Filing Research | GLOBAL X FDS Institutional Holdings

Snapshot holdings

50 / 133 loaded

#		Instrument	quantity
1	Global X Japan Co., Ltd.	Shares	16.8MSH	$309.2M
2	Brookstone Capital Management	Shares	1.4MSH	$25.9M
3	SIMS INVESTMENT MANAGEMENT, LLC	Shares	1.1MSH	$20.1M
4	Sound Income Strategies, LLC	Shares	1.0MSH	$19.3M
5	J.W. COLE ADVISORS, INC.	Shares	906.1KSH	$16.7M
6	SBI Securities Co., Ltd.	Shares	677.2KSH	$12.5M
7	Beta Wealth Group, Inc.	Shares	530.2KSH	$9.8M
8	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	513.8KSH	$9.4M
9	Mirae Asset Global Investments Co., Ltd.	Shares	483.4KSH	$8.9M
10	Foguth Wealth Management, LLC.	Shares	385.9KSH	$6.8M
11	PFG Investments, LLC	Shares	328.2KSH	$6.0M
12	Hennion & Walsh Asset Management, Inc.	Shares	249.1KSH	$4.6M
13	Compass Financial Services Inc	Shares	222.0KSH	$4.1M
14	INDEPENDENT FINANCIAL GROUP, LLC	Shares	204.2KSH	$3.8M
15	HBW ADVISORY SERVICES LLC	Shares	175.3KSH	$3.2M
16	RDA Financial Network	Shares	141.2KSH	$2.6M
17	Sowell Financial Services LLC	Shares	117.0KSH	$2.2M
18	Mesirow Financial Investment Management, Inc.	Shares	112.5KSH	$2.1M
19	Significant Wealth Partners LLC	Shares	108.2KSH	$2.0M
20	Independent Wealth Network Inc.	Shares	107.0KSH	$2.0M
21	APS Management Group, Inc.	Shares	104.2KSH	$1.9M
22	PMG Family Office LLC	Shares	85.4KSH	$1.6M
23	Register Financial Advisors LLC	Shares	81.2KSH	$1.5M
24	Y-Intercept (Hong Kong) Ltd	Shares	77.1KSH	$1.4M
25	Key Client Fiduciary Advisors, LLC	Shares	74.5KSH	$1.4M
26	Prospera Financial Services Inc	Shares	73.6KSH	$1.4M
27	D.A. DAVIDSON & CO.	Shares	70.7KSH	$1.3M
28	HF Advisory Group, LLC	Shares	69.1KSH	$1.3M
29	Triumph Capital Management	Shares	67.9KSH	$1.3M
30	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	64.4KSH	$1.2M
31	Bensler, LLC	Shares	60.3KSH	$1.1M
32	TLWM	Shares	59.1KSH	$1.1M
33	Aventura Private Wealth, LLC	Shares	57.2KSH	$1.1M
34	Dynamic Advisor Solutions LLC	Shares	56.8KSH	$1.0M
35	Apella Capital, LLC	Shares	57.1KSH	$1.0M
36	Farther Finance Advisors, LLC	Shares	54.5KSH	$1.0M
37	Mayflower Financial Advisors, LLC	Shares	54.1KSH	$996.7K
38	Benchmark Financial, LLC	Shares	52.6KSH	$969.4K
39	Trilogy Capital Inc.	Shares	52.0KSH	$958.8K
40	Barnes Wealth Management Group, Inc	Shares	51.4KSH	$946.6K
41	Patriot Financial Group Insurance Agency, LLC	Shares	44.5KSH	$820.5K
42	UNIQUE WEALTH, LLC	Shares	43.0KSH	$793.3K
43	WORLD EQUITY GROUP, INC.	Shares	41.5KSH	$764.5K
44	XML Financial, LLC	Shares	39.2KSH	$723.4K
45	HOWARD WEALTH MANAGEMENT, LLC	Shares	37.7KSH	$695.0K
46	ARQ WEALTH ADVISORS, LLC	Shares	38.0KSH	$676.4K
47	IFP Advisors, Inc	Shares	35.7KSH	$657.7K
48	City Center Advisors, LLC	Shares	32.1KSH	$592.4K
49	SAX WEALTH ADVISORS, LLC	Shares	33.6KSH	$575.6K
50	FLAGSHIP HARBOR ADVISORS, LLC	Shares	29.5KSH	$543.7K

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

50 / 149 loaded

#		Instrument
1	Global X Japan Co., Ltd. added	Shares	+1.0M	+$38.7M	$309.2M
2	Brookstone Capital Management added	Shares	+19.6K	+$2.1M	$25.9M
3	Mirae Asset Global Investments Co., Ltd. added	Shares	+81.3K	+$2.0M	$8.9M
4	Sound Income Strategies, LLC added	Shares	+25.9K	+$1.7M	$19.3M
5	Y-Intercept (Hong Kong) Ltd new	Shares	+77.1K	+$1.4M	$1.4M
6	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+35.7K	+$1.2M	$9.4M
7	SBI Securities Co., Ltd. added	Shares	+808	+$880.7K	$12.5M
8	Hennion & Walsh Asset Management, Inc. added	Shares	+30.2K	+$837.6K	$4.6M
9	Beta Wealth Group, Inc. added	Shares	+4.3K	+$752.0K	$9.8M
10	PFG Investments, LLC added	Shares	+12.3K	+$630.5K	$6.0M
11	Compass Financial Services Inc added	Shares	+18.2K	+$596.1K	$4.1M
12	J.W. COLE ADVISORS, INC. trimmed	Shares	-34.6K	+$566.6K	$16.7M
13	SIMS INVESTMENT MANAGEMENT, LLC trimmed	Shares	-55.3K	+$450.3K	$20.1M
14	Mesirow Financial Investment Management, Inc. added	Shares	+7.6K	+$274.4K	$2.1M
15	Pacific Park Financial, Inc. added	Shares	+12.2K	+$241.2K	$467.4K
16	Bensler, LLC added	Shares	+9.2K	+$234.3K	$1.1M
17	RDA Financial Network added	Shares	+2.9K	+$230.1K	$2.6M
18	Cape Investment Advisory, Inc. new	Shares	+12.3K	+$227.4K	$227.4K
19	HBW ADVISORY SERVICES LLC added	Shares	+101	+$226.2K	$3.2M
20	Herold Advisors, Inc. new	Shares	+12.0K	+$221.0K	$221.0K
21	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+8.0K	+$213.0K	$1.2M
22	CYPRESS FINANCIAL PLANNING LLC new	Shares	+11.3K	+$208.5K	$208.5K
23	SALEM INVESTMENT COUNSELORS INC added	Shares	+10.4K	+$199.8K	$314.7K
24	TLWM added	Shares	+7.2K	+$199.3K	$1.1M
25	AdvisorNet Financial, Inc added	Shares	+9.9K	+$187.3K	$251.6K
26	MILESTONE ASSET MANAGEMENT, LLC added	Shares	+8.7K	+$185.1K	$510.2K
27	Sowell Financial Services LLC added	Shares	+1.5K	+$175.1K	$2.2M
28	Significant Wealth Partners LLC added	Shares	+1.9K	+$171.7K	$2.0M
29	Triumph Capital Management added	Shares	+4.9K	+$171.2K	$1.3M
30	WORLD EQUITY GROUP, INC. added	Shares	+6.5K	+$164.0K	$764.5K
31	ATTICUS WEALTH MANAGEMENT, LLC added	Shares	+7.7K	+$155.4K	$345.9K
32	PMG Family Office LLC added	Shares	+1.5K	+$135.5K	$1.6M
33	HF Advisory Group, LLC added	Shares	+2.5K	+$131.1K	$1.3M
34	INDEPENDENT FINANCIAL GROUP, LLC trimmed	Shares	-7.7K	+$130.0K	$3.8M
35	Spire Wealth Management added	Shares	+6.2K	+$118.9K	$186.0K
36	MinichMacGregor Wealth Management, LLC added	Shares	+5.1K	+$114.5K	$377.0K
37	SAX WEALTH ADVISORS, LLC added	Shares	+7.1K	+$108.5K	$575.6K
38	APS Management Group, Inc. trimmed	Shares	-1.6K	+$105.9K	$1.9M
39	D.A. DAVIDSON & CO. added	Shares	+374	+$97.0K	$1.3M
40	Northstar Advisory Group, LLC added	Shares	+3.4K	+$95.0K	$524.1K
41	Key Client Fiduciary Advisors, LLC trimmed	Shares	-290	+$90.3K	$1.4M
42	PFG Advisors added	Shares	+3.8K	+$89.8K	$362.8K
43	Trilogy Capital Inc. added	Shares	+1.3K	+$89.1K	$958.8K
44	Dynamic Advisor Solutions LLC added	Shares	+777	+$86.0K	$1.0M
45	CoreCap Advisors, LLC added	Shares	+3.8K	+$72.6K	$101.0K
46	HOWARD WEALTH MANAGEMENT, LLC added	Shares	+1.4K	+$72.3K	$695.0K
47	Ignite Planners, LLC added	Shares	+2.9K	+$72.2K	$331.1K
48	Benchmark Financial, LLC added	Shares	+100	+$69.0K	$969.4K
49	Barnes Wealth Management Group, Inc trimmed	Shares	-38	+$65.1K	$946.6K
50	Register Financial Advisors LLC trimmed	Shares	-2.5K	+$61.1K	$1.5M

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