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 81 institutions that hold shares in the stock, with a total of 12.7 Million shares, which have been reported (via 13F filing form) to have a value of $569 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
47,607
shares
|
$2.14 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
47,081
shares
|
$2.12 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
44,610
shares
|
$2.01 Million
0.36% of portfolio
|
Q3 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
41,225
shares
|
$1.85 Million
0.0% of portfolio
|
Q3 2025
Added 89.42%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
38,536
shares
|
$1.73 Million
0.03% of portfolio
|
Q3 2025
Reduced 47.29%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
34,374
shares
|
$1.55 Million
0.08% of portfolio
|
Q2 2025
Added 21.34%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
30,283
shares
|
$1.36 Million
0.1% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
28,753
shares
|
$1.29 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
21,365
shares
|
$960,356
0.0% of portfolio
|
Q2 2025
Added 247.06%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
20,312
shares
|
$913,024
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
18,726
shares
|
$841,733
0.02% of portfolio
|
Q2 2025
Reduced 11.83%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
18,690
shares
|
$840,115
0.03% of portfolio
|
Q4 2024
Reduced 5.2%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
17,471
shares
|
$785,321
0.0% of portfolio
|
Q3 2024
Added 81.8%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Jul 25, 2025 Q2 2025 |
17,152
shares
|
$770,982
0.61% of portfolio
|
Q2 2025
Reduced 5.27%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
17,146
shares
|
$770,712
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
15,149
shares
|
$680,947
0.05% of portfolio
|
Q3 2025
Added 51.05%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
14,207
shares
|
$638,604
0.0% of portfolio
|
Q2 2025
Added 165.85%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Nov 04, 2025 Q3 2025 |
13,986
shares
|
$628,670
0.18% of portfolio
|
Q1 2025
Reduced 6.67%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
13,931
shares
|
$626,198
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
13,455
shares
|
$604,802
0.0% of portfolio
|
Q2 2025
Reduced 67.85%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
12,372
shares
|
$556,121
0.41% of portfolio
|
Q3 2025
Added 62.26%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jul 21, 2025 Q2 2025 |
11,459
shares
|
$515,082
0.18% of portfolio
|
Q2 2025
Reduced 30.99%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Aug 13, 2025 Q2 2025 |
10,000
shares
|
$449,500
0.26% of portfolio
|
Q3 2024
New holding
|