FINX Institutional Ownership & Shareholders
GLOBAL X FINTECH ETF (FINX) is currently held by 77 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $52.56M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of FINX tracked by InsiderSet, reporting ownership valued at approximately $7.05M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $6.82M, representing an estimated loss of -3.26% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 63% of the total disclosed FINX value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Bank Of America Corp, Raymond James Financial Inc, and several other long-term asset managers with concentrated positions in GLOBAL X FINTECH ETF (FINX).
This page ranks the largest institutional FINX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
77
Total Reported Value
$52.56M
Largest Holder
Morgan Stanley
Largest Position
$7.05M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
120
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 285,509 | $7,049,243 | $6,819,697 | -$229,546 | -3.26% | |
| Bank Of America Corp | 0.00% | 212,617 | $5,249,513 | $5,078,591 | -$170,922 | -3.26% | |
| Raymond James Financial Inc | 0.00% | 143,397 | $3,540,471 | $3,425,195 | -$115,276 | -3.26% | |
| Ubs Group Ag | 0.00% | 136,507 | $3,370,357 | $3,260,620 | -$109,737 | -3.26% | |
| Wells Fargo & Company/Mn | 0.00% | 127,470 | $3,147,254 | $3,044,761 | -$102,493 | -3.26% | |
| Lpl Financial Llc | 0.00% | 118,280 | $2,920,341 | $2,825,248 | -$95,093 | -3.26% | |
| Stamos Capital Partners, L.P. | 0.35% | 93,220 | $2,301,602 | $2,226,662 | -$74,940 | -3.26% | |
| Moran Wealth Management, Llc | 0.05% | 81,692 | $1,981,848 | $1,951,303 | -$30,545 | -1.54% | |
| Citadel Advisors Llc | 0.00% | 79,337 | $1,958,831 | $1,895,052 | -$63,779 | -3.26% | |
| Ameriprise Financial Inc | 0.00% | 66,229 | $1,635,243 | $1,581,953 | -$53,290 | -3.26% | |
| Farther Finance Advisors, Llc | 0.01% | 65,954 | $1,600,039 | $1,575,384 | -$24,655 | -1.54% | |
| Susquehanna International Group, Llp | 0.00% | 64,164 | $1,584,209 | $1,532,628 | -$51,581 | -3.26% | |
| Pnc Financial Services Group, Inc. | 0.00% | 60,099 | $1,483,844 | $1,435,531 | -$48,313 | -3.26% | |
| Lane Generational Llc | 1.21% | 55,700 | $1,375,233 | $1,330,456 | -$44,777 | -3.26% | |
| Flow Traders U.S. Llc | 0.06% | 55,315 | $1,366,000 | $1,321,260 | -$44,740 | -3.28% | |
| Citigroup Inc | 0.00% | 38,018 | $938,664 | $908,102 | -$30,562 | -3.26% | |
| Jane Street Group, Llc | 0.00% | 36,778 | $908,049 | $878,483 | -$29,566 | -3.26% | |
| Jones Financial Companies Lllp | 0.00% | 34,031 | $847,372 | $812,868 | -$34,504 | -4.07% | |
| Phoenix Wealth Advisors | 0.28% | 34,218 | $844,842 | $817,335 | -$27,507 | -3.26% | |
| Blue Sky Capital Consultants Group, Inc. | 0.30% | 29,457 | $714,633 | $703,613 | -$11,020 | -1.54% | |
| Archford Capital Strategies, Llc | 0.06% | 24,352 | $590,780 | $581,674 | -$9,106 | -1.54% | |
| Royal Bank Of Canada | 0.00% | 21,157 | $522,000 | $505,358 | -$16,642 | -3.19% | |
| Hrt Financial Lp | 0.00% | 20,979 | $517,000 | $501,106 | -$15,894 | -3.07% | |
| Wealthfront Advisers Llc | 0.00% | 19,826 | $489,504 | $473,566 | -$15,938 | -3.26% | |
| Iht Wealth Management, Llc | 0.01% | 17,190 | $424,423 | $410,602 | -$13,821 | -3.26% | |
| Vontobel Holding Ltd. | 0.00% | 14,500 | $351,770 | $346,348 | -$5,422 | -1.54% | |
| Mercer Global Advisors Inc | 0.00% | 13,643 | $336,846 | $325,878 | -$10,968 | -3.26% | |
| Sanctuary Advisors, Llc | 0.00% | 13,557 | $334,729 | $323,824 | -$10,905 | -3.26% | |
| Stelac Advisory Services Llc | 0.06% | 13,481 | $332,846 | $322,009 | -$10,837 | -3.26% | |
| Stifel Financial Corp | 0.00% | 13,109 | $323,668 | $313,123 | -$10,545 | -3.26% | |
| Cetera Investment Advisers | 0.00% | 12,949 | $319,711 | $309,301 | -$10,410 | -3.26% | |
| Creative Planning | 0.00% | 13,046 | $316,490 | $311,618 | -$4,872 | -1.54% | |
| Advisors Management Group Inc | 0.05% | 12,340 | $304,000 | $294,754 | -$9,246 | -3.04% | |
| Stratos Wealth Partners, Ltd. | 0.00% | 12,236 | $302,126 | $292,270 | -$9,856 | -3.26% | |
| Mission Financial Group, Llc | 0.20% | 10,529 | $255,438 | $251,497 | -$3,941 | -1.54% | |
| Osaic Holdings, Inc. | 0.00% | 9,394 | $232,138 | $224,386 | -$7,752 | -3.34% | |
| Northbridge Financial Group, Llc | 0.09% | 9,262 | $228,673 | $221,233 | -$7,440 | -3.25% | |
| Clearwater Capital Advisors, Llc | 0.02% | 9,259 | $228,605 | $221,161 | -$7,444 | -3.26% | |
| Beacon Pointe Advisors, Llc | 0.00% | 8,600 | $212,334 | $205,420 | -$6,914 | -3.26% | |
| Commonwealth Equity Services, Llc | 0.00% | 8,533 | $207,010 | $203,820 | -$3,190 | -1.54% | |
| Jaffetilchin Investment Partners, Llc | 0.01% | 8,204 | $202,564 | $195,962 | -$6,602 | -3.26% | |
| Jpmorgan Chase & Co | 0.00% | 5,093 | $127,572 | $121,652 | -$5,920 | -4.64% | |
| Rockefeller Capital Management L.P. | 0.00% | 2,874 | $70,960 | $68,649 | -$2,311 | -3.26% | |
| Valley National Advisers Inc | 0.01% | 2,737 | $66,400 | $65,376 | -$1,024 | -1.54% | |
| Banque Cantonale Vaudoise | 0.00% | 1,927 | $48,000 | $46,029 | -$1,971 | -4.11% | |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | 1,760 | $43,454 | $42,040 | -$1,414 | -3.26% | |
| Us Bancorp \De\ | 0.00% | 1,715 | $42,343 | $40,965 | -$1,378 | -3.26% | |
| Fmr Llc | 0.00% | 1,518 | $37,481 | $36,259 | -$1,222 | -3.26% | |
| Sbi Securities Co., Ltd. | 0.00% | 1,511 | $36,657 | $36,092 | -$565 | -1.54% | |
| Cdkv Holdings Llc | 0.02% | 1,212 | $29,396 | $28,950 | -$446 | -1.52% |
Frequently asked questions about FINX
Who are the largest institutional holders of FINX?
The largest institutional holders of FINX reported in the latest SEC Form 13F filings include Morgan Stanley, Bank Of America Corp, Raymond James Financial Inc, Ubs Group Ag, and Wells Fargo & Company/Mn. InsiderSet ranks institutional holders by their latest reported FINX position.
What is FINX institutional ownership?
This page tracks FINX positions reported by institutional investment managers through SEC Form 13F. GLOBAL X FINTECH ETF (FINX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FINX?
InsiderSet currently tracks 77 institutional managers reporting FINX holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of FINX shareholders.
How much FINX stock do institutions own?
Institutional investment managers disclosed approximately $52.56M in FINX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FINX institutional ownership last updated?
The latest FINX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional FINX holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its FINX position after the reporting date.
Are institutions buying or selling FINX?
Institutional buying and selling can be analyzed by comparing FINX positions across consecutive 13F reporting periods. InsiderSet's FINX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FINX ownership changes.
How has FINX institutional ownership changed over time?
InsiderSet tracks FINX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.