Vault-13

GLOBAL X FDS FINX

FINTECH ETF · ETP · CUSIP 37954Y814

79 institutional holders -1 vs Q1 2026
2,263,0972.3m shares reported held*
$55.9mreported value*
10 new 21 added 27 reduced 13 sold out net sold ≈ $7.1m (-291.6k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $24.69.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 133Q4 22: 136Q1 23: 123Q2 23: 115Q3 23: 105Q4 23: 114Q1 24: 107Q2 24: 104Q3 24: 93Q4 24: 102Q1 25: 99Q2 25: 99Q3 25: 103Q4 25: 93Q1 26: 80Q2 26: 7979Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 2022133
Q4 2022136
Q1 2023123
Q2 2023115
Q3 2023105
Q4 2023114
Q1 2024107
Q2 2024104
Q3 202493
Q4 2024102
Q1 202599
Q2 202599
Q3 2025103
Q4 202593
Q1 202680
Q2 202679

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 24: 27 bought or addedQ3 24: 56 cut or sold outQ4 24: 45 bought or addedQ4 24: 34 cut or sold outQ4 24Q1 25: 51 bought or addedQ1 25: 40 cut or sold outQ2 25: 47 bought or addedQ2 25: 38 cut or sold outQ2 25Q3 25: 44 bought or addedQ3 25: 38 cut or sold outQ4 25: 35 bought or addedQ4 25: 46 cut or sold outQ4 25Q1 26: 35 bought or addedQ1 26: 51 cut or sold outQ2 26: 31 bought or addedQ2 26: 40 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20242756
Q4 20244534
Q1 20255140
Q2 20254738
Q3 20254438
Q4 20253546
Q1 20263551
Q2 20263140

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$100k$200k$300k$400kQ3 25 calls: $0Q3 25 puts: $335.2kQ3 25P/C —Q4 25 calls: $341.4kQ4 25 puts: $0Q4 25P/C 0.00Q1 26 calls: $0Q1 26 puts: $0Q1 26P/C —Q2 26 calls: $0Q2 26 puts: $0Q2 26P/C —
Numbers
QuarterCallsPutsP/C
Q3 2025$0$335.2k—
Q4 2025$341.4k$00.00
Q1 2026$0$0—
Q2 2026$0$0—

Biggest buyers

CITADEL ADVISORS LLC New +79,337+79.3k
Lane Generational LLC New +55,700+55.7k
PNC Financial Services Group, Inc. Added +41,826+41.8k
FLOW TRADERS U.S. LLC Added +31,997+32.0k
WELLS FARGO & COMPANY/MN Added +28,743+28.7k
Cox Capital Mgt LLC New +23,479+23.5k
Blue Sky Capital Consultants Group, Inc. Added +20,874+20.9k
JANE STREET GROUP, LLC Added +13,989+14.0k
Creative Planning New +13,515+13.5k
Sherman Asset Management, Inc. Added +9,479+9.5k

Biggest sellers

BANK OF AMERICA CORP /DE/ Reduced -196,405-196.4k
RAYMOND JAMES FINANCIAL INC Reduced -186,780-186.8k
MORGAN STANLEY Reduced -116,811-116.8k
LPL Financial LLC Reduced -46,892-46.9k
GTS SECURITIES LLC Sold out -39,414-39.4k
Gerber Kawasaki Wealth & Investment Management Sold out -15,067-15.1k
Sanctuary Advisors, LLC Reduced -13,490-13.5k
MERCER GLOBAL ADVISORS INC /ADV Reduced -12,372-12.4k
Moran Wealth Management, LLC Reduced -12,237-12.2k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -10,167-10.2k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 285,509285.5k $7.0m $7.0m 0.00% Reduced -116.8k -116,811
2 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 212,617212.6k $5.2m $5.2m 0.00% Reduced -196.4k -196,405
3 Blue Sky Capital Consultants Group, Inc. 1.60% of their portfolio Poway, CA 151,521151.5k $3.7m $3.7m 1.60% Added +20.9k +20,874
4 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 143,397143.4k $3.5m $3.5m 0.00% Reduced -186.8k -186,780
5 UBS Group AG 0.00% of their portfolio ZURICH, V8 136,507136.5k $3.4m $3.4m 0.00% Added +2.0k +2,015
6 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 127,470127.5k $3.1m $3.1m 0.00% Added +28.7k +28,743
7 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 118,280118.3k $2.9m $2.9m 0.00% Reduced -46.9k -46,892
8 Stamos Capital Partners, L.P. 0.35% of their portfolio Menlo Park, CA 93,22093.2k $2.3m $2.3m 0.35% Added +4.5k +4,482
9 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 79,33779.3k $2.0m $2.0m 0.00% New
10 Moran Wealth Management, LLC 0.05% of their portfolio NAPLES, FL 77,50777.5k $1.9m $1.9m 0.05% Reduced -12.2k -12,237
11 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 66,22966.2k $1.6m $1.6m 0.00% Added +6.5k +6,547
12 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 64,18964.2k $1.6m $1.6m 0.01% Added +6.0k +5,989
13 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 64,16464.2k $1.6m $1.6m 0.00% Reduced -10.2k -10,167
14 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 60,09960.1k $1.5m $1.5m 0.00% Added +41.8k +41,826
15 Lane Generational LLC 1.21% of their portfolio Palm Beach, FL 55,70055.7k $1.4m $1.4m 1.21% New
16 FLOW TRADERS U.S. LLC 0.06% of their portfolio NEW YORK, NY 55,31555.3k $1.4m $1.4m 0.06% Added +32.0k +31,997
17 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 38,01838.0k $938.7k $938.7k 0.00% Added +5.4k +5,385
18 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 36,77836.8k $908.0k $908.0k 0.00% Added +14.0k +13,989
19 Phoenix Wealth Advisors 0.28% of their portfolio CHAPEL HILL, NC 34,21834.2k $844.8k $844.8k 0.28% Added +50 +50
20 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 34,03134.0k $847.4k $847.4k 0.00% Added +5.6k +5,581
21 Archford Capital Strategies, LLC 0.06% of their portfolio SWANSEA, IL 23,93723.9k $591.0k $591.0k 0.06% Added +1.5k +1,464
22 Cox Capital Mgt LLC 0.32% of their portfolio ANDOVER, MA 23,47923.5k $579.7k $579.7k 0.32% New
23 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 21,15721.2k $522.0k $522.0k 0.00% Reduced -6.1k -6,074
24 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 20,97921.0k $517.0k $517.0k 0.00% Added +5.3k +5,289
25 Wealthfront Advisers LLC 0.00% of their portfolio Palo Alto, CA 19,82619.8k $489.5k $489.5k 0.00% Added +2.1k +2,114
26 IHT Wealth Management, LLC 0.01% of their portfolio Chicago, IL 17,19017.2k $424.4k $424.4k 0.01% Reduced -6.1k -6,115
27 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 13,64313.6k $336.8k $336.8k 0.00% Reduced -12.4k -12,372
28 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 13,55713.6k $334.7k $334.7k 0.00% Reduced -13.5k -13,490
29 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 13,51513.5k $333.7k $333.7k 0.00% New
30 Stelac Advisory Services LLC 0.06% of their portfolio NEW YORK, NY 13,48113.5k $332.8k $332.8k 0.06% Unchanged
31 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 13,10913.1k $323.7k $323.7k 0.00% Added +325 +325
32 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 12,94912.9k $319.7k $319.7k 0.00% Reduced -1.1k -1,065
33 ADVISORS MANAGEMENT GROUP INC /ADV 0.05% of their portfolio LA CROSSE, WI 12,34012.3k $304.0k $304.0k 0.05% Reduced -87 -87
34 Stratos Wealth Partners, LTD. 0.00% of their portfolio BEACHWOOD, OH 12,23612.2k $302.1k $302.1k 0.00% Reduced -1.1k -1,113
35 Sherman Asset Management, Inc. 0.20% of their portfolio VENTURA, CA 10,63610.6k $262.6k $262.6k 0.20% Added +9.5k +9,479
36 Mission Financial Group, LLC 0.22% of their portfolio HONOLULU, HI 10,51210.5k $259.5k $259.5k 0.22% First filing
37 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 9,3949.4k $232.1k $232.1k 0.00% Added +3.2k +3,215
38 NORTHBRIDGE FINANCIAL GROUP, LLC 0.09% of their portfolio TAMPA, FL 9,2629.3k $228.7k $228.7k 0.09% Reduced -431 -431
39 Clearwater Capital Advisors, LLC 0.02% of their portfolio HOFFMAN ESTATES, IL 9,2599.3k $228.6k $228.6k 0.02% New
40 CARLSON FINANCIAL, INC. 0.11% of their portfolio CANBY, OR 9,0279.0k $222.7k $222.7k 0.11% Reduced -96 -96
41 Beacon Pointe Advisors, LLC 0.00% of their portfolio NEWPORT BEACH, CA 8,6008.6k $212.3k $212.3k 0.00% New
42 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 5,0935.1k $127.6k $127.6k 0.00% Added +3.3k +3,269
43 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 2,8742.9k $71.0k $71.0k 0.00% Reduced -1.5k -1,469
44 VALLEY NATIONAL ADVISERS INC 0.01% of their portfolio BETHLEHEM, PA 2,7372.7k $67.6k $67.6k 0.01% Reduced -207 -207
45 Banque Cantonale Vaudoise 0.00% of their portfolio LAUSANNE, V8 1,9271.9k $48.0k $48.0k 0.00% Reduced -252 -252
46 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 1,8921.9k $46.7k $46.7k 0.00% Reduced -8 -8
47 Migdal Insurance & Financial Holdings Ltd. 0.00% of their portfolio Petach Tikva, L3 1,7601.8k $43.5k $43.5k 0.00% Unchanged
48 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 1,7151.7k $42.3k $42.3k 0.00% Unchanged
49 FMR LLC 0.00% of their portfolio BOSTON, MA 1,5181.5k $37.5k $37.5k 0.00% Added +904 +904
50 CDKV HOLDINGS LLC 0.02% of their portfolio DENVER, CO 1,2101.2k $29.9k $29.9k 0.02% Reduced -47 -47
51 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 1,0771.1k $26.6k $26.6k 0.00% Unchanged
52 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 1,0421.0k $25.7k $25.7k 0.00% Reduced -195 -195
53 DUNCKER STREETT & CO INC 0.00% of their portfolio St. Louis, MO 1,0251.0k $25.3k $25.3k 0.00% Unchanged
54 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 1,0191.0k $25.2k $25.2k 0.00% Added +62 +62
55 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 826826 $20.4k $20.4k 0.00% New
56 HALBERT HARGROVE GLOBAL ADVISORS, LLC 0.00% of their portfolio LONG BEACH, CA 750750 $18.5k $18.5k 0.00% Unchanged
57 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 718718 $17.7k $17.7k 0.00% Reduced -1.8k -1,761
58 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio ORLANDO, FL 625625 $15.8k $15.8k 0.00% Unchanged
59 Parallel Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 293293 $7.2k $7.2k 0.00% Unchanged
60 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 282282 $7.0k $7.0k 0.00% Unchanged
61 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 259259 $6.4k $6.4k 0.00% Reduced -200 -200
62 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 251251 $6.2k $6.2k 0.00% First filing
63 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 248248 $6.1k $6.1k 0.00% Reduced -40 -40
64 Ritter Daniher Financial Advisory LLC / DE 0.00% of their portfolio CINCINNATI, OH 230230 $5.7k $5.7k 0.00% Unchanged
65 Harbor Asset Planning, Inc. 0.00% of their portfolio BELMONT, MA 217217 $5.4k $5.4k 0.00% Reduced -336 -336
66 ROTHSCHILD INVESTMENT LLC 0.00% of their portfolio CHICAGO, IL 198198 $4.9k $4.9k 0.00% Unchanged
67 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 192192 $4.7k $4.7k 0.00% New
68 Asset Dedication, LLC 0.00% of their portfolio SAN FRANCISCO, CA 155155 $3.8k $3.8k 0.00% Unchanged
69 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 135135 $3.3k $3.3k 0.00% Unchanged
70 IFG Advisory, LLC 0.00% of their portfolio ATLANTA, GA 127127 $3.1k $3.1k 0.00% New
71 Cheviot Value Management, LLC 0.00% of their portfolio BEVERLY HILLS, CA 125125 $3.1k $3.1k 0.00% Reduced -200 -200
72 SALEM INVESTMENT COUNSELORS INC 0.00% of their portfolio WINSTON-SALEM, NC 9595 $2.4k $2.4k 0.00% Unchanged
73 Atlantic Union Bankshares Corp 0.00% of their portfolio GLEN ALLEN, VA 8181 $2.0k $2.0k 0.00% Unchanged
74 Institute for Wealth Management, LLC. 0.00% of their portfolio DENVER, CO 6161 $1.5k $1.5k 0.00% New
75 TD Waterhouse Canada Inc. 0.00% of their portfolio TORONTO, A6 5555 $1.4k $1.4k 0.00% Unchanged
76 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 5050 $1.2k $1.2k 0.00% Unchanged
77 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.00% of their portfolio BLUE BELL, PA 2525 $621 $621 0.00% Unchanged
78 DHJJ Financial Advisors, Ltd. 0.00% of their portfolio NAPERVILLE, IL 1212 $297 $297 0.00% Unchanged
79 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 44 $99 $99 0.00% Reduced -676 -676