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Get Institutions for : 
Global X Funds Global X Fintech (FINX)  
$25.61 0.14 (0.54%) as of 4:30 Fri 6/7


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 111    4
Total shares held : 
 5,319,045  
% of shares held : 
 26.86%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -16  
Amount of shares held : 
 294,540  
% of shares held change : 
   1.49%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $24.81  
Last Quarter's Ending Price : 
 $27.86  
Last Quarter's Average Price : 
 $25.51  
Change from last quarter's     
avg. price to the last closing  : 
0.10 (0.39%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
14
 240,639
 4.52%
 
Increased Positions :
23
 545,960
 10.26%
 
Unchanged Positions :
31
 60,171
 1.13%
 
Decreased Positions :
43
-444,782
-8.36%
 
Closed Positions :
10
-47,277
-0.89%
 
Guru Positions :
1
24,340
 0.46%
 
View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   PNC FINANCIAL SERVICES GROUP INC 312 - 2024-03-31 1,208,743 $33,676,000 3,042
   UBS Group AG 1654 - 2024-03-31 334,114 $9,308,000 -26,046
   MORGAN STANLEY 3648 - 2024-03-31 227,795 $6,346,000 -47,983
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 839 - 2024-03-31 281,232 $5,953,000 -50,835
   BANK OF AMERICA CORP /DE/ 2893 - 2024-03-31 196,868 $5,485,000 -20,381
   LPL FINANCIAL CORP 1916 - 2024-03-31 148,513 $4,138,000 -27,440
   WELLS FARGO & CO/MN 2114 - 2024-03-31 141,170 $3,933,000 -11,812
   Gerber Kawasaki Wealth & Investment Management 79 - 2024-03-31 123,106 $3,430,000 -20,303
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1319 - 2024-03-31 113,628 $3,166,000 60,860
   JANE STREET GROUP LLC 1840 - 2024-03-31 100,772 $2,808,000 -135,232
   MML INVESTORS SERVICES LLC 912 - 2024-03-31 96,077 $2,677,000 -4,375
   J P MORGAN CHASE & CO 2807 - 2024-03-31 95,339 $2,656,000 -409
   RAYMOND JAMES & ASSOCIATES 2058 - 2024-03-31 82,562 $2,300,000 -5,450
   ASPIREON WEALTH ADVISORS 18 - 2023-03-31 101,587 $2,115,000 45,790
   MONECO Advisors LLC 84 - 2024-03-31 75,831 $2,113,000 -327
   Insight Advisors LLC/ PA 64 - 2024-03-31 51,549 $1,436,000 -18,943
   AMERIPRISE FINANCIAL INC 2969 - 2024-03-31 48,052 $1,339,000 -2,906
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1906 - 2024-03-31 45,541 $1,269,000 -5,509
   COMMONWEALTH EQUITY SERVICES LLC. 2105 - 2024-03-31 42,526 $1,185,000 19,139
   HIGHTOWER ADVISORS, LLC 1752 - 2024-03-31 37,247 $1,039,000 1,198
   CITIGROUP INC 2267 - 2024-03-31 36,584 $1,019,000 -5,859
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1728 - 2024-03-31 35,651 $993,000 128
   Phoenix Wealth Advisors 42 - 2024-03-31 35,433 $987,000 5,109
   ROYAL BANK OF CANADA 3078 - 2024-03-31 31,176 $869,000 -5,675
   CITADEL ADVISORS LLC 3221 - 2024-03-31 30,753 $857,000 -5,173
   Change Path LLC 417 - 2024-03-31 30,550 $851,000 -24,980
   Advisor Group Holdings Inc. 2514 - 2024-03-31 29,005 $808,000 -374,504
   ENVESTNET ASSET MANAGEMENT INC 3214 - 2024-03-31 25,464 $709,000 -18,391
   Robertson Stephens Wealth Management LLC 280 - 2024-03-31 25,087 $699,000 -1,369
   Cetera Investment Advisers 2339 - 2024-03-31 24,885 $693,000 -7,599
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 736 - 2024-03-31 24,340 $678,000 -1,116
   Pinnacle Financial Group LLC / IL 39 - 2024-03-31 21,595 $602,000 -29
   Kingsview Wealth Management LLC 619 - 2024-03-31 21,449 $598,000 -23,253
   Archford Capital Strategies LLC 158 - 2024-03-31 21,376 $596,000 -133
   Stratos Wealth Partners LTD. 837 - 2024-03-31 20,225 $563,000 -7,762
   CREATIVE FINANCIAL DESIGNS INC /ADV 269 - 2024-03-31 16,906 $471,000 520
   STIFEL FINANCIAL CORP 2670 - 2024-03-31 16,054 $447,000 -254
   MEITAV DASH INVESTMENTS LTD 178 - 2024-03-31 15,978 $445,000 0
   Wealthfront Advisers LLC 752 - 2024-03-31 15,339 $427,000 1,190
   Atria Wealth Solutions Inc. 1337 - 2024-03-31 15,174 $423,000 -1,145
   IHT Wealth Management LLC 702 - 2024-03-31 14,528 $405,000 1,062
   JANNEY MONTGOMERY SCOTT LLC 2234 *New 2024-03-31 12,280 $342,000 12,280
   Key Client Fiduciary Advisors LLC 128 - 2024-03-31 12,236 $341,000 -10
   Joseph P. Lucia & Associates LLC 88 - 2024-03-31 12,195 $340,000 -2,076
   ADVISORS MANAGEMENT GROUP INC /ADV 116 - 2024-03-31 11,898 $331,000 -243
   MULTIFINANCIAL SECURITIES CORP 1873 *New 2024-03-31 11,708 $326,000 11,708
   Banco Santander S.A. 376 - 2024-03-31 11,545 $322,000 -3,830
   CAPTRUST FINANCIAL ADVISORS 1755 - 2024-03-31 10,964 $305,000 -3,731
   BANK OF MONTREAL /CAN/ 2429 - 2024-03-31 10,200 $285,000 10,200
   STELAC ADVISORY SERVICES LLC 64 - 2024-03-31 9,627 $268,000 -172,409
   Financial Advocates Investment Management 665 - 2024-03-31 8,648 $241,000 65
   TOWER RESEARCH CAPITAL LLC 1333 - 2024-03-31 8,178 $228,000 4,353
   JAFFETILCHIN INVESTMENT PARTNERS LLC 332 - 2024-03-31 8,098 $226,000 1
   Beacon Pointe Advisors LLC 1212 - 2024-03-31 7,732 $215,000 -500
   Accretive Wealth Partners LLC 124 - 2024-03-31 8,400 $213,000 0
   TRU INDEPENDENCE ASSET MANAGEMENT 2 LLC 68 - 2023-03-31 10,050 $209,000 0
   BARCLAYS PLC 3299 - 2024-03-31 6,020 $168,000 0
   GeoWealth Management LLC 726 - 2024-03-31 5,480 $153,000 -7,792
   Lindbrook Capital LLC 477 - 2024-03-31 4,421 $123,000 -100
   HARBOUR INVESTMENTS INC. 1086 - 2023-12-31 4,436 $113,000 -150
   Steward Partners Investment Advisory LLC 1977 - 2024-03-31 2,295 $64,000 1,400
   US BANCORP 2586 - 2024-03-31 2,115 $59,000 0
   JONES FINANCIAL COMPANIES LLLP 699 *New 2024-03-31 2,121 $59,000 2,121
   Migdal Insurance & Financial Holdings Ltd. 271 - 2024-03-31 1,960 $55,000 0
   Capital Investment Advisory Services LLC 657 - 2024-03-31 1,725 $48,000 0
   BLAIR WILLIAM & CO/IL 1612 - 2024-03-31 1,474 $41,000 -24
   WARREN AVERETT ASSET MANAGEMENT, LLC 683 *New 2024-03-31 1,286 $36,000 1,286
   DUNCKER STREETT & CO INC 347 - 2024-03-31 1,077 $30,000 1
   Goss Wealth Management LLC 2482 - 2024-03-31 1,016 $28,000 -222
   Legend Financial Advisors Inc. 76 - 2024-03-31 1,000 $28,000 0
   BAYSTATE WEALTH MANAGEMENT LLC 492 - 2023-12-31 1,103 $28,000 0
   GLENMEDE TRUST CO NA 1294 *New 2024-03-31 980 $27,000 980
   Financial Advisory Service Inc. 381 - 2024-03-31 944 $26,000 0
   BBJS FINANCIAL ADVISORS LLC 75 - 2024-03-31 917 $26,000 -173,158
   COMERICA BANK 3002 - 2024-03-31 750 $21,000 0
   Covestor Ltd 1218 - 2024-03-31 700 $20,000 -927
   Atlantic Trust Group LLC 2057 *New 2024-03-31 691 $19,000 691
   AdvisorNet Financial Inc 1164 - 2024-03-31 533 $15,000 0
   Parallel Advisors LLC 2152 - 2024-03-31 507 $14,000 0
   Farther Finance Advisors LLC 1602 - 2024-03-31 500 $14,000 0
   JFS WEALTH ADVISORS, LLC 747 - 2024-03-31 418 $12,000 0
   PRIVATE TRUST CO NA 1610 - 2024-03-31 386 $11,000 0
   HOLLENCREST SECURITIES LLC 712 - 2024-03-31 375 $10,000 0
   INSTITUTIONAL & FAMILY ASSET MANAGEMENT LLC 414 - 2024-03-31 346 $10,000 0
   Spire Wealth Management 1819 - 2024-03-31 236 $7,000 0
   Archer Investment Corp 689 - 2024-03-31 248 $7,000 0
   GRADIENT INVESTMENTS LLC 696 - 2024-03-31 200 $6,000 0
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2704 - 2024-03-31 205 $6,000 205
   WASHINGTON TRUST CO 720 *New 2024-03-31 212 $6,000 212
   SALEM INVESTMENT COUNSELORS INC 932 - 2024-03-31 182 $5,000 -2
   FMR LLC 4369 - 2024-03-31 143 $4,000 66
   SIGNATUREFD, LLC 2628 - 2024-03-31 150 $4,000 -1,000
   ABSOLUTE INVESTMENT MANAGEMENT LLC 447 - 2024-03-31 127 $4,000 0
   Ritter Daniher Financial Advisory LLC / DE 258 - 2024-03-31 130 $4,000 0
   Coppell Advisory Solutions LLC 1213 - 2023-12-31 100 $3,000 0
   Aspire Private Capital LLC 550 - 2024-03-31 120 $3,000 -268
   IFP Advisors Inc 2581 - 2023-12-31 135 $3,000 0
   Ronald Blue Trust Inc. 1785 *New 2024-03-31 66 $2,000 66
   NATIONAL BANK OF CANADA /FI/ 2245 - 2024-03-31 90 $2,000 -8,830
   Global Retirement Partners LLC 2719 *New 2024-03-31 85 $2,000 85
  100 Records found
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