Filing Research | GLOBAL X FDS Institutional Holdings

Snapshot holdings

50 / 250 loaded

#		Instrument	quantity
1	MEITAV INVESTMENT HOUSE LTD	Shares	2.8MSH	$167.0M
2	WADDELL & ASSOCIATES, LLC	Shares	2.0MSH	$115.7M
3	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	918.2KSH	$54.2M
4	FIRST INTERSTATE BANK	Shares	755.6KSH	$44.5M
5	Composition Wealth, LLC	Shares	728.1KSH	$42.9M
6	Mirae Asset Global Investments Co., Ltd.	Shares	703.3KSH	$41.4M
7	Cooper Financial Group	Shares	576.4KSH	$34.0M
8	Teamwork Financial Advisors, LLC	Shares	403.0KSH	$23.7M
9	MFA WEALTH ADVISORS, LLC	Shares	327.6KSH	$19.3M
10	HBW ADVISORY SERVICES LLC	Shares	287.1KSH	$16.9M
11	Eagle Strategies LLC	Shares	239.7KSH	$14.1M
12	Symphony Financial Services, Inc.	Shares	217.9KSH	$12.8M
13	Sage Capital Management, LLC	Shares	213.1KSH	$12.6M
14	Wealthcare Advisory Partners LLC	Shares	211.5KSH	$12.5M
15	Investors Research Corp	Shares	194.3KSH	$11.4M
16	Financial Partners Group, Inc	Shares	183.1KSH	$10.8M
17	Clarus Group, Inc.	Shares	168.8KSH	$9.9M
18	INDEPENDENT FINANCIAL GROUP, LLC	Shares	142.2KSH	$8.4M
19	ARQ WEALTH ADVISORS, LLC	Shares	134.7KSH	$7.6M
20	Capital Advantage, Inc.	Shares	128.4KSH	$7.6M
21	WASHINGTON GROWTH STRATEGIES LLC	Shares	126.0KSH	$7.4M
22	San Luis Wealth Advisors LLC	Shares	123.2KSH	$7.3M
23	Guilbault Capital LLC	Shares	116.7KSH	$6.9M
24	Lake Hills Wealth Management, LLC	Shares	112.3KSH	$6.6M
25	Farther Finance Advisors, LLC	Shares	107.2KSH	$6.3M
26	Cordoba Advisory Partners LLC	Shares	102.3KSH	$6.0M
27	WealthBridge Capital Management, LLC	Shares	102.0KSH	$6.0M
28	WT Wealth Management	Shares	101.5KSH	$6.0M
29	D.A. DAVIDSON & CO.	Shares	98.6KSH	$5.8M
30	PEDDOCK CAPITAL ADVISORS, LLC	Shares	92.2KSH	$5.4M
31	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	147.2KSH	$5.3M
32	FIFTH THIRD SECURITIES, INC.	Shares	89.6KSH	$5.3M
33	MRA Advisory Group	Shares	87.2KSH	$5.1M
34	PFG Advisors	Shares	85.3KSH	$5.0M
35	FORTEM FINANCIAL GROUP, LLC	Shares	83.0KSH	$4.9M
36	Merit Financial Group, LLC	Shares	82.5KSH	$4.9M
37	WAYSTONE ADVISORS LLC	Shares	73.2KSH	$4.3M
38	Magnus Financial Group LLC	Shares	70.9KSH	$4.2M
39	Austin Wealth Management, LLC	Shares	71.7KSH	$4.0M
40	ARVEST INVESTMENTS, INC.	Shares	67.9KSH	$4.0M
41	Apollon Wealth Management, LLC	Shares	67.3KSH	$4.0M
42	CARY STREET PARTNERS FINANCIAL LLC	Shares	64.8KSH	$3.8M
43	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	Shares	64.5KSH	$3.8M
44	Conservest Capital Advisors, Inc.	Shares	64.2KSH	$3.8M
45	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	63.9KSH	$3.8M
46	Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.	Shares	62.8KSH	$3.7M
47	Laurel Wealth Advisors LLC	Shares	61.7KSH	$3.6M
48	McCollum Christoferson Group LLC	Shares	52.1KSH	$3.1M
49	COURIER CAPITAL LLC	Shares	52.1KSH	$3.1M
50	NorthCrest Asset Manangement, LLC	Shares	53.4KSH	$3.0M

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

50 / 262 loaded

#		Instrument
1	MEITAV INVESTMENT HOUSE LTD added	Shares	+1.6M	+$104.9M	$167.0M
2	Composition Wealth, LLC new	Shares	+728.1K	+$42.9M	$42.9M
3	Mirae Asset Global Investments Co., Ltd. added	Shares	+212.3K	+$16.5M	$41.4M
4	WADDELL & ASSOCIATES, LLC trimmed	Shares	-4.3K	+$15.7M	$115.7M
5	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+41.4K	+$9.6M	$54.2M
6	San Luis Wealth Advisors LLC new	Shares	+123.2K	+$7.3M	$7.3M
7	Cooper Financial Group added	Shares	+25.0K	+$5.9M	$34.0M
8	FIRST INTERSTATE BANK trimmed	Shares	-7.7K	+$5.7M	$44.5M
9	Teamwork Financial Advisors, LLC added	Shares	+43.7K	+$5.5M	$23.7M
10	McCollum Christoferson Group LLC new	Shares	+52.1K	+$3.1M	$3.1M
11	Farther Finance Advisors, LLC added	Shares	+37.8K	+$2.7M	$6.3M
12	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors added	Shares	+40.4K	+$2.6M	$3.8M
13	HBW ADVISORY SERVICES LLC added	Shares	+2.2K	+$2.4M	$16.9M
14	MFA WEALTH ADVISORS, LLC trimmed	Shares	-8.3K	+$2.2M	$19.3M
15	Symphony Financial Services, Inc. added	Shares	+9.2K	+$2.2M	$12.8M
16	Wealthcare Advisory Partners LLC added	Shares	+7.2K	+$2.1M	$12.5M
17	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+13.7K	+$1.8M	$8.4M
18	Sage Capital Management, LLC added	Shares	+1.8K	+$1.8M	$12.6M
19	ARQ WEALTH ADVISORS, LLC added	Shares	+18.7K	+$1.7M	$7.6M
20	Conservest Capital Advisors, Inc. added	Shares	+23.5K	+$1.7M	$3.8M
21	Investors Research Corp added	Shares	+457	+$1.6M	$11.4M
22	Capital Advantage, Inc. added	Shares	+9.9K	+$1.5M	$7.6M
23	Integrity Investment Advisors, LLC added	Shares	+22.6K	+$1.5M	$2.6M
24	COURIER CAPITAL LLC added	Shares	+20.7K	+$1.5M	$3.1M
25	WealthBridge Capital Management, LLC added	Shares	+12.2K	+$1.4M	$6.0M
26	Financial Partners Group, Inc trimmed	Shares	-1.4K	+$1.4M	$10.8M
27	NWAM LLC new	Shares	+23.9K	+$1.4M	$1.4M
28	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+17.5K	+$1.3M	$5.3M
29	Clarus Group, Inc. trimmed	Shares	-3.5K	+$1.2M	$9.9M
30	D.A. DAVIDSON & CO. added	Shares	+7.6K	+$1.2M	$5.8M
31	Lake Hills Wealth Management, LLC added	Shares	+3.1K	+$1.1M	$6.6M
32	FIFTH THIRD SECURITIES, INC. added	Shares	+6.7K	+$1.1M	$5.3M
33	BENJAMIN EDWARDS INC added	Shares	+13.3K	+$1.0M	$2.5M
34	Magnus Financial Group LLC added	Shares	+8.7K	+$1.0M	$4.2M
35	Guilbault Capital LLC added	Shares	+1.4K	+$1.0M	$6.9M
36	SteelPeak Wealth, LLC new	Shares	+16.8K	+$992.2K	$992.2K
37	WASHINGTON GROWTH STRATEGIES LLC trimmed	Shares	-769	+$982.5K	$7.4M
38	MISSION WEALTH MANAGEMENT, LP new	Shares	+16.1K	+$948.6K	$948.6K
39	Cordoba Advisory Partners LLC added	Shares	+1.5K	+$917.9K	$6.0M
40	PEDDOCK CAPITAL ADVISORS, LLC added	Shares	+2.8K	+$891.7K	$5.4M
41	WT Wealth Management added	Shares	+634	+$855.3K	$6.0M
42	PFG Advisors added	Shares	+2.6K	+$825.0K	$5.0M
43	ARVEST INVESTMENTS, INC. added	Shares	+5.4K	+$823.4K	$4.0M
44	Focus Financial Network, Inc. added	Shares	+8.2K	+$811.3K	$2.9M
45	LEAVELL INVESTMENT MANAGEMENT, INC. added	Shares	+11.5K	+$791.7K	$1.5M
46	BLUE JEAN FINANCIAL LLC new	Shares	+13.4K	+$789.5K	$789.5K
47	Sonoma Allocations LLC added	Shares	+11.4K	+$783.3K	$1.7M
48	WAYSTONE ADVISORS LLC added	Shares	+2.7K	+$731.8K	$4.3M
49	Envestnet Portfolio Solutions, Inc. new	Shares	+11.7K	+$690.7K	$690.7K
50	FORTEM FINANCIAL GROUP, LLC added	Shares	+188	+$682.5K	$4.9M

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