Filing Research | GLOBAL X FDS Institutional Holdings

Snapshot holdings

50 / 77 loaded

#		Instrument	quantity
1	Global X Japan Co., Ltd.	Shares	1.2MSH	$48.4M
2	Brookstone Capital Management	Shares	815.8KSH	$33.3M
3	SIMS INVESTMENT MANAGEMENT, LLC	Shares	438.5KSH	$17.9M
4	Waterway Wealth Management, LLC	Shares	291.1KSH	$11.9M
5	J.W. COLE ADVISORS, INC.	Shares	180.1KSH	$7.3M
6	FUKOKU MUTUAL LIFE INSURANCE CO	Shares	178.0KSH	$7.3M
7	JUNCTURE WEALTH STRATEGIES, LLC	Shares	159.0KSH	$6.5M
8	XML Financial, LLC	Shares	152.5KSH	$6.2M
9	Compass Financial Services Inc	Shares	146.7KSH	$6.0M
10	Ocean Park Asset Management, LLC	Shares	95.5KSH	$3.9M
11	PFG Investments, LLC	Shares	94.3KSH	$3.8M
12	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	92.7KSH	$3.8M
13	SBI Securities Co., Ltd.	Shares	58.1KSH	$2.4M
14	ARMSTRONG ADVISORY GROUP, INC	Shares	56.9KSH	$2.3M
15	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	53.0KSH	$2.2M
16	Apella Capital, LLC	Shares	50.5KSH	$2.1M
17	PMG Family Office LLC	Shares	35.7KSH	$1.5M
18	Bangor Savings Bank	Shares	35.5KSH	$1.4M
19	HBW ADVISORY SERVICES LLC	Shares	32.3KSH	$1.3M
20	APS Management Group, Inc.	Shares	31.3KSH	$1.3M
21	Newport Capital Group, LLC	Shares	27.5KSH	$1.1M
22	Triumph Capital Management	Shares	23.9KSH	$975.9K
23	Tactive Advisors, LLC	Shares	22.7KSH	$927.5K
24	Procyon Advisors, LLC	Shares	21.9KSH	$893.3K
25	INDEPENDENT FINANCIAL GROUP, LLC	Shares	21.2KSH	$864.1K
26	Braeburn Wealth Management LLC	Shares	20.0KSH	$815.8K
27	Valeo Financial Advisors, LLC	Shares	20.0KSH	$815.8K
28	Envestnet Portfolio Solutions, Inc.	Shares	19.5KSH	$795.1K
29	SAX WEALTH ADVISORS, LLC	Shares	16.3KSH	$638.4K
30	City Center Advisors, LLC	Shares	15.6KSH	$634.7K
31	FIRST CITIZENS BANK & TRUST CO	Shares	15.4KSH	$629.6K
32	Mesirow Financial Investment Management, Inc.	Shares	15.2KSH	$618.4K
33	D.A. DAVIDSON & CO.	Shares	15.1KSH	$616.1K
34	HOWARD WEALTH MANAGEMENT, LLC	Shares	15.0KSH	$612.2K
35	Y-Intercept (Hong Kong) Ltd	Shares	15.0KSH	$611.5K
36	Grant Private Wealth Management Inc	Shares	14.5KSH	$590.6K
37	Castle Rock Wealth Management, LLC	Shares	14.3KSH	$584.2K
38	Royal Fund Management, LLC	Shares	12.7KSH	$517.0K
39	Strategic Blueprint, LLC	Shares	11.8KSH	$483.3K
40	Key Client Fiduciary Advisors, LLC	Shares	10.8KSH	$439.5K
41	Bensler, LLC	Shares	10.4KSH	$425.6K
42	First Heartland Consultants, Inc.	Shares	9.3KSH	$381.4K
43	FLAGSHIP HARBOR ADVISORS, LLC	Shares	9.3KSH	$380.4K
44	Aventura Private Wealth, LLC	Shares	7.2KSH	$294.2K
45	MILESTONE ASSET MANAGEMENT, LLC	Shares	7.1KSH	$290.5K
46	Core Wealth Partners LLC	Shares	6.7KSH	$273.7K
47	AdvisorNet Financial, Inc	Shares	6.6KSH	$271.1K
48	EQ LLC	Shares	6.3KSH	$255.5K
49	Wealthcare Advisory Partners LLC	Shares	6.3KSH	$255.4K
50	Trilogy Capital Inc.	Shares	5.7KSH	$232.8K

Scroll to load more

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

50 / 81 loaded

#		Instrument
1	Waterway Wealth Management, LLC new	Shares	+291.1K	+$11.9M	$11.9M
2	Global X Japan Co., Ltd. added	Shares	+15.5K	+$2.6M	$48.4M
3	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+28.1K	+$1.2M	$3.8M
4	SIMS INVESTMENT MANAGEMENT, LLC added	Shares	+11.6K	+$1.2M	$17.9M
5	XML Financial, LLC added	Shares	+14.3K	+$812.0K	$6.2M
6	Y-Intercept (Hong Kong) Ltd new	Shares	+15.0K	+$611.5K	$611.5K
7	Compass Financial Services Inc added	Shares	+5.5K	+$456.9K	$6.0M
8	FUKOKU MUTUAL LIFE INSURANCE CO unchanged	Shares	0	+$295.5K	$7.3M
9	MILESTONE ASSET MANAGEMENT, LLC new	Shares	+7.1K	+$290.5K	$290.5K
10	PFG Investments, LLC added	Shares	+3.0K	+$275.0K	$3.8M
11	J.W. COLE ADVISORS, INC. trimmed	Shares	-1.2K	+$250.1K	$7.3M
12	DAVENPORT & Co LLC new	Shares	+5.7K	+$231.3K	$231.3K
13	AdvisorNet Financial, Inc added	Shares	+5.5K	+$226.1K	$271.1K
14	ARMSTRONG ADVISORY GROUP, INC added	Shares	+2.9K	+$207.2K	$2.3M
15	CYPRESS FINANCIAL PLANNING LLC new	Shares	+5.0K	+$203.4K	$203.4K
16	Grant Private Wealth Management Inc added	Shares	+4.3K	+$192.9K	$590.6K
17	Ocean Park Asset Management, LLC unchanged	Shares	0	+$158.5K	$3.9M
18	Bangor Savings Bank added	Shares	+2.5K	+$155.4K	$1.4M
19	Triumph Capital Management added	Shares	+2.3K	+$129.1K	$975.9K
20	SAX WEALTH ADVISORS, LLC added	Shares	+3.2K	+$104.0K	$638.4K
21	Mesirow Financial Investment Management, Inc. added	Shares	+1.9K	+$101.1K	$618.4K
22	Royal Fund Management, LLC added	Shares	+2.0K	+$99.2K	$517.0K
23	PMG Family Office LLC added	Shares	+991	+$98.0K	$1.5M
24	Envestnet Portfolio Solutions, Inc. added	Shares	+1.4K	+$87.3K	$795.1K
25	Cape Investment Advisory, Inc. new	Shares	+2.0K	+$81.9K	$81.9K
26	SBI Securities Co., Ltd. trimmed	Shares	-444	+$79.2K	$2.4M
27	Strategic Blueprint, LLC added	Shares	+1.4K	+$75.7K	$483.3K
28	FLAGSHIP HARBOR ADVISORS, LLC added	Shares	+1.3K	+$65.3K	$380.4K
29	APS Management Group, Inc. added	Shares	+214	+$60.3K	$1.3M
30	Tactive Advisors, LLC added	Shares	+512	+$57.8K	$927.5K
31	City Center Advisors, LLC added	Shares	+714	+$53.8K	$634.7K
32	HOWARD WEALTH MANAGEMENT, LLC added	Shares	+650	+$50.3K	$612.2K
33	Newport Capital Group, LLC unchanged	Shares	0	+$45.6K	$1.1M
34	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+101	+$39.1K	$864.1K
35	Procyon Advisors, LLC unchanged	Shares	0	+$36.4K	$893.3K
36	Braeburn Wealth Management LLC unchanged	Shares	0	+$33.2K	$815.8K
37	Trilogy Capital Inc. added	Shares	+443	+$26.8K	$232.8K
38	FIRST CITIZENS BANK & TRUST CO added	Shares	+27	+$26.7K	$629.6K
39	Spire Wealth Management added	Shares	+616	+$25.9K	$43.4K
40	HALBERT HARGROVE GLOBAL ADVISORS, LLC added	Shares	+550	+$24.5K	$73.4K
41	Key Client Fiduciary Advisors, LLC added	Shares	+86	+$21.2K	$439.5K
42	First Heartland Consultants, Inc. added	Shares	+53	+$17.6K	$381.4K
43	IFP Advisors, Inc added	Shares	+179	+$12.5K	$135.1K
44	EQ LLC unchanged	Shares	0	+$10.4K	$255.5K
45	Single Point Partners, LLC new	CALL	+22.1K	+$9.0K	$9.0K
46	Robinswood Financial LLC unchanged	Shares	0	+$5.2K	$128.4K
47	SALEM INVESTMENT COUNSELORS INC unchanged	Shares	0	+$5.0K	$122.4K
48	Owl Creek Wealth Partners LLC unchanged	Shares	0	+$3.2K	$77.5K
49	Farther Finance Advisors, LLC added	Shares	+13	+$2.3K	$50.8K
50	HORIZON FINANCIAL SERVICES, LLC unchanged	Shares	0	+$1.7K	$40.8K

Scroll to load more