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Global X FinTech ETF (FINX) Institutional Ownership

Global X FinTech ETF logo
$27.45 -0.47 (-1.68%)
As of 04:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for Global X FinTech ETF (NASDAQ:FINX)

Number of
Institutional Buyers
(last 12 months)
44
Total
Institutional Inflows
(last 12 months)
$21.24M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$11.70M
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FINX Institutional Buying and Selling by Quarter

Global X FinTech ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/2/2026 Citadel Advisors LLC79,337$1.96M0.0%N/A1.211%
8/20/2026 RPg Family Wealth Advisory LLC15,260$377K0.1%N/A0.233%
8/20/2026 Risk Paradigm Group LLC15,260$377K0.3%N/A0.233%
8/20/2026 Headlands Technologies LLC4,691$116K0.0%N/A0.072%
5/19/2026 Bank of America Corp DE409,022$9.45M0.0%-41.9%5.403%
5/18/2026 Royal Bank of Canada27,231$629K0.0%-17.3%0.360%
5/13/2026 Cetera Investment Advisers14,014$324K0.0%-83.6%0.185%
5/8/2026 PNC Financial Services Group Inc.18,273$422K0.0%-7.7%0.241%
5/5/2026 Wealthfront Advisers LLC17,712$409K0.0%+11.0%0.234%
5/5/2026 Sherman Asset Management Inc.1,157$27K0.0%N/A0.015%
5/5/2026 Sanctuary Advisors LLC27,047$625K0.0%-16.2%0.357%
4/27/2026 Moran Wealth Management LLC89,744$2.07M0.1%+71.2%1.186%
3/17/2026 Rockefeller Capital Management L.P.4,327$127K0.0%+15.0%0.052%
2/18/2026 NewEdge Advisors LLC2,381$70K0.0%+47.0%0.029%
2/17/2026 Cetera Investment Advisers85,471$2.52M0.0%+8.3%1.024%
2/17/2026 GeoWealth Management LLC7,205$212K0.0%-13.9%0.086%
2/17/2026 Osaic Holdings Inc.11,219$331K0.0%-16.1%0.134%
2/17/2026 Royal Bank of Canada32,924$969K0.0%-3.4%0.394%
2/13/2026 Kestra Advisory Services LLC1,703$50K0.0%N/A0.020%
2/13/2026 CreativeOne Wealth LLC38,564$1.14M0.0%+4.2%0.462%
2/13/2026 J. Mark Nickell & Co.8,466$249K0.2%N/A0.101%
2/13/2026 Wells Fargo & Company MN87,976$2.59M0.0%+7.6%1.054%
2/12/2026 HRT Financial LP14,243$419K0.0%+109.7%0.171%
2/12/2026 Stelac Advisory Services LLC4,603$136K0.0%-28.6%0.055%
2/12/2026 Stamos Capital Partners L.P.65,569$1.93M0.3%+101.7%0.785%
2/11/2026 LPL Financial LLC298,280$8.78M0.0%-8.6%3.572%
2/10/2026 Northwestern Mutual Wealth Management Co.1,196$35K0.0%+75.9%0.014%
2/6/2026 Northbridge Financial Group LLC9,143$269K0.1%N/A0.109%
2/6/2026 PNC Financial Services Group Inc.19,806$583K0.0%+2.2%0.237%
2/6/2026 HighTower Advisors LLC33,203$977K0.0%-1.3%0.398%
2/5/2026 Northwestern Mutual Wealth Management Co.96,312$2.83M0.0%+14,063.5%1.153%
2/4/2026 Legacy Financial Advisors Inc.11,355$334K0.0%+28.8%0.136%
2/3/2026 RFG Advisory LLC24,698$727K0.0%+7.6%0.296%
1/30/2026 Wealthfront Advisers LLC15,958$470K0.0%-3.1%0.190%
1/29/2026 UBS Group AG141,900$4.18M0.0%-4.2%1.685%
1/29/2026 Sanctuary Advisors LLC32,267$950K0.0%+172.7%0.383%
1/28/2026 APS Management Group Inc.10,483$309K0.3%-13.9%0.125%
1/26/2026 Moran Wealth Management LLC52,415$1.54M0.0%+58.4%0.616%
1/26/2026 Mirae Asset Global Investments Co. Ltd.90,000$2.65M0.0%+74.8%1.058%
1/23/2026 Farther Finance Advisors LLC29,977$882K0.0%+91.1%0.352%
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1/23/2026 Valley National Advisers Inc.5,919$174K0.0%-42.3%0.070%
1/23/2026 Blue Sky Capital Consultants Group Inc.140,036$4.12M1.8%+1.7%1.646%
1/20/2026 Stratos Wealth Partners LTD.14,153$417K0.0%-3.5%0.165%
1/20/2026 Toth Financial Advisory Corp6,073$179K0.0%N/A0.071%
1/15/2026 Archford Capital Strategies LLC17,931$528K0.1%+3.5%0.209%
1/7/2026 AAFMAA Wealth Management & Trust LLC40,442$1.19M0.5%-23.0%0.475%
12/18/2025 Advisors Management Group Inc. ADV12,501$419K0.1%-4.5%0.140%
11/17/2025 NewEdge Advisors LLC1,620$54K0.0%-83.2%0.018%
11/17/2025 Susquehanna International Group LLP60,554$2.03M0.0%N/A0.677%
11/17/2025 Bank of America Corp DE392,907$13.17M0.0%+9.8%4.390%
11/17/2025 Ameriprise Financial Inc.141,472$4.74M0.0%+43.4%1.581%
11/14/2025 Creative Planning12,086$405K0.0%+3.6%0.135%
11/14/2025 Raymond James Financial Inc.100,401$3.37M0.0%+17.8%1.122%
11/14/2025 Scotia Capital Inc.156,456$5.25M0.0%+3.0%1.748%
11/13/2025 GeoWealth Management LLC8,368$280K0.0%-11.3%0.093%
11/13/2025 Stelac Advisory Services LLC6,447$216K0.1%-48.8%0.072%
11/13/2025 Sei Investments Co.10,924$366K0.0%+63.9%0.122%
11/13/2025 UBS Group AG148,085$4.96M0.0%+1.5%1.655%
11/13/2025 Banque Cantonale Vaudoise2,179$73K0.0%N/A0.024%
11/13/2025 Gerber Kawasaki Wealth & Investment Management130,617$4.38M0.2%-4.2%1.459%
11/13/2025 CreativeOne Wealth LLC37,000$1.24M0.0%-23.9%0.413%
11/10/2025 Legacy Financial Advisors Inc.8,813$295K0.0%N/A0.098%
11/7/2025 PNC Financial Services Group Inc.19,387$650K0.0%+3.8%0.217%
11/6/2025 Wealthfront Advisers LLC16,463$552K0.0%+8.2%0.184%
11/6/2025 RFG Advisory LLC22,948$769K0.0%+69.9%0.256%
11/5/2025 SBI Securities Co. Ltd.1,878$63K0.0%-17.7%0.021%
11/5/2025 Envestnet Asset Management Inc.76,694$2.57M0.0%+15.7%0.857%
11/4/2025 Jones Financial Companies Lllp19,586$655K0.0%+11.3%0.219%
11/4/2025 Thrivent Financial for Lutherans11,860$398K0.0%N/A0.133%
11/3/2025 Mirae Asset Global Investments Co. Ltd.51,500$1.73M0.0%-2.8%0.575%
10/31/2025 BAM Wealth Management LLC6,544$219K0.2%N/A0.073%
10/23/2025 Moran Wealth Management LLC33,081$1.11M0.0%+81.2%0.370%
10/22/2025 APS Management Group Inc.12,182$408K0.3%N/A0.136%
10/22/2025 Blue Sky Capital Consultants Group Inc.137,664$4.61M2.0%+2.5%1.538%
10/17/2025 Archford Capital Strategies LLC17,319$581K0.1%+17.1%0.194%
10/17/2025 Valley National Advisers Inc.10,256$343K0.1%-4.0%0.115%
10/16/2025 Columbus Macro LLC7,623$256K0.0%N/A0.085%
10/14/2025 Highline Wealth Partners LLC2,950$99K0.0%N/A0.033%
10/14/2025 Farther Finance Advisors LLC15,684$526K0.0%+31,268.0%0.175%
9/4/2025 Osaic Holdings Inc.13,439$460K0.0%+7.3%0.148%
8/15/2025 Bank of America Corp DE357,676$12.24M0.0%-12.0%3.952%
8/15/2025 Ameriprise Financial Inc.98,635$3.38M0.0%+0.3%1.090%
8/14/2025 Jane Street Group LLC47,934$1.64M0.0%+410.4%0.530%
8/14/2025 Raymond James Financial Inc.85,218$2.92M0.0%+12.5%0.942%
8/14/2025 Sei Investments Co.6,666$228K0.0%N/A0.074%
8/14/2025 NewEdge Advisors LLC9,620$329K0.0%+731.5%0.106%
8/14/2025 Stamos Capital Partners L.P.39,692$1.36M0.2%+9.5%0.439%
8/14/2025 Gerber Kawasaki Wealth & Investment Management136,365$4.67M0.2%+12.0%1.507%
8/13/2025 Twin Peaks Wealth Advisors LLC3,593$119K0.0%N/A0.040%
8/13/2025 Scotia Capital Inc.151,959$5.20M0.0%+2.3%1.679%
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8/12/2025 CreativeOne Wealth LLC48,591$1.66M0.0%-1.0%0.537%
8/12/2025 AlphaCore Capital LLC1,000$34K0.0%N/A0.011%
8/12/2025 MAI Capital Management1,200$41K0.0%-29.4%0.013%
8/12/2025 JPMorgan Chase & Co.1,749$60K0.0%-24.2%0.019%
8/8/2025 Cetera Investment Advisers68,706$2.35M0.0%+15.1%0.759%
8/8/2025 Creative Planning11,662$399K0.0%+52.2%0.129%
8/8/2025 Phoenix Wealth Advisors35,219$1.21M0.5%-1.1%0.389%
8/7/2025 Cascade Financial Partners LLC7,000$240K0.0%N/A0.077%
8/5/2025 Huntington National Bank1,566$54K0.0%N/A0.017%
8/4/2025 Creative Financial Designs Inc. ADV4,363$149K0.0%-49.1%0.048%


FINX Institutional Ownership - Frequently Asked Questions

During the previous two years, 94 institutional investors and hedge funds held shares of Global X FinTech ETF. The most heavily invested institutionals were Bank of America Corp DE ($9.45M), LPL Financial LLC ($8.78M), Scotia Capital Inc. ($5.25M), Ameriprise Financial Inc. ($4.74M), Gerber Kawasaki Wealth & Investment Management ($4.38M), UBS Group AG ($4.18M), and Blue Sky Capital Consultants Group Inc. ($4.12M).Learn more on Global X FinTech ETF's institutional investors.

Of the 78 institutional investors that purchased Global X FinTech ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank of America Corp DE ($243.61K), Raymond James Financial Inc. ($159.89K), Scotia Capital Inc. ($156.46K), Blue Sky Capital Consultants Group Inc. ($140.04K), Mirae Asset Global Investments Co. Ltd. ($121.16K), Northwestern Mutual Wealth Management Co. ($96.15K), and Moran Wealth Management LLC ($89.74K).

Institutional investors have bought a total of 710,235 shares in the last 24 months. This purchase volume represents approximately $21.24M in transactions.

Of the 22 institutional investors that sold Global X FinTech ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of America Corp DE ($294.56K), Cetera Investment Advisers ($71.46K), LPL Financial LLC ($27.99K), AAFMAA Wealth Management & Trust LLC ($12.06K), CreativeOne Wealth LLC ($11.59K), NewEdge Advisors LLC ($8K), and Stelac Advisory Services LLC ($8.00K).

Institutional investors have sold a total of 473,984 shares in the last 24 months. This volume of shares sold represents approximately $11.70M in transactions.


Related Companies

Institutional ownership data for NASDAQ:FINX is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/2/2026. New 13F filings are added each quarter as they're published.
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