Global X Fintech ETFFINXETF

13F holders, Q1 2025 (March 31)
98holders −3
14new positions
17sold out
2famous investors
$27.55avg. 13F price*

At the end of Q1 2025, 98 institutions reported holding Global X Fintech ETF (FINX) in their 13F filings, down 3 from Q4 2024. 14 opened new positions and 17 sold out. The largest holders were Bank of America Corp. ($11.2M), LPL Financial LLC ($6.4M) and Morgan Stanley ($6.3M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
Global X Fintech ETF
CUSIP
37954Y814
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 106Q1 2024Q2 2024: 103Q2 2024Q3 2024: 92Q3 2024Q4 2024: 101Q4 2024Q1 2025: 98Q1 2025Q2 2025: 97Q2 2025Q3 2025: 103Q3 2025Q4 2025: 93Q4 2025Q1 2026: 80Q1 2026Q2 2026: 78Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions14$2.4M
Exits17$5.8M

All 13F filers, Q4 2024 → Q1 2025: 461,326 shares bought and 353,710 shares sold, net +107,616 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 98 holders

Bank of America Corp. 0.00% Add +9.9% 406,613 $11.2M
LPL Financial LLC 0.00% Add +27.9% 233,801 $6.4M
Morgan Stanley 0.00% Add +6.5% 230,172 $6.3M
UBS Group AG 0.00% Add +13.5% 201,951 $5.6M
Wells Fargo & Company 0.00% Reduce -22.8% 148,734 $4.1M
Scotia Capital Inc. 0.02% Add +6.7% 148,611 $4.1M
Blue Sky Capital Consultants Group, Inc. 2.36% Add +1.9% 131,091 $3.6M
Gerber Kawasaki Wealth & Investment Management 0.15% Reduce -6.3% 121,743 $3.4M
Ameriprise Financial Inc. 0.00% Add +373.9% 98,326 $2.7M
Raymond James Financial Inc. 0.00% Add +12.0% 75,733 $2.1M
Mirae Asset Global Investments Co., Ltd. 0.01% Reduce -19.1% 68,000 $1.9M
Cetera Investment Advisers 0.00% Add +41.7% 59,702 $1.6M
Envestnet Asset Management Inc. 0.00% Add +48.1% 59,371 $1.6M
CreativeOne Wealth, LLC 0.04% Add +29.9% 49,099 $1.4M
AAFMAA Wealth Management & Trust LLC 0.61% New 49,029 $1.4M
Flow Traders U.S. LLC 0.06% Add +84.1% 48,601 $1.3M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -12.9% 41,776 $1.2M
Norris Financial Group, LLC 0.54% Add +540.2% 41,688 $1.1M
Commonwealth Equity Services, LLC 0.00% Add +12.8% 40,398 $1.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -31.9% 38,983 $1.1M
Stamos Capital Partners, L.P. 0.26% Reduce -8.6% 36,258 $999K
Phoenix Wealth Advisors 0.43% Add +1.3% 35,621 $982K
Citigroup Inc. 0.00% Reduce -7.7% 33,097 $912K
HighTower Advisors, LLC 0.00% No change 32,700 $901K
Citadel Advisors 0.00% Add +222.8% 29,989 $826K
Royal Bank of Canada 0.00% Reduce -4.0% 27,239 $749K
PNC Financial Services Group, Inc. 0.00% Add +0.5% 18,935 $522K
Stifel Financial Corp. 0.00% Add +7.5% 16,276 $449K
Valley National Advisers Inc. 0.08% Reduce -2.7% 15,493 $426K
Meitav Investment House Ltd. 0.01% No change 15,258 $421K
Wealthfront Advisers LLC 0.00% Reduce -19.4% 15,056 $415K
Jones Financial Companies LLLP 0.00% Add +51.2% 14,643 $405K
Stratos Wealth Partners, LTD. 0.01% Reduce -7.8% 14,669 $404K
Insight Advisors, LLC/ PA 0.07% Reduce -23.3% 14,387 $397K
Advisors Management Group Inc. 0.08% Add +11.3% 13,330 $367K
Susquehanna International Group, LLP 0.00% Reduce -67.4% 13,099 $361K
Stelac Advisory Services LLC 0.14% Add +30.9% 12,602 $347K
Archford Capital Strategies, LLC 0.05% Add +0.6% 12,589 $347K
Osaic Holdings, Inc. 0.00% Reduce -31.9% 12,530 $345K
Sanctuary Advisors, LLC 0.00% Add +10.5% 9,865 $272K
Mission Financial Group, LLC 0.25% — 11,630 $269K
Moran Wealth Management, LLC 0.01% New 9,634 $266K
Jane Street Group, LLC 0.00% New 9,391 $259K
Key Client Fiduciary Advisors, LLC 0.12% Reduce -18.3% 9,262 $255K
Financial Advocates Investment Management 0.02% Add +2.0% 9,097 $251K
GeoWealth Management, LLC 0.01% Add +34.6% 8,983 $248K
Creative Financial Designs Inc. 0.02% Reduce -11.3% 8,580 $236K
D. E. Shaw & Co. 0.00% No change 8,190 $226K
Jaffetilchin Investment Partners, LLC 0.02% Add +0.5% 8,158 $225K
Beacon Pointe Advisors, LLC 0.00% No change 7,732 $213K
Creative Planning 0.00% Add +154.0% 7,663 $211K
Accretive Wealth Partners, LLC 0.07% New 7,200 $204K
Truist Financial Corp. 0.00% New 7,301 $201K
Barclays PLC 0.00% No change 6,020 $166K
Harbour Investments, Inc. 0.00% Reduce -11.1% 2,807 $77K
JPMorgan Chase & Co. 0.00% Reduce -89.9% 2,308 $64K
SBI Securities Co., Ltd. 0.00% Reduce -1.8% 2,245 $62K
US Bancorp \de 0.00% Reduce -14.5% 2,115 $58K
National Bank of Canada 0.00% Add +12.7% 2,003 $55K
Migdal Insurance & Financial Holdings Ltd. 0.00% No change 1,960 $54K
Halbert Hargrove Global Advisors, LLC 0.00% New 1,872 $52K
MAI Capital Management 0.00% Reduce -22.7% 1,700 $47K
Blair William & Co. 0.00% No change 1,474 $41K
Russell Investments Group, Ltd. 0.00% No change 1,310 $36K
FMR LLC 0.00% Add +116.2% 1,159 $32K
NewEdge Advisors, LLC 0.00% Add +51.4% 1,157 $32K
Duncker Streett & Co. Inc. 0.01% Add +0.6% 1,085 $30K
CoreCap Advisors, LLC 0.00% Add +0.6% 1,071 $30K
Glenmede Trust Co. NA 0.00% No change 980 $27K
Steward Partners Investment Advisory, LLC 0.00% Add +43.5% 937 $26K
Northwestern Mutual Wealth Management Co. 0.00% New 764 $21K
Sound Income Strategies, LLC 0.00% No change 557 $15K
Qube Research & Technologies Ltd 0.00% Add +358.1% 536 $15K
Parallel Advisors, LLC 0.00% Add +0.4% 509 $14K
JFS Wealth Advisors, LLC 0.00% Add +0.5% 421 $12K
Cheviot Value Management, LLC 0.00% New 325 $9K
Sage Mountain Advisors LLC 0.00% New 313 $9K
Archer Investment Corp 0.00% No change 248 $7K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 230 $6K
Lindbrook Capital, LLC 0.00% No change 221 $6K
Rothschild Investment LLC 0.00% No change 198 $5K
Asset Dedication, LLC 0.00% No change 155 $4K
Farther Finance Advisors, LLC 0.00% Reduce -3.5% 137 $4K
IFP Advisors, Inc 0.00% No change 135 $4K
Salem Investment Counselors Inc. 0.00% No change 120 $3K
O'shaughnessy Asset Management, LLC 0.00% New 100 $3K
Sandy Spring Bank 0.00% Add +1.3% 81 $2K
GPS Wealth Strategies Group, LLC 0.00% New 75 $2K
Painted Porch Advisors LLC 0.00% New 64 $2K
TD Waterhouse Canada Inc. 0.00% No change 55 $2K
AE Wealth Management LLC 0.00% No change 51 $1K
EverSource Wealth Advisors, LLC 0.00% No change 50 $1K
American National Bank & Trust 0.00% New 44 $1K
Hexagon Capital Partners LLC 0.00% No change 30 $827
Blue Bell Private Wealth Management, LLC 0.00% No change 25 $693
DHJJ Financial Advisors, Ltd. 0.00% No change 12 $331
Garde Capital, Inc. 0.00% New 12 $326
Capital Investment Advisory Services, LLC 0.00% Reduce -99.2% 1 $28

"% of holder's portfolio" is FINX's weight in each manager's 13F, not the share of Global X Fintech ETF the manager owns.