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 42 institutions that hold shares in the stock, with a total of 6.26 Million shares, which have been reported (via 13F filing form) to have a value of $273 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
4,749,122
shares
|
$207 Million
0.43% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
266,110
shares
|
$11.6 Million
4.81% of portfolio
|
Q3 2024
Added 8.22%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
205,794
shares
|
$8.98 Million
0.0% of portfolio
|
Q3 2024
Added 33.63%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
200,299
shares
|
$8.74 Million
0.05% of portfolio
|
Q3 2024
Added 7.29%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jan 14, 2025 Q4 2024 |
143,048
shares
|
$6.24 Million
1.96% of portfolio
|
Q4 2024
New holding
|
|
|
Arq Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
120,159
shares
|
$5.24 Million
1.98% of portfolio
|
Q3 2024
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
72,033
shares
|
$3.14 Million
0.09% of portfolio
|
Q3 2024
Reduced 23.77%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
70,396
shares
|
$3.07 Million
0.03% of portfolio
|
Q3 2024
Added 77.34%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
53,646
shares
|
$2.34 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
38,839
shares
|
$1.69 Million
0.84% of portfolio
|
Q1 2024
New holding
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Nov 01, 2024 Q3 2024 |
32,156
shares
|
$1.4 Million
1.04% of portfolio
|
Q3 2024
Added 19.94%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
27,603
shares
|
$1.2 Million
0.1% of portfolio
|
Q3 2024
Added 3.57%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
20,335
shares
|
$887,012
0.0% of portfolio
|
Q3 2024
Added 308.09%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
20,138
shares
|
$878,419
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
19,716
shares
|
$860,011
0.04% of portfolio
|
Q3 2024
Reduced 10.19%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
18,150
shares
|
$791,703
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Jan 24, 2025 Q4 2024 |
17,877
shares
|
$779,794
0.62% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
17,471
shares
|
$762,085
0.0% of portfolio
|
Q3 2024
Added 81.8%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
17,391
shares
|
$758,595
0.0% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
15,497
shares
|
$675,979
0.0% of portfolio
|
Q4 2024
Added 165.81%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Oct 29, 2024 Q3 2024 |
15,486
shares
|
$675,499
0.19% of portfolio
|
Q2 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
13,931
shares
|
$607,670
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
13,658
shares
|
$595,761
0.0% of portfolio
|
Q3 2024
Reduced 25.97%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
13,252
shares
|
$578,052
0.04% of portfolio
|
Q3 2024
Added 18.78%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
11,754
shares
|
$512,709
0.0% of portfolio
|
Q3 2024
Added 52.43%
|