FINX Institutional Ownership
Global X - FinTech ETF
1W: -4.0%
1M: -9.2%
3M: -6.4%
YTD: -17.4%
1Y: -27.3%
3Y: +24.3%
5Y: -48.9%
$24.34
-0.03 (-0.13%)
Weekly Expected Move ±3.5%
$23
$23
$24
$25
$26
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — FINX
93
Institutional Holders
-11 vs prior quarter
0.0%
Ownership
+0.00pp
56M
Total Invested
12
New Positions
21
Increased
41
Reduced
14
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (114 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 285,509 | $7M | -116,811 | -29.0% | 36Q | SEC ↗ |
| 2 | BANK OF AMERICA CORP /DE | 212,617 | $5M | -196,405 | -48.0% | 15Q | SEC ↗ |
| 3 | Blue Sky Capital Consultants Group, In | 151,521 | $4M | +20,874 | +16.0% | 7Q | SEC ↗ |
| 4 | RAYMOND JAMES FINANCIAL INC | 143,397 | $3M | -186,780 | -56.6% | 7Q | SEC ↗ |
| 5 | UBS Group AG | 136,507 | $3M | +2,015 | +1.5% | 34Q | SEC ↗ |
| 6 | WELLS FARGO & COMPANY/MN | 127,470 | $3M | +28,743 | +29.1% | 29Q | SEC ↗ |
| 7 | LPL Financial LLC | 118,280 | $3M | -46,892 | -28.4% | 35Q | SEC ↗ |
| 8 | Stamos Capital Partners, L.P. | 93,220 | $2M | +4,482 | +5.1% | 7Q | SEC ↗ |
| 9 | CITADEL ADVISORS LLC NEW | 79,337 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 10 | Moran Wealth Management, LLC | 77,507 | $2M | -12,237 | -13.6% | 6Q | SEC ↗ |
| 11 | AMERIPRISE FINANCIAL INC | 66,229 | $2M | +6,547 | +11.0% | 16Q | SEC ↗ |
| 12 | Farther Finance Advisors, LLC | 64,189 | $2M | +5,989 | +10.3% | 7Q | SEC ↗ |
| 13 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 64,164 | $2M | -10,167 | -13.7% | 4Q | SEC ↗ |
| 14 | PNC Financial Services Group, Inc. | 60,099 | $1M | +41,826 | +228.9% | 15Q | SEC ↗ |
| 15 | Lane Generational LLC NEW | 55,700 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 16 | FLOW TRADERS U.S. LLC | 55,315 | $1M | +31,997 | +137.2% | 3Q | SEC ↗ |
| 17 | CITIGROUP INC | 38,018 | $925K | +5,385 | +16.5% | 32Q | SEC ↗ |
| 18 | JANE STREET GROUP, LLC | 36,778 | $895K | +13,989 | +61.4% | 6Q | SEC ↗ |
| 19 | Phoenix Wealth Advisors | 34,218 | $833K | +50 | +0.1% | 12Q | SEC ↗ |
| 20 | JONES FINANCIAL COMPANIES LLLP | 34,031 | $828K | +5,581 | +19.6% | 10Q | SEC ↗ |
| 21 | Archford Capital Strategies, LLC | 23,937 | $583K | +1,464 | +6.5% | 26Q | SEC ↗ |
| 22 | Cox Capital Mgt LLC NEW | 23,479 | $571K | — | +0.0% | 1Q | SEC ↗ |
| 23 | ROYAL BANK OF CANADA | 21,157 | $515K | -6,074 | -22.3% | 35Q | SEC ↗ |
| 24 | HRT FINANCIAL LP | 20,979 | $511K | +5,289 | +33.7% | 4Q | SEC ↗ |
| 25 | Wealthfront Advisers LLC | 19,826 | $483K | +2,114 | +11.9% | 18Q | SEC ↗ |
| 26 | IHT Wealth Management, LLC | 17,190 | $418K | -6,115 | -26.2% | 2Q | SEC ↗ |
| 27 | MERCER GLOBAL ADVISORS INC /ADV | 13,643 | $332K | -12,372 | -47.6% | 2Q | SEC ↗ |
| 28 | Sanctuary Advisors, LLC | 13,557 | $330K | -13,490 | -49.9% | 8Q | SEC ↗ |
| 29 | Creative Planning NEW | 13,515 | $329K | — | +0.0% | 1Q | SEC ↗ |
| 30 | Stelac Advisory Services LLC | 13,481 | $328K | — | +0.0% | 23Q | SEC ↗ |
| 31 | STIFEL FINANCIAL CORP | 13,109 | $319K | +325 | +2.5% | 30Q | SEC ↗ |
| 32 | Cetera Investment Advisers | 12,949 | $315K | -1,065 | -7.6% | 23Q | SEC ↗ |
| 33 | ADVISORS MANAGEMENT GROUP INC /ADV | 12,340 | $300K | -87 | -0.7% | 18Q | SEC ↗ |
| 34 | Stratos Wealth Partners, LTD. | 12,236 | $298K | -1,113 | -8.3% | 29Q | SEC ↗ |
| 35 | Sherman Asset Management, Inc. | 10,636 | $259K | +9,479 | +819.3% | 2Q | SEC ↗ |
| 36 | Mission Financial Group, LLC NEW | 10,512 | $256K | — | +0.0% | 1Q | SEC ↗ |
| 37 | OSAIC HOLDINGS, INC. | 9,394 | $229K | +3,215 | +52.0% | 26Q | SEC ↗ |
| 38 | NORTHBRIDGE FINANCIAL GROUP, LLC | 9,262 | $225K | -431 | -4.4% | 3Q | SEC ↗ |
| 39 | Clearwater Capital Advisors, LLC NEW | 9,259 | $225K | — | +0.0% | 1Q | SEC ↗ |
| 40 | CARLSON FINANCIAL, INC. | 9,027 | $220K | -96 | -1.1% | 3Q | SEC ↗ |
| 41 | Beacon Pointe Advisors, LLC NEW | 8,600 | $209K | — | +0.0% | 1Q | SEC ↗ |
| 42 | JPMORGAN CHASE & CO | 5,093 | $124K | +3,269 | +179.2% | 29Q | SEC ↗ |
| 43 | Rockefeller Capital Management L.P. | 2,874 | $70K | -1,469 | -33.8% | 4Q | SEC ↗ |
| 44 | VALLEY NATIONAL ADVISERS INC | 2,737 | $67K | -207 | -7.0% | 7Q | SEC ↗ |
| 45 | Banque Cantonale Vaudoise | 1,927 | $47K | -252 | -11.6% | 4Q | SEC ↗ |
| 46 | SBI Securities Co., Ltd. | 1,892 | $46K | -8 | -0.4% | 7Q | SEC ↗ |
| 47 | Migdal Insurance & Financial Holdings | 1,760 | $43K | — | +0.0% | 27Q | SEC ↗ |
| 48 | US BANCORP \DE | 1,715 | $42K | — | +0.0% | 26Q | SEC ↗ |
| 49 | FMR LLC | 1,518 | $37K | +904 | +147.2% | 13Q | SEC ↗ |
| 50 | CDKV HOLDINGS LLC | 1,210 | $29K | -47 | -3.7% | 3Q | SEC ↗ |
Recent Activity
New Positions (12)
| Holder | Shares | Value |
|---|---|---|
| CITADEL ADVISORS LLC | 79,337 | $2M |
| Lane Generational LLC | 55,700 | $1M |
| Cox Capital Mgt LLC | 23,479 | $571K |
| Creative Planning | 13,515 | $329K |
| Mission Financial Group, LLC | 10,512 | $256K |
| Clearwater Capital Advisors, LLC | 9,259 | $225K |
| Beacon Pointe Advisors, LLC | 8,600 | $209K |
| Integrated Wealth Concepts LLC | 826 | $20K |
| Global Retirement Partners, LLC | 251 | $6K |
| Arax Advisory Partners | 192 | $5K |
| IFG Advisory, LLC | 127 | $3K |
| Institute for Wealth Management, LL | 61 | $1K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Mirae Asset Global Investments Co., | 90,000 | $2M |
| ENVESTNET ASSET MANAGEMENT INC | 87,537 | $2M |
| AAFMAA Wealth Management & Trust LL | 40,442 | $984K |
| GTS SECURITIES LLC | 39,414 | $959K |
| CreativeOne Wealth, LLC | 38,564 | $939K |
| Cambridge Investment Research Advis | 37,708 | $918K |
| HighTower Advisors, LLC | 33,203 | $808K |
| RFG Advisory, LLC | 24,698 | $601K |
| Gerber Kawasaki Wealth & Investment | 15,067 | $367K |
| Legacy Financial Advisors, Inc. | 11,355 | $276K |
| COMMONWEALTH EQUITY SERVICES, LLC | 10,836 | $264K |
| APS Management Group, Inc. | 10,483 | $255K |
| J. Mark Nickell & Co. | 8,466 | $206K |
| D. E. Shaw & Co., Inc. | 8,190 | $199K |
| Jaffetilchin Investment Partners, L | 8,158 | $199K |
| GeoWealth Management, LLC | 7,205 | $175K |
| Accretive Wealth Partners, LLC | 7,200 | $175K |
| Cascade Financial Partners, LLC | 7,000 | $170K |
| TWIN PEAKS WEALTH ADVISORS, LLC | 2,484 | $60K |
| TOTH FINANCIAL ADVISORY CORP | 2,033 | $49K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| PNC Financial Services Group, Inc. | +41,826 | +228.9% | 60,099 |
| FLOW TRADERS U.S. LLC | +31,997 | +137.2% | 55,315 |
| WELLS FARGO & COMPANY/MN | +28,743 | +29.1% | 127,470 |
| Blue Sky Capital Consultants Group, | +20,874 | +16.0% | 151,521 |
| JANE STREET GROUP, LLC | +13,989 | +61.4% | 36,778 |
| Sherman Asset Management, Inc. | +9,479 | +819.3% | 10,636 |
| AMERIPRISE FINANCIAL INC | +6,547 | +11.0% | 66,229 |
| Farther Finance Advisors, LLC | +5,989 | +10.3% | 64,189 |
| JONES FINANCIAL COMPANIES LLLP | +5,581 | +19.6% | 34,031 |
| CITIGROUP INC | +5,385 | +16.5% | 38,018 |
| HRT FINANCIAL LP | +5,289 | +33.7% | 20,979 |
| Stamos Capital Partners, L.P. | +4,482 | +5.1% | 93,220 |
| JPMORGAN CHASE & CO | +3,269 | +179.2% | 5,093 |
| OSAIC HOLDINGS, INC. | +3,215 | +52.0% | 9,394 |
| Wealthfront Advisers LLC | +2,114 | +11.9% | 19,826 |
| UBS Group AG | +2,015 | +1.5% | 136,507 |
| Archford Capital Strategies, LLC | +1,464 | +6.5% | 23,937 |
| FMR LLC | +904 | +147.2% | 1,518 |
| STIFEL FINANCIAL CORP | +325 | +2.5% | 13,109 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | +62 | +6.5% | 1,019 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| BANK OF AMERICA CORP /DE | -196,405 | -48.0% | 212,617 |
| RAYMOND JAMES FINANCIAL INC | -186,780 | -56.6% | 143,397 |
| MORGAN STANLEY | -116,811 | -29.0% | 285,509 |
| LPL Financial LLC | -46,892 | -28.4% | 118,280 |
| Sanctuary Advisors, LLC | -13,490 | -49.9% | 13,557 |
| MERCER GLOBAL ADVISORS INC /ADV | -12,372 | -47.6% | 13,643 |
| Moran Wealth Management, LLC | -12,237 | -13.6% | 77,507 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -10,167 | -13.7% | 64,164 |
| IHT Wealth Management, LLC | -6,115 | -26.2% | 17,190 |
| ROYAL BANK OF CANADA | -6,074 | -22.3% | 21,157 |
| HARBOUR INVESTMENTS, INC. | -1,761 | -71.0% | 718 |
| Rockefeller Capital Management L.P. | -1,469 | -33.8% | 2,874 |
| Stratos Wealth Partners, LTD. | -1,113 | -8.3% | 12,236 |
| Cetera Investment Advisers | -1,065 | -7.6% | 12,949 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -676 | -99.4% | 4 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | -431 | -4.4% | 9,262 |
| Harbor Asset Planning, Inc. | -336 | -60.8% | 217 |
| Banque Cantonale Vaudoise | -252 | -11.6% | 1,927 |
| VALLEY NATIONAL ADVISERS INC | -207 | -7.0% | 2,737 |
| Cheviot Value Management, LLC | -200 | -61.5% | 125 |