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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | No change | 285,509 | 7,049 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 212,617 | 5,249 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 143,397 | 3,540 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 136,507 | 3,370 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 127,470 | 3,147 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 118,280 | 2,920 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Stamos Capital Partners, L.P. | History | No change | 93,220 | 2,301 | 0.35% | 0.35% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Moran Wealth Management, LLC | History | Added to | 81,692 | 1,981 | 0.05% | 0.05% | 8 | +4,185 | 5.4% | Q3 2026 | Oct 22, 2026 |
| CITADEL ADVISORS LLC | History | No change | 79,337 | 1,958 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 66,229 | 1,635 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 65,954 | 1,600 | 0.01% | 0.01% | 11 | +1,765 | 2.75% | Q3 2026 | Oct 08, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 64,164 | 1,584 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 60,099 | 1,483 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Lane Generational LLC | History | No change | 55,700 | 1,375 | 1.21% | 1.21% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 55,315 | 1,366 | 0.06% | 0.06% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Added to | 38,448 | 932 | 0.0% | 0.0% | 16 | +430 | 1.13% | Q3 2026 | Nov 04, 2026 |
| JANE STREET GROUP, LLC | History | No change | 36,778 | 908 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 34,031 | 847 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Phoenix Wealth Advisors | History | Reduced | 33,581 | 814 | 0.25% | 0.28% | 19 | -637 | -1.86% | Q3 2026 | Nov 02, 2026 |
| Blue Sky Capital Consultants Group, Inc. | History | Reduced | 29,457 | 714 | 0.3% | 1.6% | 20 | -122,064 | -80.56% | Q3 2026 | Oct 13, 2026 |
| Archford Capital Strategies, LLC | History | Added to | 24,352 | 590 | 0.06% | 0.06% | 21 | +415 | 1.73% | Q3 2026 | Oct 19, 2026 |
| ROYAL BANK OF CANADA | History | No change | 21,157 | 522 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | No change | 20,979 | 517 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthfront Advisers LLC | History | No change | 19,826 | 489 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IHT Wealth Management, LLC | History | No change | 17,190 | 424 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vontobel Holding Ltd. | History | New | 14,500 | 351 | 0.0% | — | 26 | +14,500 | New | Q3 2026 | Oct 16, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 13,643 | 336 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Sanctuary Advisors, LLC | History | No change | 13,557 | 334 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stelac Advisory Services LLC | History | No change | 13,481 | 332 | 0.06% | 0.06% | 29 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 13,109 | 323 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | No change | 12,949 | 319 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Creative Planning | History | Reduced | 13,046 | 316 | 0.0% | 0.0% | 32 | -469 | -3.47% | Q3 2026 | Nov 02, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 12,236 | 302 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ADVISORS MANAGEMENT GROUP INC /ADV | History | Reduced | 11,947 | 289 | 0.05% | 0.05% | 34 | -393 | -3.18% | Q3 2026 | Nov 05, 2026 |
| Sherman Asset Management, Inc. | History | No change | 10,636 | 258 | 0.19% | 0.2% | 35 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Mission Financial Group, LLC | History | Added to | 10,529 | 255 | 0.2% | 0.21% | 36 | +17 | 0.16% | Q3 2026 | Oct 21, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | Added to | 9,547 | 237 | 0.08% | 0.09% | 37 | +285 | 3.08% | Q3 2026 | Nov 05, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 9,394 | 232 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 9,259 | 228 | 0.02% | 0.02% | 39 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 8,600 | 212 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 8,533 | 207 | 0.0% | — | 41 | +8,533 | New | Q3 2026 | Nov 02, 2026 |
| CARLSON FINANCIAL, INC. | History | Reduced | 8,509 | 206 | 0.11% | 0.11% | 42 | -518 | -5.74% | Q3 2026 | Nov 05, 2026 |
| Jaffetilchin Investment Partners, LLC | History | No change | 8,204 | 202 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Oct 20, 2026 |
| JPMORGAN CHASE & CO | History | No change | 5,093 | 127 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 2,874 | 70 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 2,737 | 66 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 1,760 | 43 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Rossby Financial, LCC | History | New | 1,757 | 42 | 0.01% | — | 48 | +1,757 | New | Q3 2026 | Nov 05, 2026 |
| US BANCORP \DE\ | History | No change | 1,715 | 41 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| FMR LLC | History | No change | 1,518 | 37 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 1,511 | 36 | 0.0% | 0.0% | 51 | -381 | -20.14% | Q3 2026 | Oct 21, 2026 |
| CDKV HOLDINGS LLC | History | Added to | 1,212 | 29 | 0.02% | 0.02% | 52 | +2 | 0.17% | Q3 2026 | Oct 28, 2026 |
| CoreCap Advisors, LLC | History | Added to | 1,078 | 26 | 0.0% | 0.0% | 53 | +1 | 0.09% | Q3 2026 | Oct 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,042 | 25 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DUNCKER STREETT & CO INC | History | Added to | 1,026 | 24 | 0.0% | 0.0% | 56 | +1 | 0.1% | Q3 2026 | Oct 27, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 1,019 | 24 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 750 | 18 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 718 | 17 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BFC Planning, Inc. | History | No change | 498 | 12 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Parallel Advisors, LLC | History | Added to | 294 | 7 | 0.0% | 0.0% | 60 | +1 | 0.34% | Q3 2026 | Nov 03, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 259 | 6 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NewEdge Advisors, LLC | History | No change | 282 | 6 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Qube Research & Technologies Ltd | History | No change | 248 | 6 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 251 | 6 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 230 | 5 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 217 | 5 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 198 | 4 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Arax Advisory Partners | History | No change | 192 | 4 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Y.D. More Investments Ltd | History | New | 124 | 3 | 0.0% | — | 73 | +124 | New | Q3 2026 | Nov 02, 2026 |
| Cheviot Value Management, LLC | History | No change | 125 | 3 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Asset Dedication, LLC | History | No change | 155 | 3 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| IFP Advisors, Inc | History | No change | 135 | 3 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| IFG Advisory, LLC | History | No change | 127 | 3 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 81 | 2 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SIMPLEX TRADING, LLC | History | New | 69 | 1 | 0.0% | — | 78 | +69 | New | Q3 2026 | Nov 04, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 61 | 1 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 50 | 1 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 55 | 1 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Cox Capital Mgt LLC | History | Closed out | 0 | 0 | — | 0.32% | — | -23,479 | -100.0% | Q3 2026 | Oct 07, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -625 | -100.0% | Q3 2026 | Nov 02, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -95 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Creative Capital Management Investments LLC | History | New | 22 | 0 | — | — | — | +22 | New | Q3 2026 | Oct 27, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 9 | 0 | — | — | — | -3 | -25.0% | Q3 2026 | Oct 23, 2026 |
| Blue Trust, Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q3 2026 | Oct 15, 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 26, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Banque Cantonale Vaudoise | History | No change | 1,927 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |