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Funds Holding FINX

On this page, we present all of the funds holding FINX from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding FINX, with a link to that fund's top holdings. The next columns indicate the amount of FINX stock held by each of the funds holding FINX, followed by the FINX position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 107 funds holding FINX within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by The PNC Financial Services Group Inc.. For more details on the positions held by The PNC Financial Services Group Inc. (or by any of the other funds holding FINX), click the fund name in the "Holder" column of the funds-holding-FINX table below.

HolderAmountPosition Size
($ in 1000's)
 As of
The PNC Financial Services Group Inc.1,205,701$30,830 12/31/2023
     FINX1,205,701$30,830 12/31/2023
Advisor Group Holdings Inc.403,509$10,318 12/31/2023
     FINX403,509$10,318 12/31/2023
UBS Group AG360,160$9,209 12/31/2023
     FINX360,160$9,209 12/31/2023
Mirae Asset Global Investments Co. Ltd.332,067$8,491 12/31/2023
     FINX332,067$8,491 12/31/2023
Morgan Stanley275,778$7,052 12/31/2023
     FINX275,778$7,052 12/31/2023
Jane Street Group LLC236,004$6,035 12/31/2023
     FINX236,004$6,035 12/31/2023
Bank of America Corp DE217,249$5,555 12/31/2023
     FINX217,249$5,555 12/31/2023
Stelac Advisory Services LLC182,036$4,655 12/31/2023
     FINX182,036$4,655 12/31/2023
LPL Financial LLC175,953$4,499 12/31/2023
     FINX175,953$4,499 12/31/2023
Bbjs Financial Advisors LLC174,075$4,451 12/31/2023
     FINX174,075$4,451 12/31/2023
Wells Fargo & Company MN152,982$3,912 12/31/2023
     FINX152,982$3,912 12/31/2023
Gerber Kawasaki Wealth & Investment Management143,409$3,667 12/31/2023
     FINX143,409$3,667 12/31/2023
MML Investors Services LLC100,452$2,569 12/31/2023
     FINX100,452$2,569 12/31/2023
JPMorgan Chase & Co.95,748$2,448 12/31/2023
     FINX95,748$2,448 12/31/2023
Raymond James & Associates82,562$2,300 03/31/2024
     FINX82,562$2,300 03/31/2024
MONECO Advisors LLC76,158$1,947 12/31/2023
     FINX76,158$1,947 12/31/2023
Insight Advisors LLC PA70,492$1,802 12/31/2023
     FINX70,492$1,802 12/31/2023
Susquehanna International Group LLP $1,615 12/31/2023
     FINX52,768$1,349 12/31/2023
     Call10,400$266 12/31/2023
Change Path LLC55,530$1,420 12/31/2023
     FINX55,530$1,420 12/31/2023
Ameriprise Financial Inc.50,958$1,303 12/31/2023
     FINX50,958$1,303 12/31/2023
Raymond James Financial Services Advisors Inc.45,541$1,269 03/31/2024
     FINX45,541$1,269 03/31/2024
Citadel Advisors LLC $1,261 12/31/2023
     FINX35,926$919 12/31/2023
     Call13,700$350 12/31/2023
     Put300$8 12/31/2023
Kingsview Wealth Management LLC44,702$1,143 12/31/2023
     FINX44,702$1,143 12/31/2023
Envestnet Asset Management Inc.43,855$1,121 12/31/2023
     FINX43,855$1,121 12/31/2023
Citigroup Inc.42,443$1,085 12/31/2023
     FINX42,443$1,085 12/31/2023
Tocqueville Asset Management L.P.41,730$1,067 12/31/2023
     FINX41,730$1,067 12/31/2023
Cambridge Investment Research Advisors Inc.35,651$993 03/31/2024
     FINX35,651$993 03/31/2024
Royal Bank of Canada36,851$942 12/31/2023
     FINX36,851$942 12/31/2023
HighTower Advisors LLC36,049$922 12/31/2023
     FINX36,049$922 12/31/2023
Cetera Investment Advisers32,484$831 12/31/2023
     FINX32,484$831 12/31/2023
Essex LLC31,636$809 12/31/2023
     FINX31,636$809 12/31/2023
Price Capital Management Inc.29,600$757 12/31/2023
     FINX29,600$757 12/31/2023
Phoenix Wealth Advisors30,324$752 12/31/2023
     FINX30,324$752 12/31/2023
Robertson Stephens Wealth Management LLC26,456$677 12/31/2023
     FINX26,456$677 12/31/2023
Fisher Asset Management LLC25,456$651 12/31/2023
     FINX25,456$651 12/31/2023
Commonwealth Equity Services LLC23,387$598 12/31/2023
     FINX23,387$598 12/31/2023
Archford Capital Strategies LLC21,376$596 03/31/2024
     FINX21,376$596 03/31/2024
Stratos Wealth Partners LTD.20,225$563 03/31/2024
     FINX20,225$563 03/31/2024
Pinnacle Financial Group LLC IL21,624$553 12/31/2023
     FINX21,624$553 12/31/2023
Wolverine Trading LLC $481 12/31/2023
     Call18,800$481 12/31/2023
Wealthfront Advisers LLC15,339$427 03/31/2024
     FINX15,339$427 03/31/2024
Creative Financial Designs Inc. ADV16,386$419 12/31/2023
     FINX16,386$419 12/31/2023
Stifel Financial Corp16,308$417 12/31/2023
     FINX16,308$417 12/31/2023
Atria Wealth Solutions Inc.16,319$417 12/31/2023
     FINX16,319$417 12/31/2023
Meitav Dash Investments Ltd.15,978$409 12/31/2023
     FINX15,978$409 12/31/2023
Glenview Trust Co15,652$400 12/31/2023
     FINX15,652$400 12/31/2023
Banco Santander S.A.15,375$393 12/31/2023
     FINX15,375$393 12/31/2023
Captrust Financial Advisors14,695$376 12/31/2023
     FINX14,695$376 12/31/2023
Joseph P. Lucia & Associates LLC14,271$365 12/31/2023
     FINX14,271$365 12/31/2023
IHT Wealth Management LLC13,466$344 12/31/2023
     FINX13,466$344 12/31/2023
Key Client Fiduciary Advisors LLC12,236$341 03/31/2024
     FINX12,236$341 03/31/2024
GeoWealth Management LLC13,272$341 12/31/2023
     FINX13,272$341 12/31/2023
Gladstone Institutional Advisory LLC13,249$339 12/31/2023
     FINX13,249$339 12/31/2023
Advisors Management Group Inc. ADV12,141$310 12/31/2023
     FINX12,141$310 12/31/2023
National Bank of Canada FI8,920$222 12/31/2023
     FINX8,920$222 12/31/2023
Financial Advocates Investment Management8,583$219 12/31/2023
     FINX8,583$219 12/31/2023
Accretive Wealth Partners LLC8,400$215 12/31/2023
     FINX8,400$215 12/31/2023
Beacon Pointe Advisors LLC8,232$210 12/31/2023
     FINX8,232$210 12/31/2023
Jaffetilchin Investment Partners LLC8,097$207 12/31/2023
     FINX8,097$207 12/31/2023
Barclays PLC6,020$154 12/31/2023
     FINX6,020$154 12/31/2023
Tradition Wealth Management LLC5,622$144 12/31/2023
     FINX5,622$144 12/31/2023
Lindbrook Capital LLC4,521$116 12/31/2023
     FINX4,521$116 12/31/2023
Harbour Investments Inc.4,436$113 12/31/2023
     FINX4,436$113 12/31/2023
Tower Research Capital LLC TRC 3,825$98 12/31/2023
     FINX3,825$98 12/31/2023
US Bancorp DE2,115$54 12/31/2023
     FINX2,115$54 12/31/2023
Migdal Insurance & Financial Holdings Ltd.1,960$50 12/31/2023
     FINX1,960$50 12/31/2023
Capital Investment Advisory Services LLC1,725$44 12/31/2023
     FINX1,725$44 12/31/2023
Covestor Ltd1,627$42 12/31/2023
     FINX1,627$42 12/31/2023
Blair William & Co. IL1,498$38 12/31/2023
     FINX1,498$38 12/31/2023
Simplex Trading LLC1,525$38 12/31/2023
     FINX1,525$38 12/31/2023
GWM Advisors LLC1,238$32 12/31/2023
     FINX1,238$32 12/31/2023
Duncker Streett & Co. Inc.1,077$30 03/31/2024
     FINX1,077$30 03/31/2024
Signaturefd LLC1,150$29 12/31/2023
     FINX1,150$29 12/31/2023
Legend Financial Advisors Inc.1,000$28 03/31/2024
     FINX1,000$28 03/31/2024
Baystate Wealth Management LLC1,103$28 12/31/2023
     FINX1,103$28 12/31/2023
Financial Advisory Service Inc.944$24 12/31/2023
     FINX944$24 12/31/2023
Steward Partners Investment Advisory LLC895$23 12/31/2023
     FINX895$23 12/31/2023
Comerica Bank750$19 12/31/2023
     FINX750$19 12/31/2023
AdvisorNet Financial Inc533$15 03/31/2024
     FINX533$15 03/31/2024
UMB Bank N A MO530$14 12/31/2023
     FINX530$14 12/31/2023
Howe & Rusling Inc.489$13 12/31/2023
     FINX489$13 12/31/2023
Parallel Advisors LLC507$13 12/31/2023
     FINX507$13 12/31/2023
Farther Finance Advisors LLC500$13 12/31/2023
     FINX500$13 12/31/2023
Private Trust Co. NA386$11 03/31/2024
     FINX386$11 03/31/2024
JFS Wealth Advisors LLC418$11 12/31/2023
     FINX418$11 12/31/2023
Bell Investment Advisors Inc437$11 12/31/2023
     FINX437$11 12/31/2023
Hollencrest Capital Management375$10 12/31/2023
     FINX375$10 12/31/2023
Institutional & Family Asset Management LLC346$9 12/31/2023
     FINX346$9 12/31/2023
Spire Wealth Management236$7 03/31/2024
     FINX236$7 03/31/2024
WASHINGTON TRUST Co212$6 03/31/2024
     FINX212$6 03/31/2024
Gradient Investments LLC200$6 03/31/2024
     FINX200$6 03/31/2024
Archer Investment Corp248$6 12/31/2023
     FINX248$6 12/31/2023
Salem Investment Counselors Inc.182$5 03/31/2024
     FINX182$5 03/31/2024
Aspire Private Capital LLC120$3 03/31/2024
     FINX120$3 03/31/2024
Macroview Investment Management LLC127$3 12/31/2023
     FINX127$3 12/31/2023
IFP Advisors Inc135$3 12/31/2023
     FINX135$3 12/31/2023
Coppell Advisory Solutions LLC100$3 12/31/2023
     FINX100$3 12/31/2023
Ritter Daniher Financial Advisory LLC DE130$3 12/31/2023
     FINX130$3 12/31/2023
Global Retirement Partners LLC85$2 03/31/2024
     FINX85$2 03/31/2024
FMR LLC77$2 12/31/2023
     FINX77$2 12/31/2023
Sandy Spring Bank80$2 12/31/2023
     FINX80$2 12/31/2023
Blue Bell Private Wealth Management LLC25$1 03/31/2024
     FINX25$1 03/31/2024
Hexagon Capital Partners LLC30$1 03/31/2024
     FINX30$1 03/31/2024
Advisory Services Network LLC29$1 12/31/2023
     FINX29$1 12/31/2023
Qube Research & Technologies Ltd49$1 12/31/2023
     FINX49$1 12/31/2023
TD Waterhouse Canada Inc.55$1 12/31/2023
     FINX55$1 12/31/2023
DHJJ Financial Advisors Ltd.12$0 03/31/2024
     FINX12$0 03/31/2024
Proequities Inc.0$0 12/31/2023
     FINX0$0 12/31/2023

See Summary: Institutional Holders of FINX
See Details: Top 10 Hedge Funds Holding FINX
Also See: FINX Holdings Changes

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