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Global X FinTech ETF (FINX) Institutional Ownership

Global X FinTech ETF logo
$25.02 -0.02 (-0.08%)
As of 07/24/2026 03:59 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Global X FinTech ETF (NASDAQ:FINX)

Number of
Institutional Buyers
(last 12 months)
48
Total
Institutional Inflows
(last 12 months)
$23.57M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$13.59M
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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
5/19/2026Bank of America Corp DE409,022$9.45M0.0%-41.9%5.403%
5/18/2026Royal Bank of Canada27,231$629K0.0%-17.3%0.360%
5/13/2026Cetera Investment Advisers14,014$324K0.0%-83.6%0.185%
5/8/2026PNC Financial Services Group Inc.18,273$422K0.0%-7.7%0.241%
5/5/2026Wealthfront Advisers LLC17,712$409K0.0%+11.0%0.234%
5/5/2026Sherman Asset Management Inc.1,157$27K0.0%N/A0.015%
5/5/2026Sanctuary Advisors LLC27,047$625K0.0%-16.2%0.357%
4/27/2026Moran Wealth Management LLC89,744$2.07M0.1%+71.2%1.186%
3/17/2026Rockefeller Capital Management L.P.4,327$127K0.0%+15.0%0.052%
2/18/2026NewEdge Advisors LLC2,381$70K0.0%+47.0%0.029%
2/17/2026Cetera Investment Advisers85,471$2.52M0.0%+8.3%1.024%
2/17/2026GeoWealth Management LLC7,205$212K0.0%-13.9%0.086%
2/17/2026Osaic Holdings Inc.11,219$331K0.0%-16.1%0.134%
2/17/2026Royal Bank of Canada32,924$969K0.0%-3.4%0.394%
2/13/2026Kestra Advisory Services LLC1,703$50K0.0%N/A0.020%
2/13/2026CreativeOne Wealth LLC38,564$1.14M0.0%+4.2%0.462%
2/13/2026J. Mark Nickell & Co.8,466$249K0.2%N/A0.101%
2/13/2026Wells Fargo & Company MN87,976$2.59M0.0%+7.6%1.054%
2/12/2026HRT Financial LP14,243$419K0.0%+109.7%0.171%
2/12/2026Stelac Advisory Services LLC4,603$136K0.0%-28.6%0.055%
2/12/2026Stamos Capital Partners L.P.65,569$1.93M0.3%+101.7%0.785%
2/11/2026LPL Financial LLC298,280$8.78M0.0%-8.6%3.572%
2/10/2026Northwestern 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%
2/6/2026PNC Financial Services Group Inc.19,806$583K0.0%+2.2%0.237%
2/6/2026HighTower Advisors LLC33,203$977K0.0%-1.3%0.398%
2/5/2026Northwestern Mutual Wealth Management Co.96,312$2.83M0.0%+14,063.5%1.153%
2/4/2026Legacy Financial Advisors Inc.11,355$334K0.0%+28.8%0.136%
2/3/2026 RFG Advisory LLC24,698$727K0.0%+7.6%0.296%
1/30/2026Wealthfront Advisers LLC15,958$470K0.0%-3.1%0.190%
1/29/2026UBS Group AG141,900$4.18M0.0%-4.2%1.685%
1/29/2026Sanctuary Advisors LLC32,267$950K0.0%+172.7%0.383%
1/28/2026 APS Management Group Inc.10,483$309K0.3%-13.9%0.125%
1/26/2026Moran 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%
1/23/2026Valley National Advisers Inc.5,919$174K0.0%-42.3%0.070%
1/23/2026Blue Sky Capital Consultants Group Inc.140,036$4.12M1.8%+1.7%1.646%
1/20/2026Stratos Wealth Partners LTD.14,153$417K0.0%-3.5%0.165%
1/20/2026 Toth Financial Advisory Corp6,073$179K0.0%N/A0.071%
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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%
12/18/2025Advisors Management Group Inc. ADV12,501$419K0.1%-4.5%0.140%
11/17/2025NewEdge Advisors LLC1,620$54K0.0%-83.2%0.018%
11/17/2025Susquehanna International Group LLP60,554$2.03M0.0%N/A0.677%
11/17/2025Bank of America Corp DE392,907$13.17M0.0%+9.8%4.390%
11/17/2025Ameriprise Financial Inc.141,472$4.74M0.0%+43.4%1.581%
11/14/2025Creative Planning12,086$405K0.0%+3.6%0.135%
11/14/2025Raymond James Financial Inc.100,401$3.37M0.0%+17.8%1.122%
11/14/2025Scotia Capital Inc.156,456$5.25M0.0%+3.0%1.748%
11/13/2025GeoWealth Management LLC8,368$280K0.0%-11.3%0.093%
11/13/2025Stelac Advisory Services LLC6,447$216K0.1%-48.8%0.072%
11/13/2025Sei Investments Co.10,924$366K0.0%+63.9%0.122%
11/13/2025UBS Group AG148,085$4.96M0.0%+1.5%1.655%
11/13/2025Banque Cantonale Vaudoise2,179$73K0.0%N/A0.024%
11/13/2025Gerber Kawasaki Wealth & Investment Management130,617$4.38M0.2%-4.2%1.459%
11/13/2025CreativeOne Wealth LLC37,000$1.24M0.0%-23.9%0.413%
11/10/2025Legacy Financial Advisors Inc.8,813$295K0.0%N/A0.098%
11/7/2025PNC Financial Services Group Inc.19,387$650K0.0%+3.8%0.217%
11/6/2025Wealthfront 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%
11/5/2025Envestnet Asset Management Inc.76,694$2.57M0.0%+15.7%0.857%
11/4/2025Jones Financial Companies Lllp19,586$655K0.0%+11.3%0.219%
11/4/2025Thrivent 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%
10/23/2025Moran 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%
10/22/2025Blue 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%
10/17/2025Valley 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%
9/4/2025Osaic Holdings Inc.13,439$460K0.0%+7.3%0.148%
8/15/2025Bank of America Corp DE357,676$12.24M0.0%-12.0%3.952%
8/15/2025Ameriprise Financial Inc.98,635$3.38M0.0%+0.3%1.090%
8/14/2025Jane Street Group LLC47,934$1.64M0.0%+410.4%0.530%
8/14/2025Raymond James Financial Inc.85,218$2.92M0.0%+12.5%0.942%
8/14/2025Sei Investments Co.6,666$228K0.0%N/A0.074%
8/14/2025NewEdge Advisors LLC9,620$329K0.0%+731.5%0.106%
8/14/2025Stamos Capital Partners L.P.39,692$1.36M0.2%+9.5%0.439%
8/14/2025Gerber Kawasaki Wealth & Investment Management136,365$4.67M0.2%+12.0%1.507%
8/13/2025Twin Peaks Wealth Advisors LLC3,593$119K0.0%N/A0.040%
8/13/2025Scotia Capital Inc.151,959$5.20M0.0%+2.3%1.679%
8/12/2025CreativeOne Wealth LLC48,591$1.66M0.0%-1.0%0.537%
8/12/2025AlphaCore Capital LLC1,000$34K0.0%N/A0.011%
8/12/2025MAI Capital Management1,200$41K0.0%-29.4%0.013%
8/12/2025JPMorgan Chase & Co.1,749$60K0.0%-24.2%0.019%
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8/8/2025Cetera Investment Advisers68,706$2.35M0.0%+15.1%0.759%
8/8/2025Creative Planning11,662$399K0.0%+52.2%0.129%
8/8/2025Phoenix Wealth Advisors35,219$1.21M0.5%-1.1%0.389%
8/7/2025Cascade Financial Partners LLC7,000$240K0.0%N/A0.077%
8/5/2025Huntington National Bank1,566$54K0.0%N/A0.017%
8/4/2025Creative Financial Designs Inc. ADV4,363$149K0.0%-49.1%0.048%
8/1/2025Envestnet Asset Management Inc.66,314$2.27M0.0%+11.7%0.733%
7/31/2025Blue Sky Capital Consultants Group Inc.134,280$4.60M2.3%+2.4%1.484%
7/29/2025Joseph P. Lucia & Associates LLC6,098$209K0.1%N/A0.067%
7/28/2025Harbour Investments Inc.3,228$110K0.0%+15.0%0.036%


FINX Institutional Ownership - Frequently Asked Questions

During the previous two years, 93 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 76 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 746,413 shares in the last 24 months. This purchase volume represents approximately $23.57M in transactions.

Of the 26 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 ($343.50K), Cetera Investment Advisers ($71.46K), LPL Financial LLC ($27.99K), CreativeOne Wealth LLC ($12.10K), AAFMAA Wealth Management & Trust LLC ($12.06K), NewEdge Advisors LLC ($8K), and Stelac Advisory Services LLC ($8.00K).

Institutional investors have sold a total of 529,107 shares in the last 24 months. This volume of shares sold represents approximately $13.59M in transactions.


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This page (NASDAQ:FINX) was last updated on 7/27/2026 by MarketBeat.com Staff.
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