Who owns Global X Artificial Intelligence & Technology ETF (AIQ)
Which tracked institutional funds hold AIQ, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AIQ company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on AIQ is one-sided between 2026-Q1 and 2026-Q2: 291 added or opened and 39 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
AIQ’s largest tracked holder by dollar value, PNC Financial Services Group, Inc., sizes it at 0.6% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in AIQ divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 664 tracked filers holding AIQ, 381 increased or opened the position and 231 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in AIQ between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 38
- NEUBERGER BERMAN GROUP LLC$94M
- OLD MISSION CAPITAL LLC$37M
- NewEdge Advisors, LLC$20M
- MARSHALL WACE, LLP$13M
- VISTA FINANCE, LLC$9M
- Quadrature Capital Ltd$9M
Full exits 25
- BANQUE PICTET & CIE SA$18M
- HighTower Advisors, LLC$12M
- Cambridge Investment Research Advisors, Inc.$11M
- FLOW TRADERS U.S. LLC$9M
- Thrivent Financial for Lutherans$6M
- Janney Montgomery Scott LLC$4M
Largest adds
- BANK OF AMERICA CORP /DE/$187M
- MORGAN STANLEY$119M
- LPL Financial LLC$109M
- UBS Group AG$105M
- WELLS FARGO & COMPANY/MN$45M
- Cetera Investment Advisers$36M
Largest trims
- PNC Financial Services Group, Inc.$100M
- Summit Financial, LLC$18M
- Lido Advisors, LLC$4M
- Qube Research & Technologies Ltd$2M
- KMG FIDUCIARY PARTNERS, LLC$1M
- Point72 Asset Management, L.P.$1M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| PNC Financial Services Group, Inc. trimmed | 17,795,535 | $1.2B | 23.9% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 9,110,421 | $598M | 12.2% | 2026-Q2 |
| MORGAN STANLEY added | 5,314,556 | $349M | 7.1% | 2026-Q2 |
| LPL Financial LLC added | 5,200,395 | $341M | 7.0% | 2026-Q2 |
| UBS Group AG added | 4,444,054 | $292M | 6.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 1,764,480 | $116M | 2.4% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 1,702,005 | $112M | 2.3% | 2026-Q2 |
| Cetera Investment Advisers added | 1,664,465 | $109M | 2.2% | 2026-Q2 |
| Hancock Prospecting Pty Ltd | 1,494,534 | $98M | 2.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 1,520,029 | $98M | 2.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 1,429,186 | $94M | 1.9% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC new | 1,425,655 | $94M | 1.9% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 1,332,917 | $87M | 1.8% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 701,337 | $46M | 0.9% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 664,484 | $44M | 0.9% | 2026-Q2 |
| FIL Ltd trimmed | 661,709 | $43M | 0.9% | 2026-Q2 |
| VALLEY WEALTH MANAGERS, INC. trimmed | 618,352 | $41M | 0.8% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 596,671 | $39M | 0.8% | 2026-Q2 |
| ASSETMARK, INC added | 566,694 | $37M | 0.8% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 557,077 | $37M | 0.7% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 518,596 | $34M | 0.7% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 496,100 | $33M | 0.7% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 459,796 | $30M | 0.6% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 446,630 | $29M | 0.6% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 432,450 | $27M | 0.6% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 427,462 | $27M | 0.6% | 2026-Q2 |
| Daiwa Securities Group Inc. | 383,079 | $25M | 0.5% | 2026-Q2 |
| Proficio Capital Partners LLC added | 379,934 | $25M | 0.5% | 2026-Q2 |
| Cooper Financial Group added | 345,788 | $23M | 0.5% | 2026-Q2 |
| Madrona Financial Services, LLC added | 332,747 | $22M | 0.4% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 316,751 | $21M | 0.4% | 2026-Q2 |
| NewEdge Advisors, LLC added | 306,890 | $20M | 0.4% | 2026-Q2 |
| Global X Japan Co., Ltd. added | 280,523 | $18M | 0.4% | 2026-Q2 |
| Richard P Slaughter Associates Inc added | 280,091 | $18M | 0.4% | 2026-Q2 |
| PRUDENT INVESTORS NETWORK, INC. added | 246,460 | $16M | 0.3% | 2026-Q2 |
| Steele Capital Management, Inc. added | 227,715 | $15M | 0.3% | 2026-Q2 |
| ADAPT WEALTH ADVISORS, LLC trimmed | 213,783 | $14M | 0.3% | 2026-Q2 |
| Taylor Securities Services, Inc. added | 211,738 | $14M | 0.3% | 2026-Q2 |
| Lido Advisors, LLC trimmed | 211,669 | $14M | 0.3% | 2026-Q2 |
| MARSHALL WACE, LLP added | 198,375 | $13M | 0.3% | 2026-Q2 |
| CITIGROUP INC added | 196,348 | $13M | 0.3% | 2026-Q2 |
| Arch Global Advisors, LLC trimmed | 183,731 | $12M | 0.2% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 179,415 | $12M | 0.2% | 2026-Q2 |
| Quadcap Wealth Management, LLC trimmed | 175,793 | $12M | 0.2% | 2026-Q2 |
| Aptus Capital Advisors, LLC trimmed | 174,713 | $11M | 0.2% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 241,279 | $11M | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 156,267 | $10M | 0.2% | 2026-Q2 |
| Intelligence Driven Advisers, LLC trimmed | 150,483 | $10M | 0.2% | 2026-Q2 |
| Modern Wealth Management, LLC added | 150,143 | $10M | 0.2% | 2026-Q2 |
| Black Swift Group, LLC trimmed | 148,960 | $10M | 0.2% | 2026-Q2 |
| Curtis Advisory Group, LLC trimmed | 142,798 | $9M | 0.2% | 2026-Q2 |
| VISTA FINANCE, LLC added | 142,330 | $9M | 0.2% | 2026-Q2 |
| Decker Wealth Management LLC trimmed | 140,915 | $9M | 0.2% | 2026-Q2 |
| Hobart Private Capital, LLC added | 138,982 | $9M | 0.2% | 2026-Q2 |
| Quadrature Capital Ltd added | 133,195 | $9M | 0.2% | 2026-Q2 |
| Clarus Group, Inc. trimmed | 128,899 | $8M | 0.2% | 2026-Q2 |
| GTS SECURITIES LLC trimmed | 128,430 | $8M | 0.2% | 2026-Q2 |
| Pillsbury Lake Capital LLC new | 127,765 | $8M | 0.2% | 2026-Q2 |
| McKinley Carter Wealth Services, Inc. added | 127,392 | $8M | 0.2% | 2026-Q2 |
| Bleakley Financial Group, LLC trimmed | 125,153 | $8M | 0.2% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 122,445 | $8M | 0.2% | 2026-Q2 |
| Brookstone Capital Management trimmed | 120,663 | $8M | 0.2% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. trimmed | 117,300 | $8M | 0.2% | 2026-Q2 |
| NovaPoint Capital, LLC added | 112,860 | $7M | 0.2% | 2026-Q2 |
| Creative Planning added | 112,371 | $7M | 0.2% | 2026-Q2 |
| TD Waterhouse Canada Inc. added | 114,299 | $7M | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 108,618 | $7M | 0.1% | 2026-Q2 |
| Balance Wealth Partners LLC trimmed | 104,392 | $7M | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 101,998 | $7M | 0.1% | 2026-Q2 |
| Centurion Wealth Management LLC trimmed | 99,538 | $7M | 0.1% | 2026-Q2 |
| National Philanthropic Trust trimmed | 99,175 | $7M | 0.1% | 2026-Q2 |
| BROWN WEALTH MANAGEMENT, LLC added | 99,007 | $6M | 0.1% | 2026-Q2 |
| Bienville Capital Management, LLC added | 98,021 | $6M | 0.1% | 2026-Q2 |
| Perennial Investment Advisors, LLC trimmed | 96,918 | $6M | 0.1% | 2026-Q2 |
| Foguth Wealth Management, LLC. added | 107,251 | $6M | 0.1% | 2026-Q2 |
| Baird Financial Group, Inc. added | 96,564 | $6M | 0.1% | 2026-Q2 |
| MISSION WEALTH MANAGEMENT, LP new | 93,928 | $6M | 0.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 91,961 | $6M | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 89,628 | $6M | 0.1% | 2026-Q2 |
| ARVEST INVESTMENTS, INC. trimmed | 89,165 | $6M | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. added | 89,132 | $6M | 0.1% | 2026-Q2 |
| Riggs Asset Managment Co. Inc. added | 87,665 | $6M | 0.1% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 87,472 | $6M | 0.1% | 2026-Q2 |
| Cerity Partners LLC added | 87,326 | $6M | 0.1% | 2026-Q2 |
| Patton Albertson Miller Group, LLC trimmed | 86,137 | $6M | 0.1% | 2026-Q2 |
| NOVEM GROUP added | 85,194 | $6M | 0.1% | 2026-Q2 |
| Gerber Kawasaki Wealth & Investment Management trimmed | 82,640 | $5M | 0.1% | 2026-Q2 |
| Wealth Management Associates, Inc. trimmed | 82,563 | $5M | 0.1% | 2026-Q2 |
| WT Wealth Management added | 80,532 | $5M | 0.1% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 1,823,222 | $90M | 1.8% | 2025-Q3 stale |
| Marks Wealth, LLC new | 418,750 | $21M | 0.4% | 2025-Q3 stale |
| BANQUE PICTET & CIE SA trimmed | 380,264 | $18M | 0.4% | 2026-Q1 stale |
| JANE STREET GROUP, LLC added | 400,000 | $17M | 0.4% | 2025-Q2 stale |
| Polymer Capital Management (HK) LTD new | 338,000 | $17M | 0.4% | 2025-Q4 stale |
| HighTower Advisors, LLC trimmed | 254,640 | $12M | 0.2% | 2026-Q1 stale |
| Cambridge Investment Research Advisors, Inc. added | 227,972 | $11M | 0.2% | 2026-Q1 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 219,119 | $10M | 0.2% | 2025-Q2 stale |
| FLOW TRADERS U.S. LLC trimmed | 202,636 | $9M | 0.2% | 2026-Q1 stale |
| Banco BTG Pactual S.A. added | 172,818 | $9M | 0.2% | 2025-Q4 stale |
| Thrivent Financial for Lutherans added | 125,767 | $6M | 0.1% | 2026-Q1 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.