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Disclosery

FINX GLOBAL X FDS

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FINTECH ETF (fund)

98 managers (98 13F filers) reported a position in FINX shares at 2025-06-30, 2,622,538 shares in all. 15 filers opened a position and 15 filers sold out during the quarter.

Managers
98
13F filers
98
New
15
Added
29
Reduced
24
Sold out
15
Shares held by filers
2,622,538

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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/357,676$12.2M<0.01%-48,93713F-HRTimelineGroup
LPL Financial LLC248,296$8.5M<0.01%+14,49513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY224,491$7.68M<0.01%-5,68113F-HRTimelineGroup
SCOTIA CAPITAL INC.151,959$5.2M0.02%+3,34813F-HRTimeline
UBS Group AGin group UBS Group AG145,846$4.99M<0.01%-56,10513F-HRTimelineGroup
Gerber Kawasaki Wealth & Investment Man…136,365$4.67M0.18%+14,62213F-HRTimeline
Blue Sky Capital Consultants Group, Inc.134,280$4.6M2.36%+3,18913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC98,635$3.38M<0.01%+30913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC85,218$2.92M<0.01%+9,48513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN71,405$2.44M<0.01%-77,32913F-HRTimelineGroup
Cetera Investment Advisers68,706$2.35M<0.01%+9,00413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC66,314$2.27M<0.01%+6,94313F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding53,000$1.81M-53,983Timeline
AAFMAA Wealth Management & Trust LLC52,567$1.8M0.74%+3,53813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC48,591$1.66M0.04%-50813F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC47,934$1.64M<0.01%+38,54313F-HRTimelineGroup
Cambridge Investment Research Advisors,…42,244$1.45M<0.01%+46813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC40,612$1.39M<0.01%+21413F-HRTimeline
Stamos Capital Partners, L.P.39,692$1.36M0.24%+3,43413F-HRTimeline
Phoenix Wealth Advisors35,219$1.21M0.5%-40213F-HRTimeline
HighTower Advisors, LLC32,713$1.12M<0.01%+1313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC32,310$1.11M<0.01%-78713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA26,265$899K<0.01%-97413F-HR/ATimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…18,684$639K<0.01%-25113F-HRTimelineGroup
Moran Wealth Management, LLC18,261$625K0.02%+8,62713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP17,592$593K<0.01%+2,94913F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP16,420$562K<0.01%+14413F-HRTimelineGroup
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD15,258$522K0.01%013F-HRTimelineGroup
Wealthfront Advisers LLC15,219$521K<0.01%+16313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC15,132$518K<0.01%-14,85713F-HRTimelineGroup
Archford Capital Strategies, LLC14,787$506K0.06%+2,19813F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.14,468$495K0.01%-20113F-HRTimelineGroup
RFG Advisory, LLC13,507$462K0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.13,439$460K<0.01%+90913F-HR/ATimelineGroup
ADVISORS MANAGEMENT GROUP INC /ADV13,087$448K0.08%-24313F-HRTimeline
Stelac Advisory Services LLC12,602$431K0.16%013F-HRTimeline
Creative Planningin group Creative Planning11,662$399K<0.01%+3,99913F-HRTimelineGroup
Sanctuary Advisors, LLC11,514$394K<0.01%+1,64913F-HRTimeline
VALLEY NATIONAL ADVISERS INC10,684$365K0.06%-4,80913F-HRTimeline
NewEdge Advisors, LLC9,620$329K<0.01%+8,46313F-HRTimeline
GeoWealth Management, LLC9,432$323K0.01%+44913F-HRTimeline
Financial Advocates Investment Manageme…9,377$321K0.03%+28013F-HRTimeline
Key Client Fiduciary Advisors, LLC8,912$305K0.12%-35013F-HRTimeline
MML INVESTORS SERVICES, LLC8,616$295K<0.01%new13F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.8,190$280K<0.01%013F-HRTimelineGroup
Jaffetilchin Investment Partners, LLC8,158$279K0.02%013F-HRTimeline
Beacon Pointe Advisors, LLC7,732$265K<0.01%013F-HRTimeline
Accretive Wealth Partners, LLC7,200$246K0.08%013F-HRTimeline
Cascade Financial Partners, LLC7,000$240K0.03%new13F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO6,666$228K<0.01%new13F-HRTimelineGroup
Tradition Wealth Management, LLC6,300$216K0.02%new13F-HRTimeline
Private Advisor Group, LLC6,189$212K<0.01%new13F-HRTimeline
Joseph P. Lucia & Associates, LLC6,098$209K0.09%new13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC6,020$206K<0.01%013F-HR/ATimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV4,363$149K0.01%-4,21713F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC3,593$119K0.04%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.3,228$110K<0.01%+42113F-HRTimeline
SBI Securities Co., Ltd.2,282$78.1K<0.01%+3713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,115$72.4K<0.01%013F-HRTimelineGroup
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …1,960$67K<0.01%013F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,749$59.9K<0.01%-55913F-HRTimelineGroup
MAI Capital Management1,200$41.1K<0.01%-50013F-HRTimeline
DUNCKER STREETT & CO INC1,085$37.1K0.01%013F-HRTimeline
CoreCap Advisors, LLC1,071$36.6K<0.01%013F-HRTimeline
AlphaCore Capital LLC1,000$34.2K<0.01%new13F-HRTimeline
Legend Financial Advisors, Inc.1,000$34.2K0.02%new13F-HRTimeline
Glenmede Investment Management, LP980$33.5K<0.01%13F-HRTimeline
Steward Partners Investment Advisory, L…950$32.5K<0.01%+1313F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/921$31.4K<0.01%-1,08213F-HR/ATimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…835$28.6K<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC787$26.9K<0.01%-37213F-HRTimelineGroup
HALBERT HARGROVE GLOBAL ADVISORS, LLC750$25.7K<0.01%-1,12213F-HRTimeline
Parallel Advisors, LLC585$20K<0.01%+7613F-HRTimeline
Harbor Asset Planning, Inc.433$14.8K0.01%13F-HRTimeline
Darwin Wealth Management, LLC392$13.4K<0.01%new13F-HRTimeline
Cheviot Value Management, LLC325$10.6K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC300$10K<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…289$9.89K<0.01%-1,02113F-HRTimelineGroup
Global Retirement Partners, LLC251$8.59K<0.01%13F-HRTimeline
Archer Investment Corp248$8.49K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd242$8.28K<0.01%-29413F-HRTimeline
Ritter Daniher Financial Advisory LLC /…230$7.87K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC198$6.78K<0.01%013F-HRTimeline
Asset Dedication, LLC155$5.3K<0.01%013F-HRTimeline
IFP Advisors, Inc135$4.62K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC120$4.11K<0.01%013F-HR/ATimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC100$3.42K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.91$3.11K<0.01%new13F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp81$2.76K<0.01%new13F-HRTimelineGroup
GPS Wealth Strategies Group, LLC75$2.57K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.55$1.85K<0.01%013F-HRTimeline
AE Wealth Management LLC51$1.75K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…50$1.71K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC50$1.71K<0.01%-8713F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC25$861<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.12$411<0.01%013F-HRTimeline
Garde Capital, Inc.12$405<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.