Filing Research | GLOBAL X FDS Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

8 / 8 loaded

#		Instrument	quantity
1	AAFMAA Wealth Management & Trust LLC	Shares	25.4KSH	$1.1M
2	SOA Wealth Advisors, LLC.	Shares	10.9KSH	$477.1K
3	SALEM INVESTMENT COUNSELORS INC	Shares	971SH	$42.6K
4	Founders Capital Management	Shares	200SH	$8.8K
5	Steigerwald, Gordon & Koch Inc.	Shares	98SH	$4.3K
6	SBI Securities Co., Ltd.	Shares	60SH	$2.6K
7	CoreCap Advisors, LLC	Shares	1SH	$44
8	Farther Finance Advisors, LLC	Shares	1SH	$44

Manager changes2026-06-30 vs 2026-03-31

11 / 11 loaded

#		Instrument
1	AAFMAA Wealth Management & Trust LLC added	Shares	+1.2K	+$66.1K	$1.1M
2	SBI Securities Co., Ltd. added	Shares	+4	+$204	$2.6K
3	Founders Capital Management unchanged	Shares	0	+$102	$8.8K
4	Steigerwald, Gordon & Koch Inc. unchanged	Shares	0	+$50	$4.3K
5	Farther Finance Advisors, LLC new	Shares	+1	+$44	$44
6	CoreCap Advisors, LLC unchanged	Shares	0	+$1	$44
7	HARBOR INVESTMENT ADVISORY, LLC exited	Shares	-2	-$87	$0
8	TOTH FINANCIAL ADVISORY CORP exited	Shares	-19	-$823	$0
9	Spire Wealth Management exited	Shares	-205	-$8.9K	$0
10	SOA Wealth Advisors, LLC. trimmed	Shares	-496	-$15.9K	$477.1K
11	SALEM INVESTMENT COUNSELORS INC trimmed	Shares	-500	-$21.1K	$42.6K

Filing Research | GLOBAL X FDS Institutional Holdings