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Global X FinTech ETF (FINX) Institutional Ownership

Global X FinTech ETF logo
$33.73 -0.10 (-0.30%)
Closing price 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)
54
Total
Institutional Inflows
(last 12 months)
$42.09M
Number of
Institutional Sellers
(last 12 months)
31
Total
Institutional Outflows
(last 12 months)
$8.19M
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Skip Chart & View Institutional Buying and Selling Data

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
9/4/2025 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%
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%
8/1/2025 Envestnet Asset Management Inc.66,314$2.27M0.0%+11.7%0.733%
7/31/2025 Blue Sky Capital Consultants Group Inc.134,280$4.60M2.3%+2.4%1.484%
7/29/2025 Joseph P. Lucia & Associates LLC6,098$209K0.1%N/A0.067%
7/28/2025 Harbour Investments Inc.3,228$110K0.0%+15.0%0.036%
7/28/2025 RFG Advisory LLC13,507$462K0.0%N/A0.149%
7/28/2025 Moran Wealth Management LLC18,261$625K0.0%+89.5%0.202%
7/22/2025 Valley National Advisers Inc.10,684$365K0.1%-31.0%0.118%
7/21/2025 Ameritas Advisory Services LLC835$29K0.0%N/A0.009%
7/21/2025 Mirae Asset Global Investments Co. Ltd.53,000$1.81M0.0%-22.1%0.586%
7/17/2025 Halbert Hargrove Global Advisors LLC750$26K0.0%-59.9%0.008%
7/17/2025 Archford Capital Strategies LLC14,787$506K0.1%+17.5%0.163%
7/16/2025 Legend Financial Advisors Inc.1,000$34K0.0%N/A0.011%
7/16/2025 AAFMAA Wealth Management & Trust LLC52,567$1.80M0.7%+7.2%0.581%
7/9/2025 Key Client Fiduciary Advisors LLC8,912$305K0.1%-3.8%0.098%
5/19/2025Jane Street Group LLC9,391$259K0.0%N/A0.101%
5/16/2025NewEdge Advisors LLC1,157$32K0.0%+51.4%0.012%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.38,983$1.07M0.0%-31.9%0.420%
5/15/2025Royal Bank of Canada27,239$749K0.0%-4.0%0.293%
5/15/2025MAI Capital Management1,700$47K0.0%-22.7%0.018%
5/15/2025Gerber Kawasaki Wealth & Investment Management121,743$3.36M0.2%-6.3%1.310%
5/14/2025CreativeOne Wealth LLC49,099$1.35M0.0%+29.9%0.529%
5/14/2025Phoenix Wealth Advisors35,621$982K0.4%+1.3%0.383%
5/14/2025Flow Traders U.S. LLC48,601$1.34M0.1%+84.1%0.523%
5/9/2025Blue Sky Capital Consultants Group Inc.131,091$3.61M2.4%+1.9%1.411%
5/9/2025Scotia Capital Inc.148,611$4.10M0.0%+6.7%1.600%
5/8/2025US Bancorp DE2,115$58K0.0%-14.5%0.023%
5/8/2025Harbour Investments Inc.2,807$77K0.0%-11.1%0.030%
5/7/2025LPL Financial LLC233,801$6.44M0.0%+27.9%2.517%
5/7/2025Accretive Wealth Partners LLC7,200$204K0.1%N/A0.078%
5/6/2025Cetera Investment Advisers59,702$1.65M0.0%+41.7%0.643%
5/2/2025Wealthfront Advisers LLC15,056$415K0.0%-19.4%0.162%
4/30/2025Stratos Wealth Partners LTD.14,669$404K0.0%-7.8%0.158%
4/29/2025Envestnet Asset Management Inc.59,371$1.64M0.0%+48.1%0.639%
4/25/2025Advisors Management Group Inc. ADV13,330$367K0.1%+11.3%0.143%
4/25/2025Valley National Advisers Inc.15,493$426K0.1%-2.7%0.166%
4/24/2025Mirae Asset Global Investments Co. Ltd.68,000$1.88M0.0%-19.0%0.729%
4/23/2025Creative Financial Designs Inc. ADV8,580$236K0.0%-11.3%0.092%
4/23/2025Moran Wealth Management LLC9,634$266K0.0%N/A0.103%
4/22/2025Cambridge Investment Research Advisors Inc.41,776$1.15M0.0%-12.9%0.448%
4/18/2025Halbert Hargrove Global Advisors LLC1,872$52K0.0%N/A0.020%
4/11/2025AAFMAA Wealth Management & Trust LLC49,029$1.35M0.6%N/A0.517%
4/11/2025Insight Advisors LLC PA14,387$397K0.1%-23.3%0.152%
4/10/2025Key Client Fiduciary Advisors LLC9,262$255K0.1%-18.3%0.098%
2/19/2025Blue Sky Capital Consultants Group Inc.128,610$4.02M2.4%N/A1.280%
2/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.57,260$1.79M0.0%-9.0%0.570%
2/17/2025Captrust Financial Advisors8,552$267K0.0%-8.3%0.085%
2/17/2025Bank of America Corp DE370,089$11.55M0.0%+128.9%3.682%
2/17/2025Ameriprise Financial Inc.20,747$648K0.0%+16.8%0.206%
2/14/2025Gerber Kawasaki Wealth & Investment Management129,958$4.06M0.2%-1.8%1.293%
2/14/2025IHT Wealth Management LLC6,875$215K0.0%-9.3%0.068%
2/14/2025Tradition Wealth Management LLC6,631$207K0.0%N/A0.066%
2/14/2025GeoWealth Management LLC6,672$208K0.0%-10.8%0.066%
2/13/2025CreativeOne Wealth LLC37,790$1.18M0.0%-18.7%0.376%
2/13/2025Stamos Capital Partners L.P.39,660$1.24M0.3%N/A0.395%
2/13/2025Scotia Capital Inc.139,270$4.35M0.0%N/A1.386%
2/13/2025Raymond James Financial Inc.67,611$2.11M0.0%N/A0.673%
2/13/2025Russell Investments Group Ltd.1,310$41K0.0%N/A0.013%
2/13/2025Envestnet Asset Management Inc.40,094$1.25M0.0%-5.9%0.399%
2/13/2025Wells Fargo & Company MN192,606$6.01M0.0%+18.5%1.916%
2/12/2025National Bank of Canada FI1,778$56K0.0%+1,875.6%0.018%
2/12/2025JPMorgan Chase & Co.22,869$714K0.0%-15.4%0.228%
2/11/2025LPL Financial LLC182,753$5.71M0.0%+9.8%1.818%
2/10/2025Creative Financial Designs Inc. ADV9,674$302K0.0%-45.0%0.096%
2/10/2025Commonwealth Equity Services LLC35,830$1.12M0.0%+3.2%0.357%
2/10/2025Gerber LLC6,570$205K0.1%N/A0.065%
2/7/2025Independent Advisor Alliance54,540$1.70M0.0%N/A0.543%
2/7/2025Ashton Thomas Private Wealth LLC14,862$466K0.0%N/A0.148%
2/6/2025Raymond James Financial Inc.67,611$2.11M0.0%N/A0.673%
2/6/2025SBI Securities Co. Ltd.2,285$71K0.0%N/A0.023%
2/6/2025Jones Financial Companies Lllp9,684$302K0.0%+111.0%0.096%
2/5/2025US Bancorp DE2,473$77K0.0%+16.9%0.025%
1/31/2025Sanctuary Advisors LLC8,927$299K0.0%+20.8%0.089%
1/28/2025Advisors Preferred LLC7,279$228K0.0%N/A0.072%
1/27/2025Insight Advisors LLC PA18,749$589K0.1%-30.7%0.187%
1/27/2025Mirae Asset Global Investments Co. Ltd.84,000$2.64M0.0%+7.1%0.836%
1/27/2025Stratos Wealth Partners LTD.15,904$497K0.0%+2.7%0.158%
1/24/2025Valley National Advisers Inc.15,924$497K0.1%N/A0.158%
1/22/2025Joseph P. Lucia & Associates LLC7,695$240K0.1%-4.7%0.077%
1/21/2025Archford Capital Strategies LLC12,515$391K0.1%-22.2%0.125%
(Data available from 1/1/2016 forward)

FINX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FINX shares?

During the previous two years, 101 institutional investors and hedge funds held shares of Global X FinTech ETF. The most heavily invested institutionals were PNC Financial Services Group Inc. ($30.83M), Bank of America Corp DE ($12.24M), UBS Group AG ($9.21M), LPL Financial LLC ($6.44M), Wells Fargo & Company MN ($6.01M), Scotia Capital Inc. ($5.20M), and Gerber Kawasaki Wealth & Investment Management ($4.67M).Learn more on Global X FinTech ETF's institutional investors.

Which institutional investors have been buying Global X FinTech ETF's stock?

Of the 79 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 ($208.38K), Mirae Asset Global Investments Co. Ltd. ($205.77K), MONECO Advisors LLC ($152.32K), Scotia Capital Inc. ($151.96K), Raymond James Financial Inc. ($144.71K), Blue Sky Capital Consultants Group Inc. ($134.28K), and LPL Financial LLC ($83.41K).

How much institutional buying is happening at Global X FinTech ETF?

Institutional investors have bought a total of 1,371,297 shares in the last 24 months. This purchase volume represents approximately $42.09M in transactions.

Which of Global X FinTech ETF's major shareholders have been selling company stock?

Of the 31 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: JPMorgan Chase & Co. ($69.46K), Bank of America Corp DE ($48.94K), Mirae Asset Global Investments Co. Ltd. ($31K), MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($23.93K), CreativeOne Wealth LLC ($15.66K), Creative Financial Designs Inc. ADV ($13.22K), and Insight Advisors LLC PA ($12.67K).

How much institutional selling is happening at Global X FinTech ETF?

Institutional investors have sold a total of 271,290 shares in the last 24 months. This volume of shares sold represents approximately $8.19M in transactions.


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This page (NASDAQ:FINX) was last updated on 9/12/2025 by MarketBeat.com Staff
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