Who owns FINX?
Global X FinTech ETF · Global X
79 institutions reported holding FINX, worth $55.9M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of FINX
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Morgan Stanley | New York, NY | $7.0M | 285,509 | −116,811 shares |
| Bank of America Corp. | Charlotte, NC | $5.2M | 212,617 | −196,405 shares |
| Blue Sky Capital Consultants Group, Inc. | Poway, CA | $3.7M | 151,521 | +20,874 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $3.5M | 143,397 | −186,780 shares |
| UBS Group AG | Zurich, Switzerland | $3.4M | 136,507 | +2,015 shares |
| Wells Fargo & Company | San Francisco, CA | $3.1M | 127,470 | +28,743 shares |
| LPL Financial LLC | Fort Mill, SC | $2.9M | 118,280 | −46,892 shares |
| Stamos Capital Partners, L.P. | Menlo Park, CA | $2.3M | 93,220 | +4,482 shares |
| Citadel Advisors LLC | Miami, FL | $2.0M | 79,337 | New position |
| Moran Wealth Management, LLC | Naples, FL | $1.9M | 77,507 | −12,237 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns FINX?
79 institutional managers reported holding FINX in Form 13F filings for June 30, 2026, worth $55.9M in total. The largest reported position was held by Morgan Stanley, at $7.0M.
Did institutions buy or sell FINX last quarter?
Reported 13F value fell 4.9% from March 31, 2026, which includes price moves as well as buying and selling. 13 firms reported a new position and 14 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is FINX ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.