BUG institutional holders

Global X Cybersecurity ETF · 226 reporting institutions · $464.8M reported value

Funds that can replace BUG · BUG return decomposition

Institutional holdings

Institutions reporting BUG, largest first
InstitutionReported positionAdvisors at firmReport period
Moss Adams Wealth Advisors LLC$65.8M212026-06-30
Lpl Financial LLC$46M23,4582026-06-30
Morgan Stanley$34.4M23,1852026-06-30
Diversify Advisory Services, LLC$19.7M1162026-06-30
Diversify Wealth Management, LLC$19.7M782026-06-30
UBS Group AG$17.5M02026-06-30
Bank of America Corp /de$15.3M02026-06-30
Hamilton Capital, LLC$12.7M602026-06-30
Citadel Advisors LLC$10.3M02026-06-30
Capital Asset Advisory Services LLC$10.2M692026-06-30
Axxcess Wealth Management, LLC$10.2M382026-06-30
Northwestern Mutual Wealth Management Co$10M02026-06-30
Royal Bank of Canada$9.9M02026-06-30
Cetera Investment Advisers$8.9M10,3702026-06-30
Raymond James Financial Inc$8.8M02026-06-30
Biltmore Family Office, LLC$8M162026-06-30
Osaic Holdings, Inc.$6.3M02026-06-30
Gts Securities LLC$6M02026-06-30
Cannell & Spears LLC$6M232026-06-30
First Interstate Bank$5.7M02026-06-30
Scotia Capital Inc.$5.7M02026-06-30
Kestra Advisory Services, LLC$5.6M1,4792026-06-30
Envision Financial Transparency, LLC$4.5M162026-06-30
Hightower Advisors, LLC$4.2M1,0462026-06-30
Susquehanna International Group, LLP$4.2M02026-06-30
Envestnet Pmc$4M602026-06-30
Hs Wealth Partners$3.8M62026-06-30
Cresset Asset Management, LLC$3.6M2122026-06-30
Mirae Asset Global Investments Co., Ltd.$3.5M02026-06-30
Rockefeller Capital Management LP$3.4M3462026-06-30
Cassady Wealth & Retirement Planning, LLC$3M52026-06-30
Farrow Financial, Inc.$2.7M12026-06-30
J. Goldman & Co., LP$2.4M02026-06-30
MML Investors Services, LLC$2.3M5,1202026-06-30
Federation Des Caisses Desjardins Du Quebec$2.3M02026-06-30
Stratos Wealth Partners, Ltd.$2.2M3862026-06-30
Stifel Financial Corp$2.1M02026-06-30
Jpmorgan Chase & Co$2M02026-06-30
Commonwealth Equity Services, LLC$2M2,8632026-06-30
Partners Capital Investment Group, LLP$1.9M12026-06-30
Iht Wealth Management LLC$1.8M1592026-06-30
Ncm Capital Management, LLC$1.6M22026-06-30
Waycross Investment Management Co$1.6M42026-06-30
B. Riley Wealth Advisors, Inc.$1.6M1702026-06-30
Arax Advisory Partners$1.5M2322026-06-30
Beacon Pointe Advisors, LLC$1.5M4662026-06-30
Advisory Services Network$1.4M2532026-06-30
Merit Financial Group, LLC$1.4M2952026-06-30
PNC Financial Services Group, Inc.$1.4M02026-06-30
Spectrum Strategic Capital Management, LLC$1.3M42026-06-30
Farther Finance Advisors, LLC$1.3M3342026-06-30
Ameriprise Financial Inc$1.3M02026-06-30
Eagle Strategies LLC$1.3M2,4962026-06-30
Level Four Advisory Services$1.2M1412026-06-30
Phoenix Wealth Advisors$1.2M72026-06-30
Private Advisor Group, LLC$1.1M9272026-06-30
Sterling Investment Counsel, LLC$1.1M52026-06-30
Joseph P. Lucia & Associates, LLC$1.1M32026-06-30
U.S. Capital Wealth Advisors, LLC$1M02026-03-31
Creativeone Wealth, LLC$979.5K2212026-06-30
Independent Financial Group, LLC$954.4K4812026-06-30
Accel Wealth Management$871.1K102026-06-30
Midwest Financial Group LLC$862.5K112026-06-30
Mariner, LLC$839.1K02026-06-30
Mai Capital Management$838.9K3082026-06-30
Summit Financial, LLC$804.7K2292026-06-30
Snowden Capital Advisors LLC$783.8K1222026-06-30
Sanctuary Advisors, LLC$773K4012026-06-30
Captrust Financial Advisors$745.2K9622026-06-30
Onedigital Investment Advisors LLC$727.5K3862026-06-30
Tidal Investments LLC$697K02026-06-30
Fairview Capital Investment Management, LLC$694.3K02026-06-30
Aventura Private Wealth, LLC$690.5K32026-06-30
Hbw Advisory Services LLC$684K682026-06-30
Group One Trading LLC$683.4K02026-06-30
O'Rourke & Company, Incorporated$670.9K22026-06-30
Stelac Advisory Services LLC$659.1K12026-06-30
National Bank of Canada /fi$622.5K02026-06-30
Integras Partners LLC$617.7K42026-06-30
Simplex Trading, LLC$580.9K02026-06-30
Rfg Advisory, LLC$577.9K1912026-06-30
Certuity, LLC$571.1K242026-06-30
Goldman Sachs Group Inc$556.8K02026-06-30
Imc-Chicago, LLC$556.1K02026-06-30
Ameritas Advisory Services, LLC$546.4K5502026-06-30
Bleakley Financial Group, LLC$527.3K1242026-06-30
Brookstone Capital Management$517.4K3372026-06-30
Hb Wealth Management, LLC$492.3K1692026-06-30
Ifp Advisors, Inc$487K3182026-06-30
Perigon Wealth Management, LLC$478.6K922026-06-30
Focus Partners Advisor Solutions, LLC$468.8K422026-06-30
Spire Wealth Management$454.5K32026-06-30
Archford Capital Strategies, LLC$452K162026-06-30
Omni 360 Wealth, Inc.$437.5K52026-06-30
Dakota Wealth Management$422K02026-06-30
Concurrent Investment Advisors, LLC$421.5K3492026-06-30
Pfg Investments, LLC$420.6K02026-06-30
Baird Financial Group, Inc.$420.1K02026-06-30
Fourthought Financial Partners, LLC$411.5K112026-06-30
Wealth Effects$409.4K72026-06-30
Wolverine Trading, LLC$392.7K02025-09-30
Mutual Advisors, LLC$389K1532026-06-30
Migdal Insurance & Financial Holdings Ltd.$381.9K02026-06-30
Lionhunter Capital Management, LLC$381.9K02026-06-30
Two Sigma Securities, LLC$381.7K02026-06-30
Stonex Group Inc.$380.7K02026-06-30
C2p Capital Advisory Group, LLC D.b.a. Prosperity Capital Advisors$378.5K1032026-06-30
Provenance Wealth Advisors$375.8K182026-06-30
CIBC World Market Inc.$361.7K02026-06-30
Calton & Associates, Inc.$343K1402026-06-30
Fifth Third Bancorp$334.7K02026-06-30
Uhlmann Price Securities, LLC$330.7K02026-06-30
Synovus Financial Corp$330.6K02025-09-30
Nautilus Advisors LLC$329.7K32026-06-30
Newedge Advisors$328.3K6012026-06-30
Financial Solutions Advisory Group$327.1K82026-06-30
New Edge Wealth$309.4K1512026-06-30
Lanark Financial, Inc.$308K692026-06-30
Atria Investments, Inc$296.5K62026-06-30
Robertson Stephens Wealth Management, LLC$290.9K722026-06-30
Hub Investment Partners, LLC$275.8K1182026-06-30
Sbi Securities Co., Ltd.$268.1K02026-06-30
Bank of Montreal /can$265.1K02026-06-30
Wealth Enhancement Advisory Services, LLC$263.2K1,0262026-06-30
Trexquant Investment LP$262.7K02026-06-30
Gladstone Institutional Advisory LLC$258.6K1082026-06-30
Sterling Investment Advisors, Ltd.$256.4K72026-06-30
Novak & Powell Financial Services, Inc.$255.2K82026-06-30
&partners$248.9K5552026-06-30
Vestgen Advisors, LLC$243K582026-06-30
Keystone Financial Group$240.9K342026-06-30
Telos Capital Management, Inc.$232.5K122026-06-30
Creative Planning$231.9K1,1712026-06-30
Guardian Asset Advisors, LLC$229.9K92026-06-30
Pinnacle Financial Partners, Inc.$229.1K02026-06-30
Purus Wealth Management, LLC$227.3K62026-06-30
Tactive Advisors, LLC$227.2K182026-06-30
Chicago Oakbrook Financial Group$225.5K102026-06-30
Integrated Wealth Concepts LLC$219.3K4802026-06-30
Maridea Wealth Management$210.8K382026-06-30
Herbst Group, LLC$210K22026-06-30
Wealthcare Investment Partners LLC$208K62026-06-30
Viawealth, LLC$206.6K22026-06-30
Werba Rubin Papier Wealth Management, LLC$206.1K72026-06-30
Grey Ledge Advisors, LLC$205.7K82026-06-30
Ima Advisory Services, Inc.$205.5K482026-06-30
Independent Wealth Network Inc.$204.4K342026-06-30
Mercer Global Advisors Inc /adv$204.2K02026-06-30
Strategic Wealth Partners, Ltd.$203.2K02026-06-30
O'Shaughnessy Asset Management, LLC$199.6K582026-06-30
Jupiter Wealth Management LLC$191K32026-06-30
Clal Insurance Enterprises Holdings Ltd$174.9K02026-06-30
TD Waterhouse Canada Inc.$165.3K02026-06-30
Allworth Financial, LP$158.4K3172026-06-30
Intesa Sanpaolo Wealth Management$151.6K02026-06-30
Comerica Bank$145K02025-12-31
Cwm, LLC$123.7K6672026-03-31
Allsquare Wealth Management LLC$112.7K42025-09-30
Fmr LLC$108.8K02026-06-30
International Assets Investment Management, LLC$98.9K1222026-06-30
Eversource Wealth Advisors, LLC$90.1K772026-06-30
Cheviot Value Management, LLC$89.7K82026-06-30
Founders Financial Alliance, LLC$82.1K322026-06-30
Umb Bank, N.A.$76.4K02026-06-30
Geneos Wealth Management, Inc.$75.6K1932026-06-30
Ankerstar Wealth, LLC$73.1K62026-06-30
Private Trust Co NA$64.9K02026-06-30
Glenmede Trust Co NA$61.2K62025-09-30
Innovative Asset Advisors Group$55.4K122026-06-30
Parallel Advisors, LLC$49.6K752026-06-30
Capital Investment Advisory Services, LLC$49.6K1032026-06-30
Creative Financial Designs Inc /adv$48.4K02026-06-30
Harbour Investments, Inc.$45.6K2472026-06-30
Nbh Bank$40.1K02026-06-30
Steward Partners Investment Advisory, LLC$38.8K4812026-06-30
Fairscale Capital, LLC$28.5K32026-06-30
Archer Investment Corp$26.7K782026-06-30
Triumph Capital Management$26.6K142026-06-30
US Bancorp$24K02026-06-30
Wells Fargo & Company/mn$23.4K02026-06-30
Global Retirement Partners LLC$23.2K4912026-06-30
Winch Financial$22K72026-06-30
Bogart Wealth, LLC$19.1K242026-06-30
Golden State Wealth Management, LLC$19.1K472026-06-30
Lloyd Advisory Services, Llc.$16.6K72026-06-30
Jones Financial Companies LLLP$16K02026-06-30
Bellevue Asset Management, LLC$15.2K22026-06-30
Adirondack Trust Co$13.7K02026-06-30
Deutsche Bank AG$11.5K02026-06-30
Signaturefd, LLC$9.6K492026-06-30
Reap Financial Group, LLC$9.6K72026-06-30
Ameriflex Group, Inc.$7.4K2122026-06-30
Smartleaf Asset Management LLC$7.4K92026-06-30
Continuum Advisory, LLC$7.3K402026-06-30
Assetmark, Inc$6.5K2202026-06-30
Keating Financial Advisory Services, Inc.$5.4K252026-06-30
Darwin Wealth Management, LLC$3.9K122026-06-30
Concord Wealth Partners$3.2K112026-06-30
Blue Bell Private Wealth Management, LLC$2.5K112026-06-30
Institute for Wealth Management, Llc.$2.3K132026-06-30
Tower Research Capital LLC (trc)$2.3K02026-06-30
Thrivent Financial for Lutherans$2.2K02026-06-30
Elevated Capital Advisors, LLC$2.1K202026-06-30
Ayalon Insurance Comp Ltd.$2K02026-06-30
Cambridge Investment Research Advisors, Inc.$2K3,9402026-03-31
Lifesteps Financial$1.9K72026-06-30
Trust Co of Vermont$1.7K02026-06-30
Robbins Farley$1.5K42026-06-30
Granite Bay Wealth Management, LLC$1.4K02026-06-30
Bear Mountain Capital, Inc.$1.3K92026-06-30
Advisors Management Group Inc /adv$1.2K02026-06-30
Cva Family Office, LLC$1.1K82026-06-30
Corecap Advisors, LLC$9171182026-06-30
Hazlett, Burt & Watson, Inc.$784202026-06-30
Bernard Wealth Management Corp.$65032026-06-30
Silver Grove Financial Group, Inc.$496172026-06-30
Janney Montgomery Scott LLC$3541,3422026-06-30
Wedbush Securities Inc$2722202026-06-30
Park Avenue Securities LLC$2361,9082026-06-30
Solstein Capital, LLC$15322026-06-30
Fourth Dimension Wealth, LLC$15392026-06-30
Ulland Investment Advisors, LLC$12932026-06-30
Blackrock, Inc.$4302026-06-30
Compass Financial Management LLC$25462026-06-30
Ae Wealth Management LLC$214712026-06-30
Cx Institutional$3802026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30