Global X Funds - FINX
Detailed investor-level table based on 13F positions.
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 | Reduced | 409,022 | 9,448 | 0.0% | 0.0% | 1 | -294,564 | -41.87% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 402,320 | 9,293 | 0.0% | 0.0% | 2 | +135,164 | 50.59% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 330,177 | 7,627 | 0.0% | 0.0% | 3 | +218,656 | 196.07% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Reduced | 165,172 | 3,815 | 0.0% | 0.0% | 4 | -133,108 | -44.63% | Q1 2026 | May 06, 2026 |
| UBS Group AG | History | Reduced | 134,492 | 3,106 | 0.0% | 0.0% | 5 | -7,408 | -5.22% | Q1 2026 | May 05, 2026 |
| Blue Sky Capital Consultants Group, Inc. | History | Reduced | 130,647 | 3,017 | 1.44% | 1.79% | 6 | -9,389 | -6.7% | Q1 2026 | Apr 28, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 98,727 | 2,280 | 0.0% | 0.0% | 7 | +10,751 | 12.22% | Q1 2026 | May 11, 2026 |
| Moran Wealth Management, LLC | History | Added to | 89,744 | 2,073 | 0.06% | 0.05% | 8 | +37,329 | 71.22% | Q1 2026 | Apr 27, 2026 |
| Stamos Capital Partners, L.P. | History | Added to | 88,738 | 2,049 | 0.32% | 0.31% | 9 | +23,169 | 35.34% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 74,331 | 1,717 | 0.0% | 0.0% | 10 | +29,030 | 64.08% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 59,682 | 1,379 | 0.0% | 0.0% | 11 | -101,500 | -62.97% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 58,200 | 1,332 | 0.01% | 0.01% | 12 | +28,223 | 94.15% | Q1 2026 | Apr 07, 2026 |
| GTS SECURITIES LLC | History | New | 39,414 | 910 | 0.03% | — | 13 | +39,414 | New | Q1 2026 | May 14, 2026 |
| Phoenix Wealth Advisors | History | Reduced | 34,168 | 789 | 0.31% | 0.4% | 14 | -991 | -2.82% | Q1 2026 | Apr 22, 2026 |
| CITIGROUP INC | History | Reduced | 32,633 | 753 | 0.0% | 0.0% | 15 | -1,990 | -5.75% | Q1 2026 | May 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 28,450 | 633 | 0.0% | 0.0% | 16 | +4,388 | 18.24% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 27,231 | 629 | 0.0% | 0.0% | 17 | -5,693 | -17.29% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 27,047 | 624 | 0.0% | 0.01% | 18 | -5,220 | -16.18% | Q1 2026 | May 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 26,015 | 600 | 0.0% | — | 19 | +26,015 | New | Q1 2026 | May 15, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 23,318 | 539 | 0.02% | 0.05% | 20 | -32,849 | -58.48% | Q1 2026 | May 15, 2026 |
| IHT Wealth Management, LLC | History | New | 23,305 | 538 | 0.01% | — | 21 | +23,305 | New | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 22,789 | 526 | 0.0% | 0.0% | 22 | +12,164 | 114.48% | Q1 2026 | May 12, 2026 |
| Archford Capital Strategies, LLC | History | Added to | 22,473 | 519 | 0.06% | 0.06% | 23 | +4,542 | 25.33% | Q1 2026 | Apr 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 18,273 | 422 | 0.0% | 0.0% | 24 | -1,533 | -7.74% | Q1 2026 | May 08, 2026 |
| Wealthfront Advisers LLC | History | Added to | 17,712 | 409 | 0.0% | 0.0% | 25 | +1,754 | 10.99% | Q1 2026 | May 05, 2026 |
| HRT FINANCIAL LP | History | Added to | 15,690 | 362 | 0.0% | 0.0% | 26 | +1,447 | 10.16% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 14,014 | 323 | 0.0% | 0.0% | 27 | -71,457 | -83.6% | Q1 2026 | May 13, 2026 |
| Stelac Advisory Services LLC | History | Added to | 13,481 | 311 | 0.06% | 0.05% | 28 | +8,878 | 192.87% | Q1 2026 | May 08, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 13,349 | 308 | 0.0% | 0.0% | 29 | -804 | -5.68% | Q1 2026 | Apr 28, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 12,784 | 295 | 0.0% | 0.0% | 30 | -5,354 | -29.52% | Q1 2026 | May 12, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 15,067 | 291 | 0.01% | 0.13% | 31 | -115,756 | -88.48% | Q1 2026 | May 06, 2026 |
| ADVISORS MANAGEMENT GROUP INC /ADV | History | Added to | 12,427 | 287 | 0.05% | 0.07% | 32 | +124 | 1.01% | Q1 2026 | May 01, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | Added to | 9,693 | 232 | 0.1% | 0.12% | 33 | +550 | 6.02% | Q1 2026 | Apr 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 6,179 | 142 | 0.0% | 0.0% | 34 | -5,040 | -44.92% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 4,343 | 100 | 0.0% | 0.0% | 35 | +16 | 0.37% | Q1 2026 | May 14, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Reduced | 2,944 | 68 | 0.01% | 0.02% | 36 | -2,975 | -50.26% | Q1 2026 | Apr 15, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 2,484 | 57 | 0.01% | — | 38 | +2,484 | New | Q1 2026 | May 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 2,479 | 57 | 0.0% | 0.0% | 37 | -542 | -17.94% | Q1 2026 | May 15, 2026 |
| Banque Cantonale Vaudoise | History | No change | 2,179 | 50 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Reduced | 2,033 | 46 | 0.01% | 0.02% | 40 | -4,040 | -66.52% | Q1 2026 | Apr 16, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 1,900 | 43 | 0.0% | 0.0% | 41 | +82 | 4.51% | Q1 2026 | Apr 27, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Reduced | 1,760 | 40 | 0.0% | 0.0% | 43 | -200 | -10.2% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,824 | 40 | 0.0% | 0.0% | 42 | -41 | -2.2% | Q1 2026 | May 13, 2026 |
| US BANCORP \DE\ | History | No change | 1,715 | 39 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CDKV HOLDINGS LLC | History | Added to | 1,257 | 29 | 0.03% | 0.03% | 45 | +5 | 0.4% | Q1 2026 | May 01, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 1,237 | 28 | 0.0% | 0.0% | 46 | +448 | 56.78% | Q1 2026 | May 08, 2026 |
| Sherman Asset Management, Inc. | History | New | 1,157 | 26 | 0.02% | — | 47 | +1,157 | New | Q1 2026 | May 05, 2026 |
| CoreCap Advisors, LLC | History | Added to | 1,077 | 24 | 0.0% | 0.0% | 48 | +6 | 0.56% | Q1 2026 | Apr 07, 2026 |
| DUNCKER STREETT & CO INC | History | Added to | 1,025 | 23 | 0.0% | 0.01% | 49 | +6 | 0.59% | Q1 2026 | Apr 29, 2026 |
| MAI Capital Management | History | No change | 1,000 | 23 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 957 | 22 | 0.0% | 0.0% | 51 | +24 | 2.57% | Q1 2026 | Apr 13, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 750 | 17 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 680 | 15 | 0.0% | 0.0% | 53 | -516 | -43.14% | Q1 2026 | May 07, 2026 |
| FMR LLC | History | Reduced | 614 | 14 | 0.0% | 0.0% | 54 | -389 | -38.78% | Q1 2026 | May 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 625 | 14 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 553 | 12 | 0.01% | 0.01% | 56 | +3 | 0.55% | Q1 2026 | Apr 22, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 459 | 10 | 0.0% | 0.0% | 57 | -1,130 | -71.11% | Q1 2026 | May 14, 2026 |
| Cheviot Value Management, LLC | History | No change | 325 | 7 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 251 | 7 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 282 | 6 | 0.0% | 0.0% | 60 | -2,099 | -88.16% | Q1 2026 | Jun 02, 2026 |
| Parallel Advisors, LLC | History | Reduced | 293 | 6 | 0.0% | 0.0% | 61 | -215 | -42.32% | Q1 2026 | Jun 02, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 288 | 6 | 0.0% | 0.0% | 63 | -121 | -29.58% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | No change | 289 | 6 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 230 | 5 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| TD Capital Management LLC | History | New | 193 | 4 | 0.0% | — | 66 | +193 | New | Q1 2026 | May 11, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 198 | 4 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Portus Wealth Advisors, LLC | History | New | 158 | 3 | 0.0% | — | 69 | +158 | New | Q1 2026 | Apr 22, 2026 |
| Asset Dedication, LLC | History | No change | 155 | 3 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q1 2026 | May 29, 2026 |
| IFP Advisors, Inc | History | No change | 135 | 3 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 95 | 2 | 0.0% | — | 70 | +95 | New | Q1 2026 | Apr 29, 2026 |
| Western Wealth Management, LLC | History | New | 91 | 2 | 0.0% | — | 71 | +91 | New | Q1 2026 | May 19, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 55 | 1 | 0.0% | 0.0% | 73 | -45 | -45.0% | Q1 2026 | May 13, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 81 | 1 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 50 | 1 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 55 | 1 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Closed out | 0 | 0 | — | 0.01% | — | -90,000 | -100.0% | Q1 2026 | May 04, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -87,537 | -100.0% | Q1 2026 | May 04, 2026 |
| AAFMAA Wealth Management & Trust LLC | History | Closed out | 0 | 0 | — | 0.47% | — | -40,442 | -100.0% | Q1 2026 | Apr 08, 2026 |
| CreativeOne Wealth, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -38,564 | -100.0% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -37,708 | -100.0% | Q1 2026 | Apr 30, 2026 |
| HighTower Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -33,203 | -100.0% | Q1 2026 | May 05, 2026 |
| RFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -24,698 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Legacy Financial Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -11,355 | -100.0% | Q1 2026 | Apr 30, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,836 | -100.0% | Q1 2026 | Apr 27, 2026 |
| APS Management Group, Inc. | History | Closed out | 0 | 0 | — | 0.26% | — | -10,483 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,600 | -100.0% | Q1 2026 | May 15, 2026 |
| J. Mark Nickell & Co. | History | Closed out | 0 | 0 | — | 0.23% | — | -8,466 | -100.0% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -8,190 | -100.0% | Q1 2026 | May 15, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,158 | -100.0% | Q1 2026 | May 13, 2026 |
| Creative Planning | History | Closed out | 0 | 0 | — | 0.0% | — | -7,663 | -100.0% | Q1 2026 | May 12, 2026 |
| GeoWealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,205 | -100.0% | Q1 2026 | May 13, 2026 |
| Accretive Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -7,200 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Cascade Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,000 | -100.0% | Q1 2026 | May 12, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,703 | -100.0% | Q1 2026 | Apr 30, 2026 |
| AlphaCore Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -900 | -100.0% | Q1 2026 | May 15, 2026 |
| Darwin Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -392 | -100.0% | Q1 2026 | May 01, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -108 | -100.0% | Q1 2026 | May 14, 2026 |
| AE Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -51 | -100.0% | Q1 2026 | May 13, 2026 |
| Pacific Center for Financial Services | History | New | 30 | 0 | — | — | — | +30 | New | Q1 2026 | May 12, 2026 |
| Advisory Services Network, LLC | History | New | 13 | 0 | — | — | — | +13 | New | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | May 06, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |