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Disclosery

FINX GLOBAL X FDS

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FINTECH ETF (fund)

101 managers (102 13F filers) reported a position in FINX shares at 2024-12-31, 2,718,556 shares in all. 18 filers opened a position and 10 filers sold out during the quarter.

Managers
101
13F filers
102
New
18
Added
27
Reduced
24
Sold out
10
Shares held by filers
2,718,556

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/370,089$11.6M<0.01%+208,38213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY216,069$6.75M<0.01%+15,96213F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN192,606$6.01M<0.01%+30,02213F-HRTimelineGroup
LPL Financial LLC182,753$5.71M<0.01%+16,33613F-HRTimeline
UBS Group AGin group UBS Group AG177,871$5.55M<0.01%+6,40013F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding141,260$4.43M-53Timeline
SCOTIA CAPITAL INC.139,270$4.35M0.02%new13F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…129,958$4.06M0.18%-2,38313F-HRTimeline
Blue Sky Capital Consultants Group, Inc.128,610$4.02M2.41%13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC67,611$2.11M<0.01%13F-HR/ATimelineGroup
Independent Advisor Alliance54,540$1.7M0.02%new13F-HRTimeline
Cambridge Investment Research Advisors,…47,986$1.5M0.01%+7,56613F-HRTimeline
Cetera Investment Advisers42,132$1.32M<0.01%+27513F-HRTimeline
Silverleafe Capital Partners, LLC42,005$1.31M0.42%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…40,194$1.25M<0.01%+11,89913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC40,094$1.25M<0.01%-2,53013F-HRTimelineGroup
Stamos Capital Partners, L.P.39,660$1.24M0.29%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC37,790$1.18M0.04%-8,68313F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC35,849$1.12M<0.01%-18013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC35,830$1.12M<0.01%+1,12713F-HRTimeline
Phoenix Wealth Advisors35,171$1.1M0.48%-9913F-HRTimeline
HighTower Advisors, LLC32,700$1.02M<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA28,360$885K<0.01%-5,08613F-HRTimelineGroup
FLOW TRADERS U.S. LLC26,394$824K0.03%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO22,869$714K<0.01%-4,16513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC20,747$648K<0.01%+2,97813F-HRTimelineGroup
Insight Advisors, LLC/ PA18,749$589K0.1%-8,30913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…18,836$588K<0.01%+3513F-HRTimelineGroup
Wealthfront Advisers LLC18,681$583K<0.01%+74613F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.18,393$575K<0.01%+1,63813F-HR/ATimelineGroup
VALLEY NATIONAL ADVISERS INC15,924$497K0.09%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.15,904$497K0.01%+41813F-HRTimelineGroup
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD15,258$476K0.01%013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP15,142$473K<0.01%+24713F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC14,862$466K0.02%new13F-HRTimeline
Archford Capital Strategies, LLC12,515$391K0.06%-3,56513F-HRTimeline
MML INVESTORS SERVICES, LLC12,409$387K<0.01%+14613F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV11,978$374K0.09%+1713F-HRTimeline
Key Client Fiduciary Advisors, LLC11,336$354K0.16%-50013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP9,684$302K<0.01%+5,09513F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV9,674$302K0.02%-7,90713F-HRTimeline
Stelac Advisory Services LLC9,627$302K0.12%013F-HRTimeline
Sanctuary Advisors, LLC8,927$299K<0.01%+1,53613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC9,291$290K<0.01%-11,99713F-HRTimelineGroup
Atria Wealth Solutions, Inc.8,955$281K<0.01%013F-HRTimeline
Financial Advocates Investment Manageme…8,919$278K0.02%-413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS8,552$267K<0.01%-76913F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.8,190$256K<0.01%-10013F-HRTimelineGroup
Jaffetilchin Investment Partners, LLC8,116$253K0.02%013F-HRTimeline
Beacon Pointe Advisors, LLC7,732$241K<0.01%013F-HRTimeline
Joseph P. Lucia & Associates, LLC7,695$240K0.11%-38013F-HRTimeline
Cascade Financial Partners, LLC7,400$231K0.03%013F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC7,279$228K0.04%new13F-HRTimelineGroup
IHT Wealth Management, LLC6,875$215K0.01%-70313F-HRTimeline
GeoWealth Management, LLC6,672$208K0.01%-80413F-HRTimeline
Tradition Wealth Management, LLC6,631$207K0.02%new13F-HRTimeline
GERBER, LLC6,570$205K0.15%new13F-HRTimeline
Norris Financial Group, LLC6,512$203K0.1%new13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC6,020$188K<0.01%013F-HR/ATimelineGroup
HARBOUR INVESTMENTS, INC.3,158$98.6K<0.01%+813F-HRTimeline
Creative Planningin group Creative Planning3,017$94.2K<0.01%new13F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\2,473$77.2K<0.01%+35813F-HRTimelineGroup
SBI Securities Co., Ltd.2,285$71.3K<0.01%13F-HRTimeline
MAI Capital Management2,200$68.7K<0.01%new13F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …1,960$61K<0.01%013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,778$55.5K<0.01%+1,68813F-HRTimelineGroup
BLAIR WILLIAM & CO/IL1,474$46K<0.01%013F-HRTimeline
Legend Financial Advisors, Inc.1,361$42.5K0.03%+36113F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,310$40.9K<0.01%new13F-HRTimelineGroup
DUNCKER STREETT & CO INC1,079$33.7K0.01%013F-HRTimeline
CoreCap Advisors, LLC1,065$33.3K<0.01%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA980$30.6K<0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC764$23.9K<0.01%-26113F-HRTimeline
Steward Partners Investment Advisory, L…653$20.4K<0.01%+35813F-HRTimeline
Sound Income Strategies, LLC557$17.4K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC536$16.7K<0.01%-5713F-HRTimelineGroup
AdvisorNet Financial, Inc534$16.7K<0.01%013F-HRTimeline
Parallel Advisors, LLC507$15.8K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC419$13.1K<0.01%013F-HRTimeline
Global Retirement Partners, LLC251$7.84K<0.01%+16613F-HRTimeline
Archer Investment Corp248$7.74K<0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…230$7.18K<0.01%013F-HRTimeline
Wingate Wealth Advisors, Inc.229$7.14K0.01%13F-HRTimeline
Lindbrook Capital, LLC221$6.9K<0.01%-4,00013F-HRTimeline
ROTHSCHILD INVESTMENT LLC198$6.18K<0.01%013F-HRTimeline
Asset Dedication, LLC155$4.84K<0.01%013F-HRTimeline
Coppell Advisory Solutions LLC150$4.71K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC142$4.43K<0.01%new13F-HRTimeline
IFP Advisors, Inc135$4.21K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…121$3.78K<0.01%-1,58713F-HRTimeline
SALEM INVESTMENT COUNSELORS INC120$3.77K<0.01%-3013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Qube Research & Technologies Ltd117$3.65K<0.01%+10013F-HRTimeline
SIMPLEX TRADING, LLC100$3K<0.01%new13F-HRTimeline
Sandy Spring Bank80$2.5K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.55$1.72K<0.01%013F-HRTimeline
AE Wealth Management LLC51$1.59K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…50$1.56K<0.01%013F-HRTimelineGroup
Hexagon Capital Partners LLC30$937<0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC25$785<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.12$375<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.