Public ownership evidence

Global X Funds Global X FinTech ETF (FINX) Ownership Disclosures

Read FINX insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Global X Funds Global X FinTech ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
CARLSON FINANCIAL, INC.
Report period
2026-06-30
Available
2026-08-25
Reported shares
9,027
Value (USD)
$222,742
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002085853-26-001066
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read FINX fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read FINX fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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CARLSON FINANCIAL, INC.2026-06-302026-08-259,027$222,742None
CARLSON FINANCIAL, INC.2026-03-312026-08-259,123$210,734None
CARLSON FINANCIAL, INC.2025-12-312026-08-259,115$268,253None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2013,643$336,846None
Beacon Pointe Advisors, LLC2026-06-302026-08-198,600$212,334None
Qube Research & Technologies Ltd2026-06-302026-08-15248$6,123None
IFG Advisory, LLC2026-06-302026-08-15127$3,136None
OSAIC HOLDINGS, INC.2026-06-302026-08-1513$329None
OSAIC HOLDINGS, INC.2026-06-302026-08-152,235$55,278None
OSAIC HOLDINGS, INC.2026-06-302026-08-157,146$176,531None
JANE STREET GROUP, LLC2026-06-302026-08-1536,778$908,049None
HRT FINANCIAL LP2026-06-302026-08-1520,979$517,000None
FLOW TRADERS U.S. LLC2026-06-302026-08-1555,315$1,366,000None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1564,164$1,584,209None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-1534,031$847,372None
AMERIPRISE FINANCIAL INC2026-06-302026-08-1566,229$1,635,243None
ROYAL BANK OF CANADA2026-06-302026-08-152,523$62,000None
ROYAL BANK OF CANADA2026-06-302026-08-1517,304$427,000None
ROYAL BANK OF CANADA2026-06-302026-08-151,330$33,000None
CITADEL ADVISORS LLC2026-06-302026-08-1579,337$1,958,831None
IHT Wealth Management, LLC2026-06-302026-08-1517,190$424,423None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15117,542$2,902,111None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1525,855$638,360None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1598,758$2,438,346None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15352$8,691None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1528,360$700,217None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15165,035$4,074,714None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1547,582$1,174,799None
Mission Financial Group, LLC2026-06-302026-08-1410,512$259,536None
Lane Generational LLC2026-06-302026-08-1455,700$1,375,233None
Sanctuary Advisors, LLC2026-06-302026-08-1413,557$334,729None
Rockefeller Capital Management L.P.2026-06-302026-08-142,874$70,960None
Steward Partners Investment Advisory, LLC2026-06-302026-08-141,042$25,727None
UBS Group AG2026-06-302026-08-147,070$174,558None
UBS Group AG2026-06-302026-08-143,944$97,377None
UBS Group AG2026-06-302026-08-14125,493$3,098,422None
Creative Planning2026-06-302026-08-144,443$109,687None
Creative Planning2026-06-302026-08-149,072$223,988None
Stamos Capital Partners, L.P.2026-06-302026-08-1493,220$2,301,602None
MORGAN STANLEY2026-06-302026-08-14283,220$6,992,705None
MORGAN STANLEY2026-06-302026-08-141$47None
MORGAN STANLEY2026-06-302026-08-146$148None
MORGAN STANLEY2026-06-302026-08-142,282$56,343None
FMR LLC2026-06-302026-08-141,518$37,481None
Integrated Wealth Concepts LLC2026-06-302026-08-13826$20,410None
Cetera Investment Advisers2026-06-302026-08-1312,949$319,711None
NewEdge Advisors, LLC2026-06-302026-08-13282$6,963None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-134$99None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-13718$17,727None
STIFEL FINANCIAL CORP2026-06-302026-08-13351$8,677None

90-day public filing window, up to 50 source positions.

CARLSON FINANCIAL, INC. ↗CARLSON FINANCIAL, INC. ↗CARLSON FINANCIAL, INC. ↗MERCER GLOBAL ADVISORS INC /ADV ↗Beacon Pointe Advisors, LLC ↗Qube Research & Technologies Ltd ↗IFG Advisory, LLC ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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