Filing Research | GLOBAL X FDS Institutional Holdings

Snapshot holdings

43 / 43 loaded

#		Instrument	quantity
1	Mirae Asset Global Investments Co., Ltd.	Shares	61.0KSH	$2.4M
2	Global X Japan Co., Ltd.	Shares	21.0KSH	$811.5K
3	EHRLICH FINANCIAL GROUP	Shares	19.4KSH	$749.9K
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	14.7KSH	$535.6K
5	RFG Advisory, LLC	Shares	11.5KSH	$442.0K
6	EverSource Wealth Advisors, LLC	Shares	8.7KSH	$337.0K
7	Sequoia Financial Advisors, LLC	Shares	6.8KSH	$263.6K
8	Dynamic Advisor Solutions LLC	Shares	6.7KSH	$259.3K
9	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	6.7KSH	$253.5K
10	HBW ADVISORY SERVICES LLC	Shares	6.2KSH	$238.9K
11	INDEPENDENT FINANCIAL GROUP, LLC	Shares	6.1KSH	$236.6K
12	Prospera Financial Services Inc	Shares	5.8KSH	$223.9K
13	PFG Investments, LLC	Shares	5.8KSH	$222.6K
14	SOA Wealth Advisors, LLC.	Shares	2.0KSH	$77.8K
15	General Partner, Inc.	Shares	2.0KSH	$77.1K
16	Advantage Trust Co	Shares	1.9KSH	$72.5K
17	Crews Bank & Trust	Shares	1.8KSH	$67.5K
18	ADIRONDACK TRUST CO	Shares	1.3KSH	$48.6K
19	SBI Securities Co., Ltd.	Shares	1.2KSH	$46.3K
20	ARMSTRONG ADVISORY GROUP, INC	Shares	1.1KSH	$44.0K
21	Key FInancial Inc	Shares	1.0KSH	$39.9K
22	DHJJ Financial Advisors, Ltd.	Shares	958SH	$37.0K
23	Farther Finance Advisors, LLC	Shares	879SH	$33.9K
24	Golden State Wealth Management, LLC	Shares	591SH	$22.8K
25	Capital Investment Advisory Services, LLC	Shares	356SH	$13.7K
26	Steigerwald, Gordon & Koch Inc.	Shares	314SH	$12.1K
27	Spire Wealth Management	Shares	300SH	$11.6K
28	HAGER INVESTMENT MANAGEMENT SERVICES, LLC	Shares	267SH	$10.3K
29	Community Financial Services Group, LLC	Shares	265SH	$10.0K
30	Realta Investment Advisors	Shares	256SH	$9.9K
31	Signature Resources Capital Management, LLC	Shares	226SH	$8.7K
32	IFP Advisors, Inc	Shares	217SH	$8.4K
33	ALBION FINANCIAL GROUP /UT	Shares	130SH	$5.0K
34	WOLFF WIESE MAGANA LLC	Shares	127SH	$4.9K
35	CGC Financial Services, LLC	Shares	123SH	$4.7K
36	KERR FINANCIAL PLANNING Corp	Shares	102SH	$3.9K
37	PFS Partners, LLC	Shares	97SH	$3.7K
38	CX Institutional	Shares	86.8KSH	$3.3K
39	SJS Investment Consulting Inc.	Shares	80SH	$3.1K
40	City State Bank	Shares	47SH	$1.8K
41	Robinswood Financial LLC	Shares	30SH	$1.2K
42	Tradewinds Capital Management, LLC	Shares	21SH	$818
43	Triumph Capital Management	Shares	3SH	$116

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

50 / 50 loaded

#		Instrument
1	EHRLICH FINANCIAL GROUP new	Shares	+19.4K	+$749.9K	$749.9K
2	EverSource Wealth Advisors, LLC new	Shares	+8.7K	+$337.0K	$337.0K
3	Dynamic Advisor Solutions LLC new	Shares	+6.7K	+$259.3K	$259.3K
4	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC new	Shares	+6.7K	+$253.5K	$253.5K
5	HBW ADVISORY SERVICES LLC new	Shares	+6.2K	+$238.9K	$238.9K
6	INDEPENDENT FINANCIAL GROUP, LLC new	Shares	+6.1K	+$236.6K	$236.6K
7	PFG Investments, LLC new	Shares	+5.8K	+$222.6K	$222.6K
8	Global X Japan Co., Ltd. unchanged	Shares	0	+$169.4K	$811.5K
9	Mirae Asset Global Investments Co., Ltd. trimmed	Shares	-11.0K	+$155.3K	$2.4M
10	RFG Advisory, LLC unchanged	Shares	0	+$92.2K	$442.0K
11	Advantage Trust Co new	Shares	+1.9K	+$72.5K	$72.5K
12	Sequoia Financial Advisors, LLC unchanged	Shares	0	+$55.0K	$263.6K
13	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-1.4K	+$38.2K	$535.6K
14	Prospera Financial Services Inc trimmed	Shares	-800	+$22.3K	$223.9K
15	General Partner, Inc. unchanged	Shares	0	+$16.1K	$77.1K
16	SOA Wealth Advisors, LLC. trimmed	Shares	-47	+$14.8K	$77.8K
17	Crews Bank & Trust unchanged	Shares	0	+$14.1K	$67.5K
18	ADIRONDACK TRUST CO unchanged	Shares	0	+$10.1K	$48.6K
19	Realta Investment Advisors new	Shares	+256	+$9.9K	$9.9K
20	ARMSTRONG ADVISORY GROUP, INC unchanged	Shares	0	+$9.2K	$44.0K
21	Key FInancial Inc unchanged	Shares	0	+$8.3K	$39.9K
22	SBI Securities Co., Ltd. trimmed	Shares	-56	+$8.0K	$46.3K
23	DHJJ Financial Advisors, Ltd. unchanged	Shares	0	+$7.7K	$37.0K
24	ALBION FINANCIAL GROUP /UT new	Shares	+130	+$5.0K	$5.0K
25	Golden State Wealth Management, LLC unchanged	Shares	0	+$4.8K	$22.8K
26	Capital Investment Advisory Services, LLC unchanged	Shares	0	+$2.9K	$13.7K
27	Steigerwald, Gordon & Koch Inc. unchanged	Shares	0	+$2.5K	$12.1K
28	Spire Wealth Management unchanged	Shares	0	+$2.4K	$11.6K
29	HAGER INVESTMENT MANAGEMENT SERVICES, LLC unchanged	Shares	0	+$2.1K	$10.3K
30	Community Financial Services Group, LLC unchanged	Shares	0	+$1.8K	$10.0K
31	Signature Resources Capital Management, LLC unchanged	Shares	0	+$1.8K	$8.7K
32	IFP Advisors, Inc unchanged	Shares	0	+$1.7K	$8.4K
33	WOLFF WIESE MAGANA LLC unchanged	Shares	0	+$1.0K	$4.9K
34	CGC Financial Services, LLC unchanged	Shares	0	+$990	$4.7K
35	PFS Partners, LLC unchanged	Shares	0	+$781	$3.7K
36	CX Institutional added	Shares	+613	+$718	$3.3K
37	SJS Investment Consulting Inc. unchanged	Shares	0	+$644	$3.1K
38	City State Bank unchanged	Shares	0	+$379	$1.8K
39	KERR FINANCIAL PLANNING Corp unchanged	Shares	0	+$307	$3.9K
40	Robinswood Financial LLC unchanged	Shares	0	+$242	$1.2K
41	Tradewinds Capital Management, LLC unchanged	Shares	0	+$171	$818
42	Triumph Capital Management unchanged	Shares	0	+$24	$116
43	Princeton Global Asset Management LLC exited	Shares	-48	-$1.5K	$0
44	GHP Investment Advisors, Inc. exited	Shares	-50	-$1.5K	$0
45	Cedar Mountain Advisors, LLC exited	Shares	-80	-$2.4K	$0
46	Pacifica Partners Inc. exited	Shares	-131	-$4.0K	$0
47	DAGCO, INC. exited	Shares	-848	-$25.9K	$0
48	Farther Finance Advisors, LLC trimmed	Shares	-1.6K	-$44.2K	$33.9K
49	BOS Asset Management, LLC exited	Shares	-7.1K	-$216.0K	$0
50	APS Management Group, Inc. exited	Shares	-19.3K	-$587.8K	$0