Global X Funds - FINX
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 16 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 703,586 | 20,706 | 0.0% | 0.0% | 1 | +310,679 | 79.07% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Reduced | 298,280 | 8,778 | 0.0% | 0.0% | 2 | -27,992 | -8.58% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Reduced | 267,156 | 7,862 | 0.0% | 0.0% | 3 | -25,856 | -8.82% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 161,182 | 4,743 | 0.0% | 0.0% | 4 | +19,710 | 13.93% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 141,900 | 4,176 | 0.0% | 0.0% | 5 | -6,185 | -4.18% | Q4 2025 | Jan 29, 2026 |
| Blue Sky Capital Consultants Group, Inc. | History | Added to | 140,036 | 4,121 | 1.79% | 1.99% | 6 | +2,372 | 1.72% | Q4 2025 | Jan 23, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 130,823 | 3,850 | 0.13% | 0.15% | 7 | +206 | 0.16% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 111,521 | 3,282 | 0.0% | 0.0% | 8 | +11,120 | 11.08% | Q4 2025 | Feb 18, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 90,000 | 2,648 | 0.01% | 0.01% | 9 | +38,500 | 74.76% | Q4 2025 | Jan 26, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 87,976 | 2,589 | 0.0% | 0.0% | 10 | +6,197 | 7.58% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 87,537 | 2,576 | 0.0% | 0.0% | 11 | +10,843 | 14.14% | Q4 2025 | Feb 10, 2026 |
| Cetera Investment Advisers | History | Added to | 85,471 | 2,515 | 0.0% | 0.0% | 12 | +6,547 | 8.3% | Q4 2025 | Feb 17, 2026 |
| Stamos Capital Partners, L.P. | History | Added to | 65,569 | 1,929 | 0.31% | 0.21% | 13 | +33,064 | 101.72% | Q4 2025 | Feb 12, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 56,167 | 1,653 | 0.05% | — | 14 | +56,167 | New | Q4 2025 | Feb 13, 2026 |
| Moran Wealth Management, LLC | History | Added to | 52,415 | 1,542 | 0.05% | 0.03% | 15 | +19,334 | 58.44% | Q4 2025 | Jan 26, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 45,301 | 1,333 | 0.0% | 0.0% | 16 | -15,253 | -25.19% | Q4 2025 | Feb 17, 2026 |
| AAFMAA Wealth Management & Trust LLC | History | Reduced | 40,442 | 1,190 | 0.47% | 0.7% | 17 | -12,059 | -22.97% | Q4 2025 | Jan 07, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 38,564 | 1,134 | 0.03% | 0.03% | 18 | +1,564 | 4.23% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 37,708 | 1,110 | 0.0% | 0.0% | 19 | -67 | -0.18% | Q4 2025 | Feb 05, 2026 |
| Phoenix Wealth Advisors | History | Reduced | 35,159 | 1,034 | 0.4% | 0.45% | 20 | -71 | -0.2% | Q4 2025 | Jan 22, 2026 |
| CITIGROUP INC | History | Added to | 34,623 | 1,018 | 0.0% | 0.0% | 21 | +2,223 | 6.86% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 33,203 | 977 | 0.0% | 0.0% | 22 | -441 | -1.31% | Q4 2025 | Feb 06, 2026 |
| ROYAL BANK OF CANADA | History | New | 32,924 | 969 | 0.0% | — | 23 | +32,924 | New | Q4 2025 | Feb 17, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 32,267 | 949 | 0.01% | 0.0% | 24 | +22,402 | 227.09% | Q4 2025 | Jan 29, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 29,977 | 882 | 0.01% | 0.01% | 25 | +14,293 | 91.13% | Q4 2025 | Jan 23, 2026 |
| RFG Advisory, LLC | History | Added to | 24,698 | 726 | 0.01% | 0.02% | 26 | +1,750 | 7.63% | Q4 2025 | Feb 03, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 24,062 | 708 | 0.0% | 0.0% | 27 | +4,476 | 22.85% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 19,806 | 582 | 0.0% | 0.0% | 28 | +419 | 2.16% | Q4 2025 | Feb 06, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 18,138 | 533 | 0.0% | 0.0% | 29 | -110 | -0.6% | Q4 2025 | Feb 13, 2026 |
| Archford Capital Strategies, LLC | History | Added to | 17,931 | 527 | 0.06% | 0.07% | 30 | +612 | 3.53% | Q4 2025 | Jan 15, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 15,958 | 469 | 0.0% | 0.0% | 31 | -505 | -3.07% | Q4 2025 | Jan 30, 2026 |
| HRT FINANCIAL LP | History | Added to | 14,243 | 419 | 0.0% | 0.0% | 32 | +7,452 | 109.73% | Q4 2025 | Feb 12, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 14,153 | 416 | 0.0% | 0.01% | 33 | -518 | -3.53% | Q4 2025 | Jan 20, 2026 |
| ADVISORS MANAGEMENT GROUP INC /ADV | History | Reduced | 12,303 | 362 | 0.07% | 0.07% | 34 | -198 | -1.58% | Q4 2025 | Jan 14, 2026 |
| Legacy Financial Advisors, Inc. | History | Added to | 11,355 | 334 | 0.05% | 0.04% | 35 | +2,542 | 28.84% | Q4 2025 | Feb 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 11,219 | 330 | 0.0% | 0.0% | 36 | -2,147 | -16.06% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 10,836 | 318 | 0.0% | 0.0% | 37 | +300 | 2.85% | Q4 2025 | Feb 12, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 10,625 | 312 | 0.0% | 0.0% | 38 | +136 | 1.3% | Q4 2025 | Feb 12, 2026 |
| APS Management Group, Inc. | History | Reduced | 10,483 | 308 | 0.26% | 0.36% | 39 | -1,699 | -13.95% | Q4 2025 | Jan 28, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | New | 9,143 | 269 | 0.12% | — | 40 | +9,143 | New | Q4 2025 | Feb 06, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 8,600 | 253 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| J. Mark Nickell & Co. | History | New | 8,466 | 249 | 0.23% | — | 42 | +8,466 | New | Q4 2025 | Feb 13, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 8,190 | 241 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 8,158 | 240 | 0.01% | 0.02% | 44 | -1 | -0.01% | Q4 2025 | Jan 15, 2026 |
| Creative Planning | History | Reduced | 7,663 | 225 | 0.0% | 0.0% | 45 | -4,423 | -36.6% | Q4 2025 | Feb 17, 2026 |
| GeoWealth Management, LLC | History | Reduced | 7,205 | 212 | 0.01% | 0.01% | 46 | -1,163 | -13.9% | Q4 2025 | Feb 17, 2026 |
| Accretive Wealth Partners, LLC | History | No change | 7,200 | 211 | 0.06% | 0.07% | 47 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Cascade Financial Partners, LLC | History | No change | 7,000 | 206 | 0.02% | 0.03% | 48 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | New | 6,073 | 178 | 0.02% | — | 49 | +6,073 | New | Q4 2025 | Jan 20, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Reduced | 5,919 | 174 | 0.02% | 0.05% | 50 | -4,337 | -42.29% | Q4 2025 | Jan 23, 2026 |
| Stelac Advisory Services LLC | History | Reduced | 4,603 | 136 | 0.05% | 0.07% | 51 | -1,844 | -28.6% | Q4 2025 | Feb 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 4,327 | 127 | 0.0% | 0.0% | 52 | +566 | 15.05% | Q4 2025 | Mar 16, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 3,021 | 88 | 0.0% | 0.0% | 53 | +80 | 2.72% | Q4 2025 | Feb 09, 2026 |
| NewEdge Advisors, LLC | History | Added to | 2,381 | 70 | 0.0% | 0.0% | 54 | +761 | 46.98% | Q4 2025 | Feb 18, 2026 |
| Banque Cantonale Vaudoise | History | No change | 2,179 | 64 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 1,960 | 58 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,865 | 54 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 1,818 | 53 | 0.0% | 0.0% | 58 | -60 | -3.19% | Q4 2025 | Feb 03, 2026 |
| Kestra Advisory Services, LLC | History | New | 1,703 | 50 | 0.0% | — | 60 | +1,703 | New | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 1,715 | 50 | 0.0% | 0.0% | 59 | -400 | -18.91% | Q4 2025 | Jan 30, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 1,589 | 46 | 0.0% | 0.0% | 61 | +762 | 92.14% | Q4 2025 | Feb 17, 2026 |
| CDKV HOLDINGS LLC | History | New | 1,252 | 36 | 0.03% | — | 62 | +1,252 | New | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,196 | 35 | 0.0% | 0.0% | 63 | +516 | 75.88% | Q4 2025 | Feb 10, 2026 |
| CoreCap Advisors, LLC | History | No change | 1,071 | 31 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| FMR LLC | History | Reduced | 1,003 | 29 | 0.0% | 0.0% | 65 | -869 | -46.42% | Q4 2025 | Feb 17, 2026 |
| MAI Capital Management | History | Reduced | 1,000 | 29 | 0.0% | 0.0% | 67 | -200 | -16.67% | Q4 2025 | Feb 13, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 1,019 | 29 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 933 | 27 | 0.0% | 0.0% | 68 | -55 | -5.57% | Q4 2025 | Feb 06, 2026 |
| AlphaCore Capital LLC | History | No change | 900 | 26 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 789 | 23 | 0.0% | 0.0% | 70 | -161 | -16.95% | Q4 2025 | Feb 12, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 750 | 22 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 625 | 18 | 0.0% | — | 72 | +625 | New | Q4 2025 | Feb 03, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 550 | 16 | 0.01% | 0.01% | 73 | +117 | 27.02% | Q4 2025 | Jan 26, 2026 |
| Parallel Advisors, LLC | History | No change | 508 | 14 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 409 | 12 | 0.0% | 0.0% | 75 | +200 | 95.69% | Q4 2025 | Feb 17, 2026 |
| Darwin Wealth Management, LLC | History | No change | 392 | 11 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Cheviot Value Management, LLC | History | No change | 325 | 9 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Russell Investments Group, Ltd. | History | No change | 289 | 8 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | No change | 251 | 7 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 230 | 6 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 198 | 5 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Asset Dedication, LLC | History | No change | 155 | 4 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| SIMPLEX TRADING, LLC | History | New | 108 | 3 | 0.0% | — | 83 | +108 | New | Q4 2025 | Feb 11, 2026 |
| IFP Advisors, Inc | History | No change | 135 | 3 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 81 | 2 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 100 | 2 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| AE Wealth Management LLC | History | No change | 51 | 1 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 50 | 1 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 55 | 1 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| SCOTIA CAPITAL INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -156,456 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -19,646 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MEITAV INVESTMENT HOUSE LTD | History | Closed out | 0 | 0 | — | 0.01% | — | -15,258 | -100.0% | Q3 2025 | Oct 29, 2025 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Closed out | 0 | 0 | — | 0.0% | — | -11,860 | -100.0% | Q3 2025 | Nov 04, 2025 |
| SEI INVESTMENTS CO | History | Closed out | 0 | 0 | — | 0.0% | — | -10,924 | -100.0% | Q3 2025 | Nov 13, 2025 |
| JCSD Capital, LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -10,000 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Key Client Fiduciary Advisors, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -8,759 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Columbus Macro, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -7,623 | -100.0% | Q3 2025 | Oct 16, 2025 |
| MML INVESTORS SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,047 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BAM Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -6,544 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Tradition Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,300 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Private Advisor Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,188 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,020 | -100.0% | Q3 2025 | Mar 31, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,950 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -459 | -100.0% | Q3 2025 | Oct 10, 2025 |
| Archer Investment Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -248 | -100.0% | Q3 2025 | Nov 03, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -120 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Westside Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -103 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Hilton Head Capital Partners, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 11, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |