Filing Research | GLOBAL X FDS Institutional Holdings

Snapshot holdings

50 / 80 loaded

#		Instrument	quantity
1	Whitcomb & Hess, Inc.	Shares	177.6KSH	$13.9M
2	Lake Hills Wealth Management, LLC	Shares	54.2KSH	$4.2M
3	JUNCTURE WEALTH STRATEGIES, LLC	Shares	37.0KSH	$2.9M
4	Fortis Group Advisors, LLC	Shares	24.9KSH	$2.0M
5	INDEPENDENT FINANCIAL GROUP, LLC	Shares	13.9KSH	$1.1M
6	Sage Capital Management, LLC	Shares	12.9KSH	$1.0M
7	PETRA FINANCIAL ADVISORS INC	Shares	11.1KSH	$869.9K
8	Kraft, Davis & Associates, LLC	Shares	12.1KSH	$866.1K
9	Mirae Asset Global Investments Co., Ltd.	Shares	10.2KSH	$800.8K
10	FLAGSHIP HARBOR ADVISORS, LLC	Shares	9.4KSH	$739.6K
11	VVR Holdings LLC	Shares	7.8KSH	$611.8K
12	Great Diamond Partners, LLC	Shares	6.1KSH	$478.2K
13	PFG Investments, LLC	Shares	5.9KSH	$460.5K
14	Apollon Wealth Management, LLC	Shares	5.0KSH	$389.3K
15	NORTHBRIDGE FINANCIAL GROUP, LLC	Shares	4.8KSH	$378.0K
16	E&G Advisors, LLC	Shares	4.7KSH	$367.1K
17	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	5.0KSH	$364.6K
18	Eagle Strategies LLC	Shares	4.5KSH	$354.0K
19	Merit Financial Group, LLC	Shares	3.9KSH	$306.0K
20	J.W. COLE ADVISORS, INC.	Shares	3.7KSH	$288.1K
21	RFG Advisory, LLC	Shares	3.7KSH	$287.2K
22	Brookwood Investment Group LLC	Shares	3.6KSH	$281.5K
23	Prospera Financial Services Inc	Shares	3.1KSH	$240.3K
24	CUTLER INVESTMENT COUNSEL LLC	Shares	3.0KSH	$233.6K
25	D.A. DAVIDSON & CO.	Shares	3.0KSH	$232.3K
26	Bright Futures Wealth Management, LLC.	Shares	2.9KSH	$226.0K
27	Magnus Financial Group LLC	Shares	2.8KSH	$215.9K
28	Cordoba Advisory Partners LLC	Shares	2.6KSH	$201.6K
29	Friedenthal Financial	Shares	2.2KSH	$172.0K
30	SBI Securities Co., Ltd.	Shares	2.1KSH	$167.4K
31	HAGER INVESTMENT MANAGEMENT SERVICES, LLC	Shares	1.4KSH	$113.2K
32	CoreCap Advisors, LLC	Shares	1.3KSH	$103.7K
33	Realta Investment Advisors	Shares	1.3KSH	$99.3K
34	IFP Advisors, Inc	Shares	1.1KSH	$86.3K
35	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	1.1KSH	$86.3K
36	Founders Capital Management	Shares	1.0KSH	$79.5K
37	Key FInancial Inc	Shares	1.0KSH	$78.4K
38	AdvisorNet Financial, Inc	Shares	800SH	$62.6K
39	Pacifica Partners Inc.	Shares	700SH	$53.6K
40	Activest Wealth Management	Shares	665SH	$52.1K
41	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	600SH	$47.2K
42	Farther Finance Advisors, LLC	Shares	553SH	$43.3K
43	CGC Financial Services, LLC	Shares	514SH	$40.2K
44	Cape Investment Advisory, Inc.	Shares	505SH	$39.6K
45	Golden State Wealth Management, LLC	Shares	500SH	$39.1K
46	Capital Investment Advisory Services, LLC	Shares	445SH	$34.8K
47	Harbor Asset Planning, Inc.	Shares	423SH	$33.1K
48	LANARK FINANCIAL, INC.	Shares	409SH	$32.0K
49	Dynamic Wealth Strategies, LLC	Shares	405SH	$31.7K
50	Intesa Sanpaolo Wealth Management	Shares	350SH	$27.4K

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

50 / 86 loaded

#		Instrument
1	JUNCTURE WEALTH STRATEGIES, LLC added	Shares	+17.0K	+$1.4M	$2.9M
2	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+10.7K	+$851.9K	$1.1M
3	Whitcomb & Hess, Inc. trimmed	Shares	-1.9K	+$560.1K	$13.9M
4	Apollon Wealth Management, LLC new	Shares	+5.0K	+$389.3K	$389.3K
5	Merit Financial Group, LLC new	Shares	+3.9K	+$306.0K	$306.0K
6	RFG Advisory, LLC new	Shares	+3.7K	+$287.2K	$287.2K
7	FLAGSHIP HARBOR ADVISORS, LLC added	Shares	+3.2K	+$272.5K	$739.6K
8	Friedenthal Financial new	Shares	+2.2K	+$172.0K	$172.0K
9	PETRA FINANCIAL ADVISORS INC added	Shares	+1.3K	+$139.6K	$869.9K
10	VVR Holdings LLC added	Shares	+1.3K	+$126.5K	$611.8K
11	Lake Hills Wealth Management, LLC trimmed	Shares	-1.7K	+$90.1K	$4.2M
12	PFG Investments, LLC added	Shares	+680	+$73.6K	$460.5K
13	J.W. COLE ADVISORS, INC. added	Shares	+761	+$71.1K	$288.1K
14	E&G Advisors, LLC added	Shares	+666	+$67.9K	$367.1K
15	Sage Capital Management, LLC unchanged	Shares	0	+$50.9K	$1.0M
16	Brookwood Investment Group LLC added	Shares	+384	+$42.7K	$281.5K
17	Mirae Asset Global Investments Co., Ltd. unchanged	Shares	0	+$40.2K	$800.8K
18	Cape Investment Advisory, Inc. new	Shares	+505	+$39.6K	$39.6K
19	Prospera Financial Services Inc added	Shares	+330	+$36.6K	$240.3K
20	Farther Finance Advisors, LLC added	Shares	+324	+$26.2K	$43.3K
21	LANARK FINANCIAL, INC. added	Shares	+221	+$18.0K	$32.0K
22	CUTLER INVESTMENT COUNSEL LLC unchanged	Shares	0	+$12.6K	$233.6K
23	D.A. DAVIDSON & CO. unchanged	Shares	0	+$11.7K	$232.3K
24	CoreCap Advisors, LLC added	Shares	+83	+$11.4K	$103.7K
25	Magnus Financial Group LLC trimmed	Shares	-29	+$8.7K	$215.9K
26	Realta Investment Advisors added	Shares	+37	+$7.7K	$99.3K
27	HAGER INVESTMENT MANAGEMENT SERVICES, LLC unchanged	Shares	0	+$5.7K	$113.2K
28	IFP Advisors, Inc unchanged	Shares	0	+$4.3K	$86.3K
29	Oakworth Capital, Inc. new	Shares	+53	+$4.1K	$4.1K
30	Founders Capital Management unchanged	Shares	0	+$4.0K	$79.5K
31	Key FInancial Inc unchanged	Shares	0	+$3.9K	$78.4K
32	SIGNATUREFD, LLC new	Shares	+41	+$3.2K	$3.2K
33	AdvisorNet Financial, Inc unchanged	Shares	0	+$3.1K	$62.6K
34	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed	Shares	-11	+$3.1K	$86.3K
35	CGC Financial Services, LLC unchanged	Shares	0	+$2.0K	$40.2K
36	Golden State Wealth Management, LLC unchanged	Shares	0	+$2.0K	$39.1K
37	Harbor Asset Planning, Inc. unchanged	Shares	0	+$1.7K	$33.1K
38	Dynamic Wealth Strategies, LLC unchanged	Shares	0	+$1.6K	$31.7K
39	Pacifica Partners Inc. unchanged	Shares	0	+$1.5K	$53.6K
40	Eagle Strategies LLC trimmed	Shares	-220	+$1.4K	$354.0K
41	Intesa Sanpaolo Wealth Management unchanged	Shares	0	+$1.4K	$27.4K
42	LRI Investments, LLC unchanged	Shares	0	+$1.1K	$22.8K
43	Bangor Savings Bank unchanged	Shares	0	+$877	$17.5K
44	ST GERMAIN D J CO INC unchanged	Shares	0	+$865	$17.2K
45	Center for Financial Planning, Inc. unchanged	Shares	0	+$625	$12.4K
46	Ritter Daniher Financial Advisory LLC / DE unchanged	Shares	0	+$617	$12.3K
47	Bogart Wealth, LLC unchanged	Shares	0	+$523	$10.4K
48	HM PAYSON & CO unchanged	Shares	0	+$518	$10.3K
49	WOLFF WIESE MAGANA LLC unchanged	Shares	0	+$491	$9.8K
50	City State Bank unchanged	Shares	0	+$472	$9.4K

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