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Disclosery

BUG GLOBAL X FDS

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CYBRSCURTY ETF (fund)

177 managers (178 13F filers) reported a position in BUG shares at 2025-03-31, 8,966,118 shares in all. 25 filers opened a position and 21 filers sold out during the quarter.

Managers
177
13F filers
178
New
25
Added
74
Reduced
44
Sold out
21
Shares held by filers
8,966,118

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Moss Adams Wealth Advisors LLC1,399,273$45.3M4.77%+41,58013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY898,958$29.1M<0.01%+50,89913F-HRTimelineGroup
LPL Financial LLC563,853$18.2M0.01%+3,36313F-HRTimeline
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding442,137$14.5M+56,216Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC392,407$12.7M<0.01%+46,02513F-HRTimelineGroup
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …388,616$12.6M0.22%+10,75013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/348,423$11.3M<0.01%-3,99513F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC234,006$7.57M0.04%-40,22813F-HRTimelineGroup
Cetera Investment Advisers217,375$7.03M0.01%-4,60213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA211,842$6.85M<0.01%+27,10113F-HR/ATimelineGroup
Merit Financial Group, LLC188,875$6.11M0.09%+28,98513F-HRTimeline
Biltmore Family Office, LLC158,465$5.12M0.87%+6613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.148,606$4.81M0.01%+38,12113F-HRTimelineGroup
HighTower Advisors, LLC139,588$4.51M0.01%+6,28113F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…131,575$4.26M0.17%+6,00913F-HRTimelineGroup
CIBC WORLD MARKET INC.128,024$4.14M0.01%-10,21513F-HRTimeline
POTENTIA WEALTH123,794$4M1.88%+45913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…109,802$3.55M<0.01%-4,43413F-HRTimelineGroup
WealthBridge Investment Counsel Inc.97,400$3.15M1.15%+1,00013F-HRTimeline
TigerOak Management, L.L.C.96,660$3.13M1.21%-34913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC94,763$3.06M<0.01%+12,97413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO91,710$2.97M<0.01%+46,05313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC88,547$2.86M<0.01%-33,07913F-HRTimelineGroup
UBS Group AGin group UBS Group AG87,879$2.84M<0.01%+66,92313F-HRTimelineGroup
Cambridge Investment Research Advisors,…82,366$2.66M0.01%+80613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…80,818$2.61M<0.01%-3,76613F-HRTimelineGroup
Farrow Financial, Inc.76,272$2.47M1.66%+1,43213F-HRTimeline
MML INVESTORS SERVICES, LLC75,555$2.44M0.01%+7,38713F-HRTimeline
Pinnacle Wealth Management Group, Inc.72,256$2.34M1.63%-9,07713F-HRTimeline
Whalen Wealth Management Inc.69,557$2.25M1.5%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC68,490$2.21M<0.01%-22,96713F-HRTimelineGroup
Granite Bay Wealth Management, LLC57,218$1.85M0.64%-285,85113F-HRTimeline
OARSMAN CAPITAL, INC.50,457$1.63M0.29%+2,39913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC47,946$1.55M0.02%new13F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.47,466$1.54M0.02%+5,12513F-HRTimelineGroup
Kropog Financial Group, LLC42,680$1.38M1.31%+10713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP41,502$1.34M<0.01%+31,77013F-HRTimelineGroup
Northeast Financial Consultants Inc40,450$1.31M0.06%013F-HRTimeline
Mariner, LLCin group Mariner, LLC39,343$1.27M<0.01%+9,73213F-HRTimelineGroup
Dakota Wealth Management37,521$1.21M0.03%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC32,049$1.04M0.03%013F-HRTimeline
Phoenix Wealth Advisors31,206$1.01M0.44%+6,13513F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.29,714$961K0.01%new13F-HRTimelineGroup
NCM Capital Management, LLC28,864$933K0.42%+3,89213F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV28,545$923K0.2%+2,11213F-HRTimeline
Essex LLC27,840$900K0.2%-3,30013F-HRTimeline
Sanctuary Advisors, LLC26,158$846K0.01%+18,84713F-HRTimeline
CERTUITY, LLC25,360$820K0.09%+1113F-HRTimeline
Federation des caisses Desjardins du Qu…25,086$811K<0.01%+3,15113F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …25,000$809K0.01%013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management24,826$803K0.03%-57413F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC24,319$786K0.02%-14,64813F-HRTimelineGroup
OneDigital Investment Advisors LLC23,554$762K0.01%+1,06313F-HRTimeline
NewEdge Wealth, LLC23,253$752K0.01%-5,72213F-HRTimeline
Accel Wealth Management22,588$730K0.26%-91013F-HRTimeline
Private Advisor Group, LLC22,160$717K<0.01%+1,05713F-HRTimeline
Sterling Investment Counsel, LLC22,000$711K0.24%+2,91913F-HRTimeline
Eagle Strategies LLC21,993$711K0.12%+1,89813F-HRTimeline
Bleakley Financial Group, LLC21,686$701K0.02%+14,24913F-HRTimeline
Apella Capital, LLC21,153$694K0.02%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…21,351$690K<0.01%new13F-HRTimelineGroup
CW Advisors, LLC19,459$644K0.01%new13F-HRTimeline
Black Swift Group, LLC19,360$626K0.14%-6,03213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC18,928$612K<0.01%-4,32813F-HRTimelineGroup
Insight Advisors, LLC/ PA18,797$608K0.11%-7,93313F-HRTimeline
Grandview Asset Management LLC18,332$593K0.23%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.18,199$586K0.26%-5213F-HRTimeline
Joseph P. Lucia & Associates, LLC17,717$573K0.26%+70413F-HRTimeline
O'ROURKE & COMPANY, Inc17,232$557K0.28%-16813F-HRTimeline
Empire Financial Management Company, LLC17,000$550K0.17%new13F-HRTimeline
HBW ADVISORY SERVICES LLC16,962$549K0.08%-14013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.16,098$521K<0.01%+1,41313F-HRTimeline
Sowell Financial Services LLC15,857$513K0.02%new13F-HRTimeline
Advisory Services Network, LLC14,464$468K0.01%+3,10713F-HRTimeline
WOLVERINE TRADING, LLC14,237$468K0.01%new13F-HRTimeline
IHT Wealth Management, LLC14,363$465K0.01%-2,61213F-HRTimeline
Guardian Asset Advisors, LLC14,348$464K0.3%-21613F-HRTimeline
Snowden Capital Advisors LLC13,959$451K0.01%+6,01113F-HRTimeline
Intrepid Financial Planning Group LLC13,698$443K0.21%+86513F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP12,703$411K<0.01%new13F-HRTimelineGroup
HUB Investment Partners, LLC12,472$403K0.02%-9,08313F-HRTimeline
Freedom Investment Management, Inc.12,421$402K0.03%+12813F-HRTimeline
Greystone Financial Group, LLC12,373$400K0.07%-21513F-HRTimeline
Cresset Asset Management, LLC12,072$390K<0.01%-82713F-HRTimeline
Caliber Wealth Management, LLC / KS11,750$380K0.05%13F-HRTimeline
VestGen Advisors, LLC11,248$364K0.02%13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…11,094$359K<0.01%013F-HRTimelineGroup
Archford Capital Strategies, LLC11,088$359K0.05%-43913F-HRTimeline
Beacon Pointe Advisors, LLC11,022$356K<0.01%+11513F-HRTimeline
Atria Wealth Solutions, Inc.10,862$351K<0.01%+4,55513F-HRTimeline
FourThought Financial Partners, LLC10,772$348K0.04%+1113F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …10,492$343K0.03%+1,04513F-HRTimeline
IFP Advisors, Inc10,380$336K0.01%-4613F-HRTimeline
Stelac Advisory Services LLC10,255$331K0.14%+1,91413F-HRTimeline
Ayalon Insurance Comp Ltd.10,169$329K0.11%013F-HRTimeline
SYNOVUS FINANCIAL CORP9,440$305K<0.01%+1,75013F-HRTimeline
Delta Financial Group, Inc.8,783$299K0.07%-4913F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…9,244$299K<0.01%013F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.8,920$288K<0.01%-2,15013F-HRTimelineGroup
Robertson Stephens Wealth Management, L…8,751$283K0.01%-1,27313F-HRTimeline
Owen LaRue, LLC8,550$277K0.14%-1,50013F-HRTimeline
Integras Partners LLC8,517$275K0.25%-1,31913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC8,400$272K0.01%013F-HRTimeline
Trexquant Investment LP8,293$268K<0.01%new13F-HRTimeline
Provenance Wealth Advisors, LLC7,891$255K0.04%+6,99313F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources7,628$247K<0.01%+713F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/7,612$246K<0.01%-1,62513F-HRTimelineGroup
FMR LLCin group FMR LLC7,485$242K<0.01%+5,00413F-HRTimelineGroup
AMERIFLEX GROUP, INC.7,313$237K0.1%+2813F-HRTimeline
MAI Capital Management7,140$231K<0.01%-45113F-HRTimeline
SBI Securities Co., Ltd.7,074$229K0.01%+36713F-HRTimeline
Claro Advisors Inc.6,815$220K0.03%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…6,714$216K0.01%+113F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management6,650$215K<0.01%new13F-HRTimelineGroup
SSI INVESTMENT MANAGEMENT LLC6,420$208K0.02%new13F-HRTimeline
Purus Wealth Management, LLC6,404$207K0.09%-12813F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV6,244$202K0.02%-1,14413F-HRTimeline
SIMPLEX TRADING, LLC5,805$187K0.01%+39013F-HRTimeline
North Star Investment Management Corp.5,770$187K0.01%013F-HRTimeline
Turim 21 Investimentos Ltda.5,393$174K0.05%013F-HRTimeline
CWM, LLCin group CWM, LLC5,391$174K<0.01%+213F-HRTimelineGroup
West Branch Capital LLC5,000$162K0.05%new13F-HRTimeline
Allworth Financial LP4,803$159K<0.01%-33313F-HRTimeline
COMERICA BANK4,350$141K<0.01%+55013F-HRTimeline
Steward Partners Investment Advisory, L…3,745$121K<0.01%+6213F-HRTimeline
LANARK FINANCIAL, INC.3,043$98K0.01%+3,04013F-HRTimeline
Opal Wealth Advisors, LLC2,583$83.5K0.03%new13F-HRTimeline
NewEdge Advisors, LLC2,229$72.1K<0.01%-6,55213F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC2,121$68.6K<0.01%+55013F-HRTimelineGroup
EPG Wealth Management LLC2,036$65.9K0.02%+213F-HRTimeline
HARBOUR INVESTMENTS, INC.1,945$62.9K<0.01%+9613F-HRTimeline
AE Wealth Management LLC1,861$60.2K<0.01%+1,73513F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA1,740$56.3K<0.01%013F-HRTimelineGroup
GPS Wealth Strategies Group, LLC1,473$47.6K0.01%+40613F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd1,400$45.3K<0.01%013F-HRTimelineGroup
Capital Investment Advisory Services, L…1,300$42K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC1,092$35.3K<0.01%+113F-HRTimeline
GROUP ONE TRADING LLC1,007$32.6K<0.01%+94313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC907$29.1K<0.01%+30013F-HRTimelineGroup
Parallel Advisors, LLC876$28.3K<0.01%013F-HRTimeline
Sandy Spring Bank775$25.1K<0.01%013F-HRTimeline
Fairscale Capital, LLC747$24.2K0.02%013F-HRTimeline
2UniFi Bank650$22K0.01%013F-HRTimeline
AllSquare Wealth Management LLC652$21.1K0.01%013F-HRTimeline
Winch Advisory Services, LLC576$18.6K<0.01%+113F-HRTimeline
PRIVATE TRUST CO NA537$17.4K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC500$16.2K<0.01%013F-HR/ATimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC485$15.7K<0.01%+113F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC398$12.9K0.01%+113F-HRTimeline
Archer Investment Corp349$11.3K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\337$10.9K<0.01%-31513F-HRTimelineGroup
Cheviot Value Management, LLC300$10.4K<0.01%new13F-HRTimeline
Darwin Wealth Management, LLC282$9.05K<0.01%013F-HRTimeline
Stonebridge Financial Group, LLC233$7.54K<0.01%+8013F-HRTimeline
Laurel Wealth Advisors LLC200$6.47K<0.01%-70013F-HRTimeline
TD Waterhouse Canada Inc.194$6.33K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN195$6.32K<0.01%+14713F-HRTimelineGroup
Continuum Advisory, LLC190$6.14K<0.01%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC200$6K<0.01%new13F-HRTimelineGroup
Geneos Wealth Management Inc.185$5.98K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC106$3.43K<0.01%+7813F-HRTimeline
ALBION FINANCIAL GROUP /UT80$2.59K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC78$2.55K<0.01%013F-HRTimeline
Painted Porch Advisors LLC68$2.21K<0.01%+4613F-HRTimeline
Dunhill Financial, LLC60$1.94K<0.01%013F-HRTimeline
GoalVest Advisory LLC50$1.62K<0.01%new13F-HRTimeline
TRUST CO OF VERMONT44$1.42K<0.01%-8513F-HRTimeline
Parkside Financial Bank & Trust40$1.29K<0.01%new13F-HRTimeline
CVA Family Office, LLC30$970<0.01%013F-HRTimeline
Garde Capital, Inc.26$830<0.01%new13F-HRTimeline
Bernard Wealth Management Corp.17$550<0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC6$194<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC4$129<0.01%013F-HRTimeline
Robbins Farley2$65<0.01%013F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…1$00%013F-HRTimelineGroupValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Bogart Wealth, LLC0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.