Filing Research | GLOBAL X FDS Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

10 / 10 loaded

#		Instrument	quantity
1	Sound Income Strategies, LLC	Shares	487.1KSH	$4.6M
2	Cornerstone Wealth Management, LLC	Shares	23.2KSH	$217.6K
3	CARY STREET PARTNERS FINANCIAL LLC	Shares	19.0KSH	$178.3K
4	GenWealth Group, Inc.	Shares	10.6KSH	$99.7K
5	WealthBridge Capital Management, LLC	Shares	10.0KSH	$93.8K
6	Farther Finance Advisors, LLC	Shares	2.5KSH	$23.3K
7	SBI Securities Co., Ltd.	Shares	2.1KSH	$19.4K
8	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	1.2KSH	$11.1K
9	Fortis Group Advisors, LLC	Shares	500SH	$4.7K
10	Triumph Capital Management	Shares	500SH	$4.7K

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

11 / 11 loaded

#		Instrument
1	Sound Income Strategies, LLC trimmed	Shares	-16.0K	+$110.6K	$4.6M
2	Cornerstone Wealth Management, LLC added	Shares	+1.2K	+$22.2K	$217.6K
3	CARY STREET PARTNERS FINANCIAL LLC unchanged	Shares	0	+$9.3K	$178.3K
4	GenWealth Group, Inc. unchanged	Shares	0	+$5.2K	$99.7K
5	WealthBridge Capital Management, LLC unchanged	Shares	0	+$4.9K	$93.8K
6	Farther Finance Advisors, LLC added	Shares	+7	+$1.3K	$23.3K
7	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$516	$11.1K
8	Fortis Group Advisors, LLC unchanged	Shares	0	+$244	$4.7K
9	Triumph Capital Management trimmed	Shares	-60	-$289	$4.7K
10	SBI Securities Co., Ltd. trimmed	Shares	-146	-$290	$19.4K
11	AdvisorNet Financial, Inc exited	Shares	-230	-$2.0K	$0

Filing Research | GLOBAL X FDS Institutional Holdings