Filing Research | GLOBAL X FDS Institutional Holdings

Snapshot holdings

50 / 122 loaded

#		Instrument	quantity
1	Mirae Asset Global Investments Co., Ltd.	Shares	390.0KSH	$14.8M
2	Foguth Wealth Management, LLC.	Shares	301.5KSH	$10.3M
3	Fiduciary Alliance LLC	Shares	128.4KSH	$4.9M
4	Mesirow Financial Investment Management, Inc.	Shares	109.0KSH	$4.1M
5	Sage Capital Management, LLC	Shares	106.0KSH	$4.0M
6	D.A. DAVIDSON & CO.	Shares	68.6KSH	$2.6M
7	INDEPENDENT FINANCIAL GROUP, LLC	Shares	61.9KSH	$2.3M
8	Emerald Advisors, LLC	Shares	46.9KSH	$1.8M
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	48.1KSH	$1.8M
10	Sterling Investment Counsel, LLC	Shares	45.1KSH	$1.7M
11	Fortis Group Advisors, LLC	Shares	40.8KSH	$1.5M
12	Acropolis Investment Management, LLC	Shares	40.4KSH	$1.5M
13	Trilogy Capital Inc.	Shares	34.3KSH	$1.3M
14	APS Management Group, Inc.	Shares	29.7KSH	$1.1M
15	J.W. COLE ADVISORS, INC.	Shares	27.8KSH	$1.1M
16	Farther Finance Advisors, LLC	Shares	27.7KSH	$1.1M
17	RFG Advisory, LLC	Shares	27.6KSH	$1.0M
18	Wealthcare Advisory Partners LLC	Shares	27.2KSH	$1.0M
19	Eagle Strategies LLC	Shares	26.1KSH	$991.6K
20	FLAGSTAR SECURITIES, INC	Shares	25.7KSH	$975.3K
21	Koa Wealth Management, LLC	Shares	24.2KSH	$918.7K
22	CASCADE INVESTMENT GROUP, INC.	Shares	24.0KSH	$911.7K
23	Brookstone Capital Management	Shares	22.1KSH	$840.3K
24	BLUE JEAN FINANCIAL LLC	Shares	19.4KSH	$736.6K
25	KFG WEALTH MANAGEMENT, LLC	Shares	19.1KSH	$723.3K
26	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	18.2KSH	$691.7K
27	Mayflower Financial Advisors, LLC	Shares	18.2KSH	$691.4K
28	LANARK FINANCIAL, INC.	Shares	18.2KSH	$690.3K
29	Avior Wealth Management, LLC	Shares	18.2KSH	$689.3K
30	EQUITABLE TRUST CO	Shares	17.4KSH	$661.6K
31	Archford Capital Strategies, LLC	Shares	16.2KSH	$614.1K
32	Merit Financial Group, LLC	Shares	15.5KSH	$589.0K
33	HBW ADVISORY SERVICES LLC	Shares	15.5KSH	$588.2K
34	Spire Wealth Management	Shares	15.3KSH	$581.0K
35	TOTH FINANCIAL ADVISORY CORP	Shares	15.2KSH	$577.8K
36	Capital Investment Advisory Services, LLC	Shares	13.6KSH	$514.3K
37	Sun Group Wealth Partners	Shares	12.3KSH	$465.5K
38	BCS Wealth Management	Shares	12.0KSH	$456.5K
39	BOS Asset Management, LLC	Shares	11.9KSH	$450.0K
40	PFG Investments, LLC	Shares	11.6KSH	$438.6K
41	One Charles Private Wealth Services, LLC	Shares	11.3KSH	$428.6K
42	SBI Securities Co., Ltd.	Shares	11.2KSH	$423.6K
43	Wealthcare Capital Partners, LLC	Shares	11.1KSH	$422.6K
44	TRAPHAGEN INVESTMENT ADVISORS LLC	Shares	11.1KSH	$422.1K
45	Apella Capital, LLC	Shares	11.2KSH	$411.4K
46	Aureum Wealth Management, LLC	Shares	10.8KSH	$409.3K
47	Prospera Financial Services Inc	Shares	10.7KSH	$405.0K
48	Key Client Fiduciary Advisors, LLC	Shares	10.5KSH	$398.4K
49	SteelPeak Wealth, LLC	Shares	10.4KSH	$395.9K
50	Advantage Trust Co	Shares	10.4KSH	$393.7K

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

50 / 132 loaded

#		Instrument
1	Foguth Wealth Management, LLC. added	Shares	+118.7K	+$3.0M	$10.3M
2	Trilogy Capital Inc. new	Shares	+34.3K	+$1.3M	$1.3M
3	Sage Capital Management, LLC added	Shares	+11.6K	+$886.1K	$4.0M
4	J.W. COLE ADVISORS, INC. added	Shares	+19.8K	+$787.9K	$1.1M
5	BLUE JEAN FINANCIAL LLC new	Shares	+19.4K	+$736.6K	$736.6K
6	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+15.6K	+$602.8K	$691.7K
7	TRAPHAGEN INVESTMENT ADVISORS LLC new	Shares	+11.1K	+$422.1K	$422.1K
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+5.5K	+$351.8K	$1.8M
9	D.A. DAVIDSON & CO. added	Shares	+550	+$342.3K	$2.6M
10	Emerald Advisors, LLC added	Shares	+3.5K	+$339.3K	$1.8M
11	Mesirow Financial Investment Management, Inc. trimmed	Shares	-5.7K	+$326.3K	$4.1M
12	Acropolis Investment Management, LLC added	Shares	+3.8K	+$315.8K	$1.5M
13	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+666	+$314.2K	$2.3M
14	Connecticut Capital Management Group, LLC new	Shares	+8.3K	+$313.4K	$313.4K
15	Y-Intercept (Hong Kong) Ltd new	Shares	+8.1K	+$307.9K	$307.9K
16	Sterling Investment Counsel, LLC added	Shares	+2.2K	+$287.2K	$1.7M
17	NWAM LLC new	Shares	+6.6K	+$252.0K	$252.0K
18	Comprehensive Financial Consultants Institutional, Inc. new	Shares	+6.2K	+$233.4K	$233.4K
19	CASCADE INVESTMENT GROUP, INC. added	Shares	+3.2K	+$220.6K	$911.7K
20	Clark Asset Management, LLC new	Shares	+5.4K	+$204.0K	$204.0K
21	Eagle Strategies LLC added	Shares	+2.3K	+$198.7K	$991.6K
22	APS Management Group, Inc. added	Shares	+1.2K	+$179.3K	$1.1M
23	Farther Finance Advisors, LLC added	Shares	+1.1K	+$149.5K	$1.1M
24	KFG WEALTH MANAGEMENT, LLC added	Shares	+1.6K	+$142.5K	$723.3K
25	Wealthcare Advisory Partners LLC added	Shares	+417	+$142.3K	$1.0M
26	SteelPeak Wealth, LLC added	Shares	+2.8K	+$142.2K	$395.9K
27	FLAGSTAR SECURITIES, INC added	Shares	+130	+$126.1K	$975.3K
28	Aventura Private Wealth, LLC added	Shares	+3.2K	+$125.8K	$150.2K
29	Spire Wealth Management added	Shares	+1.3K	+$114.1K	$581.0K
30	Aureum Wealth Management, LLC added	Shares	+1.7K	+$108.3K	$409.3K
31	PFG Investments, LLC added	Shares	+1.6K	+$106.4K	$438.6K
32	TOTH FINANCIAL ADVISORY CORP added	Shares	+1.0K	+$105.1K	$577.8K
33	Koa Wealth Management, LLC trimmed	Shares	-326	+$103.5K	$918.7K
34	Archford Capital Strategies, LLC added	Shares	+778	+$102.2K	$614.1K
35	SBI Securities Co., Ltd. added	Shares	+1.3K	+$94.4K	$423.6K
36	LANARK FINANCIAL, INC. added	Shares	+117	+$89.8K	$690.3K
37	Avior Wealth Management, LLC unchanged	Shares	0	+$85.8K	$689.3K
38	EQUITABLE TRUST CO unchanged	Shares	0	+$82.3K	$661.6K
39	Fiduciary Alliance LLC trimmed	Shares	-2.0K	+$81.7K	$4.9M
40	HBW ADVISORY SERVICES LLC added	Shares	+98	+$76.4K	$588.2K
41	RFG Advisory, LLC trimmed	Shares	-1.8K	+$71.2K	$1.0M
42	Brookstone Capital Management trimmed	Shares	-1.1K	+$69.1K	$840.3K
43	Mayflower Financial Advisors, LLC trimmed	Shares	-565	+$67.2K	$691.4K
44	Wealthcare Capital Partners, LLC added	Shares	+344	+$64.0K	$422.6K
45	Capital Investment Advisory Services, LLC trimmed	Shares	-8	+$63.7K	$514.3K
46	FLAGSHIP HARBOR ADVISORS, LLC added	Shares	+650	+$56.2K	$278.2K
47	BCS Wealth Management trimmed	Shares	-25	+$56.0K	$456.5K
48	BARTLETT & CO. WEALTH MANAGEMENT LLC added	Shares	+1.5K	+$55.2K	$208.8K
49	IFP Advisors, Inc added	Shares	+555	+$50.7K	$259.5K
50	Merit Financial Group, LLC trimmed	Shares	-715	+$49.5K	$589.0K

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