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Global X Fds shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of Global X Fds (SHLD) shares owned by Captrust Financial Advisors from 13F filings

Historical chart of Captrust Financial Advisors investment in Global X Fds

Tip: Access up to 7 years of quarterly data

All positions including Global X Fds held by Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Global X Fds by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.8M 54k 70.83
2025-12-31 $289k 4.5k 64.79
2025-09-30 $204k 2.9k 70.24

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View all positions for Captrust Financial Advisors

Top funds holding Global X Fds

Bank of America Corporation
LPL Financial
Harel Insurance Investments & Financial Services
Mirae Asset Global Etfs Holdings
Morgan Stanley
Bank Of Montreal
Clal Insurance Enterprises Holdings
Merit Financial Group
Raymond James Financial
Jane Street
Envestnet Asset Management
Resources Investment Advisors
Advisor Group Holdings
Royal Bank of Canada
UBS Group

View all funds holding Global X Fds