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Global X Fds shares owned by Summit Financial

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

Historical chart of Summit Financial investment in Global X Fds

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

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Quarterly reported holdings in Global X Fds by Summit Financial

Quarter filed Position value Share count Share price at filing
2026-03-31 $4.2M 60k 70.84
2025-12-31 $555k 8.5k 65.02
2025-09-30 $482k 6.9k 70.24
2025-06-30 $343k 5.7k 60.37

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View all positions for Summit Financial

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
Jane Street
Envestnet Asset Management
Resources Investment Advisors
Merit Financial Group
Royal Bank of Canada
UBS Group
Global X Japan
Sanctuary Advisors

View all funds holding Global X Fds