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Security record · archived quarter

AIQ

Global X - Artificial Intelligence & Technology ETF · Financial Services · Asset Management - Global

62.29 +0.4% mkt cap $9.96B quote delayed (FMP) · as of Oct 23 22:08 UTC · separate from filing data below

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
65Tracked holders
+6Δ holders
66.69MShares held
$3.11BReported value
+8New positions
−2Exits
Strongly Rising Conviction score 65/100 5 quarters of rising tracked shares ●●●●●○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +10.2% · share flow +10.5% · net new positions +9.2% · formula
Broad accumulation: rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 2 0 577.14K $37.87M n/a −1
Q2 2026 67 +4 60.91M $3.99B +9 −6
Q1 2026 65 +6 66.69M $3.11B +8 −2
Q4 2025 58 +2 60.34M $3.07B +2 n/a
Q3 2025 4 -3 7.34M $362.76M n/a −3
Q2 2025 5 +1 95.96K $4.19M +1 n/a
Q1 2025 3 0 72.49K $2.64M n/a n/a
Q4 2024 3 0 68.38K $2.64M +1 −1
Q3 2024 3 +1 84.95K $3.16M +2 −1
Q2 2024 2 n/a 23.16K $825,120 n/a n/a
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Pnc Financial Services Group, Inc. 27.17M +16.5% $1.27B 0.7% ▲ Add 2 SEC ↗ ×8
2 Bank Of America Corp /De/ 8.80M +6.8% $410.74M 0.0% ▲ Add 2 SEC ↗ ×4
3 LPL Financial LLC 4.97M +3.7% $231.84M 0.1% ▲ Add 2 SEC ↗
4 Morgan Stanley ✦ 4.93M +2.2% $229.95M 0.0% ▲ Add 3 SEC ↗ ×4
5 UBS Group AG 4.00M +0.8% $186.80M 0.0% ▲ Add 2 SEC ↗ ×4
6 Northwestern Mutual Wealth… 1.72M +8.1% $80.45M 0.1% ▲ Add 2 SEC ↗
7 Cetera Investment Advisers 1.56M +5.8% $73.01M 0.1% ▲ Add 2 SEC ↗
8 Wells Fargo & Company/Mn 1.51M +19.6% $70.58M 0.0% ▲ Add 2 SEC ↗ ×3
9 JPMorgan Chase ✦ 1.51M -1.6% $67.52M 0.0% ▼ Trim 3 SEC ↗ ×5
10 Royal Bank Of Canada 1.41M +18.1% $65.73M 0.0% ▲ Add 2 SEC ↗ ×7
11 Raymond James Financial Inc 1.20M +12.8% $56.02M 0.0% ▲ Add 2 SEC ↗ ×3
12 FIL Ltd 826.41K New $38.57M 0.0% New 1 SEC ↗
13 Commonwealth Equity Services, Llc 720.57K +15.6% $33.63M 0.0% ▲ Add 2 SEC ↗
14 Envestnet Asset Management Inc 550.73K +18.1% $25.70M 0.0% ▲ Add 2 SEC ↗
15 Assetmark, Inc 528.89K +17.9% $24.68M 0.1% ▲ Add 2 SEC ↗
16 Osaic Holdings, Inc. 516.25K -3.0% $24.09M 0.0% ▼ Trim 2 SEC ↗ ×2
17 Rockefeller Capital Management L.P. 441.24K -20.1% $20.59M 0.0% ▼ Trim 2 SEC ↗ ×2
18 Wealth Enhancement Advisory… 409.70K -44.3% $19.37M 0.0% ▼ Trim 2 SEC ↗
19 Lido Advisors, LLC 383.46K +11.8% $17.90M 0.1% ▲ Add 2 SEC ↗ ×2
20 Daiwa Securities Group Inc. 383.08K 0.0% $17.88M 0.1% Held 2 SEC ↗
21 Mml Investors Services, Llc 352.07K -23.4% $16.43M 0.0% ▼ Trim 2 SEC ↗
22 Jones Financial Companies Lllp 360.38K +19.5% $16.39M 0.0% ▲ Add 2 SEC ↗
23 Stifel Financial Corp 322.96K +7.2% $15.07M 0.0% ▲ Add 2 SEC ↗ ×2
24 MIRAE ASSET GLOBAL ETFS HOLDINGS… 286.64K -6.0% $13.38M 0.0% ▼ Trim 2 SEC ↗ ×2
25 HighTower Advisors, LLC 254.64K -9.2% $11.88M 0.0% ▼ Trim 2 SEC ↗
26 Alliancebernstein L.P. 178.10K New $9.06M 0.0% New 1 SEC ↗
27 Citigroup Inc 188.48K -26.5% $8.80M 0.0% ▼ Trim 2 SEC ↗ ×2
28 Qube Research & Technologies Ltd 145.24K New $6.78M 0.0% New 1 SEC ↗
29 Mirae Asset Global Investments Co.… 131.30K +11.3% $6.13M 0.0% ▲ Add 2 SEC ↗
30 Creative Planning 102.72K +20.8% $4.79M 0.0% ▲ Add 2 SEC ↗
31 TD Waterhouse Canada Inc. 99.82K -6.4% $4.72M 0.0% ▼ Trim 2 SEC ↗
32 Baird Financial Group, Inc. 92.97K +11.7% $4.34M 0.0% ▲ Add 2 SEC ↗
33 Cerity Partners LLC 86.58K +69.6% $4.04M 0.0% ▲ Add 2 SEC ↗ ×2
34 Citadel Advisors ✦ 74.33K New $3.47M 0.0% New 1 SEC ↗
35 Truist Financial Corp 61.67K +7.5% $2.88M 0.0% ▲ Add 2 SEC ↗ ×2
36 Mariner, LLC 49.31K +10.6% $2.30M 0.0% ▲ Add 2 SEC ↗ ×3
37 Susquehanna International Group, Llp 39.43K -68.0% $1.84M 0.0% ▼ Trim 2 SEC ↗
38 Fidelity (FMR) ✦ 37.09K +46.2% $1.73M 0.0% ▲ Add 4 SEC ↗
39 D. E. Shaw & Co. ✦ 36.13K -8.5% $1.69M 0.0% ▼ Trim 2 SEC ↗
40 Focus Partners Wealth 29.00K -3.8% $1.35M 0.0% ▼ Trim 2 SEC ↗
41 Hsbc Holdings Plc 28.80K -50.0% $1.34M 0.0% ▼ Trim 2 SEC ↗
42 Cwm, Llc 27.02K +5.8% $1.26M 0.0% ▲ Add 2 SEC ↗
43 AQR Capital Management ✦ 26.22K +1.6% $1.22M 0.0% ▲ Add 8 SEC ↗
44 Fifth Third Bancorp 17.76K New $828,952 0.0% New 1 SEC ↗
45 Captrust Financial Advisors 14.54K +26.9% $678,350 0.0% ▲ Add 2 SEC ↗
46 CIBC Bancorp USA Inc. 14.52K n/a $677,481 0.0% n/c 1 SEC ↗
47 Ameriprise Financial Inc 13.25K -16.1% $618,378 0.0% ▼ Trim 2 SEC ↗
48 Nomura Asset Management Co Ltd 11.57K 0.0% $540,065 0.0% Held 2 SEC ↗
49 Cibc World Market Inc. 10.75K -0.3% $501,656 0.0% ▼ Trim 2 SEC ↗
50 National Bank Of Canada /Fi/ 8.33K +28.4% $389,118 0.0% ▲ Add 2 SEC ↗ ×2
51 Quantinno Capital Management LP 6.83K -21.1% $318,545 0.0% ▼ Trim 2 SEC ↗
52 Corient Private Wealth LP 9.41K -12.3% $288,209 0.0% ▼ Trim 2 SEC ↗
53 Northern Trust Corp 5.50K New $256,638 0.0% New 1 SEC ↗
54 Goldman Sachs Group ✦ 5.30K New $247,538 0.0% New 1 SEC ↗
55 Financial Engines Advisors L.L.C. 5.07K -0.7% $236,524 0.0% ▼ Trim 2 SEC ↗
56 UBS AM, a distinct business unit of… 4.08K +352.2% $190,554 0.0% ▲ Add 2 SEC ↗
57 Belvedere Trading LLC 2.36K -23.8% $110,095 0.0% ▼ Trim 2 SEC ↗
58 Barclays Plc 2.04K +58.7% $95,020 0.0% ▲ Add 2 SEC ↗
59 Simplex Trading, Llc 1.90K -81.8% $88,673 0.0% ▼ Trim 2 SEC ↗
60 Bnp Paribas Financial Markets 1.22K -87.6% $56,797 0.0% ▼ Trim 2 SEC ↗
61 Us Bancorp \De\ 730 +10.1% $34,069 0.0% ▲ Add 2 SEC ↗
62 BlackRock ✦ (passive) 416 0.0% $19,438 0.0% Held 2 SEC ↗
63 Group One Trading Llc 330 -93.4% $15,401 0.0% ▼ Trim 2 SEC ↗
64 Russell Investments Group, Ltd. 141 0.0% $6,580 0.0% Held 2 SEC ↗
65 Franklin Resources Inc 100 New $4,667 0.0% New 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.

New buyers

FIL Ltd $38.57M 0.0%
Alliancebernstein L.P. $9.06M 0.0%
Qube Research & Technologies… $6.78M 0.0%
Citadel Advisors $3.47M 0.0%
Fifth Third Bancorp $828,952 0.0%
Northern Trust Corp $256,638 0.0%
Goldman Sachs Group $247,538 0.0%
Franklin Resources Inc $4,667 0.0%

Exited

Pictet Asset Management… $5.11M was 0.0%
Mercer Global Advisors Inc… $214,121 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 562 holders, 82.75M shares, $3.82B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q1 2026 · Methodology · Get this via the API