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Global X Fintech ETF (FINX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares100,520 from 118,280
Change-17,760 (-15%)
Value$2.4M (-$481.7K)
Filed 2026-11-06
Moran Wealth Management, LLC
INCREASED
Shares81,692 from 77,507
Change+4,185 (+5%)
Value$2.0M (+$68.2K)
Filed 2026-10-22
PNC Financial Services Group, Inc.
INCREASED
Shares75,999 from 60,099
Change+15,900 (+26%)
Value$1.8M (+$359.9K)
Filed 2026-11-06
Farther Finance Advisors, LLC
INCREASED
Shares65,954 from 64,189
Change+1,765 (+3%)
Value$1.6M (+$15.1K)
Filed 2026-10-08
Lane Generational LLC
INCREASED
Shares56,348 from 55,700
Change+648 (+1%)
Value$1.4M (-$8.2K)
Filed 2026-11-09
Citigroup Inc
INCREASED
Shares38,448 from 38,018
Change+430 (+1%)
Value$932.7K (-$5.9K)
Filed 2026-11-04
Phoenix Wealth Advisors
DECREASED
Shares33,581 from 34,218
Change-637 (-2%)
Value$814.7K (-$30.2K)
Filed 2026-11-03
Blue Sky Capital Consultants Group, Inc.
DECREASED
Shares29,457 from 151,521
Change-122,064 (-81%)
Value$714.6K (-$3.0M)
Filed 2026-10-13
Archford Capital Strategies, LLC
INCREASED
Shares24,352 from 23,937
Change+415 (+2%)
Value$590.8K (-$225)
Filed 2026-10-19
Wealthfront Advisers LLC
DECREASED
Shares14,781 from 19,826
Change-5,045 (-25%)
Value$358.6K (-$130.9K)
Filed 2026-11-09
Vontobel Holding Ltd.
NEW
Shares14,500
Change+14,500
Value$351.8K
Filed 2026-10-16
Creative Planning
DECREASED
Shares13,046 from 13,515
Change-469 (-3%)
Value$316.5K (-$17.2K)
Filed 2026-11-02
Advisors Management Group Inc
DECREASED
Shares11,947 from 12,340
Change-393 (-3%)
Value$289.0K (-$15.0K)
Filed 2026-11-05
Sherman Asset Management, Inc.
UNCHANGED
Shares10,636 from 10,636
Change0 (0%)
Value$258.0K (-$4.6K)
Filed 2026-11-05
Mission Financial Group, LLC
INCREASED
Shares10,529 from 10,512
Change+17 (+0%)
Value$255.4K (-$4.1K)
Filed 2026-10-21
Clearwater Capital Advisors, LLC
INCREASED
Shares10,329 from 9,259
Change+1,070 (+12%)
Value$250.6K (+$22.0K)
Filed 2026-11-06
Northbridge Financial Group, LLC
INCREASED
Shares9,547 from 9,262
Change+285 (+3%)
Value$237.1K (+$8.4K)
Filed 2026-11-05
Commonwealth Equity Services, LLC
NEW
Shares8,533
Change+8,533
Value$207.0K
Filed 2026-11-02
Carlson Financial, Inc.
DECREASED
Shares8,509 from 9,027
Change-518 (-6%)
Value$206.4K (-$16.3K)
Filed 2026-11-05
Valley National Advisers Inc
UNCHANGED
Shares2,737 from 2,737
Change0 (0%)
Value$66.4K (-$1.2K)
Filed 2026-10-23
Migdal Insurance & Financial Holdings Ltd.
UNCHANGED
Shares1,760 from 1,760
Change0 (0%)
Value$42.7K (-$756)
Filed 2026-11-09
Rossby Financial, LCC
NEW
Shares1,757
Change+1,757
Value$42.6K
Filed 2026-11-05
US Bancorp \de\
UNCHANGED
Shares1,715 from 1,715
Change0 (0%)
Value$41.6K (-$737)
Filed 2026-11-05
SBI Securities Co., Ltd.
DECREASED
Shares1,511 from 1,892
Change-381 (-20%)
Value$36.7K (-$10.1K)
Filed 2026-10-22
Cdkv Holdings LLC
INCREASED
Shares1,212 from 1,210
Change+2 (+0%)
Value$29.4K (-$483)
Filed 2026-10-28
CoreCap Advisors, LLC
INCREASED
Shares1,078 from 1,077
Change+1 (+0%)
Value$26.2K (-$420)
Filed 2026-10-08
Duncker Streett & Co Inc
INCREASED
Shares1,026 from 1,025
Change+1 (+0%)
Value$24.9K (-$399)
Filed 2026-10-27
Creative Financial Designs Inc
UNCHANGED
Shares1,019 from 1,019
Change0 (0%)
Value$24.7K (-$438)
Filed 2026-11-04
Halbert Hargrove Global Advisors, LLC
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$18.2K (-$323)
Filed 2026-10-16
Harbour Investments, Inc.
DECREASED
Shares360 from 718
Change-358 (-50%)
Value$8.7K (-$9.0K)
Filed 2026-11-09
Parallel Advisors, LLC
INCREASED
Shares294 from 293
Change+1 (+0%)
Value$7.1K (-$114)
Filed 2026-11-03
Harbor Asset Planning, Inc.
UNCHANGED
Shares217 from 217
Change0 (0%)
Value$5.3K (-$85)
Filed 2026-10-23
Asset Dedication, LLC
UNCHANGED
Shares155 from 155
Change0 (0%)
Value$3.8K (-$66)
Filed 2026-11-03
IFP Advisors, Inc
UNCHANGED
Shares135 from 135
Change0 (0%)
Value$3.3K (-$58)
Filed 2026-10-16
IFG Advisory, LLC
UNCHANGED
Shares127 from 127
Change0 (0%)
Value$3.1K (-$55)
Filed 2026-11-09
Cheviot Value Management, LLC
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$3.0K (-$53)
Filed 2026-11-09
Y.D. More Investments Ltd
NEW
Shares124
Change+124
Value$3.0K
Filed 2026-11-02
Simplex Trading, LLC
NEW
Shares69
Change+69
Value$1.7K
Filed 2026-11-04
TD Waterhouse Canada Inc.
UNCHANGED
Shares55 from 55
Change0 (0%)
Value$1.3K (-$47)
Filed 2026-10-16
EverSource Wealth Advisors, LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$1.2K (-$22)
Filed 2026-11-04
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$610 (-$11)
Filed 2026-10-29
Creative Capital Management Investments LLC
NEW
Shares22
Change+22
Value$534
Filed 2026-10-28
Dhjj Financial Advisors, Ltd.
DECREASED
Shares9 from 12
Change-3 (-25%)
Value$219 (-$78)
Filed 2026-10-23
Blue Trust, Inc.
NEW
Shares2
Change+2
Value$60
Filed 2026-10-15
Foresight Capital Management Advisors, Inc.
NEW
Shares1
Change+1
Value$24
Filed 2026-10-27
Cox Capital Mgt LLC
CLOSED
Shares0 from 23,479
Change-23,479 (-100%)
Value$0 (-$579.7K)
Filed 2026-10-07
International Assets Investment Management, LLC
CLOSED
Shares0 from 625
Change-625 (-100%)
Value$0 (-$15.8K)
Filed 2026-11-02
Salem Investment Counselors Inc
CLOSED
Shares0 from 95
Change-95 (-100%)
Value$0 (-$2.4K)
Filed 2026-10-13
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 61
Change-61 (-100%)
Value$0 (-$1.5K)
Filed 2026-11-06
Morgan Stanley
N/A
Shares— from 285,509
Change-285,509 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 212,617
Change-212,617 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 143,397
Change-143,397 (-100%)
Value—
UBS Group AG
N/A
Shares— from 136,507
Change-136,507 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 127,470
Change-127,470 (-100%)
Value—
Stamos Capital Partners, L.P.
N/A
Shares— from 93,220
Change-93,220 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 79,337
Change-79,337 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 66,229
Change-66,229 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 64,164
Change-64,164 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 55,315
Change-55,315 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 36,778
Change-36,778 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 34,031
Change-34,031 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 21,157
Change-21,157 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 20,979
Change-20,979 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 17,190
Change-17,190 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 13,643
Change-13,643 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 13,557
Change-13,557 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 13,481
Change-13,481 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 13,109
Change-13,109 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 12,949
Change-12,949 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 12,236
Change-12,236 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 9,394
Change-9,394 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 8,600
Change-8,600 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 8,204
Change-8,204 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 5,093
Change-5,093 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 2,874
Change-2,874 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 1,927
Change-1,927 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,518
Change-1,518 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,042
Change-1,042 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 498
Change-498 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 282
Change-282 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 259
Change-259 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 251
Change-251 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 248
Change-248 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 230
Change-230 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 198
Change-198 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 192
Change-192 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 81
Change-81 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 4
Change-4 (-100%)
Value—
Status
LPL Financial LLC
DECREASED100,520118,280-17,760-15%$2.9M$2.4M-$481.7K2026-11-06
Moran Wealth Management, LLC
INCREASED81,69277,507+4,185+5%$1.9M$2.0M+$68.2K2026-10-22
PNC Financial Services Group, Inc.
INCREASED75,99960,099+15,900+26%$1.5M$1.8M+$359.9K2026-11-06
Farther Finance Advisors, LLC
INCREASED65,95464,189+1,765+3%$1.6M$1.6M+$15.1K2026-10-08
Lane Generational LLC
INCREASED56,34855,700+648+1%$1.4M$1.4M-$8.2K2026-11-09
Citigroup Inc
INCREASED38,44838,018+430+1%$938.7K$932.7K-$5.9K2026-11-04
Phoenix Wealth Advisors
DECREASED33,58134,218-637-2%$844.8K$814.7K-$30.2K2026-11-03
Blue Sky Capital Consultants Group, Inc.
DECREASED29,457151,521-122,064-81%$3.7M$714.6K-$3.0M2026-10-13
Archford Capital Strategies, LLC
INCREASED24,35223,937+415+2%$591.0K$590.8K-$2252026-10-19
Wealthfront Advisers LLC
DECREASED14,78119,826-5,045-25%$489.5K$358.6K-$130.9K2026-11-09
Vontobel Holding Ltd.
NEW14,500—+14,500——$351.8K—2026-10-16
Creative Planning
DECREASED13,04613,515-469-3%$333.7K$316.5K-$17.2K2026-11-02
Advisors Management Group Inc
DECREASED11,94712,340-393-3%$304.0K$289.0K-$15.0K2026-11-05
Sherman Asset Management, Inc.
UNCHANGED10,63610,63600%$262.6K$258.0K-$4.6K2026-11-05
Mission Financial Group, LLC
INCREASED10,52910,512+17+0%$259.5K$255.4K-$4.1K2026-10-21
Clearwater Capital Advisors, LLC
INCREASED10,3299,259+1,070+12%$228.6K$250.6K+$22.0K2026-11-06
Northbridge Financial Group, LLC
INCREASED9,5479,262+285+3%$228.7K$237.1K+$8.4K2026-11-05
Commonwealth Equity Services, LLC
NEW8,533—+8,533——$207.0K—2026-11-02
Carlson Financial, Inc.
DECREASED8,5099,027-518-6%$222.7K$206.4K-$16.3K2026-11-05
Valley National Advisers Inc
UNCHANGED2,7372,73700%$67.6K$66.4K-$1.2K2026-10-23
Migdal Insurance & Financial Holdings Ltd.
UNCHANGED1,7601,76000%$43.5K$42.7K-$7562026-11-09
Rossby Financial, LCC
NEW1,757—+1,757——$42.6K—2026-11-05
US Bancorp \de\
UNCHANGED1,7151,71500%$42.3K$41.6K-$7372026-11-05
SBI Securities Co., Ltd.
DECREASED1,5111,892-381-20%$46.7K$36.7K-$10.1K2026-10-22
Cdkv Holdings LLC
INCREASED1,2121,210+2+0%$29.9K$29.4K-$4832026-10-28
CoreCap Advisors, LLC
INCREASED1,0781,077+1+0%$26.6K$26.2K-$4202026-10-08
Duncker Streett & Co Inc
INCREASED1,0261,025+1+0%$25.3K$24.9K-$3992026-10-27
Creative Financial Designs Inc
UNCHANGED1,0191,01900%$25.2K$24.7K-$4382026-11-04
Halbert Hargrove Global Advisors, LLC
UNCHANGED75075000%$18.5K$18.2K-$3232026-10-16
Harbour Investments, Inc.
DECREASED360718-358-50%$17.7K$8.7K-$9.0K2026-11-09
Parallel Advisors, LLC
INCREASED294293+1+0%$7.2K$7.1K-$1142026-11-03
Harbor Asset Planning, Inc.
UNCHANGED21721700%$5.4K$5.3K-$852026-10-23
Asset Dedication, LLC
UNCHANGED15515500%$3.8K$3.8K-$662026-11-03
IFP Advisors, Inc
UNCHANGED13513500%$3.3K$3.3K-$582026-10-16
IFG Advisory, LLC
UNCHANGED12712700%$3.1K$3.1K-$552026-11-09
Cheviot Value Management, LLC
UNCHANGED12512500%$3.1K$3.0K-$532026-11-09
Y.D. More Investments Ltd
NEW124—+124——$3.0K—2026-11-02
Simplex Trading, LLC
NEW69—+69——$1.7K—2026-11-04
TD Waterhouse Canada Inc.
UNCHANGED555500%$1.4K$1.3K-$472026-10-16
EverSource Wealth Advisors, LLC
UNCHANGED505000%$1.2K$1.2K-$222026-11-04
Blue Bell Private Wealth Management, LLC
UNCHANGED252500%$621$610-$112026-10-29
Creative Capital Management Investments LLC
NEW22—+22——$534—2026-10-28
Dhjj Financial Advisors, Ltd.
DECREASED912-3-25%$297$219-$782026-10-23
Blue Trust, Inc.
NEW2—+2——$60—2026-10-15
Foresight Capital Management Advisors, Inc.
NEW1—+1——$24—2026-10-27
Cox Capital Mgt LLC
CLOSED023,479-23,479-100%$579.7K$0-$579.7K2026-10-07
International Assets Investment Management, LLC
CLOSED0625-625-100%$15.8K$0-$15.8K2026-11-02
Salem Investment Counselors Inc
CLOSED095-95-100%$2.4K$0-$2.4K2026-10-13
Institute for Wealth Management, Llc.
CLOSED061-61-100%$1.5K$0-$1.5K2026-11-06
Morgan Stanley
N/A—285,509-285,509-100%$7.0M———
Bank of America Corp
N/A—212,617-212,617-100%$5.2M———
Raymond James Financial Inc
N/A—143,397-143,397-100%$3.5M———
UBS Group AG
N/A—136,507-136,507-100%$3.4M———
Wells Fargo & Company
N/A—127,470-127,470-100%$3.1M———
Stamos Capital Partners, L.P.
N/A—93,220-93,220-100%$2.3M———
Citadel Advisors LLC
N/A—79,337-79,337-100%$2.0M———
Ameriprise Financial Inc
N/A—66,229-66,229-100%$1.6M———
Susquehanna International Group, LLP
N/A—64,164-64,164-100%$1.6M———
Flow Traders U.S. LLC
N/A—55,315-55,315-100%$1.4M———
Jane Street Group, LLC
N/A—36,778-36,778-100%$908.0K———
Jones Financial Companies Lllp
N/A—34,031-34,031-100%$847.4K———
Royal Bank of Canada
N/A—21,157-21,157-100%$522.0K———
HRT Financial LP
N/A—20,979-20,979-100%$517.0K———
IHT Wealth Management, LLC
N/A—17,190-17,190-100%$424.4K———
Mercer Global Advisors Inc
N/A—13,643-13,643-100%$336.8K———
Sanctuary Advisors, LLC
N/A—13,557-13,557-100%$334.7K———
Stelac Advisory Services LLC
N/A—13,481-13,481-100%$332.8K———
Stifel Financial Corp
N/A—13,109-13,109-100%$323.7K———
Cetera Investment Advisers
N/A—12,949-12,949-100%$319.7K———
Stratos Wealth Partners, Ltd.
N/A—12,236-12,236-100%$302.1K———
Osaic Holdings, Inc.
N/A—9,394-9,394-100%$232.1K———
Beacon Pointe Advisors, LLC
N/A—8,600-8,600-100%$212.3K———
Jaffetilchin Investment Partners, LLC
N/A—8,204-8,204-100%$202.6K———
JPMorgan Chase & Co
N/A—5,093-5,093-100%$127.6K———
Rockefeller Capital Management L.P.
N/A—2,874-2,874-100%$71.0K———
Banque Cantonale Vaudoise
N/A—1,927-1,927-100%$48.0K———
FMR LLC
N/A—1,518-1,518-100%$37.5K———
Steward Partners Investment Advisory, LLC
N/A—1,042-1,042-100%$25.7K———
BFC Planning, Inc.
N/A—498-498-100%$12.3K———
NewEdge Advisors, LLC
N/A—282-282-100%$7.0K———
National Bank of Canada
N/A—259-259-100%$6.4K———
Global Retirement Partners, LLC
N/A—251-251-100%$6.2K———
Qube Research & Technologies Ltd
N/A—248-248-100%$6.1K———
Ritter Daniher Financial Advisory LLC / de
N/A—230-230-100%$5.7K———
Rothschild Investment LLC
N/A—198-198-100%$4.9K———
Arax Advisory Partners
N/A—192-192-100%$4.7K———
Atlantic Union Bankshares Corp
N/A—81-81-100%$2.0K———
Northwestern Mutual Wealth Management Co
N/A—4-4-100%$99———
Showing 88 of 88 institutions