GLOBAL X FDS (ALTY)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
24
Reporting holders
$12.8M
Reported value
0.0%
Calls
0.0%
Puts
-2
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | $5.1M | 412,253 | 0.00% | 31q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $1.5M | 121,626 | 0.00% | 10q | +134.5%+$866.5K |
| 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 |
| Cambridge Investment Research Advisors, Inc. | $570.0K | 45,940 | 0.00% | 10q | +96.0%+$279.3K |
| 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 |
| 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 | 24 | $12.8M | 1,027,641 | 1 | 13 | 3 | 0.0% |
| Q1 2026 | 26 | $10.9M | 905,628 | 5 | 12 | 4 | 0.0% |
| Q4 2025 | 23 | $8.9M | 747,700 | 5 | 7 | 7 | 0.0% |
| Q3 2025 | 21 | $8.4M | 705,183 | 3 | 7 | 8 | 0.0% |
| Q2 2025 | 20 | $8.5M | 725,382 | 3 | 6 | 7 | 0.0% |
| Q1 2025 | 18 | $7.5M | 637,938 | 1 | 7 | 2 | 0.0% |
| Q4 2024 | 19 | $6.8M | 582,998 | 2 | 4 | 6 | 0.0% |
| Q3 2024 | 17 | $7.6M | 631,411 | 2 | 2 | 5 | 0.0% |
| Q2 2024 | 17 | $7.6M | 671,516 | 4 | 2 | 5 | 0.0% |
| Q1 2024 | 17 | $5.5M | 477,214 | 3 | 5 | 6 | 0.0% |
| Q4 2023 | 20 | $8.1M | 713,130 | 3 | 7 | 8 | 0.0% |
| Q3 2023 | 20 | $11.7M | 1,085,657 | 3 | 11 | 4 | 0.0% |
| Q2 2023 | 20 | $10.3M | 913,452 | 2 | 5 | 9 | 0.0% |
| Q1 2023 | 20 | $12.4M | 1,225,033 | 3 | 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% |