DJIA Institutional Ownership & Shareholders
GLOBAL X DOW 30 COV CALL ETF (DJIA) is currently held by 47 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $59.50M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of DJIA tracked by InsiderSet, reporting ownership valued at approximately $21.91M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $22.24M, representing an estimated gain of +1.54% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 86% of the total disclosed DJIA value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, J.W. Cole Advisors, Inc., Xml Financial, Llc, and several other long-term asset managers with concentrated positions in GLOBAL X DOW 30 COV CALL ETF (DJIA).
This page ranks the largest institutional DJIA shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
47
Total Reported Value
$59.50M
Largest Holder
Lpl Financial Llc
Largest Position
$21.91M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
68
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.00% | 989,506 | $21,907,661 | $22,244,095 | +$336,434 | +1.54% | |
| J.W. Cole Advisors, Inc. | 0.18% | 467,472 | $10,349,838 | $10,508,771 | +$158,933 | +1.54% | |
| Xml Financial, Llc | 0.45% | 279,316 | $6,206,386 | $6,279,024 | +$72,638 | +1.17% | |
| Osaic Holdings, Inc. | 0.00% | 183,183 | $4,055,671 | $4,117,954 | +$62,283 | +1.54% | |
| Raymond James Financial Inc | 0.00% | 91,269 | $2,020,711 | $2,051,727 | +$31,016 | +1.53% | |
| Royal Bank Of Canada | 0.00% | 68,658 | $1,520,000 | $1,543,432 | +$23,432 | +1.54% | |
| Janney Montgomery Scott Llc | 0.00% | 65,612 | $1,453,000 | $1,474,958 | +$21,958 | +1.51% | |
| Cetera Investment Advisers | 0.00% | 56,144 | $1,243,024 | $1,262,117 | +$19,093 | +1.54% | |
| Old Mission Capital Llc | 0.03% | 52,766 | $1,168,239 | $1,186,180 | +$17,941 | +1.54% | |
| Stifel Financial Corp | 0.00% | 50,288 | $1,113,376 | $1,130,474 | +$17,098 | +1.54% | |
| Nwf Advisory Services Inc. | 0.10% | 50,100 | $1,113,222 | $1,126,248 | +$13,026 | +1.17% | |
| Envestnet Asset Management Inc | 0.00% | 44,954 | $995,276 | $1,010,566 | +$15,290 | +1.54% | |
| Pmg Family Office Llc | 0.52% | 25,410 | $564,610 | $571,217 | +$6,607 | +1.17% | |
| Private Advisor Group, Llc | 0.00% | 24,000 | $531,360 | $539,520 | +$8,160 | +1.54% | |
| International Assets Investment Management, Llc | 0.03% | 150,000 | $515,088 | $3,372,000 | +$2,856,912 | +554.65% | |
| Harbour Investments, Inc. | 0.01% | 21,652 | $479,375 | $486,737 | +$7,362 | +1.54% | |
| Mutual Advisors, Llc | 0.01% | 21,205 | $469,479 | $476,688 | +$7,209 | +1.54% | |
| Kestra Private Wealth Services, Llc | 0.00% | 18,769 | $417,049 | $421,927 | +$4,878 | +1.17% | |
| Wcg Wealth Advisors Llc | 0.01% | 17,811 | $394,336 | $400,391 | +$6,055 | +1.54% | |
| Mml Investors Services, Llc | 0.00% | 14,418 | $319,215 | $324,117 | +$4,902 | +1.54% | |
| Murphy & Mullick Capital Management Corp | 0.18% | 12,935 | $286,361 | $290,779 | +$4,418 | +1.54% | |
| Creativeone Wealth, Llc | 0.01% | 12,725 | $281,736 | $286,058 | +$4,322 | +1.53% | |
| Citadel Advisors Llc | 0.00% | 12,350 | $273,429 | $277,628 | +$4,199 | +1.54% | |
| Tactive Advisors, Llc | 0.06% | 11,476 | $254,997 | $257,980 | +$2,983 | +1.17% | |
| Jaffetilchin Investment Partners, Llc | 0.01% | 11,225 | $248,513 | $252,338 | +$3,825 | +1.54% | |
| Beam Wealth Advisors, Inc. | 0.05% | 10,432 | $230,967 | $234,511 | +$3,544 | +1.53% | |
| Sonoma Allocations Llc | 0.07% | 9,907 | $219,638 | $222,709 | +$3,071 | +1.40% | |
| Founders Financial Alliance, Llc | 0.02% | 8,480 | $187,746 | $190,630 | +$2,884 | +1.54% | |
| Bank Of Montreal | 0.00% | 7,145 | $158,190 | $160,620 | +$2,430 | +1.54% | |
| Cape Investment Advisory, Inc. | 0.03% | 5,743 | $127,609 | $129,103 | +$1,494 | +1.17% | |
| Fifth Third Bancorp | 0.00% | 5,354 | $118,533 | $120,358 | +$1,825 | +1.54% | |
| Ifp Advisors, Inc | 0.00% | 5,207 | $115,700 | $117,053 | +$1,353 | +1.17% | |
| Sbi Securities Co., Ltd. | 0.00% | 3,593 | $79,836 | $80,771 | +$935 | +1.17% | |
| Simplex Trading, Llc | 0.00% | 786 | $17,402 | $17,669 | +$267 | +1.54% | |
| Group One Trading Llc | 0.00% | 600 | $13,284 | $13,488 | +$204 | +1.54% | |
| Wells Fargo & Company/Mn | 0.00% | 464 | $10,271 | $10,431 | +$160 | +1.56% | |
| Morgan Stanley | 0.00% | 463 | $10,261 | $10,408 | +$147 | +1.43% | |
| Triumph Capital Management | 0.00% | 400 | $8,888 | $8,992 | +$104 | +1.17% | |
| Pnc Financial Services Group, Inc. | 0.00% | 175 | $3,875 | $3,934 | +$59 | +1.52% | |
| Dhjj Financial Advisors, Ltd. | 0.00% | 163 | $3,615 | $3,664 | +$49 | +1.36% | |
| Ifg Advisory, Llc | 0.00% | 130 | $2,878 | $2,922 | +$44 | +1.54% | |
| Fmr Llc | 0.00% | 91 | $2,020 | $2,046 | +$26 | +1.27% | |
| National Bank Of Canada | 0.00% | 62 | $1,369 | $1,394 | +$25 | +1.81% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 50,264 | $1,113 | $1,129,935 | +$1,128,822 | +101421.54% | |
| Valicenti Advisory Services Inc | 0.04% | 9,740 | $216 | $218,955 | +$218,739 | +101268.15% | |
| Kerr Financial Planning Corp | 0.00% | 1 | $23 | $22 | -$1 | -2.26% | |
| Citigroup Inc | 0.00% | 1 | $22 | $22 | +$0 | +2.18% |
Frequently asked questions about DJIA
Who are the largest institutional holders of DJIA?
The largest institutional holders of DJIA reported in the latest SEC Form 13F filings include Lpl Financial Llc, J.W. Cole Advisors, Inc., Xml Financial, Llc, Osaic Holdings, Inc., and Raymond James Financial Inc. InsiderSet ranks institutional holders by their latest reported DJIA position.
What is DJIA institutional ownership?
This page tracks DJIA positions reported by institutional investment managers through SEC Form 13F. GLOBAL X DOW 30 COV CALL ETF (DJIA) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DJIA?
InsiderSet currently tracks 47 institutional managers reporting DJIA holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of DJIA shareholders.
How much DJIA stock do institutions own?
Institutional investment managers disclosed approximately $59.50M in DJIA holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DJIA institutional ownership last updated?
The latest DJIA institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional DJIA holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its DJIA position after the reporting date.
Are institutions buying or selling DJIA?
Institutional buying and selling can be analyzed by comparing DJIA positions across consecutive 13F reporting periods. InsiderSet's DJIA Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DJIA ownership changes.
How has DJIA institutional ownership changed over time?
InsiderSet tracks DJIA institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.