Filing Research | GLOBAL X FDS Institutional Holdings

Snapshot holdings

32 / 32 loaded

#		Instrument	quantity
1	FUKOKU MUTUAL LIFE INSURANCE CO	Shares	1.9MSH	$35.7M
2	Global X Japan Co., Ltd.	Shares	785.8KSH	$15.0M
3	Sherry Group, Inc.	Shares	118.9KSH	$2.3M
4	Mirae Asset Global Investments Co., Ltd.	Shares	69.0KSH	$1.3M
5	Eagle Strategies LLC	Shares	46.9KSH	$893.2K
6	Wealth Advisory Solutions, LLC	Shares	38.9KSH	$740.7K
7	Triumph Capital Management	Shares	30.5KSH	$580.6K
8	Capital Investment Advisory Services, LLC	Shares	24.0KSH	$456.9K
9	RFG Advisory, LLC	Shares	22.5KSH	$428.7K
10	SeaCrest Wealth Management, LLC	Shares	20.4KSH	$388.6K
11	J.W. COLE ADVISORS, INC.	Shares	16.1KSH	$306.9K
12	Carroll Advisory Group, LLC	Shares	15.2KSH	$289.9K
13	Cornerstone Management, Inc.	Shares	11.7KSH	$223.1K
14	Focus Financial Network, Inc.	Shares	10.5KSH	$200.1K
15	Mattern Wealth Management LLC	Shares	10.1KSH	$191.5K
16	Farther Finance Advisors, LLC	Shares	9.9KSH	$188.6K
17	SBI Securities Co., Ltd.	Shares	7.5KSH	$143.8K
18	Crews Bank & Trust	Shares	7.3KSH	$139.2K
19	IFP Advisors, Inc	Shares	4.7KSH	$90.2K
20	Quest 10 Wealth Builders, Inc.	Shares	4.3KSH	$82.1K
21	JFS WEALTH ADVISORS, LLC	Shares	1.5KSH	$29.4K
22	Lodestone Wealth Management LLC	Shares	591SH	$11.2K
23	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	582SH	$11.2K
24	AdvisorNet Financial, Inc	Shares	442SH	$8.4K
25	Fortis Group Advisors, LLC	Shares	300SH	$5.7K
26	Blue Trust, Inc.	Shares	250SH	$4.8K
27	Golden State Wealth Management, LLC	Shares	200SH	$3.8K
28	Networth Advisors, LLC	Shares	118SH	$2.2K
29	LifeSteps Financial, Inc.	Shares	110SH	$2.1K
30	1620 INVESTMENT ADVISORS, INC.	Shares	1SH	$19
31	CoreCap Advisors, LLC	Shares	1SH	$19
32	Darwin Wealth Management, LLC	Shares	1SH	$19

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

33 / 33 loaded

#		Instrument
1	Global X Japan Co., Ltd. added	Shares	+42.6K	+$922.5K	$15.0M
2	FUKOKU MUTUAL LIFE INSURANCE CO unchanged	Shares	0	+$280.9K	$35.7M
3	Mattern Wealth Management LLC new	Shares	+10.1K	+$191.5K	$191.5K
4	SeaCrest Wealth Management, LLC added	Shares	+9.4K	+$180.7K	$388.6K
5	Sherry Group, Inc. added	Shares	+5.0K	+$138.6K	$2.3M
6	Eagle Strategies LLC added	Shares	+2.8K	+$60.8K	$893.2K
7	Wealth Advisory Solutions, LLC added	Shares	+1.7K	+$37.3K	$740.7K
8	Carroll Advisory Group, LLC added	Shares	+853	+$18.4K	$289.9K
9	Capital Investment Advisory Services, LLC added	Shares	+382	+$10.8K	$456.9K
10	RFG Advisory, LLC added	Shares	+330	+$9.6K	$428.7K
11	IFP Advisors, Inc added	Shares	+291	+$6.2K	$90.2K
12	Triumph Capital Management added	Shares	+60	+$5.7K	$580.6K
13	Focus Financial Network, Inc. added	Shares	+145	+$4.3K	$200.1K
14	LifeSteps Financial, Inc. new	Shares	+110	+$2.1K	$2.1K
15	Cornerstone Management, Inc. unchanged	Shares	0	+$1.8K	$223.1K
16	Crews Bank & Trust unchanged	Shares	0	+$1.1K	$139.2K
17	Quest 10 Wealth Builders, Inc. unchanged	Shares	0	+$647	$82.1K
18	Lodestone Wealth Management LLC added	Shares	+10	+$272	$11.2K
19	JFS WEALTH ADVISORS, LLC unchanged	Shares	0	+$232	$29.4K
20	AdvisorNet Financial, Inc added	Shares	+7	+$204	$8.4K
21	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$139	$11.2K
22	Fortis Group Advisors, LLC unchanged	Shares	0	+$45	$5.7K
23	Blue Trust, Inc. unchanged	Shares	0	+$38	$4.8K
24	Golden State Wealth Management, LLC unchanged	Shares	0	+$30	$3.8K
25	1620 INVESTMENT ADVISORS, INC. new	Shares	+1	+$19	$19
26	Networth Advisors, LLC unchanged	Shares	0	+$18	$2.2K
27	Darwin Wealth Management, LLC unchanged	Shares	0	+$1	$19
28	CoreCap Advisors, LLC unchanged	Shares	0	$0	$19
29	SBI Securities Co., Ltd. trimmed	Shares	-216	-$3.0K	$143.8K
30	Sound Income Strategies, LLC exited	Shares	-612	-$11.6K	$0
31	J.W. COLE ADVISORS, INC. trimmed	Shares	-982	-$16.1K	$306.9K
32	Mirae Asset Global Investments Co., Ltd. trimmed	Shares	-5.0K	-$84.2K	$1.3M
33	Farther Finance Advisors, LLC trimmed	Shares	-4.8K	-$89.4K	$188.6K