DaveManuel.com · Institutional Ownership · Who Owns It
GLOBAL X FDS (FINX)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
80
Reporting holders
$56.1M
Reported value
0.0%
Calls
0.0%
Puts
+0
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 | +29.1%+$709.7K |
| 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 | +11.0%+$161.7K |
| 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 |
| FLOW TRADERS U.S. LLC | $1.4M | 55,315 | 0.06% | 3q | +137.2%+$790.2K |
| 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 |
| 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 |
| HRT FINANCIAL LP | $517.0K | 20,979 | 0.00% | 4q | +33.7%+$130.3K |
| 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 |
| MERCER GLOBAL ADVISORS INC /ADV | $336.8K | 13,643 | 0.00% | 2q | -47.6%-$305.5K |
| 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 |
| ADVISORS MANAGEMENT GROUP INC /ADV | $304.0K | 12,340 | 0.05% | 18q | -0.7%-$2.1K |
| 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 |
| CARLSON FINANCIAL, INC. | $222.7K | 9,027 | 0.11% | 3q | -1.1%-$2.4K |
| Beacon Pointe Advisors, LLC | $212.3K | 8,600 | 0.00% | new | NEW |
| Jaffetilchin Investment Partners, LLC | $202.6K | 8,204 | 0.01% | 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 |
| Banque Cantonale Vaudoise | $48.0K | 1,927 | 0.00% | 4q | -11.6%-$6.3K |
| 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 |
| 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 |
| BFC Planning, Inc. | $12.3K | 498 | 0.00% | new | NEW |
| Parallel Advisors, LLC | $7.2K | 293 | 0.00% | 19q | HELD |
| NewEdge Advisors, LLC | $7.0K | 282 | 0.00% | 15q | HELD |
| 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 |
| EverSource Wealth Advisors, LLC | $1.2K | 50 | 0.00% | 10q | HELD |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $621 | 25 | 0.00% | 19q | HELD |
| DHJJ Financial Advisors, Ltd. | $297 | 12 | 0.00% | 12q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $99 | 4 | 0.00% | 4q | -99.4%-$16.7K |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 20 | $5.7M | 235,264 | 4 | 3 | 3 | 0.0% |
| Q2 2026 | 80 | $56.1M | 2,270,973 | 11 | 20 | 27 | 0.0% |
| Q1 2026 | 80 | $58.7M | 2,543,908 | 11 | 21 | 28 | 0.0% |
| Q4 2025 | 93 | $93.9M | 3,178,354 | 5 | 29 | 24 | 0.4% |
| Q3 2025 | 104 | $99.7M | 2,966,546 | 14 | 27 | 25 | 0.3% |
| Q2 2025 | 99 | $92.2M | 2,652,329 | 17 | 29 | 23 | 1.6% |
| Q1 2025 | 98 | $78.5M | 2,837,537 | 14 | 35 | 24 | 0.4% |
| Q4 2024 | 102 | $85.3M | 2,719,056 | 18 | 24 | 21 | 0.4% |
| Q3 2024 | 92 | $58.4M | 2,082,914 | 6 | 16 | 36 | 0.0% |
| Q2 2024 | 102 | $87.6M | 3,469,655 | 6 | 24 | 34 | 0.4% |
| Q1 2024 | 107 | $129.7M | 4,702,033 | 15 | 14 | 42 | 0.4% |
| Q4 2023 | 114 | $151.0M | 5,865,025 | 16 | 21 | 42 | 0.7% |
| Q3 2023 | 104 | $105.7M | 5,245,228 | 10 | 27 | 39 | 0.1% |
| Q2 2023 | 114 | $141.8M | 6,413,434 | 12 | 28 | 39 | 0.0% |
| Q1 2023 | 121 | $143.3M | 6,876,387 | 14 | 32 | 36 | 0.2% |
| Q4 2022 | 136 | $168.0M | 8,560,665 | 26 | 27 | 51 | 1.8% |
| Q3 2022 | 128 | $1.5B | 74,907,417 | 12 | 35 | 39 | 0.0% |
| Q2 2022 | 143 | $299.4M | 14,016,597 | 24 | 36 | 47 | 0.4% |
| Q1 2022 | 148 | $433.0M | 13,095,250 | 13 | 51 | 60 | 0.6% |
| Q4 2021 | 191 | $760.1M | 17,298,116 | 33 | 59 | 42 | 8.6% |
| Q3 2021 | 166 | $1.6B | 33,988,725 | 18 | 60 | 35 | 0.0% |
| Q2 2021 | 161 | $1.3B | 27,535,964 | 27 | 65 | 32 | 0.0% |
| Q1 2021 | 145 | $1.2B | 27,073,288 | 39 | 64 | 20 | 0.0% |
| Q4 2020 | 117 | $798.3M | 17,088,934 | 29 | 48 | 9 | 0.0% |
| Q3 2020 | 88 | $455.9M | 12,005,732 | 19 | 39 | 16 | 0.0% |
| Q2 2020 | 72 | $177.4M | 5,482,022 | 15 | 24 | 15 | 0.0% |
| Q1 2020 | 64 | $121.4M | 5,021,970 | 11 | 22 | 19 | 0.0% |
| Q4 2019 | 70 | $378.9M | 12,473,367 | 16 | 21 | 17 | 0.0% |
| Q3 2019 | 64 | $395.7M | 13,755,725 | 11 | 32 | 10 | 0.0% |
| Q2 2019 | 64 | $413.6M | 14,031,924 | 27 | 23 | 6 | 0.0% |
| Q1 2019 | 45 | $355.4M | 12,842,825 | 14 | 11 | 8 | 0.0% |
| Q4 2018 | 39 | $276.6M | 12,523,265 | 1 | 1 | 1 | 0.0% |