Global X Millennial ConsumerMILNETF

13F holders, Q1 2025 (March 31)
42holders
7new positions
6sold out
$43.11avg. 13F price*

At the end of Q1 2025, 42 institutions reported holding Global X Millennial Consumer (MILN) in their 13F filings, unchanged from Q4 2024. 7 opened new positions and 6 sold out. The largest holders were Bank of America Corp. ($18.7M), LPL Financial LLC ($4.0M) and Morgan Stanley ($2.2M).

Company
Global X Millennial Consumer
CUSIP
37954Y764
Latest filing quarter
Q2 2026

History

Number of 13F holders

01020304050 Q1 2024: 46Q1 2024Q2 2024: 44Q2 2024Q3 2024: 41Q3 2024Q4 2024: 42Q4 2024Q1 2025: 42Q1 2025Q2 2025: 46Q2 2025Q3 2025: 45Q3 2025Q4 2025: 39Q4 2025Q1 2026: 35Q1 2026Q2 2026: 36Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions7$804K
Exits6$921K

All 13F filers, Q4 2024 → Q1 2025: 65,013 shares bought and 63,909 shares sold, net +1,104 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 42 holders

Bank of America Corp. 0.00% Reduce -7.1% 434,605 $18.7M
LPL Financial LLC 0.00% Add +27.3% 92,026 $4.0M
Morgan Stanley 0.00% Add +6.2% 51,620 $2.2M
NewEdge Wealth, LLC 0.03% Add +3.4% 38,034 $1.6M
CreativeOne Wealth, LLC 0.04% Add +19.6% 30,173 $1.3M
Cetera Investment Advisers 0.00% Add +29.1% 28,600 $1.2M
Envestnet Asset Management Inc. 0.00% Add +42.2% 26,034 $1.1M
Commonwealth Equity Services, LLC 0.00% Reduce -1.1% 21,970 $947K
Stratos Wealth Partners, LTD. 0.01% Reduce -24.3% 13,475 $581K
Jane Street Group, LLC 0.00% New 11,427 $493K
Archford Capital Strategies, LLC 0.06% Reduce -2.7% 9,281 $400K
Moran Wealth Management, LLC 0.01% New 6,496 $280K
Osaic Holdings, Inc. 0.00% Add +2.5% 5,558 $240K
HBW Advisory Services LLC 0.03% Add +2.7% 5,180 $223K
Raymond James Financial Inc. 0.00% Reduce -26.8% 4,965 $214K
GeoWealth Management, LLC 0.01% Add +18.1% 4,941 $213K
Creative Financial Designs Inc. 0.02% Reduce -15.4% 4,700 $203K
Royal Bank of Canada 0.00% Reduce -37.0% 4,312 $186K
Barclays PLC 0.00% No change 3,000 $129K
GPS Wealth Strategies Group, LLC 0.01% Add +251.6% 1,934 $83K
NewEdge Advisors, LLC 0.00% Add +62.6% 1,223 $53K
Harbour Investments, Inc. 0.00% Reduce -7.1% 953 $41K
JPMorgan Chase & Co. 0.00% Add +2.0% 819 $35K
SBI Securities Co., Ltd. 0.00% Add +0.3% 665 $29K
FMR LLC 0.00% Add +95.6% 616 $27K
National Bank of Canada 0.00% No change 586 $25K
Sage Mountain Advisors LLC 0.00% New 422 $18K
Ameriflex Group, Inc. 0.01% No change 415 $18K
Rothschild Investment LLC 0.00% Reduce -44.4% 375 $16K
PNC Financial Services Group, Inc. 0.00% Add +23.6% 288 $12K
Steward Partners Investment Advisory, LLC 0.00% New 215 $9K
Golden State Wealth Management, LLC 0.00% No change 201 $9K
Blair William & Co. 0.00% No change 150 $6K
Farther Finance Advisors, LLC 0.00% No change 64 $3K
Painted Porch Advisors LLC 0.00% New 43 $2K
Rossby Financial, LCC 0.00% New 27 $1K
Assetmark, Inc. 0.00% No change 15 $647
O'shaughnessy Asset Management, LLC 0.00% New 14 $604
AE Wealth Management LLC 0.00% Add +60.0% 8 $345
DHJJ Financial Advisors, Ltd. 0.00% No change 2 $87
Private Wealth Management Group, LLC 0.00% No change 1 $44
Wells Fargo & Company 0.00% Add +0.0% 1 $24

"% of holder's portfolio" is MILN's weight in each manager's 13F, not the share of Global X Millennial Consumer the manager owns.