Institutional Ownership Global X Funds Global X Altern (ALTY)
This table provides information about the institutional ownership of Global X Funds Global X Altern (ALTY). We have compiled data on the 25 institutions that hold shares in the stock, with a total of 1.27 Million shares, which have been reported (via 13F filing form) to have a value of $15.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
464,680
shares
|
$5.55 Million
1.56% of portfolio
|
Q1 2023
Added 217.81%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
392,902
shares
|
$4.7 Million
0.0% of portfolio
|
Q3 2025
Reduced 17.42%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
71,393
shares
|
$853,146
0.2% of portfolio
|
Q1 2024
Added 16.6%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
61,341
shares
|
$733,024
0.04% of portfolio
|
Q3 2025
Added 273.08%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
43,656
shares
|
$521,689
0.27% of portfolio
|
Q1 2024
Added 3.58%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
30,917
shares
|
$369,458
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
30,837
shares
|
$368,502
0.0% of portfolio
|
Q3 2025
Added 27.79%
|
|
|
Triumph Capital Management
|
Dec 23, 2025 Q3 2025 |
29,730
shares
|
$355,273
0.11% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
27,480
shares
|
$328,386
0.0% of portfolio
|
Q3 2025
Added 56.97%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
26,675
shares
|
$318,766
0.0% of portfolio
|
Q2 2024
Reduced 4.97%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
25,438
shares
|
$303,984
0.0% of portfolio
|
Q3 2025
Reduced 43.1%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
15,588
shares
|
$186,276
0.02% of portfolio
|
Q3 2025
Reduced 4.26%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
12,349
shares
|
$147,570
0.0% of portfolio
|
Q3 2025
Reduced 30.56%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
12,320
shares
|
$147,224
0.0% of portfolio
|
Q3 2025
Added 7.54%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
6,954
shares
|
$83,100
0.0% of portfolio
|
Q3 2025
Reduced 11.74%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
6,550
shares
|
$78,272
0.0% of portfolio
|
Q3 2025
Added 142.59%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
6,063
shares
|
$72,452
0.01% of portfolio
|
Q3 2025
Reduced 5.96%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
5,143
shares
|
$61,458
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Nov 14, 2025 Q3 2025 |
4,095
shares
|
$48,935
0.04% of portfolio
|
Q3 2025
Reduced 5.47%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
631
shares
|
$7,540
0.0% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
110
shares
|
$1,314
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
30
shares
|
$358
0.0% of portfolio
|
Q3 2025
Added 3.45%
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
25
shares
|
$298
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
Closed
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|