Global X Funds - Global X Artificial Intelligence & Technology ETF
MX ˙ BMV ˙ US37954Y6326
SecurityMX:AIQ / Global X Funds - Global X Artificial Intelligence & Technology ETF
InstitutionAptus Capital Advisors, LLC
Latest Disclosed Ownership177,357 shares
Latest Disclosed Value $ 8,277,252
Aptus Capital Advisors, LLC reports 212.33% increase in ownership of AIQ / Global X Funds - Global X Artificial Intelligence & Technology ETF

On May 11, 2026 - Aptus Capital Advisors, LLC filed a 13F-HR form disclosing ownership of 177,357 shares of Global X Funds - Global X Artificial Intelligence & Technology ETF (MX:AIQ) valued at $8,277,252 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 56,786 shares of Global X Funds - Global X Artificial Intelligence & Technology ETF. This represents a change in shares of 212.33% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-11 2026-03-31 13F GLOBAL X FDS ARTIFICIAL ETF 37954Y632 177,357 120,571 212.33 8,277 186.60 0.0627
2026-02-13 2025-12-31 13F GLOBAL X FDS ARTIFICIAL ETF 37954Y632 56,786 7,968 16.32 2,888 19.78 0.0207
2025-11-12 2025-09-30 13F GLOBAL X FDS ARTIFICIAL ETF 37954Y632 48,818 48,650 28,958.33 2,411 34,342.86 0.0175
2025-08-11 2025-06-30 13F GLOBAL X FDS ARTIFICIAL ETF 37954Y632 168 0 0.00 7 16.67 0.0001
2025-05-13 2025-03-31 13F GLOBAL X FDS ARTIFICIAL ETF 37954Y632 168 -193,631 -99.91 6 -99.92 0.0001
2025-02-14 2024-12-31 13F GLOBAL X FDS ARTIFICIAL ETF 37954Y632 193,799 159,709 468.49 7,490 491.16 0.0784
2024-11-05 2024-09-30 13F GLOBAL X FDS ARTIFICIAL ETF 37954Y632 34,090 8,737 34.46 1,267 40.31 0.0189
2024-07-31 2024-06-30 13F GLOBAL X FDS ARTIFICIAL ETF 37954Y632 25,353 25,003 7,143.71 903 8,109.09 0.0159
2024-05-15 2024-03-31 13F GLOBAL X FDS ARTIFICIAL ETF 37954Y632 350 350 12 0.0002
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.