# GLOBAL X FDS (ALTY)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/ALTY/

- Reporting holders: 24
- Reported value: $12.8M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $5.1M | 412,253 | 0.0% | 31 |
| [ENVESTNET ASSET MANAGEMENT INC](https://holderbook.com/funds/1407543-envestnet-asset-management-inc/) | $1.5M | 121,626 | 0.0% | 10 |
| [BANK OF AMERICA CORP /DE/](https://holderbook.com/funds/70858-bank-of-america-corp-de/) | $729.3K | 58,709 | 0.0% | 31 |
| [MERCER GLOBAL ADVISORS INC /ADV](https://holderbook.com/funds/853758-mercer-global-advisors-inc-adv/) | $662.7K | 53,350 | 0.0% | 13 |
| [Cetera Investment Advisers](https://holderbook.com/funds/1666741-cetera-investment-advisers/) | $647.6K | 52,131 | 0.0% | 2 |
| [KINGSWOOD WEALTH ADVISORS, LLC](https://holderbook.com/funds/1987855-kingswood-wealth-advisors-llc/) | $628.1K | 50,561 | 0.0% | 5 |
| [Cambridge Investment Research Advisors, Inc.](https://holderbook.com/funds/1419186-cambridge-investment-research-advisors-inc/) | $570.0K | 45,940 | 0.0% | 10 |
| [Triumph Capital Management](https://holderbook.com/funds/1730765-triumph-capital-management/) | $364.1K | 29,308 | 0.1% | 21 |
| [Private Advisor Group, LLC](https://holderbook.com/funds/1567755-private-advisor-group-llc/) | $352.5K | 28,374 | 0.0% | 3 |
| [GTS SECURITIES LLC](https://holderbook.com/funds/1452765-gts-securities-llc/) | $345.2K | 27,790 | 0.0% | 2 |
| [WEALTH ENHANCEMENT ADVISORY SERVICES, LLC](https://holderbook.com/funds/1632972-wealth-enhancement-advisory-services-llc/) | $310.1K | 25,030 | 0.0% | 3 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $299.9K | 24,148 | 0.0% | 8 |
| [TRUIST FINANCIAL CORP](https://holderbook.com/funds/92230-truist-financial-corp/) | $299.3K | 24,094 | 0.0% | 6 |
| [Kingsview Wealth Management, LLC](https://holderbook.com/funds/1791965-kingsview-wealth-management-llc/) | $254.8K | 20,513 | 0.0% | 4 |
| [Kovack Advisors, Inc.](https://holderbook.com/funds/1728321-kovack-advisors-inc/) | $160.5K | 12,988 | 0.0% | 9 |
| [SBI Securities Co., Ltd.](https://holderbook.com/funds/1851815-sbi-securities-co-ltd/) | $147.2K | 11,849 | 0.0% | 7 |
| [Rehmann Capital Advisory Group](https://holderbook.com/funds/1633037-rehmann-capital-advisory-group/) | $124.6K | 10,030 | 0.0% | 2 |
| [Founders Financial Alliance, LLC](https://holderbook.com/funds/1832190-founders-financial-alliance-llc/) | $78.1K | 6,285 | 0.0% | 24 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $57.0K | 4,586 | 0.0% | 12 |
| [HARBOUR INVESTMENTS, INC.](https://holderbook.com/funds/810121-harbour-investments-inc/) | $47.1K | 3,793 | 0.0% | 3 |
| [Luminist Capital LLC](https://holderbook.com/funds/1807270-luminist-capital-llc/) | $34.9K | 2,813 | 0.0% | 7 |
| [TD Waterhouse Canada Inc.](https://holderbook.com/funds/1999606-td-waterhouse-canada-inc/) | $11.2K | 906 | 0.0% | 3 |
| [Realta Investment Advisors](https://holderbook.com/funds/1776792-realta-investment-advisors/) | $7.0K | 563 | 0.0% | 1 |
| [WELLS FARGO & COMPANY/MN](https://holderbook.com/funds/72971-wells-fargo-company-mn/) | $14 | 1 | 0.0% | 14 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 24 | $12.8M |
| Q1 2026 | 26 | $10.9M |
| Q4 2025 | 23 | $8.9M |
| Q3 2025 | 21 | $8.4M |
| Q2 2025 | 20 | $8.5M |
| Q1 2025 | 18 | $7.5M |
| Q4 2024 | 19 | $6.8M |
| Q3 2024 | 17 | $7.6M |
| Q2 2024 | 17 | $7.6M |
| Q1 2024 | 17 | $5.5M |
| Q4 2023 | 20 | $8.1M |
| Q3 2023 | 20 | $11.7M |