GLOBAL X FDS (ALTY)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
23
Reporting holders
$11.4M
Reported value
0.0%
Held as options
-2
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | $5.1M | 412,253 | 0.00% | 31q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $755.4K | 60,813 | 0.00% | 10q | +17.2%+$111.1K |
| BANK OF AMERICA CORP /DE/ | $729.3K | 58,709 | 0.00% | 31q | +22.3%+$133.1K |
| MERCER GLOBAL ADVISORS INC /ADV | $662.7K | 53,350 | 0.00% | 13q | +100.0%+$331.4K |
| Cetera Investment Advisers | $647.6K | 52,131 | 0.00% | 2q | +30.9%+$152.9K |
| KINGSWOOD WEALTH ADVISORS, LLC | $628.1K | 50,561 | 0.03% | 5q | -36.2%-$356.2K |
| Triumph Capital Management | $364.1K | 29,308 | 0.07% | 21q | HELD |
| Private Advisor Group, LLC | $352.5K | 28,374 | 0.00% | 3q | +81.9%+$158.7K |
| GTS SECURITIES LLC | $345.2K | 27,790 | 0.01% | 2q | +14.3%+$43.2K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $310.1K | 25,030 | 0.00% | 3q | HELD |
| OSAIC HOLDINGS, INC. | $299.9K | 24,148 | 0.00% | 8q | +30.6%+$70.3K |
| TRUIST FINANCIAL CORP | $299.3K | 24,094 | 0.00% | 6q | +3.7%+$10.7K |
| Kingsview Wealth Management, LLC | $254.8K | 20,513 | 0.00% | 4q | +0.7%+$1.7K |
| Kovack Advisors, Inc. | $160.5K | 12,988 | 0.01% | 9q | HELD |
| SBI Securities Co., Ltd. | $147.2K | 11,849 | 0.00% | 7q | +26.8%+$31.1K |
| Rehmann Capital Advisory Group | $124.6K | 10,030 | 0.01% | 2q | HELD |
| Founders Financial Alliance, LLC | $78.1K | 6,285 | 0.01% | 24q | +0.7% |
| MORGAN STANLEY | $57.0K | 4,586 | 0.00% | 12q | HELD |
| HARBOUR INVESTMENTS, INC. | $47.1K | 3,793 | 0.00% | 3q | HELD |
| Luminist Capital LLC | $34.9K | 2,813 | 0.04% | 7q | -10.0%-$3.9K |
| TD Waterhouse Canada Inc. | $11.2K | 906 | 0.00% | 3q | +174.5%+$7.1K |
| Realta Investment Advisors | $7.0K | 563 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $570 | 45,940 | 0.00% | 10q | +96.0% |
| WELLS FARGO & COMPANY/MN | $14 | 1 | 0.00% | 14q | -50.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 23 | $11.4M | 920,888 | 1 | 12 | 3 | 0.0% |
| Q1 2026 | 25 | $10.6M | 882,195 | 5 | 11 | 4 | 0.0% |
| Q4 2025 | 22 | $8.8M | 734,088 | 5 | 6 | 7 | 0.0% |
| Q3 2025 | 20 | $8.2M | 692,863 | 3 | 6 | 8 | 0.0% |
| Q2 2025 | 19 | $8.3M | 713,926 | 3 | 6 | 6 | 0.0% |
| Q1 2025 | 17 | $7.3M | 626,338 | 1 | 7 | 2 | 0.0% |
| Q4 2024 | 18 | $6.6M | 571,398 | 2 | 4 | 5 | 0.0% |
| Q3 2024 | 16 | $7.4M | 616,511 | 2 | 2 | 5 | 0.0% |
| Q2 2024 | 16 | $7.5M | 656,616 | 4 | 2 | 5 | 0.0% |
| Q1 2024 | 15 | $5.0M | 434,240 | 2 | 5 | 5 | 0.0% |
| Q4 2023 | 19 | $7.7M | 678,523 | 3 | 7 | 7 | 0.0% |
| Q3 2023 | 19 | $11.1M | 1,035,630 | 3 | 11 | 3 | 0.0% |
| Q2 2023 | 18 | $7.9M | 700,471 | 0 | 5 | 9 | 0.0% |
| Q1 2023 | 21 | $12.4M | 1,225,044 | 4 | 8 | 4 | 0.0% |
| Q4 2022 | 17 | $12.2M | 1,112,242 | 5 | 6 | 5 | 0.0% |
| Q3 2022 | 16 | $10.6M | 1,002,906 | 4 | 4 | 7 | 0.0% |
| Q2 2022 | 15 | $12.4M | 1,077,239 | 3 | 8 | 3 | 0.0% |
| Q1 2022 | 16 | $10.2M | 783,286 | 5 | 6 | 4 | 0.0% |
| Q4 2021 | 15 | $7.8M | 582,472 | 2 | 7 | 2 | 0.0% |
| Q3 2021 | 16 | $4.0M | 302,241 | 6 | 6 | 1 | 0.0% |
| Q2 2021 | 12 | $3.5M | 253,911 | 4 | 4 | 2 | 0.0% |
| Q1 2021 | 8 | $2.1M | 166,422 | 0 | 3 | 3 | 0.0% |
| Q4 2020 | 13 | $3.4M | 294,797 | 3 | 5 | 2 | 0.0% |
| Q3 2020 | 12 | $2.5M | 237,095 | 4 | 3 | 2 | 0.0% |
| Q2 2020 | 13 | $3.0M | 276,049 | 4 | 1 | 3 | 0.0% |
| Q1 2020 | 15 | $3.3M | 375,440 | 2 | 4 | 5 | 0.0% |
| Q4 2019 | 19 | $8.0M | 544,261 | 1 | 8 | 5 | 0.0% |
| Q3 2019 | 20 | $9.5M | 603,488 | 10 | 5 | 1 | 0.0% |
| Q2 2019 | 11 | $6.5M | 432,811 | 2 | 4 | 2 | 0.0% |
| Q1 2019 | 11 | $6.2M | 414,691 | 3 | 5 | 0 | 0.0% |
| Q4 2018 | 11 | $4.5M | 334,776 | 2 | 0 | 0 | 0.0% |