GLOBAL X FDS

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SOCL·37950E416·US·ETF-13D/G

SOCL (GLOBAL X FDS) is held by 23 institutional investors as of Q2 2026. Largest holders: BANK OF AMERICA CORP /DE/ ($12.8M), PNC FINANCIAL SERVICES GROUP, INC. ($5.4M), MORGAN STANLEY ($2.1M). Net institutional sentiment: Mixed.

23

Holders

(5 Elite)

$24.6M

Total Value

41% (22)

Consensus

9 buying - 13 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)83

Insider (Form 4)77

Activist (13D/13G)53

Congressional (STOCK Act)74

Holder Quality

84

★★★★★

Elite

58

★★★★

Strong

12

★★★

Solid

50

★★

Below

11

★

Weak

Held by 23 funds

5 elite

Who's Trading

Source dates: Price Oct 12, 2026 · Insiders none · Activists May 8, 2026 · Congress none

ActivistThe PNC Financial Services Group, Inc.4.9%May 8, 2026

View all activist filings

Top Holders

Top Holders (23)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BANK OF AMERICA CORP /DE/	Increased	291,976(+23.6%)	$12.8M	0.0%	+1.26%	34
PNC FINANCIAL SERVICES GROUP, INC.	Decreased	122,589(-6.9%)	$5.4M	0.0%	-11.57%	0
MORGAN STANLEY	Decreased	48,273(-12.8%)	$2.1M	0.0%	+2.05%	0
LPL Financial LLC	Increased	34,675(+1.2%)	$1.5M	0.0%	-1.66%	26
UBS Group AG	Increased	17,865(+0.9%)	$782,648	0.0%	+23.14%	25
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Decreased	10,398(-43.7%)	$455,528	0.0%	-10.76%	0
JANE STREET GROUP, LLC	Decreased	8,033(-60.9%)	$351,919	0.0%	-10.53%	0
OSAIC HOLDINGS, INC.	Decreased	6,649(-1.1%)	$291,636	0.0%	-2.46%	0
IWIntegrated Wealth Concepts LLC	Decreased	5,277(-4.4%)	$231,179	0.0%	+10.08%	0
WELLS FARGO & COMPANY/MN	Increased	5,057(+5.1%)	$221,542	0.0%	-17.30%	16
AMERIPRISE FINANCIAL INC	Decreased	4,836(-23.7%)	$211,848	0.0%	-15.92%	0
FMR LLC	Increased	2,703(+81.2%)	$118,398	0.0%	+2.84%	23
Rockefeller Capital Management L.P.	Unchanged	1,036	$45,390	0.0%	-25.06%	0
US BANCORP \DE\	Unchanged	1,000	$43,809	0.0%	+4.38%	0
BLAIR WILLIAM & CO/IL	Unchanged	421	$18,444	0.0%	+42.66%	0
FIFTH THIRD BANCORP	Unchanged	417	$18,268	0.0%	-1.81%	0
Allworth Financial LP	Unchanged	350	$15,334	0.0%	-24.74%	0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	120(+9.1%)	$5,257	0.0%	+12.22%	11
TD Waterhouse Canada Inc.	Unchanged	100	$4,526	0.0%	-6.07%	0
JPMORGAN CHASE & CO	Increased	91(+122.0%)	$3,992	0.0%	-6.57%	16

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SOCLGLOBAL X FDS

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer