FINX institutional holders

Global X FinTech ETF · 80 reporting institutions · $53.7M reported value

Funds that can replace FINX · FINX return decomposition

Institutional holdings

Institutions reporting FINX, largest first
InstitutionReported positionAdvisors at firmReport period
Morgan Stanley$7M23,1852026-06-30
Bank of America Corp /de$5.2M02026-06-30
Blue Sky Capital Consultants Group, Inc.$3.7M72026-06-30
Raymond James Financial Inc$3.5M02026-06-30
UBS Group AG$3.4M02026-06-30
Wells Fargo & Company/mn$3.1M02026-06-30
Lpl Financial LLC$2.9M23,4582026-06-30
Stamos Capital Partners, LP$2.3M02026-06-30
Citadel Advisors LLC$2M02026-06-30
Moran Wealth Management, LLC$1.9M352026-06-30
Ameriprise Financial Inc$1.6M02026-06-30
Farther Finance Advisors, LLC$1.6M3342026-06-30
Susquehanna International Group, LLP$1.6M02026-06-30
PNC Financial Services Group, Inc.$1.5M02026-06-30
Lane Generational LLC$1.4M22026-06-30
Citigroup Inc$938.7K02026-06-30
Jane Street Group, LLC$908K02026-06-30
Jones Financial Companies LLLP$847.4K02026-06-30
Phoenix Wealth Advisors$844.8K72026-06-30
Archford Capital Strategies, LLC$591K162026-06-30
Cox Capital Mgt LLC$579.7K02026-06-30
Royal Bank of Canada$522K02026-06-30
Wealthfront Advisers LLC$489.5K402026-06-30
Iht Wealth Management LLC$424.4K1592026-06-30
Mercer Global Advisors Inc /adv$336.8K02026-06-30
Sanctuary Advisors, LLC$334.7K4012026-06-30
Creative Planning$333.7K1,1712026-06-30
Stelac Advisory Services LLC$332.8K12026-06-30
Stifel Financial Corp$323.7K02026-06-30
Cetera Investment Advisers$319.7K10,3702026-06-30
Stratos Wealth Partners, Ltd.$302.1K3862026-06-30
Sherman Asset Management, Inc.$262.6K12026-06-30
Mission Financial Group, LLC$259.5K62026-06-30
Osaic Holdings, Inc.$232.1K02026-06-30
Northbridge Financial Group, LLC$228.7K92026-06-30
Clearwater Capital Advisors, LLC$228.6K152026-06-30
Carlson Financial, Inc.$222.7K42026-06-30
Beacon Pointe Advisors, LLC$212.3K4662026-06-30
Jpmorgan Chase & Co$127.6K02026-06-30
Rockefeller Capital Management LP$71K3462026-06-30
Valley National Advisers Inc$67.6K142026-06-30
Sbi Securities Co., Ltd.$46.7K02026-06-30
Migdal Insurance & Financial Holdings Ltd.$43.5K02026-06-30
US Bancorp$42.3K02026-06-30
Fmr LLC$37.5K02026-06-30
Glenmede Trust Co NA$32.8K62025-09-30
Steele Street Private Wealth Management$29.9K22026-06-30
Corecap Advisors, LLC$26.6K1182026-06-30
Steward Partners Investment Advisory, LLC$25.7K4812026-06-30
Duncker Streett & Co.$25.3K22026-06-30
Creative Financial Designs Inc /adv$25.2K02026-06-30
Integrated Wealth Concepts LLC$20.4K4802026-06-30
Halbert Hargrove Global Advisors, LLC$18.5K432026-06-30
Harbour Investments, Inc.$17.7K2472026-06-30
International Assets Investment Management, LLC$15.8K1222026-06-30
Parallel Advisors, LLC$7.2K752026-06-30
Newedge Advisors$7K6012026-06-30
National Bank of Canada /fi$6.4K02026-06-30
Global Retirement Partners LLC$6.2K4912026-06-30
Qube Research & Technologies Ltd$6.1K02026-06-30
Ritter Daniher Financial Advisory LLC / de$5.7K02026-06-30
Harbor Asset Planning, Inc.$5.4K22026-06-30
Rothschild Investment LLC$4.9K182026-06-30
Arax Advisory Partners$4.7K2322026-06-30
Asset Dedication, LLC$3.8K112026-06-30
Ifp Advisors, Inc$3.3K3182026-06-30
Ifg Advisory, LLC$3.1K1102026-06-30
Cheviot Value Management, LLC$3.1K82026-06-30
Salem Investment Counselors Inc$2.4K132026-06-30
Atlantic Union Bankshares Corp$2K02026-06-30
Institute for Wealth Management, Llc.$1.5K132026-06-30
TD Waterhouse Canada Inc.$1.4K02026-06-30
Flow Traders U.S. LLC$1.4K02026-06-30
Eversource Wealth Advisors, LLC$1.2K772026-06-30
Blue Bell Private Wealth Management, LLC$621112026-06-30
Hrt Financial LP$51702026-06-30
Advisors Management Group Inc /adv$30402026-06-30
Dhjj Financial Advisors, Ltd.$29772026-06-30
Northwestern Mutual Wealth Management Co$9902026-06-30
Banque Cantonale Vaudoise$4802026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30