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 77 institutions that hold shares in the stock, with a total of 12.4 Million shares, which have been reported (via 13F filing form) to have a value of $557 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
4,632,551
shares
|
$208 Million
0.35% of portfolio
|
Q3 2025
Added 1.51%
|
|
|
Waddell & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
1,457,195
shares
|
$65.5 Million
7.02% of portfolio
|
Q2 2025
Added 2.4%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
928,461
shares
|
$41.8 Million
1.76% of portfolio
|
Q3 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
728,610
shares
|
$32.8 Million
0.01% of portfolio
|
Q2 2025
Added 72.76%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
672,108
shares
|
$30.2 Million
0.04% of portfolio
|
Q3 2025
Reduced 3.41%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
416,400
shares
|
$18.7 Million
6.5% of portfolio
|
Q3 2025
Added 27.37%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
326,204
shares
|
$14.7 Million
0.01% of portfolio
|
Q2 2025
Added 115.93%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
306,772
shares
|
$13.8 Million
0.08% of portfolio
|
Q2 2025
Added 9.81%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
278,581
shares
|
$12.5 Million
0.51% of portfolio
|
Q3 2025
Added 153.75%
|
|
|
Seros Financial, LLC
Tempe, AZ |
Nov 05, 2025 Q3 2025 |
220,411
shares
|
$9.91 Million
5.97% of portfolio
|
Q3 2025
Added 4.87%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
179,288
shares
|
$8.06 Million
0.81% of portfolio
|
Q2 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
174,885
shares
|
$7.86 Million
0.01% of portfolio
|
Q2 2025
Added 331.32%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Oct 07, 2025 Q3 2025 |
166,367
shares
|
$7.48 Million
2.07% of portfolio
|
Q3 2025
Reduced 7.21%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
156,018
shares
|
$7.02 Million
0.01% of portfolio
|
Q2 2025
Added 585.58%
|
|
|
Arq Wealth Advisors, LLC
|
Aug 18, 2025 Q2 2025 |
151,150
shares
|
$6.8 Million
2.22% of portfolio
|
Q1 2025
Added 8.29%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
148,940
shares
|
$6.7 Million
0.06% of portfolio
|
Q2 2025
Added 7.02%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Oct 14, 2025 Q3 2025 |
128,806
shares
|
$5.79 Million
2.25% of portfolio
|
Q3 2025
Added 48.7%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
127,245
shares
|
$5.72 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
125,791
shares
|
$5.66 Million
0.0% of portfolio
|
Q3 2025
Added 35.69%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Oct 14, 2025 Q3 2025 |
97,592
shares
|
$4.39 Million
1.28% of portfolio
|
Q3 2025
Added 137.19%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 05, 2025 Q3 2025 |
93,351
shares
|
$4.2 Million
0.38% of portfolio
|
Q3 2025
Reduced 5.74%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
66,388
shares
|
$2.99 Million
0.02% of portfolio
|
Q2 2025
Added 81.91%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
56,478
shares
|
$2.54 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
55,118
shares
|
$2.48 Million
0.02% of portfolio
|
Q2 2025
Added 28.4%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
47,874
shares
|
$2.15 Million
0.02% of portfolio
|
Q2 2025
Added 4370.03%
|