Manageme…14,622$565K0.37%+44413F-HRTimeline
Sowell Financial Services LLC14,570$563K0.03%+1,21913F-HRTimeline
M Holdings Securities, Inc.14,177$548K0.09%-84113F-HR/ATimeline
Redhawk Wealth Advisors, Inc.13,875$536K0.07%+3,69813F-HRTimeline
CWM, LLCin group CWM, LLC13,861$536K<0.01%+6,85913F-HRTimelineGroup
Geneos Wealth Management Inc.13,650$527K0.02%-8,54513F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP13,512$522K<0.01%new13F-HRTimelineGroup
HB Wealth Management, LLC13,413$518K0.01%+12313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.13,339$515K<0.01%+2713F-HRTimelineGroup
Advisors Preferred, LLCin group Advisors Preferred, LLC12,677$488K0.08%new13F-HRTimelineGroup
Smith Anglin Financial, LLC12,564$485K0.05%+1,70613F-HRTimeline
ARQ WEALTH ADVISORS, LLC12,475$482K0.18%+29513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP12,437$481K<0.01%+1,73513F-HRTimelineGroup
RFG Advisory, LLC12,337$477K0.01%+1,05213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…12,279$474K<0.01%+1,13813F-HRTimelineGroup
FMR LLCin group FMR LLC12,273$474K<0.01%+5,04813F-HRTimelineGroup
AE Wealth Management LLC12,252$473K<0.01%+2,00313F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC12,135$469K0.04%+55213F-HRTimeline
Keystone Financial Group11,977$463K0.05%+1,92213F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD11,572$447K<0.01%+5,38713F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED11,415$444K0.04%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC11,000$425K0.04%013F-HRTimeline
PFG Investments, LLC10,855$419K0.03%+1,66913F-HRTimeline
Lindbrook Capital, LLC10,712$414K0.04%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV10,690$413K0.03%+4,00213F-HRTimeline
EVOKE WEALTH, LLC10,562$408K0.01%new13F-HRTimeline
Hirtle & Co., LLC10,483$405K0.02%new13F-HRTimeline
Alhambra Investment Management LLC10,454$404K0.21%-4413F-HRTimeline
Centurion Wealth Management LLC10,384$401K0.13%+1,33713F-HRTimeline
NewEdge Advisors, LLC10,249$396K<0.01%+83313F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC10,207$394K0.15%+3,05713F-HR/ATimeline
IFP Advisors, Inc10,162$393K0.01%+14513F-HRTimeline
Farther Finance Advisors, LLC10,075$389K0.01%-7,12013F-HRTimeline
CW Advisors, LLC10,000$386K0.01%new13F-HRTimeline
Gladstone Institutional Advisory LLC9,960$385K0.02%new13F-HRTimeline
Avestar Capital, LLC9,850$381K0.03%+50013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC9,734$376K0.02%+89513F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…9,563$370K0.07%+3,95613F-HRTimeline
AdvisorNet Financial, Inc9,400$363K0.03%-6713F-HRTimeline
REDW Wealth LLC9,371$362K0.13%-8,58313F-HRTimeline
CX Institutional9,300$359K0.01%new13F-HRTimeline
FLC Capital Advisors9,204$356K0.08%+3,47313F-HRTimeline
COMMERCE BANKin group COMMERCE BANK9,162$354K<0.01%013F-HRTimelineGroup
First Financial Group Corp8,940$345K0.38%13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …8,909$344K0.01%new13F-HRTimelineGroup
BIRINYI ASSOCIATES INC8,899$344K0.09%+1,68013F-HRTimeline
Sigma Planning Corp8,812$340K0.01%new13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC8,487$328K0.01%+31313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Strategic Financial Concepts, LLC8,381$324K0.06%+85113F-HR/ATimeline
Valmark Advisers, Inc.8,379$324K0.01%+65913F-HRTimeline
Core Wealth Partners LLC8,285$320K0.18%+38913F-HRTimeline
Sovran Advisors, LLC8,267$315K0.04%13F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …8,093$313K0.03%-24513F-HR/ATimeline
Richmond Investment Services, LLC7,989$309K0.17%13F-HRTimeline
Forvis Mazars Wealth Advisors, LLC7,815$302K0.01%new13F-HRTimeline
NorthCoast Asset Management LLC7,807$302K<0.01%new13F-HR/ATimeline
L.M. KOHN & COMPANY7,731$299K0.08%+28313F-HRTimeline
WILLNER & HELLER, LLC7,645$295K0.26%-20613F-HRTimeline
Consolidated Portfolio Review Corp7,482$289K0.05%+16913F-HRTimeline
Summit X, LLC7,470$289K0.06%+10013F-HRTimeline
Mayfair Advisory Group, LLC7,451$288K0.17%+80713F-HRTimeline
ALLIANCEBERNSTEIN L.P.7,385$285K<0.01%new13F-HRTimeline
Curran Financial Partners, LLC7,355$284K0.07%new13F-HRTimeline
Mutual Advisors, LLC7,230$281K0.01%+34013F-HRTimeline
ADIRONDACK TRUST CO7,189$278K0.11%-1613F-HRTimeline
World Investment Advisors7,187$278K0.01%+2513F-HRTimeline