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Global X FinTech ETF (FINX) Institutional Ownership

Global X FinTech ETF logo
$33.08 +0.55 (+1.69%)
Closing price 04:00 PM Eastern
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$33.06 -0.02 (-0.06%)
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Institutional Ownership Changes (13F Filings) for Global X FinTech ETF (NASDAQ:FINX)

Number of
Institutional Buyers
(last 12 months)
51
Total
Institutional Inflows
(last 12 months)
$39.93M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$6.50M
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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
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%
8/8/2025 Cetera Investment Advisers68,706$2.35M0.0%+15.1%0.759%
8/8/2025 Creative Planning11,662$399K0.0%+52.2%0.129%
8/8/2025 Phoenix Wealth Advisors35,219$1.21M0.5%-1.1%0.389%
8/7/2025 Cascade Financial Partners LLC7,000$240K0.0%N/A0.077%
8/5/2025 Huntington National Bank1,566$54K0.0%N/A0.017%
8/4/2025 Creative Financial Designs Inc. ADV4,363$149K0.0%-49.1%0.048%
8/1/2025 Envestnet Asset Management Inc.66,314$2.27M0.0%+11.7%0.733%
7/31/2025 Blue Sky Capital Consultants Group Inc.134,280$4.60M2.3%+2.4%1.484%
7/29/2025 Joseph P. Lucia & Associates LLC6,098$209K0.1%N/A0.067%
7/28/2025 Harbour Investments Inc.3,228$110K0.0%+15.0%0.036%
7/28/2025 RFG Advisory LLC13,507$462K0.0%N/A0.149%
7/28/2025 Moran Wealth Management LLC18,261$625K0.0%+89.5%0.202%
7/22/2025 Valley National Advisers Inc.10,684$365K0.1%-31.0%0.118%
7/21/2025 Ameritas Advisory Services LLC835$29K0.0%N/A0.009%
7/21/2025 Mirae Asset Global Investments Co. Ltd.53,000$1.81M0.0%-22.1%0.586%
7/17/2025 Halbert Hargrove Global Advisors LLC750$26K0.0%-59.9%0.008%
7/17/2025 Archford Capital Strategies LLC14,787$506K0.1%+17.5%0.163%
7/16/2025 Legend Financial Advisors Inc.1,000$34K0.0%N/A0.011%
7/16/2025 AAFMAA Wealth Management & Trust LLC52,567$1.80M0.7%+7.2%0.581%
7/9/2025 Key Client Fiduciary Advisors LLC8,912$305K0.1%-3.8%0.098%
5/19/2025Jane Street Group LLC9,391$259K0.0%N/A0.101%
5/16/2025NewEdge Advisors LLC1,157$32K0.0%+51.4%0.012%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.38,983$1.07M0.0%-31.9%0.420%
5/15/2025Royal Bank of Canada27,239$749K0.0%-4.0%0.293%
5/15/2025MAI Capital Management1,700$47K0.0%-22.7%0.018%
5/15/2025Gerber Kawasaki Wealth & Investment Management121,743$3.36M0.2%-6.3%1.310%
5/14/2025CreativeOne Wealth LLC49,099$1.35M0.0%+29.9%0.529%
5/14/2025 Phoenix Wealth Advisors35,621$982K0.4%+1.3%0.383%
5/14/2025Flow Traders U.S. LLC48,601$1.34M0.1%+84.1%0.523%
5/9/2025 Blue Sky Capital Consultants Group Inc.131,091$3.61M2.4%+1.9%1.411%
5/9/2025Scotia Capital Inc.148,611$4.10M0.0%+6.7%1.600%
5/8/2025 US Bancorp DE2,115$58K0.0%-14.5%0.023%
5/8/2025 Harbour Investments Inc.2,807$77K0.0%-11.1%0.030%
5/7/2025LPL Financial LLC233,801$6.44M0.0%+27.9%2.517%
5/7/2025 Accretive Wealth Partners LLC7,200$204K0.1%N/A0.078%
5/6/2025 Cetera Investment Advisers59,702$1.65M0.0%+41.7%0.643%
5/2/2025 Wealthfront Advisers LLC15,056$415K0.0%-19.4%0.162%
When the levee breaks (Ad)

The U.S. Treasury just confirmed it plans to borrow $1.01 trillion this quarter—nearly double what was projected. According to Porter Stansberry, this is panic-level borrowing… and a clear sign we’re nearing America’s financial breaking point. In his latest emergency briefing, Porter outlines why the cracks in our system are widening fast—and how Trump’s policies may be accelerating the collapse. More importantly, he reveals three moves you can make now to protect and potentially grow your wealth before the levee breaks.

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4/30/2025 Stratos Wealth Partners LTD.14,669$404K0.0%-7.8%0.158%
4/29/2025 Envestnet Asset Management Inc.59,371$1.64M0.0%+48.1%0.639%
4/25/2025 Advisors Management Group Inc. ADV13,330$367K0.1%+11.3%0.143%
4/25/2025 Valley National Advisers Inc.15,493$426K0.1%-2.7%0.166%
4/24/2025 Mirae Asset Global Investments Co. Ltd.68,000$1.88M0.0%-19.0%0.729%
4/23/2025 Creative Financial Designs Inc. ADV8,580$236K0.0%-11.3%0.092%
4/23/2025 Moran Wealth Management LLC9,634$266K0.0%N/A0.103%
4/22/2025 Cambridge Investment Research Advisors Inc.41,776$1.15M0.0%-12.9%0.448%
4/18/2025 Halbert Hargrove Global Advisors LLC1,872$52K0.0%N/A0.020%
4/11/2025 AAFMAA Wealth Management & Trust LLC49,029$1.35M0.6%N/A0.517%
4/11/2025 Insight Advisors LLC PA14,387$397K0.1%-23.3%0.152%
4/10/2025 Key Client Fiduciary Advisors LLC9,262$255K0.1%-18.3%0.098%
2/19/2025 Blue Sky Capital Consultants Group Inc.128,610$4.02M2.4%N/A1.280%
2/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.57,260$1.79M0.0%-9.0%0.570%
2/17/2025Captrust Financial Advisors8,552$267K0.0%-8.3%0.085%
2/17/2025Bank of America Corp DE370,089$11.55M0.0%+128.9%3.682%
2/17/2025Ameriprise Financial Inc.20,747$648K0.0%+16.8%0.206%
2/14/2025Gerber Kawasaki Wealth & Investment Management129,958$4.06M0.2%-1.8%1.293%
2/14/2025IHT Wealth Management LLC6,875$215K0.0%-9.3%0.068%
2/14/2025Tradition Wealth Management LLC6,631$207K0.0%N/A0.066%
2/14/2025GeoWealth Management LLC6,672$208K0.0%-10.8%0.066%
2/13/2025CreativeOne Wealth LLC37,790$1.18M0.0%-18.7%0.376%
2/13/2025Stamos Capital Partners L.P.39,660$1.24M0.3%N/A0.395%
2/13/2025Scotia Capital Inc.139,270$4.35M0.0%N/A1.386%
2/13/2025Raymond James Financial Inc.67,611$2.11M0.0%N/A0.673%
2/13/2025Russell Investments Group Ltd.1,310$41K0.0%N/A0.013%
2/13/2025 Envestnet Asset Management Inc.40,094$1.25M0.0%-5.9%0.399%
2/13/2025Wells Fargo & Company MN192,606$6.01M0.0%+18.5%1.916%
2/12/2025National Bank of Canada FI1,778$56K0.0%+1,875.6%0.018%
2/12/2025JPMorgan Chase & Co.22,869$714K0.0%-15.4%0.228%
2/11/2025LPL Financial LLC182,753$5.71M0.0%+9.8%1.818%
2/10/2025 Creative Financial Designs Inc. ADV9,674$302K0.0%-45.0%0.096%
2/10/2025 Commonwealth Equity Services LLC35,830$1.12M0.0%+3.2%0.357%
2/10/2025 Gerber LLC6,570$205K0.1%N/A0.065%
2/7/2025Independent Advisor Alliance54,540$1.70M0.0%N/A0.543%
2/7/2025 Ashton Thomas Private Wealth LLC14,862$466K0.0%N/A0.148%
2/6/2025Raymond James Financial Inc.67,611$2.11M0.0%N/A0.673%
2/6/2025 SBI Securities Co. Ltd.2,285$71K0.0%N/A0.023%
2/6/2025Jones Financial Companies Lllp9,684$302K0.0%+111.0%0.096%
2/5/2025 US Bancorp DE2,473$77K0.0%+16.9%0.025%
1/31/2025Sanctuary Advisors LLC8,927$299K0.0%+20.8%0.089%
1/28/2025 Advisors Preferred LLC7,279$228K0.0%N/A0.072%
1/27/2025 Insight Advisors LLC PA18,749$589K0.1%-30.7%0.187%
1/27/2025 Mirae Asset Global Investments Co. Ltd.84,000$2.64M0.0%+7.1%0.836%
1/27/2025 Stratos Wealth Partners LTD.15,904$497K0.0%+2.7%0.158%
1/24/2025 Valley National Advisers Inc.15,924$497K0.1%N/A0.158%
1/22/2025 Joseph P. Lucia & Associates LLC7,695$240K0.1%-4.7%0.077%
1/21/2025 Archford Capital Strategies LLC12,515$391K0.1%-22.2%0.125%
1/17/2025 Key Client Fiduciary Advisors LLC11,336$354K0.2%-4.2%0.113%
1/7/2025 Legend Financial Advisors Inc.1,361$42K0.0%+36.1%0.014%
When the levee breaks (Ad)

The U.S. Treasury just confirmed it plans to borrow $1.01 trillion this quarter—nearly double what was projected. According to Porter Stansberry, this is panic-level borrowing… and a clear sign we’re nearing America’s financial breaking point. In his latest emergency briefing, Porter outlines why the cracks in our system are widening fast—and how Trump’s policies may be accelerating the collapse. More importantly, he reveals three moves you can make now to protect and potentially grow your wealth before the levee breaks.

Click here to watch the urgent broadcast and get ahead of what’s coming.
1/6/2025 Silverleafe Capital Partners LLC42,005$1.31M0.4%N/A0.422%
12/26/2024JPMorgan Chase & Co.27,034$758K0.0%-70.5%0.281%
11/25/2024Sanctuary Advisors LLC7,391$207K0.0%N/A0.077%
11/15/2024MML Investors Services LLC12,263$344K0.0%+15.5%0.127%
11/15/2024Stifel Financial Corp14,895$417K0.0%-12.5%0.155%
11/15/2024IHT Wealth Management LLC7,578$212K0.0%-13.0%0.079%
11/15/2024HighTower Advisors LLC32,700$917K0.0%-4.4%0.340%
11/14/2024Captrust Financial Advisors9,321$261K0.0%-32.2%0.097%
11/14/2024CreativeOne Wealth LLC46,473$1.30M0.0%-12.2%0.483%
11/13/2024Glenmede Trust Co. NA980$27K0.0%-75.2%0.010%
(Data available from 1/1/2016 forward)

FINX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FINX shares?

During the previous two years, 99 institutional investors and hedge funds held shares of Global X FinTech ETF. The most heavily invested institutionals were PNC Financial Services Group Inc. ($30.83M), Bank of America Corp DE ($11.55M), UBS Group AG ($9.21M), LPL Financial LLC ($6.44M), Wells Fargo & Company MN ($6.01M), Stelac Advisory Services LLC ($4.66M), and Blue Sky Capital Consultants Group Inc. ($4.60M).Learn more on Global X FinTech ETF's institutional investors.

Which institutional investors have been buying Global X FinTech ETF's stock?

Of the 75 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 ($208.38K), Mirae Asset Global Investments Co. Ltd. ($205.77K), MONECO Advisors LLC ($152.32K), Scotia Capital Inc. ($148.61K), Raymond James Financial Inc. ($135.22K), Blue Sky Capital Consultants Group Inc. ($134.28K), and LPL Financial LLC ($83.41K).

How much institutional buying is happening at Global X FinTech ETF?

Institutional investors have bought a total of 1,317,851 shares in the last 24 months. This purchase volume represents approximately $39.93M in transactions.

Which of Global X FinTech ETF's major shareholders have been selling company stock?

Of the 30 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: JPMorgan Chase & Co. ($69.46K), Mirae Asset Global Investments Co. Ltd. ($31K), MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($23.93K), CreativeOne Wealth LLC ($15.66K), Creative Financial Designs Inc. ADV ($13.22K), Insight Advisors LLC PA ($12.67K), and Gerber Kawasaki Wealth & Investment Management ($10.60K).

How much institutional selling is happening at Global X FinTech ETF?

Institutional investors have sold a total of 222,353 shares in the last 24 months. This volume of shares sold represents approximately $6.52M in transactions.


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This page (NASDAQ:FINX) was last updated on 8/12/2025 by MarketBeat.com Staff
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