
Global X FinTech is an exchange-traded fund on NASDAQ. As of Q3 2025, 92 institutional investors hold shares in this ETF, with total holdings valued at $94.0M. BANK OF AMERICA CORP /DE/ is the largest holder with a position valued at $13.2M.
Overview of institutional ownership in FINX as of Q3 2025
Institutions with the largest positions in FINX as of Q3 2025
| Institution | Position Value |
|---|---|
BANK OF AMERICA CORP /DE/ Institution | $13.2M 0.00% of portfolio |
L LPL Financial LLC Institution | $10.9M 0.00% of portfolio |
MORGAN STANLEY RIA/Wealth | $9.8M 0.00% of portfolio |
S SCOTIA CAPITAL INC. Institution | $5.2M 0.02% of portfolio |
UBS Group AG Institution | $5.0M 0.00% of portfolio |
AMERIPRISE FINANCIAL INC Institution | $4.7M 0.00% of portfolio |
Blue Sky Capital Consultants Group, Inc. RIA/Wealth | $4.6M 2.04% of portfolio |
$4.4M 0.15% of portfolio | |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $3.4M 0.00% of portfolio |
WELLS FARGO & COMPANY/MN Institution | $2.7M 0.00% of portfolio |
Institutional buying and selling activity for FINX in Q3 2025
| Institution | Net Bought |
|---|---|
L LPL Financial LLC Institution | +$2.6M +78.0K shares |
MORGAN STANLEY RIA/Wealth | +$2.3M +68.5K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | +$2.0M +60.6K shares |
AMERIPRISE FINANCIAL INC Institution | +$1.4M +42.8K shares |
BANK OF AMERICA CORP /DE/ Institution | +$1.2M +35.2K shares |
G GTS SECURITIES LLC Institution | +$658.5K +19.6K shares |
Farther Finance Advisors, LLC RIA/Wealth | +$524.1K +15.6K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$508.9K +15.2K shares |
Moran Wealth Management, LLC RIA/Wealth | +$496.8K +14.8K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$347.9K +10.4K shares |
| Institution | Net Sold |
|---|---|
J JANE STREET GROUP, LLC Institution | −$1.3M −37.4K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$517.8K −15.1K shares |
Change Path, LLC RIA/Wealth | −$388.5K −11.6K shares |
−$320.9K −9.4K shares | |
Goss Wealth Management LLC RIA/Wealth | −$268.1K −8.0K shares |
Stamos Capital Partners, L.P. Fund of Funds | −$240.9K −7.2K shares |
J Joseph P. Lucia & Associates, LLC RIA/Wealth | −$208.7K −6.1K shares |
Ballast, Inc. RIA/Wealth | −$208.7K −6.1K shares |
Stelac Advisory Services LLC Private Equity | −$206.3K −6.2K shares |
−$192.7K −5.7K shares |
Institutions that initiated new positions or completely exited FINX in Q3 2025
| Institution | Position Value |
|---|---|
G GTS SECURITIES LLC Institution | $658.5K 19.6K shares |
Legacy Financial Advisors, Inc. RIA/Wealth | $295.4K 8.8K shares |
Columbus Macro, LLC Long Only Manager | $255.5K 7.6K shares |
MML INVESTORS SERVICES, LLC RIA/Wealth | $236.2K 7.0K shares |
BAM Wealth Management, LLC RIA/Wealth | $219.4K 6.5K shares |
BARCLAYS PLC Institution | $201.8K 6.0K shares |
HIGHLINE WEALTH PARTNERS LLC RIA/Wealth | $98.9K 3.0K shares |
S SIMPLEX TRADING, LLC Institution | - - shares |
| Institution | Previous Position |
|---|---|
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $517.8K 15.1K shares |
$320.9K 9.4K shares | |
Ballast, Inc. RIA/Wealth | $208.7K 6.1K shares |
J Joseph P. Lucia & Associates, LLC RIA/Wealth | $208.7K 6.1K shares |
TWIN PEAKS WEALTH ADVISORS, LLC RIA/Wealth | $118.9K 3.6K shares |
H HUNTINGTON NATIONAL BANK Long Only Manager | $53.6K - shares |
Legend Financial Advisors, Inc. RIA/Wealth | $34.2K 1.0K shares |
Ameritas Advisory Services, LLC RIA/Wealth | $28.6K 835.0 shares |
A Atlantic Trust Group, LLC Institution | $3.1K 91.0 shares |
GPS Wealth Strategies Group, LLC RIA/Wealth | $2.6K 75.0 shares |
Institutions with the largest Call and Put options positions in FINX as of Q3 2025
| Institution | Position Value |
|---|---|
J JCSD Capital, LLC Hedge Fund•Sector | - - contracts |
| Institution | Position Value |
|---|---|
J JCSD Capital, LLC Hedge Fund•Sector | $335.2K 100.0 contracts |
Institutions with FINX as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Blue Sky Capital Consultants Group, Inc. RIA/Wealth | 2.04% $4.6M |
A AAFMAA Wealth Management & Trust LLC Institution | 0.70% $1.8M |
Phoenix Wealth Advisors RIA/Wealth | 0.46% $1.2M |
Stamos Capital Partners, L.P. Fund of Funds | 0.21% $1.1M |
BAM Wealth Management, LLC RIA/Wealth | 0.17% $219.4K |
0.15% $4.4M | |
Key Client Fiduciary Advisors, LLC RIA/Wealth | 0.10% $293.6K |
Stelac Advisory Services LLC Private Equity | 0.07% $216.1K |
Accretive Wealth Partners, LLC RIA/Wealth | 0.07% $241.3K |
Archford Capital Strategies, LLC RIA/Wealth | 0.07% $580.5K |
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