Global X US InfrastructurePAVEETF
13F holders, Q4 2025 (December 31)At the end of Q4 2025, 679 institutions reported holding Global X US Infrastructure (PAVE) in their 13F filings, up 60 from Q3 2025. 62 opened new positions and 39 sold out. The largest holders were Bank of Montreal ($1.2B), Bank of America Corp. ($1.2B) and Morgan Stanley ($488.3M). 2 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Global X US Infrastructure
- CUSIP
- 37954Y673
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 62 | $77.1M |
| Exits | 39 | $26.2M |
All 13F filers, Q3 2025 → Q4 2025: 12,171,617 shares bought and 2,384,232 shares sold, net +9,787,385 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 679 holders
| Bank of Montreal | 0.49% | Add +3.6% | 24,643,304 | $1.2B |
| Bank of America Corp. | 0.09% | Add +1.4% | 24,595,877 | $1.2B |
| Morgan Stanley | 0.03% | Add +2.9% | 10,218,475 | $488.3M |
| LPL Financial LLC | 0.10% | Add +4.7% | 7,627,988 | $364.5M |
| Harel Insurance Investments & Financial Services Ltd. | 2.59% | Add +37.3% | 6,239,139 | $299.1M |
| JPMorgan Chase & Co. | 0.02% | Add +30.5% | 4,736,398 | $226.4M |
| CIBC Private Wealth Group LLC | 0.29% | Add +6.7% | 3,652,125 | $174.5M |
| Wells Fargo & Company | 0.03% | Add +0.0% | 3,036,877 | $145.1M |
| Envestnet Asset Management Inc. | 0.04% | Add +37.6% | 2,914,895 | $139.3M |
| Osaic Holdings, Inc. | 0.16% | Reduce -1.1% | 2,227,937 | $106.5M |
| UBS Group AG | 0.02% | Reduce -6.3% | 2,100,906 | $100.4M |
| Waddell & Associates, LLC | 6.18% | Add +1.3% | 1,917,540 | $91.6M |
| Clal Insurance Enterprises Holdings Ltd | 0.58% | Reduce -24.9% | 1,871,750 | $89.6M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Reduce -5.3% | 1,826,796 | $87.3M |
| Moss Adams Wealth Advisors LLC | 6.15% | Add +56.7% | 1,764,263 | $84.8M |
| RiverFront Investment Group, LLC | 1.18% | Add +3.5% | 1,494,057 | $71.4M |
| Royal Bank of Canada | 0.01% | Reduce -1.0% | 1,490,565 | $71.2M |
| Raymond James Financial Inc. | 0.02% | Add +3.8% | 1,467,981 | $70.2M |
| First Interstate Bank | 3.11% | Add +1.3% | 1,212,934 | $58.0M |
| Meitav Investment House Ltd. | 0.67% | Add +19.2% | 1,205,295 | $57.6M |
| Commonwealth Equity Services, LLC | 0.07% | Reduce -5.8% | 1,079,818 | $51.6M |
| Principal Financial Group Inc. | 0.03% | No change | 1,073,400 | $51.3M |
| Capital Asset Advisory Services LLC | 1.99% | Add +4.4% | 990,479 | $49.5M |
| Axxcess Wealth Management, LLC | 0.88% | Add +3.8% | 1,027,225 | $49.1M |
| Cetera Investment Advisers | 0.05% | Add +9.7% | 985,469 | $47.1M |
| Ameriprise Financial Inc. | 0.01% | Add +8.0% | 971,422 | $46.5M |
| Mariner, LLC | 0.05% | Reduce -0.5% | 878,453 | $42.0M |
| HighTower Advisors, LLC | 0.04% | Add +4.7% | 784,502 | $37.5M |
| Kestra Advisory Services, LLC | 0.15% | Add +14.8% | 749,234 | $35.8M |
| EP Wealth Advisors, LLC | 0.19% | — | 748,464 | $35.8M |
| Kestra Investment Management, LLC | 0.79% | New | 673,808 | $32.2M |
| MML Investors Services, LLC | 0.08% | Add +19.0% | 655,062 | $31.3M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 2.03% | No change | 647,770 | $31.2M |
| Van Eck Associates Corp. | 0.03% | Add +40.2% | 642,409 | $30.7M |
| Destination Wealth Management | 0.80% | Reduce -0.3% | 636,681 | $30.4M |
| Mercer Global Advisors Inc. | 0.05% | Add +2031.1% | 624,954 | $29.9M |
| Evolution Wealth Advisors, LLC | 2.91% | Reduce -0.0% | 603,680 | $28.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.08% | Add +6.0% | 572,300 | $27.4M |
| Focus Partners Wealth | 0.03% | Add +1.2% | 566,157 | $27.0M |
| Great Valley Advisor Group, Inc. | 0.49% | Add +2.2% | 535,835 | $25.6M |
| Cooper Financial Group | 2.71% | Reduce -1.6% | 533,293 | $25.5M |
| Evergreen Capital Management LLC | 0.56% | Add +0.3% | 517,209 | $24.9M |
| Thrivent Financial for Lutherans | 0.04% | Add +29.1% | 491,637 | $23.5M |
| Stratos Wealth Partners, LTD. | 0.26% | Reduce -12.8% | 473,975 | $22.7M |
| Rockefeller Capital Management L.P. | 0.04% | Add +47.3% | 468,911 | $22.4M |
| Cwm, LLC | 0.05% | Add +3.4% | 393,561 | $18.8M |
| Eagle Strategies LLC | 2.34% | Add +0.1% | 383,744 | $18.3M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +8.5% | 373,390 | $17.8M |
| Private Advisor Group, LLC | 0.08% | Add +33.4% | 371,496 | $17.8M |
| 360 Financial, Inc. | 5.35% | Add +1.0% | 370,663 | $17.7M |
| Ameritas Advisory Services, LLC | 0.65% | Add +1302.2% | 364,538 | $17.4M |
| HBW Advisory Services LLC | 1.83% | Reduce -2.3% | 352,975 | $16.9M |
| Stifel Financial Corp. | 0.01% | Add +3.9% | 344,718 | $16.5M |
| Janney Montgomery Scott LLC | 0.04% | Reduce -1.2% | 332,329 | $15.9M |
| Riggs Asset Managment Co. Inc. | 3.16% | Reduce -0.8% | 327,859 | $15.7M |
| Mfa Wealth Advisors, LLC | 3.24% | Add +2.8% | 320,636 | $15.3M |
| Stonebridge Financial Group, LLC | 1.24% | Add +3578.3% | 304,126 | $14.5M |
| Destiny Wealth Partners, LLC | 1.65% | Add +5445.1% | 281,803 | $14.4M |
| Cibc World Market Inc. | 0.02% | Reduce -1.5% | 271,371 | $13.0M |
| Gerber Kawasaki Wealth & Investment Management | 0.45% | Reduce -2.3% | 269,811 | $12.9M |
| Robertson Stephens Wealth Management, LLC | 0.35% | Add +5.0% | 258,026 | $12.4M |
| CX Institutional | 0.36% | Add +0.9% | 251,534 | $12.0M |
| Equitable Holdings, Inc. | 0.08% | Add +6.2% | 249,551 | $11.9M |
| Marshall Financial Group, LLC | 2.30% | Add +1.8% | 248,382 | $11.9M |
| Altfest L J & Co. Inc. | 1.29% | Add +0.6% | 247,497 | $11.8M |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 2.16% | No change | 229,190 | $11.0M |
| Blair William & Co. | 0.03% | Add +1.3% | 228,197 | $10.9M |
| Sanctuary Advisors, LLC | 0.06% | Reduce -5.3% | 220,671 | $10.5M |
| Adapt Wealth Advisors, LLC | 3.52% | Add +4.8% | 214,036 | $10.2M |
| Sage Capital Management, LLC | 4.70% | Reduce -3.9% | 212,866 | $10.2M |
| Jmac Enterprises LLC | 1.91% | Add +0.6% | 208,958 | $10.0M |
| Jones Financial Companies LLLP | 0.01% | Add +38.4% | 207,482 | $9.9M |
| Rothschild Investment LLC | 0.54% | Add +10700.4% | 206,396 | $9.9M |
| Symphony Financial Services, Inc. | 5.04% | Add +2.6% | 205,781 | $9.8M |
| New England Private Wealth Advisors LLC | 1.22% | Reduce -0.5% | 205,164 | $9.8M |
| Wealthcare Advisory Partners LLC | 0.19% | Reduce -1.9% | 205,129 | $9.8M |
| Financial Partners Group, Inc | 1.09% | Add +2.3% | 186,054 | $9.4M |
| MAI Capital Management | 0.05% | Reduce -12.9% | 190,473 | $9.1M |
| National Philanthropic Trust | 0.09% | Reduce -2.8% | 188,895 | $9.0M |
| IHT Wealth Management, LLC | 0.21% | Add +17.4% | 182,221 | $8.8M |
| Clarus Group, Inc. | 3.03% | Reduce -3.0% | 176,236 | $8.4M |
| Ogorek Anthony Joseph /NY/ | 2.31% | Reduce -23.7% | 175,925 | $8.4M |
| Investors Research Corp | 1.54% | Add +8.6% | 175,465 | $8.4M |
| Steward Partners Investment Advisory, LLC | 0.05% | Add +3.4% | 172,104 | $8.2M |
| Thryve Wealth Management LLC | 3.72% | — | 157,346 | $7.5M |
| Cascade Financial Partners, LLC | 0.74% | Add +13.5% | 152,446 | $7.3M |
| 5th Street Advisors, LLC | 3.39% | Reduce -2.8% | 151,727 | $7.3M |
| Quadrant Private Wealth Management, LLC | 1.19% | Reduce -0.7% | 150,592 | $7.2M |
| Tidal Investments LLC | 0.03% | New | 149,684 | $7.2M |
| WCG Wealth Advisors LLC | 0.19% | New | 145,005 | $6.9M |
| Y.D. More Investments Ltd | 0.32% | Add +16.2% | 138,273 | $6.6M |
| Ameritas Investment Partners, Inc. | 0.19% | Add +1.8% | 130,665 | $6.2M |
| &partners | 0.03% | Add +307.0% | 130,254 | $6.2M |
| Lake Hills Wealth Management, LLC | 3.21% | New | 128,792 | $6.2M |
| Washington Growth Strategies LLC | 3.94% | Add +13.0% | 127,402 | $6.1M |
| Copley Financial Group, Inc. | 3.72% | New | 125,750 | $6.0M |
| NTV Asset Management LLC | 0.64% | Reduce -1.4% | 125,466 | $6.0M |
| Ausdal Financial Partners, Inc. | 0.28% | Add +3.8% | 124,489 | $5.9M |
| Castle Wealth Management LLC | 1.91% | Reduce -3.2% | 120,300 | $5.8M |
| Retirement Planning Group, LLC / NY | 3.91% | Add +2.7% | 118,986 | $5.7M |
"% of holder's portfolio" is PAVE's weight in each manager's 13F, not the share of Global X US Infrastructure the manager owns.