Filing Research | GLOBAL X FDS Institutional Holdings

Snapshot holdings

50 / 87 loaded

#		Instrument	quantity
1	Orgel Wealth Management, LLC	Shares	6.8MSH	$127.6M
2	Global X Japan Co., Ltd.	Shares	3.3MSH	$61.4M
3	FUKOKU MUTUAL LIFE INSURANCE CO	Shares	1.6MSH	$29.0M
4	State of Wisconsin - Board of Commissioners of Public Lands	Shares	1.3MSH	$25.1M
5	RATIONAL ADVISORS, INC.	Shares	1.3MSH	$23.6M
6	Columbus Macro, LLC	Shares	1.1MSH	$21.0M
7	Tiller Private Wealth, Inc.	Shares	1.0MSH	$19.5M
8	COLLECTIVE FAMILY OFFICE LLC	Shares	777.2KSH	$14.5M
9	NAPLES GLOBAL ADVISORS, LLC	Shares	632.1KSH	$11.8M
10	EXCHANGE TRADED CONCEPTS, LLC	Shares	605.2KSH	$11.3M
11	Ocean Park Asset Management, LLC	Shares	605.2KSH	$11.3M
12	FIRST INTERSTATE BANK	Shares	321.3KSH	$6.0M
13	Apella Capital, LLC	Shares	260.8KSH	$4.9M
14	Sound Income Strategies, LLC	Shares	226.0KSH	$4.2M
15	FIFTH THIRD SECURITIES, INC.	Shares	197.4KSH	$3.7M
16	SBI Securities Co., Ltd.	Shares	181.3KSH	$3.4M
17	Merit Financial Group, LLC	Shares	163.5KSH	$3.1M
18	Crews Bank & Trust	Shares	121.7KSH	$2.3M
19	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	102.4KSH	$1.9M
20	Cyndeo Wealth Partners, LLC	Shares	98.7KSH	$1.8M
21	Flaharty Asset Management, LLC	Shares	97.6KSH	$1.8M
22	Traub Capital Management LLC	Shares	83.2KSH	$1.6M
23	WEBSTER BANK, N. A.	Shares	77.7KSH	$1.5M
24	Unison Advisors LLC	Shares	75.8KSH	$1.4M
25	Objective Capital Management, LLC	Shares	74.7KSH	$1.4M
26	Eagle Strategies LLC	Shares	70.8KSH	$1.3M
27	Investors Research Corp	Shares	65.1KSH	$1.2M
28	NWAM LLC	Shares	64.3KSH	$1.2M
29	John W. Brooker & Co., CPAs	Shares	51.8KSH	$968.0K
30	Triumph Capital Management	Shares	50.8KSH	$949.1K
31	Mirae Asset Global Investments Co., Ltd.	Shares	47.4KSH	$886.8K
32	Envestnet Portfolio Solutions, Inc.	Shares	46.7KSH	$873.4K
33	Austin Wealth Management, LLC	Shares	46.5KSH	$863.7K
34	Wealthcare Advisory Partners LLC	Shares	44.7KSH	$835.2K
35	Syntegra Private Wealth Group, LLC	Shares	44.0KSH	$821.7K
36	Adams Asset Advisors, LLC	Shares	38.9KSH	$727.5K
37	American Institute for Advanced Investment Management, LLP	Shares	37.2KSH	$695.6K
38	David Kennon Inc	Shares	37.1KSH	$692.6K
39	INTEGRAL INVESTMENT ADVISORS, INC.	Shares	36.5KSH	$682.0K
40	Apollon Financial, LLC	Shares	35.3KSH	$659.2K
41	FIRST CITIZENS BANK & TRUST CO	Shares	35.1KSH	$656.1K
42	Farther Finance Advisors, LLC	Shares	34.2KSH	$639.9K
43	BEACON FINANCIAL GROUP	Shares	34.1KSH	$636.9K
44	SMITHBRIDGE ASSET MANAGEMENT INC/DE	Shares	28.5KSH	$533.2K
45	Trinity Legacy Partners, LLC	Shares	28.5KSH	$528.8K
46	1620 INVESTMENT ADVISORS, INC.	Shares	27.3KSH	$510.9K
47	TrueWealth Advisors, LLC	Shares	26.9KSH	$503.7K
48	WealthBridge Capital Management, LLC	Shares	25.7KSH	$480.3K
49	Activest Wealth Management	Shares	23.0KSH	$429.8K
50	Avior Wealth Management, LLC	Shares	22.9KSH	$428.3K

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

50 / 94 loaded

#		Instrument
1	EXCHANGE TRADED CONCEPTS, LLC new	Shares	+605.2K	+$11.3M	$11.3M
2	Ocean Park Asset Management, LLC new	Shares	+605.2K	+$11.3M	$11.3M
3	Columbus Macro, LLC added	Shares	+202.1K	+$4.0M	$21.0M
4	Merit Financial Group, LLC added	Shares	+131.6K	+$2.5M	$3.1M
5	FIRST INTERSTATE BANK added	Shares	+116.6K	+$2.2M	$6.0M
6	COLLECTIVE FAMILY OFFICE LLC added	Shares	+79.9K	+$1.7M	$14.5M
7	Tiller Private Wealth, Inc. added	Shares	+52.3K	+$1.3M	$19.5M
8	NAPLES GLOBAL ADVISORS, LLC added	Shares	+40.0K	+$919.6K	$11.8M
9	WEBSTER BANK, N. A. added	Shares	+47.9K	+$903.5K	$1.5M
10	RATIONAL ADVISORS, INC. added	Shares	+12.7K	+$599.0K	$23.6M
11	Austin Wealth Management, LLC added	Shares	+25.7K	+$480.3K	$863.7K
12	FUKOKU MUTUAL LIFE INSURANCE CO unchanged	Shares	0	+$449.8K	$29.0M
13	John W. Brooker & Co., CPAs added	Shares	+21.1K	+$404.2K	$968.0K
14	State of Wisconsin - Board of Commissioners of Public Lands unchanged	Shares	0	+$389.0K	$25.1M
15	Wealthcare Advisory Partners LLC added	Shares	+10.2K	+$201.2K	$835.2K
16	Avior Wealth Management, LLC added	Shares	+10.4K	+$197.4K	$428.3K
17	TRUE BLUE FINANCIAL, LLC new	Shares	+10.4K	+$195.2K	$195.2K
18	Sculati Wealth Management, LLC new	Shares	+10.1K	+$187.0K	$187.0K
19	Objective Capital Management, LLC added	Shares	+7.5K	+$160.0K	$1.4M
20	Unison Advisors LLC added	Shares	+6.2K	+$135.4K	$1.4M
21	Envestnet Portfolio Solutions, Inc. added	Shares	+5.9K	+$122.4K	$873.4K
22	NWAM LLC added	Shares	+5.0K	+$110.2K	$1.2M
23	FIFTH THIRD SECURITIES, INC. added	Shares	+2.6K	+$105.0K	$3.7M
24	ALBION FINANCIAL GROUP /UT added	Shares	+5.4K	+$104.3K	$272.8K
25	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+3.7K	+$92.3K	$1.9M
26	Triumph Capital Management added	Shares	+3.8K	+$84.9K	$949.1K
27	Farther Finance Advisors, LLC added	Shares	+3.7K	+$78.4K	$639.9K
28	Crews Bank & Trust added	Shares	+2.2K	+$76.1K	$2.3M
29	EverSource Wealth Advisors, LLC added	Shares	+3.5K	+$65.8K	$67.9K
30	1620 INVESTMENT ADVISORS, INC. added	Shares	+2.6K	+$55.7K	$510.9K
31	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+2.3K	+$47.6K	$308.4K
32	Cyndeo Wealth Partners, LLC added	Shares	+560	+$38.9K	$1.8M
33	SBI Securities Co., Ltd. trimmed	Shares	-1.0K	+$34.0K	$3.4M
34	Independent Wealth Network Inc. added	Shares	+807	+$18.1K	$212.3K
35	FIRST CITIZENS BANK & TRUST CO added	Shares	+229	+$14.4K	$656.1K
36	Activest Wealth Management added	Shares	+67	+$7.9K	$429.8K
37	WealthBridge Capital Management, LLC unchanged	Shares	0	+$7.5K	$480.3K
38	Lewis Asset Management, LLC added	Shares	+169	+$7.2K	$263.8K
39	American Institute for Advanced Investment Management, LLP trimmed	Shares	-228	+$6.6K	$695.6K
40	Hennion & Walsh Asset Management, Inc. trimmed	Shares	-11	+$6.0K	$399.9K
41	Adams Asset Advisors, LLC trimmed	Shares	-369	+$4.5K	$727.5K
42	RVW Wealth, LLC unchanged	Shares	0	+$4.4K	$284.0K
43	FARMERS & MERCHANTS INVESTMENTS INC new	Shares	+231	+$4.3K	$4.3K
44	Avory & Company, LLC unchanged	Shares	0	+$3.2K	$205.9K
45	CARY STREET PARTNERS FINANCIAL LLC unchanged	Shares	0	+$3.1K	$201.3K
46	VISTA FINANCE, LLC unchanged	Shares	0	+$3.0K	$195.8K
47	TrueWealth Advisors, LLC trimmed	Shares	-297	+$2.4K	$503.7K
48	MeadowBrook Investment Advisors LLC unchanged	Shares	0	+$1.9K	$120.6K
49	Vermillion Wealth Management, Inc. added	Shares	+43	+$1.6K	$50.6K
50	INTEGRAL INVESTMENT ADVISORS, INC. trimmed	Shares	-500	+$1.4K	$682.0K

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