Institutional Ownership Global X Funds Global X Altern (ALTY)
This table provides information about the institutional ownership of Global X Funds Global X Altern (ALTY). We have compiled data on the 21 institutions that hold shares in the stock, with a total of 1.23 Million shares, which have been reported (via 13F filing form) to have a value of $14.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
464,680
shares
|
$5.41 Million
1.56% of portfolio
|
Q1 2023
Added 217.81%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
403,493
shares
|
$4.7 Million
0.0% of portfolio
|
Q1 2025
Added 11.67%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
71,393
shares
|
$831,014
0.2% of portfolio
|
Q1 2024
Added 16.6%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
43,674
shares
|
$508,365
0.0% of portfolio
|
Q1 2025
Added 58.67%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
43,656
shares
|
$508,155
0.27% of portfolio
|
Q1 2024
Added 3.58%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
29,434
shares
|
$342,611
0.11% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
26,675
shares
|
$310,497
0.0% of portfolio
|
Q2 2024
Reduced 4.97%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
21,044
shares
|
$244,952
0.0% of portfolio
|
Q4 2024
Added 2104300.0%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
17,507
shares
|
$203,781
0.0% of portfolio
|
Q2 2025
Added 14.76%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
17,290
shares
|
$201,255
0.02% of portfolio
|
Q1 2025
Reduced 7.46%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
16,589
shares
|
$193,095
0.0% of portfolio
|
Q1 2025
Added 46.65%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
16,442
shares
|
$191,384
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
15,674
shares
|
$182,445
0.0% of portfolio
|
Q1 2025
Added 85.58%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
11,600
shares
|
$135,024
0.0% of portfolio
|
Q4 2024
Reduced 22.15%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
7,244
shares
|
$84,320
0.0% of portfolio
|
Q1 2025
Added 19.07%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
6,961
shares
|
$81,026
0.02% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
6,700
shares
|
$77,988
0.0% of portfolio
|
Q1 2025
Reduced 75.77%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
4,648
shares
|
$54,102
0.06% of portfolio
|
Q1 2025
Reduced 2.37%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
631
shares
|
$7,344
0.0% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
29
shares
|
$337
0.0% of portfolio
|
Q1 2025
Added 93.33%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|