Filing Research | GLOBAL X FDS Institutional Holdings

Snapshot holdings

50 / 78 loaded

#		Instrument	quantity
1	NEW WAVE WEALTH ADVISORS LLC	Shares	708.4KSH	$21.6M
2	Foguth Wealth Management, LLC.	Shares	517.2KSH	$14.3M
3	Farther Finance Advisors, LLC	Shares	297.4KSH	$9.0M
4	Mirae Asset Global Investments Co., Ltd.	Shares	243.0KSH	$7.4M
5	Eagle Strategies LLC	Shares	183.1KSH	$5.6M
6	S. R. Schill & Associates	Shares	182.1KSH	$5.5M
7	INDEPENDENT FINANCIAL GROUP, LLC	Shares	141.7KSH	$4.3M
8	J.W. COLE ADVISORS, INC.	Shares	121.4KSH	$3.7M
9	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	Shares	121.1KSH	$3.7M
10	AVALON CAPITAL MANAGEMENT	Shares	120.1KSH	$3.6M
11	Great Diamond Partners, LLC	Shares	106.7KSH	$3.2M
12	B. Riley Wealth Advisors, Inc.	Shares	96.3KSH	$2.9M
13	Sage Capital Management, LLC	Shares	84.1KSH	$2.6M
14	Paller Financial Services Inc	Shares	83.7KSH	$2.5M
15	SEAVIEW INVESTMENT MANAGERS LLC	Shares	79.3KSH	$2.4M
16	RFG Advisory, LLC	Shares	70.1KSH	$2.1M
17	Wealthcare Advisory Partners LLC	Shares	69.0KSH	$2.1M
18	Brookstone Capital Management	Shares	58.1KSH	$1.8M
19	Centurion Wealth Management LLC	Shares	57.5KSH	$1.7M
20	Merit Financial Group, LLC	Shares	51.4KSH	$1.6M
21	Lakeshore Financial Planning, Inc.	Shares	51.4KSH	$1.6M
22	AGH Wealth Advisors, LLC	Shares	50.0KSH	$1.5M
23	CASCADE INVESTMENT GROUP, INC.	Shares	47.7KSH	$1.4M
24	High Point Wealth Management, LLC	Shares	41.6KSH	$1.3M
25	Onyx Bridge Wealth Group LLC	Shares	37.0KSH	$1.1M
26	PFG Investments, LLC	Shares	36.2KSH	$1.1M
27	CoreCap Advisors, LLC	Shares	32.8KSH	$996.4K
28	ARMSTRONG ADVISORY GROUP, INC	Shares	27.8KSH	$844.4K
29	JAMES INVESTMENT RESEARCH, INC.	Shares	25.8KSH	$783.7K
30	Greenline Wealth Management LLC	Shares	25.3KSH	$769.5K
31	Fiduciary Alliance LLC	Shares	25.3KSH	$766.8K
32	SBI Securities Co., Ltd.	Shares	23.6KSH	$717.5K
33	Archford Capital Strategies, LLC	Shares	23.2KSH	$705.6K
34	IFP Advisors, Inc	Shares	21.9KSH	$666.6K
35	Brookwood Investment Group LLC	Shares	20.8KSH	$631.1K
36	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	20.0KSH	$607.7K
37	APS Management Group, Inc.	Shares	19.4KSH	$589.3K
38	American Institute for Advanced Investment Management, LLP	Shares	19.1KSH	$580.1K
39	Financial Partners Group, Inc	Shares	18.2KSH	$552.7K
40	Bryant Woods Investment Advisors, LLC	Shares	17.0KSH	$517.4K
41	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	17.1KSH	$505.6K
42	Avior Wealth Management, LLC	Shares	16.5KSH	$502.5K
43	Spire Wealth Management	Shares	14.8KSH	$448.6K
44	AdvisorNet Financial, Inc	Shares	13.9KSH	$422.3K
45	Legacies Wealth LLC	Shares	13.5KSH	$410.5K
46	PERRYMAN FINANCIAL ADVISORY INC /AD	Shares	13.2KSH	$401.4K
47	WESPAC Advisors SoCal, LLC	Shares	12.8KSH	$389.8K
48	Investment Partners Asset Management, Inc.	Shares	12.8KSH	$387.8K
49	Laurel Wealth Advisors LLC	Shares	11.0KSH	$335.5K
50	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	10.8KSH	$316.9K

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

50 / 79 loaded

#		Instrument
1	NEW WAVE WEALTH ADVISORS LLC added	Shares	+364.1K	+$13.3M	$21.6M
2	Farther Finance Advisors, LLC added	Shares	+251.4K	+$7.9M	$9.0M
3	Foguth Wealth Management, LLC. added	Shares	+183.3K	+$3.7M	$14.3M
4	J.W. COLE ADVISORS, INC. added	Shares	+77.8K	+$2.6M	$3.7M
5	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors added	Shares	+69.7K	+$2.4M	$3.7M
6	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+41.6K	+$1.9M	$4.3M
7	Lakeshore Financial Planning, Inc. new	Shares	+51.4K	+$1.6M	$1.6M
8	Eagle Strategies LLC added	Shares	+2.3K	+$1.2M	$5.6M
9	Mirae Asset Global Investments Co., Ltd. trimmed	Shares	-20.1K	+$1.1M	$7.4M
10	S. R. Schill & Associates trimmed	Shares	-7.8K	+$980.5K	$5.5M
11	CASCADE INVESTMENT GROUP, INC. added	Shares	+25.6K	+$919.3K	$1.4M
12	AVALON CAPITAL MANAGEMENT added	Shares	+395	+$779.3K	$3.6M
13	Fiduciary Alliance LLC new	Shares	+25.3K	+$766.8K	$766.8K
14	Brookstone Capital Management added	Shares	+16.1K	+$757.4K	$1.8M
15	B. Riley Wealth Advisors, Inc. added	Shares	+147	+$713.3K	$2.9M
16	Merit Financial Group, LLC added	Shares	+14.4K	+$674.1K	$1.6M
17	SEAVIEW INVESTMENT MANAGERS LLC added	Shares	+6.8K	+$671.9K	$2.4M
18	Great Diamond Partners, LLC trimmed	Shares	-882	+$662.9K	$3.2M
19	American Institute for Advanced Investment Management, LLP new	Shares	+19.1K	+$580.1K	$580.1K
20	Financial Partners Group, Inc new	Shares	+18.2K	+$552.7K	$552.7K
21	Onyx Bridge Wealth Group LLC added	Shares	+12.8K	+$544.8K	$1.1M
22	Sage Capital Management, LLC unchanged	Shares	0	+$539.0K	$2.6M
23	Wealthcare Advisory Partners LLC added	Shares	+3.1K	+$517.3K	$2.1M
24	SBI Securities Co., Ltd. added	Shares	+15.2K	+$515.3K	$717.5K
25	High Point Wealth Management, LLC added	Shares	+10.2K	+$510.1K	$1.3M
26	RFG Advisory, LLC added	Shares	+1.1K	+$476.2K	$2.1M
27	Legacies Wealth LLC new	Shares	+13.5K	+$410.5K	$410.5K
28	PERRYMAN FINANCIAL ADVISORY INC /AD new	Shares	+13.2K	+$401.4K	$401.4K
29	Paller Financial Services Inc trimmed	Shares	-5.9K	+$395.5K	$2.5M
30	AGH Wealth Advisors, LLC added	Shares	+2.8K	+$387.8K	$1.5M
31	Greenline Wealth Management LLC added	Shares	+8.8K	+$374.0K	$769.5K
32	Laurel Wealth Advisors LLC new	Shares	+11.0K	+$335.5K	$335.5K
33	PRIVATE CLIENT SERVICES, LLC new	Shares	+9.7K	+$293.5K	$293.5K
34	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+8.2K	+$288.6K	$505.6K
35	Strategic Blueprint, LLC new	Shares	+9.4K	+$285.7K	$285.7K
36	PFG Investments, LLC added	Shares	+1.6K	+$271.2K	$1.1M
37	FLAGSHIP HARBOR ADVISORS, LLC new	Shares	+8.4K	+$256.5K	$256.5K
38	Bright Futures Wealth Management, LLC. new	Shares	+8.4K	+$256.2K	$256.2K
39	CoreCap Advisors, LLC added	Shares	+1.6K	+$248.1K	$996.4K
40	Core Wealth Partners LLC new	Shares	+8.1K	+$246.1K	$246.1K
41	Wealth Management Associates, Inc. new	Shares	+7.4K	+$224.9K	$224.9K
42	JAMES INVESTMENT RESEARCH, INC. added	Shares	+998	+$189.3K	$783.7K
43	IFP Advisors, Inc added	Shares	+2.0K	+$188.1K	$666.6K
44	Archford Capital Strategies, LLC added	Shares	+1.3K	+$179.7K	$705.6K
45	Investment Partners Asset Management, Inc. added	Shares	+3.7K	+$171.1K	$387.8K
46	NATIONS FINANCIAL GROUP INC, /IA/ /ADV added	Shares	+680	+$144.6K	$607.7K
47	AdvisorNet Financial, Inc added	Shares	+2.3K	+$144.5K	$422.3K
48	Brookwood Investment Group LLC added	Shares	+249	+$139.2K	$631.1K
49	WESPAC Advisors SoCal, LLC added	Shares	+2.2K	+$135.6K	$389.8K
50	Bryant Woods Investment Advisors, LLC added	Shares	+902	+$130.8K	$517.4K

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