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Disclosery

SOCL GLOBAL X FDS

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SOCIAL MED ETF (fund)

42 managers (42 13F filers) reported a position in SOCL shares at 2025-03-31, 1,154,814 shares in all. 6 filers opened a position and 5 filers sold out during the quarter.

Managers
42
13F filers
42
New
6
Added
11
Reduced
7
Sold out
5
Shares held by filers
1,154,814

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
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.365,000$16M0.07%013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…291,925$12.8M0.01%-2,35713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/208,011$9.12M<0.01%-5,56113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY71,559$3.14M<0.01%+15,69613F-HRTimelineGroup
UBS Group AGin group UBS Group AG29,424$1.29M<0.01%+23713F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP28,892$1.27M<0.01%new13F-HRTimelineGroup
LPL Financial LLC28,680$1.26M<0.01%+3,53513F-HRTimeline
Cambridge Investment Research Advisors,…23,733$1.04M<0.01%+1,25313F-HRTimeline
Joseph P. Lucia & Associates, LLC21,591$947K0.43%-41413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.14,687$644K<0.01%-87013F-HRTimelineGroup
SOA Wealth Advisors, LLC.13,505$592K0.12%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC12,910$566K<0.01%+5,06113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC9,649$423K<0.01%-46213F-HRTimelineGroup
Cetera Investment Advisers7,473$328K<0.01%new13F-HRTimeline
Integrated Wealth Concepts LLC7,258$318K<0.01%+2513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,968$174K<0.01%+5713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,943$173K<0.01%+14613F-HRTimelineGroup
Manchester Capital Management LLC2,700$118K0.01%013F-HRTimeline
FMR LLCin group FMR LLC1,780$78.1K<0.01%+2613F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC1,512$66.3K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,218$53.4K<0.01%-96913F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,000$43.8K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.746$32.7K<0.01%+1313F-HRTimeline
Bell Investment Advisors, Inc575$25.2K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL467$20.5K<0.01%013F-HRTimeline
Allworth Financial LP350$15.2K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV313$13.7K<0.01%-813F-HRTimeline
CWM, LLCin group CWM, LLC300$13K<0.01%013F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…250$11K<0.01%new13F-HRTimelineGroup
SBI Securities Co., Ltd.205$8.99K<0.01%+5013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC200$8.77K<0.01%013F-HRTimeline
Founders Capital Management200$8.77K0.01%013F-HRTimeline
Rossby Financial, LCC182$7.92K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management171$7.5K<0.01%013F-HRTimelineGroup
Prestige Wealth Management Group LLC160$7.01K<0.01%013F-HR/ATimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO149$6.53K<0.01%013F-HRTimelineGroup
Qube Research & Technologies Ltd51$2.24K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.56$2.14K<0.01%new13F-HRTimelineGroup
Larson Financial Group LLC18$789<0.01%013F-HRTimeline
AE Wealth Management LLC2$88<0.01%new13F-HRTimeline
CoreCap Advisors, LLC1$44<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.