Who Owns GLOBAL X FDS (FINX)? -- Institutional Holders (2026-06-30)
91 institutions reported holding $55.6M of GLOBAL X FDS (FINX) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($7.0M), BANK OF AMERICA CORP /DE/ ($5.2M), Blue Sky Capital Consultants Group, Inc. ($3.7M), RAYMOND JAMES FINANCIAL INC ($3.5M), UBS Group AG ($3.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $7.0M | 285,509 | Trimmed |
| 2 | BANK OF AMERICA CORP /DE/ | $5.2M | 212,617 | Trimmed |
| 3 | Blue Sky Capital Consultants Group, Inc. | $3.7M | 151,521 | Added |
| 4 | RAYMOND JAMES FINANCIAL INC | $3.5M | 143,397 | Trimmed |
| 5 | UBS Group AG | $3.4M | 136,507 | Added |
| 6 | WELLS FARGO & COMPANY/MN | $3.1M | 127,470 | Added |
| 7 | LPL Financial LLC | $2.9M | 118,280 | Trimmed |
| 8 | Stamos Capital Partners, L.P. | $2.3M | 93,220 | Added |
| 9 | CITADEL ADVISORS LLC | $2.0M | 79,337 | New |
| 10 | Moran Wealth Management, LLC | $1.9M | 77,507 | Trimmed |
| 11 | AMERIPRISE FINANCIAL INC | $1.6M | 66,229 | Added |
| 12 | Farther Finance Advisors, LLC | $1.6M | 64,189 | Added |
| 13 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.6M | 64,164 | Trimmed |
| 14 | PNC Financial Services Group, Inc. | $1.5M | 60,099 | Added |
| 15 | Lane Generational LLC | $1.4M | 55,700 | New |
| 16 | FLOW TRADERS U.S. LLC | $1.4M | 55,315 | Added |
| 17 | CITIGROUP INC | $938,664 | 38,018 | Added |
| 18 | JANE STREET GROUP, LLC | $908,049 | 36,778 | Added |
| 19 | JONES FINANCIAL COMPANIES LLLP | $847,372 | 34,031 | Added |
| 20 | Phoenix Wealth Advisors | $844,842 | 34,218 | Added |
| 21 | Archford Capital Strategies, LLC | $591,005 | 23,937 | Added |
| 22 | Cox Capital Mgt LLC | $579,697 | 23,479 | New |
| 23 | Royal Bank of Canada | $522,000 | 21,157 | Trimmed |
| 24 | HRT FINANCIAL LP | $517,000 | 20,979 | Added |
| 25 | Wealthfront Advisers LLC | $489,504 | 19,826 | Added |
Source: SEC Form 13F filings · as of 2026-06-30