Filing Research | GLOBAL X FDS Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

15 / 15 loaded

#		Instrument	quantity
1	Wealthcare Advisory Partners LLC	Shares	60.9KSH	$3.0M
2	Mirae Asset Global Investments Co., Ltd.	Shares	48.5KSH	$2.4M
3	Apollon Wealth Management, LLC	Shares	15.3KSH	$765.2K
4	Wedmont Private Capital	Shares	13.7KSH	$664.9K
5	NORTHBRIDGE FINANCIAL GROUP, LLC	Shares	6.6KSH	$328.5K
6	Avior Wealth Management, LLC	Shares	6.3KSH	$313.5K
7	Worth Asset Management, LLC	Shares	5.8KSH	$288.7K
8	ARMSTRONG ADVISORY GROUP, INC	Shares	5.0KSH	$249.0K
9	Hyposwiss Advisors SA	Shares	2.4KSH	$118.9K
10	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	1.1KSH	$54.1K
11	Triumph Capital Management	Shares	500SH	$25.0K
12	Steigerwald, Gordon & Koch Inc.	Shares	236SH	$11.8K
13	Darwin Wealth Management, LLC	Shares	83SH	$4.2K
14	HIGHLINE WEALTH PARTNERS LLC	Shares	40SH	$2.0K
15	Farther Finance Advisors, LLC	Shares	1SH	$38

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

16 / 16 loaded

#		Instrument
1	Wealthcare Advisory Partners LLC trimmed	Shares	-3.3K	+$649.0K	$3.0M
2	Avior Wealth Management, LLC new	Shares	+6.3K	+$313.5K	$313.5K
3	Worth Asset Management, LLC new	Shares	+5.8K	+$288.7K	$288.7K
4	Mirae Asset Global Investments Co., Ltd. trimmed	Shares	-9.5K	+$261.8K	$2.4M
5	Apollon Wealth Management, LLC added	Shares	+154	+$200.2K	$765.2K
6	Wedmont Private Capital added	Shares	+1	+$124.3K	$664.9K
7	ARMSTRONG ADVISORY GROUP, INC unchanged	Shares	0	+$63.3K	$249.0K
8	NORTHBRIDGE FINANCIAL GROUP, LLC trimmed	Shares	-111	+$57.8K	$328.5K
9	Hyposwiss Advisors SA unchanged	Shares	0	+$30.2K	$118.9K
10	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$12.8K	$54.1K
11	Triumph Capital Management unchanged	Shares	0	+$6.3K	$25.0K
12	Steigerwald, Gordon & Koch Inc. unchanged	Shares	0	+$3.0K	$11.8K
13	HIGHLINE WEALTH PARTNERS LLC unchanged	Shares	0	+$509	$2.0K
14	Farther Finance Advisors, LLC unchanged	Shares	0	+$9	$38
15	Darwin Wealth Management, LLC trimmed	Shares	-71	-$1.6K	$4.2K
16	CFG Wealth Management Services, Inc. exited	Shares	-450	-$16.8K	$0

Filing Research | GLOBAL X FDS Institutional Holdings