Filing Research | GLOBAL X FDS Institutional Holdings

Snapshot holdings

50 / 70 loaded

#		Instrument	quantity
1	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	478.5KSH	$25.4M
2	Gradient Investments LLC	Shares	436.1KSH	$23.2M
3	TECTONIC ADVISORS LLC	Shares	278.0KSH	$14.8M
4	Legacy Wealth Asset Management, LLC	Shares	227.6KSH	$12.1M
5	Barry Investment Advisors, LLC	Shares	205.2KSH	$10.9M
6	EXCHANGE TRADED CONCEPTS, LLC	Shares	191.1KSH	$10.1M
7	MBL Wealth, LLC	Shares	155.7KSH	$8.3M
8	Columbus Macro, LLC	Shares	117.5KSH	$6.2M
9	Clear Trail Advisors, LLC	Shares	106.5KSH	$5.7M
10	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	76.4KSH	$4.1M
11	Strong Tower Advisory Services	Shares	70.8KSH	$3.8M
12	Adams Asset Advisors, LLC	Shares	65.9KSH	$3.5M
13	Capital Advisors Wealth Management, LLC	Shares	64.2KSH	$3.4M
14	RFG Advisory, LLC	Shares	48.1KSH	$2.6M
15	D.A. DAVIDSON & CO.	Shares	45.9KSH	$2.4M
16	Farther Finance Advisors, LLC	Shares	42.3KSH	$2.2M
17	THOR INVESTMENT MANAGEMENT INC /OH/ /ADV	Shares	32.8KSH	$1.7M
18	Demars Financial Group, LLC	Shares	29.3KSH	$1.6M
19	J.W. COLE ADVISORS, INC.	Shares	26.3KSH	$1.4M
20	Charles Schwab Trust Co	Shares	26.0KSH	$1.4M
21	Centurion Wealth Management LLC	Shares	24.3KSH	$1.3M
22	INDEPENDENT FINANCIAL GROUP, LLC	Shares	23.1KSH	$1.2M
23	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	19.5KSH	$1.0M
24	ROCKLAND TRUST CO	Shares	19.3KSH	$1.0M
25	APS Management Group, Inc.	Shares	19.2KSH	$1.0M
26	NWAM LLC	Shares	15.8KSH	$838.5K
27	Leisure Capital Management	Shares	14.3KSH	$757.5K
28	Fermata Advisors, LLC	Shares	13.2KSH	$699.5K
29	Morton Capital Management LLC/CA	Shares	12.6KSH	$670.2K
30	Future Financial Wealth Managment LLC	Shares	11.7KSH	$660.1K
31	Apollon Wealth Management, LLC	Shares	12.4KSH	$656.6K
32	NAPLES GLOBAL ADVISORS, LLC	Shares	11.3KSH	$601.0K
33	Friedenthal Financial	Shares	10.5KSH	$556.8K
34	Sowell Financial Services LLC	Shares	9.9KSH	$526.6K
35	Madison Park Capital Advisors, LLC	Shares	46.6KSH	$442.0K
36	EQUITABLE TRUST CO	Shares	7.8KSH	$414.4K
37	IFP Advisors, Inc	Shares	7.6KSH	$405.4K
38	M3 Advisory Group, LLC	Shares	7.3KSH	$388.9K
39	Total Clarity Wealth Management, Inc.	Shares	6.9KSH	$364.5K
40	Oregon Pacific Wealth Management, LLC	Shares	6.5KSH	$342.5K
41	PFG Investments, LLC	Shares	6.4KSH	$341.3K
42	Mirae Asset Global Investments Co., Ltd.	Shares	6.3KSH	$334.4K
43	Eagle Strategies LLC	Shares	6.2KSH	$328.2K
44	Meredith Wealth Planning	Shares	6.0KSH	$316.4K
45	Kraft, Davis & Associates, LLC	Shares	5.7KSH	$307.9K
46	Value Investment Professionals, LLC	Shares	5.5KSH	$293.6K
47	Ryan Investment Management, Inc.	Shares	5.2KSH	$274.5K
48	Heartwood Wealth Advisors LLC	Shares	5.0KSH	$265.4K
49	Legacy Wealth Management, LLC / MS	Shares	4.7KSH	$249.8K
50	LifeGoal Investments, LLC	Shares	4.0KSH	$214.4K

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

50 / 77 loaded

#		Instrument
1	Leisure Capital Management new	Shares	+14.3K	+$757.5K	$757.5K
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+13.3K	+$738.6K	$4.1M
3	Clear Trail Advisors, LLC added	Shares	+14.1K	+$677.6K	$5.7M
4	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+13.9K	+$595.7K	$10.1M
5	D.A. DAVIDSON & CO. added	Shares	+9.5K	+$474.7K	$2.4M
6	NWAM LLC added	Shares	+8.5K	+$444.3K	$838.5K
7	Gradient Investments LLC added	Shares	+14.3K	+$428.1K	$23.2M
8	EQUITABLE TRUST CO new	Shares	+7.8K	+$414.4K	$414.4K
9	MBL Wealth, LLC added	Shares	+9.4K	+$385.2K	$8.3M
10	Demars Financial Group, LLC added	Shares	+7.2K	+$363.7K	$1.6M
11	PFG Investments, LLC new	Shares	+6.4K	+$341.3K	$341.3K
12	Capital Advisors Wealth Management, LLC added	Shares	+7.1K	+$332.6K	$3.4M
13	Value Investment Professionals, LLC new	Shares	+5.5K	+$293.6K	$293.6K
14	Ryan Investment Management, Inc. new	Shares	+5.2K	+$274.5K	$274.5K
15	LifeGoal Investments, LLC new	Shares	+4.0K	+$214.4K	$214.4K
16	TECTONIC ADVISORS LLC added	Shares	+7.7K	+$195.5K	$14.8M
17	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+3.3K	+$162.7K	$1.0M
18	Apollon Wealth Management, LLC added	Shares	+2.9K	+$145.0K	$656.6K
19	Adams Asset Advisors, LLC added	Shares	+3.4K	+$130.2K	$3.5M
20	NAPLES GLOBAL ADVISORS, LLC added	Shares	+1.7K	+$80.5K	$601.0K
21	Madison Park Capital Advisors, LLC added	Shares	+39.9K	+$78.7K	$442.0K
22	Future Financial Wealth Managment LLC unchanged	Shares	0	+$43.2K	$660.1K
23	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+1.0K	+$37.9K	$1.2M
24	Eagle Strategies LLC added	Shares	+434	+$18.5K	$328.2K
25	Triumph Capital Management added	Shares	+195	+$10.2K	$19.6K
26	Strong Tower Advisory Services added	Shares	+1.2K	+$9.4K	$3.8M
27	LANARK FINANCIAL, INC. added	Shares	+146	+$5.6K	$150.8K
28	LifeSteps Financial, Inc. new	Shares	+50	+$2.7K	$2.7K
29	Bogart Wealth, LLC added	Shares	+43	+$455	$125.0K
30	CoreCap Advisors, LLC added	Shares	+3	+$24	$6.8K
31	Spire Wealth Management added	Shares	+1	+$5	$1.3K
32	ST GERMAIN D J CO INC unchanged	Shares	0	-$1	$53
33	Capital Advisors, Ltd. LLC unchanged	Shares	0	-$2	$88
34	SBI Securities Co., Ltd. unchanged	Shares	0	-$5	$318
35	Quest 10 Wealth Builders, Inc. unchanged	Shares	0	-$40	$2.7K
36	Fortis Group Advisors, LLC unchanged	Shares	0	-$74	$4.9K
37	Versant Capital Management, Inc unchanged	Shares	0	-$107	$7.2K
38	Smallwood Wealth Investment Management, LLC unchanged	Shares	0	-$121	$8.1K
39	FINANCIAL CONSULATE, INC unchanged	Shares	0	-$198	$13.3K
40	Register Financial Advisors LLC unchanged	Shares	0	-$304	$20.4K
41	Golden State Wealth Management, LLC exited	Shares	-6	-$336	$0
42	Beaird Harris Wealth Management, LLC unchanged	Shares	0	-$649	$43.6K
43	Wealth Enhancement Trust Services, Inc. unchanged	Shares	0	-$729	$49.0K
44	Blue Trust, Inc. unchanged	Shares	0	-$2.5K	$169.8K
45	FLAGSHIP HARBOR ADVISORS, LLC unchanged	Shares	0	-$3.0K	$204.4K
46	Legacy Wealth Management, LLC / MS unchanged	Shares	0	-$3.7K	$249.8K
47	Centurion Wealth Management LLC added	Shares	+288	-$3.7K	$1.3M
48	Fermata Advisors, LLC added	Shares	+114	-$4.3K	$699.5K
49	Sound Income Strategies, LLC exited	Shares	-84	-$4.5K	$0
50	Meredith Wealth Planning unchanged	Shares	0	-$4.7K	$316.4K

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