PAVE institutional holders

Global X U.S. Infrastructure Development ETF · 845 reporting institutions · $9.8B reported value

Funds that can replace PAVE · PAVE return decomposition

Institutional holdings

Institutions reporting PAVE, largest first
InstitutionReported positionAdvisors at firmReport period
Bank of America Corp /de$1.5B02026-06-30
Bank of Montreal /can$1.4B02026-06-30
Morgan Stanley$686.1M23,1852026-06-30
Lpl Financial LLC$566.6M23,4582026-06-30
Envestnet Pmc$299.9M602026-06-30
Jpmorgan Chase & Co$263.4M02026-06-30
CIBC Bancorp USA Inc.$248.1M02026-06-30
Wells Fargo & Company/mn$212M02026-06-30
Focus Partners Wealth$180.4M1,0482026-06-30
CIBC Private Wealth Group LLC$174.5M02025-12-31
Meitav Investment House Ltd$167M02026-06-30
Riverfront Investment Group, LLC$160.4M302026-06-30
UBS Group AG$139.4M02026-06-30
Principal Financial Group Inc$137.1M02026-06-30
Osaic Holdings, Inc.$131.3M02026-06-30
Royal Bank of Canada$116M02026-06-30
Waddell & Associates, LLC$115.7M02026-06-30
Raymond James Financial Inc$109.7M02026-06-30
Northwestern Mutual Wealth Management Co$109.4M02026-06-30
Moss Adams Wealth Advisors LLC$109M212026-06-30
Cetera Investment Advisers$100.1M10,3702026-06-30
Kestra Investment Management, LLC$97M92026-06-30
Ameriprise Financial Inc$82.9M02026-06-30
Axxcess Wealth Management, LLC$62.4M382026-06-30
Capital Asset Advisory Services LLC$60.6M692026-06-30
Kestra Advisory Services, LLC$60.3M1,4792026-06-30
Commonwealth Equity Services, LLC$59.3M2,8632026-06-30
Evergreen Capital Management LLC$54.2M282026-06-30
Mariner, LLC$51.8M02026-06-30
Hightower Advisors, LLC$51.3M1,0462026-06-30
MML Investors Services, LLC$49.7M5,1202026-06-30
Van Eck Associates Corp.$46.1M02026-06-30
First Interstate Bank$44.5M02026-06-30
Ep Wealth Advisors, LLC$43.8M3382026-06-30
Composition Wealth, LLC$42.9M762026-06-30
Mirae Asset Global Investments Co., Ltd.$41.4M02026-06-30
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Ltd$38.2M02026-06-30
Destination Wealth Management$36.6M372026-06-30
Evolution Wealth Advisors, LLC$35.9M82026-06-30
Pacific Life Fund Advisors LLC$35M02026-06-30
Great Valley Advisor Group, LLC$34M2052026-06-30
Cooper McManus$34M632026-06-30
Rockefeller Capital Management LP$33.6M3462026-06-30
Stifel Financial Corp$29.6M02026-06-30
Steward Partners Investment Advisory, LLC$29.1M4812026-06-30
Ameritas Advisory Services, LLC$27.8M5502026-06-30
Equitable Holdings, Inc.$26.5M02026-06-30
Teamwork Financial Advisors, LLC$23.7M112026-06-30
Cwm, LLC$23.4M6672026-03-31
Jones Financial Companies LLLP$23.4M02026-06-30
360 Financial$22.1M102026-06-30
Rockport Wealth LLC$21.7M82026-06-30
Mfa Wealth Advisors, LLC$19.3M82026-06-30
Riggs Asset Managment Co. Inc.$18.9M82026-06-30
Private Advisor Group, LLC$18.9M9272026-06-30
Blair William & Co/il$18.6M3292026-06-30
Tidal Investments LLC$18.4M02026-06-30
Hbw Advisory Services LLC$16.9M682026-06-30
Gerber Kawasaki Wealth & Investment Management$16.1M392026-06-30
Citigroup Inc$15.7M02026-06-30
CIBC World Market Inc.$15.6M02026-06-30
Destiny Wealth Partners, LLC$15.1M162026-06-30
Altfest L J & Co Inc$14.9M192026-06-30
Mai Capital Management$14.5M3082026-06-30
Robertson Stephens Wealth Management, LLC$14.4M722026-06-30
Vishria Bird Financial Group, LLC$14.4M02025-09-30
Eagle Strategies LLC$14.1M2,4962026-06-30
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Ltd$13.5M02026-06-30
Symphony Financial Services, Inc.$12.8M102026-06-30
New England Private Wealth Advisors LLC$12.7M122026-06-30
Rothschild Investment LLC$12.7M182026-06-30
Sage Capital Management, LLC$12.6M32026-06-30
Wealthcare Advisory Partners LLC$12.5M1702026-06-30
Adapt Wealth Advisors, LLC$12.4M72026-06-30
Chicago Wealth Management, Inc.$11.8M52026-06-30
Stratos Wealth Partners, Ltd.$11.7M3862026-06-30
Irc Wealth$11.4M72026-06-30
National Philanthropic Trust$11.4M02026-06-30
Jmac Enterprises LLC$11.3M32026-06-30
Financial Partners Group, Inc$10.8M92026-06-30
Mercer Global Advisors Inc /adv$10.7M02026-06-30
Thryve Wealth Management$10.2M42026-06-30
Valley Wealth Managers, Inc.$9.9M472026-06-30
Clarus Group, Inc.$9.9M02026-06-30
Cascade Financial Partners, LLC$9.8M72026-06-30
Aptus Capital Advisors, LLC$9.8M212026-06-30
Iht Wealth Management LLC$9.7M1592026-06-30
Quadrant Private Wealth Management, LLC$9.1M122026-06-30
&partners$8.9M5552026-06-30
Y.D. More Investments Ltd$8.8M02026-06-30
Sanctuary Advisors, LLC$8.7M4012026-06-30
5th Street Advisors, LLC$8.6M42026-06-30
Ameritas Investment Partners, Inc.$8.4M72026-06-30
Independent Financial Group, LLC$8.4M4812026-06-30
Ausdal Financial Partners, Inc.$8.4M1892026-06-30
Copley Financial Group, Inc.$8M102026-06-30
Wcg Wealth Advisors LLC$7.7M1302026-06-30
Phoenix Financial Ltd.$7.7M02026-06-30
Arq Wealth Advisors, LLC$7.6M152026-06-30
Newedge Advisors$7.6M6012026-06-30
Ntv Asset Management LLC$7.6M52026-06-30
Capital Advantage, Inc.$7.6M82026-06-30
Snowden Capital Advisors LLC$7.5M1222026-06-30
Washington Growth Strategies LLC$7.4M12026-06-30
San Luis Wealth Advisors$7.3M72026-06-30
Retirement Planning Group, LLC / NY$7.1M02026-06-30
Aspire Capital Advisors LLC$7.1M132026-06-30
Castle Wealth Management LLC$6.9M52026-06-30
Guilbault Capital LLC$6.9M22026-06-30
Harbour Investments, Inc.$6.7M2472026-06-30
Lake Hills Wealth Management, LLC$6.6M32026-06-30
Elyxium Wealth, LLC$6.6M72026-06-30
Assetmark, Inc$6.4M2202026-06-30
Kestra Private Wealth Services, LLC$6.4M2062026-06-30
Farther Finance Advisors, LLC$6.3M3342026-06-30
Kingsview Wealth Management, LLC$6.2M1152026-06-30
PNC Financial Services Group, Inc.$6.2M02026-06-30
Provident Co of the Employees of the Hebrew University Ltd$6.1M02026-06-30
Cordoba Advisory Partners LLC$6M72026-06-30
Wealthbridge Capital Management, LLC$6M52026-06-30
Wt Wealth Management$6M132026-06-30
Oppenheimer & Co. Inc.$5.9M1,1662026-06-30
Tenet Wealth Partners, LLC$5.9M32026-06-30
National Bank of Canada /fi$5.9M02026-06-30
Montag$5.9M92026-06-30
Allworth Financial, LP$5.9M3172026-06-30
D.A. Davidson & Co.$5.8M6892026-06-30
Pmg Wealth Management$5.8M42026-06-30
Goldman Sachs Group Inc$5.8M02026-06-30
Truist Financial Corp$5.6M02026-06-30
Northern Trust Corp$5.5M02026-06-30
Fmr LLC$5.5M02026-06-30
Peddock Capital Advisors, LLC$5.4M52026-06-30
Stamos Capital Partners, LP$5.4M02026-06-30
Creative Planning$5.4M1,1712026-06-30
Vectors Research Management, LLC$5.4M22026-06-30
Wealth Enhancement Advisory Services, LLC$5.3M1,0262026-06-30
Fifth Third Securities, Inc.$5.3M1,0142026-06-30
Clark Capital Management Group, Inc.$5.2M12026-06-30
Mra Advisory Group$5.1M82026-06-30
Aqr Capital Management LLC$5.1M12026-06-30
Carlson Financial, Inc.$5.1M42026-06-30
Meridian Wealth Management, LLC$5M582026-06-30
Pfg Advisors$5M832026-06-30
Moneco Advisors, LLC$4.9M502026-06-30
Fortem Financial Group, LLC$4.9M62026-06-30
Merit Financial Group, LLC$4.9M2952026-06-30
Efg International AG$4.8M02026-06-30
Madison Asset Management, LLC$4.8M12026-06-30
Russell Investments Group, Ltd.$4.7M02026-06-30
Integrated Wealth Concepts LLC$4.7M4802026-06-30
Bleakley Financial Group, LLC$4.6M1242026-06-30
Fifth Third Bancorp$4.5M02026-06-30
Perigon Wealth Management, LLC$4.4M922026-06-30
Alaska Permanent Capital Management, LLC$4.4M12026-06-30
Oxford Wealth Group, LLC$4.3M02026-06-30
Waystone Advisors LLC$4.3M42026-06-30
Wealthfront Advisers LLC$4.3M402026-06-30
Lido Advisors, LLC$4.3M3202026-06-30
Banque Transatlantique SA$4.3M02026-06-30
Mirae Asset Global Etfs Holdings Ltd.$4.2M02026-06-30
Geneos Wealth Management, Inc.$4.2M1932026-06-30
Paladin Wealth Partners$4.2M32026-06-30
Magnus Financial Group LLC$4.2M102026-06-30
Insigneo Advisory Services, LLC$4.2M2252026-06-30
Tudor Investment Corp Et Al$4.1M02026-06-30
Austin Wealth Management, LLC$4M102026-06-30
Private Wealth Advisors, LLC$4M22026-06-30
Arvest Investments, Inc.$4M2042026-06-30
Apollon Wealth Management, LLC$4M1512026-06-30
Summit Trail Advisors, LLC$3.9M272026-06-30
HSBC Holdings PLC$3.8M02026-06-30
Lane Brothers & Co Inc$3.8M22026-06-30
Cary Street Partners Financial LLC$3.8M02026-06-30
C2p Capital Advisory Group, LLC D.b.a. Prosperity Capital Advisors$3.8M1032026-06-30
Bip Wealth, LLC$3.8M622026-06-30
Conservest Capital Advisors Inc$3.8M72026-06-30
Nations Financial Group Inc, /ia/ /adv$3.8M02026-06-30
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.$3.7M02026-06-30
Northrock Partners, LLC$3.7M912026-06-30
Baird Financial Group, Inc.$3.7M02026-06-30
Laurel Wealth Advisors LLC$3.6M62026-06-30
Summit Financial, LLC$3.6M2292026-06-30
Connecticut Wealth Management, LLC$3.6M502026-06-30
Byrne Financial Freedom, LLC$3.5M62026-06-30
Parallel Advisors, LLC$3.4M752026-06-30
Western Wealth Management, LLC$3.4M1122026-06-30
Peck Wealth Management, LLC$3.4M02026-06-30
Transatlantique Private Wealth LLC$3.2M112025-12-31
US Bancorp$3.2M02026-06-30
Kovack Advisors, Inc.$3.2M2582026-06-30
Renaissance Technologies LLC$3.1M02026-06-30
Prosperity Financial Group, Inc.$3.1M02026-06-30
Measured Wealth Private Client Group, LLC$3.1M102026-06-30
Main Street Financial Solutions, LLC$3.1M412026-06-30
Creativeone Wealth, LLC$3.1M2212026-06-30
Redw Wealth LLC$3.1M82026-06-30
Gpm Growth Investors, Inc.$3.1M52026-06-30
McCollum Christoferson Group LLC$3.1M32026-06-30
Courier Capital LLC$3.1M142026-06-30
Prime Capital Financial$3M2652026-06-30
Nvest Financial, LLC$3M62026-06-30
Northcrest Asset Manangement, LLC$3M02026-06-30
Zega Investments, LLC$3M62026-06-30
Diversify Advisory Services, LLC$2.9M1162026-06-30
Diversify Wealth Management, LLC$2.9M782026-06-30
Focus Partners Advisor Solutions, LLC$2.9M422026-06-30
Concurrent Investment Advisors, LLC$2.9M3492026-06-30
Federation Des Caisses Desjardins Du Quebec$2.9M02026-06-30
World Investment Advisors$2.9M3592026-06-30
Advisor Resource Council$2.9M862026-06-30
Focus Financial$2.9M1212026-06-30
Sowell Financial Services LLC$2.8M1082026-06-30
Norris Financial Group, LLC$2.8M42026-06-30
Level Four Advisory Services$2.8M1412026-06-30
Acorn Wealth Advisors, LLC$2.8M52026-06-30
First Heartland Consultants, Inc.$2.8M992026-06-30
Comerica Bank$2.8M02025-12-31
Principal Securities, Inc.$2.8M1,4632026-06-30
Kingswood Wealth Advisors, LLC$2.7M1232026-06-30
Maridea Wealth Management$2.7M382026-06-30
Owen Larue, LLC$2.7M42026-06-30
Integrity Investment Advisors, LLC$2.6M22026-06-30
Cornerstone Wealth Management, LLC$2.6M02026-06-30
Bison Wealth, LLC$2.6M612026-06-30
Strategy Asset Managers LLC$2.6M112026-06-30
Arax Advisory Partners$2.5M2322026-06-30
Marshall Investment Management, LLC$2.5M82026-06-30
Benjamin Edwards Inc$2.5M02026-06-30
Arkadios Wealth Advisors$2.5M2262026-06-30
Pcg Wealth Advisors, LLC$2.4M182026-06-30
Wealthcare Investment Partners LLC$2.4M62026-06-30
Veridan Wealth$2.4M42026-06-30
Aim Capital$2.4M22026-06-30
Verity Asset Management$2.4M532026-06-30
Kraematon Investment Advisors, Inc.$2.4M12026-06-30
Beacon Pointe Advisors, LLC$2.3M4662026-06-30
TD Private Client Wealth LLC$2.3M5352026-06-30
Key Client Fiduciary Advisors, LLC$2.3M102026-06-30
Foundations Investment Advisors, LLC$2.3M3022026-06-30
Sfi Advisors, LLC$2.3M42026-06-30
Princeton Global Asset Management LLC$2.3M172026-06-30
Mutual Advisors, LLC$2.3M1532026-06-30
Foronjy Financial$2.2M42026-06-30
Koshinski Asset Management, Inc.$2.2M692026-06-30
Foresight Capital Management Advisors, Inc.$2.2M32026-06-30
Beacon Financial Advisory LLC$2.2M132026-06-30
Northbridge Financial Group, LLC$2.2M92026-06-30
Systelligence, LLC$2.2M32026-06-30
Prospera Financial Services, Inc.$2.2M2702026-06-30

The 250 largest of 845 reporting institutions are listed.

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