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Disclosery

FINX GLOBAL X FDS

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FINTECH ETF (fund)

103 managers (103 13F filers) reported a position in FINX shares at 2025-09-30, 2,954,816 shares in all. 14 filers opened a position and 10 filers sold out during the quarter.

Managers
103
13F filers
103
New
14
Added
31
Reduced
25
Sold out
10
Shares held by filers
2,954,816

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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/392,907$13.2M<0.01%+35,23113F-HR/ATimelineGroup
LPL Financial LLC326,272$10.9M<0.01%+77,97613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY293,012$9.82M<0.01%+68,52113F-HR/ATimelineGroup
SCOTIA CAPITAL INC.156,456$5.25M0.02%+4,49713F-HRTimeline
UBS Group AGin group UBS Group AG148,085$4.96M<0.01%+2,23913F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC141,472$4.74M<0.01%+42,83713F-HRTimelineGroup
Blue Sky Capital Consultants Group, Inc.137,664$4.61M2.02%+3,38413F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…130,617$4.38M0.15%-5,74813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC100,401$3.37M<0.01%+15,18313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN81,779$2.74M<0.01%+10,37413F-HRTimelineGroup
Cetera Investment Advisers78,924$2.65M<0.01%+10,21813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC76,694$2.57M<0.01%+10,38013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…60,554$2.03M<0.01%new13F-HRTimelineGroup
AAFMAA Wealth Management & Trust LLC52,501$1.76M0.7%-6613F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…51,500$1.73M0.01%-1,50013F-HRTimelineGroup
Cambridge Investment Research Advisors,…37,775$1.27M<0.01%-4,46913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC37,000$1.24M0.03%-11,59113F-HRTimelineGroup
Phoenix Wealth Advisors35,230$1.18M0.45%+1113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA34,075$1.14M<0.01%+7,81013F-HRTimelineGroup
HighTower Advisors, LLC33,644$1.13M<0.01%+93113F-HRTimeline
Moran Wealth Management, LLC33,081$1.11M0.03%+14,82013F-HRTimeline
Stamos Capital Partners, L.P.32,505$1.09M0.21%-7,18713F-HRTimeline
CITIGROUP INCin group CITIGROUP INC32,400$1.09M<0.01%+9013F-HRTimelineGroup
RFG Advisory, LLC22,948$769K0.02%+9,44113F-HRTimeline
GTS SECURITIES LLC19,646$659K0.03%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP19,586$655K<0.01%+1,99413F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…19,387$650K<0.01%+70313F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP18,248$612K<0.01%+1,82813F-HRTimelineGroup
Archford Capital Strategies, LLC17,319$581K0.07%+2,53213F-HRTimeline
Wealthfront Advisers LLC16,463$552K<0.01%+1,24413F-HRTimeline
Farther Finance Advisors, LLC15,684$526K0.01%+15,63413F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD15,258$511K0.01%013F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.14,671$492K0.01%+20313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.13,366$454K<0.01%-7313F-HRTimelineGroup
ADVISORS MANAGEMENT GROUP INC /ADV12,501$419K0.07%-58613F-HRTimeline
APS Management Group, Inc.12,182$408K0.36%13F-HRTimeline
Creative Planningin group Creative Planning12,086$405K<0.01%+42413F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…11,860$398K<0.01%new13F-HRTimelineGroup
Sanctuary Advisors, LLC11,832$397K<0.01%+31813F-HR/ATimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO10,924$366K<0.01%+4,25813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC10,536$353K<0.01%-30,07613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC10,489$352K<0.01%-37,44513F-HRTimelineGroup
VALLEY NATIONAL ADVISERS INC10,256$343K0.05%-42813F-HRTimeline
Legacy Financial Advisors, Inc.8,813$295K0.04%new13F-HRTimeline
Key Client Fiduciary Advisors, LLC8,759$294K0.1%-15313F-HRTimeline
Beacon Pointe Advisors, LLC8,600$288K<0.01%+86813F-HRTimeline
GeoWealth Management, LLC8,368$280K0.01%-1,06413F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.8,190$275K<0.01%013F-HRTimelineGroup
Jaffetilchin Investment Partners, LLC8,159$273K0.02%+113F-HRTimeline
Columbus Macro, LLC7,623$256K0.03%new13F-HRTimeline
Accretive Wealth Partners, LLC7,200$241K0.07%013F-HRTimeline
MML INVESTORS SERVICES, LLC7,047$236K<0.01%-1,56913F-HRTimeline
Cascade Financial Partners, LLC7,000$235K0.03%013F-HRTimeline
HRT FINANCIAL LP6,791$227K<0.01%new13F-HRTimeline
BAM Wealth Management, LLC6,544$219K0.17%13F-HRTimeline
Stelac Advisory Services LLC6,447$216K0.07%-6,15513F-HRTimeline
Tradition Wealth Management, LLC6,300$211K0.02%013F-HRTimeline
Private Advisor Group, LLC6,188$207K<0.01%-113F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC6,020$202K<0.01%013F-HR/ATimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…3,761$126K<0.01%new13F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC2,950$98.9K0.03%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.2,941$98.6K<0.01%-28713F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise2,179$73K<0.01%new13F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\2,115$70.9K<0.01%013F-HRTimelineGroup
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …1,960$66K<0.01%013F-HRTimelineGroup
SBI Securities Co., Ltd.1,878$63K<0.01%-40413F-HRTimeline
FMR LLCin group FMR LLC1,872$62.7K<0.01%+1,08513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,865$62.5K<0.01%+11613F-HR/ATimelineGroup
NewEdge Advisors, LLC1,620$54.3K<0.01%-8,00013F-HRTimeline
MAI Capital Management1,200$40.2K<0.01%013F-HRTimeline
CoreCap Advisors, LLC1,071$35.9K<0.01%013F-HRTimeline
DUNCKER STREETT & CO INC1,019$34.2K0.01%-6613F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV988$33.1K<0.01%-3,37513F-HRTimeline
Glenmede Investment Management, LP980$32.8K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…950$31.8K<0.01%013F-HRTimeline
AlphaCore Capital LLC900$30.2K<0.01%-10013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/827$27.6K<0.01%-9413F-HRTimelineGroup
HALBERT HARGROVE GLOBAL ADVISORS, LLC750$25.1K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…680$22.8K<0.01%new13F-HRTimelineGroup
Parallel Advisors, LLC508$17.1K<0.01%-7713F-HRTimeline
Sound Income Strategies, LLC459$16.1K<0.01%new13F-HRTimeline
Harbor Asset Planning, Inc.433$14.5K0.01%013F-HRTimeline
Darwin Wealth Management, LLC392$13.1K<0.01%013F-HRTimeline
Cheviot Value Management, LLC325$11.3K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…289$9.69K<0.01%013F-HRTimelineGroup
Global Retirement Partners, LLC251$8.41K<0.01%013F-HRTimeline
Archer Investment Corp248$8.31K<0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…230$7.71K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd209$7.01K<0.01%-3313F-HRTimeline
ROTHSCHILD INVESTMENT LLC198$6.64K<0.01%013F-HRTimeline
Asset Dedication, LLC155$5.2K<0.01%013F-HRTimeline
IFP Advisors, Inc135$4.53K<0.01%013F-HR/ATimeline
SALEM INVESTMENT COUNSELORS INC120$4.02K<0.01%013F-HRTimeline
Westside Investment Management, Inc.103$3.45K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC100$3.35K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp81$2.7K<0.01%013F-HRTimelineGroup
TD Waterhouse Canada Inc.55$1.84K<0.01%013F-HRTimeline
AE Wealth Management LLC51$1.71K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…50$1.68K<0.01%013F-HRTimelineGroup
Blue Trust, Inc.30$1.01K<0.01%new13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC25$843<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.12$403<0.01%013F-HRTimeline
Advisory Services Network, LLC12$402<0.01%new13F-HRTimeline