Institutional Ownership Global X Fds Adaptive U S Fact (AUSF)
This table provides information about the institutional ownership of Global X Fds Adaptive U S Fact (AUSF). We have compiled data on the 47 institutions that hold shares in the stock, with a total of 7 Million shares, which have been reported (via 13F filing form) to have a value of $303 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
4,725,670
shares
|
$204 Million
0.4% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
319,403
shares
|
$13.8 Million
0.01% of portfolio
|
Q4 2024
Added 55.21%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
288,208
shares
|
$12.5 Million
4.79% of portfolio
|
Q4 2024
Added 8.3%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
262,316
shares
|
$11.3 Million
0.02% of portfolio
|
Q4 2024
Added 388.98%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
218,104
shares
|
$9.43 Million
0.05% of portfolio
|
Q4 2024
Added 8.89%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Apr 10, 2025 Q1 2025 |
174,205
shares
|
$7.53 Million
2.36% of portfolio
|
Q1 2025
Added 21.78%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
140,834
shares
|
$6.09 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Arq Wealth Advisors, LLC
|
Feb 19, 2025 Q4 2024 |
139,575
shares
|
$6.03 Million
2.3% of portfolio
|
Q4 2024
Added 16.16%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
119,208
shares
|
$5.15 Million
0.05% of portfolio
|
Q4 2024
Added 69.34%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
75,147
shares
|
$3.25 Million
0.08% of portfolio
|
Q4 2024
Added 4.32%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
44,227
shares
|
$1.91 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Feb 03, 2025 Q4 2024 |
40,874
shares
|
$1.77 Million
1.13% of portfolio
|
Q4 2024
Added 27.11%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
38,839
shares
|
$1.68 Million
0.84% of portfolio
|
Q1 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
34,880
shares
|
$1.51 Million
0.0% of portfolio
|
Q4 2024
Added 155.38%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
30,931
shares
|
$1.34 Million
0.02% of portfolio
|
Q4 2024
Added 53.6%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
29,981
shares
|
$1.3 Million
0.0% of portfolio
|
Q4 2024
Added 65.18%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
28,335
shares
|
$1.22 Million
0.0% of portfolio
|
Q4 2024
Added 182.87%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
27,991
shares
|
$1.21 Million
0.08% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
21,176
shares
|
$915,226
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
20,335
shares
|
$878,878
0.0% of portfolio
|
Q3 2024
Added 308.09%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
19,791
shares
|
$855,367
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
18,690
shares
|
$807,781
0.03% of portfolio
|
Q4 2024
Reduced 5.2%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Apr 14, 2025 Q1 2025 |
18,107
shares
|
$782,584
0.67% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
17,779
shares
|
$768,408
0.0% of portfolio
|
Q4 2024
Added 2.23%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
17,705
shares
|
$765,210
0.05% of portfolio
|
Q4 2024
Added 33.6%
|