GLOBAL X FDS (FINX)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
74
Reporting holders
$53.8M
Reported value
0.0%
Held as options
-1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $7.0M | 285,509 | 0.00% | 35q | -29.0%-$2.9M |
| BANK OF AMERICA CORP /DE/ | $5.2M | 212,617 | 0.00% | 31q | -48.0%-$4.8M |
| Blue Sky Capital Consultants Group, Inc. | $3.7M | 151,521 | 1.60% | 7q | +16.0%+$515.4K |
| RAYMOND JAMES FINANCIAL INC | $3.5M | 143,397 | 0.00% | 7q | -56.6%-$4.6M |
| UBS Group AG | $3.4M | 136,507 | 0.00% | 31q | +1.5%+$49.8K |
| WELLS FARGO & COMPANY/MN | $3.1M | 127,470 | 0.00% | 29q | -35.4%-$1.7M |
| LPL Financial LLC | $2.9M | 118,280 | 0.00% | 31q | -28.4%-$1.2M |
| Stamos Capital Partners, L.P. | $2.3M | 93,220 | 0.35% | 7q | +5.1%+$110.7K |
| CITADEL ADVISORS LLC | $2.0M | 79,337 | 0.00% | new | NEW |
| Moran Wealth Management, LLC | $1.9M | 77,507 | 0.05% | 6q | -13.6%-$302.1K |
| AMERIPRISE FINANCIAL INC | $1.6M | 66,229 | 0.00% | 22q | -44.5%-$1.3M |
| Farther Finance Advisors, LLC | $1.6M | 64,189 | 0.01% | 7q | +10.3%+$147.9K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.6M | 64,164 | 0.00% | 4q | -13.7%-$251.0K |
| PNC Financial Services Group, Inc. | $1.5M | 60,099 | 0.00% | 31q | +228.9%+$1.0M |
| Lane Generational LLC | $1.4M | 55,700 | 1.21% | new | NEW |
| CITIGROUP INC | $938.7K | 38,018 | 0.00% | 31q | +16.5%+$133.0K |
| JANE STREET GROUP, LLC | $908.0K | 36,778 | 0.00% | 6q | +61.4%+$345.4K |
| JONES FINANCIAL COMPANIES LLLP | $847.4K | 34,031 | 0.00% | 10q | +19.6%+$139.0K |
| Phoenix Wealth Advisors | $844.8K | 34,218 | 0.28% | 12q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $673.7K | 27,286 | 0.00% | 2q | +4.9%+$31.4K |
| Archford Capital Strategies, LLC | $591.0K | 23,937 | 0.06% | 26q | +6.5%+$36.1K |
| Cox Capital Mgt LLC | $579.7K | 23,479 | 0.32% | new | NEW |
| ROYAL BANK OF CANADA | $522.0K | 21,157 | 0.00% | 31q | -22.3%-$149.9K |
| Wealthfront Advisers LLC | $489.5K | 19,826 | 0.00% | 18q | +11.9%+$52.2K |
| IHT Wealth Management, LLC | $424.4K | 17,190 | 0.01% | 2q | -26.2%-$151.0K |
| Sanctuary Advisors, LLC | $334.7K | 13,557 | 0.00% | 8q | -49.9%-$333.1K |
| Creative Planning | $333.7K | 13,515 | 0.00% | new | NEW |
| Stelac Advisory Services LLC | $332.8K | 13,481 | 0.06% | 23q | HELD |
| STIFEL FINANCIAL CORP | $323.7K | 13,109 | 0.00% | 30q | +2.5%+$8.0K |
| Cetera Investment Advisers | $319.7K | 12,949 | 0.00% | 23q | -7.6%-$26.3K |
| Stratos Wealth Partners, LTD. | $302.1K | 12,236 | 0.00% | 29q | -8.3%-$27.5K |
| Sherman Asset Management, Inc. | $262.6K | 10,636 | 0.20% | 2q | +819.3%+$234.0K |
| Mission Financial Group, LLC | $259.5K | 10,512 | 0.22% | 3q | -9.6%-$27.6K |
| OSAIC HOLDINGS, INC. | $232.1K | 9,394 | 0.00% | 26q | +52.0%+$79.4K |
| NORTHBRIDGE FINANCIAL GROUP, LLC | $228.7K | 9,262 | 0.09% | 3q | -4.4%-$10.6K |
| Clearwater Capital Advisors, LLC | $228.6K | 9,259 | 0.02% | new | NEW |
| Beacon Pointe Advisors, LLC | $212.3K | 8,600 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $127.6K | 5,093 | 0.00% | 29q | +179.2%+$81.9K |
| Rockefeller Capital Management L.P. | $71.0K | 2,874 | 0.00% | 4q | -33.8%-$36.3K |
| VALLEY NATIONAL ADVISERS INC | $67.6K | 2,737 | 0.01% | 7q | -7.0%-$5.1K |
| SBI Securities Co., Ltd. | $46.7K | 1,892 | 0.00% | 7q | HELD |
| Migdal Insurance & Financial Holdings Ltd. | $43.5K | 1,760 | 0.00% | 27q | HELD |
| US BANCORP \DE\ | $42.3K | 1,715 | 0.00% | 26q | HELD |
| FMR LLC | $37.5K | 1,518 | 0.00% | 13q | +147.2%+$22.3K |
| CDKV HOLDINGS LLC | $29.9K | 1,210 | 0.02% | 3q | -3.7%-$1.2K |
| CoreCap Advisors, LLC | $26.6K | 1,077 | 0.00% | 10q | HELD |
| Steward Partners Investment Advisory, LLC | $25.7K | 1,042 | 0.00% | 22q | -15.8%-$4.8K |
| DUNCKER STREETT & CO INC | $25.3K | 1,025 | 0.00% | 27q | HELD |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $25.2K | 1,019 | 0.00% | 24q | +6.5%+$1.5K |
| Integrated Wealth Concepts LLC | $20.4K | 826 | 0.00% | new | NEW |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | $18.5K | 750 | 0.00% | 6q | HELD |
| HARBOUR INVESTMENTS, INC. | $17.7K | 718 | 0.00% | 21q | -71.0%-$43.5K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $15.8K | 625 | 0.00% | 3q | HELD |
| Parallel Advisors, LLC | $7.2K | 293 | 0.00% | 19q | HELD |
| NewEdge Advisors, LLC | $7.0K | 282 | 0.00% | new | NEW |
| NATIONAL BANK OF CANADA /FI/ | $6.4K | 259 | 0.00% | 19q | -43.6%-$4.9K |
| Global Retirement Partners, LLC | $6.2K | 251 | 0.00% | 8q | HELD |
| Qube Research & Technologies Ltd | $6.1K | 248 | 0.00% | 22q | -13.9% |
| Ritter Daniher Financial Advisory LLC / DE | $5.7K | 230 | 0.00% | 17q | HELD |
| Harbor Asset Planning, Inc. | $5.4K | 217 | 0.00% | 5q | -60.8%-$8.3K |
| ROTHSCHILD INVESTMENT LLC | $4.9K | 198 | 0.00% | 11q | HELD |
| Arax Advisory Partners | $4.7K | 192 | 0.00% | new | NEW |
| Asset Dedication, LLC | $3.8K | 155 | 0.00% | 9q | HELD |
| IFP Advisors, Inc | $3.3K | 135 | 0.00% | 28q | HELD |
| IFG Advisory, LLC | $3.1K | 127 | 0.00% | new | NEW |
| Cheviot Value Management, LLC | $3.1K | 125 | 0.00% | 6q | -61.5%-$4.9K |
| SALEM INVESTMENT COUNSELORS INC | $2.4K | 95 | 0.00% | 2q | HELD |
| Atlantic Union Bankshares Corp | $2.0K | 81 | 0.00% | 5q | HELD |
| Institute for Wealth Management, LLC. | $1.5K | 61 | 0.00% | new | NEW |
| TD Waterhouse Canada Inc. | $1.4K | 55 | 0.00% | 19q | HELD |
| FLOW TRADERS U.S. LLC | $1.4K | 55,315 | 0.06% | 3q | +137.2% |
| EverSource Wealth Advisors, LLC | $1.2K | 50 | 0.00% | 10q | HELD |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $621 | 25 | 0.00% | 19q | HELD |
| HRT FINANCIAL LP | $517 | 20,979 | 0.00% | 4q | +33.7% |
| ADVISORS MANAGEMENT GROUP INC /ADV | $304 | 12,340 | 0.05% | 18q | -0.7% |
| DHJJ Financial Advisors, Ltd. | $297 | 12 | 0.00% | 12q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $99 | 4 | 0.00% | 4q | -99.4%-$16.7K |
| Banque Cantonale Vaudoise | $48 | 1,927 | 0.00% | 4q | -11.6% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 74 | $53.8M | 2,177,152 | 11 | 17 | 25 | 0.0% |
| Q1 2026 | 75 | $60.9M | 2,638,624 | 12 | 19 | 25 | 0.0% |
| Q4 2025 | 86 | $89.8M | 3,040,939 | 4 | 28 | 22 | 0.4% |
| Q3 2025 | 96 | $96.6M | 2,872,688 | 11 | 27 | 20 | 0.3% |
| Q2 2025 | 92 | $88.1M | 2,532,866 | 15 | 26 | 21 | 1.7% |
| Q1 2025 | 92 | $74.1M | 2,675,979 | 14 | 32 | 22 | 0.5% |
| Q4 2024 | 93 | $80.5M | 2,565,975 | 15 | 21 | 21 | 0.4% |
| Q3 2024 | 86 | $55.6M | 1,980,520 | 6 | 14 | 34 | 0.0% |
| Q2 2024 | 94 | $83.4M | 3,302,457 | 6 | 22 | 31 | 0.4% |
| Q1 2024 | 98 | $122.9M | 4,458,683 | 13 | 13 | 38 | 0.5% |
| Q4 2023 | 103 | $144.6M | 5,611,232 | 16 | 19 | 34 | 0.8% |
| Q3 2023 | 90 | $100.0M | 4,958,792 | 8 | 23 | 34 | 0.1% |
| Q2 2023 | 98 | $133.2M | 6,022,533 | 11 | 23 | 32 | 0.0% |
| Q1 2023 | 100 | $132.4M | 6,354,924 | 9 | 25 | 33 | 0.2% |
| Q4 2022 | 112 | $146.8M | 7,463,648 | 24 | 19 | 39 | 2.1% |
| Q3 2022 | 129 | $199.6M | 9,791,837 | 13 | 36 | 38 | 0.3% |
| Q2 2022 | 143 | $232.2M | 10,861,301 | 24 | 35 | 47 | 0.6% |
| Q1 2022 | 149 | $367.6M | 11,051,125 | 14 | 51 | 60 | 0.7% |
| Q4 2021 | 191 | $537.3M | 11,734,033 | 33 | 59 | 42 | 12.2% |
| Q3 2021 | 166 | $497.3M | 10,345,392 | 18 | 59 | 35 | 0.1% |
| Q2 2021 | 161 | $462.9M | 9,703,814 | 27 | 65 | 31 | 0.1% |
| Q1 2021 | 146 | $407.7M | 9,234,146 | 40 | 64 | 20 | 0.0% |
| Q4 2020 | 117 | $355.1M | 7,600,432 | 29 | 48 | 9 | 0.0% |
| Q3 2020 | 88 | $251.0M | 6,610,133 | 19 | 39 | 16 | 0.0% |
| Q2 2020 | 72 | $170.7M | 5,281,223 | 15 | 24 | 15 | 0.0% |
| Q1 2020 | 64 | $116.5M | 4,821,171 | 11 | 21 | 20 | 0.0% |
| Q4 2019 | 70 | $132.2M | 4,349,499 | 16 | 21 | 16 | 0.0% |
| Q3 2019 | 64 | $121.3M | 4,215,275 | 11 | 32 | 10 | 0.0% |
| Q2 2019 | 64 | $119.0M | 4,041,924 | 27 | 23 | 6 | 0.0% |
| Q1 2019 | 45 | $79.0M | 2,852,825 | 14 | 11 | 8 | 0.0% |
| Q4 2018 | 39 | $57.1M | 2,583,215 | 1 | 1 | 1 | 0.0% |