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 24 institutions that hold shares in the stock, with a total of 5.52 Million shares, which have been reported (via 13F filing form) to have a value of $219 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
4,974,781
shares
|
$197 Million
0.55% of portfolio
|
Q1 2024
Reduced 0.58%
|
|
Tidemark, LLC
San Diego, CA |
May 13, 2024 Q1 2024 |
115,595
shares
|
$4.59 Million
2.64% of portfolio
|
Q1 2024
New holding
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
May 07, 2024 Q1 2024 |
91,502
shares
|
$3.63 Million
0.15% of portfolio
|
Q1 2024
New holding
|
|
Sharkey, Howes & Javer
|
Apr 18, 2024 Q1 2024 |
79,693
shares
|
$3.16 Million
0.55% of portfolio
|
Q1 2024
New holding
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
50,460
shares
|
$2 Million
0.0% of portfolio
|
Q1 2024
Added 116.59%
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
38,839
shares
|
$1.54 Million
0.84% of portfolio
|
Q1 2024
New holding
|
|
Fulcrum Equity Management
|
Apr 24, 2024 Q1 2024 |
31,258
shares
|
$1.24 Million
1.56% of portfolio
|
Q1 2024
Reduced 8.01%
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
25,251
shares
|
$1 Million
0.1% of portfolio
|
Q1 2024
New holding
|
|
Merriman Wealth Management, LLC
|
May 14, 2024 Q1 2024 |
22,381
shares
|
$888,078
0.04% of portfolio
|
Q1 2024
Reduced 4.42%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
22,322
shares
|
$885,736
0.0% of portfolio
|
Q1 2024
New holding
|
|
Equitable Holdings, Inc.
New York, NY |
May 14, 2024 Q1 2024 |
19,207
shares
|
$762,133
0.01% of portfolio
|
Q1 2024
New holding
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Apr 22, 2024 Q1 2024 |
17,069
shares
|
$677,297
0.67% of portfolio
|
Q4 2023
New holding
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
8,622
shares
|
$342,120
0.0% of portfolio
|
Q1 2024
New holding
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
May 07, 2024 Q1 2024 |
7,092
shares
|
$281,410
0.11% of portfolio
|
Q1 2024
Reduced 21.62%
|
|
Janney Montgomery Scott LLC
|
May 01, 2024 Q1 2024 |
4,955
shares
|
$196,614
0.0% of portfolio
|
Q1 2024
New holding
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
4,766
shares
|
$189,114
0.0% of portfolio
|
Q1 2024
New holding
|
|
Raleigh Capital Management Inc.
Cary, NC |
May 13, 2024 Q1 2024 |
4,500
shares
|
$178,560
0.08% of portfolio
|
Q3 2023
New holding
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
660
shares
|
$26,188
0.0% of portfolio
|
Q1 2024
New holding
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 10, 2024 Q1 2024 |
300
shares
|
$11,904
0.0% of portfolio
|
Q2 2021
New holding
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
66
shares
|
$2,618
0.0% of portfolio
|
Q1 2024
New holding
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 02, 2024 Q1 2024 |
8
shares
|
$317
0.0% of portfolio
|
Q1 2024
New holding
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
1
shares
|
$39
0.0% of portfolio
|
Q1 2024
New holding
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
1
shares
|
$39
0.0% of portfolio
|
Q4 2023
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|