Filing Research | GLOBAL X FDS Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

10 / 10 loaded

#		Instrument	quantity
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	48.0KSH	$1.1M
2	SBI Securities Co., Ltd.	Shares	47.9KSH	$1.1M
3	Investors Research Corp	Shares	20.6KSH	$467.7K
4	Crews Bank & Trust	Shares	3.2KSH	$72.1K
5	Triumph Capital Management	Shares	500SH	$11.3K
6	Farther Finance Advisors, LLC	Shares	227SH	$5.1K
7	IFP Advisors, Inc	Shares	106SH	$2.4K
8	LifeSteps Financial, Inc.	Shares	66SH	$1.5K
9	Noble Wealth Management PBC	Shares	25SH	$567
10	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	2SH	$45

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

11 / 11 loaded

#		Instrument
1	SBI Securities Co., Ltd. added	Shares	+407	+$79.1K	$1.1M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-801	+$40.0K	$1.1M
3	Investors Research Corp trimmed	Shares	-670	+$16.1K	$467.7K
4	Crews Bank & Trust unchanged	Shares	0	+$4.7K	$72.1K
5	Farther Finance Advisors, LLC added	Shares	+59	+$1.6K	$5.1K
6	LifeSteps Financial, Inc. new	Shares	+66	+$1.5K	$1.5K
7	Triumph Capital Management unchanged	Shares	0	+$735	$11.3K
8	IFP Advisors, Inc unchanged	Shares	0	+$156	$2.4K
9	Noble Wealth Management PBC unchanged	Shares	0	+$37	$567
10	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$2	$45
11	D.A. DAVIDSON & CO. exited	Shares	-23.7K	-$502.6K	$0

Filing Research | GLOBAL X FDS Institutional Holdings