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 71 institutions that hold shares in the stock, with a total of 11 Million shares, which have been reported (via 13F filing form) to have a value of $512 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
9,288
shares
|
$430,591
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
9,228
shares
|
$427,810
0.03% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Brand Asset Management Group, Inc.
|
Jul 09, 2025 Q2 2025 |
8,674
shares
|
$402,126
0.15% of portfolio
|
Q2 2025
Added 37.9%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
7,625
shares
|
$353,495
0.25% of portfolio
|
Q2 2025
Added 75.89%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
7,461
shares
|
$345,891
0.0% of portfolio
|
Q2 2025
Added 3.05%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
6,736
shares
|
$312,280
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
6,070
shares
|
$281,405
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
5,285
shares
|
$245,012
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Atlas Financial Advisors, Inc.
|
Apr 16, 2025 Q4 2024 |
4,836
shares
|
$224,196
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
2,704
shares
|
$125,357
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
1,559
shares
|
$72,275
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
1,100
shares
|
$50,996
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
885
shares
|
$41,028
0.0% of portfolio
|
Q2 2025
Reduced 56.98%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
732
shares
|
$33,935
0.0% of portfolio
|
Q2 2025
Reduced 5.91%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
439
shares
|
$20,352
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
69
shares
|
$3,198
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
8
shares
|
$370
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
7
shares
|
$324
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1
shares
|
$46
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
Closed
|