Filing Research | GLOBAL X FDS Institutional Holdings

Snapshot holdings

50 / 124 loaded

#		Instrument	quantity
1	FIDUCIARY FINANCIAL GROUP, LLC	Shares	91.2KSH	$7.0M
2	CREDIT INDUSTRIEL ET COMMERCIAL	PUT	90.0KSH	$6.9M
3	Legend Financial Advisors, Inc.	Shares	82.0KSH	$6.3M
4	Bayshore Capital Advisors, LLC	Shares	74.9KSH	$5.8M
5	Corecam Pte. Ltd.	Shares	72.3KSH	$5.6M
6	J.W. COLE ADVISORS, INC.	Shares	67.2KSH	$5.2M
7	Stonebridge Financial Group, LLC	Shares	64.5KSH	$5.0M
8	Lake Hills Wealth Management, LLC	Shares	54.4KSH	$4.2M
9	MFA WEALTH ADVISORS, LLC	Shares	53.9KSH	$4.1M
10	VIEWPOINT INVESTMENT PARTNERS CORP	Shares	45.9KSH	$3.9M
11	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	40.0KSH	$3.1M
12	180 WEALTH ADVISORS, LLC	Shares	38.1KSH	$2.9M
13	Brookwood Investment Group LLC	Shares	37.5KSH	$2.9M
14	Corecam AG	Shares	33.0KSH	$2.5M
15	JOHNSON INVESTMENT COUNSEL INC	Shares	32.5KSH	$2.5M
16	Prospera Financial Services Inc	Shares	31.9KSH	$2.5M
17	CREDIT INDUSTRIEL ET COMMERCIAL	Shares	30.5KSH	$2.3M
18	D.A. DAVIDSON & CO.	Shares	30.0KSH	$2.3M
19	SALEM INVESTMENT COUNSELORS INC	Shares	28.9KSH	$2.2M
20	Global X Japan Co., Ltd.	Shares	27.2KSH	$2.1M
21	Balefire, LLC	Shares	24.7KSH	$1.9M
22	Tactive Advisors, LLC	Shares	24.7KSH	$1.9M
23	Pettinga Financial Advisors LLC	Shares	24.7KSH	$1.9M
24	Birch Hill Investment Advisors LLC	Shares	24.5KSH	$1.9M
25	JUNCTURE WEALTH STRATEGIES, LLC	Shares	23.9KSH	$1.8M
26	Dynamic Wealth Strategies, LLC	Shares	22.7KSH	$1.7M
27	GK Wealth Management LLC	Shares	21.1KSH	$1.6M
28	Apollon Wealth Management, LLC	Shares	21.0KSH	$1.6M
29	INDEPENDENT FINANCIAL GROUP, LLC	Shares	19.9KSH	$1.5M
30	Brookstone Capital Management	Shares	19.1KSH	$1.5M
31	E&G Advisors, LLC	Shares	18.8KSH	$1.4M
32	FIFTH THIRD SECURITIES, INC.	Shares	18.1KSH	$1.4M
33	CoreCap Advisors, LLC	Shares	17.7KSH	$1.4M
34	Miller Global Investments, LLC	Shares	17.2KSH	$1.3M
35	WESPAC Advisors SoCal, LLC	Shares	16.5KSH	$1.3M
36	ARVEST INVESTMENTS, INC.	Shares	16.1KSH	$1.2M
37	Revisor Wealth Management LLC	Shares	15.2KSH	$1.2M
38	RFG Advisory, LLC	Shares	15.2KSH	$1.2M
39	Allied Private Wealth LLC	Shares	15.7KSH	$1.1M
40	Capstone Capital Management Ltd	Shares	14.4KSH	$1.1M
41	WT Wealth Management	Shares	14.0KSH	$1.1M
42	Wealthcare Advisory Partners LLC	Shares	12.8KSH	$984.9K
43	BFI Infinity Ltd.	Shares	12.3KSH	$947.1K
44	Mirae Asset Global Investments Co., Ltd.	Shares	12.2KSH	$939.0K
45	BALDWIN WEALTH PARTNERS LLC/MA	Shares	12.2KSH	$935.8K
46	SBI Securities Co., Ltd.	Shares	11.6KSH	$890.7K
47	Fortis Group Advisors, LLC	Shares	11.2KSH	$858.9K
48	Farther Finance Advisors, LLC	Shares	10.2KSH	$783.3K
49	RATIONAL ADVISORS, INC.	Shares	10.1KSH	$776.5K
50	Lauer Wealth, LLC	CALL	9.1KSH	$714.4K

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

50 / 141 loaded

#		Instrument
1	Stonebridge Financial Group, LLC new	Shares	+64.5K	+$5.0M	$5.0M
2	Bayshore Capital Advisors, LLC added	Shares	+58.5K	+$4.5M	$5.8M
3	CREDIT INDUSTRIEL ET COMMERCIAL added	PUT	+55.0K	+$4.3M	$6.9M
4	VIEWPOINT INVESTMENT PARTNERS CORP new	Shares	+45.9K	+$3.9M	$3.9M
5	MFA WEALTH ADVISORS, LLC added	Shares	+38.3K	+$3.0M	$4.1M
6	Global X Japan Co., Ltd. new	Shares	+27.2K	+$2.1M	$2.1M
7	CREDIT INDUSTRIEL ET COMMERCIAL added	Shares	+21.2K	+$1.6M	$2.3M
8	GK Wealth Management LLC new	Shares	+21.1K	+$1.6M	$1.6M
9	JUNCTURE WEALTH STRATEGIES, LLC added	Shares	+20.6K	+$1.6M	$1.8M
10	FIDUCIARY FINANCIAL GROUP, LLC added	Shares	+15.6K	+$1.2M	$7.0M
11	ARVEST INVESTMENTS, INC. new	Shares	+16.1K	+$1.2M	$1.2M
12	JOHNSON INVESTMENT COUNSEL INC added	Shares	+14.9K	+$1.2M	$2.5M
13	Capstone Capital Management Ltd new	Shares	+14.4K	+$1.1M	$1.1M
14	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+10.1K	+$779.9K	$1.5M
15	Lauer Wealth, LLC new	CALL	+9.1K	+$714.4K	$714.4K
16	Mizuho Markets Cayman LP new	Shares	+9.1K	+$700.3K	$700.3K
17	180 WEALTH ADVISORS, LLC added	Shares	+8.4K	+$661.4K	$2.9M
18	Prospera Financial Services Inc added	Shares	+7.8K	+$613.4K	$2.5M
19	Fortis Group Advisors, LLC added	Shares	+7.3K	+$551.6K	$858.9K
20	Pettinga Financial Advisors LLC added	Shares	+6.7K	+$525.2K	$1.9M
21	Revisor Wealth Management LLC added	Shares	+4.3K	+$340.5K	$1.2M
22	Farther Finance Advisors, LLC added	Shares	+4.4K	+$335.5K	$783.3K
23	Waycross Investment Management Co new	Shares	+3.3K	+$253.8K	$253.8K
24	BFI Infinity Ltd. added	Shares	+3.1K	+$242.2K	$947.1K
25	Apollon Wealth Management, LLC added	Shares	+2.9K	+$231.2K	$1.6M
26	Financial Partners Group, Inc new	Shares	+3.0K	+$229.1K	$229.1K
27	Dynamic Advisor Solutions LLC new	Shares	+3.0K	+$228.5K	$228.5K
28	EQUITABLE TRUST CO added	Shares	+2.9K	+$227.5K	$608.0K
29	Merit Financial Group, LLC added	Shares	+2.6K	+$201.1K	$432.5K
30	Bay Rivers Group new	Shares	+2.6K	+$200.1K	$200.1K
31	RATIONAL ADVISORS, INC. added	Shares	+2.5K	+$194.0K	$776.5K
32	TCFG Investment Advisors, LLC added	Shares	+2.0K	+$156.1K	$426.8K
33	Magnus Financial Group LLC added	Shares	+1.9K	+$153.7K	$701.7K
34	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+2.0K	+$140.5K	$3.1M
35	J.W. COLE ADVISORS, INC. added	Shares	+1.3K	+$138.8K	$5.2M
36	E&G Advisors, LLC added	Shares	+1.6K	+$136.6K	$1.4M
37	MARATHON CAPITAL MANAGEMENT added	Shares	+1.6K	+$123.6K	$363.2K
38	Corecam Pte. Ltd. added	Shares	+1.0K	+$121.2K	$5.6M
39	Pine Valley Investments Ltd Liability Co new	CALL	+1.5K	+$115.5K	$115.5K
40	Wealthcare Advisory Partners LLC added	Shares	+1.3K	+$109.4K	$984.9K
41	CIDEL ASSET MANAGEMENT INC added	Shares	+1.2K	+$97.9K	$472.1K
42	Pine Valley Investments Ltd Liability Co new	Shares	+1.1K	+$88.7K	$88.7K
43	WORMSER FRERES GESTION new	Shares	+926	+$70.8K	$70.8K
44	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+835	+$61.7K	$94.3K
45	BALDWIN WEALTH PARTNERS LLC/MA added	Shares	+558	+$50.1K	$935.8K
46	IFP Advisors, Inc added	Shares	+588	+$45.4K	$66.6K
47	Corecam AG added	Shares	+260	+$40.3K	$2.5M
48	Noble Wealth Management PBC new	Shares	+500	+$38.5K	$38.5K
49	Lake Hills Wealth Management, LLC added	Shares	+32	+$36.2K	$4.2M
50	Tactive Advisors, LLC added	Shares	+245	+$34.0K	$1.9M

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