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Global X FinTech Thematic ETF (FINX) Institutional Ownership

Global X FinTech Thematic ETF logo
$26.78 +0.22 (+0.84%)
As of 01:01 PM Eastern
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Institutional Ownership Changes (13F Filings) for Global X FinTech Thematic ETF (NASDAQ:FINX)

Number of
Institutional Buyers
(last 12 months)
36
Total
Institutional Inflows
(last 12 months)
$35.85M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$8.92M
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FINX Institutional Buying and Selling by Quarter

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Global X FinTech Thematic ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
2/19/2025Blue 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%
2/13/2025Envestnet 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%
2/10/2025Creative Financial Designs Inc. ADV9,674$302K0.0%-45.0%0.096%
2/10/2025Commonwealth Equity Services LLC35,830$1.12M0.0%+3.2%0.357%
2/10/2025Gerber LLC6,570$205K0.1%N/A0.065%
2/7/2025Independent Advisor Alliance54,540$1.70M0.0%N/A0.543%
2/7/2025Ashton Thomas Private Wealth LLC14,862$466K0.0%N/A0.148%
2/6/2025Raymond James Financial Inc.67,611$2.11M0.0%N/A0.673%
2/6/2025SBI Securities Co. Ltd.2,285$71K0.0%N/A0.023%
2/6/2025Jones Financial Companies Lllp9,684$302K0.0%+111.0%0.096%
2/5/2025US Bancorp DE2,473$77K0.0%+16.9%0.025%
1/31/2025Sanctuary Advisors LLC8,927$299K0.0%+20.8%0.089%
1/28/2025Advisors Preferred LLC7,279$228K0.0%N/A0.072%
1/27/2025 Insight Advisors LLC PA18,749$589K0.1%-30.7%0.187%
1/27/2025Mirae Asset Global Investments Co. Ltd.84,000$2.64M0.0%+7.1%0.836%
1/27/2025Stratos Wealth Partners LTD.15,904$497K0.0%+2.7%0.158%
1/24/2025Valley National Advisers Inc.15,924$497K0.1%N/A0.158%
1/22/2025Joseph P. Lucia & Associates LLC7,695$240K0.1%-4.7%0.077%
1/21/2025Archford 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%
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1/7/2025Legend Financial Advisors Inc.1,361$42K0.0%+36.1%0.014%
1/6/2025Silverleafe 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%
11/13/2024Fisher Asset Management LLC16,249$455K0.0%-3.4%0.169%
11/4/2024TRU Independence Asset Management 2 LLC10,750$301K0.3%N/A0.112%
11/2/2024Covestor Ltd1,087$30K0.0%-26.9%0.011%
10/28/2024Creative Financial Designs Inc. ADV17,581$493K0.0%+22.6%0.183%
10/23/2024Mirae Asset Global Investments Co. Ltd.78,400$2.20M0.0%+5,742.0%0.815%
10/18/2024Legend Financial Advisors Inc.1,000$28K0.0%-26.5%0.010%
10/8/2024Dynamic Advisor Solutions LLC32,294$905K0.0%N/A0.336%
8/22/2024PVG Asset Management Corp12,330$310K1.2%N/A0.112%
8/22/2024Cetera Investment Advisers48,481$1.22M0.0%+94.8%0.440%
8/8/2024Eagle Strategies LLC57,211$1.44M0.3%N/A0.519%
7/31/2024Commonwealth Equity Services LLC41,660$1.05M0.0%-2.0%0.374%
7/29/2024Meitav Investment House Ltd.15,258$384K0.0%-4.5%0.137%
7/24/2024Joseph P. Lucia & Associates LLC9,230$232K0.1%-24.3%0.083%
7/19/2024Raymond James & Associates54,922$1.38M0.0%-33.5%0.493%
7/17/2024Archford Capital Strategies LLC17,129$431K0.1%-19.9%0.154%
7/16/2024 Key Client Fiduciary Advisors LLC11,836$298K0.1%-3.3%0.106%
7/16/2024 Insight Advisors LLC PA36,019$906K0.2%-30.1%0.324%
5/24/2024Cetera Advisors LLC11,708$326K0.0%N/A0.094%
5/14/2024CreativeOne Wealth LLC30,550$851K0.0%-45.0%0.244%
5/10/2024Banco Santander S.A.11,545$322K0.0%-24.9%0.092%
5/9/2024Kingsview Wealth Management LLC21,449$598K0.0%-52.0%0.174%
5/7/2024 Insight Advisors LLC PA51,549$1.44M0.3%-26.9%0.418%
5/4/2024Joseph P. Lucia & Associates LLC12,195$340K0.2%-14.5%0.097%
5/1/2024Janney Montgomery Scott LLC12,280$342K0.0%N/A0.098%
5/1/2024Mirae Asset Global Investments Co. Ltd.281,232$7.84M0.0%-15.3%2.241%
4/30/2024Commonwealth Equity Services LLC42,526$1.19M0.0%+81.8%0.339%
4/27/2024Phoenix Wealth Advisors35,433$987K0.6%+16.8%0.282%
4/23/2024Raymond James Financial Services Advisors Inc.45,541$1.27M0.0%-10.8%0.354%
3/22/2024PNC Financial Services Group Inc.1,205,701$30.83M0.0%-3.3%8.114%
3/13/2024MONECO Advisors LLC76,158$1.95M0.4%N/A0.513%
3/5/2024Fisher Asset Management LLC25,456$651K0.0%-33.9%0.171%
2/28/2024Bbjs Financial Advisors LLC174,075$4.45M1.5%-21.4%1.171%
2/13/2024Tower Research Capital LLC TRC3,825$98K0.0%+757.6%0.026%
2/13/2024Pinnacle Financial Group LLC IL21,624$553K0.3%+6.3%0.146%
2/12/2024Tradition Wealth Management LLC5,622$144K0.0%-8.2%0.038%
2/9/2024CreativeOne Wealth LLC55,530$1.42M0.1%-25.2%0.374%
2/9/2024Gladstone Institutional Advisory LLC13,249$339K0.0%-10.2%0.089%
2/9/2024UBS Group AG360,160$9.21M0.0%+2.1%2.424%
2/9/2024PNC Financial Services Group Inc.1,205,701$30.83M0.0%-3.3%8.114%
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2/8/2024Financial Advocates Investment Management8,583$219K0.0%N/A0.058%
2/8/2024Stelac Advisory Services LLC182,036$4.66M2.5%-6.3%1.225%
2/8/2024Kingsview Wealth Management LLC44,702$1.14M0.0%N/A0.301%
2/8/2024Beacon Pointe Advisors LLC8,232$210K0.0%N/A0.055%
2/6/2024Accretive Wealth Partners LLC8,400$215K0.1%N/A0.057%
2/6/2024Fisher Asset Management LLC25,456$651K0.0%-33.9%0.171%
2/6/2024Robertson Stephens Wealth Management LLC26,456$677K0.0%-13.7%0.178%
2/5/2024MONECO Advisors LLC76,158$1.95M0.4%N/A0.513%
2/2/2024Simplex Trading LLC1,525$38K0.0%-32.3%0.010%
2/2/2024Atria Wealth Solutions Inc.16,319$417K0.0%-13.1%0.110%
(Data available from 1/1/2016 forward)

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FINX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FINX shares?

During the previous two years, 102 institutional investors and hedge funds held shares of Global X FinTech Thematic ETF. The most heavily invested institutionals were Aspire Private Capital LLC ($10.95B), Bank Julius Baer & Co. Ltd Zurich ($45.49M), PNC Financial Services Group Inc. ($30.83M), Bank of America Corp DE ($11.55M), Osaic Holdings Inc. ($10.68M), UBS Group AG ($9.21M), and Wells Fargo & Company MN ($6.01M).Learn more on FINX's institutional investors.

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

Of the 77 institutional investors that purchased Global X FinTech Thematic ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($2.06M), Osaic Holdings Inc. ($428.86K), Mirae Asset Global Investments Co. Ltd. ($428.73K), Bank of America Corp DE ($208.38K), MONECO Advisors LLC ($152.32K), Scotia Capital Inc. ($139.27K), and Raymond James Financial Inc. ($135.22K).

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

Institutional investors have bought a total of 4,968,232 shares in the last 24 months. This purchase volume represents approximately $126.78M in transactions.

Which Global X FinTech Thematic ETF major shareholders have been selling company stock?

Of the 48 institutional investors that sold Global X FinTech Thematic ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Fisher Asset Management LLC ($338.66K), PNC Financial Services Group Inc. ($266.51K), Mirae Asset Global Investments Co. Ltd. ($237.02K), Essex LLC ($75.91K), CreativeOne Wealth LLC ($73.97K), JPMorgan Chase & Co. ($68.90K), and LPL Financial LLC ($65.61K).

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

Institutional investors have sold a total of 1,555,507 shares in the last 24 months. This volume of shares sold represents approximately $39.82M in transactions.


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This page (NASDAQ:FINX) was last updated on 4/17/2025 by MarketBeat.com Staff
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