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Get Institutions for : 
Global X Funds Global X Fintech (FINX)  
$24.69 0.33 (1.32%) as of 4:30 Wed 5/1


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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 : 
 $19.98  
Last Quarter's Ending Price : 
 $25.57  
Last Quarter's Average Price : 
 $21.48  
Change from last quarter's     
avg. price to the last closing  : 
3.21 (14.94%)  




 
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
25,456
 0.48%
 
View holdings for period: 3-31-2022 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 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 314 - 2023-12-31 1,205,701 $30,830,000 -40,822
   Advisor Group Holdings Inc. 788 - 2023-12-31 403,509 $10,318,000 360,938
   UBS Group AG 1508 - 2023-12-31 360,160 $9,209,000 7,341
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. - 2023-12-31 332,067 $8,491,000 111,280
   MORGAN STANLEY 3590 - 2023-12-31 275,778 $7,052,000 -14,054
   JANE STREET GROUP LLC 1326 - 2023-12-31 236,004 $6,035,000 -104,329
   BANK OF AMERICA CORP /DE/ 2816 - 2023-12-31 217,249 $5,555,000 -22,039
   STELAC ADVISORY SERVICES LLC 14 - 2023-12-31 182,036 $4,655,000 -12,187
   LPL FINANCIAL CORP 1741 - 2023-12-31 175,953 $4,499,000 -5,355
   BBJS FINANCIAL ADVISORS LLC 17 - 2023-12-31 174,075 $4,451,000 -47,363
   WELLS FARGO & CO/MN 2074 - 2023-12-31 152,982 $3,912,000 -57,427
   Gerber Kawasaki Wealth & Investment Management 72 - 2023-12-31 143,409 $3,667,000 -13,895
   MML INVESTORS SERVICES LLC 886 - 2023-12-31 100,452 $2,569,000 5,183
   J P MORGAN CHASE & CO 2849 - 2023-12-31 95,748 $2,448,000 -5,686
   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 - 2023-12-31 70,492 $1,802,000 8,668
   Change Path LLC 201 - 2023-12-31 55,530 $1,420,000 -18,753
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2365 - 2023-12-31 52,768 $1,349,000 11,971
   AMERIPRISE FINANCIAL INC 3005 - 2023-12-31 50,958 $1,303,000 -4,249
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1906 - 2024-03-31 45,541 $1,269,000 -5,509
   Kingsview Wealth Management LLC 432 *New 2023-12-31 44,702 $1,143,000 44,702
   ENVESTNET ASSET MANAGEMENT INC 2840 - 2023-12-31 43,855 $1,121,000 -7,708
   CITIGROUP INC 2014 - 2023-12-31 42,443 $1,085,000 1,711
   TOCQUEVILLE ASSET MANAGEMENT LP 330 - 2023-12-31 41,730 $1,067,000 -9,220
   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 3129 - 2023-12-31 36,851 $942,000 -1,530
   HIGHTOWER ADVISORS, LLC 1835 - 2023-12-31 36,049 $922,000 -10,100
   CITADEL ADVISORS LLC 3009 - 2023-12-31 35,926 $919,000 7,304
   Cetera Investment Advisers 1213 - 2023-12-31 32,484 $831,000 -7,818
   Essex LLC 86 - 2023-12-31 31,636 $809,000 -30,215
   Price Capital Management Inc. *New 2023-12-31 29,600 $757,000 29,600
   Robertson Stephens Wealth Management LLC 264 - 2023-12-31 26,456 $677,000 -4,202
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 741 - 2023-12-31 25,456 $651,000 -13,029
   COMMONWEALTH EQUITY SERVICES LLC. 2508 - 2023-12-31 23,387 $598,000 -13,120
   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
   Pinnacle Financial Group LLC / IL 39 - 2023-12-31 21,624 $553,000 1,291
   Wealthfront Advisers LLC 752 - 2024-03-31 15,339 $427,000 1,190
   CREATIVE FINANCIAL DESIGNS INC /ADV 264 - 2023-12-31 16,386 $419,000 598
   STIFEL FINANCIAL CORP 2659 - 2023-12-31 16,308 $417,000 -3,196
   Atria Wealth Solutions Inc. 1291 - 2023-12-31 16,319 $417,000 -2,470
   MEITAV DASH INVESTMENTS LTD 259 - 2023-12-31 15,978 $409,000 0
   Glenview Trust Co 373 - 2023-12-31 15,652 $400,000 -7,838
   Banco Santander S.A. 354 - 2023-12-31 15,375 $393,000 2,090
   CAPTRUST FINANCIAL ADVISORS 1947 - 2023-12-31 14,695 $376,000 -3,550
   Joseph P. Lucia & Associates LLC 83 - 2023-12-31 14,271 $365,000 -4,494
   IHT Wealth Management LLC 717 *New 2023-12-31 13,466 $344,000 13,466
   Key Client Fiduciary Advisors LLC 128 - 2024-03-31 12,236 $341,000 -10
   GeoWealth Management LLC 391 - 2023-12-31 13,272 $341,000 -2,832
   Gladstone Institutional Advisory LLC 496 - 2023-12-31 13,249 $339,000 -1,506
   ADVISORS MANAGEMENT GROUP INC /ADV 116 - 2024-03-31 11,898 $331,000 -243
   NATIONAL BANK OF CANADA /FI/ 1265 - 2023-12-31 8,920 $222,000 0
   Financial Advocates Investment Management 662 *New 2023-12-31 8,583 $219,000 8,583
   Accretive Wealth Partners LLC 116 *New 2023-12-31 8,400 $215,000 8,400
   Beacon Pointe Advisors LLC 1175 *New 2023-12-31 8,232 $210,000 8,232
   TRU INDEPENDENCE ASSET MANAGEMENT 2 LLC 68 - 2023-03-31 10,050 $209,000 0
   JAFFETILCHIN INVESTMENT PARTNERS LLC 328 *New 2023-12-31 8,097 $207,000 8,097
   BARCLAYS PLC 3470 - 2023-12-31 6,020 $154,000 0
   Tradition Wealth Management LLC 380 - 2023-12-31 5,622 $144,000 -500
   Lindbrook Capital LLC 477 - 2024-03-31 4,421 $123,000 -100
   HARBOUR INVESTMENTS INC. 1086 - 2023-12-31 4,436 $113,000 -150
   TOWER RESEARCH CAPITAL LLC 2655 - 2023-12-31 3,825 $98,000 3,379
   US BANCORP 2619 - 2023-12-31 2,115 $54,000 0
   Migdal Insurance & Financial Holdings Ltd. 335 - 2023-12-31 1,960 $50,000 0
   Capital Investment Advisory Services LLC 657 - 2024-03-31 1,725 $48,000 0
   Covestor Ltd 923 - 2023-12-31 1,627 $42,000 -381
   BLAIR WILLIAM & CO/IL 1603 - 2023-12-31 1,498 $38,000 69
   Goss Wealth Management LLC 2370 - 2023-12-31 1,238 $32,000 4
   DUNCKER STREETT & CO INC 347 - 2024-03-31 1,077 $30,000 1
   SIGNATUREFD, LLC 1741 - 2023-12-31 1,150 $29,000 150
   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
   Financial Advisory Service Inc. - 2023-12-31 944 $24,000 0
   Steward Partners Investment Advisory LLC 2327 - 2023-12-31 895 $23,000 -380
   COMERICA BANK 2945 - 2023-12-31 750 $19,000 -576
   AdvisorNet Financial Inc 1164 - 2024-03-31 533 $15,000 0
   Parallel Advisors LLC 2147 - 2023-12-31 507 $13,000 1
   HOWE & RUSLING INC 318 *New 2023-12-31 489 $13,000 489
   Farther Finance Advisors LLC 1505 - 2023-12-31 500 $13,000 0
   PRIVATE TRUST CO NA 1610 - 2024-03-31 386 $11,000 0
   JFS WEALTH ADVISORS, LLC 754 - 2023-12-31 418 $11,000 0
   Bell Investment Advisors Inc 520 *New 2023-12-31 437 $11,000 437
   HOLLENCREST SECURITIES LLC 717 - 2023-12-31 375 $10,000 0
   INSTITUTIONAL & FAMILY ASSET MANAGEMENT LLC 398 - 2023-12-31 346 $9,000 0
   Spire Wealth Management 1819 - 2024-03-31 236 $7,000 0
   GRADIENT INVESTMENTS LLC 696 - 2024-03-31 200 $6,000 0
   Archer Investment Corp 719 - 2023-12-31 248 $6,000 0
   WASHINGTON TRUST CO 720 *New 2024-03-31 212 $6,000 212
   SALEM INVESTMENT COUNSELORS INC 932 - 2024-03-31 182 $5,000 -2
   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
   Ritter Daniher Financial Advisory LLC / DE 301 - 2023-12-31 130 $3,000 0
   ABSOLUTE INVESTMENT MANAGEMENT LLC 475 - 2023-12-31 127 $3,000 61
   SANDY SPRING BANK - 2023-12-31 80 $2,000 0
   Global Retirement Partners LLC 2719 *New 2024-03-31 85 $2,000 85
   FMR LLC 4527 - 2023-12-31 77 $2,000 76
  100 Records found
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