Filing Research | GLOBAL X FDS Institutional Holdings

Snapshot holdings

36 / 36 loaded

#		Instrument	quantity
1	Global X Japan Co., Ltd.	Shares	3.6MSH	$362.2M
2	Mirae Asset Global Investments Co., Ltd.	Shares	235.4KSH	$23.6M
3	Accurate Wealth Management, LLC	Shares	212.9KSH	$21.3M
4	Farther Finance Advisors, LLC	Shares	131.6KSH	$13.2M
5	Altium Investment Strategies LLC	Shares	123.4KSH	$12.4M
6	APS Management Group, Inc.	Shares	113.1KSH	$11.3M
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	93.7KSH	$9.4M
8	TERRIL BROTHERS, INC.	Shares	72.7KSH	$7.3M
9	HIGHLINE WEALTH PARTNERS LLC	Shares	57.3KSH	$5.7M
10	D.A. DAVIDSON & CO.	Shares	38.6KSH	$3.9M
11	Life Planning Partners, Inc	Shares	36.5KSH	$3.7M
12	Apollon Wealth Management, LLC	Shares	34.6KSH	$3.5M
13	Kraft, Davis & Associates, LLC	Shares	28.7KSH	$2.9M
14	STAPP WEALTH MANAGEMENT, PLLC	Shares	21.8KSH	$2.2M
15	SBI Securities Co., Ltd.	Shares	21.6KSH	$2.2M
16	Castle Rock Wealth Management, LLC	Shares	18.8KSH	$1.9M
17	Merit Financial Group, LLC	Shares	14.4KSH	$1.4M
18	B.O.S.S. Retirement Advisors, LLC	Shares	11.0KSH	$1.1M
19	McAlvany Wealth Management LLC	Shares	9.5KSH	$951.0K
20	5T Wealth, LLC	Shares	9.0KSH	$902.7K
21	CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	Shares	8.3KSH	$828.8K
22	Fiduciary Alliance LLC	Shares	6.8KSH	$679.3K
23	WEST MICHIGAN ADVISORS, LLC	Shares	6.2KSH	$622.3K
24	SIGNATUREFD, LLC	Shares	5.4KSH	$542.7K
25	K2 Financial Inc.	Shares	4.8KSH	$482.3K
26	Balefire, LLC	Shares	4.2KSH	$420.1K
27	Stewardship Advisors, LLC	Shares	3.4KSH	$340.2K
28	PFG Investments, LLC	Shares	3.3KSH	$335.0K
29	Aureum Wealth Management, LLC	Shares	3.0KSH	$304.0K
30	IFP Advisors, Inc	Shares	1.9KSH	$195.5K
31	Center for Financial Planning, Inc.	Shares	1.1KSH	$112.8K
32	Byrne Asset Management LLC	Shares	1.1KSH	$107.3K
33	Golden State Wealth Management, LLC	Shares	576SH	$57.8K
34	Darwin Wealth Management, LLC	Shares	120SH	$12.1K
35	Quaker Wealth Management, LLC	Shares	21SH	$2.1K
36	HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC	Shares	2.4KSH	$245

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

38 / 38 loaded

#		Instrument
1	Global X Japan Co., Ltd. added	Shares	+2.4M	+$239.6M	$362.2M
2	Altium Investment Strategies LLC added	Shares	+59.2K	+$5.9M	$12.4M
3	Apollon Wealth Management, LLC new	Shares	+34.6K	+$3.5M	$3.5M
4	Accurate Wealth Management, LLC added	Shares	+30.5K	+$3.1M	$21.3M
5	Farther Finance Advisors, LLC added	Shares	+16.7K	+$1.7M	$13.2M
6	SBI Securities Co., Ltd. added	Shares	+9.0K	+$899.4K	$2.2M
7	SIGNATUREFD, LLC new	Shares	+5.4K	+$542.7K	$542.7K
8	Balefire, LLC new	Shares	+4.2K	+$420.1K	$420.1K
9	Life Planning Partners, Inc added	Shares	+993	+$98.9K	$3.7M
10	IFP Advisors, Inc added	Shares	+447	+$44.8K	$195.5K
11	Golden State Wealth Management, LLC added	Shares	+434	+$43.5K	$57.8K
12	5T Wealth, LLC added	Shares	+118	+$11.7K	$902.7K
13	Stewardship Advisors, LLC added	Shares	+60	+$6.0K	$340.2K
14	Darwin Wealth Management, LLC added	Shares	+1	+$108	$12.1K
15	HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC unchanged	Shares	0	$0	$245
16	Quaker Wealth Management, LLC unchanged	Shares	0	$0	$2.1K
17	WEST MICHIGAN ADVISORS, LLC unchanged	Shares	0	$0	$622.3K
18	Center for Financial Planning, Inc. unchanged	Shares	0	-$22	$112.8K
19	CANTOR FITZGERALD INVESTMENT ADVISORS L.P. unchanged	Shares	0	-$166	$828.8K
20	K2 Financial Inc. trimmed	Shares	-22	-$3.0K	$482.3K
21	McAlvany Wealth Management LLC trimmed	Shares	-30	-$3.1K	$951.0K
22	Byrne Asset Management LLC trimmed	Shares	-43	-$4.3K	$107.3K
23	PFG Investments, LLC trimmed	Shares	-64	-$6.4K	$335.0K
24	Merit Financial Group, LLC trimmed	Shares	-88	-$9.1K	$1.4M
25	Sound Income Strategies, LLC exited	Shares	-397	-$39.7K	$0
26	Kraft, Davis & Associates, LLC trimmed	Shares	-584	-$65.0K	$2.9M
27	TERRIL BROTHERS, INC. trimmed	Shares	-1.2K	-$123.4K	$7.3M
28	D.A. DAVIDSON & CO. trimmed	Shares	-1.7K	-$175.6K	$3.9M
29	B.O.S.S. Retirement Advisors, LLC trimmed	Shares	-2.1K	-$208.3K	$1.1M
30	Aureum Wealth Management, LLC trimmed	Shares	-3.7K	-$376.2K	$304.0K
31	APS Management Group, Inc. trimmed	Shares	-5.0K	-$508.2K	$11.3M
32	HIGHLINE WEALTH PARTNERS LLC trimmed	Shares	-5.1K	-$517.2K	$5.7M
33	Castle Rock Wealth Management, LLC trimmed	Shares	-6.2K	-$617.9K	$1.9M
34	PFG Advisors exited	Shares	-6.3K	-$630.2K	$0
35	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-15.8K	-$1.6M	$9.4M
36	Fiduciary Alliance LLC trimmed	Shares	-20.7K	-$2.1M	$679.3K
37	Mirae Asset Global Investments Co., Ltd. trimmed	Shares	-23.6K	-$2.4M	$23.6M
38	STAPP WEALTH MANAGEMENT, PLLC trimmed	Shares	-42.9K	-$4.3M	$2.2M