Who Owns GLOBAL X FDS (FINX)? -- Institutional Holders (2026-06-30)
30 institutions reported holding $9.1M of GLOBAL X FDS (FINX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Blue Sky Capital Consultants Group, Inc. ($3.7M), Farther Finance Advisors, LLC ($1.6M), CITIGROUP INC ($938,664), Phoenix Wealth Advisors ($844,842), Archford Capital Strategies, LLC ($591,005). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Blue Sky Capital Consultants Group, Inc. | $3.7M | 151,521 | Added |
| 2 | Farther Finance Advisors, LLC | $1.6M | 64,189 | Added |
| 3 | CITIGROUP INC | $938,664 | 38,018 | Added |
| 4 | Phoenix Wealth Advisors | $844,842 | 34,218 | Added |
| 5 | Archford Capital Strategies, LLC | $591,005 | 23,937 | Added |
| 6 | Cox Capital Mgt LLC | $579,697 | 23,479 | New |
| 7 | ADVISORS MANAGEMENT GROUP INC /ADV | $304,000 | 12,340 | Trimmed |
| 8 | NORTHBRIDGE FINANCIAL GROUP, LLC | $228,673 | 9,262 | Trimmed |
| 9 | VALLEY NATIONAL ADVISERS INC | $67,577 | 2,737 | Trimmed |
| 10 | SBI Securities Co., Ltd. | $46,713 | 1,892 | Trimmed |
| 11 | CDKV HOLDINGS LLC | $29,879 | 1,210 | Trimmed |
| 12 | CoreCap Advisors, LLC | $26,592 | 1,077 | Hold |
| 13 | DUNCKER STREETT & CO INC | $25,300 | 1,025 | Hold |
| 14 | CREATIVE FINANCIAL DESIGNS INC /ADV | $25,159 | 1,019 | Added |
| 15 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | $18,518 | 750 | Hold |
| 16 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $15,831 | 625 | Hold |
| 17 | Ritter Daniher Financial Advisory LLC / DE | $5,679 | 230 | Hold |
| 18 | Harbor Asset Planning, Inc. | $5,351 | 217 | Trimmed |
| 19 | Asset Dedication, LLC | $3,827 | 155 | Hold |
| 20 | IFP Advisors, Inc | $3,333 | 135 | Hold |
| 21 | SALEM INVESTMENT COUNSELORS INC | $2,350 | 95 | Hold |
| 22 | Institute for Wealth Management, LLC. | $1,501 | 61 | New |
| 23 | TD Waterhouse Canada Inc. | $1,389 | 55 | Hold |
| 24 | EverSource Wealth Advisors, LLC | $1,235 | 50 | Hold |
| 25 | DHJJ Financial Advisors, Ltd. | $297 | 12 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30